Interactive

Financial Terminology

Course Overview: This course is ideal for anyone new to the financial industry. There are terms that we use everyday that are not part of the common vocabulary outside of a financial institution. By completing this module your new-to-banking staff will be introduced to common terms.  

 

Learning Objectives

  • How to differentiate between customer-level and account-level information
  • Various deposit products and how funds are deposited
  • Terms used when referring to credit
  • Professional services offered by financial institutions
  • Terms, fees, disclosures, and the various other terms they will hear and use

 

Audience: New to banking staff

Length of Course: This course takes approximately 60 minutes to complete.

Included with Team Membership

About This Course

Course Overview: This course is ideal for anyone new to the financial industry. There are terms that we use everyday that are not part of the common vocabulary outside of a financial institution. By completing this module your new-to-banking staff will be introduced to common terms.  

 

Learning Objectives

  • How to differentiate between customer-level and account-level information

  • Various deposit products and how funds are deposited

  • Terms used when referring to credit

  • Professional services offered by financial institutions

  • Terms, fees, disclosures, and the various other terms they will hear and use

 

Audience: New to banking staff

Length of Course: This course takes approximately 60 minutes to complete.

 

*This course does NOT qualify, nor meet the National Standard for NASBA accreditation. 

Training your team?

This course is covered under team memberships.

See Team Memberships
Buying for yourself?
$ 89
Included with Team Membership
Training your team?

This course is covered under team memberships.

See Team Memberships
$ 89
per attendee