International Banking & Investment

International Banking & Investment

287 reviews
745 enrolled students

$199

Master the complexities of international banking, foreign exchange, and cross-border investments. This comprehensive course helps you navigate global financial systems and optimize international banking relationships.

16 hours of content
Global banking resources
Regional banking guides
Lifetime access
International banking certification

About This Course

The International Banking & Investment course is designed for individuals and business professionals who need to navigate the complexities of global banking systems, manage funds across borders, and understand international investment opportunities. In today's interconnected world, having the knowledge to effectively manage finances internationally can provide significant advantages, whether for personal wealth management, expatriate living, or business operations.

What You'll Learn

  • Global banking systems and how they differ by region
  • International account types and their features across major financial centers
  • Foreign exchange fundamentals and strategies for managing currency risk
  • Cross-border payment systems and optimizing international transfers
  • Offshore banking options and legitimate uses
  • Multi-currency account management
  • International taxation considerations for banking and investments
  • Regulatory frameworks for international banking (FATCA, CRS, etc.)
  • Global investment opportunities through international banking relationships
  • Security and fraud prevention in international banking contexts

Who This Course is For

  • Individuals planning to live or work abroad
  • Investors seeking international diversification
  • Business owners with international operations
  • Financial managers handling cross-border transactions
  • Anyone interested in optimizing their international financial arrangements

By the end of this course, you'll have a comprehensive understanding of international banking systems and investment opportunities. You'll be equipped with the knowledge to make informed decisions about global banking relationships, manage multiple currencies efficiently, navigate regulatory requirements, and leverage international banking for investment opportunities. Whether for personal wealth management or business operations, this course provides the tools to optimize your global financial strategy.

Course Curriculum

Module 1: Global Banking Systems Overview

3 hours
  • Banking Systems Across Major Financial Regions
  • Global Banking Standards and Practices
  • International Banking Organizations and Networks
  • How Global Banking Systems Interconnect
  • Banking Hubs: Understanding Financial Centers
  • Workshop: Mapping Your Global Banking Needs

Module 2: International Banking Account Options

3.5 hours
  • Personal and Business Account Types Internationally
  • Multi-Currency Accounts and Their Features
  • Global Private Banking Services
  • Non-Resident Banking Options by Region
  • Offshore Banking: Legitimate Structures and Benefits
  • Documentation Requirements Across Regions
  • Case Studies: Optimal Account Structures for Different Needs

Module 3: Foreign Exchange and Cross-Border Transfers

3 hours
  • Foreign Exchange Fundamentals for Banking
  • Currency Risk Management Strategies
  • International Wire Transfers and SWIFT System
  • Alternative Transfer Methods and Fintech Solutions
  • Transfer Cost Optimization Strategies
  • Foreign Exchange Banking Products
  • Exercise: Calculating True Costs of International Transfers

Module 4: Regulatory Compliance in International Banking

3 hours
  • FATCA, CRS, and Global Reporting Requirements
  • AML and KYC Procedures in International Banking
  • Tax Considerations for International Accounts
  • Banking Secrecy: Myths vs. Reality
  • Reporting Foreign Accounts: Requirements by Country
  • Legal and Compliance Risks in International Banking
  • Workshop: Building Your Compliance Checklist

Module 5: International Investment Through Banking

3.5 hours
  • Global Investment Opportunities Through Banking Relationships
  • International Portfolio Management
  • Currency Diversification Strategies
  • Global Wealth Management Services
  • Cross-Border Investment Considerations
  • Regional Investment Products and Their Features
  • Case Studies: Successful International Investment Strategies

Bonus Materials

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  • International Banking Comparison Toolkit
  • Country-Specific Banking Guides (US, EU, UK, Singapore, Switzerland)
  • Foreign Exchange Cost Calculator
  • Global Banking Documentation Checklist
  • Expert Interviews with International Banking Specialists
Instructor Alexandra Wilson

Alexandra Wilson, MBA, CFP

International Finance Expert & Global Banking Consultant

18+ Years in International Banking
5,200+ Students
30+ Countries Worked In

Alexandra Wilson brings over 18 years of experience in international banking and cross-border financial management. She has worked with global financial institutions including Credit Suisse, HSBC, and Citibank, specializing in international private banking and wealth management across Europe, Asia, and the Americas.

Alexandra holds an MBA in International Finance and is a Certified Financial Planner with additional certifications in global investment management. She has helped expatriates, international investors, and multinational businesses optimize their banking arrangements across borders. Her teaching approach combines technical expertise with practical applications drawn from real client cases. Alexandra is a regular contributor to international finance publications and has been featured as an expert on global banking trends by CNBC, Financial Times, and Bloomberg.

Student Reviews

4.9

Based on 287 reviews

5 stars
91%
4 stars
8%
3 stars
1%
2 stars
0%
1 star
0%
P

Paulo G.

April 5, 2024

As someone who frequently travels for work across three continents, this course was exactly what I needed. Alexandra's explanation of multi-currency accounts and international transfer optimization has saved me thousands in fees already. The country-specific banking guides were incredibly detailed and practical. I particularly appreciated the regulatory compliance module, which clarified my reporting obligations - something my accountant couldn't even explain clearly!

N

Natalie K.

March 12, 2024

My family is relocating to Singapore for work, and I wanted to understand how to structure our banking before the move. This course was comprehensive and exactly what I needed. The section on non-resident banking options gave me insights that even the relocation consultant couldn't provide. Alexandra's explanation of currency risk management strategies was particularly valuable as we'll be maintaining accounts in multiple currencies. The foreign exchange cost calculator has already saved us significantly on our initial fund transfers.

R

Ryan D.

February 3, 2024

As an e-commerce business owner selling internationally, managing finances across borders was becoming increasingly complex. This course provided exactly the structure and knowledge I needed. The module on international payment systems helped me optimize our payment acceptance strategy, cutting processing costs by nearly 3%. Alexandra's explanation of regulatory compliance was particularly valuable - it helped us ensure we're meeting all requirements while expanding to new markets. The case studies with real business examples were especially relevant to our situation.

See All 287 Reviews