Instructor Led Ar Financial Training in United Kingdom

Introduction To Sage Line 50 COURSE AIMS This 2 day training course provides the basic knowledge required to operate the Sage Line 50 package. It provides a solid background for the day-to-day use of the Sage Line 50 package in a commercial environment. WHO SHOULD ATTEND? All staff who need to learn how to use the Sage Line 50 accounting package. Note : Participants should be competent in operating a PC. COURSE  more...

Sage Instant/ Sage Job Costing COURSE CONTENT - Key Decisions Prior to Set Up - Basic Configuration - Account Coding Structures/Nominal - Layout of Accounts - Financial Year Settings - Tax Codes Creating Accounts - Creating Customer Accounts/Opening Balances - Creating Supplier Accounts/Opening Balances - Creating Bank Accounts/Opening Balances Data Entry  more...

School of International Securities Operations A comprehensive and hands-on interactive program, using case studies, exercises and group sessions developed to ensure that the delegates gain the understanding of 1) how the industry and their specific interactions/ responsibilities interact within the overall scope of the international financial markets, 2) demonstrates the business links in their important contribution to the overall process of  more...

Treasury Risk Management Sound treasury risk management requires a thorough understanding of the key financial markets and instruments used to effectively manage risk, capital flows and debt financing. In the light of the current financial challenges facing the global finance industry, a strong working knowledge of risk management practices, treasury functions, financing and investment strategies is paramount to the  more...

Understanding Investing and Managing UCITS III Hedge Funds VERVIEW The hedge fund and asset management industry is undergoing a major change: European politicians have been pushing for a more regulated, on shore industry. Hence offshore structures which are most common with hedge funds will be more difficult to distribute in Europe. This course within the UCITS framework examines the risks, strategies to win business and offshore vehicles. WHAT YOU  more...

ITIL Service Offerings and Agreements Aims The course builds on the general principles covered as part of the ITIL ® Foundation course. This enables the organisation to introduce Service Portfolio Management, Service Catalogue Management, Service Level Management, Demand Management, Supplier Management, Financial Management and Business Relationship Management as integral parts of its overall business-focused Services Framework.  more...

Finance for Non-Financial Managers Finance can be an onerous element of the managerial role. However, if you understand the significance of finance to your organisation you will be a more confident decision maker and have an advantage over managers who dona ™t. This programme is for you if you have any form of budget responsibility or any other form of financial accountability. It provides an opportunity for you to  more...

Financial Modelling with Microsoft Excel Build professional models to improve financial performance The widespread availability of computer spreadsheets has revolutionised budgeting, forecasting and planning. In the past, financial modelling was something done exclusively by accountants and as a result they had almost total control of financial information. Nowadays many managers are expected to have a much closer control and  more...

Introduction to Strategic Financial Management Play an active role in your organisationa ™s strategic and financial planning process This programme provides grounding in the understanding and use of financial information for strategic management of the organisation. It will help you to understand the financial significance of strategic decisions and to communicate effectively on financial matters with accountants and other  more...

Credit Derivatives and Hedge Funds This course is aimed at prime brokerage staff, hedge funds and fund of funds, institutional investors and others wishing to gain a thorough understanding of credit derivatives as they are used by hedge funds. The course will test knowledge on a continuous basis by use of realistic scenarios for all.  more...

Bond Financing (Repo) This introductory/ intermediate course provides a comprehensive overview of the fixed income repo product. You will be introduced to the economic motivations of market players and learn the main trading structures, delivery methods, risk elements and documentation. As part of a small group, you will employ alternative trading structures in an extensive case study using SunGard's Personal Apex  more...

Global Collateral Management Intermediate-level course covering business drivers, risk, regulatory capital, legal framework, margining strategies, and optimisation of collateral against securities loans and repos as well as both OTC and exchange-traded derivatives. This course explains the rationale and current best-practice functioning of collateral management programmes for financial institutions. It is designed to build  more...

Managing Hedge Fund Risk This 2-day course addressing a topic that gains importance with every passing year: how to measure and manage hedge fund risk. The much-debated issue of transparency will be illuminated, with case studies and exercises reinforcing the delegates' understanding of the main risk factors.  more...

