The CAIA Association is a global professional body dedicated to creating greater alignment, transparency, and knowledge for all investors, with a specific emphasis on alternative investments. Course Overview The CAIA Association is a global professional body dedicated to creating greater alignment, transparency, and knowledge for all investors, with a specific emphasis on alternative investments. A Member-driven organization representing professionals in more than 100 countries, CAIA Association advocates for the highest ethical standards. Whether you need a deep, practical understanding of the world of alternative investments, a solid introduction, or data science skills for the future in finance, the CAIA Association offers a program for you. Why CAIA? Distinguish yourself with knowledge, expertise, and a clear career advantage – become a CAIA Charterholder. CAIA® is the globally recognized credential for professionals allocating, managing, analyzing, distributing, or regulating alternative investments. The Level II curriculum takes a top-down approach and provides Candidates with the skills and tools to conduct due diligence, monitor investments, and appropriately construct an investment portfolio. In addition, the Level II curriculum contains Emerging Topic readings; articles written by academics and practitioners designed to further inform and provoke the Candidate’s investment management process. After passing the Level II exam you are eligible, with relevant professional experience, to join the CAIA Association as a Member and receive the CAIA Charter. You will be part of an elite group of more than 13,000 professionals worldwide. Only after joining the Association, you are eligible to add the CAIA designation to your professional profiles. Who will benefit from enrolling in the CAIA program? Professionals who want to develop a deep level of knowledge and demonstrated expertise in alternative investments and their contribution to the diversified portfolio should pursue the CAIA Charter including: • Asset Allocators • Risk managers • Analysts • Portfolio managers • Traders • Consultants • Business development/marketing • Operations • Advisors Curriculum Topics: Topic 1: Emerging Topics • Decentralized Finance: On Blockchain- and Smart Contract-Based Financial Markets • Technical Guide for Limited Partners: Responsible Investing in Private Equity • Channels for Exposure to Bitcoin • Assessing Long-Term Investor Performance: Principles, Policies and Metrics • Demystifying Illiquid Assets: Expected Returns for Private Equity • An Introduction to Portfolio Rebalancing Strategies • Longevity and Liabilities: Bridging the Gap • A Short Introduction to the World of Cryptocurrencies Topic 2: Ethics, Regulation and ESG • Asset Manager Code • Recommendations and Guidance • Global Regulation • ESG and Alternative Investments • ESG Analysis and Application Topic 3: Models • Modeling Overview and Interest Rate Models • Credit Risk Models • Multi-Factor Equity Pricing Models • Asset Allocation Processes and the Mean-Variance Model • Other Asset Allocation Approaches Topic 4: Institutional Asset Owners and Investment Policies • Types of Asset Owners and the Investment Policy Statement • Foundations and the Endowment Model • Pension Fund Portfolio Management • Sovereign Wealth Funds • Family Offices and the family office Model Topic 5: Risk and Risk Management • Cases in Tail Risk • Benchmarking and Performance Attribution • Liquidity and Funding Risks • Hedging, Rebalancing, and Monitoring • Risk Measurement, Risk Management, and Risk Systems Topic 6: Methods for Alternative Investing • Valuation and Hedging Using Binomial Trees • Directional Strategies and Methods • Multivariate Empirical Methods and Performance Persistence • Relative Value Methods • Valuation Methods for Private Assets: The Case of Real Estate Topic 7: Accessing Alternative Investments • Hedge Fund Replication • Diversified Access to Hedge Funds • Access to Real Estate and Commodities • Access through Private Structures • The Risk and Performance of Private and Listed Assets Topic 8: Due Diligence and Selecting Managers • Active Management and New Investments • Selection of a Fund Manager • Investment Process Due Diligence • Operational Due Diligence • Due Diligence of Terms and Business Activities Topic 9: Volatility and Complex Strategies • Volatility as a Factor Exposure • Volatility, Correlation, and Dispersion Products and Strategies • Complexity and Structured Products • Insurance-Linked and Hybrid Securities • Complexity and the Case of Cross-Border Real Estate Investing DURATION 200 Hours WHATS INCLUDED Course Material Case Study Experienced Lecturer Refreshments Certificate
