Learning Solutions

Our robust curriculum of comprehensive learning solutions is aligned with industry and risk management best practices and is designed to provide you with scalable, flexible support.

 
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Accounting for Credit Professionals: Canadian Edition

12 - 15 hours

USD 450.00

Accounting for Credit Professionals is designed for credit professionals who have knowledge of accounting but would benefit from a refresher.

 

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eLearning , SME Banking , Commercial Banking , Corporate/Investment Banking
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Accounting for Credit Professionals: French Canadian

12 - 15 hours

USD 450.00

Accounting for Credit Professionals is designed for credit professionals who have knowledge of accounting but would benefit from a refresher.

 

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eLearning , SME Banking , Commercial Banking , Corporate/Investment Banking
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Accounting for Credit Professionals: IFRS Edition

12 - 15 hours

USD 450.00

Accounting for Credit Professionals is designed for credit professionals who have knowledge of accounting but would benefit from a refresher.

 

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eLearning , SME Banking , Commercial Banking , Corporate/Investment Banking
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Accounting for Credit Professionals: Korean

12 - 15 hours

USD 450.00

Accounting for Credit Professionals is designed for credit professionals who have knowledge of accounting but would benefit from a refresher.

 

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eLearning , SME Banking , Commercial Banking , Corporate/Investment Banking
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Accounting for Credit Professionals: Latin American Spanish

12 - 15 hours

USD 450.00

Accounting for Credit Professionals is designed for credit professionals who have knowledge of accounting but would benefit from a refresher.

 

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eLearning , SME Banking , Commercial Banking , Corporate/Investment Banking
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Accounting for Credit Professionals: Simplified Chinese

12 - 15 hours

USD 450.00

Accounting for Credit Professionals is designed for credit professionals who have knowledge of accounting but would benefit from a refresher.

 

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eLearning , SME Banking , Commercial Banking , Corporate/Investment Banking
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Accounting for Credit Professionals: U.S. GAAP Edition

12 - 15 hours

USD 450.00

Accounting for Credit Professionals is designed for credit professionals who have knowledge of accounting but would benefit from a refresher.

 

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eLearning , SME Banking , Commercial Banking , Corporate/Investment Banking
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Advanced Bank Risk Analysis

3 days

USD 3,995.00

Advanced Bank Risk Analysis is a three-day course that provides you with a structured framework for the comprehensive analysis of bank risk profiles in both developed and emerging markets.

 

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Instructor-Led , Corporate/Investment Banking
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Advanced Commercial Real Estate Analysis

2 days

USD 2,995.00

Advanced Commercial Real Estate Analysis provides an overview of the CRE industry and a review of CRE valuation concepts and investment return analysis.

 

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Instructor-Led , Corporate/Investment Banking
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Advanced Corporate Credit Analysis

3 days

USD 3,995.00

This program is designed to lift credit professionals' analysis skills to an advanced level. It includes peer group analysis, market-based credit models, complex capital structures, event risk, and early warning signs.

 

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Instructor-Led , Corporate/Investment Banking
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Advanced Financial Statement Analysis

3 days

USD 3,895.00

This three-day course gives participants a detailed understanding of financial statements, in the context of rapidly changing standards, for assessing financial risk.

 

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Instructor-Led , Commercial Banking , Corporate/Investment Banking
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Advancing Customer Connections

2 -3 hours online, 1 day in person

Advancing Customers Connections teaches branch bankers and managers how to prepare for and execute high-value, customer-focused follow-up meetings to strengthen and expand the personal banking relationship.

 

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Blended , Retail Banking
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Advancing Member Connections

2 -3 hours online, 1 day in person

Advancing Member Connections teaches branch bankers and managers how to prepare for and execute high-value, customer-focused follow-up meetings to strengthen and expand the personal banking relationship.

 

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Blended , Credit Unions
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Agricultural Lending: Canadian Edition

18 hours

USD 725.00

Agricultural Lending explores the unique factors associated with lending to farms and farm-related businesses.

 

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eLearning , Commercial Banking , SME Banking
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Agricultural Lending: Canadian French Edition

18 hours

USD 725.00

Agricultural Lending explores the unique factors associated with lending to farms and farm-related businesses.

 

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eLearning , Commercial Banking , SME Banking
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Agricultural Lending: International Edition

18 hours

USD 725.00

Agricultural Lending explores the unique factors associated with lending to farms and farm-related businesses.

 

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eLearning , Commercial Banking , SME Banking
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Agricultural Lending: U.S. Edition

18 hours

USD 725.00

Agricultural Lending explores the unique factors associated with lending to farms and farm-related businesses.

 

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eLearning , Commercial Banking , SME Banking
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Analyzing Commercial Real Estate: International Edition

10 - 12 hours

USD 475.00

Analyzing Commercial Real Estate provides an analytical framework for assessing risks associated with commercial real estate and improving the quality of lending decisions.

 

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eLearning , Credit Unions , SME Banking , Commercial Banking , Private Banking
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Asset and Liability Management

3 days

USD 3,995.00

This three-day course reviews the critical role of asset and liability management in optimizing a financial institution’s liquidity and capital structure.

 

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Instructor-Led , Corporate/Investment Banking
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Building Customer Connections

2 -3 hours online, 2 days in person

Building Customer Connections teaches personal bankers and branch managers how to have meaningful conversations with customers that build loyal relationships and earn additional business for your financial institution.

 

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Blended , Retail Banking
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Building Member Connections

2 -3 hours online, 2 days in person

Building Member Connections teaches personal bankers and branch managers how to have meaningful conversations with customers that build loyal relationships and earn additional business for your financial institution.

 

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Blended , Credit Unions
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Business Development Skills: Latin American Spanish

7 hours

USD 345.00

Business Development Skills is designed for commercial and corporate lenders and relationship managers who want to re-energize their approach to sales and fine-tune their ability to grow their portfolios.

