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Banking Essentials - Part I

This pathway will walk us through the basics of banks, starting with some of the different types and their main functions, then starting to look at the regulation faced by the banks, both before and after the Global Financial Crisis.

Greenwashing

Greenwashing is the act of distributing false information about something being more environmentally friendly than it actually is.

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Ready to get started?

Our Platform

Expert led content

+1,000 expert presented, on-demand video modules

Learning analytics

Keep track of learning progress with our comprehensive data

Interactive learning

Engage with our video hotspots and knowledge check-ins

Testing & certification

Gain CPD / CPE credits and professional certification

Managed learning

Build, scale and manage your organisation’s learning

Integrations

Connect Finance Unlocked to your current platform

Featured Content

More featured content

Tackling the Cost of Living Crisis

In this video, Max discusses the cost-of-living crisis currently enveloping the UK. He examines its impact on households as well as the overall economy.

CSR and Sustainability in Financial Services

In the first video of this two-part video series, Elisa introduces us to sustainability. She begins by looking at the difference between sustainability and corporate social responsibility, two terms that can be easily confused.

More featured content

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Book a demo

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Certificate of completion issued to

Ghoko Tharmaratnam

For completing

Bank Credit Analysis Pathway

Completion date

17 Feb 2025

Delivered by

Accredited for

1 CPD credits

Certificate ID

6ec91acc56b503de04b7941765dc3a00

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About Bank Credit Analysis Pathway

5 Video modules

48 minutes of learning

4.7 rating

Foundational level

With events like the global financial crisis in mind, it is essential to be able to perform a credit analysis on banks to ensure they are as safe as they should be. This pathway, delivered by a variety of experts, will outline how to approach the analysis of a bank. Beginning with looking through their annual report is a good start, however this should be supplemented with a thorough understanding of their balance sheet and income statement.

In this pathway

Understand the fundamentals of bank credit analysis

Analyse a bank's balance sheet and income statement

Understand the importance of a bank's annual report

Pathway experts

Ted Wainman

Ted Wainman

20 years: CA & educator

Ted Wainman trained and qualified as an Associate Chartered Accountant (ACA) with Ernst & Young before joining JPMorgan on the Investment Management side of the business. He since has over 17 years of experience in designing, developing and delivering financial & business skills training workshops for over 275 clients in more than 35 countries.