This course will move a manager’s focus away from simply reviewing last year’s financial performance, toward the development of an interactive approach, designed to really understand financial performance and the consequence of inaction. PARTICIPANTS WILL LEARN HOW TO: • The confidence to use budgeting tools and techniques • An understanding of the demands of financial management • The ability to analyse and challenge financial and accounting • Information • An understanding of fixed and variable costs and how these affect the sales price and profitability • Understanding the challenges of overhead allocation • Understanding the P&L • Developing awareness of fundamental investment appraisal techniques COURSE TOPICS INCLUDE: • Budget Definitions & Planning • Designing and developing a budget • Performance reporting systems & cost control • Zero-based budgeting systems • Understanding business costs (FC & VC) • Understanding variance analysis • Profit and Loss & Balance Sheet
Overview This 1 day course focus on comprehensive review of the current state of the art in quantifying and pricing counterparty credit risk. Learn how to calculate each xVA through real-world, practical examples Understand essential metrics such as Expected Exposure (EE), Potential Future Exposure (PFE), and Expected Positive Exposure (EPE) Explore the ISDA Master Agreement, Credit Support Annexes (CSAs), and collateral management. Gain insights into hedging strategies for CVA. Gain a comprehensive understanding of other valuation adjustments such as Funding Valuation Adjustment (FVA), Capital Valuation Adjustment (KVA), and Margin Valuation Adjustment (MVA). Who the course is for Derivatives traders, structurers and salespeople xVA desks Treasury Regulatory capital and reporting Risk managers (market and credit) IT, product control and legal Quantitative researchers Portfolio managers Operations / Collateral management Consultants, software providers and other third parties Course Content To learn more about the day by day course content please click here To learn more about schedule, pricing & delivery options, book a meeting with a course specialist now
Overview This 2-day programme covers the latest techniques used for fixed income attribution. This hands-on course enables participants to get a practical working experience of fixed income attribution, from planning to implementation and analysis. After completing the course you will have developed the skills to: Understand how attribution works and the value it adds to the investment process Interpret attribution reports from commercial systems Assess the strengths and weaknesses of commercially available attribution software Make informed decisions about the build vs. buy decision Present results in terms accessible to all parts of the business Who the course is for Performance analysts Fund and portfolio managers Investment officers Fixed Income professionals (marketing/sales) Auditors and compliance Quants and IT developers Course Content To learn more about the day by day course content please click here 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 click here To learn more about schedule, pricing & delivery options, book a meeting with a course specialist now
Want to have an automated Finance solution in Power BI/Microsoft Fabric without the expense and overhead of hiring consultants or contractors? Want to actually build this yourself so that you can learn in the process (and are able to mantain it) but need guidance and support on how to do this? You're in the right place! With this package of personal training hours, we can design and build a simple solution around month-end reporting (based on a Trial Balance) or replicating an existing Excel-based finance process in Power BI/Fabric where feasible!
Creating safer, more aware workplaces through expert-led training covering domestic abuse, stalking, sexual harassment and safeguarding. Delivery Format: 2 full days OR modular segments Support Included: 9 hours of consultancy over 9 months Target Audience: HR Professionals, Line Managers, Senior Leaders, Wellbeing & DEI Leads Course Overview: This comprehensive training package equips organisations with the knowledge, tools, and confidence to recognise, respond to, and reduce the impact of domestic abuse within the workplace. Designed for HR professionals, line managers, and leadership teams, the course ensures your organisation is prepared to create a safe, supportive, and legally compliant work environment. With practical tools and follow-up support, this course empowers organisations to manage risk, comply with best practice, and make a meaningful difference in the lives of their employees. Course Modules: Introduction to Domestic Abuse Understand the definitions, forms, and prevalence of domestic abuse and its direct and indirect impact on the workplace. Implementing Domestic Abuse Policy and Procedures Guidance on developing and embedding clear, effective domestic abuse policies aligned with best practice and legal responsibilities. Spotting the Signs of Domestic Abuse Learn how to identify physical, behavioural, and performance-related indicators that an employee may be experiencing abuse. How to Support an Employee Build skills in approaching sensitive conversations, offering support without judgement, and connecting individuals to appropriate help. Understanding & Reducing Risk (to Employee and Business) Assess risks to the employee and the organisation, and implement safeguarding and protective strategies. Creating a Safe and Supportive Workplace Foster a culture of openness and safety through proactive measures, workplace adjustments, and employee engagement. Reporting, Confidentiality & Safety Planning Learn best practices for safe disclosures, confidentiality, and developing workplace safety plans. Digital Resources Access a curated collection of templates, checklists, signposting tools, and further reading to support long-term implementation. Ongoing Support: Participants receive 9 hours of consultancy or coaching over 9 months to assist with implementation, case discussions, or policy refinement. Please email julie@safespaceconsultancy.org for further information and to book a FREE 30 Consultation.