Better Business Cases™ Practitioner: In-House Training: In-House Training Better Business Cases™ is based on the Five Case Model - which is the UK government's best practice approach to structuring spending proposals and making effective business decisions. Using this best-practice approach will allow organizations to reduce unnecessary spending and improve the decision-making process which gives you a greater chance of securing necessary funding and support for initiatives. The goal of the practitioner course is to develop a candidate's ability to deliver a comprehensive business case, through encouraging expanded knowledge to guide the practical application of theoretical foundations. Upon the completion of this Practitioner course, a candidate will be able to start applying the model to a real business case development project. What You Will Learn At the end of this program, you will be able to: Develop the lifecycle of a business case and to establish the relationships between the five cases Apply the steps in the business case development framework, in order to support the production of a business case, using the Five Case Model, for a given scenario Overview of Better Business Cases Alignment with the strategic planning process Importance of the Business Case using the Five Case Model Overview of the Five Case Model Purpose of the key stages in the development of a spending proposal Purpose of a Business Justification Case Business Case Development Process Purpose of project / programme assurance and assurance reviews Responsibility for producing the Business Case Determining the Strategic Context and Undertaking the Strategic Assessment Scoping the Scheme and Preparing the Strategic Outline Case Planning the Scheme and Preparing the Outline Business Case Procuring the Solution and Preparing the Full Business Case Implementation and monitoring Evaluation and feedback Making the Case for Change Agree on the strategic context Determine spending objectives, existing arrangements, and business needs Determine potential business scope and key service requirements Determine benefits, risks, constraint, and dependencies Exploring the Preferred Way Forward Agree on critical success factors Determine long list options and SWOT analysis Recommend a preferred way forward Determining Potential Value for Money Revisit the short list Prepare the economic appraisal for short-listed options Undertake benefits appraisal Undertake risk appraisal Select preferred option and undertake sensitivity analysis Preparing for the Potential Deal Determine the procurement strategy Determine service streams and required outputs Outline potential risk apportionment Outline potential payment mechanisms Ascertain contractual issues and accountancy treatment Ascertaining Affordability and Funding Requirement Prepare the financial model Prepare the financial appraisals Planning for Successful Delivery Plan programme / project management Plan change and contract management Plan benefits realization Plan risk management Plan programme / project assurance and post project evaluation Procuring the Value for Money Solution Revisit the case for change Revisit the OBC options Detail procurement process and evaluation of best and final offers (BAFOs) Contracting for the Deal Set out the negotiated deal and contractual arrangements Set out the financial implications of the deal Ensuring Successful Delivery Finalize project management arrangements and plans Finalize change management arrangements and plans Finalize benefits realization arrangements and plans Finalize risk management arrangements and plans Finalize contract management arrangements and plans Finalize post-project evaluation arrangements and plans
The CAIA Association is a global professional body dedicated to creating greater alignment, transparency, and knowledge for all investors, with a specific emphasis on alternative investments. Course Overview The CAIA Association is a global professional body dedicated to creating greater alignment, transparency, and knowledge for all investors, with a specific emphasis on alternative investments. A Member-driven organization representing professionals in more than 100 countries, CAIA Association advocates for the highest ethical standards. Whether you need a deep, practical understanding of the world of alternative investments, a solid introduction, or data science skills for the future in finance, the CAIA Association offers a program for you. Why CAIA? Distinguish yourself with knowledge, expertise, and a clear career advantage – become a CAIA Charterholder. CAIA® is the globally recognized credential for professionals allocating, managing, analyzing, distributing, or regulating alternative investments. For Level I, the curriculum takes a bottom-up approach to the alternative investments industry. The readings offer detailed insights into the variety of institutional-quality strategies spanning the alternatives universe. Upon completing Level I, Candidates should have working knowledge of the relevant strategies available for investment, along with the basic tools to evaluate them. The CAIA Charter is granted upon completion of two levels of qualifying exams, combined with relevant professional experience. Who will benefit from enrolling in the CAIA program? Professionals who want to develop a deep level of knowledge and demonstrated expertise in alternative investments and their contribution to the diversified portfolio should pursue the CAIA Charter including: • Asset Allocators • Risk managers • Analysts • Portfolio managers • Traders • Consultants • Business development/marketing • Operations • Advisors Curriculum Topics: Topic 1: Professional Standards and Ethics • Professionalism • Integrity of Capital Markets • Duties to Clients • Duties to Employers • Investment Analysis, Recommendations, and Actions • Conflicts of Interest Topic 2: Introduction to Alternative Investments • What is an