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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. Public Seminars - PI ETA Consulting Company - Financial Derivatives Part I - Financial Derivatives Part II - Firm-Wide Risk Management - Financial Market Risk Management - Operational Risk Management - Credit Risk Management - Accounting Fundamentals - Real Estate Financing - Financial Mathematics Part I - Financial Mathematics Part II - Corporate Risk Evaluation - Loan Management and Risk Monitoring - Structuring Optimal Banking Lines - Legal and Security Considerations in Support of Lending Transactions - Understanding The Financial Services Industry - Regulatory Compliance - Senior Lender's Programme - Tapping into the Syndicated Loan Market - Advanced Credit Management - Specialist Credit Audit - Treasury Management - Treasury Markets and Products - Developing a Winning Cash Management Business - Project Financing - Understanding International Trade Finance - Shipping Financing - Organization Design and Development - Missions of Organizations - Creating an Impact with Your Presentation - Anti-Money Laundering & Anti-Terrorism Financing - Fundamentals of Wealth Management - PI ETA Mission Challenge - Credit Risk Management - Accounting Fundamentals - Real Estate Financing - Financial Mathematics Part I - Financial Mathematics Part II - Corporate Risk Evaluation - Loan Management/ Risk Monitoring - Structuring Optimal Banking Lines - Legal and Security Considerations in Support of Lending Transaction - Understanding The Financial Services Industry - Regulatory Compliance - Senior Lender s Programme - Tapping into the Syndicated Loan Market - Advanced Credit Management - Specialist Credit Audit - Treasury Management - Developing a Winning Cash Management Business - Project Financing - Understanding International Trade Finance - Shipping Financing - Organization Design and Development - Missions of Organizations - Creating an Impact with Your Presentation - Islamic Banking - A Perspective - Anti-Money Laundering & Anti-Terrorism Financing - Wealth Management - PI ETA Mission Challenge More details: http://www. pi-eta. com/ Seminars/ Spore_Seminars/ Seminars_Spore. asp
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.
Accounting Fundamentals instructor led trainingworkshop / seminar : 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: Mr. Adam K. K. Wong, B. Acc, FCPA, Certified Professional Trainer
Advanced Credit Management instructor led trainingworkshop / seminar : 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 Managers in more...
Anti-Money Laundering & Anti-Terrorism Financing instructor led trainingworkshop / seminar : 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: Mr. Adam K. K. Wong, B. Acc, FCPA, Certified Professional Trainer
Corporate Risk Evaluation instructor led trainingworkshop / seminar : 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 borrowers. Seminar more...
Credit Risk Management instructor led trainingworkshop / seminar : 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! Have an Overview of Enterprise Risk Management and understand how Credit Risk Management is an integral part of Enterprise Risk Management. Have a clear understanding that Credit Risk Management cannot exist in a silo, and that to manage Credit more...
Credit Risk Management (Bahrain) instructor led training : 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! Have an Overview of Enterprise Risk Management and understand how Credit Risk Management is an integral part of Enterprise Risk Management. Have a clear understanding that Credit Risk Management cannot exist in a silo, and that to manage more...
Developing a Winning Cash Management Business instructor led trainingworkshop / seminar : 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...
Financial Derivatives Part I instructor led trainingworkshop / seminar : 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 of an more...
Financial Derivatives Part II instructor led trainingworkshop / seminar : 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 ®1 more...
Financial Market Risk Management instructor led trainingworkshop / seminar : 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...
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...
Firm-Wide Risk Management instructor led trainingworkshop / seminar : 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 instructor led trainingworkshop / seminar : 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 Facilitators: Ms. Tay May Lin, B. Acc. (Hons), CPA, CFP
Legal and Security Considerations in Support of Lending Transaction instructor led trainingworkshop / seminar : 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: Mr. Adam K. K. Wong, B. Acc, FCPA, Certified Professional Trainer
Loan Management And Risk Monitoring instructor led trainingworkshop / seminar : 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: Mr. Adam K. K. Wong, B. Acc, FCPA, Certified Professional Trainer
Missions Of Organizations instructor led trainingworkshop / seminar : 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 of final more...
Operational Risk Management instructor led trainingworkshop / seminar : 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. a Dirty your more...
Organization Design And Development instructor led trainingworkshop / seminar : 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...
PI ETA Mission Challenge instructor led trainingworkshop / seminar : Highlights Be on a a first-of-its-kinda Mission Challenge that a Challenges The Way You Think!a 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 as you more...
PPF01 - Project Financing instructor led trainingworkshop / seminar : 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...
PPT01 - Creating an Impact with Your Presentation : Highlights Preparing a great presentation using a simple, but highly effective framework Capturing the audiencea ™s attention within the first 60 seconds of the presentation. Learning how to prepare effective notes. Using the pace, tone, and pitch of their voice to create enthusiasm and interest in the audience. Using eye contact to connect with the audience. Using body language and movement that is effective and not distracting to the audience. Overcoming your anxieties. Organizing your environment for maximum efficiency and effectiveness. Managing Question & more...
Real Estate Financing instructor led trainingworkshop / seminar : 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. Understanding the more...
Regulatory Compliance instructor led trainingworkshop / seminar : Highlights Understand the regulatory framework governing the financial services industry. Know essential regulations that have to be complied with. Introduction to Basel II. Seminar Facilitators: 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
Senior Lender's Programme instructor led trainingworkshop / seminar : 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 Facilitators: Mr. Adam K. K. Wong, B. Acc, FCPA, more...
Ship Financing instructor led trainingworkshop / seminar : Highlights Be Aware of the Factors to consider in a Ship Financing Loan. Understand the various types of Charters and the Risks involved in each of them. Understand the Collateral Support that is needed. Ensure that a thorough Financial Analysis is carried out (from the viewpoint of a typical ship owner). Know what other Factors to consider in Analyzing the Credit. Understand the more...
Specialist Credit Audit instructor led training : 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 Reviews. Be aware more...
Structuring Optimal Banking Lines instructor led trainingworkshop / seminar : 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. Determine appropriate pricing. Seminar Facilitators: Mr. Adam K. K. Wong, B. Acc, FCPA, more...
Tapping into the Syndicated Loan Market-Learn How to Arrange a Syndicated Loan instructor led trainingworkshop / seminar : 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 a more...
Treasury Management instructor led trainingworkshop / seminar : 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 solutions. Have more...
Treasury Markets and Products instructor led training : 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...
Understanding International Trade Finance - How Various Trade Finance Products Work. Risks and Mitigants instructor led trainingworkshop / seminar : 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...
Understanding The Financial Services Industry instructor led trainingworkshop / seminar : 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: Dr. Jeffrey C. K. Lim, Ph. D., C. Sci., C. Math., FIMA, FRM, PRM, B. Fel. Mr. Adam more...
Financial Mathematics II
Financial Mathematics Part II instructor led trainingworkshop / seminar : 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...
Head Office
The Alpha #03-16A, 10 Science Park Road
Singapore
Singapore
Training and Seminar Locations
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