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 request a brochure To learn more about schedule, pricing & delivery options, book a meeting with a course specialist now
Overview Explore trading and hedging applications of barrier options across interest rate, FX, and equity markets. Who the course is for Executives of listed companies who want to enhance their knowledge and skills in ESG and sustainability. Corporate professionals who want to integrate ESG initiatives into their organizations and improve their ESG programs. ESG professionals who want to gain a deep understanding of ESG frameworks, reporting standards, and best practices 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
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
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 request a brochure To learn more about schedule, pricing & delivery options, book a meeting with a course specialist now
Key Objectives for the Training provision Effective listening to a client's needs and requirements during various stages of the sales process. Engage in meaningful communication with clients, learn to identify challenges and opportunities that relate to the prospects. Overcome the identified challenge. Build long term rapport and establish trust with the prospect throughout the sales process, Ensure continued customer satisfaction that can turn into repeat business. Be able to build rapport with customers or clients. Know the right questions to ask to fully understand the customer or client’s needs without putting on any pressure. Be able to check you have the right information from the customer or client. Be able to match products and services to the customer or client using the information you have gathered. Be able to influence effectively. Know how to stand out from your competitors. Stage 1 – Research the Company’s ‘Value Propositions’ and USP Analysis Conducting 30 min confidential interviews with a cross-section of the eligible Attendees & the Stakeholders, in order to gain an objective understanding of the various scenarios and clients that the Participants work with. the Company’s ‘Value Propositions’ Unique Selling Points The Customers’ journey(s) The Competition’s offers for analysis and comparisons. From these findings, a carefully calibrated bespoke Programme will be designed and delivered. Stage 2 - Design the Bespoke 2 x day Course nd Stage 3 - Delivery of the Course Programme This Programme can be delivered in 2 x consecutive days, or split between 2 – 3 weeks, to make it more ‘work-friendly’ – if required. It is very practical and commercially focussed in approach, with lots of interactive exercises designed to draw out the learning applications via the debriefings. The ‘Real Play’ scenarios on day 2 will be based on specific case studies drawn from the Research findings so that they are authentic to optimise the learning. Individual Action Plans will be captured at the end of each day to be debriefed by the Participants’ respective Line Managers. Template Programme Day One – Foundation – Strategic Approach Section One – The Principles of Consultative Selling Defining ‘Consultative Selling’ The Company’s ‘Unique Selling Points’ & Value Proposition The Consultative Selling model – the five stages Avoiding appearing ‘pushy’, ‘pressurising’ or ‘talking through the sale’ Section Two –Strategy & Preparation ‘Buy-Class’ Matrix Strategic plan Template – matching services/products to identified needs & opportunities. Preparing a range of objectives Constants and variables – USP’s Researching key Client/Decision Makers’ priorities, profile & background (LinkedIn etc.) Preparing for potential & likely Objections Section Three – Email etiquette & ‘influencing’ email correspondence. Email etiquette A.B.S.U.R.D model Clarity and tone – discovery of clients’ needs & motivational factors. Techniques to influence and ‘nudge’. Ensuring the data and content have a ‘gentle’ motivational & appealing message. Top Tips Day Two – Practical Application Section Four – Rapport Building & Effective Communication skills ‘Behaviour Labelling’ techniques – setting a positive tone. Asking Open Questions – gaining a full understanding of the clients’ priorities & expectations. EQ - Inviting opinions; perspectives; experiences – winning confidence. Active Listening – focus and commitment to understand. ‘Reading the room’ – adapting to responses and reactions. Maintaining focus on relevant topics that the Client cares about; carefully consider the opportunities to influence. But NO PRESSURE! Building a ‘bond of trust’ with commitments and authentic, shared values. Section Five – Explaining the Benefits – aligned to the Customers’ Priorities Understanding ‘Why do People Buy?’ Research data analysis. Open questions that lead to understanding the key issues and Clients’ priorities. Avoiding the danger of ‘pressurising’ the Client. Responding to objections effectively, with confidence and sensitivity. Explaining the benefits that are aligned to the Clients’ stated requirements. Making the Data ‘sing’ – memorable takeaways for the Client. Augmented benefits – Brand confidence; Case studies; Warranty; Service; Range; Flexibility etc. in alignment with their stated preferences/requirements Differentials compared to Competitors Section Six – Winning Commitment Inviting commitment – with confidence Consultative Selling Closing techniques (e.g. Alternative Close/Assumptive Close et al) Avoiding ‘talking through the sale’ – knowing when to ‘Shut UP!’ Confirming agreement – ensuring Clients’ motivation for repeat business Section Seven – Practical Application ‘Real Play’ From the Research findings, carefully devised scenarios can be generated to provide the most valuable learning opportunities to underpin all the skills & techniques covered in the Programme. Potential Real Play scenarios: A well-established customer has indicated that they are soon to be opening up additional new offices – this presents an opportunity to arrange for the Company to support them with their upcoming needs. After some very positive feedback and with the upcoming contract renewal imminent – how can the Company give the Customer more high-quality support in other areas of their business? A Competitor has been to see the client and they have prompted some concerns about ‘value for money’ & ‘quality of service’. How Real Play works… The group is split the group into 2 sub-groups, one with our Professional Actor (option available); the other with the Trainer or a willing Participant. Each group has a brief and has to instruct their Trainer/Actor/Participant on how to approach the scenario supplied. The Actor and Trainer (or willing Participant) perform the role play(s) as instructed by their respective teams; however, during the action they can be paused for further recommendations or direction. The outcome is the responsibility of the team(s) – not the performers. Debrief the full Programme Individual Action Plans - to be followed through. ‘Best Practices’ for application into the business Options for Exercises within the Programme Sample Exercise – Red & White There is a specific time managed agenda and itinerary, which puts the group under pressure. The key challenge is for the sub-groups to maximise the commercial value from the task, however there is always a great danger that the individuals attempt to gain financial progress at the expense of the other group! Debriefing points: Persuasive communication and influence across barriers Gaining buy-in when others are sceptical Strategic planning accounting for others’ behaviours Sample Exercise – Communication Challenge Each Participant has different pieces of information, but are not allowed to share it visually. They are only allowed to communicate to work out the solution hidden among the large amount of data. Debrief: Structured approach Maintaining focus through distractions/interference Active Listening Controlled communication Sample Exercise – Persuasive emails Sample emails are shared to be critiqued and improved upon to be debriefed: Tone & impact Making the Data ‘sing’ Influential & motivational language Customer centric message. Sample Exercise –Juggling Each Participant has to pass the ‘Customers’ (Juggling balls) carefully through the system with all the other Participants to reach a profitable conclusion Debrief: EQ to read the room and effectively communicate, when the pressure is on Customer focus and adapting to challenges Devising a plan that wins buy-in Overcoming competing ideas to get to ‘best practice’ Consistent commitment, communication and motivational drivers that influenced performance. Sample Exercise –Critical Path The group are provided with 30 x discs and some ‘post-it’ notes. (no pens or pencils are allowed) Their brief is to create a grid shape with the 30 x discs, which will act as ‘stepping stones’ for the ‘Critical Path’ But they have to follow the correct order through the grid from the start to finish, which they will have to work out through ‘trial & error’ All of the team must pass through the ‘Critical Path’ worked out on the grid, observing the constraints, within the time limit. No talking is permitted once they start using the materials Debrief: - Clear communication focussing on the ‘client’s journey’ Planning for challenges Identifying risks and mitigating them Role allocations & support Quality control and disciplines Sample Exercise –Back to Back Each Participant is positioned back-to-back with a partner. They have to work out precisely what the ‘statement’ given to the other person is without looking around. Each person has a different brief. Debrief: - Asking Open Questions Active Listening Accuracy in identifying the objective.
Overview A review of the most enduringly popular structured equity-linked products. This 1 day hands-on programme will help you gain familiarity with 1st generation & 2nd generation structured products convexity – and their applications. Discover techniques for maximising the participation rate to enhance returns for investors. Explore the trade-offs between coupon payments and gearing, and how they affect the risk-return profile of the notes. Explore ladder structures, their relationship to lookbacks, and the benefits they offer to investors. Learn about accumulators, their structuring, and the reasons behind their controversy in the market. Who the course is for Structured Products Desks, Financial Engineers, Product Controllers Traders, Dealing Room Staff and Sales People Risk Managers, Quantitative Analysts and Middle Office Managers Fund Managers, Investors, Senior Managers Researchers and Systems 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 A 1-day course on inflation-linked bonds and derivatives, focusing on the UK market in particular. We examine how inflation is defined and quantified, the choice of index (RPI vs. CPI), and the most common cash flow structures for index-linked securities. We look in detail at Index-linked Gilts, distinguishing between the old-style and new-style quotation conventions, and how to calculate the implied breakeven rate. Corporate bond market in the UK, and in particular the role of LPI in driving pension fund activity. Inflation swaps and other derivatives, looking at the mechanics, applications and pricing of inflation swaps and caps/floors. The convexity adjustment for Y-o-Y swaps is derived intuitively. Who the course is for Front-office sales product control research Traders Risk managers Fund managers Project finance and structured finance practitioners Accountants, auditors, consultants 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
Edoxi's MEAN Stack Course in Dubai equips you with essential skills to become a proficient developer. Edoxi's MEAN Stack course helps you build, deploy, and maintain full-stack JavaScript applications using the MEAN Stack framework. Our MEAN Stack course features one-on-one mentorship from our experts. Discover practical learning and implement your MEAN Stack skills in real-world situations through our project-centric approach, which emphasizes the importance of hands-on experience. Enroll in Our MEAN Stack Course and Gain Hands-On Experience with Expert Mentorship! Call us: +971 4380 1666 Mail us, at info@edoxi.com Learn more:https://www.edoxi.com/dubai/mean-stack-course Address: Office 504, Bank Street Building, Next to Burjuman Metro Station Exit 3, Khalid Bin Al Waleed Rd, Dubai, United Arab Emirates
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