Alternative Investment? • The Environment of Alternative Investment • Quantitative Foundations • Statistical Foundations • Foundations of Financial Economics • Derivatives and Risk-Neutral Valuation • Measures of Risk and Performance • Alpha, Beta, and Hypothesis Testing Topic 3: Real Assets • Natural Resources and Land • Commodities • Other Real Assets • Real Estate and Debt • Real Estate Equity Topic 4: Private Securities • Private Equity Assets • Private Equity Funds • Private Equity Funds of Funds • Evolution of Investing in Private Equity • Private Credit and Distressed Debt Topic 5: Hedge Funds • Structure of Hedge Funds • Macro and Managed Future Funds • Event-Driven and Relative Value Hedge Funds • Equity Hedge Funds • Funds of Hedge Funds Topic 6: Structured Products • Introduction to Structuring • Credit Risk and Credit Derivatives • CDO Structuring of Credit Risk • Equity-Linked Structured Products DURATION 200 Hours WHATS INCLUDED Course Material Case Study Experienced Lecturer Refreshments Certificate
NLP Business Diploma - The Fundamentals of Collaborative Relationships training & certification with Proactive NLP Ltd is your first step towards developing collaborative leadership and collaborative cultures. Start transforming your projects now!
Better Business Cases™ Practitioner Better Business Cases™ is based on the Five Case Model - which is the UK government's best practice approach to structuring spending proposals and making effective business decisions. Using this best-practice approach will allow organizations to reduce unnecessary spending and improve the decision-making process which gives you a greater chance of securing necessary funding and support for initiatives. The goal of the practitioner course is to develop a candidate's ability to deliver a comprehensive business case, through encouraging expanded knowledge to guide the practical application of theoretical foundations. Upon the completion of this Practitioner course, a candidate will be able to start applying the model to a real business case development project. What You Will Learn At the end of this program, you will be able to: Develop the lifecycle of a business case and to establish the relationships between the five cases Apply the steps in the business case development framework, in order to support the production of a business case, using the Five Case Model, for a given scenario Overview of Better Business Cases Alignment with the strategic planning process Importance of the Business Case using the Five Case Model Overview of the Five Case Model Purpose of the key stages in the development of a spending proposal Purpose of a Business Justification Case Business Case Development Process Purpose of project / programme assurance and assurance reviews Responsibility for producing the Business Case Determining the Strategic Context and Undertaking the Strategic Assessment Scoping the Scheme and Preparing the Strategic Outline Case Planning the Scheme and Preparing the Outline Business Case Procuring the Solution and Preparing the Full Business Case Implementation and monitoring Evaluation and feedback Making the Case for Change Agree on the strategic context Determine spending objectives, existing arrangements, and business needs Determine potential business scope and key service requirements Determine benefits, risks, constraint, and dependencies Exploring the Preferred Way Forward Agree on critical success factors Determine long list options and SWOT analysis Recommend a preferred way forward Determining Potential Value for Money Revisit the short list Prepare the economic appraisal for short-listed options Undertake benefits appraisal Undertake risk appraisal Select preferred option and undertake sensitivity analysis Preparing for the Potential Deal Determine the procurement strategy Determine service streams and required outputs Outline potential risk apportionment Outline potential payment mechanisms Ascertain contractual issues and accountancy treatment Ascertaining Affordability and Funding Requirement Prepare the financial model Prepare the financial appraisals Planning for Successful Delivery Plan programme / project management Plan change and contract management Plan benefits realization Plan risk management Plan programme / project assurance and post project evaluation Procuring the Value for Money Solution Revisit the case for change Revisit the OBC options Detail procurement process and evaluation of best and final offers (BAFOs) Contracting for the Deal Set out the negotiated deal and contractual arrangements Set out the financial implications of the deal Ensuring Successful Delivery Finalize project management arrangements and plans Finalize change management arrangements and plans Finalize benefits realization arrangements and plans Finalize risk management arrangements and plans Finalize contract management arrangements and plans Finalize post-project evaluation arrangements and plans
If you have the desire to memorise anything incredibly quickly, and retain it for as long as you need, this course is for you! In a fun, dynamic way, where we purposefully combine different teaching approaches to get you to a level of mastery in the shortest possible time, we will teach you the ins and outs of memory. You will be amazed by how powerful your own brain can be!
