Banks and financial institutions play a major role in the development of modern society. It is important to understand the services banks provide, and how these can benefit personal and private clients.
Financial intermediation has become a crucial factor within the banking industry. Financial intermediaries are the link between investor and borrower and provide information and advice to both parties to ensure they can come to a mutually beneficial agreement. They work with the client to discuss financial options and assess risks associated with various decisions.
Banking services are vast and range in complexity. They offer simple services such as saving accounts and depositing funds, and more complicated services such as stock management and credit analysis. Financial intermediaries must be competent in these areas to enable them to better advise clients. They can analyse purchasing trends and credit scores to guide clients on the most suitable financial options.
For successful intermediation, it is important to examine financial instruments and develop a thorough understanding of financial markets, including bonds, stocks and swap markets.
This course is designed for anyone within banking who works as or with financial intermediaries to secure financial transactions. It would be most beneficial for:
This course uses a variety of adult learning styles to aid full understanding and comprehension. Participants will review balance sheets and income statements of established organisations to highlight key factors that would indicate financial success and challenges.
They will be provided with all the tools required to effectively partake in the arranged learning exercises. Analysing their examples, combined with seminars, group discussions and group activities, participants will have ample opportunities to develop a full and comprehensive understanding of the taught content. They will be able to utilise their new knowledge to create balance and income documents relating to their personal roles.