Valuation Techniques for Hedge Funds This two-day course teaches the skills and tools required to value companies, including quantitative methods of investment analysis, sources of risk and return, specials situations and strategic analysis. Financial modelling techniques using Excel will be explained, with ample exercises and opportunities to apply these skills in practice.  more...

Finance for non-finance Managers Course Objectives: This financial training course has been specifically designed for employees at middle and senior management level who do not have day-to-day involvement in financial activities. This programme will help delegates understand and interpret key financial documents, describe and explain the importance of key financial ratios and understand different types of cost and how to manage  more...

IOSH - Directing Safely Course Objectives: The purpose of this programme is to ensure that top level decision-makers develop an appreciation of the moral, financial and legal issues relating to workplace health and safety throughout the management process. Module 1: Aims and Objectives Overview and introduction to the programme Module 2: Health & Safety management good business sense Examining the reasons for  more...

Office Safety Course Objectives: The office is generally regarded as a safe environment but each year, many thousands of office workers are injured and fatalities are not unknown. Recent times have seen a dramatic increase in the incidence of a sick building syndromea , work related upper limb disorders, stress, staff security issues and so on, with all the associated human and financial costs.  more...

Dodd-Frank Act Implications for Derivatives Trading Investing and Hedging Activities Two-day workshop presented by William Allen The Dodd-Frank Act (DFA) mandates comprehensive changes to a wide range of financial institutions and products. This course explores in detail one major area impacted by several parts of the DFA: the trading, investing and hedging activities using a wide range of derivatives and related products. These products may be used by many different types of  more...

Basel III New Regulatory Requirements A two-day course covering the challenges and opportunities arising from the new regulatory changes from Basel III, Vickers Report, Swiss Finish and Dodd-Frank, and their implications for different types of financial institutions. The programme covers best practices in key areas such as: Liquidity Risk, Concentration Risk, Risk Aggregation / Capital Allocation and Stress Testing. Groups are kept  more...

Macro Drivers of Asset Performance and TAA Strategy This course provides a framework to formulate global asset allocation and trading strategies through the business cycle. It includes discussion of the main themes forming the background to global markets a a exit strategiesa ™ from unconventional monetary policies, the sovereign debt crisis and the threat of higher inflation. The programme is designed to provide an overview of the  more...

Strategic ALM, Treasury and Capital Asset and Liability Management (ALM) is a key function of growing importance in financial markets. ALM involves a number of techniques that maximise the use of an organisation's assets and liabilities to improve performance. The course provides a deep understanding of the subject, offering an overview of traditional ALM and detailing the more recently applied risk measures, their modelling and use  more...

Equity Exotic Options calibration and pricing This course introduces and applies advanced models for the pricing of equity derivatives. Practical workshops develop a solid understanding of the current frameworks for pricing these instruments and give participants the mathematical and practical background necessary to apply the various pricing methodologies to the market. All delegates will receive a copy of Wim's book, "Levy Processes in  more...

Intermediate Mathematics Understanding Stochastic Calculus Course Outline The use of Probability theory in financial modelling can be traced back to the work on Bachelier at the beginning of last century with advanced probabilistic methods being introduced for the first time by Black, Scholes and Merton in the seventies. The modern financial quantitative analysts make use of sophisticated mathematical concepts, such as martingales and stochastic  more...

Accounting for Derivatives in Practice Course Outline A practical 3-day programme providing a conceptual framework based on an intensive use of real world cases. Each case is covered step by step, encouraging interactive participation. The cases will cover the decision-making, documentation requirements, hedge effectiveness testing and accounting of a derivatives strategy during its whole life. All participants receive a copy of the  more...

Numerical Techniques 1 Monte Carlo Simulation Course Outline Over the past two decades increased changes in the complexity of financial products and increasing computational capacity has meant that Monte Carlo methods have become the mainstay of any financial engineer's toolkit. This course illustrates how Monte Carlo can be used in modern finance for both pricing and risk management purposes. The course uses a combination of theoretical  more...