Overview Networking has become a crucial factor in the modern workplace. It is the most effective method of developing your business or career and is a key component of your personal brand. This one day course will teach you how to be able to build strong business relationships, develop a level of personal credibility and increase your network of contacts in order to enhance your visibility and create opportunities for yourself and your organisation. Description This training course will help your participants build a professional reputation and develop a network of connections through the two key methods available to them; face-to-face and online. Attendees will discover how to effectively combine these two approaches and create a strategy for networking success that will generate their own community and actively grow their personal network. This will result in an improved performance in their approach to networking and consequently provide opportunities and prospects that will increase their business success. The training provides them with the tools and techniques to both plan a successful, strategic approach to networking and develop their personal communication skills, which will ensure they build effective business relationships. Topics covered: Why Network? – Establishing the importance of networking with some shocking statistics and an activity that defines the importance of networking to the individual. This is followed by some insight into the key aims of a networking strategy, what puts people off, as well as some personal revelations about networking. Increase Your Business Presence – Looking at the components of a strong business presence, including; credibility, personal brand, visibility and social capital. Developing a Networkers Attitude – An exercise that clarifies the perfect attitudes and behaviours of great networkers and comparing the participants against this. Thus identifying areas for development. Face to Face Networking – An overview and insight into the main types of face to face networking opportunities available with the benefits and pitfalls of each. Online Networking – An overview of the different social media and online networking tools and how to get the best out of them. Includes; LinkedIn, Twitter, Facebook and online forums. Communication Skills for Networking Success – Ensuring a good first impression, creating an opening sound bite and writing an online profile that promotes and engages. Developing a Conversation – Building on the opening sound bite and developing a conversation through good questioning techniques and following a selection of key networking rules. Including an activity to test and practice the skills. Working a Room – A fun activity that embeds and develops learning while encouraging practice and communication. This activity covers 10 of the main skills required to work a room. Breaking into a Group – Identifying body language to spot when a group or pair is open to new people entering the conversation or would rather not encourage participation. Knowing how to break into a group, what to say and how to remain professional. Exiting a Conversation – Developing some techniques to extricate oneself from a conversation without causing embarrassment or rudeness. The Follow-Up – Using a structure to identify the most important contacts created and establishing when and how to follow up with each group. Includes example follow-up email and a chance to develop their own. Creating a Network Plan – Participants are provided with a networking action plan to review and complete. This sets them on the journey of developing their networking skills and ensures they have a strategy and goals to target. Who should attend Anyone who is looking to improve their networking performance, or the networking performance of a management or sales team. Requirements for Attendees No pre-requisites required.
