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Self-Instructional Guides
This series of workbooks covers the analytical, product and market
knowledge required to advise financial institution clients and generate revenues in today's market.
The self-instructional approach enables users to work through all or selected
sections of the guides, depending on their existing knowledge. Using Self-Instructional
Guides, institutions can raise the level and improve the consistency of
foundation knowledge across the entire organization – without pulling
employees away from their jobs.
Each Guide includes:
- descriptions about relevant products and/or techniques
- a review of uses, benefits and common applications
- explanations about market conventions and mechanics
- exercises, which are short quizzes designed to test and reinforce short sections of material
- proficiency checks to assess knowledge of the major concepts presented in the Self-Instructional Guide
- a Mastery Test, packaged separately or offered online, which is a 25-question multiple choice exam taken after the completion of the Self-Instructional Guide, which validates understanding of the Self-Instructional Guide.
Practice Area Coverage:
Our Self-Instructional Guides, described in the following pages, cover the following practice areas:
- Capital Markets
- Corporate Finance
- Credit & Banking
- Wealth Management
Multiple Uses: These Self-Instructional Guides, which are constantly refined and regularly updated, can be used in a number of ways:
- to prepare for workshops conducted by Globecon or internal professionals. Guides are often used as the initial stage of a learning system: a self-study component that imparts fundamental knowledge prior to workshops and more advanced applications;
- as prework for presentations by the bank’s specialists on the bank’s capabilities in different product areas;
- for self-study programs on financial tools, techniques and products, and;
- as a reference on the essential areas of finance.
Applicable to Multiple Banking Roles: Self-Instructional Guides are valuable to those performing a range of banking roles, including:
- relationship managers
- sales and trading professionals
- analysts/associates
- investment bankers
- portfolio managers
For a complete
list of our Self-Instructional Guides and or to place order, click here.
Each guide
includes explanations, examples and exercises. Mastery Tests are also
available. The guides can be licensed for institution-wide usage, and
can also be published with the financial institution’s design and
logo.
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