With increasing sophistication among clients, banking professionals need to have the relevant knowledge and expertise to bring value to clients, and sustain profitable growth in the long term.

Market opportunities favour those who are well-versed with the workings of the industry.

Designed for new entrants, the SMU Executive Certificate in Commercial Banking (IBF Level 1) course provides a structured training roadmap to learn the fundamental building blocks of corporate banking, and acquire critical competencies to become successful corporate bankers.

The course comprises of 2 modules. Module 1: Credit Evaluation and Management and Module 2: Structuring Credit Facilities.

 

Programme Objectives

  • Learn the principles of commercial banking

  • Differentiate features and applications of core corporate banking products and services

  • Know the relevant corporate banking regulations, industry guidelines and practices

  • Identify prospective clients through market research

  • Understand credit evaluation framework and process

  • Assess credit worthiness of clients

  • Detect early warning signs and triggers to loan default

  • Structure credit facilities to meet clients’ financing needs

  • Apply securities and covenants to mitigate lending risks

  • Perform wallet sizing to identify cross-selling opportunities

Who Should Attend

  • New hires, management associates supporting the corporate banking functions in either client facing,  credit analysis or operational support roles

  • Relationship managers and credit analysts keen to be certified via structured training

  • Trade finance, cash management, credit administration 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

  • Aspiring individuals who are keen to pursue a career in the corporate banking industry

Topics

Module 1: Credit Evaluation and Management (IBF Level 1)
(13, 20, 27 Jan, 3, 10 Feb '18)

  • Corporate Banking 101

  • Regulatory Framework for Commercial Lending

  • Credit Evaluation & Management

 

Module 2: Structure Credit Facilities (IBF Level 1)
(7, 14, 21, 28 Apr '18)

  • Client Prospecting

  • Effective Cross-Selling to Key Account

  • Structuring Credit Facilities

 

For detailed curriculum, please download brochure.

Assessment & Certification

Participants will take a written assessment at the end of each module. Participants who pass all assessments, including the Corporate Banking Common Examination (CBCE) administered by IBF, will be awarded the SMU Executive Certificate in Commercial Banking (IBF Level 1), and be conferred the IBF Qualified (IBFQ) certification status.  

 

A financial practitioner with IBFQ certification is equipped with broad-based capabilities and foundational competencies to undertake new roles.

 

Find out more about IBF Certification and its benefits at: https://www.ibf.org.sg/certification/Pages/Overview.aspx

Type of Course

Classroom

Category

Finance, Financial IT and Risk Management

Instructional Methods and Expectations

Lectures, Discussions, Exercises

Fees & Funding

Module 1
SGD $3,850 (excl. GST)
SGD $1,155 (net of 70% IBF-STS funding, excl. GST)

Module 2
SGD $3,150 (excl. GST)
SGD $945 (net of 70% IBF-STS funding, excl. GST)

 

IBF-STS Funding
IBF-STS Funding of 70% is available to eligible institutions and qualified individuals subject to a cap of S$7,000 per participant per programme. Singapore Citizens aged 40 years old and above are eligible for 90% co-funding of direct training costs, subject to the existing grant caps. For terms and conditions, please click here: https://www.ibf.org.sg/programmes/Pages/IBF-STS.aspx

 

SkillsFuture Credit
Singapore Citizens aged 25 and above, and self-funding may use their SkillsFuture Credit (up to S$500) to defray part of the course fee. Please click User Guide on how to submit your claim. SkillsFuture Credit claims may be submitted by logging in via MySkillsFuture.sg.


Union Training Assistance Program (UTAP)
NTUC members are eligible for UTAP funding at 50% of the unfunded course fee capped at $250 every year. For application, terms and conditions, please click here.

Prerequisites

Candidates should have tertiary qualifications and/or possess relevant working experience in banking and finance. 

Course Dates

Module 1
13 Jan - 10 Mar 2018

Module 2
7 Apr - 19 May 2018

Sat 09:00 - 16:00; 09:00 - 17:00

Contact Us

For enquiries, please contact Jaclyn Mah at 6828 0254, Diane Sew at  6808 5117, or email fti@smu.edu.sg

Programme Policies

Please click here for the programme policies, terms and conditions. 

Trainer’s Biography

Adam Wong is a senior corporate consumer banking professional and banking consultant, with a 24-year track record successfully improving global and regional banks’ revenue and profits. He has extensive experience in designing and managing business models focusing on integrating SME banking into Consumer Banking, Cash Management, Corporate Banking and Trade Finance, with strong strategic orientation and regional exposure in South Asia and Hong Kong. Adam has over 20 years of financial training experience. He currently manages a consulting firm focusing on the design and delivery of quality training programmes in SME financing, credit evaluation, cash management, syndications, project finance and trade finance, and strategic business coaching to senior managers for financial institutions in Asia.