Overview This one day Building Better Work Habits training course has been developed for everyone in your organisation who may struggle with their own personal effectiveness. They may not have control of their own workload or blame others as to why they’re not achieving certain tasks and projects. Alternatively, it might be that high performers want to understand how they can organise themselves in a new way to give themselves more stretch in their roles. The training course will help the learners build self-awareness and will highlight the important parts of working smarter to achieve end goals. Description We are all busy, and sometimes it seems we do not have enough hours in the day to complete deadlines and projects. It can then eat into our home life, meaning we often end up stressed, or in worst-case scenarios, unwell (both physically and mentally). The reason behind this is often how we work day to day, as opposed to others giving us work at the last minute. These training course materials have been designed to help your participants work more effectively for the long term. This isn’t about how to manage a diary or emails, but rather look closely to see what are the blockers which get in the way of success. These small changes in day to day work will have a dramatic impact in both productivity and personal effectiveness. Topics covered: Productivity: the science bit – A chance to explore what we mean by being productive and how that helps us build better work habits, as well as the opportunity to look at some of the science behind myths and bad habits we’ve probably already formed. Includes a link to a YouTube video. Procrastination, why put off to tomorrow what we can do today! – Participants will explore what we procrastinate about, how we procrastinate in our own lives, and what we can do about it! Eat That Frog – An introduction to Brian Tracy’s book “Eat that frog” and how it can help us improve our working habits. Includes a link to a YouTube video. Eat That Frog: Thinking on Paper – A chance to put into practice some of Brian Tracy’s methods and how to use them in our real lives Eat That Frog: Rocks, Pebbles and Sand – Taking our goal setting further, we explore Covey’s methodology around prioritising our tasks. Eat That Frog: The Pareto Principle – The final part of the “Eat that Frog” section looks at how effective we in terms of how we spend our day Prioritising: how do we spend our day? – Participants explore how proactive they are, and what the danger might be in letting a situation rule their time Prioritising: The Priority Matrix – Taking the Rock, Pebbles and Sand methodology further, participants explore what truly is urgent and what is important in our day to day Prioritising: Company Performance Tensions – We may know what our own personal objectives are, however, our business objectives have certain tensions that could impact these. How can we balance these two different objectives to ensure we’re successful day to day? What’s my mindset? – Sometimes we can get in the way of our own successes and plans due to our mindset; utilising Carol Dweck’s work, it is a chance to reflect on our own mindsets when we’re building new work habits. Includes a link to a YouTube video. What’s my mindset? Energy Cycles – Our energy can impact our mindset and how productive we are. A chance to look at what gives us energy, and how we can work more effectively depending on where our energy levels might be Who should attend Anyone interested in understanding in being more effective at work. Requirements for Attendees None.
Overview This course sets out to develop attendee’s skills in understanding their own body language as well as being able to read the body language of others. If we can learn to identify and appreciate non-verbal clues, we can begin to improve our communication as a whole. This use of body language skills could impact situations such as; sales visits, interviews, presentations and normal day-to-day interactions where body language plays a part. Description Effective communication skills are critical in the development of relationships between people and although verbal communication plays a large part in this, studies have shown that a proportionate amount of our message comes from not what we say, but very often the non-verbal communication behind the message. Therefore, it is clear that body language is an important, influential aspect of communication and understanding how it works is essential in the development of your personal communication skills. Topics covered: Core Principles and the Five C’s – Exploring the subconscious effects of body language and setting the scene by ensuring participants appreciate the rules to interpreting body language. Reading Body Language – Gestures – An activity that helps participants realise the power of body language and how important it is to communication. Arm Barriers – Understanding the different arm barrier gestures and crossed arm positions and what each means. Palm and Handshake Gestures – Discussing the different handshakes and palm actions, what they mean and how they are applied in real life. Includes activities that test the theory. Hand and Thumb Gestures – A review of these different gestures and what they mean. Hand to Face Gestures…or… How to Spot a Liar! – An exploration of different gestures that involve the hand moving to the face. Identifying how to spot body language that signifies lying and what to watch out for. Chin and Cheek Gestures – An activity that helps participants understand the different chin and cheek gestures and how to interpret this body language. Eye Signals – A review of pupil dilation, directed gazes and eye accessing cues in order to fully understand how eyes provide body language clues. Matching & Mirroring – Looking at the technique of building rapport and developing relationships through careful observation of body language. Bringing it all Together – An activity that allows participants to embed their learning and realise how much they now understand and appreciate body language and its effect on communication. Who should attend Anyone who wants to gain a better understanding of their own body language, and that of others. Requirements for Attendees None.
