Whether making loans directly to a client’s business or making a personal loan supported by the business, it is essential that private bankers and wealth managers have a thorough understanding of how the business operates and the credit risks involved in making the loan. Business Fundamentals for Private Bankers is a self-study course that helps individuals develop these key skills by specifically focusing on business lending issues and the private bank client.
After completing this course, learners will be able to:
Introduction - Business Lending and Credit Risk
Lending to Businesses and Business Owners
Lending to the Professional Services Industry
Each set of participant materials includes:
This course is designed to be used as a self-study allowing learners to work independently and at their own pace, concentrating on the areas they need most. This approach is especially effective when there are only one or two learners at a time or when the learners are spread out geographically.
However, when multiple learners are involved, the materials can also be used in a blended learning approach by having an appropriate manager or training person lead periodic classroom review sessions. A pre- and post-test are available with this course to assess learning transfer.