BUILDING RELATIONSHIPS, ASSESSING RISK AND IMPLEMENTING APPROPRIATE FUNDING PLANS.
Funding is crucial for many businesses to grow and thrive – and sometimes even survive. It’s essential that those who are part of the decision-making process are identifying and assessing the right financial, and non-financial, information – as well as implementing suitable funding strategies and plans to ensure you’re delivering maximum value to both your financial institution and your clients.
This course was developed for the Australasian market in association with the Chartered Banker Institute (UK) – the only body in the world able to confer the status of Chartered Banker – and is internationally recognised.
Qualification Module
What you will learn
After completion, you will be able to:
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Differentiate between customer segments and their funding needs and understand the business lending environment.
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Develop a relationship management strategy.
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Appraise the strategy and performance of a business and how to take into consideration the current and expected economic and market factors when considering funding solutions.
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Understand how legal, regulatory and ethical factors can influence funding options.
Course Structure
Delivered: Online, enrolment for 12 months, and generally completed within that timeframe.
Course prerequisites: While there are no entry requirements, an understanding of financial services practices is recommended.
Assessment: A 6000-word work-based assignment, designed to transform theory into practice (pass mark 60%).
Assessment fees: An assessment fee is applicable if an exam resit is required, payable to the Chartered Banker Institute (UK).
Outcome: A certificate is issued by the Chartered Banker Institute (UK) upon successful completion of the course.
BECOMING A CHARTERED BANKER
While this certificate can be studied as a standalone course, it is also a contributory module for the Chartered Banker program.
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