Intro to Banking – Felix

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Intro to Banking

Understand the inner workings of both commercial and investment banks.

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23 Lessons (32m)

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Description & Objectives
1. Banking Sectors

01:13
2. Banking Trends

02:22
3. How a Commercial Bank Works

01:00
4. Build a Basic Bank Balance Sheet

01:06
5. Build a Basic Bank Income Statement

02:02
6. Calculate Return on Equity for a Basic Bank

03:26
7. How Investment Banking Works 1

01:24
8. How Investment Banking Works 2

03:02
9. M&A

00:49
10. Capital Markets

01:18
11. Research

01:12
12. Sales and Trading

00:59
13. Front, Middle and Back Office

03:10
14. Back Office

01:05
15. Middle Office

00:44
16. Working in Middle and Back Office

02:08
17. Risk Management

02:00
18. Compliance

01:11
19. Bank Divisions

01:13
20. Bulge Brackets

01:23
21. Fintech

01:20
22. Investment Banking Skills Matrix

00:46
23. Intro to Banking Tryout

Prev: Intro to Sales and Trading Next: Intro to Asset Classes

Description

Understand the inner workings of both commercial and investment banks.

Learning Objectives

Recall how commercial and investment banks work.
Identify different banking sectors.
Identify the major players, functions, roles, divisions, and career opportunities in investment banks.

© Financial Edge Training 2025

Topics

Introduction to Finance Accounting Financial Modeling Valuation M&A and Divestitures Private Equity

Venture Capital Project Finance Credit Analysis Transaction Banking Restructuring Capital Markets

Asset Management Risk Management Economics Data Science and System

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CPE

What is CPE?

CPE stands for Continuing Professional Education, by completing learning activities you earn CPE credits to retain your professional credentials. CPE is required for Certified Public Accountants (CPAs). Financial Edge Training is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors.

What are CPE credits?

For self study programs, 1 CPE credit is awarded for every 50 minutes of elearning content, this includes videos, workouts, tryouts, and exams.

CPE Exams

You must complete the CPE exam within 1 year of accessing a related playlist or course to earn CPE credits. To see how long you have left to complete a CPE exam, hover over the locked CPE credits button.

What if I'm not collecting CPE credits?

CPE exams do not count towards your FE certification. You do not need to complete the CPE exam if you are not collecting CPE credits, but you might find it useful for your own revision.

Further Help

Felix How to Guide walks you through the key functions and tools of the learning platform.
Playlists & Tryouts: Playlists are a collection of videos that teach you a specific skill and are tested with a tryout at the end. A tryout is a quiz that tests your knowledge and understanding of what you have just learned.
Exam: If you are collecting CPE points you must pass the relevant CPE exam within 1 year to receive credits.
Glossary: A glossary can be found below each video and provides definitions and explanations for terms and concepts. They are organized alphabetically to make it easy for you to find the term you need.
Search function: Use the Felix search function on the homepage to find content related to what you want to learn. Find related video content, lessons, and questions people have asked on the topic.
Closed Captions & Transcript: Closed captions and transcripts are available on videos. The video transcript can be found next to the closed captions in the video player. The transcript feature allows you to read the transcript of the video and search for key terms within the transcript.
Questions: If you have questions about the course content, you will find a section called Ask a Question underneath each video where you can submit questions to our expert instructor team.