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Banking and Investment Banking
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Summary

Price
£19 inc VAT
Study method
Online, On Demand
Duration
2.4 hours · Self-paced
Qualification
No formal qualification
CPD
20 CPD hours / points
CPD What's this?
Certificates
  • CPD Accredited PDF Certificate of Completion - Free
  • Reed Courses Certificate of Completion - Free
Additional info
  • Tutor is available to students
137 students purchased this course

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Overview

Navigating the complex world of banking and investment banking can often feel like a daunting journey filled with financial jargon, risk management challenges, and ethical dilemmas. Understanding intricate financial services, coupled with the high stakes of managing significant assets underscores the critical importance of this field. Banking and investment banking are the lifeblood of the global economy, facilitating everything from basic personal savings to large-scale corporate mergers and acquisitions.

In our Banking and Investment Banking course, you will gain a thorough understanding of the fundamental principles of banking, including the different types of banking institutions and the critical role of a bank teller. You will learn about bank accounts, bookkeeping, payments, and the essential mathematics involved in banking. The course covers crucial areas such as cash handling, counterfeit detection, and fraud prevention, ensuring you are well-prepared to manage and mitigate risks. You will also explore customer service in banking, banking ethics, and the broader financial services landscape. On the investment banking side, the curriculum delves into the structure and divisions of investment banking, valuation techniques, leveraged buyouts, the IPO process, and mergers and acquisitions, all while emphasising ethical practices.

Ready to transform your career in banking and investment banking? Enrol now and gain the expertise to thrive in this dynamic field.

Learning Outcome

By the end of this Banking and Investment Banking course, you will be able to:

  • Define the fundamental principles of banking and financial services within various institutions.
  • Perform essential duties of a bank teller, including managing accounts and handling cash.
  • Apply banking mathematics to accurately process transactions and maintain records.
  • Detect counterfeit currency and implement fraud prevention and management techniques.
  • Deliver excellent customer service to enhance client satisfaction in banking environments.
  • Evaluate and manage risks associated with banking operations effectively.
  • Adhere to banking ethics, ensuring compliance with regulatory standards and practices.
  • Analyse the structure and divisions of investment banking, understanding key functions.
  • Employ valuation techniques used in investment banking for assessing financial assets.
  • Navigate the processes of leveraged buyouts, IPOs, and mergers and acquisitions.

What You Get Out Of Studying This Course:

  • FREE PDF Certificate from REED
  • FREE CPD QS PDF Certificate
  • Lifetime access to course materials
  • Study the course at your own pace
  • Accessible, informative modules taught by experts
  • Get 24/7 help or advice from our email and live chat teams
  • Gaining valuable knowledge and skills

Certificates

CPD Accredited PDF Certificate of Completion

Digital certificate - Included

Reed Courses Certificate of Completion

Digital certificate - Included

Will be downloadable when all lectures have been completed.

CPD

20 CPD hours / points
Accredited by CPD Quality Standards

Curriculum

14
sections
14
lectures
2h 25m
total

Course media

Description

The Banking and Investment Banking course offers a comprehensive introduction to the banking sector, covering the fundamentals of banking, types of banking institutions, and the role of a bank teller. Participants will learn about opening bank accounts, banking mathematics, bookkeeping, payments, cash handling, and counterfeit detection. The course also addresses fraud prevention, customer service in banking, risk management, and banking ethics. On the investment banking side, learners will explore the structure and divisions of investment banks, valuation techniques, leveraged buyouts, the IPO process, mergers and acquisitions, and ethical practices in investment banking.

This Banking and Investment Banking course also equips learners with the essential knowledge and skills required to navigate both retail and investment banking environments, making them proficient in handling banking operations and understanding complex investment banking activities. Whether aiming for a career as a bank teller, customer service representative, or investment banker, this course provides a solid foundation in both banking and investment banking principles and practices.

Who is this course for?

This Banking and Investment Banking course is designed for:

  • Aspiring bankers aiming to gain comprehensive knowledge of banking and financial services.
  • Finance enthusiasts interested in exploring the roles and responsibilities within banking.
  • Business students seeking to understand investment banking operations and practices.
  • Individuals looking to develop skills in risk management and customer service in banking.
  • Professionals transitioning to the banking sector who need foundational and advanced knowledge.

Requirements

No prior qualifications are needed for learners to enrol in this Banking and Investment Banking course.

Career path

This Banking and Investment Banking course opens doors to many job and career opportunities. Here are a few careers you can opt for after completing the Banking and Investment Banking:

  • Bank Teller
  • Financial Services Representative
  • Fraud Prevention Specialist
  • Risk Manager
  • Customer Service Manager in Banking
  • Investment Banker
  • Valuation Analyst
  • Mergers and Acquisitions Advisor

Questions and answers

No questions or answers found containing ''.

Nyapid Elizabeth asked:

thanks for the infor but how do I apply for the course

Answer:

Dear Elizabeth, Thank you for contacting us. Please go the course page and click on the 'Add to basket' button and then click on the 'Review basket and checkout' button to purchase the course. Thanks

This was helpful. Thank you for your feedback.
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Legal information

This course is advertised on Reed.co.uk by the Course Provider, whose terms and conditions apply. Purchases are made directly from the Course Provider, and as such, content and materials are supplied by the Course Provider directly. Reed is acting as agent and not reseller in relation to this course. Reed's only responsibility is to facilitate your payment for the course. It is your responsibility to review and agree to the Course Provider's terms and conditions and satisfy yourself as to the suitability of the course you intend to purchase. Reed will not have any responsibility for the content of the course and/or associated materials.

FAQs

Study method describes the format in which the course will be delivered. At Reed Courses, courses are delivered in a number of ways, including online courses, where the course content can be accessed online remotely, and classroom courses, where courses are delivered in person at a classroom venue.

CPD stands for Continuing Professional Development. If you work in certain professions or for certain companies, your employer may require you to complete a number of CPD hours or points, per year. You can find a range of CPD courses on Reed Courses, many of which can be completed online.

A regulated qualification is delivered by a learning institution which is regulated by a government body. In England, the government body which regulates courses is Ofqual. Ofqual regulated qualifications sit on the Regulated Qualifications Framework (RQF), which can help students understand how different qualifications in different fields compare to each other. The framework also helps students to understand what qualifications they need to progress towards a higher learning goal, such as a university degree or equivalent higher education award.

An endorsed course is a skills based course which has been checked over and approved by an independent awarding body. Endorsed courses are not regulated so do not result in a qualification - however, the student can usually purchase a certificate showing the awarding body's logo if they wish. Certain awarding bodies - such as Quality Licence Scheme and TQUK - have developed endorsement schemes as a way to help students select the best skills based courses for them.
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