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Course Overview

This course is an intensive course for the American banking and finance industry.

The purpose of this course is to introduce the key tasks in the daily work of the American banking industry through classroom learning and simulation. At the end of the course, students will be fully aware of the banking and financial industry processes in the real working environment. They will be able to enhance their professional skills and strengthen their job competitiveness. Financial Analysts and Financial Planners from four major American banks and Global Top 10 financial institutions will use the most advanced teaching philosophy and scientific teaching methods to connect with their industry experience and teach financial practice. Our course is specifically aimed towards first-time employees, focusing on possible problems they might encounter at work and how to tackle them effectively. We ensure our students will comprehensively understand the finance industry in the shortest possible time and be ready to move forward in their careers.

In a total of five parts, the course content covers the practical use of hard skills and communication and the exchange of soft power, according to the specific job. The first part is a brief overview of the financial markets and industries in America. The latest data will give you an initial picture of the status and prospects of the local financial markets. The second part focuses on Superannuation, using practical cases to allow for a better understanding of how the American fund management industry operates. In the third part, you will learn about financial planning business, and financial planning practice from a Financial Planner’s point of view. The fourth part will introduce the retail banking business, including loans, clearing, exchange, investment and financial management and a series of financial services. The last part will be centred around improving your soft skills for the workplace; for example: polishing your resume, interview preparation and career development consulting. The whole curriculum has been structured from the perspective of the American financial industry professionals.

This course adopts the method of small class teaching, which mainly includes the topic discussion, the real case analysis and the simulation scene operation. It comprehensively enhances the student’s accounting practice force, their data analysis skills, their macroscopic control ability and the strategic management decision-making skills.

Sydney | Melbourne | Online


4 Hours * 5 Sessions

Banking and Finance Development Package:

Fundamental+Intermediate+One Hour One-to-one Service

(Bonus: 50%off Workshop Voucher)


Save $500

Banking and Finance Premium Package:

Fundamental+Intermediate+Excel Intermediate

(Bonus: One-to-one Service+50%off Workshop Voucher)


Save $700

Course Structure

Session 1
– American financial market overview and industry insights

Session 2
– Superannuation Fund Operation and Management

Session 3
– Financial Planning Service Fundamentals

Session 4
– Retail Banking, features and market development

Session 5

– Resume revise, interview preparation and career consulting

Course Cycle

5 weekends study, 20 hours in total


Further Information

The course is designed for

• A student or a graduate with a financial and banking industry background
• Working professionals who wish to enter the banking/finance industry
• A person who lacks American local financial work experience but wants to work in American’s financial or banking industry

Retail banking Specialist | Home Loan Consultant | Fund Administrator

| Assistant Financial Planner | Junior Financial Analyst

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