Introduction to the Sales Process
In this course, you’ll learn the key elements to learn the different phases of the sales process and how to master them in order to be more effective and close more sales, which will boost your sales skills and help you to attract and retain customers.
Know Your Customer
This course explores the different types of customer and the importance of meeting the customers needs, both stated and un-stated. We will look at ways in which you can get to know your potential customers and how you can inform them of your organisations products and services. The more information you know about your customers, […]
Consumer Banking: Omnichannel Delivery
Omnichannel delivery requires banks to integrate their banking channels so they relate to each other and to customer behaviors and preferences at all stages of the customer journey. This course examines best practice in omnichannel delivery and the steps required to facilitate a seamless customer journey through the product sales cycle.
Consumer Banking: Products – Noncredit
Banks have traditionally relied greatly on net interest income – the difference between interest charged (on loans and other credit products) and interest paid (on deposits and other customer funds) – as their major source of profits. But with interest margins under pressure in an era of low interest rates, there is a need for […]
Consumer Banking: Risk Management
Consumer banks are exposed to many risks, from traditional banking risks such as credit and interest rate risk to more contemporary risks such as cyber and conduct risk. To mitigate the impact on financial performance, banks must have systems in place that identify, assess/measure, manage, and monitor all risks to which they are exposed. This […]
Corporate Banking
This course describes the differences between individuals and corporates and the impact of this on customer needs, a bank’s product offerings, and a bank’s operating model for servicing corporates. Details are provided on customer types and segmentation and how this affects a bank’s organizational structure. The course also addresses business strategy, the key drivers of […]
Environmental, Social, and Governance (ESG): Investing – An Introduction
Environmental, Social, and Governance (ESG) investing – sometimes also known as Socially Responsible Investing (SRI), responsible investing, green investing, ethical investing, and so on – has experienced explosive growth in recent years. Both institutional and retail investors have turned to ESG investing to enhance returns and reduce risk. Passive investment instruments have accelerated the shift […]
Environmental, Social, and Governance (ESG): Reporting
Investors wishing to pursue Socially Responsible Investing (SRI) – also known as responsible investing, Environmental, Social, and Governance (ESG) investing, green investing, ethical investing, and so on – need reliable, accurate, comparable, and timely information about relevant environmental, social, and governance (ESG) factors. Increasingly, they are demanding that companies provide this information in a regular […]
Equity Markets: An Introduction
Equity markets have undergone profound changes in recent years. The majority of trading still takes place on stock exchanges, with the bulk of business concentrated in a small number of countries. But there has been consolidation among traditional exchanges, while the market has also seen fragmentation with the emergence of new trading venues. Alongside these […]
Equity Markets: Issuing
This course describes the equity issuance (primary) market in its different forms. This incorporates the public sale of existing private shareholdings, private transfers between investors, and the creation of new equity. The course covers highly visible initial offerings [Initial Public Offerings (IPOs) and privatizations], private transactions, and various forms of subsequent issuance such as rights […]