 

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eLearning , SME Banking , Commercial Banking , Corporate/Investment Banking
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Business Development Skills: U.S. Edition

7 hours

USD 345.00

Business Development Skills is designed for commercial and corporate lenders and relationship managers who want to re-energize their approach to sales and fine-tune their ability to grow their portfolios.

 

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eLearning , SME Banking , Commercial Banking , Corporate/Investment Banking
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Business Lending Fundamentals: Australia Edition

10 - 12 hours

USD 890.00

Business Lending Fundamentals teaches banking and lending professionals how to explore borrowing needs and identify potential credit solutions for businesses that generate less than USD $15 million in revenue.

 

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eLearning , Retail Banking , SME Banking , Credit Unions , Private Banking
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Business Lending Fundamentals: Bahasa

10 - 12 hours

USD 890.00

Business Lending Fundamentals teaches banking and lending professionals how to explore borrowing needs and identify potential credit solutions for businesses that generate less than USD $15 million in revenue.

 

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eLearning , Retail Banking , SME Banking , Credit Unions , Private Banking
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Business Lending Fundamentals: International Edition

10 - 12 hours

USD 890.00

Business Lending Fundamentals teaches banking and lending professionals how to explore borrowing needs and identify potential credit solutions for businesses that generate less than USD $15 million in revenue.

 

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eLearning , Retail Banking , SME Banking , Credit Unions , Private Banking
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Business Lending Fundamentals: Latin American Spanish

10 - 12 hours

USD 890.00

Business Lending Fundamentals teaches banking and lending professionals how to explore borrowing needs and identify potential credit solutions for businesses that generate less than USD $15 million in revenue.

 

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eLearning , Retail Banking , SME Banking , Credit Unions , Private Banking
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Business Lending Fundamentals: New Zealand Edition

10 - 12 hours

USD 890.00

Business Lending Fundamentals teaches banking and lending professionals how to explore borrowing needs and identify potential credit solutions for businesses that generate less than USD $15 million in revenue.

 

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eLearning , Retail Banking , SME Banking , Credit Unions , Private Banking
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Business Lending Fundamentals: U.S. Edition

10 - 12 hours

USD 890.00

Business Lending Fundamentals teaches banking and lending professionals how to explore borrowing needs and identify potential credit solutions for businesses that generate less than USD $15 million in revenue.

 

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eLearning , Retail Banking , SME Banking , Credit Unions , Private Banking
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Business Lending: U.S. Edition

25 - 30 hours

USD 1,310.00

Business Lending teaches bankers, lenders, analysts, and underwriters how to use the Decision Strategyâ„¢ to analyze lending opportunities with closely held businesses.

 

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eLearning , Retail Banking , SME Banking , Credit Unions
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Case Study Library

Moody’s Case Study Library is an innovative, three-part training solution that helps your commercial and SME lenders gain valuable analytical experience quickly, without exposing your organization to risk.

 

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Blended , Corporate/Investment Banking
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Certificate in Commercial Credit: International Edition

60 hours

USD 2,200.00

The Certificate in Commercial Credit (CICC) leverages Moody's deep expertise in credit assessment and risk management to certify the achievement of the highest standards of credit analysis and decisioning.

 

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Certificate , Commercial Banking , Corporate/Investment Banking
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Certificate in Commercial Credit: U.S. Edition

60 hours

USD 2,200.00

The Certificate in Commercial Credit (CICC) leverages Moody's deep expertise in credit assessment and risk management to certify the achievement of the highest standards of credit analysis and decisioning.

 

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Certificate , Commercial Banking , Corporate/Investment Banking
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Certificate in Fixed Income Trading and Sales: International Version

60 hours

USD 825.00

The CFITS will help you unlock the knowledge and skills required to enter into and progress in a variety of roles that employ fixed income.

 

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Certificate , Corporate/Investment Banking
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Certificate in Small Business Banking: Canadian English

75 hours

USD 1,610.00

The Certificate in Small Business Banking (CSBB) leverages Moody's expertise in credit and risk to certify achievement of the highest standards in small business client servicing and loan decisions.

 

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Certificate , Retail Banking , SME Banking
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Certificate in Small Business Banking: Canadian French

75 hours

USD 1,610.00

The Certificate in Small Business Banking (CSBB) leverages Moody's expertise in credit and risk to certify achievement of the highest standards in small business client servicing and loan decisions.

 

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Certificate , Retail Banking , SME Banking
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Certificate in Small Business Banking: International Edition

75 hours

USD 1,610.00

The Certificate in Small Business Banking (CSBB) leverages Moody's expertise in credit and risk to certify achievement of the highest standards in small business client servicing and loan decisions.

 

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Certificate , Retail Banking , SME Banking
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Certificate in Small Business Banking: U.S. Edition

75 hours

USD 1,610.00

The Certificate in Small Business Banking (CSBB) leverages Moody's expertise in credit and risk to certify achievement of the highest standards in small business client servicing and loan decisions.

 

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Certificate , Retail Banking , SME Banking
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Certified Branch Manager

65 - 85 hours

USD 945.00

Certified Branch Manager (CBM) teaches you the essential business acumen and best practice-led competencies in customer-centric branch management that drives revenue and process efficiencies and creates customer value through the branch network.

 

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eLearning , Retail Banking , Credit Unions
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Certified Retail Banker

170 - 220 hours

USD 2,835.00

Certified Retail Banker teaches you how to drive retail bank profitability and sustainability through a deep understanding of customer-centric solutions that serve customer needs and create customer lifetime value for their organizations.