Modern Credit Derivatives Course Outline The credit derivative market has changed substantially in the last two years and an understanding of these instruments is integral to making sense of today's financial markets. This three-day course provides a comprehensive view of how modern credit derivatives are used for risk management, to create profitable opportunities through trading and arbitrage, and to create liquidity.  more...

Quantitative Techniques for Credit Derivatives Course Outline The objective of this course is to develop a solid understanding of the current framework for modelling and pricing credit derivatives. Participants will gain the mathematical and practical background necessary to apply the various models in the market and will learn about recent advances in the field. Who The Course is For * Quantitative analysts * Risk managers *  more...

Behavioural Finance and Equity Investment Strategies Course Outline Modern finance portrays investment decision-making as rational choice. However, pure rationality does not describe how many decisions are truly made. This course examines (1) the behavioural strategies that amateur and expert investors rely upon to make decisions, (2) the structure and speculative dynamics of returns in world equity markets (from a psychological perspective), and  more...

Modelling Financial Risk Course Outline In current market conditions a rigorous approach to risk management is essential. This programme applies some of the latest econometric and data handling techniques to practical problems faced daily by organisations operating in the capital markets. The course is highly relevant to anyone analysing or interpreting financial market data. Who The Course is For * Traders *  more...

Interest Rate Derivatives 2 Second Generation Techniques Course Outline A comprehensive seminar on pricing and managing second generation interest rate derivatives. What used to be called exotic interest rate derivatives are now commonplace and an essential part of the financial marketplace. This intensive seminar is for anyone who wishes to be able to use, price, manage, market or evaluate standard second generation interest rate derivatives  more...

BGM Market Models Advances, Calibration, Smile, Pricing Course Outline The BGM Libor and Swap Market Models are the last generation of financial models for interest rate derivatives, with an importance in pricing and hedging financial products that has grown in the recent market turmoil. Discover new developments and cutting edge techniques in Libor and Swap Market Models. This in-depth course reviews foundations and illustrates the latest  more...

Equity Derivatives Advanced Models Course Outline This course introduces and applies advanced models for the pricing of equity derivatives. The objective of the workshop is to develop a solid understanding of the current frameworks for pricing equity derivatives and to give participants the mathematical and practical background necessary to apply the various pricing methodologies to the market. Delegates are entitled to a 30  more...

Equity Derivatives Valuation and Management Course Outline Equity derivatives have been growing in importance over a number of years and are now well established in the financial marketplace. This seminar is for anyone who wishes to be able to price, use, manage or evaluate equity derivatives and exotic equity options. More than half of the seminar is devoted to practical small group sessions. Who The Course is For Anyone who wishes  more...

Asset Allocation and the Business Cycle Course Outline Understanding how economic fundamentals influence the returns from bonds and stocks in a changing global environment is essential in determining an optimal portfolio asset mix. This course looks at asset allocation in the context of both business cycle dynamics and structural changes in the world economy, including changing patterns of inflation/ deflation, shifts in productivity  more...

Risk Management and Modelling Course Outline This course develops a set of tools essential for the accurate management of the wide range of risks encountered in capital markets. Techniques are applied cumulatively in a sequence of workshops that include Value at Risk and its limitations, practical uses of Monte Carlo simulations and the Merton and Gaussian approaches for estimation of probabilities. Who The Course is For  more...

Asset Backed Securities Assessment and Management of Risk Course Outline This intensive and participative 2-day programme covers the key elements of asset-backed securities and in particular mortgage backed securities. Terminology, procedures, models and applications of ABS concepts will be included along with the latest products used for hedging the risks and for developing new markets. The first day will cover the risk factors, prepayment models  more...

The Impact of Economic Data on Financial Markets Course Outline Understanding the role of economic indicators which determine market performance is an essential skill in the context of an increasingly sophisticated and complex financial marketplace. This course identifies the information that really matters and provides an insight into how best to interpret the increasing wealth of data now available. Who The Course is For This programme  more...

Advanced Mathematics Financial Tools and Applications Course Outline The scope of this course is to revise some of the theories and principles used for calculating the price of financial derivatives. The Black-Scholes model is used as the starting point but gradually the level of complexity is increased to discuss the jump-diffusion models, stochastic volatility models as well as discussions of pricing various exotic pay-offs that will be the new  more...

