This 3 Days programme will equip you to use, price, manage and evaluate interest rate and cross-currency derivatives. The course starts with the building blocks of money markets and futures, through yield curve building to interest-rate and cross-currency swaps, and applications. The approach is hands-on and learning is enhanced through many practical exercises covering hedging, valuation, and risk management. This course also includes sections on XVA, documentation and settlement. The programme includes extensive practical exercises using Excel spreadsheets for valuation and risk-management, which participants can take away for immediate implementation.
Overview This is a 1 Day Product course and as such is designed for participants who wish to improve the depth of their technical knowledge surrounding Exotic Options. Who the course is for Equity and Derivative sales Equity and Derivative traders Equity & Derivatives structurers Quants IT Equity portfolio managers Insurance Company investment managers Risk 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 Understand the role of corporate structure, dividends and equity indices in equity markets. Become familiar with the building blocks of repos / stock lending, futures and forwards – and how to use these products. Understand how to price, and risk manage equity swaps and dividend swaps. Gain experience in their uses in trading, corporate finance and portfolio management. 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. Understand strategies designed to trade / hedge volatility using options. Who the course is for Risk management Finance Sales and trading Treasury Technology Financial Engineering 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 A comprehensive and practical 3 days workshop on pricing, using and managing structured interest rate derivatives. What used to be called exotic interest rate derivatives are now commonplace and an essential part of the financial marketplace either as legacy transactions or embedded in new structures. This intensive course is for anyone who wishes to be able to use, price, manage, market or evaluate standard interest rate derivatives such as Constant Maturity Swaps, Range Accruals and Quantos. We also look in detail at such important products as CMS spread-linked structures and volatility/variance swaps, always from a pragmatic practitioner’s perspective. 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 IPV professionals 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 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
This Tableau Desktop Training intermediate course is designed for the professional who has a solid foundation with Tableau and is looking to take it to the next level. For Private options, online or in-person, please send us details of your requirements: This Tableau Desktop training intermediate course is designed for the professional who has a solid foundation with Tableau and is looking to take it to the next level. Attendees should have a good understanding of the fundamental concepts of building Tableau worksheets and dashboards typically achieved from having attended our Tableau Desktop Foundation Course. At the end of this course you will be able to communicate insights more effectively, enabling your organisation to make better decisions, quickly. The Tableau Desktop Analyst training course is aimed at people who are used to working with MS Excel or other Business Intelligence tools and who have preferably been using Tableau already for basic reporting. The course is split into 3 phases and 9 modules: Phase 1: AMPLIFY MODULE 1: CHECK ABILITIES Revision – What I Should Know What is possibleHow does Tableau deal with dataKnow your way aroundHow do we format chartsHow Tableau deals with datesCharts that compare multiple measuresCreating Tables MODULE 2: COMBINE DATA Relationships Joining Tables – Join Types, Joining tables within the same database, cross database joins, join calculations Blending – How to create a blend with common fields, Custom defined Field relationships and mismatched element names, Calculated fields in blended data sources Unions – Manual Unions and mismatched columns, Wildcard unions Data Extracts – Creating & Editing Data extracts MODULE 3: ADVANCED CALCULATIONS Row Level v Aggregations Aggregating dimensions in calculations Changing the Level of Detail (LOD) of calculations – What, Why, How Adding Table Calculations Phase 2: ANALYSE MODULE 4: EXPAND APPLICATION Making things dynamic with parameters Sets Trend Lines How do we format charts Forecasting MODULE 5: ADVANCED MAPPING Using your own images for spatial analysis Mapping with Spatial files MODULE 6: DATA COMPARISONS Advanced Charts Bar in Bar charts Bullet graphs Creating Bins and Histograms Creating a Box & Whisker plot Phase 3: ACT MODULE 7: ADVANCED DASHBOARDS Using the dashboard interface and Device layout Dashboard Actions and Viz In tooltips Horizontal & Vertical containers Navigate between dashboards MODULE 8: PRESENT STORIES Telling data driven stories MODULE 9: ENABLE DECISIONS What is Tableau Server Publishing & Permissions How can your users engage with content This training course includes over 25 hands-on exercises and quizzes to help participants “learn by doing” and to assist group discussions around real-life use cases. Each attendee receives a login to our extensive training portal which covers the theory, practical applications and use cases, exercises, solutions and quizzes in both written and video format. Students must bring their own laptop with an active version of Tableau Desktop 2018.2 (or later) pre-installed. What People Are Saying About This Course “Course was fantastic, and completely relevant to the work I am doing with Tableau. I particularly liked Steve’s method of teaching and how he applied the course material to ‘real-life’ use-cases.”Richard W., Dashboard Consulting Ltd “This course was extremely useful and excellent value. It helped me formalise my learning and I have taken a lot of useful tips away which will help me in everyday work.” Lauren M., Baillie Gifford “I would definitely recommend taking this course if you have a working knowledge of Tableau. Even the little tips Steve explains will make using Tableau a lot easier. Looking