Remote training session for Xero Accounting and Payroll software.
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Overview This two-day intensive course is ideal for finance professionals seeking to deepen their expertise in options trading and volatility management. The course will cover option pricing and risk management techniques. Exploring differences between physical and cash-settled options European versus American/Bermudan options, and the implications of deferred premiums. Examining the role of volatility in option pricing & Managing First-Generation Exotics. Who the course is for Derivative traders Quants and research analysts Fund managers, fund of funds Structured product teams Financial and valuation controllers Risk managers and regulators Bank and corporate treasury managers IT 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 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 request a brochure 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 request a brochure To learn more about schedule, pricing & delivery options, book a meeting with a course specialist now
Overview This is a 2 day applied course on XVA for anyone interested in going beyond merely a conceptual understanding of XVA and wants practical examples of Monte Carlo simulation of market risk factors to create exposure distributions and profiles for derivatives used for XVA pricing Learn how to do Monte Carlo simulation of key market risk factors across major asset classes to create exposure distributions and profiles (with and without collateral) for derivatives used for XVA pricing. Learn how to calculate each XVA. Learn sensitivities of each XVA and how XVA desks manage these. Learn regulatory capital treatment of counterparty credit risk (both for CCR and CVA volatility) and how to stress test this within ICAAP or system-wide external, supervisor-led capital stress test. Who the course is for Anyone involved in OTC derivatives XVA traders XVA quants Derivatives traders and salespeople Risk management Treasury staff Internal audit and finance 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
Change Management Foundation: In-House Training: In-House Training This course provides practical knowledge on Change Management techniques and the Foundation certification. You will examine various Change Management techniques and explore which could be effectively implemented in your organization. The structured approach helps you understand how you deal with change as an individual, as a member of a team or organization, and as a leader. The program design explores the impact that change has on these four major areas: Change and the Individual Change and the Organization Communications and Stakeholder Engagement Change Management Practice This course also prepares you for the APMG Change Management Foundation exam. Given that a primary course goal is to achieve the Foundation Certification, the course text will be provided in advance of the workshop so the participant may begin studying. In addition, daily homework assignments and practice exams will be provided. The Foundation-level exam is taken at the end of the third day of the Traditional Classroom course. Virtual Classroom participants must make separate arrangements to schedule their exam following course completion (See 'Important Note for Virtual Course Participants'). What You Will Learn You'll learn how to: Explain how individuals learn and why many may resist change Illustrate how to build an effective change team Describe the stakeholder engagement process and relate this to appropriate communication Differentiate various approaches to plan, implement, and sustain organizational change Demonstrate how to assess change impact and readiness, and deal with resistance Improve your ability to pass the APMG Change Management Foundation Certification exam Getting Started Introductions Course structure Course goals and objectives Change and the Individual How people learn Personality and change - introduction to MBTI Models of individual change - the Change Curve and Bridges' Transition Motivating individuals during change Change and the Organization Understanding organizational metaphors Organizational culture and change 3 models of change - Lewin, Kotter, and Senge Key roles in change Stakeholder Engagement Identifying and analyzing stakeholders Personas and empathy maps Influencing strategies Communication Feedback and communication approaches Communicating change - planning, factors, and barriers Communication biases and channels Change Impact Identifying and assessing change impact Stakeholder impact assessment Change severity assessment Change Readiness Building change agent networks and the change team How to make the organization ready for change Creating a change management plan Dealing with resistance to change APMG Change Management Foundation Exam Preparation Review of and practice with APMG sample questions and test papers APMG Change Management Foundation Exam Traditional Classroom: Paper-based exams will be taken on the last day of class Virtual Classroom: The exam is scheduled by the Participant and taken subsequent to the course
A series of hourly small group sessions where we look at different aspects of Excel Duration: 1 hr sessions Alternatively, we can do you one-to-one sessions, either via virtual classroom or in person at our training course. These are £30 per hour, or £125 for 5-hour blocks.
