Investment Education Plc courses

...for up to 16 delegates and tailored to meet your needs Main Content Sections Introduction to Accounting and its concepts and the IFRS impact Basic Accounting... Learn about: Business Accounting, Financial Accounting, Pension Funds...

...Suitable for: Those new to Collateral Management Existing Collateral Management personnel who require a complete view as to what is involved... Learn about: Stock Markets, OTC Derivatives, IT risk...

...· Accounting: an basic understanding of the main accounting statements (Balance Sheet/Financial Position, Profit & Loss/Income Statement and Cashflow)... Learn about: Cash Flow, Financial Training, Financial Modelling...

...we can run the course using the same content as the Pubic course or we can add / amend to suit your needs. The course covers basic actuarial reserving... Learn about: Financial Accounting, Pension Funds...

...· Portfolio construction approaches. · Asset allocation process. · Client need definition. · Benchmark selection and use. · How portfolios change over time and why... Learn about: Construction Training, Hedge Fund, Sales Marketing...

...To provide a comprehensive and detailed overview of the major bond and fixed income markets, their instruments and their workings. Suitable... Learn about: Fixed Income, Ms Office, Office IT...

...and the consequent importance of ONIA-IBOR interest basis swap spreads · Deriving forward IBORs using basis swap spreads and pricing an IBOR swap (Exercise)... Learn about: Ms Office, Office IT, Fixed Income...

...including non-matching settlement instructions seller having insufficient securities securities in different location Prevention of Failed Trades Pinpoints... Learn about: Team Training, Financial Training...

...This one day course provides a comprehensive introduction to Traded Futures. No prior knowledge is assumed but delegates should have a general awareness... Learn about: Trading Strategy, Ms Office, Fixed Income...

...Futures V Options contrasted. Backgrounds and brief history. Main markets. Calls and Puts explained. Terminology and types: Bonds, Interest... Learn about: Office IT, Ms Office, Stock Options...

...Hedge Funds 'lite' Issues for Hedge Fund Investors Rationale for Hedge Funds in an Investors' Portfolio. Is it still there? The non-correlated Asset Class... Learn about: Hedge Fund, Sales Training, IT risk...

...Plus the content of the course can be tailored to meet your organisation's needs... Learn about: Risk Management, Interest Rates, IT risk...

...Demand from investors, risk reward profiles Sequential bonds, PACS and SUPS Principal only and interest only classes Floaters and inverse floaters Collateralisation... Learn about: Risk Management, Risk Assessment, IT risk...

...Liquidity risk Operational risk Legal and regulatory risk Legal and regulatory environment Agreements and documentation... Learn about: Financial Training, Office IT, IT risk...

...with relevant examples and differences in practice taken from many different markets. Suitable for: Investment, Broking, Banking, Settlement... Learn about: Office IT, Venture Capital, Corporate Valuation...

...Multi-Manager & taxation positions - Distribution Statement - Distribution Rate / Factor calculation - Taxation - Corporation Tax: Overseas Tax deferred... Learn about: Investment Management, Portfolio Management, Tax compliance...

...these can be cost effective if you have several people to train (minimising travel and accommodation costs) as we come to your organisation... Learn about: OTC Derivatives, Stock Options, IT risk...

...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... Learn about: Financial Accounting, Pension Funds...

...Training and competence Regulatory processes In house compliance arrangements The compliance function... Learn about: Financial Risk, FSA regulatory regime, Financial Services...

...Account Closing Contribution/transfer in kind Register of investors. Content. Transfer of holdings. Late trading and market timing issues 7 Distribution... Learn about: Financial Services, Investment Banking, Mutual Funds...