PI ETA Consulting Company |
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"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
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
PI ETA Consulting Company is based in Singapore, Singapore,
PI ETA Consulting Company
At PI ETA, we adopt a 3-prong approach to working with clients in implementing good Treasury & Financial Risk Management practices and inculcating such good practices and policies into their business models in order to preserve and possibly add to their shareholders value.
* Back-to-basics Seminars emphasize the important foundational aspects required to start-off a good risk management practice, and the more advanced seminars serve to reinforce some of the requisite techniques and methodologies required to develop and sustain good management policies and framework. Our seminars allow our consultants to share with clients, real world problems and issues faced by others in developing good risk management practices and in turn offer cost effective and efficient solutions on a shared-consulting-shared costs basis, i. e., cost effective jump-start to the process. Our clients have a choice of both public and in-house seminars.
* Consulting Services assist organizations in hedging their risks and in implementing efficient and sound risk management practices, focusing on the more specialized issues that are not within the scope of the seminars, possibly for reasons of confidentiality, etc.
* In-house Software Systems assist organizations in their Treasury & Financial Risk Management activities.
1. The PERMIT System is a multi-tier networkable enterprise Treasury & Financial Risk Management System that can assist organizations in identifying optimal solutions pertaining to their investment and/ or hedging instruments. It provides for a straight-through dealing and processing function, and end-of-day Mark-to-Market Reports.
2. The PERMIT Risk Manager complements PERMIT in providing clients with Value-at-Risk (VaR), Conditional Value-at-Risk (C-VaR) and Stress Testing Reports. It also provides tools to assist Risk Managers in evaluating the generated reports in more depth.
3. The PEKE System is a multi-tier enterprise Information and Knowledge Management System, built to assist organizations in harnessing and managing knowledge and information resources effectively.
Please visit our website at www. pi-eta. com for more information on the above.
At PI ETA, we adopt a 3-prong approach to working with clients in implementing good Treasury & Financial Risk Management practices and inculcating such good practices and policies into their business models in order to preserve and possibly add to their shareholders value.
* Back-to-basics Seminars emphasize the important foundational aspects required to start-off a good risk management practice, and the more advanced seminars serve to reinforce some of the requisite techniques and methodologies required to develop and sustain good management policies and framework. Our seminars allow our consultants to share with clients, real world problems and issues faced by others in developing good risk management practices and in turn offer cost effective and efficient solutions on a shared-consulting-shared costs basis, i. e., cost effective jump-start to the process. Our clients have a choice of both public and in-house seminars.
* Consulting Services assist organizations in hedging their risks and in implementing efficient and sound risk management practices, focusing on the more specialized issues that are not within the scope of the seminars, possibly for reasons of confidentiality, etc.
* In-house Software Systems assist organizations in their Treasury & Financial Risk Management activities.
1. The PERMIT System is a multi-tier networkable enterprise Treasury & Financial Risk Management System that can assist organizations in identifying optimal solutions pertaining to their investment and/ or hedging instruments. It provides for a straight-through dealing and processing function, and end-of-day Mark-to-Market Reports.
2. The PERMIT Risk Manager complements PERMIT in providing clients with Value-at-Risk (VaR), Conditional Value-at-Risk (C-VaR) and Stress Testing Reports. It also provides tools to assist Risk Managers in evaluating the generated reports in more depth.
3. The PEKE System is a multi-tier enterprise Information and Knowledge Management System, built to assist organizations in harnessing and managing knowledge and information resources effectively.
Please visit our website at www. pi-eta. com for more information on the above.
 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 |
Accounting Fundamentals
: Highlights
* Understand key accounting concepts used in preparing financial statements.
* Understand how is value recorded.
* Gain an Insight into the structure of an annual report.
* Discussion on various components of the annual report.
* Understand how valuation affects profitability.
* Comprehend the difference between Profit vs. cash flow.
Seminar Facilitator(s):
Mr. Adam K. K. Wong
B. Acc, FCPA, Certified Professional Trainer
: Highlights
* Understand key accounting concepts used in preparing financial statements.
* Understand how is value recorded.
* Gain an Insight into the structure of an annual report.
* Discussion on various components of the annual report.
* Understand how valuation affects profitability.
* Comprehend the difference between Profit vs. cash flow.
