Investment Education Plc courses

...Background The back office functions for Hedge Funds are substantially different from normal back office functions because:- A wider variety of instruments... Learn about: Options Derivatives, Office IT, Hedge Fund...

...Tax Services required of a Custodian or by your Clients -Exemption at Source -Relief at Source -Tax Reclaims -Tax Deduction Scheme for Interest... Learn about: Office IT, Ms Office...

...CREST Discipline, Background, Fine Structure and Tariffs -Corporate Actions Interaction and Transaction Types within CREST -Securities Lending Interaction with CREST... Learn about: Office IT, IT risk, Fixed Income...

...Mutual Fund Managers, HR Managers, Lawyers and Accountants. No specific knowledge is assumed. Content -Background to Global Custody. -Legal requirements... Learn about: Record Keeping, Global Custody, Communication Training...

...(eg areas connecting to the Back Office or Operations) and to have both a basic Securities and Settlements knowledge or experience. Content Failed Trades... Learn about: Team Training, Office IT, Financial Training...

...society staff are required to have an understanding of the mortgages rules in their role e.g. branch managers, customer relationship managers... Learn about: Financial Training, Sales Training, Record Keeping...

...Other inspection areas: Manuals, records, IMRO audit reports, disaster recovery, etc -Preparing for the trustee/depositary visit -Managing the visit... Learn about: Team Training, Auditing investments, Trustee audit...

...on both a personal and corporate basis. This 1 day course is designed to provide a practical guide to the FSA Handbook, a -route-map- for selecting... Learn about: IT risk, Communication Skills, Venture Capital...

...Todays Date: 8 September 2017 Duration 1... Learn about: IT risk, Financial Services, Ms Office...

...there is always client and market pressure to get things done. This 1 day course aims to give Corporate Finance Executives (and others involved)... Learn about: Corporate Finance, Financial Training, IT risk...

...and appropriate sections of the FSA Sourcebook, including the key T&C requirements. Particular emphasis is put on understanding the mortgage sales process... Learn about: Financial Training, Sales Training, Sales Process...

...Benefits, processes and responsibilities -Constructing Privacy Statements: Thinking through your own issues, then saying what you mean and living with the consequences... Learn about: Data Protection, Financial Training, Sales Training...

...Suitable advice rules, including affordability - Using mortgage sourcing systems in the sales process - Self certification Pre-sale disclosure... Learn about: Financial Training, Sales Training...

...Managing the MiFID project -Training Todays Date: 8 September 2017 Duration -... Learn about: Financial Training, Financial Services...

...definition, process and examples - Luxembourg AML/CTF legal and regulatory framework - AML/CTF International Bodies: - FATF Organisation and Wolfsberg Group... Learn about: IT risk, Anti-money Laundering, Investment Funds...

...Bond valuations and yields. Yield curves. Yield curve exploitation. Pricing factors and how bonds change in value. Selecting the right... Learn about: Fixed Income, IT risk, Financial Training...

...The Secondary Market for distressed loans Trading of distressed loans Mechanisms of a distressed loan trade Trading on European or US standards Restrictions... Learn about: Financial Training, Fixed Income, IT risk...

...and Conclusions Todays Date: 8 September 2017 Duration 1... Learn about: Risk and return characteristics, Use of optimisers, Scenario analysis...

...Volatility measures. Peer Group Analysis: Selecting the peer group. -Benchmark selection and comparison. Customised benchmark. -Use of positive and negative months... Learn about: Mutual Funds, IT risk, Fund Manager...

...Methods of different FX regimes. Lessons of history and current developments (Euro, dollarisation in emerging markets). International Force Balance of payments... Learn about: Fixed Income, Emerging Markets, Foreign Exchange...