Structure a financial solution to meet a business banking need

This course is for persons who are responsible for a range of business accounts. Persons credited with this course will be able to identify the product options that meet the client’s needs, structure an appropriate solution and complete the necessary documentation. The learning outcomes include:

  • Identify the product options that meet a client’s needs.
  • Structure an appropriate solution.
  • Complete the documentation.


Course Content

Expand All