Seminar Facilitator(s):
Mr. Adam K. K. Wong
B. Acc, FCPA, Certified Professional TrainerActively Managing Problem Loans
: Highlights
* Know the Primary Objective in handling Problem Loans
* Understand the Urgency of handling such loans
* Be familiar with the major causes of Problem Loans
* Know how to avoid or minimize Problem Loans
* Know and understand how to Prevent Potential Fraud
* Be familiar with the Early Warning Signals with respect to the Borrower, its relation with others and as indicated by its more...
: Highlights
* Know the Primary Objective in handling Problem Loans
* Understand the Urgency of handling such loans
* Be familiar with the major causes of Problem Loans
* Know how to avoid or minimize Problem Loans
* Know and understand how to Prevent Potential Fraud
* Be familiar with the Early Warning Signals with respect to the Borrower, its relation with others and as indicated by its more...Advanced Credit Management
: Highlights
* Understand the constraints and risks of business growth.
* Learn key issues in Loan Management.
* Be acquainted with the design and use financial dashboards to monitor your business.
* Gain knowledge of the key concepts in setting up an Early Warning System.
* Know how to conduct loan reviews.
* Grasp the key principles of Loan Portfolio Management.
* Use stress test to uncover risks in your loan portfolio.
* Find out the key responsibilities of Account more...
: Highlights
* Understand the constraints and risks of business growth.
* Learn key issues in Loan Management.
* Be acquainted with the design and use financial dashboards to monitor your business.
* Gain knowledge of the key concepts in setting up an Early Warning System.
* Know how to conduct loan reviews.
* Grasp the key principles of Loan Portfolio Management.
* Use stress test to uncover risks in your loan portfolio.
* Find out the key responsibilities of Account more...Anti-Money Laundering & Anti-Terrorism Financing
: Highlights
* Be aware of the seriousness of money laundering & terrorism financing.
* Understand and comply with the requirements laid down by the regulators.
* Identify customers as required by the regulators.
* Identify various types of Suspicious Transactions and take the necessary actions required by the law.
* Take appropriate measures to prevent attempts by parties to launder money through the organization.
Seminar Facilitator(s):
Mr. Adam K. K. Wong
B. Acc, FCPA, Certified Professional Trainer
: Highlights
* Be aware of the seriousness of money laundering & terrorism financing.
* Understand and comply with the requirements laid down by the regulators.
* Identify customers as required by the regulators.
* Identify various types of Suspicious Transactions and take the necessary actions required by the law.
* Take appropriate measures to prevent attempts by parties to launder money through the organization.
Seminar Facilitator(s):
Mr. Adam K. K. Wong
B. Acc, FCPA, Certified Professional TrainerCorporate Risk Evaluation
: Highlights
* Evaluate non-financial information relating to and affecting the borrower.
* Using various non-financial models to identify business risks.
* Understand the basic types of legal structure of a business entity.
* Analyse the borrowera ™s financial statements (i. e. balance sheets, income statement and cash flow statement).
* Calculate and interpret financial ratios.
* Perform trend analysis on historical financial statements over a period of time.
* Use various financial models to predict corporate distress.
* Identify critical risks and their mitigating factors.
* Understand how a credit rating model works.
* Learn how to risk rate more...
: Highlights
* Evaluate non-financial information relating to and affecting the borrower.
* Using various non-financial models to identify business risks.
* Understand the basic types of legal structure of a business entity.
* Analyse the borrowera ™s financial statements (i. e. balance sheets, income statement and cash flow statement).
* Calculate and interpret financial ratios.
* Perform trend analysis on historical financial statements over a period of time.
* Use various financial models to predict corporate distress.
* Identify critical risks and their mitigating factors.
* Understand how a credit rating model works.
* Learn how to risk rate more...Credit Risk Management
: Highlights
* Risk Management is everyonea ™s business, not just the CEOa ™s, CFOa ™s or CROa ™s.
* The biggest Risk in Risk Management is NOT seeing the Risk!
* Acquire foundational knowledge on Bond Mathematics and an understanding of Probability Distributions from a first principles perspective.
* Be introduced to the notion of Value-at-Risk (VaR) and actually perform calculations to obtain more...
: Highlights
* Risk Management is everyonea ™s business, not just the CEOa ™s, CFOa ™s or CROa ™s.
* The biggest Risk in Risk Management is NOT seeing the Risk!
* Acquire foundational knowledge on Bond Mathematics and an understanding of Probability Distributions from a first principles perspective.
* Be introduced to the notion of Value-at-Risk (VaR) and actually perform calculations to obtain more...Credit Risk Management (Bahrain)
: Highlights
* Risk Management is everyonea ™s business, not just the CEOa ™s, CFOa ™s or CROa ™s.
* The biggest Risk in Risk Management is NOT seeing the Risk!
* Acquire foundational knowledge on Bond Mathematics and an understanding of Probability Distributions from a first principles perspective.
* Be introduced to the notion of Value-at-Risk (VaR) and actually perform calculations to more...
: Highlights
* Risk Management is everyonea ™s business, not just the CEOa ™s, CFOa ™s or CROa ™s.
* The biggest Risk in Risk Management is NOT seeing the Risk!
* Acquire foundational knowledge on Bond Mathematics and an understanding of Probability Distributions from a first principles perspective.
* Be introduced to the notion of Value-at-Risk (VaR) and actually perform calculations to more...Developing a Winning Cash Management Business
: Highlights
* Understanding the Corporate Treasurera ™s needs.
* Case studies of various Cash Management Solutions adopted by corporate treasurers of MNCs around the world.
* Going beyond Traditional Clearing and Transaction Services.
* Advising and Projecting Working Capital Needs of your customers.
* Understanding various more...
: Highlights
* Understanding the Corporate Treasurera ™s needs.
* Case studies of various Cash Management Solutions adopted by corporate treasurers of MNCs around the world.
* Going beyond Traditional Clearing and Transaction Services.
* Advising and Projecting Working Capital Needs of your customers.
* Understanding various Financial Derivatives Part I
: Highlights
* Have a good understanding of the Foreign Exchange and Interest Rate markets, and the main Treasury products available in these markets, including Derivative instruments.
* Acquire a clear understanding of Financial Derivatives through focusing on the essential Mathematical Concepts that form the building blocks of these instruments.
* Master the dynamics of Financial Derivatives as part more...
: Highlights
* Have a good understanding of the Foreign Exchange and Interest Rate markets, and the main Treasury products available in these markets, including Derivative instruments.
* Acquire a clear understanding of Financial Derivatives through focusing on the essential Mathematical Concepts that form the building blocks of these instruments.
* Master the dynamics of Financial Derivatives as part more...Financial Derivatives Part II
: Highlights
* Acquire a solid foundational knowledge of Credit Derivatives.
* Understand why Exotic Options were developed and how these options can be applied to improve the optimality of hedging or investment strategies. Some examples of Exotic Options discussed are: Asians, Compounds, Digitals and Lookbacks.
* A hands-on structuring session would be conducted using The PERMIT more...
: Highlights
* Acquire a solid foundational knowledge of Credit Derivatives.
* Understand why Exotic Options were developed and how these options can be applied to improve the optimality of hedging or investment strategies. Some examples of Exotic Options discussed are: Asians, Compounds, Digitals and Lookbacks.
* A hands-on structuring session would be conducted using The PERMIT more...Financial Market Risk Management
: Highlights
* Risk Management is everyonea ™s business, not just the CEOa ™s, CFOa ™s or CROa ™s.
* The biggest Risk in Risk Management is NOT seeing the Risk!
* Acquire foundational knowledge on Bond Mathematics and an understanding of Probability Distributions from a first principles perspective.
* Be introduced to the notion of Value-at-Risk (VaR) and actually perform calculations to more...
: Highlights
* Risk Management is everyonea ™s business, not just the CEOa ™s, CFOa ™s or CROa ™s.
* The biggest Risk in Risk Management is NOT seeing the Risk!
* Acquire foundational knowledge on Bond Mathematics and an understanding of Probability Distributions from a first principles perspective.
* Be introduced to the notion of Value-at-Risk (VaR) and actually perform calculations to more...Financial Mathematics Part I
: Highlights
* Allow a highly trained applied mathematician and a seasoned experienced market practitioner to share with you the key requisite foundational mathematical concepts and tools that are commonly used in the Financial Markets.
* An opportunity to re-learn and learn mathematics in an enjoyable and effective manner.
* Topics covered include Sets, Indices and Logarithms, Series and Sequences, more...
: Highlights
* Allow a highly trained applied mathematician and a seasoned experienced market practitioner to share with you the key requisite foundational mathematical concepts and tools that are commonly used in the Financial Markets.
* An opportunity to re-learn and learn mathematics in an enjoyable and effective manner.
* Topics covered include Sets, Indices and Logarithms, Series and Sequences, Financial Mathematics Part II
: Highlights
* Allow a highly trained applied mathematician and a seasoned experienced market practitioner to share with you the key requisite foundational mathematical concepts and tools that are commonly used in the Financial Markets.