 

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eLearning , Retail Banking , Credit Unions , SME Banking
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Certified Wealth Practitioner

15 - 20 hours

USD 685.00

Certified Wealth Practitioner (CWP) teaches the essential knowledge and competencies for delivering wealth management services to high-net-worth-individuals and families.

 

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eLearning , Retail Banking , Credit Unions , SME Banking , Credit Unions , Private Banking
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Climate Change and Sustainable Finance: International Edition

6 hours

USD 525.00

Climate Change and Sustainable Finance examines how climate change is reshaping the lending and investing environment and explores the benefits of financing and investing in opportunities arising from climate-related risks.

 

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eLearning , ESG and Climate
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Climate Change Fundamentals: International Edition

1.5 hours

USD 210.00

Climate Change Fundamentals examines the key drivers of climate change and explores climate-related risks and opportunities for businesses, financial institutions, and governments.

 

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eLearning , Retail Banking , Credit Unions , SME Banking , Corporate/Investment Banking , ESG and Climate
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Climate Change Fundamentals: U.S. Edition

1.5 hours

USD 210.00

Climate Change Fundamentals examines the key drivers of climate change and explores climate-related risks and opportunities for businesses, financial institutions, and governments.

 

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eLearning , Retail Banking , Credit Unions , SME Banking , Corporate/Investment Banking , ESG and Climate
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Coach the Coach

1 day

Coach the Coach prepares “managers of managers” to mentor their direct reports and ensure that their coaching sessions are focused on the activities and behaviors most likely to enhance the customer experience and drive results.

 

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Blended , Retail Banking , Credit Unions
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Collaborative Business Conversations

2 -3 hours online, 2 days in person

Collaborative Business Conversations prepares commercial lenders to have customer-focused conversations that give them the information they need to successfully identify and structure risk-aware credit solutions.

 

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Blended , Commercial Banking , Corporate/Investment Banking
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Collaborative Small Business Conversations

2 -3 hours online, 2 days in person

Collaborative Business Conversations prepares commercial lenders to have customer-focused conversations that give them the information they need to successfully identify and structure risk-aware credit solutions.

 

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Blended , Retail Banking , SME Banking
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Commercial Lending: Australia Edition

30 - 35 hours

USD 1,420.00

The training solution of choice for lenders, analysts and underwriters worldwide. From analyzing requests to building risk-aware loan structures, this comprehensive, industry-leading course introduces the skills and knowledge learners need to establish or expand their professional currency.

 

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eLearning , Commercial Banking , Corporate/Investment Banking
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Commercial Lending: Canadian English

30 - 35 hours

USD 1,420.00

The training solution of choice for lenders, analysts and underwriters worldwide. From analyzing requests to building risk-aware loan structures, this comprehensive, industry-leading course introduces the skills and knowledge learners need to establish or expand their professional currency.

 

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eLearning , Commercial Banking , Corporate/Investment Banking
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Commercial Lending: Canadian French

30 - 35 hours

USD 1,420.00

The training solution of choice for lenders, analysts and underwriters worldwide. From analyzing requests to building risk-aware loan structures, this comprehensive, industry-leading course introduces the skills and knowledge learners need to establish or expand their professional currency.

 

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eLearning , Commercial Banking , Corporate/Investment Banking
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Commercial Lending: International Edition

30 - 35 hours

USD 1,420.00

The training solution of choice for lenders, analysts and underwriters worldwide. From analyzing requests to building risk-aware loan structures, this comprehensive, industry-leading course introduces the skills and knowledge learners need to establish or expand their professional currency.

 

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eLearning , Commercial Banking , Corporate/Investment Banking
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Commercial Lending: Latin American Spanish

30 - 35 hours

USD 1,420.00

The training solution of choice for lenders, analysts and underwriters worldwide. From analyzing requests to building risk-aware loan structures, this comprehensive, industry-leading course introduces the skills and knowledge learners need to establish or expand their professional currency.

 

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eLearning , Commercial Banking , Corporate/Investment Banking
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Commercial Lending: U.S. Edition

30 - 35 hours

USD 1,420.00

The training solution of choice for lenders, analysts and underwriters worldwide. From analyzing requests to building risk-aware loan structures, this comprehensive, industry-leading course introduces the skills and knowledge learners need to establish or expand their professional currency.

 

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eLearning , Commercial Banking , Corporate/Investment Banking
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Commercial Real Estate Analysis Foundations

2 days

USD 2,595.00

This two-day course presents a framework for understanding commercial real estate (CRE) analysis and provides you with the techniques to reduce risk and improve your decision-making and loan structuring skills.

 

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Instructor-Led , Commercial Banking , Corporate/Investment Banking
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Commercial Real Estate Lending: U.S. Edition

15 - 20 hours

USD 940.00

Learn best practices for analyzing, documenting, and managing commercial real estate loans in the U.S.

 

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eLearning , Commercial Banking , Credit Unions , Private Banking , SME Banking
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Consumer Lending: Australia Edition

9 - 11 hours

USD 525.00

Consumer Lending: Australia Edition teaches customer-facing and support staff a systematic approach for evaluating requests for secured and unsecured credit in accordance with Australia's regulatory framework.

 

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eLearning , Credit Unions , Private Banking , Retail Banking , SME Banking
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Consumer Lending: U.S. Edition

12 - 15 hours

USD 525.00

Consumer Lending: U.S. Edition is a comprehensive course that teaches both customer-facing staff and underwriters a systematic approach for evaluating requests for secured, unsecured, and home equity loans.

 

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eLearning , Retail Banking , Credit Unions , SME Banking , Private Banking
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Consumer Lending: U.S. Edition + Regulations

12 - 15 hours

USD 525.00

Consumer Lending: U.S. Edition is a comprehensive course that teaches both customer-facing staff and underwriters a systematic approach for evaluating requests for secured, unsecured, and home equity loans.

