4295 OV courses in Cardiff delivered Live Online

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

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

This 3 Days programme will equip you to use, price, manage and evaluate interest rate and cross-currency derivatives. The course starts with the building blocks of money markets and futures, through yield curve building to interest-rate and cross-currency swaps, and applications. The approach is hands-on and learning is enhanced through many practical exercises covering hedging, valuation, and risk management. This course also includes sections on XVA, documentation and settlement. The programme includes extensive practical exercises using Excel spreadsheets for valuation and risk-management, which participants can take away for immediate implementation.

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

Transport Compliance, Audits, Health and Safety, HGV compliance, PSV compliance, Compliance, Templates, Toolbox Talk, Professional Development, Assistance, Operator Licence assistance,

This is a one-day training event to help you: Develop your awareness of mental health issues in the workplace Enable you to act in a timely and constructive way to manage mental health issues that arise in the workplace Enable you to promote and maintain good mental health in your working environment It covers: Mental health statistical overview; most prevalent mental health problems, contributing factors, effects on productivity and the costs of mental ill-health Signs and symptoms of prevalent mental health conditions; 3 key indicators for all mental health problems Stigma; what it is and how it affects people Mental health legal and statistical overview: facts & figures, most prevalent mental health problems, aspects of the law, policy and procedural issues and guidelines for best practice Pro-active and constructive principles and strategies to manage mental health issues, to support colleagues who may be vulnerable to mental ill-health, and promote mental wellbeing This workshop will give you: Awareness of the key indications of mental ill-health Recognition of the prevalence and effects of stigma Knowledge of the wider picture; legal context Greater understanding and confidence to act constructively to support individuals who are vulnerable to mental ill-health The ability to take steps to actively promote mental-well-being in the workplace

Meetings are a fact of working life - both virtual and physical meetings. Recording the key points from meetings is critical to making sure that accurate information is captured, and action points are clearly identified and allocated. This virtual training session will support members of staff to develop their skills in recording the key points from meetings and discussions. This course will help participants: Describe the different levels of note taking and pick the appropriate style for the meeting Prepare to take minutes in the virtual and the physical environment Liaise and work in partnership with the meeting Chair Use a template to enable the capturing of key points Set up the room ready for the meeting Identify key points to record, versus what not to record Interrupt the meeting confidently to check key points Take neutral, accurate and concise records Produce a well-laid out set of minutes. 1 Introduction Objectives and overview Introductions and personal aims 2 An introduction to minutes Purpose and use Different levels of notetaking 3 Preparing to take minutes Identifying the purpose of the meeting Working with the Chair Tips and techniques to prepare effectively Case studies, review and discussion The physical environment: setting up for a meeting 4 Listening and recording Tips and techniques to make the process easier How to interrupt a meeting What to record; what to leave out Recording in short-form using playscript and bullet-points Listening neutrally Activity: Minuting a Meeting The tricky ones and how to overcome problems in the meeting 5 Preparing the minutes Producing a set of draft minutes Tips on grammar, punctuation and layout Stylistic variation Managing feedback from the Chair 6 Review Summary of key learning points Action planning

How to protect your cash flow In the current economic climate more and more companies are finding that their customers are taking longer to pay - or are not even paying at all. As cash flow is key to the survival of any business, effective debt collection tactics are vital for all businesses. This workshop concentrates on the telephone skills and techniques you can use to achieve the most positive outcome in any debt collection situation - payment of money owed, as soon as possible, whilst keeping the collection cost as low as possible. The course will help you: Understand your debtors and communicate with them accordingly Develop a strategy for more effective debt collection Make every call count Handle difficult calls Reduce the amount of time you need to spend on chasing payment Increase your collection rates 1 The debt collection process Understanding the reasons behind payment default Looking at the debt situation from the customer's point of view Developing a strategy for effective debt collection 2 Advanced telephone communication skills Techniques for speaking to the person responsible for paying the debt How to gain the customer's trust when discussing debt Telephone collection skills best practice Key phrases that keep the conversation positive and open 3 Questioning and listening skills for gathering information Different types of question Using high-gain questions to uncover key information Active listening that will help you understand what customers are really saying Leading with examples and high-impact questions Summarising and restating 4 Overcoming objections and excuses Identifying objections Preparing suitable responses Probing objections and ways to overcome them 5 Gaining commitment and ending the call Learn how to negotiate an agreement to suit both parties Summarising actions for you and the customer Ending the call professionally 6 Dealing with difficult and challenging situations Understand different personality types The correct way to respond to an upset customer Ways to calm angry customers (and handle verbal attacks) 7 Action plans Course summary and presentation of action plans

The learning objectives that we believe you require to be covered within the training include: A detailed understanding of the CDM 2015 Regulations and how they should work in practice An understanding of the key roles (Designer, Principal designer, contractor, principal contractor and client) under CDM 2015 What constitutes design and when you may be acting as a designer The requirements for notification Pre construction information, the construction phase plan and the H&S file An opportunity for delegates to ask questions and gain clarification on specific project requirements 1 Introduction Why manage health and safety? The costs of accidents Construction industry statistics Why CDM 2015? 2 Overview of health and safety law and liabilities Criminal and civil law Liability Enforcement and prosecution Compliance - how far do we go? Statutory duties 3 Health and safety law in construction - the current framework Framework of relevant legislationHealth and Safety at Work etc Act 1974Management of Health and Safety at Work Regulations 1999Construction (Design and Management) Regulations 2015Work at Height Regulations 2005 Who is responsible for the risks created by construction work? Shared workplaces/shared responsibilities Control of contractors - importance of contract law 4 CDM 2015 - the principles and current best practice Scope - what is construction? Application - when do the Regulations apply? The CDM management systemDutyholders (client, designer, principal designer, principal contractor, contractor)Documents (pre construction information, Notification, construction phase Plan, H&S File)Management process The 2015 HSE guidance / industry best practice Clarification of roles and responsibilities 5 Competence under CDM 2015 What is 'Competence'? The criteria to be used in construction Achieving continuous improvement 6 Part 4 Construction Health Safety and Welfare Overview of Part 4 Responsibilities Welfare arrangements 7 Risk assessment and the role of the designer Principles of risk assessment Loss prevention / hazard management What is a suitable risk assessment?Design v construction risk assessmentThe client is a designer?Whose risk is it? 8 Risk assessment exercise Understanding the principles of design risk assessment Identifying hazards under the control of clients and designers Quantifying the risk 9 Questions, discussion and review

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