* An opportunity to re-learn and learn mathematics in an enjoyable and effective manner.
* Topics covered include Permutations and Combinations, Probability Theory, Probability Distributions, more...
: Highlights
* Allow a highly trained applied mathematician and a seasoned experienced market practitioner to share with you the key requisite foundational mathematical concepts and tools that are commonly used in the Financial Markets.
* An opportunity to re-learn and learn mathematics in an enjoyable and effective manner.
* Topics covered include Permutations and Combinations, Probability Theory, Probability Distributions, Firm-Wide Risk Management
: Highlights
* Risk Management is Everyonea ™s Business, not just the CEOa ™s, CFOa ™s or CROa ™s!
* Risk Management is not just about compliance. It should be a Business Enabler, a Power Tool to push the business to new levels of accomplishment.
* Learn how to be a Risk Champion, and how to be a good pro-business Risk Manager.
* Be introduced to the notions of risk measurement a more...
: Highlights
* Risk Management is Everyonea ™s Business, not just the CEOa ™s, CFOa ™s or CROa ™s!
* Risk Management is not just about compliance. It should be a Business Enabler, a Power Tool to push the business to new levels of accomplishment.
* Learn how to be a Risk Champion, and how to be a good pro-business Risk Manager.
* Be introduced to the notions of risk measurement a more...Fundamentals of Wealth Management
: Highlights
* Learn To Meet The Needs of Clients and To Grow Your Business.
* Protecting Onea ™s Wealth.
* Crucial Steps To Effective Wealth Maintenance.
* How Wealth Accumulation Can Be Achieved / Enhanced.
* Maximising Wealth Distribution To Chosen Parties.
Seminar Facilitator(s):
Ms. Tay May Lin
B. Acc. (Hons), CPA, CFP
: Highlights
* Learn To Meet The Needs of Clients and To Grow Your Business.
* Protecting Onea ™s Wealth.
* Crucial Steps To Effective Wealth Maintenance.
* How Wealth Accumulation Can Be Achieved / Enhanced.
* Maximising Wealth Distribution To Chosen Parties.
Seminar Facilitator(s):
Ms. Tay May Lin
B. Acc. (Hons), CPA, CFPLegal and Security Considerations in Support of Lending Transaction
: Highlights
* Determine the need for collateral.
* Discussion on types of security and collateral support available.
* Establish the adequacy of collateral.
* Understand key components of loan agreements.
* Review adequacy of loan documents using a review template.
* Use loan covenants to mitigate lending risks.
Seminar Facilitator(s):
Mr. Adam K. K. Wong
B. Acc, FCPA, Certified Professional Trainer
: Highlights
* Determine the need for collateral.
* Discussion on types of security and collateral support available.
* Establish the adequacy of collateral.
* Understand key components of loan agreements.
* Review adequacy of loan documents using a review template.
* Use loan covenants to mitigate lending risks.
Seminar Facilitator(s):
Mr. Adam K. K. Wong
B. Acc, FCPA, Certified Professional TrainerLegal Considerations for Wealth Managers
: Highlights
* Obtain a broad perspective of the financial services industry in Singapore and the role of Fiduciary Services (e. g. Trusts)
* Appreciate the legal considerations that a wealth manager needs to be mindful of when he performs his regular portfolio of responsibilities
* Be aware of the legal obligations of the banker in the Banker and Client relationship
* Understand how the various types of Credit and Security more...
: Highlights
* Obtain a broad perspective of the financial services industry in Singapore and the role of Fiduciary Services (e. g. Trusts)
* Appreciate the legal considerations that a wealth manager needs to be mindful of when he performs his regular portfolio of responsibilities
* Be aware of the legal obligations of the banker in the Banker and Client relationship
* Understand how the various types of Credit and Security more...Loan Management And Risk Monitoring
: Highlights
* Be aware of the key issues in loan management.
* Discussion on key steps in reviewing a loan.
* Learn how to set up an early warning system.
* Prevent problem loans by being able to recognize early warning signs.
* Recognising and dealing with borrowers who overtrades.
* Ensuring maximum recovery when encountering problem loans.
* Know the key responsibilities of an account manager.
Seminar Facilitator(s):
Mr. Adam K. K. Wong
B. Acc, FCPA, Certified Professional Trainer
: Highlights
* Be aware of the key issues in loan management.
* Discussion on key steps in reviewing a loan.
