Name: Introduction To Financial Planning and Advisory Services in Banking Course in San Diego | Henry Harvin
Uploaded: 2023-08-02 17:58:35
Description: Learn financial planning and advisory services in banking from Henry Harvin®'s online course | Develop a clear understanding of compliance and regulatory aspects in banking schemes, Ethical and Responsible Banking Practices, and many such concepts | Get the finest training on financial planning and advisory services in banking from the best trainers

Module 1: Financial Planning and Advisory Services
Learn about financial planning and advisory services offered by banks. Understand the role of financial advisors in helping customers achieve their financial goals. Explore the importance of personalized financial planning based on individual circumstances.
- Role of Financial Advisors and Relationship Managers
- Components of Financial Planning
- Retirement and Investment Planning
Module 2: Compliance and Regulatory Aspects in Banking Schemes
Gain insights into the regulatory framework and compliance requirements for banking schemes. Understand the importance of adherence to legal and ethical standards in banking operations. Explore the role of central banks and financial regulators in overseeing banking activities.
- Regulatory Compliance in Banking
- Anti-Money Laundering (AML) and Know Your Customer (KYC) Guidelines
- Role of Central Banks and Financial Regulators
Module 3: Ethical and Responsible Banking Practices
Understand the principles of ethical and responsible banking. Explore the concept of sustainable finance and its impact on society and the environment. Learn how banks can incorporate social and environmental considerations into their operations.
- Ethical Banking Principles and Values
- Sustainable Finance and Green Banking Initiatives
- Corporate Social Responsibility (CSR) in the Banking Sector
Module 4: Managing Risks in Banking
Explore the different types of risks faced by banks and financial institutions. Understand risk management strategies and tools used to mitigate potential threats. Learn about the importance of stress testing and contingency planning in the banking sector.
- Types of Financial Risks (Credit, Market, Liquidity, Operational)
- Risk Management Techniques and Best Practices
- Stress Testing and Business Continuity Planning
Module 5: Customer Relationship Management in Banking
Understand the significance of customer relationship management (CRM) in the banking industry. Learn how banks can improve customer engagement and loyalty through effective CRM strategies. Explore the use of data analytics and customer feedback in enhancing banking services.
- Importance of Customer Relationship Management (CRM)
- Customer Engagement and Loyalty Programs
- Data Analytics in CRM and Personalization
Module 6: Innovation and Future Trends in Banking
Explore the latest technological innovations shaping the future of banking. Understand the impact of artificial intelligence, blockchain, and other emerging technologies. Learn about the concept of open banking and its potential benefits for customers.
- Technological Innovations in the Banking Sector
- Open Banking and API Integration
- The Future of Banking and Digital Transformation
Module 7: Enhancing Cybersecurity in Banking
Understand the cybersecurity challenges faced by banks in the digital age. Explore best practices and strategies to protect sensitive financial information. Learn about the role of employees and customers in maintaining cybersecurity.
- Cyber Threats and Vulnerabilities in Banking
- Cybersecurity Measures and Protocols
- Cyber Awareness Training for Employees and Customers
Module 8: Banking and Financial Regulations in Different Countries
Explore the variations in banking and financial regulations across different countries. Understand the impact of international financial standards on the global banking industry. Learn about the challenges and opportunities of operating in diverse regulatory environments.
- Comparative Analysis of Banking Regulations
- International Financial Standards and Basel Accords
- Adapting to Regulatory Changes and Compliance Requirements
Module 9: Banking Ethics and Compliance
Understand the importance of ethics in banking operations and decision-making. Explore the role of compliance officers and internal controls in maintaining ethical standards. Learn about anti-money laundering (AML) regulations and the fight against financial crime.
- Ethics in Banking and Ethical Decision Making
- Compliance Management and Internal Controls
- AML Regulations and KYC Procedures
Module 10: Mergers, Acquisitions, and Consolidation in Banking
Learn about mergers and acquisitions (M&A) in the banking sector. Understand the reasons for bank consolidation and its impact on the financial industry. Explore the regulatory aspects and challenges of bank mergers.
- M&A in the Banking Industry: Reasons and Considerations
- Bank Consolidation and Systemic Risk
- Regulatory Approval and Post-Merger Integration
Module 11: Governance and Board Oversight in Banks
Explore the importance of corporate governance in the banking sector. Understand the role of the board of directors in overseeing bank operations and risk management. Learn about the responsibilities of bank executives and governance best practices.
- Corporate Governance Principles in Banking
- Board Oversight and Risk Committees
- Executive Compensation and Incentives
Module 12: Case Studies and Practical Application
Apply the knowledge gained throughout the course to real-world scenarios. Analyze case studies related to banking products, services, and regulatory compliance. Develop critical thinking and problem-solving skills in the context of banking operations.
- Case Studies on Banking Products and Services
- Regulatory Compliance and Ethical Dilemmas in Banking
- Practical Application of Financial Planning and Risk Management

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Financial Planning and Advisory Services in Banking Training Course in San Diego

23 Dec 2024

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About Financial Planning and Advisory Services in Banking Course in San Diego

Financial Planning and Advisory Services in Banking Course

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Curriculum For Financial Planning and Advisory Services in Banking Course in San Diego

Module 1: Financial Planning and Advisory Services

Module 2: Compliance and Regulatory Aspects in Banking Schemes

Module 3: Ethical and Responsible Banking Practices

Module 4: Managing Risks in Banking

Module 5: Customer Relationship Management in Banking

Module 6: Innovation and Future Trends in Banking

Module 7: Enhancing Cybersecurity in Banking

Module 8: Banking and Financial Regulations in Different Countries

Module 9: Banking Ethics and Compliance

Module 10: Mergers, Acquisitions, and Consolidation in Banking

Module 11: Governance and Board Oversight in Banks

Module 12: Case Studies and Practical Application

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