Banking & Finance Fundamentals

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Fundamentals of Banking & Finance

Last update: September 2025

Purchasing this programme will give you access to more than 60 online courses in English developed by our partner, Intuition KnowHow, the Premier Digital Learning Solution For Financial Services.  

At Cofaktory, we have carefully selected this programme to allow professionals working in the Banking and Finance industry to refresh their knowledge on the very fundamentals. This programme is perfect for risk and compliance officers willing to acquire the fundamentals of the banking and finance industry to have a perfect unerstanding of their clients and stakeholders' activity.

Focusing on practical cases from the daily banking and finance activity, on top of the key concepts, principles, theories, this programme will provide you with a multitude of practical cases and analyses.

Making this programme and certification available to your staff will allow you to prove that you have implemented a structured approach to ensuring proper training on the fundamentals of the industry, including key challenges, principles and best practices. 

7 chapters to cover the fundamentals of banking & finance:

  • Introduction to Financial Markets
  • The Business of Banking and Finance
  • Interest Rate Mathematics
  • Building blocks- key concepts and statistics fundamentals
  • Excel Techniques
  • Life of a Trade
  • Economic Analysis
  • Global Financial Crisis
In addition to these fundamental areas, one more chapter includes very interactive excel tutorials to refresh your knowledge and agility with Microsoft Excel, always applied to the typical activities finance and banking professionals will have to master. 
 
This programme is 100% online and each part ends with an online test. You can learn at your own pace and convenience, 24/7 from anywhere. A certificate is issued and sent via email.
 
Contact
  • For any question, to purchase this programme for more than 5 people, or to discuss your team’s specific needs, contact our client service team: service @ cofaktory.com

Banking & Finance Fundamentals