* Learn how to set up an early warning system.
* Prevent problem loans by being able to recognize early warning signs.
* Recognising and dealing with borrowers who overtrades.
* Ensuring maximum recovery when encountering problem loans.
* Know the key responsibilities of an account manager.
Seminar Facilitator(s):
Mr. Adam K. K. Wong
B. Acc, FCPA, Certified Professional TrainerMissions Of Organizations
: Highlights
* Learn to appreciate the concept of Mission and Vision Statements for corporations, as one of the key members in the management team.
* Learn to Appreciate the need for organizations to change these statements periodically to survive.
* Be introduced to the need to have Mission Statements within the life-cycle of an organization.
* Learn to recognizing the key factors that affect the background of Mission Statements, and how to write them - step by step.
* Be guided through the impact more...
: Highlights
* Learn to appreciate the concept of Mission and Vision Statements for corporations, as one of the key members in the management team.
* Learn to Appreciate the need for organizations to change these statements periodically to survive.
* Be introduced to the need to have Mission Statements within the life-cycle of an organization.
* Learn to recognizing the key factors that affect the background of Mission Statements, and how to write them - step by step.
* Be guided through the impact more...Negotiation Strategies for Managers
: Highlights
* Know when negotiating is the correct method to use for conflict resolution
* Recognize negotiating opportunities and how to exploit them
* Gain confidence when conducting negotiations
* See negotiating as an enabling and not a denial process
* Understand the steps in the negotiating process and how to use them to manage a negotiation
* Use and respond to the most common negotiating tactics
* Learn how to build "partnership relationships" with clients or suppliers
Seminar Facilitator(s):
Mr. Jack C. C. Teo
LLB (Hons), LLM, PGDipTHE
: Highlights
* Know when negotiating is the correct method to use for conflict resolution
* Recognize negotiating opportunities and how to exploit them
* Gain confidence when conducting negotiations
* See negotiating as an enabling and not a denial process
* Understand the steps in the negotiating process and how to use them to manage a negotiation
* Use and respond to the most common negotiating tactics
* Learn how to build "partnership relationships" with clients or suppliers
Seminar Facilitator(s):
Mr. Jack C. C. Teo
LLB (Hons), LLM, PGDipTHEOperational Risk Management
: Highlights
* Risk Management is everyonea ™s business, not just the CEOa ™s, CFOa ™s or CROa ™s.
* The biggest Risk in Risk Management is NOT seeing the Risk!
* Discussion on the real challenges in implementing enterprise-wide Operational Risk Management and the methods to overcome some of these challenges.
* Gain an insight to various Good Operational Risk Management Practices.
* more...
: Highlights
* Risk Management is everyonea ™s business, not just the CEOa ™s, CFOa ™s or CROa ™s.
* The biggest Risk in Risk Management is NOT seeing the Risk!
* Discussion on the real challenges in implementing enterprise-wide Operational Risk Management and the methods to overcome some of these challenges.
* Gain an insight to various Good Operational Risk Management Practices.
* more...Organization Design And Development
: Highlights
* Appreciating the need that Organizations will change periodically to survive.
* Essential for Top Management including all Senior Managers to comprehend and to adapt to the dynamic changes in organizations.
Be introduced to the need to adopt and to change within the Life-Cycle of an Organization.
* Recognizing the key factors that effects organizations to change: Strategy, more...
: Highlights
* Appreciating the need that Organizations will change periodically to survive.
* Essential for Top Management including all Senior Managers to comprehend and to adapt to the dynamic changes in organizations.
Be introduced to the need to adopt and to change within the Life-Cycle of an Organization.
* Recognizing the key factors that effects organizations to change: Strategy, PI ETA Mission Challenge
: Highlights
* Be on a "first-of-its-kind" Mission Challenge that "Challenges The Way You Think!"
* Have the opportunity to meet new people, exercise and develop Networking Techniques.
* Have the opportunity to be challenged to constantly think outside the box.
* Learn Strategic Planning under unusual circumstances with lessons that one can take back.
* Redefine onea ™s own strategic thought process in an exciting and challenging environment.
* Burn calories more...
: Highlights
* Be on a "first-of-its-kind" Mission Challenge that "Challenges The Way You Think!"
* Have the opportunity to meet new people, exercise and develop Networking Techniques.
* Have the opportunity to be challenged to constantly think outside the box.
* Learn Strategic Planning under unusual circumstances with lessons that one can take back.