 

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eLearning , Retail Banking , Credit Unions , SME Banking , Private Banking
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Corporate Cash Flow Analysis

3 days

USD 3,995.00

This course focuses on the importance of cash flow analysis in the credit assessment process. The course also deals with the credit risks of companies with international activities, and the difficulties involved when dealing with off-balance sheet and contingent liabilities.

 

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Instructor-Led , Corporate/Investment Banking
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Corporate Credit Rating Analysis

3 days

USD 3,995.00

This unique three-day course tackles intermediate to advanced corporate credit analysis, the framework for the Moody's Investors Service credit rating system, and the use of quantitative credit tools.

 

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Instructor-Led , Corporate/Investment Banking
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Corporate Debt Restructuring

2 days

USD 2,795.00

This two-day course deals with the background and resolution of debt restructuring issues and reviews techniques for limiting exposure.

 

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Instructor-Led , Corporate/Investment Banking
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Counterparty Credit Risk

2 days

USD 2,795.00

This two-day course provides a review of the critical issues surrounding counterparty credit risk and other risks associated with over-the-counter (OTC) derivative contracts.

 

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Instructor-Led , Corporate/Investment Banking
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Covenants and Documentation

1 day

USD 1,695.00

This one-day course tackles how financial professionals should review credit documentation, and what pitfalls to look out for in this process.

 

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Instructor-Led , SME Banking , Commercial Banking , Corporate/Investment Banking
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Creating Customer Connections

2 -3 hours online, 1 day in person

Creating Customer Connections teaches frontline staff how to create exceptional customer experiences that differentiate your financial institution from its competitors and set the stage for loyal, lasting relationships.

 

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Blended , Retail Banking
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Creating Member Connections

2 -3 hours online, 1 day in person

Creating Member Connections teaches frontline staff how to create exceptional customer experiences that differentiate your financial institution from its competitors and set the stage for loyal, lasting relationships.

 

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Blended , Credit Unions
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Credit Coach

2 hours

Credit Coach is an innovative, scenario-based, eLearning tool that assesses a credit professional’s performance and decision making.

 

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eLearning , Retail Banking , Credit Unions , SME Banking , Commercial Banking , Corporate/Investment Banking
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Credit Masterclass

5 days

USD 4,995.00

Credit Masterclass is a comprehensive course that covers analyzing the single obligor, transaction analysis, credit decision, monitoring, early warning signs of deteriorating credit quality, dealing with problem credits, debt restructurings, and workouts.

 

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Instructor-Led , Commercial Banking , Corporate/Investment Banking
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Credit Reasoning and Writing

2 days

USD 2,795.00

Credit Reasoning and Writing teaches credit professionals how to prepare clear, complete credit approval documents that succinctly describe the financial institution's credit risk exposure.

 

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Instructor-Led , SME Banking , Commercial Banking , Corporate/Investment Banking
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Credit Reasoning and Writing: Latin American Spanish

3 hours

USD 290.00

Credit Reasoning and Writing teaches credit professionals how to prepare clear, complete credit approval documents that succinctly describe the financial institution's credit risk exposure.

 

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eLearning , Commercial Banking , Corporate/Investment Banking
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Credit Reasoning and Writing: U.S. Edition

3 hours

USD 290.00

Credit Reasoning and Writing teaches credit professionals how to prepare clear, complete credit approval documents that succinctly describe the financial institution's credit risk exposure.

 

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eLearning , Commercial Banking , Corporate/Investment Banking
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Customer Experience Coaching

2 -3 hours online, 1 day in classroom

Customer Experience Coaching prepares retail banking managers to successfully coach direct reports who are actively using the CON2ECT Customer Experience Model.

 

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Blended , Retail Banking
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Delivering Small Business Solutions: Canada Edition

15 - 20 hours

USD 370.00

Delivering Small Business Solutions addresses the specific risks that bankers must consider during the proposal and application stages.

 

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eLearning , SME Banking , Credit Unions
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Delivering Small Business Solutions: Canadian French

15 - 20 hours

USD 370.00

Delivering Small Business Solutions addresses the specific risks that bankers must consider during the proposal and application stages.

 

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eLearning , SME Banking , Credit Unions
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Delivering Small Business Solutions: International Edition

15 - 20 hours

USD 370.00

Delivering Small Business Solutions addresses the specific risks that bankers must consider during the proposal and application stages.

 

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eLearning , SME Banking , Credit Unions
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Due Diligence and Compliance

4 hours

USD 240.00

Due Diligence and Compliance is designed for anyone seeking to develop an understanding of, or refresh their knowledge of, their customer due diligence obligations when assessing commercial lending proposals.

 

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eLearning , Compliance , Corporate/Investment Banking , Credit Unions , Retail Banking , SME Banking
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Effective Credit Conversations

4 hours

Effective Credit Conversations teaches relationship managers how to balance their roles as customer-oriented salesperson and risk-averse lender while building stronger, more profitable relationships with business owners.

 

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Blended , SME Banking
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Elevating the Customer Experience

4 - 5 hours

USD 370.00

Elevating the Customer Experience teaches frontline bankers to approach each financial center visit as an opportunity to build meaningful, long-lasting relationships.

 

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eLearning , Retail Banking
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Elevating the Member Experience

4 - 5 hours

USD 370.00

Elevating the Member Experience teaches frontline personnel to approach each financial center visit as an opportunity to build meaningful, long-lasting relationships.

 

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eLearning , Credit Unions
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ESG and Business Strategy

2 days

USD 2,895.00

ESG and Business Strategy teaches financial services professionals how to integrate ESG and the related risks and opportunities into their corporate strategy.

