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EasyUphill
CORPORATE DEVELOPMENT
+27 81 041 7673
training@eubiz.co.za
68 Sunstone Street, Germiston, 1401
eubiz.co.za
training@eubiz.co.za
68 Sunstone Street, Germiston, 1401
eubiz.co.za
Banking & Financial Services
Deposit Products and Interest Calculation
Duration
3 Days
Delivery
In-house, public or online
From
R13,000 per delegate
Certificate
On completion
Course overview
Interest errors are small individually and enormous across a book, and customers notice when their statement does not match what they were told. This course covers deposit products and calculating interest correctly.
What you will be able to do
- Explain the main deposit product types and their terms
- Calculate interest on different accrual bases
- Apply compounding, capitalisation and value dating
- Handle early withdrawal, penalties and notice periods
- Explain returns to customers accurately
- Reconcile interest expense and detect calculation errors
Who should attend
- Deposit and account operations staff
- Branch and customer service teams
- Product and finance staff in banking
- Internal auditors reviewing interest
Course outline
01
Deposit products and the terms that define them
02
Interest bases, day counts and accrual conventions
03
Compounding, capitalisation and value dating
04
Notice periods, early withdrawal and penalties
05
Tax treatment and withholding on interest
06
Explaining returns to customers without misleading
07
Reconciliation, error detection and remediation
Upcoming public sessions
| Dates | Venue | Duration | Fee per delegate |
|---|---|---|---|
| 27 to 29 Oct 2026 | London | 3 Days | US$1,500 |
| 17 to 19 Nov 2026 | Dubai | 3 Days | US$1,500 |
| 7 to 9 Dec 2026 | Pretoria | 3 Days | R13,000 |
| 11 to 13 Jan 2027 | Durban | 3 Days | R13,000 |
| 1 to 3 Mar 2027 | Cape Town | 3 Days | R13,000 |
| 3 to 5 May 2027 | Johannesburg | 3 Days | R13,000 |
| 12 to 14 Jul 2027 | London | 3 Days | US$1,500 |
Fees exclude VAT. This course can also be delivered in-house at your premises on dates that suit your team, or live online.
To book or ask for an in-house quote
Reply to the email this brochure came with, call +27 81 041 7673, or visit eubiz.co.za and open this course.
EasyUphill Training & ConsultingTailored training that moves teams forward.
+27 81 041 7673 · training@eubiz.co.za
68 Sunstone Street, Germiston, 1401 · eubiz.co.za
68 Sunstone Street, Germiston, 1401 · eubiz.co.za