* Redefine onea ™s own strategic thought process in an exciting and challenging environment.
* Burn calories more...Project Financing
: Highlights
* Gain an in-depth understanding of what Project Financing encompasses.
* Examine the risks involved in Project Financing and learn how to mitigate them.
* Learn how to reduce lending risks through various project financing structures.
* Avoid financial losses through cash flow analysis.
* Use spreadsheets to create and model sensitivity analysis.
* Learn to build and use projected financial statements using spreadsheets.
* Determine the optimal investment decisions.
* Discover the project finance rating methodology of rating agencies.
* Adopt key financial metrics to measure project risks.
Seminar more...
: Highlights
* Gain an in-depth understanding of what Project Financing encompasses.
* Examine the risks involved in Project Financing and learn how to mitigate them.
* Learn how to reduce lending risks through various project financing structures.
* Avoid financial losses through cash flow analysis.
* Use spreadsheets to create and model sensitivity analysis.
* Learn to build and use projected financial statements using spreadsheets.
* Determine the optimal investment decisions.
* Discover the project finance rating methodology of rating agencies.
* Adopt key financial metrics to measure project risks.
Seminar Real Estate Financing
: Highlights
* Be aware of the salient points in the Housing Developers (Project Account) Rules.
* Understand the various types of land in Singapore.
* Understand the key stages involved in the development of a project.
* Know the typical schedule of progress payments, deferred payment scheme and other valuations.
* Be aware of all the various project risks.
* Know how to ensure a thorough financial analysis is carried out.
* Know the other factors to consider in analyzing the credit.
* Know the standard terms and conditions.
* more...
: Highlights
* Be aware of the salient points in the Housing Developers (Project Account) Rules.
* Understand the various types of land in Singapore.
* Understand the key stages involved in the development of a project.
* Know the typical schedule of progress payments, deferred payment scheme and other valuations.
* Be aware of all the various project risks.
* Know how to ensure a thorough financial analysis is carried out.
* Know the other factors to consider in analyzing the credit.
* Know the standard terms and conditions.
* more...Regulatory Compliance
: Highlights
* Understand the regulatory framework governing the financial services industry.
* Know essential regulations that have to be complied with.
Introduction to Basel II.
Seminar Facilitator(s):
Mr. Adam K. K. Wong
B. Acc, FCPA, Certified Professional Trainer
Dr. Jeffrey C. K. Lim
Ph. D., C. Sci., C. Math., FIMA, FRM, PRM, B. Fel
: Highlights
* Understand the regulatory framework governing the financial services industry.
* Know essential regulations that have to be complied with.
Introduction to Basel II.
Seminar Facilitator(s):
Mr. Adam K. K. Wong
B. Acc, FCPA, Certified Professional Trainer
Dr. Jeffrey C. K. Lim
Ph. D., C. Sci., C. Math., FIMA, FRM, PRM, B. FelSenior Lender's Programme
: Highlights
* Know the key issues in loan portfolio management.
* Learn how credit ratings are used in managing loan portfolio.
* Determine credit quality migration over time.
* Carry out a loan portfolio review.
* Learn how to provide advice on mergers and acquisition for SMEs.
* Understand the mechanics of interest rate and currency rate instruments and how to generate more business from your customers.
* Use a strategic planning toolkit to prepare your business for growth
Seminar Facilitator(s):
Mr. Adam K. K. Wong
B. Acc, FCPA, more...
: Highlights
* Know the key issues in loan portfolio management.
* Learn how credit ratings are used in managing loan portfolio.
* Determine credit quality migration over time.
* Carry out a loan portfolio review.
* Learn how to provide advice on mergers and acquisition for SMEs.
* Understand the mechanics of interest rate and currency rate instruments and how to generate more business from your customers.
* Use a strategic planning toolkit to prepare your business for growth
Seminar Facilitator(s):
Mr. Adam K. K. Wong
B. Acc, FCPA, Ship Financing
: Highlights
* 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 more...
: Highlights
* 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 more...Specialist Credit Audit
: Highlights
* Know the role of Credit Audit in the Credit Risk Management Process.
* Understand the Principal Objectives of Credit Audit.
* Review Two main areas of Assessment
* Credit Risk Management Process
* Portfolio Quality
* Ensure that Proper Planning and Preparation are carried out.
* Know how to plan effectively for the Individual more...
: Highlights
* Know the role of Credit Audit in the Credit Risk Management Process.
* Understand the Principal Objectives of Credit Audit.
