Business, Banking, Insurance & Investment Analysis

Here’s What You’ll Learn:

Module 1: Introduction to the Banking Industry

Module 2: Core Banking Products and Services

Module 3: Account Opening and Customer Onboarding

Module 4: Deposit Operations and Management

Module 5: Lending Operations and Credit Management

Module 6: Payment Systems and Transactions

Module 7: Treasury Functions and Foreign Exchange

Module 8: Compliance and Regulatory Framework in Banking

Module 9: Customer Service and Relationship Management in Banking

Module 10: Risk Management in Banking Operations

Here’s What You’ll Learn:

Module 1: Foundations of Credit and Lending

Module 2: Understanding Financial Statements for Credit Analysis

Module 3: Ratio Analysis and Financial Performance Evaluation

Module 4: Assessing Borrower Character and Repayment Capacity

Module 5: Collateral Evaluation and Security Documentation

Module 6: Loan Structuring and Pricing

Module 7: Credit Risk Assessment and Grading

Module 8: Loan Documentation and Legal Aspects of Lending

Module 9: Loan Monitoring and Problem Loan Management

Module 10: Regulatory and Compliance in Lending

Module 1: Introduction to Treasury Management in Banking

Module 2: Liquidity Management in Banks

Module 3: Bank Funding Strategies and Money Markets

Module 4: Investment Portfolio Management for Banks

Module 5: Foreign Exchange (FX) Operations and Risk Management

Module 6: Interest Rate Risk Management (IRRBB)

Module 7: Use of Financial Derivatives in Treasury Management

Module 8: Balance Sheet Management and Optimization

Module 9: Treasury Regulations and Compliance in Kenya

Module 10: Treasury Performance Measurement and Reporting

FD

Here’s What You’ll Learn:

Module 1: Introduction to International Banking and Trade Finance

Module 2: The Landscape of International Trade

Module 3: Methods of Payment in International Trade

Module 4: Documentary Collections

Module 5: Letters of Credit: Fundamentals

Module 6: Letters of Credit: Advanced Concepts and Operations

Module 7: Guarantees and Standby Letters of Credit

Module 8: Trade Finance Instruments and Techniques

Module 9: Risk Management in International Banking and Trade Finance

Module 10: Compliance, Regulations, and Future Trends

Here’s What You’ll Learn:

Module 1: Introduction to Customer Relationship Management (CRM) in Banking

Module 2: Understanding the Banking Customer

Module 3: CRM Strategies for Banks

Module 4: CRM Technologies and Systems for Banking

Module 5: Data Management and Analytics in Banking CRM

Module 6: Customer Segmentation and Targeting in Banking

Module 7: Personalization and Customization in Banking CRM

Module 8: Customer Loyalty and Retention Strategies for Banks

Module 9: Measuring CRM Effectiveness in Banking

Module 10: The Future of CRM in Banking

Here’s What You’ll Learn:

Module 1: Understanding the Landscape of Corporate Banking

Module 2: The Role and Skills of an Effective Corporate Relationship Manager

Module 3: Client Acquisition and Onboarding in Corporate Banking

Module 4: Understanding Corporate Client Needs and Financial Analysis

Module 5: Developing Tailored Corporate Banking Solutions

Module 6: Credit and Lending for Corporate Clients

Module 7: Managing and Growing Corporate Client Relationships

Module 8: Risk Management and Compliance in Corporate Banking Relationships

Module 9: Negotiation and Sales Skills in Corporate Banking

Module 10: The Future of Corporate Banking and Relationship Management

Here’s What You’ll Learn:

Module 1: Introduction to Branch Banking Operations

Module 2: Branch Structure, Roles, and Responsibilities

Module 3: Customer Service Excellence in Branch Banking

Module 4: Account Opening and Maintenance Procedures

Module 5: Cash Management and Teller Operations

Module 6: Lending and Credit Operations at the Branch Level

Module 7: Compliance and Regulatory Requirements for Branch Operations

Module 8: Sales and Business Development in Branch Banking

Module 9: Branch Security and Risk Management

Module 10: Branch Performance Management and Leadership

Here’s What You’ll Learn:

Module 1: Introduction to Insurance Claims Management

Module 2: The Insurance Claims Process

Module 3: Claims Investigation and Assessment

Module 4: Policy Interpretation and Coverage Analysis

Module 5: Fraud Detection and Prevention in Claims

Module 6: Negotiation and Settlement Strategies

Module 7: Customer Communication and Claims Handling Best Practices

Module 8: Legal and Regulatory Aspects of Claims Management

Module 9: Technology and Innovation in Claims Management

Module 10: Claims Management Performance and Improvement

Here’s What You’ll Learn:

Module 1: Introduction to Insurance Regulation in Kenya

Module 2: The Insurance Regulatory Authority (IRA) of Kenya

Module 3: The Insurance Act (CAP 487) and Subsidiary Legislation

Module 4: Licensing and Registration of Insurance Entities

Module 5: Governance and Financial Requirements for Insurers

Module 6: Conduct of Business and Consumer Protection

Module 7: Intermediaries: Agents, Brokers, and Bancassurance

Module 8: Claims Handling and Dispute Resolution Regulations

Module 9: Anti-Money Laundering (AML) and Compliance in Insurance

Module 10: Emerging Trends and the Future of Insurance Regulation in Kenya

Here's What You'll Learn:

Module 1: Introduction to General Insurance and its Products

Module 2: The Underwriting Process in General Insurance

Module 3: Property and Business Interruption Insurance

Module 4: Liability and Motor Vehicle Insurance

Module 5: Marine, Aviation, and Transit Insurance

Module 6: Bancassurance and Microinsurance

Module 7: Claims Management and Loss Adjustment

Module 8: Reinsurance and Coinsurance Principles

Module 9: Insurance Regulation, Ethics, and Governance

Module 10: Emerging Trends and Technology in General Insurance

Here's What You'll Learn:

Module 1: Introduction to Life Assurance

Module 2: The Underwriting Process in Life Assurance

Module 3: Life Assurance Products: Term and Whole Life

Module 4: Annuities and Retirement Planning

Module 5: Health Insurance and Critical Illness Products

Module 6: Group Life and Employee Benefits

Module 7: Financial Planning and Needs Analysis

Module 8: Actuarial Principles and Risk Management

Module 9: Legal and Regulatory Frameworks

Module 10: Claims, Servicing, and Customer Management

Here's What You'll Learn:

Module 1: The Sales and Marketing Ecosystem in Insurance

Module 2: The Insurance Sales Process

Module 3: Prospecting and Lead Generation

Module 4: Effective Communication and Negotiation Skills

Module 5: Digital Marketing for Insurance Professionals

Module 6: Building and Managing Client Relationships

Module 7: Sales Ethics, Regulation, and Compliance

Module 8: Sales Team Management and Motivation

Module 9: Product Knowledge and Value Proposition

Module 10: The Future of Insurance Sales