This course aims to increase and enhance delegates’ understanding of the various cyber threats which impact upon them and the organisations, sectors and regions in which they operate and provide them with the tools necessary to mitigate those threats at both a personal and organisational level. 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 share and receive the collective knowledge of the group.
Overview Interest Rate Options are an essential part of the derivatives marketplace. This 3-Day programme will equip you to use, price, manage and evaluate interest rate options and related instruments. The course starts with a detailed review of option theory, from a practitioner’s viewpoint. Then we cover the key products in the rates world (caps/floors, swaptions, Bermudans) and their applications, plus the related products (such as CMS) that contain significant ’hidden’ optionality. We finish with a detailed look at the volatility surface in rates, and how we model vol dynamics (including a detailed examination of SABR). The programme includes extensive practical exercises using Excel spreadsheets for valuation and risk-management, which participants can take away for immediate implementation Who the course is for This course is designed for anyone who wishes to be able to price, use, market, manage or evaluate interest rate derivatives. Interest-rate sales / traders / structurers / quants IT Bank Treasury ALM Central Bank and Government Treasury Funding managers Insurance Investment managers Fixed Income portfolio managers 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
Overview This two-day intensive course is ideal for finance professionals seeking to deepen their expertise in options trading and volatility management. The course will cover option pricing and risk management techniques. Exploring differences between physical and cash-settled options European versus American/Bermudan options, and the implications of deferred premiums. Examining the role of volatility in option pricing & Managing First-Generation Exotics. Who the course is for Derivative traders Quants and research analysts Fund managers, fund of funds Structured product teams Financial and valuation controllers Risk managers and regulators Bank and corporate treasury managers IT 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
Overview 2 day applied course with comprehensive case studies covering both Standardised Approach (SA) and Internal Models Approach (IMA). This course is for anyone interested in understanding practical examples of how the sensitivities-based method is applied and how internal models for SES and DRC are built. Who the course is for Traders and heads of trading desks Market risk management and quant staff Regulators Capital management staff within ALM function Internal audit and finance staff Bank investors – shareholders and creditors 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
Overview Learn in detail about Exotic Options – Taxonomy, Barriers, and Baskets Who the course is for Fixed Income sales, traders, portfolio managers Bank Treasury Insurance Pension Fund ALM employees Central Bank and Government Funding managers Risk managers Auditors Accountants 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
Overview This is a 2 day course on understanding credit markets converting credit derivatives, from plain vanilla credit default swaps through to structured credit derivatives involving correlation products such as nth to default baskets, index tranches, synthetic collateralized debt obligations and more. Gain insights into the corporate credit market dynamics, including the role of ratings agencies and the ratings process. Delve into the credit triangle, relating credit spreads to default probability (PD), exposure (EAD), and expected recovery (LGD). Learn about CDS indices (iTRAXX and CDX), their mechanics, sub-indices, tranching, correlation, and the motivation for tranched products. The course also includes counterparty risk in derivatives market where you learn how to managed and price Counterparty Credit Risk using real-world, practical examples Understand key definitions of exposure, including Mark-to-Market (MTM), Expected Exposure (EE), Expected Positive Exposure (EPE), Potential Future Exposure (PFE), Exposure at Default (EAD), and Expected Loss (EL) Explore the role of collateral and netting in managing counterparty risk, including the key features and mechanics of the Credit Support Annex (CSA) Briefly touch upon other XVA adjustments, including Margin Valuation Adjustment (MVA), Capital Valuation Adjustment (KVA), and Collateral Valuation Adjustment (CollVA). Who the course is for Credit traders and salespeople Structurers Asset managers ALM and treasury (Banks and Insurance Companies) Loan portfolio managers Product control, finance and internal audit Risk managers Risk controllers xVA desk IT Regulatory capital and reporting 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
Overview 1 day course to gain real insight into the Solvency 2 balance sheet dynamics, both under standard formula and our illustrative internal model Who the course is for Capital management / ALM / risk management staff within insurance company Investors in insurance company securities – equity, subordinated bonds, insurance-linked securities Salespeople covering insurance companies 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