 

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Instructor-Led , Corporate/Investment Banking , ESG and Climate
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ESG Risk Assessment for Lenders & Asset Managers

2 days

USD 2,995.00

ESG Risk Assessment for Lenders & Asset Managers is a two-day course that provides Candidates with an understanding of sustainable financing and investing with a special focus on ESG considerations.

 

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Instructor-Led , Corporate/Investment Banking , ESG and Climate
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ESG Risk Assessment Fundamentals: International Edition

6 hours

USD 370.00

ESG Risk Assessment Fundamentals introduces the core principles, regulations, and frameworks that banking and lending professionals must understand to incorporate ESG factors into their decision-making processes.

 

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eLearning , Corporate/Investment Banking , ESG and Climate
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Evaluating Liquidity Risk

1 day

USD 1,695.00

This intensive five-hour program offers an overview of some of the key problems that companies face when market conditions deteriorate and some of the actions that companies may need to take to protect their liquidity position.

 

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Instructor-Led , Corporate/Investment Banking
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Financial Accounting for Business Lenders: IFRS

10-12 hours

USD 835.00

Financial Accounting for Business Lenders introduces lenders, analysts, credit officers, and underwriters to the accrual accounting concepts that will help them evaluate and analyze the financial statements of small and midsize businesses.

 

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eLearning , SME Banking
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Financial Accounting for Business Lenders: U.S. GAAP

10-12 hours

USD 835.00

Financial Accounting for Business Lenders introduces lenders, analysts, credit officers, and underwriters to the accrual accounting concepts that will help them evaluate and analyze the financial statements of small and midsize businesses.

 

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eLearning , SME Banking
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Financial Accounting for Lenders: Australian Accounting Standards

20 - 25 hours

USD 1,100.00

Financial Accounting for Lenders explores fundamental accrual accounting and cash flow concepts from the commercial or corporate lender's perspective. It is ideal for anyone seeking to build their knowledge of business financial statements from the ground up.

 

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eLearning , Commercial Banking , Corporate/Investment Banking
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Financial Accounting for Lenders: IFRS

20 - 25 hours

USD 1,100.00

Financial Accounting for Lenders explores fundamental accrual accounting and cash flow concepts from the commercial or corporate lender's perspective. It is ideal for anyone seeking to build their knowledge of business financial statements from the ground up.

 

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eLearning , Commercial Banking , Corporate/Investment Banking
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Financial Accounting for Lenders: Indian Accounting Standards

20 - 25 hours

USD 1,100.00

Financial Accounting for Lenders explores fundamental accrual accounting and cash flow concepts from the commercial or corporate lender's perspective. It is ideal for anyone seeking to build their knowledge of business financial statements from the ground up.

 

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eLearning , Commercial Banking , Corporate/Investment Banking
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Financial Accounting for Lenders: New Zealand GAAP

20 - 25 hours

USD 1,100.00

Financial Accounting for Lenders explores fundamental accrual accounting and cash flow concepts from the commercial or corporate lender's perspective. It is ideal for anyone seeking to build their knowledge of business financial statements from the ground up.

 

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eLearning , Commercial Banking , Corporate/Investment Banking
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Financial Accounting for Lenders: U.S. GAAP

20 - 25 hours

USD 1,100.00

Financial Accounting for Lenders explores fundamental accrual accounting and cash flow concepts from the commercial or corporate lender's perspective. It is ideal for anyone seeking to build their knowledge of business financial statements from the ground up.

 

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eLearning , Commercial Banking , Corporate/Investment Banking
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Financial Accounting Fraud Risk: International Edition

3 hours

USD 210.00

Financial Accounting Fraud Risk examines the methods a client may use to manipulate their financial statements and the steps a lender can take to detect potential fraud.

 

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eLearning , SME Banking , Commercial Banking , Corporate/Investment Banking
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Financial Analysis of Local Governments

1 day

USD 1,595.00

Financial Analysis of Local Governments equips you with the skills you need to analyze local governments' financial statements and identify risks and strengths.

 

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Instructor-Led , Corporate/Investment Banking
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Financial Crime Compliance

12-15 hours

USD 790.00

Financial Crime Compliance teaches bankers and lenders how to identify and appropriately address warning signs of criminal activity, including fraud, money laundering, terrorist financing, tax evasion, bribery, and corruption.

 

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eLearning , Retail Banking , Credit Unions , SME Banking , Corporate/Investment Banking , Compliance
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Foundations of Banking and Credit: Canadian French Edition

3-4 hours

USD 370.00

Foundations of Banking and Credit provides an overview of the banking industry, and examines how a bank earns money and manages risks, including credit risk.

 

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eLearning , Enterprise
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Foundations of Banking and Credit: International Edition

3-4 hours

USD 370.00

Foundations of Banking and Credit provides an overview of the banking industry, and examines how a bank earns money and manages risks, including credit risk.

 

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eLearning , Enterprise
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Foundations of Banking and Credit: U.S. Edition

3-4 hours

USD 370.00

Foundations of Banking and Credit provides an overview of the banking industry, and examines how a bank earns money and manages risks, including credit risk.

 

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eLearning , Enterprise
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Foundations of Banking: International Edition

3-4 hours

USD 315.00

Foundations of Banking provides an overview of the banking industry and examines how a bank earns money and manages risks.

 

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eLearning , Enterprise
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Foundations of Banking: U.S. Edition

3-4 hours

USD 315.00

Foundations of Banking provides an overview of the banking industry and examines how a bank earns money and manages risks.

 

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eLearning , Enterprise
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Fundamentals of Bank Risk Analysis

2 days

USD 2,995.00

This two-day course teaches participants the framework and tools needed to analyze bank credit risk, utilizing the publicly available credit rating methodology of our sister company, Moody's Investors Service.