* Review Two main areas of Assessment
* Credit Risk Management Process
* Portfolio Quality
* Ensure that Proper Planning and Preparation are carried out.
* Know how to plan effectively for the Individual more...Structuring Optimal Banking Lines
: Highlights
* In depth discussion of key corporate banking products.
- Loans
- Trade finance
- Debt capital market
- Cash management
- Treasury
* Understand componenta ™s of the working capital cycle.
* Determining a companya ™s working capital requirement.
* Identify a companya ™s funding gap.
* Structure appropriate banking facilities to meet the funding gap and minimise lending risks.
* Determine the borrowers ability to service its loan commitments.
more...
: Highlights
* In depth discussion of key corporate banking products.
- Loans
- Trade finance
- Debt capital market
- Cash management
- Treasury
* Understand componenta ™s of the working capital cycle.
* Determining a companya ™s working capital requirement.
* Identify a companya ™s funding gap.
* Structure appropriate banking facilities to meet the funding gap and minimise lending risks.
* Determine the borrowers ability to service its loan commitments.
more...Tapping into the Syndicated Loan Market-Learn How to Arrange a Syndicated Loan
: Highlights
* A practical 2-day interactive training programme which provides participants with a deep understanding of the syndicated loan market, its processes and the business potential.
* Overview of the Syndication Market.
* Skills required of an Originator.
* Details of the various phases in the Transaction Cycle.
* Examine Distribution Strategies.
* Gain insight into the various documents required in more...
: Highlights
* A practical 2-day interactive training programme which provides participants with a deep understanding of the syndicated loan market, its processes and the business potential.
* Overview of the Syndication Market.
* Skills required of an Originator.
* Details of the various phases in the Transaction Cycle.
* Examine Distribution Strategies.
* Gain insight into the various documents required in more...Treasury Management
: Highlights
* Discuss some Key Issues involved in Bank Treasury Management.
* Understand some common Risk Issues that can arise within a Bank Treasury environment and some of the recommended solutions.
* Discuss some Key Issues involved in Corporate Treasury Management.
* Understand common Risk Issues that can arise within a Corporate Treasury environment and some of the recommended more...
: Highlights
* Discuss some Key Issues involved in Bank Treasury Management.
* Understand some common Risk Issues that can arise within a Bank Treasury environment and some of the recommended solutions.
* Discuss some Key Issues involved in Corporate Treasury Management.
* Understand common Risk Issues that can arise within a Corporate Treasury environment and some of the recommended more...Treasury Markets and Products
: Highlights
* Understand the development of Treasury Markets and its historical evolution, its current role and its future.
* Be properly introduced to the Interest Rate Markets, its historical evolution, and where the markets are today.
* Understand the basic working mechanics involved in the Interest Rate Markets.
* Have an overview of the various Interest Rate Market Products that are commonly traded.
* Be properly introduced to Yield Curves and more...
: Highlights
* Understand the development of Treasury Markets and its historical evolution, its current role and its future.
* Be properly introduced to the Interest Rate Markets, its historical evolution, and where the markets are today.
* Understand the basic working mechanics involved in the Interest Rate Markets.
* Have an overview of the various Interest Rate Market Products that are commonly traded.
* Be properly introduced to Yield Curves and Understanding Asset and Liability Management
: Highlights
* Understand what constitutes Assets and Liabilities of a Financial Institution, and the Importance of Asset Liability Management (ALM).
* Have an overview of Asset and Liability Committees (ALCO), their Roles, Objectives, Functional Responsibilities, and related Regulatory and best practices.
* more...
: Highlights
* Understand what constitutes Assets and Liabilities of a Financial Institution, and the Importance of Asset Liability Management (ALM).
* Have an overview of Asset and Liability Committees (ALCO), their Roles, Objectives, Functional Responsibilities, and related Regulatory and best practices.
* more...Understanding International Trade Finance
: Highlights
* 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 more...
: Highlights
* 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 Understanding The Anatomy of Financial Crisis Events and Its Applications To Risk Management
: Highlights
* Risk Management is Everyonea ™s Business, not just the CEOa ™s, CFOa ™s or CROa ™s!
* Risk Management should not be about compliance alone. It should be a Business Enabler that must accompany the strategic development of business so as to lead it to new levels of accomplishment.
* Learn to be an informed Financial Risk Champion, who is more...
: Highlights
* Risk Management is Everyonea ™s Business, not just the CEOa ™s, CFOa ™s or CROa ™s!
