Investment Education PLC

Investment Education PLC is a leading international financial training company. We provide both Public and In- House tailored courses in Securities, Mutual Funds, Hedge Funds, Accounting for Investment, Derivatives and Accounting, Pensions, Front and Back Office Operations, Investment Tax etc. Courses are provided in the United Kingdom, Europe and the Americas.
Our audiences includes Financial and Investment Professionals, Back Office staff, IT and HR executives working in the Finance and Securities arenas, Stockbrokers and Private Bankers, Lawyers and Accountants, Pension Fund Trustees etc. Each group needing a course tailored to its objectives and at its level.
Founded in 1987 we now have 12 trainers, each of whom has years of practical experience in his /her specialist area.
Growth has mainly been by personal recommendation. We tailor courses for most companies at no cost or obligation.
Public Courses are presented in London, Dublin, Zurich not in Manchester.
We look forward to hearing from you.
Investment Education PLC is based in London, London, United Kingdom
Investment Education PLC is a leading international financial training company. We provide both Public and In- House tailored courses in :
- Securities eg Equities and Fixed Income products
- Corporate Actions
- Hedge Funds (various)
- Distressed Debt & Leveraged Loans
- Derivatives eg Futures, Swaps, Options, CDOs etc
- Performance Measurement in Investments & Hedge Funds
- Offshore and SICAV Fund Administration
- Life Assurance and Investment Taxation
- Accounting for Investment and Derivatives
- Pension Investment & Regulation
- Front and Back Office Operations
- Behavioural Investment
Courses are provided in the United Kingdom, Europe and the Americas.
In - house tailored courses are provided at the client's offices. Courses are tailored to meet client requirements.
Our audiences include Stockbrokers and Private Bankers, Lawyers and Accountants, Pension Fund Trustees, Financial and Investment Professionals, Back Office staff, IT and HR executives working in the Finance and Securities arenas, etc. Each group needs a course tailored to its objectives and at its level.
Founded in 1987 we now have 12 trainers, each of whom has years of practical experience in his /her specialist area.
Our clients include Private Banks, Hedge Funds, Government Regulators, Custodians, Sovereign Wealth Funds, Investment Banks, Life Assurance companies, Pension Funds etc.
Growth has mainly been by personal recommendation. We tailor courses for most companies at no cost or obligation.
Public Courses are held in London, Dublin, Zurich and Luxembourg, not in Manchester
We look forward to hearing from you. Try us and see why our clients love our courses.
Accounting
Accounting for Basic Derivatives instructor led trainingworkshop / seminar : Background The increasing presence of Derivatives (Futures, Options, Swaps, CFDs etc) in Funds (Mutual and Hedge) and other Investment Portfolios is causing considerable problems to Accounting staff. This course provides a focused briefing on basic Accounting for the main Derivatives classes. Practical aspects are reinforced by the numerous exercises included. The course does not cover complex products or advanced Accounting issues.
Accounting for Investment instructor led trainingworkshop / seminar : Background This course gives a complete overview of the accounting procedures in all the major investment areas: Equities, Fixed Interest, Futures and Options including aspects such as the main Corporate Actions. Delegates Investment accounting staff and their supervisors and managers with daily involvement in investment accounting who want a complete overview. Auditors, both internal and external may also be interested. Delegates will come from life assurance and insurance more...
International Taxation Accounting of Investments Funds instructor led trainingworkshop / seminar : Background This course is a good solid introduction to the Accounting for Taxation of Investments and Investment Funds. It gives a thorough grounding in the basics of investments and is targeted specifically at those requiring a complete knowledge of the field of accounting for tax on an international basis. The course is an accounting course and not a technical tax course and is aimed at those who need to know how tax entries are applied in accounts. It is also an overview of how tax more...
OEIC & Unit Trust Pricing & Accounting instructor led trainingworkshop / seminar : Objective The objective of this course is to show how to value, price and the accounting involved for prices in Collective Investment Schemes starting from the underlying portfolio. Background The course is aimed at delegates with little or no knowledge of authorised Collective Investment Schemes. Delegates need a basic understanding of accounting and equities and fixed income investments and will be capable of entry recognition. Delegates will expect to leave the course with a good knowledge of collective vehicles, their valuation, pricing, basic accounting and basic taxation. The course is very practical with numerous examples and two case studies.
Pension Fund Accounting instructor led trainingworkshop / seminar : Background This unusual course gives a background in Pension Fund Accounting and how the latest changes in accounting are impacting on the calculation of the pension fund reserves. The course covers basic actuarial reserving and includes an analytic approach to the requirement contain in the latest version of SORP. This is an increasingly complex area of accounting which continues to demand a thorough knowledge of accounts.