 

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Instructor-Led , Corporate/Investment Banking
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Fundamentals of Corporate Credit

4 days

USD 4,495.00

This four-day course concentrates on single obligor analysis, both qualitative and quantitative. The topics covered enable credit practitioners to review real market situations and assess cash flow and credit implications.

 

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Instructor-Led , Commercial Banking , Corporate/Investment Banking
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High-Impact Prospecting and Networking

1 - 2 hours online, 1 day in person

High-Impact Prospecting and Networking teaches lenders how to improve their customer acquisition strategy by building centers of influence, prioritizing leads, and converting phone calls into appointments.

 

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Blended , SME Banking
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High Yield and Leveraged Finance Credit Analysis

2 days

USD 2,895.00

This two-day course reviews the basics of high-yield debt while providing an overview of current issues for this area of securities.

 

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Instructor-Led , Corporate/Investment Banking
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High Yield Bond Covenants: A Practical Approach

1 day

USD 1,695.00

This one-day course will review and analyze the key covenants used in high-yield bond documentation.

 

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Instructor-Led , Corporate/Investment Banking
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Insurance Credit Analysis

3 days

USD 3,895.00

This three-day course shows participants the framework and tools necessary to analyze the credit risk of insurance companies, utilizing the publicly available rating methodology of our sister company, Moody's Investors Service.

 

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Instructor-Led , Corporate/Investment Banking
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Integrated Analysis and Decision-Making

6 hours

USD 370.00

Integrated Analysis and Decision-Making introduces a systematic process for holistically assessing a borrower's financial, industry, business, and management data and risk factors in order to arrive at a well-reasoned loan decision.

 

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eLearning , Commercial Banking , Corporate/Investment Banking
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Introduction to Public Finance

2 days

USD 2,895.00

This two-day course provides a contextual framework for understanding U.S. public finance, and tools for analyzing key public finance credits.

 

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Instructor-Led , Corporate/Investment Banking
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Leveraged Loan Credit Agreements in the US Market: A Practical Approach

1 day

USD 1,795.00

This one-day course will review and analyze the key covenants and other provisions used in leveraged loan credit agreements.

 

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Instructor-Led , Corporate/Investment Banking
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Loan Documentation: U.S. Edition

4 - 6 hours

USD 415.00

Loan Documentation prepares U.S.-based lenders to evidence business and consumer loan transactions by collecting the appropriate documentation and properly executing subordination and security agreements.

 

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eLearning , SME Banking , Commercial Banking , Corporate/Investment Banking
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Managing Client Relationships: Bahasa

25 - 28 hours

USD 895.00

Managing Client Relationships is a comprehensive course designed for customer-facing lenders who want to optimize their business development plans and develop a self-aware, flexible communication style to better uncover and understand client need.

 

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eLearning , SME Banking , Commercial Banking , Corporate/Investment Banking
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Managing Client Relationships: International Edition

25 - 28 hours

USD 895.00

Managing Client Relationships is a comprehensive course designed for customer-facing lenders who want to optimize their business development plans and develop a self-aware, flexible communication style to better uncover and understand client need.

 

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eLearning , SME Banking , Commercial Banking , Corporate/Investment Banking
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Managing Client Relationships: North America Edition

25 - 28 hours

USD 895.00

Managing Client Relationships is a comprehensive course designed for customer-facing lenders who want to optimize their business development plans and develop a self-aware, flexible communication style to better uncover and understand client need.

 

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eLearning , SME Banking , Commercial Banking , Corporate/Investment Banking
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Managing Client Relationships: Simplified Chinese

25 - 28 hours

USD 895.00

Managing Client Relationships is a comprehensive course designed for customer-facing lenders who want to optimize their business development plans and develop a self-aware, flexible communication style to better uncover and understand client need.

 

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eLearning , SME Banking , Commercial Banking , Corporate/Investment Banking
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Managing Client Relationships: Traditional Chinese

25 - 28 hours

USD 895.00

Managing Client Relationships is a comprehensive course designed for customer-facing lenders who want to optimize their business development plans and develop a self-aware, flexible communication style to better uncover and understand client need.

 

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eLearning , SME Banking , Commercial Banking , Corporate/Investment Banking
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Measuring and Managing Climate Risk

1 day

USD 1,795.00

Measuring and Managing Climate Risk teaches participants how to identify potential sources of climate risk and use scenario analysis to evaluate the resulting transition and physical risks.

 

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Instructor-Led , ESG and Climate
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Mentoring Toolkits

Our Mentoring Toolkits help your financial institution’s managers, coaches and mentors to strengthen, supplement and sustain the skills and knowledge developed in our industry-leading eLearning courses.

 

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eLearning , Retail Banking , Credit Unions , SME Banking , Commercial Banking
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Minimizing Conduct Risk

3 - 4 hours

USD 185.00

Moody's Minimizing Conduct Risk (MCR) is an essential e-learning course that addresses the root causes of employee misconduct.

 

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eLearning , Retail Banking , Credit Unions , SME Banking , Corporate/Investment Banking
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Moody's Microlearning Library: International Edition

5 minutes each

USD 105.00

Expand your knowledge of lending- and financial accounting-related concepts via short bursts of targeted learning.

 

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eLearning , SME Banking , Commercial Banking , Corporate/Investment Banking
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Moody's Microlearning Library: U.S. Edition

5 minutes each

USD 105.00

Expand your knowledge of lending- and financial accounting-related concepts via short bursts of targeted learning.

 

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eLearning , SME Banking , Commercial Banking , Corporate/Investment Banking
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Optimizing Relationships with Small Business Clients: Canada Edition

25 - 30 hours

USD 370.00

Optimizing Relationships with Small Business Clients helps you develop superior sales and service skills to win more business.

 

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eLearning , Retail Banking , SME Banking
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Optimizing Relationships with Small Business Clients: Canadian French Edition

25 - 30 hours

USD 370.00

Optimizing Relationships with Small Business Clients helps you develop superior sales and service skills to win more business.