PfMP® Exam Prep: In-House Training This is an intensive PfMP® Exam preparation course. This learning experience guides you through the multi-faceted discipline of portfolio management by focusing on the related technical, leadership, and business skills required to navigate it in the real world. First and foremost, this is an intensive PfMP® exam preparation course. Over the course, we go beyond exam prep to provide selected practice in applying key portfolio management skills, tools, and techniques. This learning experience guides you through the multi-faceted discipline of portfolio management by focusing on the related technical, leadership, and business skills required to navigate it in the real world. The journey zooms in and out between governance context and specific operational activities. The ultimate goal is practical application, with the bonus of certification along the way. What You Will Learn By the end of this program, you will be able to: Align and manage the portfolio, strategically, to satisfy organizational objectives and priorities, through benefit realization Articulate and emulate the role of a portfolio manager Apply the principles and skills of a portfolio manager to your real-world environment Study and prepare for the PfMP® Examination Apply for the certification, per the PMI PfMP Handbook and pass the initial panel review on your application Getting Started Course Overview Details of the PfMP® Certification process Foundation Concepts Projects, program, and portfolios A portfolio management process Strategy and value The role of the portfolio manager The role of key stakeholders Life cycle management The Portfolio Life Cycle Overview of Life Cycle Portfolio Management Information System (PMIS) Governance within the Portfolio Life Cycle Strategic Management Strategy concepts Supporting documentation and the strategic plan Planning and optimization Organizational risk appetite Managing strategic change Governance Management Overview and Guiding Principles The Concept of Governance Effective Design Factors Governance Roles Capacity and Capability Management Overview and Guiding Principles Capacity Management and Planning Supply and Demand (Management and Optimization) Organization Capabilities (Assessment and Development) Performance Management (Reporting, Analytics, and Balance) Stakeholder Engagement The Importance of Stakeholders Overview and Guiding Principles Definition and Identification Analysis and Planning Communications Approaches and Management Value Management Overview (Guiding Principles, Definition, and Components) Negotiating Expected Value Maximizing Value Assuring Value Realizing Value Measuring and Reporting Value A Look at Tools Risk Management Overview and Guiding Principles Portfolio Risk Planning Portfolio Risk Identification Portfolio Risk Assessment Portfolio Risk Response Examination Content Outline (ECO) Overview Structure Strategic Tasks Mapping Governance Tasks Mapping Performance Tasks Mapping Risk Tasks Mapping Communication Tasks Mapping List of Knowledge and Skills Exam Prep and Practice Overview Documenting experience Submitting the application Preparing to sit for the exam
Certified Associate in Project Management (CAPM)® Exam Prep: In-House Training: In-House Training This course gives you the knowledge you need to pass the exam and covers CAPM®-critical information on project management theory, principles, techniques, and methods Are you planning on taking the CAPM® examination? This course gives you the knowledge you need to pass the exam and covers CAPM®-critical information on project management theory, principles, techniques, and methods. You'll also have an opportunity for practical applications and time to review the kinds of questions you'll find in the CAPM® Exam. What you Will Learn Apply for the CAPM® Examination Develop a personal exam preparation plan Describe the structure, intent, and framework principles of the current edition of the PMBOK® Guide Explain the PMBOK® Guide Knowledge Areas, as well as their inter-relationships with the each other and the Process Groups Getting Started Program orientation The CAPM® certification process Certified Associate in Project Management (CAPM®) Examination Content Outline CAPM® eligibility requirements Code of Ethics and Professional Conduct Application options Foundation Concepts Skills and qualities of a project manager Project management terminology and definitions Relationship of project, program, portfolio, and operations management Project lifecycle approaches Project Integration Management Review Project Integration Management Knowledge Area Develop Project Charter Develop Project Management Plan Direct and Manage Project Work Manage Project Knowledge Monitoring and Controlling Perform Integrated Change Control Close Project or Phase Project Stakeholder Management Review Project Stakeholder Management Knowledge Area Identify Stakeholders Plan Stakeholder Engagement Manage Stakeholder Engagement Monitor Stakeholder Engagement Project Scope Management Review Project Scope Management Knowledge Area Plan Scope Management Collect Requirements Define Scope Create WBS Validate Scope Control Scope Project Schedule Management Review Project Schedule Management Knowledge Area Plan Schedule Management Define Activities Sequence Activities Estimate Activity Durations Develop Schedule Control Schedule Project Cost Management Review Project Cost Management Knowledge Area Plan Cost Management Estimate Costs Determine Budget Control Schedule Project Resource Management Review Project Resource Management Knowledge Area Plan Resource Management Estimate Activity Resources Acquire Resources Develop Team Manage Team Control Resources Project Quality Management Review Project Quality Management Knowledge Area Plan Quality Management Manage Quality Control Quality Project Risk Management Review Project Risk Management Knowledge Area Plan Risk Management Identify Risks Perform Qualitative Risk Analysis Perform Quantitative Risk Analysis Plan Risk Responses Implement Risk Responses Monitor Risks Project Communications Management Review Project Communications Management Knowledge Area Plan Communications Management Manage Communications Monitor Communications Project Procurement Management Review Project Procurement Management Knowledge Area Plan Procurement Management Conduct Procurements Control Procurements Summary and Next Steps Program Review Mock CAPM® Exam Getting Prepared for the CAPM® Exam After the CAPM® Exam