Banking and Insurance inhouse

...please do not hesitate to contact us. Course Overview: This course will teach participants how to construct a financial forecast of any industrial company... Learn about: Introduction to modelling, Corporate Finance...

...Suitable for: Critical Independent Briefing for Pension Trustees Trustee Bonds & Fixed Income Briefing Training Course This half day training course... Learn about: Income declaration, Bonds Trading, Pension Funds...

...The workshop emphasises the application of financial theory to Excel in order to produce a flexible and informative model. Each session consists of theory... Learn about: Debt Restructuring, Integrity Checks, Calculating Debt...

...as an investment solution in place of Long Dated Bonds. What are they? How do they work? What types are there? What Risks and Returns are there?... Learn about: Investment Management, Stock Options, Currency Swaps...

...approach to multiple analysis. Financial forecasting techniques are developed to incorporate more complex forecasting issues including provisions...

...Course Background & Objectives Derivatives are increasingly suggested for - and used by, Pension Funds to hedge or protect portfolios as well in some cases... Learn about: Fixed Income, Pension Funds, Communication Skills...

...recent changes in UK Capital Gains Tax. The course will include detailed notes and worked examples to consolidate delegates understanding. Course Content... Learn about: Tax issues, Private client...

...are using Securities Lending as a necessary means to increase Fund income. To most Trustees, discussions in this technical area are shrouded in mystery and so the Returns... Learn about: Counterparty selection, Self managed programmes, Example returns...

...complete a merger model by modelling and valuing synergies and assessing the benefits of each of the different financing options available. There... Learn about: Debt Financing, M&A Financing, Sensitivity Analysis...

...part of Investment Management and an area in which Trustees have an input but which is alien to them. This half day seminar provides an understanding of Custody... Learn about: Trustee audit, Global Custody, Legal Requirements...

...comparable analysis (PE's/EV/EBITDA etc.) and their uses. General sector ratios are provided. Partici This course provides participants with a comprehensive... Learn about: Valuation Techniques...

...Taxation staff. Risk and Compliance staff. IT executives involved in Accounting and Derivatives systems. - Accounting staff - Derivatives and Securities Settlement staff... Learn about: Stock Options, OTC Derivatives, IT risk...

...the changing investor profile, the vast range of trading strategies pursued & finally & probably most importantly, what risk management tools are employed... Learn about: Absolute Return, Fund Administrators, Hedge funds...

...New staff in Financial Institutions IT, HR and other specialists new to the City New staff in Financial Institutions Overview and Introduction · Functions... Learn about: IT risk, Stock Markets, Financial Training...

...The content will cover how managers invest across the traditional investable universe (bonds, equities & related derivatives), as well as how they... Learn about: Capital Asset Pricing, Index Funds, Valuation Methodology...

...Suitable for: Fund Management support staff and administrators. Pension Fund Trustees and Managers. Institutional Sales and Marketing executives... Learn about: Sales and marketing, Hedge Fund, Sales Marketing...

...facing the financial services industry and an overview of the banking system the regulatory environment. The course will allow participants to understand... Learn about: Minimum Capital Requirements, Asset/Wealth Management, Internal Rating Systems...

...Staff · Marketing and Sales Managers and IFAs · Private Bankers · Custodians and Depositaries · Prime Brokers · Lawyers and Accountants... Learn about: IT risk, Risk Management, Financial Risk...

...a fund management process. Delegates will also learn risk and return and gain an understanding of all the core concepts involved in portfolio construction... Learn about: Asset Allocation, Stock Selection, Alternative Investments...

...and the tools and methodologies that aid and quantify this process. Asset and Liability Management At the end of the course delegates should be comfortable... Learn about: Liability management, Asset Management...