The course will be interesting for any, who ready to start a career at retail banking, or for anybody, who wants to improve a personal finance literacy. Course prepared by experienced enthusiast at an area of usage of banking products and area of personal finance. One more detail - course prepared by product manager with wide list of launched banking products, who understand all tricks and limitations of clients conditions.

The course contains video and textual lectures with theory and practical examples. Author of a program has 15 years of experience at retail banking at top managers roles (incl. Head of Business, Head of Marketing and Products), MBA and Master of Science at Engineering Management Degrees.

The course focused on considering of basic product and pricing conditions of retail banking products. Independently in which country you need banking services - you will be able to see hidden conditions and tricks of banks. You will be able to get extra bonuses and money from your banking packages and save your time and resources.

The course focused on practical side and basic conditions of different retail banking products: current and saving accounts, deposits, loans, debit and credit cards. Also course includes an insurance topic.


Our innovative curriculum focus on modern and practical knowledge of retail banking business:

  • Introduction to retail banking products
  • Introduction to princeples of personal finance management
  • Personal financial planning
  • Savings (Current and saving accounts, deposits)
  • Investments
  • Loans (Mortgage, Car, Personal, overdrafts, installment plans)
  • Debit and Credit cards
  • Insurance
  • Final exam
  • Payments
  • Capstone project



The Retail Banking School

Praça da Alegria 22,

1250-217, Lisbon, Portugal

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The Graduate School of Retail Banking is a global business school with HQ at Lisbon, Portugal.

RBS is a member of Portugal Fintech Association and Fintech House of Portugal.

RBS approved by Portugal Agency for Competitiveness and Innovation (IAPMEI).