Business Analyst Finance Domain Training
Business Analyst Finance Domain Training is specialized education and skill development aimed at preparing people to function as business analysts in the finance industry. This course focuses on finance-specific topics such as financial markets, banking operations, investment management, regulatory compliance, and financial reporting. It provides participants with the information and tools they need to analyze financial data, gather business requirements, and provide successful solutions that are suited to the demands and difficulties of the financial sector.
- 10+ Courses
- 30+ Projects
- 400 Hours
Target Audience
Business Analyst Finance Domain Training normally targets the following audiences:
Finance Professionals: Financial analysts, investment bankers, and accountants seeking to advance into business analysis professions in the finance sector.
Business Analysts: Looking to specialize or transition their talents to finance-specific topics and procedures.
Recent Graduates: Recent graduates with degrees in finance, accounting, economics, or related subjects are seeking to gain practical experience and enter the finance industry as business analysts.
Career Changers: People from various backgrounds looking to transition into the finance profession by learning business analysis skills specific to financial services.
Mid-career Professionals: Those who are already working in business analysis or related areas and want to expand their knowledge and expertise, particularly in finance, in order to grow in their professions.
Consultants: Provide financial consulting services or collaborate with financial institutions to improve their grasp of client demands and industry-specific difficulties.
This program is meant to appeal to individuals looking to leverage their analytical and communication skills.
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Jobs Available in the United States:
Professionals with training in business analysis in the finance sector in the USA have a range of job options to consider, such as:
Financial Services Companies: Banks, credit unions, insurance companies, and investment organizations frequently use business analysts to streamline operations and introduce financial products.
Consulting Firms: Analysts are needed to support client engagements in process improvement, regulatory compliance, and technology implementation by consulting firms specializing in financial services.
Technology Businesses: Fintech businesses and software suppliers to the financial sector use business analysts to create and improve financial software solutions.
Government authorities: Regulatory organisations and financial oversight authorities may hire business analysts to assist with policy creation and compliance efforts.
Healthcare Finance: Business analysts are needed to oversee billing systems, financial procedures, and regulatory compliance for businesses with financial activities.
In the fast-paced finance industry, these positions often provide competitive pay and prospects for professional growth by combining business research know-how with financial acumen to propel organizational success.
“Are you prepared to investigate prospects in Business Analyst Finance Domain Training? Speak with one of our knowledgeable staff members right now. They will offer tailored advice and information about our Business Analyst Finance Domain Training. Take the first step towards a rewarding career in Business Analyst Finance Domain technology. Get in touch with us right now!”
Curriculum:
- Role of a Business Analyst in Finance projects
- Overview of financial institutions (Banks, NBFCs, Investment Firms, Insurance)
- Core financial products and services
- Retail vs Corporate Banking
- Core banking systems (CBS), digital banking overview
- Payment processing (SWIFT, ACH, RTGS, NEFT)
- KYC, AML, and compliance basics
- Introduction to financial software (Finacle, T24, Oracle Flexcube)
- Loan management systems (origination, underwriting, servicing)
- Credit cards, savings, checking, and deposit products
- Treasury operations and risk assessment
- Investment products: Mutual Funds, Equities, Bonds, Derivatives
- Elicitation techniques (interviews, workshops, surveys)
- Writing BRDs, FRDs, Use Cases, and User Stories
- Process mapping using BPMN and flowcharts
- Creating mock requirement documents for a financial platform
- Tools Covered: MS Visio / Lucidchart, Google Docs, Excel
- Overview of global compliance regulations (Basel III, GDPR, SOX, FATCA)
- Risk types: Credit, Market, Operational, Liquidity
- Compliance role of BA in financial IT projects
- Anti-money laundering (AML) and fraud detection systems
- Agile vs Waterfall in financial product development
- Writing epics and user stories in financial Agile projects
- Sprint ceremonies and BA role in each
- Using Jira and Confluence for financial IT projects
- Understanding financial data (transactions, statements, ledgers)
- Intro to SQL for querying finance-related data
- Reports: balance sheets, P&L, cash flow, audit trails
- Dashboards using Excel/Power BI
- Complete end-to-end BA documentation for a financial case study
- Resume building tailored to Finance BA roles
- Mock interviews with finance-specific scenarios
- Job search strategy + LinkedIn profile tips
Student Reviews
It was among the finest choices I made to enroll in Checkmate IT Tech's Finance BA program immediately following my MBA. The trainers not only clarified difficult financial ideas such as compliance, risk management, and fundamental banking systems, but also demonstrated how to record actual BA deliverables including user stories and BRDs. The capstone assignment helped me to be ready for interviews. Strongly advise it to anyone trying to enter banking or FinTech!
This course enabled me to move from an operations position to a complete BA function. Checkmate IT Tech's integration of financial domain expertise with practical tools such as Jira, SQL, and Power BI is remarkable. All the instances were banking-related, which helped me to find relevance in everything. I especially appreciated the mock interviews—they prepared me for the exact questions asked in real job interviews.
From a strictly technical background, I was apprehensive about changing to the financial sector. The teachers at Checkmate IT Tech, however, made everything palatable: from clarifying KYC, AML, and FATCA to guiding us through compliance processes and investing tools. The course's practicality delighted me, and the live assistance even outside class hours was quite beneficial. Within a month of finishing the program, I got a BA position with a FinTech firm!
Frequently Asked Questions
This training prepares you to work as a Business Analyst in financial services, with domain expertise in banking, capital markets, financial products, compliance, and risk management, combined with core BA skills and tools.
Not at all! The program is suitable for both finance and non-finance professionals. We cover all core financial concepts from the ground up before diving into business analysis in finance projects.
- Aspiring BAs
- Finance or Accounting graduates
- Professionals in banking, insurance, or financial operations
- IT professionals looking to transition into financial domain projects
- Freshers with an interest in FinTech or investment banking
It’s a balanced mix of theory and hands-on learning. You’ll work on real-world finance case studies, mock documentation, data analysis tasks, and participate in simulations that mirror financial IT projects.
You’ll get hands-on experience with:
- Jira & Confluence – for Agile project management
- MS Visio / Lucidchart – for process modeling
- SQL & Excel – for working with financial data
- Power BI – for creating dashboards & financial KPIs
- Exposure to core banking systems like Finacle, T24, and Oracle Flexcube (conceptual)
Yes. The course is designed to align your skills with industry expectations for BAs in banking, FinTech, insurance, and investment domains. Resume building, mock interviews, and job search guidance are included.
Yes, you’ll receive a Certificate of Completion from Checkmate IT Tech. We also guide you on how to prepare for globally recognized certifications like CBAP, ECBA, or CFTE’s FinTech programs.
Sessions are delivered live online by industry experts, with full interaction, doubt-solving and recordings provided for later access.
Yes, we include topics like mutual funds, equities, bonds, derivatives, insurance basics, and how BAs work on related products or platforms.
The training runs for 2 months (8 weeks) with 2 weekly sessions, including theory, case studies, tool practice and project work.
You can register via our website https://checkmateittech.com/, or reach out to our support teams via phone, email, or WhatsApp. We’ll help you with batch schedules and payment options.