 

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eLearning , Retail Banking , SME Banking
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Optimizing Relationships with Small Business Clients: International Edition

25 - 30 hours

USD 370.00

Optimizing Relationships with Small Business Clients helps you develop superior sales and service skills to win more business.

 

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eLearning , Retail Banking , SME Banking
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Optimizing Relationships with Small Business Clients: U.S. Edition

25 - 30 hours

USD 370.00

Optimizing Relationships with Small Business Clients helps you develop superior sales and service skills to win more business.

 

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eLearning , Retail Banking , SME Banking
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Performance Planning Session

1 day

The Performance Planning Session is designed to build organizational alignment as your financial institution prepares to launch a retail sales and service training initiative in partnership with Moody’s.

 

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Instructor-Led , Retail Banking , Credit Unions
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Personal Effectiveness Skills: Latin American Spanish

13 hours

USD 370.00

Personal Effectiveness Skills teaches commercial and corporate lenders how to communicate, manage their emotions, and influence others' emotions in a positive, relationship-building way.

 

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eLearning , Commercial Banking , Corporate/Investment Banking , SME Banking
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Personal Effectiveness Skills: U.S. Edition

13 hours

USD 370.00

Personal Effectiveness Skills teaches commercial and corporate lenders how to communicate, manage their emotions, and influence others' emotions in a positive, relationship-building way.

 

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eLearning , Commercial Banking , Corporate/Investment Banking , SME Banking
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Private Banker Lending: International Edition

10 - 12 hours

USD 345.00

Private Banker Lending focuses on identifying borrowing needs of high net worth individuals.

 

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eLearning , Retail Banking , Credit Unions , Private Banking
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Private Banker Lending: U.S. Edition

10 - 12 hours

USD 345.00

Private Banker Lending focuses on identifying borrowing needs of high net worth individuals.

 

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eLearning , Retail Banking , Credit Unions , Private Banking
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Problem Credits: Early Warning Signs and Restructuring

2 days

USD 2,795.00

The course uses a real-world case study to track the phases of financial distress, restructuring, and bankruptcy for complex loans. Ultimately, lenders will be able to create an effective plan of action to address troubled situations and maximize recovery.

 

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Instructor-Led , Commercial Banking , Corporate/Investment Banking
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Problem Loans: International Edition

8 - 10 hours

USD 475.00

Problem Loans gives you the essential skills to recognize and proactively manage distressed loans to protect the bank from exposure to undue risks.

 

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eLearning , Commercial Banking , Corporate/Investment Banking
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Problem Loans: U.S. Edition

8 - 10 hours

USD 475.00

Problem Loans gives you the essential skills to recognize and proactively manage distressed loans to protect the bank from exposure to undue risks.

 

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eLearning , Commercial Banking , Corporate/Investment Banking
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Professional Retail Banker

15 hours

USD 370.00

Professional Retail Banker elevates your understanding of retail banking risk management, ethics, operations, customer experience, and sales.

 

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eLearning , Retail Banking , Credit Unions
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Project Finance Masterclass

3 days

USD 3,995.00

This masterclass helps participants assess project feasibility, conduct financial analyses, structure investments, and review key provisions of documentation.

 

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Instructor-Led , Corporate/Investment Banking
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Regulatory and Conduct Compliance

20-24 hours

USD 1,105.00

Regulatory and Conduct Compliance teaches bankers and lenders how to approach their roles lawfully, ethically, and with integrity in order to protect customers and minimize risk to the financial institution.

 

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eLearning , Retail Banking , Credit Unions , SME Banking , Corporate/Investment Banking , Compliance
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Retail Banking I

170 - 220 hours

USD 945.00

Certified Retail Banker teaches you how to drive retail bank profitability and sustainability through a deep understanding of customer-centric solutions that serve customer needs and create customer lifetime value for their organizations.

 

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eLearning , Retail Banking , Credit Unions , SME Banking
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Retail Banking II

170 - 220 hours

USD 945.00

Certified Retail Banker teaches you how to drive retail bank profitability and sustainability through a deep understanding of customer-centric solutions that serve customer needs and create customer lifetime value for their organizations.

 

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eLearning , Retail Banking , Credit Unions , SME Banking
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Retail Banking III

170 - 220 hours

USD 945.00

Certified Retail Banker teaches you how to drive retail bank profitability and sustainability through a deep understanding of customer-centric solutions that serve customer needs and create customer lifetime value for their organizations.

 

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eLearning , Retail Banking , Credit Unions , SME Banking
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Retail Lending

12 - 14 hours

USD 475.00

Moody's Retail Lending course first describes the role that consumer credit plays within the bank and community, and then provides participants with tools and techniques for identifying your customer's borrowing needs.

 

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eLearning , Retail Banking , Credit Unions , SME Banking , Private Banking
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Sales and Negotiation Skills: International Edition

8 hours

USD 345.00

Sales and Negotiation Skills teaches commercial and corporate lenders and relationship managers how to sell strategically to different clients and in different situations.

 

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eLearning , Commercial Banking , Corporate/Investment Banking , SME Banking
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Sales and Negotiation Skills: Latin American Spanish

8 hours

USD 345.00

Sales and Negotiation Skills teaches commercial and corporate lenders and relationship managers how to sell strategically to different clients and in different situations.

 

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eLearning , Commercial Banking , Corporate/Investment Banking , SME Banking
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Skills Application Labs

1 - 2 days

Skills application labs provide your financial institution’s learners with an exciting and challenging opportunity to “take the lead” as they apply the skills and knowledge they’ve gained from our eLearning courses.

