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.

 

 

Keep informed: