MSConsultants
We are a financial services training consultancy. We offer interactive training either in house or on open courses which we run throughout the year in London, Edinburgh, Dublin and Luxembourg. We also offer Training and competence consultancy.
On the in house courses we work closely with firms to tailor courses and case studies to the firm and its products. Our skills based training relies on best industry practice and is proven to enhance the effectiveness of staff. Our training experts can work with them to develop an integarted learning programme that works for them and fits with in their budget.
Our open courses provide a cost effective way to train small numbers of staff.
Our training and competence consultancy assists companies with their competency frameworks and ensures that they are embedded into recruitment and appraisal programmes. As part of our service we can work with them to identify development needs and produce a pro active training programme.
MSConsultants is based in Weybridge, Surrey, United Kingdom
We are a financial services training consultancy. We offer interactive training either in house or on open courses which we run throughout the year in London, Edinburgh, Dublin and Luxembourg. We also offer Training and competence consultancy.
On the in house courses we work closely with firms to tailor courses and case studies to the firm and its products. Our skills based training relies on best industry practice and is proven to enhance the effectiveness of staff. Our training experts can work with them to develop an integarted learning programme that works for them and fits with in their budget.
Our open courses provide a cost effective way to train small numbers of staff.
Our training and competence consultancy assists companies with their competency frameworks and ensures that they are embedded into recruitment and appraisal programmes. As part of our service we can work with them to identify development needs and produce a pro active training programme.
On the in house courses we work closely with firms to tailor courses and case studies to the firm and its products. Our skills based training relies on best industry practice and is proven to enhance the effectiveness of staff. Our training experts can work with them to develop an integarted learning programme that works for them and fits with in their budget.
Our open courses provide a cost effective way to train small numbers of staff.
Our training and competence consultancy assists companies with their competency frameworks and ensures that they are embedded into recruitment and appraisal programmes. As part of our service we can work with them to identify development needs and produce a pro active training programme.
 online course |
 instructor-led class |
 learn at home |
 group study |
 self-directed study |
 cd-based training |
 DVD video training |
 printed book |
 e-book digital book |
 workshop seminar |
 train the trainer |
 computer-based learning |
 discount pricing |
 online tutorial |
Introduction to Derivatives
: This workshop is designed to provide a fast-track introduction to the main derivative contacts and their uses by investment managers. No prior knowledge is assumed and all terms will be fully explained. Case studies and workshops form an integral part of the course, to allow the delegates to consolidate the information and provide the basis for group discussions.
Investment Administration & Client Services
: This workshop is designed to provide a fast-track introduction to the main derivative contacts and their uses by investment managers. No prior knowledge is assumed and all terms will be fully explained. Case studies and workshops form an integral part of the course, to allow the delegates to consolidate the information and provide the basis for group discussions.Understanding Fund Administration
: This course is designed to widen the knowledge of staff in the investment administration function and enable them to be more effective and productive in their roles. This course may be used as a follow-up to our Introduction To Investment Management course but no prior knowledge is assumed and all terms will be fully explained. Examples of real-life client reports, fund valuations and fund fact sheets will be used in case studies.
Investment Management
: This course is designed to widen the knowledge of staff in the investment administration function and enable them to be more effective and productive in their roles. This course may be used as a follow-up to our Introduction To Investment Management course but no prior knowledge is assumed and all terms will be fully explained. Examples of real-life client reports, fund valuations and fund fact sheets will be used in case studies.Introduction to Investment Management
: This course is designed to destroy the mystique surrounding the investment industry. No prior knowledge is assumed and all terms will be fully explained. The course will enable the delegates to improve their understanding of their roles within a firm and how they can enhance their effectiveness. Case studies form an integral part of the course, to allow the delegates to consolidate the information and provide the basis for group discussions.
: This course is designed to destroy the mystique surrounding the investment industry. No prior knowledge is assumed and all terms will be fully explained. The course will enable the delegates to improve their understanding of their roles within a firm and how they can enhance their effectiveness. Case studies form an integral part of the course, to allow the delegates to consolidate the information and provide the basis for group discussions.Investment Management Explained
: The course is designed to destroy the mystique surrounding the investment industry. Each subject is tackled with an assumption of no existing knowledge. All terms and jargon are fully explained. The course is designed to instil confidence in the delegates and enhance their detailed understanding of the investment products and process. It will enable them to better understand their role within a firm and how they can enhance their effectiveness. This course explores the main asset classes, 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 more...
Investment Products
: The course is designed to destroy the mystique surrounding the investment industry. Each subject is tackled with an assumption of no existing knowledge. All terms and jargon are fully explained. The course is designed to instil confidence in the delegates and enhance their detailed understanding of the investment products and process. It will enable them to better understand their role within a firm and how they can enhance their effectiveness. This course explores the main asset classes, 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 more...Hedge Funds Workshop
: This workshop is designed to provide a fast track understanding of the nature of hedge funds, the structure of the industry and common investment strategies. No prior knowledge is assumed and all terms will be fully explained. This seminar is designed to give all delegates the opportunity to discuss each area thoroughly. Case studies will be used to promote group discussion.
: This workshop is designed to provide a fast track understanding of the nature of hedge funds, the structure of the industry and common investment strategies. No prior knowledge is assumed and all terms will be fully explained. This seminar is designed to give all delegates the opportunity to discuss each area thoroughly. Case studies will be used to promote group discussion.Ucits & Sicavs
: This workshop provides a fast-track understanding of collective investment schemes in the UK and Europe. It explains the principles behind open-ended funds, regulations governing their marketing, investment powers, documentation, pricing, buying and selling and shareholder rights. The workshop will especially focus on the UCITS II (Management Company Directive) and UCITS III (Product Directive), looking at the changes they will introduce and the challenges faced by firms who will need to convert their product range ahead of the regulatory deadline.
: This workshop provides a fast-track understanding of collective investment schemes in the UK and Europe. It explains the principles behind open-ended funds, regulations governing their marketing, investment powers, documentation, pricing, buying and selling and shareholder rights. The workshop will especially focus on the UCITS II (Management Company Directive) and UCITS III (Product Directive), looking at the changes they will introduce and the challenges faced by firms who will need to convert their product range ahead of the regulatory deadline.Unit Trusts & OEICs Workshop
: This workshop provides a fast-track review of collective investment schemes in the UK retail market. It will cover the regulations governing collective investment schemes (including UCITS III and CP 185). Case studies using the products in the market form an integral part of the course, to enable delegates to consolidate the information and provide the basis for group discussions. Real life examples of fund prices, fund fact sheets, fund prospectuses and accounts will be used as examples and for group discussions.
Regulation & Compliance
: This workshop provides a fast-track review of collective investment schemes in the UK retail market. It will cover the regulations governing collective investment schemes (including UCITS III and CP 185). Case studies using the products in the market form an integral part of the course, to enable delegates to consolidate the information and provide the basis for group discussions. Real life examples of fund prices, fund fact sheets, fund prospectuses and accounts will be used as examples and for group discussions.MiFID Workshop
: This complex legislation will radically affect both fund management firms and Third Party Administration firms.
Research published in the FT shows that 50% of firms are unprepared. Don't be one of them.
The MiFID Directive (Markets In Financial Instruments Directive) replaces the Investment Services Directive from November 2007. It will affect every bit of your firms business, involving sweeping changes to your IT, systems and controls, compliance operations, client contracts, more...
: This complex legislation will radically affect both fund management firms and Third Party Administration firms.
Research published in the FT shows that 50% of firms are unprepared. Don't be one of them.
The MiFID Directive (Markets In Financial Instruments Directive) replaces the Investment Services Directive from November 2007. It will affect every bit of your firms business, involving sweeping changes to your IT, systems and controls, compliance operations, client contracts, 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 content of the workshop will change regularly to reflect recent news and events.
Regulation for Property Firms
: 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 content of the workshop will change regularly to reflect recent news and events.Property Regulatory Update
: This workshop is designed for the senior managers and surveyors at property firms as well as property investment managers at asset management firms. It will provide an insight into what business activities are regulated by the FSA and best practice they should adopt to ensure compliance. It will also explore the boundaries of FSA regulation with non-regulated activities and differing approaches to anti-Money Laundering by RICS vs the FSA. The workshop will look at the individual responsibilities of senior managers and penalties for failing to ensure well-regulated markets.
: This workshop is designed for the senior managers and surveyors at property firms as well as property investment managers at asset management firms. It will provide an insight into what business activities are regulated by the FSA and best practice they should adopt to ensure compliance. It will also explore the boundaries of FSA regulation with non-regulated activities and differing approaches to anti-Money Laundering by RICS vs the FSA. The workshop will look at the individual responsibilities of senior managers and penalties for failing to ensure well-regulated markets.| Head Office |
