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Live Online Training Schedules

BII0925 Oct - 29 Oct, 2021Live Online$1800Register
BII0931 Jan - 04 Feb, 2022Live Online$1800Register
BII0925 Apr - 29 Apr, 2022Live Online$1800Register
BII0925 Jul - 29 Jul, 2022Live Online$1800Register
BII0924 Oct - 28 Oct, 2022Live Online$1800Register

Classroom Training Schedules

BII0913 Dec - 17 Dec, 2021Kuala Lumpur$4495Register
BII0907 Feb - 25 Feb, 2022Kuala Lumpur$16250Register
BII0927 Jun - 01 Jul, 2022Amsterdam$4750Register
BII0919 Sep - 23 Sep, 2022London$4750Register
BII0912 Dec - 16 Dec, 2022Kuala Lumpur$4495Register

Did you know you can also choose your own preffered dates & location? Customise Schedule

Course Overview

Finance is a broad discipline involving several activities around fund management, including investment, borrowing, lending, budgeting, etc. Banking and finance professionals use their finance and banking knowledge to provide professional services.

Financial products act as investments and securities for long- or short-term financial gain. Fintech (Financial technology) is an emerging trend in this domain, aiming at automating and making financial services smarter and better.

This Zoe training course will empower you with a comprehensive overview of banking and finance. The content covers many areas related to these domains, including specific customer relationship management, cost management, performance management, operations management and the like.

This Certified Banking Finance Professional course is a one-stop-shop for any professional looking for a comprehensive understanding of banking and finance.

Course Objectives

The key objective of this Certified Banking Finance Professional course is to empower professionals to—

  • understand all areas of banking and finance management
  • innovate and define various business models to efficiently manage banking and finance-related functions
  • apply advanced technological systems to automate processes to make operations faster and smarter, thus introducing operational excellence for one’s organisation
  • audit current processes and systems to check for scope for enhancement to offer the best-suited solutions to customers and promote organisational development
  • acquire greater knowledge and capabilities to work in many areas of banking and finance, thus having an edge over other professionals for opportunities requiring multitasking and management of several responsibility areas, resulting in faster career growth and progression
  • devise different methods to minimise redundant work and reduce operational costs, proving one’s talent and potential
  • effectively analyse and predict future expenditure, earning, liquidity and challenge and devise plans addressing these areas, ensuring organisational stability
  • recommend strategies to grow one’s business model through banking and finance instruments, fostering organisational growth
  • upskill other professionals on best practices and important concepts of banking and finance
  • stand out from other professionals in the level of knowledge over various areas of banking and finance management, thus gaining a competitive advantage over others

Training Methodology

Zoe Talent Solutions lays great stress on customised courses to its audience. Thus, before each session, courses are thoroughly checked for changes. Training is delivered by experienced professionals, with detailed audio-visual presentations as reference.

The trainers encourage trainees to participate in the program through group activities and assignments. Role-plays and experiential learning help enhance training.

The above training format is unique to Zoe Talent Solutions and is called the Do–Review–Learn–Apply Model.

Organisational Benefits

With professionals undergoing this Certified Banking Finance Professional  course, organisations will derive the benefits mentioned below:

  • Trained, experienced professionals handling all critical banking and finance areas
  • Operational and process excellence contributing to cost reduction and organisational growth
  • Automation and application of other advanced concepts to reduce time and operational costs, make operations leaner and help faster organisational growth among competition
  • Better risk assessment and management through effective predictive analytics
  • Ongoing training of professionals on important banking and finance functions
  • Regular audit of existing systems to check for scope for enhancement, thus identifying challenges in time and correcting them to prevent organisational impact
  • Greater customer loyalty because of better services and organisational stability
  • Innovative products and services to beat competition and address the needs of customers from time to time
  • Multi-skilled professionals to be employed in any banking and finance area when needed, to prevent downtime or any other business impact

Personal Benefits

Professionals opting for this Certified Banking Finance Professional  training course will benefit in ways listed below:

  • Complete understanding of all banking and finance areas
  • Increased knowledge to frequently review organisational operations and make changes to prevent operational damage
  • Greater analytical skills to check various sources and predict and address any risks causing business impact
  • Increased knowledge to train other professionals on banking and finance
  • Enhanced skillset and capabilities to work with advanced technologies and systems to improve operational speed and accuracy and make operations leaner
  • Better awareness and knowledge to devise useful, relevant changes to products and services to suit customer demand
  • Multitasking skills to oversee multiple functions together, thus helping one progress faster by adopting higher responsibilities requiring oversight of multiple organisational functions
  • Enhanced skillset and capabilities to work in any organisation and assume any role related to banking and finance, thus fostering career growth
  • Better strategic skills to devise different products and services to help grow one’s business, in turn establishing one’s talent and potential for higher responsibilities

Who Should Attend?

  • Executives of banking and finance functions who need to understand more about these areas to grow in the organisation
  • Managers overseeing multiple banking and finance functions
  • Consultants managing one or more aspects of banking and finance for organisations
  • Internal and external auditors responsible for ensuring compliance of internal processes
  • Financial advisors and fund managers taking care of cost and fund management
  • Strategic management of organisations who need to understand all aspects of banking and finance
  • Any other professional interested in understanding banking and finance

Course Outline

The Certified Banking Finance Professional course covers the following regarding banking and finance:

Module 1 – Types of Finance and their Peculiarities

  • Personal
  • Corporate
  • Public/Government

Module 2 – Overview of Banking and Finance Operations

  • Banking functions
  • Bank transactions
  • Finance transactions

Module 3 – Services/Products Offered by Business Banks

  • Fixed-term loans
  • Short-term loans
  • Long-term loans
  • Lines of credit
  • Asset-based loans

Module 4 – Types of Financial Products

  • Bonds
  • Stocks
  • Mutual funds
  • Closed-end funds
  • Insurance products
  • Options
  • Savings and checking accounts
  • Pension plans

Module 5 – Future Technologies Impacting Banking and Finance Operations

  • Hybrid cloud
  • API platforms
  • Robotic process automation (RPA)
  • Instant payments
  • Artificial intelligence
  • Blockchain
  • Prescriptive security

Module 6 – Different Types of Banking Communications and Interactions

  • High-volume operations documents
  • One-to-one customer communication
  • On-demand communications

Module 7 – Broad Categories of Customer Interaction in Banking and Finance Sales Management

  • Informative interaction
  • Interactive interaction
  • Instructive interaction
  • Collaborative interaction

Module 8 – Benefits of Customer Relationship Management in the Banking Sector

  • Boosted sales
  • Increased lead conversion
  • Personalised customer journeys
  • Increased productivity
  • More efficient communication
  • Inter-department data tracking
  • Better service
  • Improved customer experience
  • Increased customer loyalty

Module 9 – Overview of Banking and Finance Regulation

  • Objectives
    • Systemic and prudential risk reduction
    • Prevent bank misuse
    • Protect banking confidentiality
    • Credit allocation
    • Corporate social responsibility
  • Principles
    • Licensing and supervision
    • Minimum requirements
    • Market discipline
  • Instruments and requirements
    • Capital requirement
    • Reserve requirement
    • Corporate governance
    • Financial reporting and disclosure requirements
    • Credit rating requirement
    • Large exposure restrictions
    • Activity and affiliation restrictions

Module 10 – Features of a Typical Cost Accounting System for Banking

  • Cost management emphasis
  • Corporate governance
  • Integration with other functions
  • Stronger inter-departmental communication
  • Management audit and benchmarking enabler
  • Continuous business performance evaluation and monitoring
  • Inter-firm comparison
  • Optimum resource allocation

Module 11 – Data Analysis and Forecasting

  • Business intelligence and business analytics
  • Predictive analytics
  • Budgeting and data visualisation techniques

Module 12 – Performance Management Practices

  • Behaviourally anchored rating scale
  • Graphic rating scale
  • Essay evaluation method
  • Performance ranking method
  • Weighted checklist method
  • Forced distribution or forced ranking
  • 360-Degree feedback system
  • Management by objectives
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Customized Schedule is available for all courses irrespective of dates on the Calendar. Please get in touch with us for details.

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