1929 Courses in Glasgow

Overview 1 day course on forensic accounting and analysis to unearth financial manipulation by companies Who the course is for Investors and analysts – equity and credit; public and private Bank loan officers M&A advisors Restructuring advisors Auditors 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 1 day course on IFRS 9 expected credit loss modelling, both for financial statement and capital stress testing purposes Who the course is for Credit risk management Quants ALM staff Finance Internal audit External auditors Bank investors – equity and credit investors 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

When staff are new to sales it can seem daunting, especially when they have targets to meet. If the staff you need to promote your products and services get it wrong then it can knock their confidence and negatively impact how your customers see you as an organisation. This programme provides staff with the basic skills they need to sell. This course will help participants: Profile customers Research and identify potential new customers Use the consultative sales process Build effective rapport with customers Identify customer needs through effective questioning and listening Position products and services effectively Close the sale or gain commitment to further action Manage their customer portfolio to maximise sales 1 Introduction Aims and objectives of the training Personal introductions and objectives Self-assessment of existing sales skills Overview of content 2 Knowing your customers Who are your customers, and what do they want from you? What are your strengths, compared to your competitors? Who are your new potential customers? How do you communicate with new customers? What do you need to know about your customers before you start to sell? Making the initial approach Planning your pipeline - keeping the customers coming 3 The four-step sales process Overview of the consultative sales process Key benefits of using the consultative sales process Focusing on behaviours not targets The behaviours of a good salesperson Common pitfalls and mistakes Personal strengths and weaknesses 4 Building rapport First impressions - Mehrabian theory of communication Short cuts to building rapport Looking out for clues as to how the customer is thinking Looping back to keep the conversation flowing Acknowledging past communication Dealing with emotions such as anger Setting the agenda to keep control Getting past gatekeepers 5 Questioning and listening How to ask open questions to uncover information Left brain questions When closed question can be useful What stops us listening? The four levels of listening How to develop your listening skills 6 Presenting products and services to customers When to present Using benefits not features Making it personal Using reciprocity The tendency towards the middle Using consistency 7 Gaining commitment Testing the water Dealing with objections using ACLEO Asking for the business Getting referrals Ending with a personalised close Following-up 8 Managing your customer pipeline Spotting opportunities for cross-sales Managing your portfolio Maximising sales proactively Review meetings Customer satisfaction measures and surveys Mystery shopping 9 Putting it all together Skills practice Personal learning summary and action plans

Overview 2 day applied course in modelling Basel IRB parameters and generating IRB Pillar 1 credit risk capital requirement for a mixed retail and corporate loan book Who the course is for Credit risk management, model validators and quants Loan officers / loan portfolio management ALM staff Bank investors – equity and credit investors 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 3-day course focuses on covering the foundations of equity markets, including practical experience with equity swaps and options. During this course you will learn: How to use equity swaps, dividend swaps, equity index options and single name options. Applications of these products are shown across a variety of strategies across volatility trading, corporate finance and investment management. Key issues in pricing and risk management. Who the course is for Equity and Derivative sales, traders, structurers, quants and relevant IT personnel Asset allocation managers and equity portfolio managers Company finance executives, corporate treasurers and investment bankers Risk managers, finance, IPV professionals, auditors and accountants 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 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 click here To learn more about schedule, pricing & delivery options, book a meeting with a course specialist now

Overview 2 day course on single name CDS, index CDS and index CDS options and how to use them to express views and hedge risks in credit markets 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 click here To learn more about schedule, pricing & delivery options, book a meeting with a course specialist now

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 click here 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 click here To learn more about schedule, pricing & delivery options, book a meeting with a course specialist now

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 click here To learn more about schedule, pricing & delivery options, book a meeting with a course specialist now