Why Do You Need Treasury Management Training?
In today’s dynamic world with its financial complexities, it is imperative that the Bank's customers have access to innovative, cutting-edge financing and risk management solutions. The Bank must offer an attractive range of diversified investment options, tailor-made to suit customers' needs, and Bank employees must be properly trained to sell and service these products. Customers also have the option of structured products and other services for managing exposure to the risks associated with interest rates, currency, commodities and equities as well as investments and loan portfolios.
Basic Treasury Management will teach your employees the risks and benefits of different treasury products and services, as well as the importance of derivative and money markets.
What's The Course Like?
Basic Treasury Management is a comprehensive training program that teaches students about the Treasury’s role in the coordination and management of funds to maximize the Bank’s profit. Participants also learn about the Bank’s exposure to risk that results from acquiring assets or incurring liabilities. Text, graphics and sound, coupled with interactive scenarios, motivate the learner while increasing comprehension and retention.
Basic Treasury Management can be deployed as eLearning, Blended or Classroom training, using instructor-led, computer-based and role-play techniques to prepare your people to excel at their duties.
To discuss which delivery method meets your training needs, contact one of our qualified representatives by clicking here. You can also call us toll free at 888.433.2666 or internationally at +1.212.631.9400.
What's Covered In The Course?
- Introduction to Treasury Products and Services
- Derivatives Markets
- Foreign Exchange (FX) Markets
- Pricing and Trade Execution
- Cash Management
- Risk and Relationship Mangement
What Are The Benefits?
- Increased sales.
- More confident personnel.
- Increased client retention.
- Better managed exposure to risk.
What About the Bank's Policies and Procedures?
Basic Treasury Management is fully customizable. Our modular approach, combined with our experience with bank systems, products and services, allows us to quickly and efficiently create training specifically tailored to what your people need to know about treasury management.
To learn more about course customization, click here. Or you can call us toll free at 888.433.2666 or internationally at +1.212.631.9400.
Testing, Tracking, Reports And Certification.
Administration and recordkeeping is easy through Learning Link®, Edcomm's own Learning Management System (LMS), or through any third-party LMS. When the Examiners ask, you can feel secure in the knowledge that your organization is compliant and that you can provide testing, tracking, reports and certification for each employee.
To learn more about becoming Banker's Academy Certified in Basic Treasury Management, contact one of our qualified representatives by clicking here. You can also call us toll free at 888.433.2666 or internationally at +1.212.631.9400.
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This was a very informative program and taught me a lot about the Treasury’s role in managing funds for the Bank as well as the specific treasury products that the Bank offers.
L. L.
Bank name withheld
