Redcliffe Training Associates courses

...controlled functions under the FCA regime, for example, CF30 – the Customer Function. When CF30’s deal with retail clients they are also bound by the requirements... Learn about: Training and competence obligations, Soft Skills...

...product limitations and liquidity issues. Course Overview: The Aim of this course is to provide participants with the skills and techniques necessary to understand... Learn about: |\interest rate, Advanced swaps...

...This two day course provides participants with detailed tuition on all of the major activities within asset management. Some of these topics include... Learn about: Binominal Valuation, Asset Management, Behavioral Finance...

...Participants will be using the latest SORP and the course will include the basics of international accounting. The course is very practical with numerous examples... Learn about: Unit Trust...

...Tier 1, Tier 2 and Tier 3 Ø Detailed Analysis for the various products Credit Risk Ø Standardised Approach Ø Treatment of off balance Sheet items Ø Advanced... Learn about: Risk Management, Ratings Approach, Efficiency v. Risk...

...a financing tool for UK Corporates and the growth in 2009 issuance Equity-linked instruments for Financial Institutions: the Lloyds Banking Group example... Learn about: Preference Shares, Financial Reporting, Private equity...

...Course Content: Incoterms 2000: The purpose of Incoterms The 13 Incoterms How Incoterms affect the documents that exporters must produce Key characteristics... Learn about: ISBP 681, Letters of Credit, UCP 600...

...It further focuses on the compliance aspects of Basel 2/3 and the application in emerging markets. The content of the Basel agreements will be thoroughly... Learn about: Regulatory Capital, Guiding Principles, Value at Risk (VaR)...

...to market outcomes Factors impacting performance trends for clients Strategy choice & type-casting of profiles Rebalancing/reconstruction of portfolio’s Principles When... Learn about: Estate Planning, Portfolio Construction, Asset Allocation...

...(or equivalent) challenge! Risk Assessments and Procedures Constructing the Anti-Money Laundering (AML) Framework Exercises in constructing risk assessments... Learn about: World Bank, Global Response, Anti-money Laundering...

...fair value model Accounting for leases, both as lessor and lessee Impairment and impairment reversal  Special cases: unique (‘iconic') buildings for which... Learn about: Hedge accounting, Equity Interests, Floating rates...

...with w-questions Ø Observing rapport Fine-tuning our perception: Ø Visual: What do you really see? Ø Auditory: What do you hear the other person say?... Learn about: Language Clues, Selling skills, Psychological Sales Patterns...

...the strategic use of these products by the end of this course. This programme is available as an in-house training programme. Day 1: Regulation... Learn about: Money Markets, Capital Markets, Risk and Return...

...for describing solutions Discussing the details versus the general purpose Exercise Adding value to the client: To extract value you must add value... Learn about: 5 Step Sales Process, Relationship managers, Induction training...

...Description of Exotic Options: Ø Barrier Options Ø Knock-in and Knock out Options Ø Lookback Options Ø Best of two (Digital) Option-based Structured Products... Learn about: Structured products, Price Conversion Factors, Physical Delivery...

...developments Financial Markets: Ø Money Markets Ø Capital Markets Banking Regulations: Ø Capital Adequacy Requirement Ø Basel I Ø Basel II Ø The need for... Learn about: Derivatives pricing, Forward Rates, Cash Flow...

...Course Content Modelling Style Introduction Modelling style Examples of poor modelling style Systematic Design Method Case study outline Required inputs... Learn about: Cash Flow, Risk Factors, Layout Methods...

...& basic lending principles Lending policies, lending strategies, lending systems Data/information collection Approvals, security, draw downs Management... Learn about: Construction Finance, Trade Finance, Mitigating Risk...

...derivatives Counterparty exposure from traded products Trade finance Mortgages Credit cards Case study/example relevant to above Session 4: Advanced Review... Learn about: Mitigating Credit Risk, Financial Reporting, The Basel Accords...

...seek reassurance that their institution is soundly based, the need for up to date skills has never been greater. This introductory level course provides... Learn about: Retail Banking, Client Base, Wealth Management...