Course Duration: Half-day or full-day (can also be delivered as a 3-part virtual workshop series) Target Audience: Professionals in non-technical roles (e.g. executive assistants, HR, marketing, project managers, operations staff, trainers, and admin support) who want to use generative AI to enhance their work—without needing coding skills. Course Objectives By the end of this course, participants will be able to: Understand what generative AI is and how it works in plain language. Identify use cases relevant to their role or industry. Use popular generative AI tools (like ChatGPT, Gemini, and Copilot) confidently. Write effective prompts to get better, more relevant results. Apply AI ethically and responsibly in the workplace. Course Outline Module 1: Demystifying Generative AI What is generative AI? (Plain language explanation) How AI models like ChatGPT, Copilot, and Gemini work Examples of what generative AI can (and can’t) do Myths, risks, and benefits of AI in non-tech roles Module 2: Everyday Use Cases for Professionals Time-saving applications: Drafting emails, reports, meeting summaries Creating checklists, plans, or SOPs Enhancing creativity: Brainstorming ideas for events, campaigns, or training Writing social media posts, newsletters, or job ads Organising information: Summarising documents Structuring spreadsheets or creating templates Supporting communication: Improving tone and clarity Translating or simplifying content Module 3: Prompting Essentials What is a “prompt” and why does it matter? How to write clear, specific, and effective prompts Prompting frameworks (e.g., “Role–Task–Goal” method) Live practice: transforming a vague prompt into a powerful one Troubleshooting: when AI gives poor answers and how to improve them Module 4: Hands-On Exploration Try-it-yourself exercises using ChatGPT or Gemini (guided) Real workplace examples and team challenges Create an AI-generated email, checklist, or idea list Optional: use industry-specific examples (e.g., HR, admin, events, comms) Module 5: Responsible AI Use at Work Understanding AI limitations and biases Protecting privacy and sensitive data When not to use AI Workplace policies and guidelines (customisable for your organisation) Ethical use: attribution, transparency, and human review Module 6: Getting Started in Your Role Tools overview: free vs paid options (ChatGPT, Microsoft Copilot, Gemini) Building your own AI toolkit Tips for staying up to date as tools evolve 30-day challenge: how to build AI into your daily workflow Delivery Style Highly interactive, practical, and low-jargon No coding or tech background required Hands-on demos, guided practice, and scenario-based activities Group discussion and peer learning Course Materials Provided Quick-start guide: Top 10 prompts for non-tech roles AI Prompt Library for your job type Do’s and Don’ts for ethical use of AI at work “AI in Action” workbook with examples and checklists Personal AI Action Plan Optional Add-ons Team-based AI hackathon (mini workplace challenge) Tailored follow-up webinar for Q&A and deeper use cases Co-branded playbook for organisational AI use Integration with digital transformation or innovation initiatives
Course Duration: Half-day or full-day (can also be delivered as a 3-part virtual workshop series) Target Audience: Professionals in non-technical roles (e.g. executive assistants, HR, marketing, project managers, operations staff, trainers, and admin support) who want to use generative AI to enhance their work—without needing coding skills. Course Objectives By the end of this course, participants will be able to: Understand what generative AI is and how it works in plain language. Identify use cases relevant to their role or industry. Use popular generative AI tools (like ChatGPT, Gemini, and Copilot) confidently. Write effective prompts to get better, more relevant results. Apply AI ethically and responsibly in the workplace. Course Outline Module 1: Demystifying Generative AI What is generative AI? (Plain language explanation) How AI models like ChatGPT, Copilot, and Gemini work Examples of what generative AI can (and can’t) do Myths, risks, and benefits of AI in non-tech roles Module 2: Everyday Use Cases for Professionals Time-saving applications: Drafting emails, reports, meeting summaries Creating checklists, plans, or SOPs Enhancing creativity: Brainstorming ideas for events, campaigns, or training Writing social media posts, newsletters, or job ads Organising information: Summarising documents Structuring spreadsheets or creating templates Supporting communication: Improving tone and clarity Translating or simplifying content Module 3: Prompting Essentials What is a “prompt” and why does it matter? How to write clear, specific, and effective prompts Prompting frameworks (e.g., “Role–Task–Goal” method) Live practice: transforming a vague prompt into a powerful one Troubleshooting: when AI gives poor answers and how to improve them Module 4: Hands-On Exploration Try-it-yourself exercises using ChatGPT or Gemini (guided) Real workplace examples and team challenges Create an AI-generated email, checklist, or idea list Optional: use industry-specific examples (e.g., HR, admin, events, comms) Module 5: Responsible AI Use at Work Understanding AI limitations and biases Protecting privacy and sensitive data When not to use AI Workplace policies and guidelines (customisable for your organisation) Ethical use: attribution, transparency, and human review Module 6: Getting Started in Your Role Tools overview: free vs paid options (ChatGPT, Microsoft Copilot, Gemini) Building your own AI toolkit Tips for staying up to date as tools evolve 30-day challenge: how to build AI into your daily workflow Delivery Style Highly interactive, practical, and low-jargon No coding or tech background required Hands-on demos, guided practice, and scenario-based activities Group discussion and peer learning Course Materials Provided Quick-start guide: Top 10 prompts for non-tech roles AI Prompt Library for your job type Do’s and Don’ts for ethical use of AI at work “AI in Action” workbook with examples and checklists Personal AI Action Plan Optional Add-ons Team-based AI hackathon (mini workplace challenge) Tailored follow-up webinar for Q&A and deeper use cases Co-branded playbook for organisational AI use Integration with digital transformation or innovation initiatives
Course Duration: Half-day or full-day (can also be delivered as a 3-part virtual workshop series) Target Audience: Professionals in non-technical roles (e.g. executive assistants, HR, marketing, project managers, operations staff, trainers, and admin support) who want to use generative AI to enhance their work—without needing coding skills. Course Objectives By the end of this course, participants will be able to: Understand what generative AI is and how it works in plain language. Identify use cases relevant to their role or industry. Use popular generative AI tools (like ChatGPT, Gemini, and Copilot) confidently. Write effective prompts to get better, more relevant results. Apply AI ethically and responsibly in the workplace. Course Outline Module 1: Demystifying Generative AI What is generative AI? (Plain language explanation) How AI models like ChatGPT, Copilot, and Gemini work Examples of what generative AI can (and can’t) do Myths, risks, and benefits of AI in non-tech roles Module 2: Everyday Use Cases for Professionals Time-saving applications: Drafting emails, reports, meeting summaries Creating checklists, plans, or SOPs Enhancing creativity: Brainstorming ideas for events, campaigns, or training Writing social media posts, newsletters, or job ads Organising information: Summarising documents Structuring spreadsheets or creating templates Supporting communication: Improving tone and clarity Translating or simplifying content Module 3: Prompting Essentials What is a “prompt” and why does it matter? How to write clear, specific, and effective prompts Prompting frameworks (e.g., “Role–Task–Goal” method) Live practice: transforming a vague prompt into a powerful one Troubleshooting: when AI gives poor answers and how to improve them Module 4: Hands-On Exploration Try-it-yourself exercises using ChatGPT or Gemini (guided) Real workplace examples and team challenges Create an AI-generated email, checklist, or idea list Optional: use industry-specific examples (e.g., HR, admin, events, comms) Module 5: Responsible AI Use at Work Understanding AI limitations and biases Protecting privacy and sensitive data When not to use AI Workplace policies and guidelines (customisable for your organisation) Ethical use: attribution, transparency, and human review Module 6: Getting Started in Your Role Tools overview: free vs paid options (ChatGPT, Microsoft Copilot, Gemini) Building your own AI toolkit Tips for staying up to date as tools evolve 30-day challenge: how to build AI into your daily workflow Delivery Style Highly interactive, practical, and low-jargon No coding or tech background required Hands-on demos, guided practice, and scenario-based activities Group discussion and peer learning Course Materials Provided Quick-start guide: Top 10 prompts for non-tech roles AI Prompt Library for your job type Do’s and Don’ts for ethical use of AI at work “AI in Action” workbook with examples and checklists Personal AI Action Plan Optional Add-ons Team-based AI hackathon (mini workplace challenge) Tailored follow-up webinar for Q&A and deeper use cases Co-branded playbook for organisational AI use Integration with digital transformation or innovation initiatives