Back Office Operations + Settlement
Collateral Management instructor led trainingworkshop / seminar : Background OTC Derivatives, Repos and Securities Lending and Borrowing are now recognised as very sensitive areas inside many Securities Operations departments, whether on the Buy or Sell sides. As the demise of Lehman Brothers showed, besides a number of unpublicised hiccups, Collateral Management within these activities is a critical more...
Corporate Actions instructor led trainingworkshop / seminar : Provides a detailed understanding of International Corporate Actions, what they are, where they originate and why they occur. Critical factors and the alternative choices for the investor as well as relevant calculations and the time scales involved are included. The course covers a wide variety of Corporate Actions with relevant examples and differences in practice taken from many different markets around the world. Content includes: - rights issues and capital raising - takeovers and mergers - bond corporate actions - Bonuses Splits and more...
Fundamentals of Fails Management instructor led trainingworkshop / seminar : OBJECTIVE Failed Trade Settlement is very expensive in terms of Penalties, extra working time needed to resolve a situation and possible loss of reputation. It also erodes a good client relationship. It is not really surprising that clients give their highest ratings to some of the most expensive Custodians, Brokers and Banks. Cheap is often dear and dear is often cheap! Regulators are now also paying far more attention to Fails more...
Risks Controls in Securities Operations instructor led trainingworkshop / seminar : OBJECTIVE The current environment and recent history has shown the dangers of ineffective or defective Operational Risk Control. Consequences can be massive in terms of financial losses, reputation besides personal career prospects. Regulators are now also paying much more attention to Risks and Controls in Operations in assessing a companya ™s safety, security, and hence Regulatory Capital as required under more...
Securities Lending and Borrowing instructor led trainingworkshop / seminar : Background The numbers of Securities Lending & Borrowing transactions have been growing steadily for years. They now represent a substantial part of the daily settlement value in most European markets and play an important role in facilitating market liquidity. Securities L & B markets are driven by a diverse set of considerations such as raising portfolio returns, taking positions, creating leverage, raising finance, increasing delivery efficiency, and others. Both the lender and borrower side are also driven by a heterogeneous group of players. This more...
Bonds
Bonds Fixed Income Markets instructor led trainingworkshop / seminar : Objective To provide a comprehensive overview of the major bond and fixed income markets, their instruments and their workings, assuming no prior knowledge. Delegates a Fixed Income Support and Settlement staff a Back and Mid Office Staff a Support Staff for Fund Managers a Compliance Officers a Auditors and Accounting Staff a IT and more...
Covered Bonds instructor led trainingworkshop / seminar : Background The Covered Bond market is a large and important part of the European bond markets with a loyal and growing investor base. Given recent disruptive events and falling credit quality, the security provided by Covered Bonds is likely to result in much more attention in future. This course explains what a Covered Bond is, looks at its pros and cons for different investor types and for issuers, and focuses on the significant variation between the different issue types, including Structured Covered bonds and the many more...
Leveraged Loans instructor led traininggroup study and discussionworkshop / seminar : To give an overview of Leveraged Financing and Debt and to develop an understanding of: a what leverage finance is and the motivations of the various parties to a leverage transaction a how to assess a company's borrowing capacity a how changing market conditions have driven capital structures a the relative advantages and disadvantages of various debt instruments and understand the factors affecting their availability (first and second lien debt, mezzanine, high yield notes and PIK notes) a the implications of the key terms and conditions of senior and subordinated more...
Hedge Funds and Structured Products
Hedge Fund Performance Measurement instructor led traininggroup study and discussionworkshop / seminar : Overview The objective of this course is to give an understanding and review of Hedge Fund performance indicators and quantitative assessment measures using real industry data examples. This course is also useful for those dealing with normal Mutual Fund performance measures. No prior knowledge of Performance Measures is assumed but a basic knowledge of statistics is useful (volatility, correlation, regression). The learning process will be reinforced through the use of workshops and case studies using real data. The course has a split of 50% more...
Hedge Funds Overview instructor led trainingworkshop / seminar : Objective To provide a good overview of Hedge Funds assuming no prior knowledge. Delegates a Fund Managers a Fund Administration Staff a Marketing and Sales Managers and IFAs a Private Bankers a Custodians and Depositaries a Prime Brokers a Lawyers and Accountants (CPD credit) a Compliance Officers We also have another course Hedge more...
