This Introductory course covers the fundamental knowledge about the banking industry. We will discuss the various types of financial institutions and how they differ in the types or products and services provided to their own customer groups. We can look at a bank’s balance sheet and income statement and understand how a bank generates return. Finally, we will explore the common career paths in different areas of banking.
Introduction to Banking Learning Objectives
Upon completing this course, you will be able to:
Understand the different types/structures of financial services firms
Determine the different types of banking services that are provided
Understand who the customers are for each type of service
Learn how a bank makes money
Differentiate the various banking career paths
Who should take this course?
This Introduction to Banking course is perfect for any aspiring credit analysts working in insurance, underwriting, rating agencies, commercial lending, corporate credit analysis, and other areas of credit evaluation. It is also a great introductory course for anyone who would like to learn more about the banking industry.
Why stop here? Expand your skills and show your expertise with the professional certifications, specializations, and CPE credits you’re already on your way to earning.
Never had so much information on banking course I am so grateful for these free courses
Sipho Richard Claassen
Great opportunity !
For both beginners and anyone who may need a touch up/reminder of why banking is the right choice for you !
Daniel Clarke-Whitehall
Educative
This is very educative and impactful.
Olamilekan Oluwasogo
Introduction to Banking
learn something new about banking
Ho Mei Yi
Fantastic
knowledge instructor with clearly explanation
LAYTH Al Fayyadh
Great experience
I had a great time going through the courses I have done.
Francis S. Koryon
EXCELLENT
It is a life changing experience
Mahmoudah Olubori
expounding experience
great for banking comprehending banking
OKIABERA RAINI
Gained good knowledge and experience
Be Aware about this courses in Coursea it their Values mentionable
Mohamud Nor Adan
Great learning experience
Got to learn about the banking sector
Anisha Patel
Quick and easy to understand
For a nonfinancial background everything was easy to understand.
Zita Horvath
Simple and clear
This course was very simple and easy to understand exactly what I was looking for.
Meirion Thomas
Great
Moved at a smooth and steady pace
Scott Jackson
A Fine Introduction
I think this introduction to the CBCA program is really informative, and covers quite a broad spectrum of topics enough to create interest in a career in Banking
Tabona Butale
very good course
very good course to study
Hossam Mahmoud
Concise, Engaging and to the point.
Videos were around 1-4 minute duration , content was engaging and the way instructor spoke induced confidence that she knows what is she talking about.
Sheheryar Khalid
Wonderful!
great, valuable , and very helpful
Omar Hegazy
Enlightens experience
The course materials are very useful. Skills are practical as well.
Tsung Ching Yiu
Great Banking refresher
Block off some time and take notes, you will learn a lot.
Tyler Hockett
Excellent course
Must take course for financial analyst
Sachin Kumar
Excellent and useful experience
A certificate that qualifies for a clearer understanding of the banking field
Mostafa Nabil
Wonderful
Explanation was adequate
Motolani Daramola
it was briefly explained
Do complete this course for the basic knowledge of the banking
Piyush Telalwar
informative
each video was brief and informative
Mande Sunil Kumar
Nice material
Learning made easy and material was nice and have clarity in each and every topic.
Thank you CFI
All of our certification programs are open to students and professionals in various industries and levels of experience. Our curriculum is designed to teach what you need to know from basic fundamentals to advanced practical case studies. To take the courses and complete the exercises, students will only need access to a PC and/or Mac, Microsoft Suite (2016 or newer), and a stable internet connection. Click here to view the Technical Requirements
Can I download the Excel files and financial modeling templates for the course?
Absolutely! All the files and templates needed in a course are available for download. Just look for a module that shows Downloadable Files within the course dashboard. See here for a visual guide on how to do this.
How long do I have to complete the courses?
You will have yearly access to the courses as long as you maintain an active subscription. All the courses are self-paced as well so you can take your time in learning without worrying about any deadlines. Click here to compare our available enrollment options.
Are CFI courses officially accredited?
Yes, CFI is accredited by the Better Business Bureau® (BBB) to maintain training standards, the CPA Institutions in Canada, and the National Association of State Boards of Accountancy (NASBA) in the USA. Most of our courses qualify for verified CPE credits for CPA charter holders. Please refer to this page to view all available CPE credits.
All our online courses are priced in USD. As this is a recurring payment, we accept all major credit and debit cards including Visa, MasterCard, and American Express.
Students are required to complete an online assessment (Multiple choice questions, Fill-in-the-Blanks, and Excel Questions) at the end of each course. You can take the exams on your own schedule and will need to earn at least 80% to pass the course and earn your certificate of course completion. Please note that course exams can be repeated as many times as you need. Students are also required to complete the FMVA® final exam to earn their certification. How to Take a Qualified Assessment
Can I email the instructor if I have questions?
While the courses are designed mainly for self-study, we are happy to provide email assistance for general or technical support inquiries. The Full Immersion bundles include a premium email support function that allows you to communicate directly with in-house experts regarding course content. This is one of the key features that sets the Full Immersion bundle apart and makes it a worthwhile upgrade over the more affordable self-study bundle. You can compare more features in our bundles here.
Will these courses help me advance my career?
Based on hundreds of reviews from thousands of students we know how CFI courses have helped so many people advance their finance careers. Our courses are designed to be extremely practical and simulate the experience of being trained as a professional financial analyst…the ultimate way to advance your career. For real-world examples and to help delve even deeper into the course concepts, please look into our free career resources library.
More Questions?
You can view more detailed information through our Help Center or Email us and we'll be happy to answer any of your questions
If you haven’t found your answer from our FAQ, please send us a message.
Take your learning and productivity to the next level with our Premium Templates.
Upgrading to a paid membership gives you access to our extensive collection of plug-and-play Templates designed to power your performance—as well as CFI's full course catalog and accredited Certification Programs.
Gain unlimited access to more than 250 productivity Templates, CFI's full course catalog and accredited Certification Programs, hundreds of resources, expert reviews and support, the chance to work with real-world finance and research tools, and more.