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
If you're looking to move to the next level in your career in sales, then understanding how to maximise your sales results, using a consultative and structured approach, will be key to your success. In order to develop the competitive advantage that enables you to stand out from the crowd, it is important to understand the tools and techniques to take your selling to new heights and build the confidence to apply them in work-based scenarios. We have developed this programme to be practical, fun and interactive. Learners will gain a range of practical skills that they can take back and apply to the workplace straight away, that will have a positive impact on sales and customer satisfaction. This course will help participants: Develop a structured and client-focused approach to creating high quality sales opportunities and account growth Learn persuasion and influencing skills to better define needs and develop opportunities Understand how to have better sales conversations, presentations, and proposals - leading to higher order value and increased sales Develop advanced sales questioning skills and techniques; understand the importance of listening Understand how to add value at all stages; plus gaining competitive advantage Develop proven ways to overcome and reduce price pressure Know when to use options and upselling when presenting products and solutions Develop techniques and skills for improved negotiation and closing 1 Advanced Selling - How to Increase your sales results Review of pre-course data and questionnaire The AVC model of increasing your sales results Creating a sales growth plan to achieve higher sales targets Mapping the accounts and products for targeted growth 2 The Four Cs to structure a sales call Research before the meeting or call; setting objectives, planning and preparation How to gain instant rapport and taking control - including online meetings Qualifying and initial questioning skills Creating an agenda and first-meeting structure: Four Cs Planning and practice sessions 3 Building bigger and better sales opportunities How to use questions to 'build' more opportunities Learning and using high-impact and third-level questions Advanced sales questioning techniques: five questioning techniques Qualifying and gaining commitment to the next stage Planning and practice sessions - advanced questioning skills 4 Presentation and persuading skills best practice Compelling benefits and reducing perceived risk - key messages to deliver Helping the customer choose your proposition by using options Professional and effective presentation skills Writing compelling sales proposals that improve your conversion rate Planning and practice session - presenting your solution 5 Overcoming concerns and client questions Proven techniques for answering client objections and concerns How to isolate, prioritise and answer objections, including price Overcoming delay and procrastination Planning and practice session - answering client concerns 6 Gaining commitment and closing the sale Knowing when to close for commitment How to ask for commitment professionally and effectively Key negotiation skills around the closing process - getting to 'yes' Checklist of closing and negotiation skills Practice session
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 request a brochure To learn more about schedule, pricing & delivery options, book a meeting with a course specialist now
Overview 2 day course on scorecards, rating agency frameworks, regulation and integration and quantification of Environmental, Social and Governance (ESG) analysis into equity and credit investing / lending for / to corporates, banks and other financial institutions, applied to many case study companies and industries Who the course is for Investors and analysts – equity and credit; public and private Bank loan officers M&A advisors Restructuring advisors 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 course on key interest rate derivative products, covering both theory (product mechanics, market conventions and valuation) and practice (wide range of applications for wide range of market participants showcased) Who the course is for Interest rate traders, salespeople and quants Asset-liability management staff with banks and insurance companies Fixed income and credit asset managers / hedge funds / pension funds / insurance companies Corporate treasurers Risk management Anyone using interest rate derivatives 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 The first half of the course will cover all the essential tools of the currency markets – spot FX, forwards, FX swaps and NDFs. We look both at the pricing of these products and also how customers use them. The afternoon session will cover a range of important topics beyond the scope of an elementary course on currency options. We start with a quick review of the key concepts and terminology, and then we look at the key exotics (barriers and digitals) and how they are used to create the most popular customer combinations. We move on to look at the currently most-popular 2nd generation exotics, such as Accumulators, Faders and Target Redemption structures. Who the course is for FX Sales, traders, structurers, quants Financial engineers Risk Managers IT Bank Treasury ALM Central Bank and Government Treasury Funding managers Insurance Investment managers Fixed Income portfolio managers 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
At times, everyone involved with a business will find themselves in a position where they are faced with difficult decisions. Being able to deal with these situations effectively and confidently is an important interpersonal skill. This is especially true for managers who will be forced to make tough decisions on a regular basis, but need to ensure that the business continues to perform both during and after the difficult decisions have been made. The manner in which they approach and implement these decisions can sometimes be the difference between success and failure. Course SyllabusThe syllabus of the Dealing with Difficult Situations with Confidence course is comprised of four modules, covering the following: Module OneSelf Awareness Attitude towards challenges - self-resilience Going into a challenging scenario - how to prepare Recognising the signs of contention Giving feedback constructively Module TwoHaving Difficult Conversations with Confidence Behaviour labelling - preparing the approach Assertiveness techniques Dealing with a difficult issue focussing on behaviour & consequences Keeping objective and professional throughout Module ThreeExamining Your Preferred Communication Style Recognising the different communication styles Analysing your preferred style - Paradigm FitIn Profiler review Identifying the most appropriate situations for each style Module FourHelpful Interpersonal Skills Effective questioning techniques Active listening Body language Recognising and dealing with behaviours Displaying and creating positive attitudes Remaining Assertive and in control
Do you use video as a tool to promote your charity, business, organisation or campaigns? And if you don’t, do you feel as if you ought to? Videos account for more than 80% of all consumer internet traffic. So the pressure to use video as a marketing and PR tool has increased enormously. But the cost can be prohibitive. Using a video production company, such as ours, might be ideal, but for many it is out of reach – particularly if, like many of our clients, you’re a charity. However, there is an alternative, which more and more organisations are choosing, especially those which need to produce regular digital content. That is to produce the video yourself. Nowadays, you do not even need to invest in a video camera. All you need is your smart phone, some simple equipment you can buy on Amazon for as little as £80, plus your laptop or PC. This is why we have developed a new smartphone video training course, Smart Video. Our smartphone video training course covers: Equipment – including setting up your phone, microphones, tripods and editing programmes Planning your video Techniques to give your films broadcast-quality polish Getting the perfect shot – including shot sizes, positioning the camera, framing, lighting, sound, sequences and backgrounds Filming interviews An introduction to editing Producing videos for social media Bespoke training The course can be tailored to the type of videos you need to make. If most of your videos will be interviews, we’ll focus on presenting your interviewee in the best possible light – literally. If, on the other hand, you need to film buildings, events or products, we’ll tailor the course accordingly. If your video needs a script, we’ll give you tips and techniques on how to “write to pictures”, so your messages comes across well. And on all our courses, we’ll give you a guide to the best equipment and apps to use to enhance your filming and editing. The smartphone video course will be led by Paul Curran who has many years experience producing, filming and editing films and videos, for the BBC and corporate clients.
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
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