Hedge Funds Styles Strategies instructor led trainingworkshop / seminar : Objective To give a reasonable knowledge of the types and varieties of Hedge Funds and the measures of assessing them. A basic knowledge of Hedge Funds is assumed: e. g. from our Hedge Funds Overview course, offered on the previous day. Delegates a Fund Managers a Fund Administration Staff a Marketing Managers and IFAs a Private Bankers a Custodians and Depositaries a Prime Brokers a Lawyers and Accountants (CPD credit) a Compliance Officers
Life Assurance and Pensions
Life Assurance & Pensions Unit Linked Pricing instructor led trainingworkshop / seminar : Background Unit Linked Pricing within Life and Pensions Companies is a complex and little understood art. The extensive range of assets involved in these funds together with the cross holdings make the pricing of these tiers of funds as involved as the pricing of unit trusts or OEICs. The additional complexity of actuarial calculations makes the pricing a specialist area. This course aims to provide a complete back ground in the Life Assurance Unit more...
Mutual Funds
SICAV Briefing instructor led trainingworkshop / seminar : SICAV Funds based in Luxembourg are becoming of increasing interest to UK and other European Fund Managers concerned to have Pan European Funds with the maximum appeal, reputation and tax efficiency. SICAVs can also be used in Life Assurance linked products as well as in stand-alone funds This Briefing gives a complete review as to the Structure, Documentation and Administration processes of a Luxembourg based SICAV.
Pensions
Pension Investment Briefing instructor led trainingworkshop / seminar : Background The Pensions Act requires all Trustees of Pension Funds to have knowledge and understanding of a wide range of investment issues and practices. In addition knowledge of relevant Pensions law is needed. This 2 day course is designed to present the main and secondary elements needed in a useful, entertaining and practical fashion. No specific prior knowledge is assumed. Delegates a Trustees both in Pensions Funds and more...
Securities Fund Management and Derivatives
Behavioural Finance Investment Implications : Behaviour Finance is a relatively new area in the field of Investment. In contrast to Efficient Markets Theory it examines psychological bias as opposed to the neutral Rational Investor behaviour expected in classical investment theory. Both the recent financial crisis and laboratory experiments have indicated the reality of Behavioural Finance and hence its importance. This short briefing details the main facets of Behavioural Finance with important implications for all those involved in Investment.
Distressed Debt instructor led traininggroup study and discussionworkshop / seminar : This briefing provides a practical insight into the Distressed Debt market and its inhabitants together with an appreciation of the features, options, risks and potential rewards. No prior knowledge of this market is assumed but a basic knowledge of the nature of Debt is assumed. The learning process will be reinforced through the use of workshops and case studies. Delegates a Bankers whose loans have become distressed (including Bank Agency, Middle and Back Office and more...
Fund Management Overview instructor led trainingworkshop / seminar : Objective To provide those working in fund management operations or with fund managers, with a clear and complete overview of what fund management involves. Besides formal presentations and exercises the course includes a simulation giving delegates, in teams, hands on experience of fund management in a competitive environment. Delegates a Fund Management support staff and administrators a Pension Fund Trustees and Managers a Institutional Sales and Marketing executives a more...
Swaps Overview instructor led trainingworkshop / seminar : BACKGROUND Swaps have increased both in variety and use over the last few years. They underpin many trading strategies and numerous investment products. While simple to those in detailed daily contact with Swaps, they appear confusing to those with less experience or to those without formal training. This course provides a fairly detailed overview of Swaps, what they are, how they are used and the major varieties. No prior knowledge is assumed of Swaps but a good general knowledge of securities is assumed. DELEGATES a Fund Managers new to Swaps a Dealers and Brokers new to more...
Understanding Financial Trading instructor led trainingworkshop / seminar : OBJECTIVE To provide anyone involved in or with traders with a firsthand experience of financial market trading. Having gained an insight into trading in financial markets participants should be able to: a Understand trading jargon a Discuss traders requirements with confidence a Offer better support and solutions for clients and colleagues Different products such as Equities, FX, Government Bonds, Derivatives, Oil etc will be covered and explained to ensure a wide experience of more...
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  • L asked: Hi there can you please provide the course outline and costing for your next course on th of March? Thank you about Corporate Actions
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  • J asked: Are there any courses in International Corporate Actions, investment accounting and back office operations offered in Canada or the USA? We are located in Alberta, Canada and I am interested in attending courses in corporate actions. If they are not available in Canada or USA, where is the closest location that this course is offered. Thanks. . about Investment Education PLC
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Head Office
40 Fountain St, Manchester, M2 2BETraining provided in London, Dublin, Miami, ZurichLondonLondonUnited Kingdom
Training and Seminar Locations
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