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Our courses are intended for a global audience, with each one being completely customisable to suit the needs of the individuals it is being delivered to.

They can be delivered in London or in your home town. You decide.

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Introduction to Banking

  • Banking and Financial Markets, Corporate Treasury, Retail Banking
  • Duration: One day
  • Information

    A one day course designed for anyone needing to know more about the financial markets; their institutions and the everyday working language. The aim of the training is to improve participants’ understanding of banking and explain some of the more frequently used market terminology.

    No prior knowledge is assumed.


    Session 1:

    The Banking Sector

    Range of banks:

    • Central Bank

    • Clearing Banks

    • Merchant Banks

    • Investment Banks

    • Foreign Banks

    • International Banks

    • Universal Banks

    • Internet Banks

    • Bancassurance

    Session 2:

    Financial Services

    • Regulators: domestic and international

    • Exchanges

    • Brokers

    • Information Providers (Reuters, Telerate, Bloomberg)

    Session 3:


    • Fund Managers

    • Financial Institutions

    • Corporates

    • HNW

    • Retail

    Session 4:

    How banks generate income

    • Three key areas

    • What services does a bank offer?

    • Reasons for growth

    • Current banking trends

    Session 5:

    Overview of the Financial Markets

    • Money Markets

    • Bonds/Fixed Income

    • Equity

    • Foreign Exchange

    • Derivatives

    • Futures, Options, Swaps

    Session 6:

    Internal Geography of a Major Bank

    Front Office, Middle Office, Back Office/Operations

    Private Banking VS Retail Banking VS Investment Banking

    The role of the various departments:

    • Treasury

    • Credit

    • Legal

    • Compliance

    • IT

    • Operations

    • Financial Control

    • Product Control

    • Risk

    • Tax

    • HR

    Session 7:

    Jargon Busting – discussing the meaning and interpretation


    • Mine, Yours

    • Long, Short

    • Hedging, Trading, Arbitrage

    • Market Making

    • Marking to Market (MTM or M2M)

    • Gilts…and more

    Course Close

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    As every course we run is tailored to meet the specific needs of each client, we can only provide an estimate after fully understanding your specific requirements. Please complete the form below of call +44 (0) 208 894 4977 to discuss how Taylor Associates can help you.

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