* Risk Management should not be about compliance alone. It should be a Business Enabler that must accompany the strategic development of business so as to lead it to new levels of accomplishment.
* Learn to be an informed Financial Risk Champion, who is more...Understanding The Financial Services Industry
: Highlights
* 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, more...
: Highlights
* 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, more...Wealth Management
: Highlights
* Understand Economic Trends so as to be able to identify investment opportunities.
* Obtain an insight into how one can cherry-pick investment products.
* Be introduced to investment related strategies so as to be able to satisfy Investorsa ™ requirements.
* Be guided through the investment process.
Seminar Facilitator(s):
Mr. Patrick C. S. Chong
B. A. (Econ.), M. Sc. (App. Econ.), A. C. C. A., CPA, more...
: Highlights
* Understand Economic Trends so as to be able to identify investment opportunities.
* Obtain an insight into how one can cherry-pick investment products.
* Be introduced to investment related strategies so as to be able to satisfy Investorsa ™ requirements.
* Be guided through the investment process.
Seminar Facilitator(s):
Mr. Patrick C. S. Chong
B. A. (Econ.), M. Sc. (App. Econ.), A. C. C. A., CPA, - R asked: . Role of banks in the delivery of International Trade Finance products? . Using Trade Finance Instruments to mitigate risks? . Risks of International Trade Finance to the buyer and seller about Understanding International Trade Finance
- Y asked: Please email me more info. Thanks about Real Estate Financing
- C asked: Hi, may I know the requirements, schedule and fees for this training? Thank you. about Financial Market Risk Management
- A asked: when and where the course will be held? about Credit Risk Management
- S asked: Hello Mr/ Mrs... I would like to ask you about : . When the training will be held? . How long it will be take? . How much that cost? about Organization Design And Development
- J asked: Hi I'm interested in the next available dates for the course and the cost. about Fundamentals of Wealth Management
- K asked: Is this workshop will you be going over just Singapore's market or an overview of all owner financing. I live in Southwest Florida and need an introductory to owner financing. about Real Estate Financing
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- W asked: Please inform me about your certification program on risk management, if any. about Financial Market Risk Management
- A asked: What are the various trade finance products used in International Market about Understanding International Trade Finance
- A asked: Good day, I am a trilingual (English, Mandarin, Bahasa Malaysia) professional trainer/ consultant active in Singapore and Malaysia and this mail is intended as an introduction to see if your organization is considering engaging the services of an experienced trainer/ consultant to complement your corporate training & management programs. I currently have training program arrangements with SIM, SMa, SNEF, MDIS, and PRTC. I will be happy to send you my profile, and look forward to reading your response. Thank you. regards Mobile: - about PI ETA Consulting Company
- J asked: When is your next class scheduled for? Thks about Ship Financing
- Y asked: I need to know complete info for the related training includes the time, venue, course fee, etc. Thank you very much. about Credit Risk Management
- S asked: Please forward more information, as to when and where is the seminar... about Credit Risk Management
- R asked: next training program, participant level and other criteria. about Credit Risk Management (Bahrain)
- G asked: sir/ madam: I'm currently teaching at a certain university here in the Philippines. Since the semester's almost coming to an end i'm looking for training/ seminars which i could attend while on vacation. in relation to this could you please send me a copy of your training calendar? thank you. about Credit Risk Management
- H asked: Is there any Treasury Management seminar coming soon in about Treasury Management
- asked: Due you offer course in these fields... and if so, will it be online or classroom about Financial Market Risk Management
- S asked: When is your next training programme scheduled about Real Estate Financing
- J asked: Hi, when is your class scheduled? Thks, about Ship Financing
- G asked: To whom it may concern, I would like to have information regarding your training in "Credit Risk Management" in including the following points: * when does the training start and how long does it take? * what is the content in details? * what is the cost? * do you have any requirements from the participants? what will be the profile of the attendees? Thanks & regards, about Credit Risk Management (Bahrain)
- K asked: hi i would like to request more info and bank treasury as i am interested to perform work in bank treasury as trader etc. about Treasury Management
- asked: please send topics covered in this session about Developing a Winning Cash Management Business
- M asked: We would like to train our associates on the US financial markets and retirement industry. Pls get back to us with the courses available with you all and the cost invoved in it. about PI ETA Consulting Company
- R asked: Do you have any seminars regarding this topic? Hopefully a weekend seminar. about Accounting Fundamentals
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