Instructor Led Settlement Training Classes

Securities Operations Clearing & Settlement This course provides securities operations managers and their staff with a comprehensive and thorough survey of the changes to securities operations both from a regulatory angle, particularly MiFID and Basel II, and also from a survey of the way that the clearing and settlement part of operations is under going changes. Explains key processes and the roles of the different players, highlighting  more...

Understanding International Trade Finance - How Various Trade Finance Products Work. Risks and Mitigants Role of banks in the delivery of International Trade Finance products. How to apply and advice on the various methods of Trade Settlement and their benefits? Risks of International Trade finance to the buyer and seller? Using Trade Finance Instruments to mitigate risks. Types of financing associated with International Trade. Structuring Trade and Foreign Exchange solutions. Seminar  more...

Regulatory Update This workshop provides a fast-track update on key issues relevant to the asset management industry. It will focus on matters arising in the UK, US and EU within financial services and other related industries. This workshop provides a means of firms to ensure their staff remain up to date on recent industry trends and developments and provide evidence of compliance with the FSA s T&C regime. The  more...

Investment Management Explained ...sses, their risk and return, valuation tools, trading and settlement. Modern portfolio theory is fully explained, at is its application into client portfolios as well as practical aspects of administering portfolios and measuring investment performance. The course also covers the structure of investment firms, the relationships with external providers and follows a transaction from the front  more...