Overview Appreciative Inquiry is a form of action research that collects people’s stories of best practices. We can use these best practices as a way to initiate organisational change. This course will guide attendees through the process of Appreciative Inquiry (AI) and give them the techniques to succeed in using the AI system. This course will benefit anyone that leads change and wants to create positive dialogue that leads to improvements within their organisation. Description David Cooperrider, Suresh Srivastva, and their colleagues at Case Western Reserve University developed AI in the 1980s. According to them, the aim of Appreciative Inquiry is to help the organisation in: Envisioning a collectively desired future Realising that vision in ways that successfully translate intention into reality and beliefs into practices The AI approach can be applied in almost all groups of people and once the process starts, the change is put in motion. The appreciative approach works in individual conversations among colleagues, managers and employees. AI consultants around the world are increasingly using an appreciative approach to bring about collaborative and strengths-based change. This course will provide attendees with the means to effectively develop the skills of managers for the benefit of their organisation. They will be taken through the full process of appreciative inquiry; developing a wide understanding of the tools and techniques required to effectively improve communication and affect change. What can Appreciative Inquiry achieve? Well, just imagine you were better able to: Solve problems within an organisation in a positive and forward-thinking way. Be more curious and excited about the challenges faced within the business. Ask unconditional, positive questions to strengthen the organisations capacity to increase potential. Approach change in an affirmative mindset. Use questions to create movement and change within the company. Simply apply core communication skills, for overall organisational success Topics covered: What is Appreciative Inquiry? – A review of the subject with an activity that helps embed understanding and a case study that explains the process in action. Benefits of Appreciative Inquiry to the Organisation – Establishing how AI can aid and improve the way an organisation works and how people communicate within it. Exploring how specific organisational issues can be viewed positively. Appreciative Inquiry Questions – Understanding how questions can be used to identify positive organisational improvements and refocus our approach to business issues. Appreciative Inquiry Interviews – A set process for performing AI interviews and framing consultations to get the best out of those involved. A chance to practice the given approach and hone personal skills. The 4D Model – An overview of the AI 4D Model (Discovery, Dream, Design, Destiny) and how it is applied. The 4D Model: Topic – Demonstrating how selecting the topic is the beginning of the 4D model process. Choosing the participants own topic to work on throughout the training. The 4D Model: Discovery – Showing how positive discussions are kick-started at this stage and taking a chance to look at, ‘the best there is and what has been’. The 4D Model: Dream – ‘Thinking big and beyond what they have in the past’. Creating an amazing and positive vision for the future. The 4D Model: Design – Laying the foundation with a design of the vision, principles, and set of propositions that describe the ideal end state. Defining the desired state by creating a hierarchy and blueprint for success. The 4D Model: Destiny – Defining clear actions that will help the organisation and individuals achieve what they have set out to. The output is the self-reinforcing nature of using positive and affirmative inquiry to improve the business. The 4D Model: Summary Task – Review of learning and knowledge check. The Change Process – Exploring Dr. Kotter’s 8-step change process and how it can support the AI approach. Rooms of Change – Understanding feelings and attitudes to change, using this interesting and memorable model. Using an activity to help participants consider their own ‘change position’ and what this might mean for them. Strategies for Managing Change – A simple set of skills to help overcome the challenges faced by people trying to implement change. Applying these strategies to the 4D Model and Appreciative Inquiry. Recall Quiz – A chance to review learning in an engaging way. Summary – Developing actions and key points to take away. Who should attend Managers who want to learn about and practice the Appreciative Inquiry approach to drive positive changes. Requirements for Attendees None.