Understanding The Financial Services Industry

Accounting and Finance

PI ETA Consulting Company
* Overview of the financial services industry.
* Discussion on the financial system in Singapore.
* Understand the financial regulation and the role of central bank.
* Know the inter-relationship between different business segments within a bank.
* Be updated on the trends facing the financial services industry.
* Be acquainted with the principles of controlling a banka ™s lending activities.
Seminar Facilitator(s):
Dr. Jeffrey C. K. Lim
Ph. D., C. Sci., C. Math., FIMA, FRM, PRM, B. Fel.
Mr. Adam K. K. Wong
B. Acc, FCPA, Certified Professional Trainer
This is primarily ilt training
workshop / seminarThis is a workshop seminar
instructor led trainingThis class may be available at a classroom in Singapore, Singapore, or at one of these training facilities: Singapore, Singapore,
Course Level:introductory
Duration:1 days
Training Presented in:English
Training Provided by PI ETA Consulting Company

Understanding The Financial Services Industry Seminar Schedule

March, 2017
24th Mar   Concorde Hotel, Singapore (Orchard Road)   [Register]
Understanding The Financial Services Industry
Comments from past participants:
"I enjoyed the sessions especially since they were very interactive. The notes given provided more information. The
sessions were very informative and beneficial."
Ms. Violet Lee Yong Hoe, DBS Bank Ltd, Singapore.
Class of February 2010
"Good insights into the Financial Services Industry and practical examples. Good job "
Ms. Ng Tsuey Jen, DBS Bank Ltd, Singapore.
Class of February 2010
"Seminar was interesting. Provided a good overview "
Ms. Janice Foo Lee Ping, DBS Bank Ltd, Singapore.
Class of February 2010
"The session I attended was pitched towards risk management as there were many risk management colleagues around. It was insightful because I have never looked at bank from this perspective before. And risk management is relevant at work and at personal level."
Ms. Emily Sim Moi Fong, DBS Bank Ltd, Singapore.
Class of February 2010
"I find the Understanding The Financial Services Industry seminar to be really useful especially when it gives someone not from the financial industry (like me) a good overview of this industry. Besides an overview it does provide a historical background of how the industry was started hence would appreciate the current situation and hopefully with this insight be able to project what the future might look like."
Ms. Alice Low, Individual, Singapore.
Class of July 2010
"Dr. Jeffrey Lim's sharing of his in-depth expert knowledge on the evolution of international trade, finance and banking industry from biblical and historical sources right through to our present new age of technology and its application is thought provoking.
Mr. Adam Wong is eloquent in his knowledge and experiences of the financial reporting and operational functions of the banking industry."
Ms. Maggie Lim Saw Tin, Individual, Singapore.
Class of December 2010
Seminar Background
An intensive introductory programme for entry level officers to be introduced to the financial services industry. This is an excellent introductory programme for entry level officers to have an overview of the financial services industry. It will also provide participants with an understanding of the general principles of corporate banking functions and regulations surrounding corporate banking products.
Seminar Content
* Generic Understanding of the Financial Industry
* Impact of Economic and Political Climate on the Financial Industry
* Overview of the Singapore Financial System
- Major Players and Participants
# Types and Functions of Financial Institutions
Commercial Banks
Merchant Banks
Finance Companies
Pension System
Asset Management
# Others
Money Brokers
Money Changers
Financial Advisors
Securities & Futures
# Financial Institution Directory
- Performance of the Banking Sector
# Profitability of Banks
# Components of Profit
# NPL Levels
# Capital Adequacy
# Growth in Loan Demand
- Overview of the Financial System in Singapore
# Foreign Exchange Market
# Money and Bond Market
# Equity and Derivatives Markets
# Overview of the Payment System
# Cheque Truncation System
* Legislative And Regulatory Structure Governing the Financial Services Industry
- Central Banking And Regulatory Framework
- Objective Of Supervision
- Principles of Supervision
- Supervisory Framework
- Regulatory Overview
- Financial Advisers
- Role of Government in Taxation
* Inter-relationship between Different Business Segments within the Bank
- Consumer Bank
- Corporate Bank
- Commercial Bank
- Investment Bank
- Treasury
- Performance inter-linkages
* Trends in the Financial Services Industry
- Global perspective
- General Principles of Corporate Banking
* Corporate Banking Products Applicable To The Industry
* Industry Practices / Guidelines Relating To Key Corporate Banking Products
- Loans
- Trade Finance
- Treasury
* Loan Organisation Structure
- Loan Units
- Credit Department
- Collateral Department
- Loan Committees
* Loan Policy Formulation
- Purpose of Loan Policies
- Highlight of Key Areas in the Policy Document
Benefits of Attendance
Upon completion of this programme, participants will:
* Acquire a generic understanding of the financial services industry
* Know the general principles of corporate banking functions
* Be aware of the regulations surrounding corporate banking products
Who should attend?
Credit and financial analysts, portfolio managers, credit officers, corporate bankers, commercial bankers, risk managers and analysts.
About The Training Provider: PI ETA Consulting Company
PI ETA Consulting Company - "Risk Management in any organization is everyone's business, not just the CEO, CFO and the CRO's " - Dr. Jeffrey C. K. Lim Ph. D., C. Sci., C. Math., FIMA, FRM, PRM, B. Fel. PI ETA Consulting Company is a Treasury and Risk Management Consulting Company * Back-to-basics Seminars * Consulting Services * In-house Software Systems
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