Overview
This Private Banking & Wealth Management training course is designed to give you the skills to acquire, protect/preserve, enjoy and pass on wealth. As a result, it is specifically designed for those working in the industry as well as those with an interest in investments and markets.
Delivered in Internationally or OnlineInternationallyorOnlineFlexible Dates
Overview
In the not-so-distant past, a bank teller regularly performed dozens of routine transactions during each and every shift. With the advent of online banking, gradually consumers realized they could do much of the work themselves and perform a range of simple tasks without having to darken the doors of their local branch.
Delivered in Internationally or OnlineInternationallyorOnlineFlexible Dates
Overview
This course will provide participants with an introduction to the key elements to consider in analysing financial institutions for example factors used in the assessment of the operational performance of financial institutions including but not limited to solvency, liquidity, earnings, management and systems/controls. The program will primarily cover banking institutions but there will also be some sessions devoted to risks associated with insurance companies.
Delivered in Internationally or OnlineInternationallyorOnlineFlexible Dates
Overview
This 2 day course focuses on best practice bank ALM in today’s environment of a multiplicity of regulatory constraints on the balance sheet
Who the course is for
Asset Liability Committee (ALCO) members
Treasury
Risk
Finance and internal audit
capital management
Funding management
Liquidity buffer investment team
Derivative structurers and salespeople;
IT software providers
Regulators
Course Content
To learn more about the day by day course content please request a brochure
To learn more about schedule, pricing & delivery options, book a meeting with a course specialist now
Delivered in Internationally or OnlineInternationallyorOnlineFlexible Dates
This course aims to increase and enhance delegates’ understanding of the various financial crime threats which impact upon the organisations, sectors and regions in which they operate and provide them with the tools to mitigate those threats. It assumes no prior knowledge of the subject but ensures through a high level of interactivity that delegates with any level of experience in the field will be able to share and receive the collective knowledge of the group.
Delivered In-Person in InternationallyInternationallyFlexible Dates
Price on Enquiry
Understanding Blockchain Technology: WEB3 Universe - From TradFi to DeFi
Overview
The objective of this course is to equip professionals with comprehensive knowledge and practical skills in WEB 3 technologies and crypto assets. Participants will gain a deep understanding of the underlying principles of blockchain, the operational mechanics of cryptocurrencies, the potential impact of these technologies on the banking sector and the latest trends.
Who the course is for
Consultants
Analysts
Managers
C-Level executives
People in need of knowledge to develop a blockchain strategy
People working with blockchain projects
Regulators
Course Content
To learn more about the day by day course content please request a brochure
To learn more about schedule, pricing & delivery options, book a meeting with a course specialist now
Delivered in Internationally or OnlineInternationallyorOnlineFlexible Dates
Overview
Learn how to price equity options and the features that make them different from other asset classes. Explore how to use these products for taking equity risk, yield enhancement and portfolio protection
Who the course is for
Risk managers
Bank treasury professionals
Finance
Internal Audit
Senior management
Fixed Income, FX, Credit and Equities traders
Course Content
To learn more about the day by day course content please request a brochure
To learn more about schedule, pricing & delivery options, book a meeting with a course specialist now
Delivered in Internationally or OnlineInternationallyorOnlineFlexible Dates
Our Forensic Accounting Course is designed to help investment analysts detect earnings manipulation. It focuses on creative accounting rather than conducting detailed forensic analysis but we explain the tools short sellers employ to detect fraud and some of the techniques we used at hedge funds to identify short opportunities.
Delivered In-Person in InternationallyInternationallyFlexible Dates
Overview
1 day course covering mechanics, pricing and applications of cross currency swaps (CCS) and cross currency basis swaps (CCBS)
Who the course is for
Corporate treasurers and financial institution asset-liability management staff
Interest rate and FX derivative traders, salespeople and quants
Multi-lateral development banks
Fixed income asset managers
Risk management
Course Content
To learn more about the day by day course content please request a brochure
To learn more about schedule, pricing & delivery options, book a meeting with a course specialist now
Delivered in Internationally or OnlineInternationallyorOnlineFlexible Dates