54263 Courses

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

Learn the skills and mindset to become a business partner, align your expertise with the organisational goals, drive growth, and shape the future of your company. Course overview Duration: 1 day (6.5 hours) This is a highly interactive and practical course which will help you to understand the role of Business Partnering and the key skills needed to be successful in the role. The course is designed specifically to give you an opportunity to explore the role and test a range of techniques to improve your strategic working as well as your influencing and relationship building skills. This course is aimed at individuals who work cross-functionally and with other people to achieve business results and is particularly helpful for those who engage frequently with senior managers and executives. Objectives  By the end of the course you will be able to: Describe the role of Business Partner and the benefit to the business Develop stronger engagement with all internal and external stakeholders Influence without authority Build positive relationships Handle robust conversations Be forward thinking, not reactive Act as a change agent Communicate with confidence and credibility Content Understanding the role of the Business Partner What is Business Partnering from an individual, departmental and business view Using a psychometric test to look at where your strengths are and how you can use them effectively in the role Developing Relationships Creating a powerful first impression. Communication skills Understanding different communication styles Being more proactive in developing key relationships Stakeholder engagement Presenting ideas in a confident and articulate way Understanding and developing trust Connecting with people Networking Influencing and Negotiating Influencing and persuading others Dealing with conflict and difficult conversations Becoming a trusted advisor/Business Partner Advanced questioning skills and techniques to get to the root of a problem Strategic Thinking Develop the mind-set and strategic capability to play a more proactive leading role in the business

Our course empowers you to handle workplace issues effectively and fairly. Learn best practices, procedures, and communication skills to maintain a harmonious and compliant workplace. Course overview Duration: 1 day (6.5 hours) This course will enable participants to manage disciplinary and grievance issues effectively. The emphasis is on the use of a structured approach where positive action and problem-solving is highlighted as a priority. The course will build knowledge, skill and confidence in handling these areas objectively, fairly and appropriately in line with policies/procedures, best practice and legal requirements. Objectives  By the end of the course you will be able to: Describe the purpose of disciplinary and grievance procedures and how these relate to relevant laws and other procedures Know your role as managers in fairly and consistently applying the procedures at the informal and formal stages Explain the grounds for disciplinary or grievance action and the need to collect, assess and present evidence Describe the structure and roles of disciplinary meetings Explain of the basis for reaching fair and reasonable decisions and possible remedies and penalties Describe the grounds and procedure for appeals Content Disciplinary Procedures Employment Contract – what an employee and employer expect and how to manage when broken. Natural Justice – ensuring ‘fair play’. Misconduct v Capability - what is the difference and which process should be used to manage both. Informal v Formal Action – understanding the processes for both informal and formal disciplinary actions. Suspensions – when, why and how to suspend an employee. Investigations – how to undertake a robust investigation and what to include in the report. Disciplinary Meeting – how to conduct the meeting, the different roles involved. Appeals – understanding how people can appeal and the process to appeal. Grievance Procedures What the law requires – what are the legal requirements for handling a grievance. Informal v Formal Action – understanding the processes for both informal and formal grievance procedures. Conducting the hearing – how to undertake a robust hearing and who should be involved. Appeals - how can people appeal and what is the process.

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

Discover the more complex features of Word for long document creation. Course overview Duration: 1 day (6.5 hours) Our Word Document Production (Part 2) course shows you some of the more advanced features of Word that are key for long document creation. This course will enable you to create longer, more complex documents with ease, including adding cross references, headers and footers and a table of contents. This course is aimed at existing Word users who have attended our Word Document Production (Part 1) course or have equivalent knowledge and who want to extract the most out of the package. Objectives  By the end of the course you will be able to: Create, amend and use templates Use styles for easy formatting Work with section breaks Manage linked headers and footers Insert pictures and objects Add cross references Create a table of contents Use tracked changes Content Creating templates Creating templates Using templates Amending templates Using styles in templates Adding styles to a template Using Heading Styles Managing Styles Applying template style changes directly from a document Copying styles between templates Working with different types of section break Next page section breaks Odd and even section breaks Inserting page numbers, headers and footers Creating custom headers and footers Inserting fields Using Section breaks Dynamic linking between Sections Page numbering in Sections Graphics Inserting pictures Inserting objects from other packages Object text wrapping options Picture options Adding cross references Creating cross references Creating a table of contents Generating a table of contents Setting table of contents styles Updating a table of contents Track changes Setting track changes Accepting and rejecting changes Viewing comments The reviewing pan

This course has a simple objective: to help gain appointments with potential clients. In most consultative selling situations clients won't commit to purchases over the telephone. This means setting up a meeting to discuss the options with them face-to-face. But getting 'face time' can be tricky. This practical workshop can help. Participants will acquire essential tools, skills and methods; discuss specific organisational issues; and identify areas for improvement. They will discover how to: Increase their effectiveness through proper preparation Construct attention-grabbing opening statements Help potential clients feel comfortable agreeing to a meeting Develop tactics for responding to difficult excuses and objections Stress the benefits of a face-to-face consultation Develop and enhance their questioning and listening skills Prevent customers cancelling booked appointments 1 Introduction to appointment setting Key trends that have changed the way people buy today - and will buy tomorrow Why many sales people avoid picking up the phone The difference that makes a difference - what makes a good appointment-maker? 2 Before you pick up the telephone It all starts with a plan... Who and what to focus our attention How much research should we undertake and why? Setting primary and secondary objectives 3 Making your approach Key considerations Every call is an opportunity - creating a positive mind-set Using a structured approach Using partnership language 4 Gaining an insight into the customer's needs How to quickly 'tune in' to your customers, so that you can serve them more easily Developing speech patterns that put customers at their ease Using effective questioning and listening skills Finding and building pain points 5 Dealing with excuses and objections Pre-empting potential excuses Developing techniques for responding to client objections Keeping the door open for future contact 6 Securing the appointment Selling the benefits of a consultancy meeting Techniques for avoiding cancelled appointments Gaining commitment 7 Action plans Course summary and presentation of action plans

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

Overview 2 day applied course in modelling Basel IRB parameters and generating IRB Pillar 1 credit risk capital requirement for a mixed retail and corporate loan book Who the course is for Credit risk management, model validators and quants Loan officers / loan portfolio management ALM staff 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 1 day course to gain real insight into the Solvency 2 balance sheet dynamics, both under standard formula and our illustrative internal model Who the course is for Capital management / ALM / risk management staff within insurance company Investors in insurance company securities – equity, subordinated bonds, insurance-linked securities Salespeople covering insurance companies 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 single name CDS, index CDS and index CDS options and how to use them to express views and hedge risks in credit markets 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