Financial Services Training Programs

Globibo Financial Services Training

The financial services industry supports a wide spectrum of organizations involved in activities such as investment banking, insurance, credit instrument services, financial markets, financial advice, etc. This is a large industry and has provided employment to many people, as well as managed the wealth and financial security of many customers in the past and especially nowadays. This industry has transformed significantly based on new technologies, legislation as well as customer expectations. Almost no industry has been transformed so quickly due to software and system support like the Financial Services and Insurance industry. While the complexity of financial services products and services as well as the underlying operating systems are continuously increasing, the time available for learning becomes more and more scarce. Therefore, professionals/workers in this sector must be kept up to date, so that they are well equipped to adjust to any global changes and emergence of new technologies, etc.

Our Main Objectives

1. To assist your organization/staff to promote best practices in financial legislation, regulations, and codes.
2. To facilitate the development of your financial knowledge and enhancement of current finance industry changes.
3. To maintain your clients’/customers’ confidence in your financial system.

The Globibo Financial Service Training program can assist the people in your organization in the above and is geared for any professional with exposure to Financial Services topics. Those professionals may have prior experience or are new to the Financial Services industry.

Financial Services Training Curriculum

The first part of the day will be spent getting to know participants and discussing what will take place during the workshop. Participants will also have an opportunity to identify their learning objectives.

1. Credit & Risk Management

The first session will be about credit & risk management. The participants will go through the following subtopics:

• Basic introduction to Credit and Risk Management
• Portfolio Analysis
• Underwriting
• Scorecard and Rating and - Hedging Credit Risk

2. Asset Management

In the next session about Asset management, the following topics will be covered:

• Risk Profiles & Customer Analytics
• Diversification Strategy
• Evaluation models

3. Financial Products

The trainer will be discussing the following topics in this session:

• Retail Products
• Corporate Products
• Investment Products
• Insurance Products

4. Mergers & Acquisitions

The Mergers & Acquisitions session is all about the following:

• Evaluation Strategies
• Regulation and Compliance
• Integration Strategy

5. Corporate Finance

Topics like Balance sheet management, P&L management, and refinancing will be covered by the Finance trainer.

6. Retail Banking

The retail Banking session will be all about retail products, customer service, front & back-office operations

7. Accounting & Finance

During this session, participants will learn about basic economics, financial modeling, CPA/CFA, US GAAP, and IFRS.

8. Control Systems

One of the important topics of financial services training will be covered in this session i.e,

• GRC
• Standards
• IT Compliance
• Data Protection
• Ethics and Corporate Governance.

9. Financial Services Training Wrap Up

At the end of the session, students will have an opportunity to ask questions and prepare their action plans.

Financial Services Training Approach

Our Financial Services Training Curriculum covers the full spectrum of knowledge required to develop true industry professionals. Designed and curated by Financial Services experts of different domains together with our panel of trainers and Academic Board, the Financial Services training program balances depth and spectrum acknowledging the latest trends as much as most important basics.

Our standard Courses (that contain training components, assessments, and support materials) can be customized according to the current priorities of the organization or team. With our mix of traditional classroom lessons and online learning media, (that is based on the skills and knowledge required of participants to perform effectively in the workplace), we can create an IT training program that drives particular knowledge and processes that support the individual and specific responsibilities. Hence, participants will be able to train in a work-related environment for more effective verifiable workplace outcomes.

We follow Globibo Advanced Learning & Transition Approach (GALTA) is based on 6 Steps i.e,

1. Step 1 - Inspiration
2. Step 2 - Preparation
3. Step 3 - Practice
4. Step 4 - Transition
5. Step 5 - Feedback
6. Step 6 - Review

We can provide our Financial Services Training Program at any location around the world. With several clients, we run regional or global training programs that ensure consistent training and skill-sets at different locations. Besides that, our training program has flexible modes to suit individual and industry requirements.

Financial Services Training Curriculum

Financial Services Training Certification

The financial services industry is highly regulated. Considering those regulations and legislations are very different in different markets, please discuss the specific certification needs with our Training Managers and/or trainers. We will contribute to the national credit system, certify training points and content as well as support 3rd party examinations.

Financial Services Training eLearning

Our eLearning team provides standard pre-packaged eLearning modules for Financial Services training as well as develops bespoke solutions based on your specific needs. eLearning modules can be desktop or mobile-based with or without SCORM integration.

For more information on our Financial Services eLearning Solutions, please contact us.