 

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Instructor-Led , Retail Banking , Credit Unions , SME Banking , Commercial Banking , Corporate/Investment Banking
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Small Business Lending: Arabic

25 - 30 hours

USD 735.00

Small Business Lending (SBL) teaches you the best practices for evaluating the three core areas of credit analysis: financial performance, industry and business risk exposure and management strengths.

 

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eLearning , Retail Banking , SME Banking , Credit Unions
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Small Business Lending: Bahasa

25 - 30 hours

USD 735.00

Small Business Lending (SBL) teaches you the best practices for evaluating the three core areas of credit analysis: financial performance, industry and business risk exposure and management strengths.

 

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eLearning , Retail Banking , SME Banking , Credit Unions
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Small Business Lending: Canadian English

25 - 30 hours

USD 735.00

Small Business Lending (SBL) teaches you the best practices for evaluating the three core areas of credit analysis: financial performance, industry and business risk exposure and management strengths.

 

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eLearning , Retail Banking , SME Banking , Credit Unions
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Small Business Lending: Canadian French

25 - 30 hours

USD 735.00

Small Business Lending (SBL) teaches you the best practices for evaluating the three core areas of credit analysis: financial performance, industry and business risk exposure and management strengths.

 

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eLearning , Retail Banking , SME Banking , Credit Unions
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Small Business Lending: International Edition

25 - 30 hours

USD 735.00

Small Business Lending (SBL) teaches you the best practices for evaluating the three core areas of credit analysis: financial performance, industry and business risk exposure and management strengths.

 

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eLearning , Retail Banking , SME Banking , Credit Unions
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Small Business Lending: International French

25 - 30 hours

USD 735.00

Small Business Lending (SBL) teaches you the best practices for evaluating the three core areas of credit analysis: financial performance, industry and business risk exposure and management strengths.

 

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eLearning , Retail Banking , SME Banking , Credit Unions
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Small Business Lending: Portuguese

25 - 30 hours

USD 735.00

Small Business Lending (SBL) teaches you the best practices for evaluating the three core areas of credit analysis: financial performance, industry and business risk exposure and management strengths.

 

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eLearning , Retail Banking , SME Banking , Credit Unions
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Small Business Lending: Simplified Chinese

25 - 30 hours

USD 735.00

Small Business Lending (SBL) teaches you the best practices for evaluating the three core areas of credit analysis: financial performance, industry and business risk exposure and management strengths.

 

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eLearning , Retail Banking , SME Banking , Credit Unions
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Small Business Lending: Traditional Chinese

25 - 30 hours

USD 735.00

Small Business Lending (SBL) teaches you the best practices for evaluating the three core areas of credit analysis: financial performance, industry and business risk exposure and management strengths.

 

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eLearning , Retail Banking , SME Banking , Credit Unions
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Small Business Lending: U.S. Edition

25 - 30 hours

USD 735.00

Small Business Lending (SBL) teaches you the best practices for evaluating the three core areas of credit analysis: financial performance, industry and business risk exposure and management strengths.

 

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eLearning , Retail Banking , SME Banking , Credit Unions
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Small Business Lending: Vietnamese

25 - 30 hours

USD 735.00

Small Business Lending (SBL) teaches you the best practices for evaluating the three core areas of credit analysis: financial performance, industry and business risk exposure and management strengths.

 

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eLearning , Retail Banking , SME Banking , Credit Unions
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Sovereign Risk Analysis

2 days

USD 2,895.00

This two-day course covers the publicly available credit rating methodologies of our sister company, Moody's Investors Service, for a structured approach to assess sovereign and country risks in mature and developing markets.

 

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Instructor-Led , Corporate/Investment Banking
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Structured Finance

3 days

USD 3,995.00

This three-day course introduces securitization and provides a structured framework for the analysis of transactions.

 

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Instructor-Led , Corporate/Investment Banking
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Structuring Sustainable Finance Solutions: International Edition

8 hours

USD 700.00

Structuring Sustainable Finance Solutions introduces relationship managers to the climate science, frameworks, and regulations impacting businesses, and prepares them to identify, discuss, and structure appropriate financing solutions.

 

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eLearning , ESG and Climate
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The Principles of ESG: International Edition

1.5 hours

USD 185.00

The Principles of ESG introduces key concepts around environmental, social, and governance risk, related issues, and the regulatory frameworks that drive sustainable finance globally.

 

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eLearning , Retail Banking , Credit Unions , SME Banking , Corporate/Investment Banking , ESG and Climate
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Trade Finance: Arabic

15 hours

USD 555.00

Trade Finance is an ideal course for anyone seeking to develop or refresh their knowledge of key trade finance concepts.

 

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eLearning , Commercial Banking , Corporate/Investment Banking
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Trade Finance: International Edition

15 hours

USD 555.00

Trade Finance is an ideal course for anyone seeking to develop or refresh their knowledge of key trade finance concepts.

 

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eLearning , Commercial Banking , Corporate/Investment Banking
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Trade Finance: Latin American Spanish

15 hours

USD 555.00

Trade Finance is an ideal course for anyone seeking to develop or refresh their knowledge of key trade finance concepts.

 

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eLearning , Commercial Banking , Corporate/Investment Banking
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Understanding Personal Cash Flow: U.S. Edition

10 - 12 hours

USD 835.00

Understanding Personal Cash Flow explores the intricacies of using personal financial statements and U.S. tax returns to identify assets and liabilities and locate, evaluate and calculate cash flow.

 

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eLearning , Retail Banking , Credit Unions , SME Banking , Private Banking
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Understanding Small Business: U.S. Edition

2 - 3 hours

USD 310.00

Understanding Small Business introduces the business-related concepts and terminology that precipitate meaningful, productive conversations with small business owners.

 

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eLearning , Retail Banking , SME Banking , Credit Unions , Private Banking
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