R&D work is often carried out in entrepreneurial companies with the aim of developing solutions to scientific or technological problems for a wide range of customers. Projects can include longer term 'frontiers of science' research, medium term product development/manufacturing or more immediate troubleshooting or contract research assignments. In all these contexts, the ability to create innovative solutions in a timely and cost-effective manner is the essence of successful R&D. Whilst R&D groups typically excel in technical expertise, those involved often recognise that there is scope for improving the way that projects are managed. The aim of this training programme is to address this need whilst ensuring that the creative, entrepreneurial spirit that is fundamental to good R&D continues to flourish. MODULE 1: Creating the foundations for success Off-line video tutorials and exercises Total time ~ 1 - 1.5 hours Video 1: Making the most of project management in R&D Characterising R&D projects Applying project management to R&D work Exploiting the potential of project management in R&D Video 2: Promoting success in R&D project management Modelling successful project management Evaluating performance and promoting success The role and skills of the project manager/leader MODULE 2: Initiating and defining R&D projects Live interactive sessions (via Zoom): Session 1: 10:00 - 12:00 Session 2: 14:00 - 15:30 Session 1: Selecting and initiating projects Recognising worthwhile opportunities; initiating projects Identifying stakeholders and their goals Characterising and engaging stakeholders Session 2: Defining goals and agreeing deliverables Establishing the full scope of the project Clarifying and prioritising project deliverables Defining and agreeing deliverable specifications MODULE 3: Planning R&D projects Live interactive sessions (via Zoom): Session 1: 10:00 - 12:00 Session 2: 14:00 - 15:30 Session 1: Identifying and organising activities Creating effective plans; avoiding planning pitfalls Identifying tasks and assigning responsibilities Sequencing tasks and estimating durations Session 2: Developing the timeline and resource plan Identifying the 'critical path'; creating a resource plan Dealing with estimating uncertainty Accelerating the programme MODULE 4: Leadership and teamwork in R&D projects Off-line video tutorials and exercises Total time ~ 1 - 1.5 hours Video 1: Working effectively in project teams Building teamwork in contemporary organisations Recognising each other's skills; building synergy Building good working relationships; handling conflict Video 2: The role of the R&D project team leader Building teamwork: the role of leadership Creating an effective team culture Delegating work and motivating team members MODULE 5: Managing uncertainty in R&D projects Live interactive sessions (via Zoom): Session 1: 10:00 - 12:00 Session 2: 14:00 - 15:30 Session 1: Characterising uncertainty; identifying risks Exploring uncertainty; applying risk management Focusing the risk management process Identifying and defining risk events Session 2: Managing and controlling risks to the project Evaluating risk events Selecting between risk strategies; setting contingencies Updating and controlling exposure to risk MODULE 6: Implementing and controlling R&D projects Live interactive sessions (via Zoom): Session 1: 10:00 - 12:00 Session 2: 14:00 - 15:30 Session 1: Initiating assignments and managing changes Creating a pro-active implementation and control culture Establishing effective implementation and control procedures Assigning work and managing changes Session 2: Monitoring, managing and developing performance Adopting meaningful monitoring techniques Responding to problems; building performance Managing and controlling multiple project assignments
Customer service just isn’t enough. Customer experience is where the secret to success lies. Build a loyal and fruitful customer base by learning how to design frictionless processes and build empathetic and solution-focused services with our bespoke courses, which include: Customer service vs customer experience The changing nature of customers and how to stay ahead Customer needs vs customer expectations How our behaviour affects those around us and how to use the power of influence Communicating with customers positively and effectively Moments that matter Building trust and integrity What to do when things go wrong
The aim of this course is to provide an overview of Agile approaches to product development. It explains what Agile is and when and why to use it. The scope of the programme includes: The course emphasises the collaborative nature of Agile and the flexibility it offers to customers. The principal training objectives for this programme are to help participants understand: Why and when to use Agile How to use Agile The roles involved in Agile development The cultural factors to take into account How to manage Agile developments 1 Introduction (Course sponsor and trainer) Why this programme has been developed Review of participants' needs and objectives 2 Background to Agile Issues with traditional approaches to product development How Agile helps Roots of Agile Agile lifecycles Product v project 3 How Agile works The Agile Manifesto Agile principles Process control: defined v empirical Different Agile methods The Scrum framework DSDM Atern 4 Managing Agile When to use Agile Managing Agile projects Team organisation 5 Agile techniques Daily stand-ups User stories Estimating MoSCoW prioritisation 6 Course review and action planning (Course sponsor present) Are there opportunities to use Agile? What actions should be implemented to adopt Agile? Conclusion