forward to putting what I’ve learned into practice.”Aron F., Grove & Dean “Steve is an excellent teacher and has a vast knowledge of Tableau. I learned a huge amount over the two days that I can immediately apply at work.”John B., Mporium “Steve not only provided a comprehensive explanation of the content of the course, but also allowed time for discussing particular business issues that participants may be facing. That was really useful as part of my learning process.”Juan C., Financial Conduct Authority “Course was fantastic, and completely relevant to the work I am doing with Tableau. I particularly liked Steve’s method of teaching and how he applied the course material to ‘real-life’ use-cases.”Richard W., Dashboard Consulting Ltd “This course was extremely useful and excellent value. It helped me formalise my learning and I have taken a lot of useful tips away which will help me in everyday work.” Lauren M., Baillie Gifford “I would definitely recommend taking this course if you have a working knowledge of Tableau. Even the little tips Steve explains will make using Tableau a lot easier. Looking forward to putting what I’ve learned into practice.”Aron F., Grove & Dean “Steve is an excellent teacher and has a vast knowledge of Tableau. I learned a huge amount over the two days that I can immediately apply at work.”John B., Mporium
Trade barriers are going up across the globe. And cybercrime is on the increase. The link between the two? The value of trade secrets. As countries become increasingly protectionist as regards international trade, so their IP law has been changing, with the result that companies that previously would have sought protection through patents are opting to go down the trade secret route instead. But is this a high-risk strategy? Technology is changing and this is having an impact on forms of commercial co-operation. Collaborative or open forms of innovation by their very nature involve the sharing of intellectual property (IP), and in many instances this IP is in the form of valuable confidential business information (ie, trade secrets). Little surprise, then, that trade secrets disputes have increased accordingly. At the same time, the changes in technology make trade secrets more vulnerable to attack, misappropriation, theft. So just how effective are the legal protections for trade secrets? How can organisations safeguard the value in their IP (increasingly, the single biggest line in their balance sheets)? This programme is designed to help you address these issues. Note: this is an indicative agenda, to be used as a starting point for a conversation between client and consultant, depending on the organisation's specific situation and requirements. This session is designed to give you a deeper understanding of: Emerging trends in trade secrets protection and exploitation The current situation in key jurisdictions Recent case law How leading companies are responding The importance of trade secret metadata Different external stakeholders and their interests Key steps for effective protection of trade secrets Note: this is an indicative agenda, to be used as a starting point for a conversation between client and consultant, depending on the organisation's specific situation and requirements. 1 What are trade secrets? Definitions Examples Comparison with other forms of IP (patents, confidential information, know-how, copyright) 2 Current trends The various changes taking place affecting trade secrets - legal changes, trade wars, cybercrime, technology, commercial practice The current position in the UK, Europe, USA, China, Japan, Russia Corporate best practice 3 Trade secret disputes - how to avoid them Trade secret policies, processes and systems Administrative, legal and technical protection mechanisms The role of employees The sharing of trade secrets with others 4 Trade secret disputes - how to manage them Causes Anatomy of a trade secret court case 'Reasonable particularity' 5 Related issues Insurance Tax authorities and investigations Investor relations 6 Trade secret asset management roadmap Maturity ladder First steps Pilot projects
This is an opportunity to benchmark your current and future safety and health vision and priorities in line with global models of safety, and to benefit from good practice gathered from leading organisations from around the world. Through lively discussion, debate and exercises, including benchmarking, gap analysis and case studies, leaders attending this programme deepen their understanding of how to use their skills to drive their organisation to the next level in its safety and health performance. The programme is designed to help leaders:
Some 60% of injuries at work are caused by lifting heavy objects. This powerful, practical programme is designed to help stop any of your staff from becoming the next statistic. 1 Introduction and objectives 2 Overview of Health and Safety Legislation and HSE Injury Statistics Health and Safety at Work Act 1974 Management of Health and Safety at Work Regulations (MHSWR) 1992 MHSWR 1999 specific duties to risk assess Manual Handling Operations Regulations (MHOR) 1992 Breakdown of injury statistics and costs of poor manual handling 3 The musculoskeletal system explained Prevention and ill-health Ergonomics RSI The spine in detail 4 Risk assessment General principles The TILE method Employees' duties Workplace scenarios
This comprehensive one-day programme has been designed to provide participants with an overview of basic supply chain principles and concepts and to identify potential opportunities for reducing costs, minimising risks and adding value across the supply chain. This could include reducing inventory, procurement, transport and storage costs. Fundamentally, the object of the programme is to empower participants to be able to collaborate with all key stakeholders across the supply chain. This course will help participants: Appreciate the importance of the supply chain as a source of competitive advantage Understand the tools and techniques available to improve supply chain performance Analyse and mitigate risks across the supply chain Identify opportunities for improvements in their respective supply chains Demonstrate competence in the pro-active management of the supply chain