Executive Certificate in Corporate Relationship Management Module 1: Fundamentals of Corporate Banking Products and Services
- Finance & Investment
- Innovation & Business Improvement
This module is conducted in-person.
3 days
Weekdays (9am - 5pm)
Assessment on Day 4 (9.15am - 10.45am)
Who Should Attend
- Assistant Relationship Managers or Relationship Management Associates
- New hires supporting the corporate banking function
- Aspiring individuals who are keen to pursue a career in the corporate banking industry
- Trade finance, cash management, credit personnel who require deeper understanding of the corporate lending function
- Banking professionals supporting the corporate banking department such as legal and compliance, IT, risk and audit
PREREQUISITES
There are no prerequisites for this programme. Prior knowledge on any of the topics is not required.
Overview
This module aims to provide participants with an overview of the financial services industry, and the roles and functions of different banking segments and their interrelationships. Participants will learn the general principles of corporate banking and be able to differentiate key features and applications of core corporate banking products and services such as loans, trade finance, treasury and cash management solutions upon completion of the course.
This module is stackable towards a certification for the role of Assistant Relationship Manager/ Relationship Management Associate.
Learning Objectives
At the end of the 3-day module, participants will be able to:
- Understand the applicability of products / service features of corporate banking products and services
- Apply knowledge of the key risks of corporate banking products and services and relate the knowledge to assess implications on managing client relationships and recommending suitable financing solutions for clients
- Describe and apply the process of guiding junior staff with analysing market reports, data and trends to draw meaningful information on the performance of the organisation’s products and services
- Explain and understand the strategies and techniques used to identify the organisation’s corporate banking products and services and service attributes
Topic/Structure
Overview of Corporate Banking Industry
- Banking and Financial Services Overview
- Financial Market Overview
- Banking & Financing Needs of Corporates
- Core Corporate Banking products & services
Commercial Loans
- Types of Loans and Purpose of Financing
- Key Features of Bilateral and Syndicated Loans
- Interest Rate Framework
- Loans Related Fees
Trade Finance
- Risks in International Trade
- Documentation in International Trade
- INCOTERMS
- Payment Methods
- Guarantees
- Supply Chain Financing
Cash Management
- Introduction
- Account structures and liquidity management
- Payment methods and solutions
- Cross border international payment and settlement
- Multilateral payment and settlements system
- Cash management impact on changing payment landscape in China and Asia
- Collection Solutions
- Banking Channels
- Digital banking solutions
Treasury Solutions
- Key Objectives of Treasury Solutions
- Basic Derivatives Overview
- Basic Spot Foreign Exchange Rate Quotations
- Hedging FX Risks Using Forward Contracts
- Hedging Risks Using Interest Rate Swaps
- Hedging Risks Using Currency Swaps
- Hedging Risks Using Interest Rate Options
- Yield Enhancement Instruments
- Introduction to Bonds
- Commodities trading for investment purposes
Credit Evaluation
- Components of credit risk
- Lending process overview
- Credit evaluation framework
- Content of a credit application
- Financial performance indicators
- Collateral & Credit Support
- Structuring the Credit Facility
Assessment
As part of the requirement for IBF-STS accredited courses, there will be an assessment conducted at the end of the course. The mode of assessment, which is up to the trainer’s discretion, may be an online quiz, a presentation or based on classroom exercises.
Participants are required to attain a minimum of 75% attendance and pass the associated assessment in order to receive a digital Certificate of Completion issued by Singapore Management University.
Fee Table
PARTICIPANT PROFILE
| SELF-SPONSORED
| COMPANY-SPONSORED |
Singapore Citizen < 40 years old
Permanent Resident
| $1,7701 | $1,7701 |
Singapore Citizen ≥ 40 years old
| $1,1702 | $1,1702 |
International Participant
| $3,270 (No Funding)
| $3,270 (No Funding)
|
All prices include 9% GST
1 50% IBF-STS funding for Singapore Citizens and Permanent Residents
2 70% IBF-STS funding for Singapore Citizens aged 40 years old and above
For more information, you may refer to this link.
Note: Fees may be subject to change, according to prevailing funding terms and conditions from the Institute of Banking and Finance Singapore (IBF).
Please note that the programme fees are subject to change without prior notice.
IBF - STS Funding (For courses commencing from 1 Jan 2023 onwards)
Standards Training Scheme
IBF-STS Funding of 50% is available to eligible institutions and qualified individuals, subject to meeting the attendance requirement and passing of assessment. The IBF-STS funding is subject to a cap of S$3,000 per participant per programme.
Singapore Citizens aged 40 years old and above will be eligible for 70% co-funding of direct training costs.
The IBF Standards Training Scheme (IBF-STS) provides funding for training and assessment programmes accredited under the Skills Framework for Financial Services. It is applicable for both Company-Sponsored and Non Company-Sponsored individuals.
Click here for more details.
Intake Information
This module is conducted in-person.
| Course | Dates |
|---|---|
| INTAKE 1 | 7 - 9 Apr and 18 Apr 2025 (Assessment: 18 Apr, 9:15am - 10:45am) [Open for Registration] |
*Online registration will close 5 calendar days before the course start date
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