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所在平台: Udemy |
课程主页: https://www.udemy.com/course/financial-services-overview-of-retail-banking/
课程评论：没有评论
## 金融服务：零售银行概览 (Financial Services - Overview of Retail Banking) 课程总结 本课程旨在为学习者提供一个关于现代零售银行业务的全面性、基础性和实践性认识。零售银行作为经济体的重要组成部分，是个人管理财务、获取信贷、储蓄未来以及建立财务安全的基础。 **课程核心内容包括：** * **零售银行定义与结构：** 深入理解零售银行的本质以及其在金融体系中的作用。 * **核心产品与服务：** 详细介绍储蓄账户、活期账户、存款账户、各种类型的贷款（包括抵押贷款）、透支、信用卡和个人贷款、外汇服务等。 * **增值服务：** 探讨保险和财富管理服务在零售银行中的地位。 * **运营与技术：** 关注数字银行和移动银行平台的发展，以及银行在当前世界中如何部署技术，并展望未来趋势。 * **监管环境：** 学习银行监管、消费者保护以及其他重要法规。 **课程目标：** 无论您是金融领域的专业人士、创业者、学生，还是希望更自信地了解银行业务的任何人，本课程都将为您提供关键知识、实践见解、生动插图和案例分析。您将学习各类账户的工作原理、不同产品的特点，以及在数字时代银行如何保持以客户为中心的战略。 **适合人群：** 本课程面向广泛的群体，包括但不限于：学生、金融行业初级专业人士、创业者、客户服务人员、银行实习生、商业分析师、金融教练、中小企业主、投资者、职业转型者、金融营销专业人士、合规官、金融科技从业者、银行柜员以及行政助理等所有对零售银行感兴趣的人士。 **您将学到：** 零售银行的定义、结构、储蓄账户、活期账户、存款账户、贷款、抵押贷款、透支、信用卡和个人贷款、外汇服务、保险和财富管理服务、数字和移动银行平台，以及银行监管和消费者保护等方面的内容。 本课程由Baba Oyewole FCCA主讲，鼓励学习者积极交流并提供反馈。
Overview of Retail BankingRetail banking is at the heart of every economy. It's where individuals manage their finances, access credit, save for the future, and build financial security. This course, Financial Services - Overview of Retail Banking, provides learners with a foundational and practical understanding of the products, services, operations, and regulatory framework that define modern retail banking.Whether you're a budding finance professional, entrepreneur, student, or someone looking to navigate the banking world with confidence, this course will equip you with critical knowledge and practical insights, illustrations and examples. You'll learn how savings, deposit and current accounts work, the various types of each of these, features, the role of credit cards and personal loans, how mortgages work - high level and how banking services will need to continue to look at ways to remain, increase their focus and be customer-centric in the digital age. I also discuss the importance of digital technology in the current world, how banks are deploying technology and other potential future trends. What you will learn:Definition of what retail banking isStructure of retail bankingSavings accountsCurrent accountsDeposit accountsLoansMortgagesOverdraftsCredit cards and personal loansForeign exchange servicesInsurance wealth management offeringsDigital and mobile banking platformsRegulatory environmentBanking regulations and consumer protection and so much more. Who this course is for?StudentsEntry-level finance professionalsEntrepreneursCustomer service agentsBanking internsBusiness analystsFinancial coachesSME ownersInvestorsCareer changersMarketing professionals in financeCompliance officersTech professionals in fintechBank tellersAdministrative assistants and everyone. Please, feel free to connect and provide feedback. Best regards, Baba Oyewole FCCA