Maths Refresher Course Outline Mathematics is at the heart of financial techniques, but many finance texts and courses assume a lot of prior knowledge. This programme aims to bridge the gap between mathematical theory and financial practice by providing a practical and visual approach to the most useful theories and methods. Calculations will be fully explained, and Excel spreadsheets will be used as a  more...

Implementing Fundamental Quantitative Techniques Course Outline In a complicated financial world a detailed understanding of the application of quantitative techniques is essential. This course provides an in-depth coverage of practical quantitative methods important in today's financial markets. This course is charged and can be booked by the day. Select the days that meet your needs, or participate in the whole course for a thorough  more...

Structured Products Design Pricing and Implementation Course Outline A comprehensive seminar on the design, use and pricing of structured products. This course explains how the products are constructed, hedged and applied in live situations. Practical workshops illustrate the details of product design and use. They provide participants with the confidence that stems from a solid understanding of the current frameworks for pricing and applying  more...

Property Derivatives Course Outline Terminology, procedures, models and applications related to the latest real-estate derivatives will be covered in this course. The first day is dedicated to forwards and futures and to the introduction of a new type of modelling based on mean-reverting models with nonlinear trend. Day two covers total return swaps and options pricing and risk calculations based on value-at-risk  more...

FX Exotic Options Course Outline Foreign Exchange exotics are becoming increasingly commonplace in today's capital markets. The objective of this workshop is to develop a solid understanding of the current exotic currency derivatives used in international treasury management. This will give participants the mathematical and practical background necessary to deal with all the products on the market. Delegates  more...

Managing Exotic Risk Course Outline New market conditions have changed forever the way in which managers need to think about complex risk. In this course we look at lessons from the recent financial crisis and how to avoid explosions of risk from illiquid and complex products during times of financial stress. Lessons learned call for a re-assessment of tools available for the management of exotic risk. More than  more...

Managing Liquidity Risk in Financial Institutions Course Outline Learn processes and techniques for measuring funding liquidity and market liquidity risks. Understand the link with other a traditionala risk classes such as credit, market and operational risks. Topics include: liquidity coverage optimisation, liquidity risk mitigation, best practice in contingency liquidity planning and effective stress testing. The programme also covers  more...

Essentials of Financial Data Analysis Course Outline In current market conditions an understanding of the key econometrics principles is essential to risk management. This programme introduces the main concepts in econometrics that are needed to understand and manipulate data sets and basic models to tackle practical problems faced daily by organisations operating in the capital markets. The course is highly relevant for anyone who  more...

Counterparty Risk, Credit Exposure and CVA This course explains and develops the ideas and models for collateral management and the measurement and quantification of counterparty risk. The ideas are built up sequentially and workshops are used to develop the key ideas including margin calculations, estimation of haircuts, credit exposure and pricing counterparty risk. Participants will be able to take away all worked examples and  more...

Correlation Trading and Risk Management Course Outline The programme aims to provide a sound understanding of the up-to-date practical realities of trading and risk managing correlation, especially equity and equity/ forex. The course will draw heavily from recent markets case studies, and the real practices used at large financial companies, highlighting the weaknesses and pitfalls where needed. During the Excel based workshops  more...

Analysing Financial Data in Excel Training Course Financial or market analysts, managers, accountants Course Objectives Facilitate and automate all kind of fincial analysis with Microsoft Excel  more...

Stock Exchange & Investment Training Course This training is designed for anyone who is interested in the stock exchange and investment. It intends to make people understand the technicalities with simple examples. This course will explain how the stock exchange works in relation to the London Stock Exchange. It guides you through the history of LSE and other Stock Exchanges. The participant will get familiar with financial site of  more...

Robert Schneiders Mission Critical Service Testing Using soapUI Pro Robert D. Schneider, senior consultant and trainer. He has provided distributed computing, database optimization, and other technical expertise to a wide variety of enterprises in the financial, technology, and government sectors, and author of six books and numerous articles on advanced technical topics such as Cloud Computing, Service Oriented Architecture (SOA), open source, and relational  more...