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Banking Courses | Financial Training | Edcomm Group

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Seat Time: 1hrs - Desc:

This course will introduce the learner to model building, including the essential components of a financial model and the components of the model layout. The course will also provide the learner with suggestions on how to create a good spreadsheet that is functional and simple to read using the best tools available. After completing this program the learner will understand:

  • Common mistakes and errors that can occur in financial models.
  • Steps financial managers can take to ensure mistakes do not happen.
  • How models can be tied to the institution’s mission and values and used as a guide to better its future.

Seat Time: 1.5hrs - Desc:

This course will introduce the learner to fixed rate mortgages (FRMs) and teach the learner about Adjustable Rate Mortgages (ARMs). The course will also provide the learner with an overview of the nature and risks of jumbo loans. After completing this program, the learner will have a strong understanding of:

  • Conforming loans.
  • Federal Housing Administration (FHA) loans.
  • Veterans Affairs (VA) loans.

Seat Time: 0.5hrs - Desc:

This course will introduce the learner to Non-Deposit Investment Products (NDIPs) and their purposes. The course will discuss general guidelines that must be followed for compliance to regulatory agencies. After completing tis program, the learner will understand:

  • How to and why inform customers of the nature and risks associated with NDIPs.
  • Nature of disclosures.
  • Making arrangements with third parties.
Seat Time: 1.25hrs - Desc:

This course will introduce the learner to the position of notary at the financial institution. The course will familiarize the learner with his/her responsibilities as a notary by providing detailed information regarding the proper use of the notary journal, acknowledgment forms, and seals and stamps. After completing this course, the learner will understand:

  • The role of the notary at the financial institution.
  • What jurats and acknowledgements are and how they are used.
  • The potential penalties for notary misconduct.

Seat Time: 2.25hrs - Desc:

This course will introduce the learner to the various duties and objectives of bank notaries. The learner will become acquainted with the process and procedures surrounding identity verification, oaths, and more. After completing this program, the learner will be able to:

  • Verify identities, notarize oaths and affirmations.
  • Certify copies and depositions, and confirm affidavits and verifications.
  • Avoid conflicts of interest by knowing when to say no.

Seat Time: 1.5hrs - Desc:

This course will introduce the learner to the principles of treasury products and services available to customers. Additionally, the course will detail market derivatives and their importance as tradable financial instruments. Upon successful completion of the course, the learner will have a strong understanding of the following concepts:

  • Structured swaps.
  • OTC equity options.
  • Derivatives pricing.

Seat Time: 3.25hrs - Desc:

This course will introduce the learner to the principles of structured swaps and describe other OTC instruments, such as interest rate swaps and fixed-for-floating interest rate swaps. Additionally, the course will explore cross-currency swaps, exchange rates, and combining swaps. After completing the program, the learner will have a solid understanding of:

  • Options for purchasing and selling currency.
  • Commodity structures.
  • Index trackers.

Seat Time: 1.25hrs - Desc:

This course will give an overview of the types of robberies that can occur within a financial institution and preventative measures that financial institutions and their employees should take in the event of a robbery. Additionally the learner will gain the skill to observe his or her surroundings and be able to put financial institution security measures into effect. Upon successful completion of this course, the learner will be able to understand:

  • Types of robberies.
  • Preventative measures and procedures.
  • The importance of the Access Control Unit.
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