57803 Courses

This programme provides an intensive, one-day overview of the key concepts and techniques of project management. The project management methods presented can be applied to a wide range of projects and the course emphasises both the task and the team-related aspects of project management. The aims of the programme are to: Present the key concepts of project management Provide a structured approach for managing projects Demonstrate tools and techniques for planning and controlling project work Enable participants to apply the techniques to their own projects At the end of the programme, participants will: Recognise the benefits of a structured approach to project work Be able to apply a range of practical tools and techniques to improve their personal effectiveness in project work Have a means of determining the status of current projects and know what actions are needed to ensure success 1 Introduction Why this programme has been developed Review of participants' needs and objectives 2 Key concepts The characteristics of projects and project work The four key phases of a project Essential lessons from past projects Key success factors Achieving success through the 'Team-Action Model' Challenges of the multi-project situation 3 Setting project goals Understanding 'customer' requirements Managing project stakeholders and gaining commitment Using questioning skills to define goals and success criteria Defining and documenting the scope of the project 4 Project planning Defining what has to be done Creating a work breakdown Agreeing roles and responsibilities for the work Developing a programme using networks and bar charts Estimating timescales, costs and resource requirements Planning exercise: participants develop a project plan Identifying and managing project risks Using project planning software Managing and updating the plan 5 Project implementation and control Creating a pro-active monitoring and control process Techniques for monitoring progress Using latest estimates Managing project meetings Resolving problems effectively Managing multiple projects Personal time management 6 Course review and action planning Identify actions Sponsor-led review and discussion of proposals Conclusion

Look at the in depth features of charts and some specialist tools to make your charts come to life. Course overview Duration: 1 day (6.5 hours) Our Excel Charting Specialist course examines how to unlock the full potential of Charts in Excel. It investigates the useful tools needed for creating bespoke Charts, allowing you to creatively present data more visually. By the end of the course, you will have an awareness of the tools used for creating more advanced Charts and will be able to create your own Dynamic Charts. The course is designed for existing users of Excel who are looking at more advanced ways to visualise data in Excel using Charts. Objectives By the end of the course you will be able to: Create and Amend Charts Format multiple areas of a Chart Use a Combo Chart Apply Conditional Formatting to a Chart Create Dynamic Charts Work with Custom Formatting Create an Advanced Dynamic Chart Content Creating and amending charts Creating Simple Charts Using the Chart Design tab Adding Chart Elements Changing the type of Chart Formatting charts Format Chart Area Format Data Series Format Data Point Format Axis Working with combo charts Adding additional data to a Chart Customising Chart types Creating Clustered Column/line Charts Applying conditional formatting on charts Using IF Statements Highlighting Max/Min Data points in Charts Using Series Overlap Dynamic charts Creating dynamic Target vs Actual Charts Introducing the NA function Hiding data used for Charts Custom formatting charts Formatting Data Labels Customising number formats Using Trend Arrows to show changes Editing Format Code Advanced dynamic charts Pivot Chart rules Creating a Pivot Chart Working with your Pivot Chart Creating calculations Combining all elements to create an Advanced Chart Using Error Bars to create a line Adding a scroll bar and linking with data

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

Duration 2 Days 12 CPD hours This course is intended for A prior understanding of EU Data Protection legislation is recommended. Candidates are typically management professionals and decision-makers who already have responsibility for data protection compliance within their organisation.Co-Requisite Subjects Candidates should have a good understanding of their own organisation?s data management activities through the life cycle from initial acquisition, through the various areas of processing and usage, to eventual removal or destruction. Overview To equip the learner with a foundational understanding of the principles of the General Data Protection Regulation (GDPR) and to provide constructive suggestions on implementing compliant processes. The social, historical and legal background leading to the General Data Protection Regulation (GDPR) The scope and global context of the GDPR The key concepts within the GDPR The definition of all key words and phrases relating to this Data Protection regulation Principle One: The criteria governing fair, open and transparent processing of personal data Principle Two: Purpose Limitation, the challenge of limiting the processing within the context of specified and lawful purposes Principle Three: Minimisation of processing, and ensuring that only that data is processed which is necessary to achieve the purpose. Principle Two: Purpose Limitation, the challenge of limiting the processing within the context of specified and lawful purposes Principle Three: Minimisation of processing, and ensuring that only that data is processed which is necessary to achieve the purpose. Principle Four: Ensuring that any personal data held by the organisation is kept accurate and current, and that any processing of such data is appropriate Principle Five: Management and storage of personal data in a manner that meets regulatory obligations, while minimising the time that the individual remains identifiable Principle Six: The criteria governing safe, secure and confidential processing of personal data in order to protect its integrity Principle Seven: The key roles, responsibilities and accountabilities of those involved in Data Management within an organisation Establishment within a single Member State Joint Controllers Privacy by Design and by Default Nominated Representatives Third-party Contracts and shared liability Logging of data management processes Data Breach Notification obligations Privacy Impact Assessments Overseas transfer of personal data L2.8 The Data Subject Rights, and their implications for the Data Controller and the Data Processor L2.8.1 The ?right to be forgotten? L2.8.2 The right to restriction of processing L2.8.3 The right to object to certain processing L2.8.4 The right to have inaccurate data amended or erased L2.8.5 The right to data portability L2.8.6 The right of access to one?s personal data L2.8.7 Rights in relation to automated decision-making and profiling The role of the Data Protection Officer (DPO) The role of the Data Protection Officer (DPO) Criteria for designating a DPO Tasks of the DPO Position of the DPO within the organisation The role of the Supervisory Authority within the Member State The Lead Supervisory Authority and independence Investigative, corrective and advisory powers Independence of the Supervisory Authority Collaboration with other Supervisory Authorities Codes of Conduct and Certification The role, powers and tasks of the European Data Protection Board (EDPB) The remedies, liabilities and penalties available under the GDPR Right to raise a complaint Right to representation Right to effective judicial remedy Right to compensation and liability Administrative fines of up to ?10m or 2% of GAT Administrative fines of up to ?20m or 4% of GAT Provisions for specific processing situations Freedom of Expression Processing of official documents Processing of National Identification Numbers Processing regarding employment Processing for archiving purposes Processing under obligations of official secrecy Processing of data by religious organisations Preparing for implementation of the GDPR Review of data management policies and procedures Review of data assets and security structures Training and Awareness-raising Data management governance structures Embedding Privacy By Design and Default Codes of Conduct and Certification against standards Breach detection and notification procedures Review of third-party agreements, contracts

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

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 This is a 1 Day Product course and as such is designed for participants who wish to improve the depth of their technical knowledge surrounding Exotic Options. Who the course is for Equity and Derivative sales Equity and Derivative traders Equity & Derivatives structurers Quants IT Equity portfolio managers Insurance Company investment managers Risk 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

Overview This 2 day course focuses on best practice bank ALM in today’s environment of a multiplicity of regulatory constraints on the balance sheet Who the course is for Asset Liability Committee (ALCO) members Treasury Risk Finance and internal audit capital management Funding management Liquidity buffer investment team Derivative structurers and salespeople; IT software providers 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