Redcliffe Training Associates courses

...pay due regard to the interests of its customers and treat them fairly’ Principle 2 – ‘A firm must conduct its business with due skill, care and diligence’... Learn about: Training and competence obligations, Soft Skills...

...structured (callable, puttable)bonds; call monetisation Index amortising swaps Case Study: Comparing Caps, Collars and Swaps Advanced Swaps and Options... Learn about: Advanced swaps, |\interest rate...

...Ø Parameters of interest rate risk o Interest rate risk o Duration of a bond o Modified duration of a bond o Key rate duration of a bond o Convexity... Learn about: Kondratieff Cycle, Delta Hedging, Binominal Valuation...

...Accounting for Fixed Interest Investments Ø Statement of Material Portfolio Changes Day 2 Ø Accounting for Futures and Options Overview Ø Capitalisations/Corporate... Learn about: Unit Trust...

...in the private bank leading up to the credit risk management relating to industry, and country risks. Participants will cover credit risk management techniques... Learn about: Credit Risk, Efficiency v. Risk, Risk Management...

...Warrants & Preference Shares Simon Roue, Head of Equity-linked Origination EMEA and Asia, Deutsche Bank Growth in convertible bond financing for UK corporates... Learn about: Financial Reporting, Equity Capital, Debt Restructuring...

...Some of the topics covered include commercial & financial documents such as invoices, transport documents, insurance and bills of exchange. Participants... Learn about: Bills of exchange, Transport Documents, Trade Finance...

...This course equips the participants with a thorough understanding of the content of the Basel 2 agreements and the impact on banking operations and credit activities... Learn about: Regulatory Capital, Capital Requirements, Interbanking Claims...

...why and how often Approaches Advantages and disadvantages Product choice, financial engineering and client satisfaction Absolute/total return versus relative... Learn about: Behavioral Finance, Wealth Management, Asset Allocation...

...on the others and “equivalence” Monitoring people by staff and/or IT Reporting internal and to law enforcement/local authorities The role of the MLRO/Nominated Officer (NO)... Learn about: Risk Matrix, Anti-money Laundering, World Bank...

...Fair Value through Profit and Loss, and Available for Sale The amortised cost categories: Held To Maturity, and Loans and Receivables Permitted reclassifications... Learn about: Equity Interests, Floating rates, Embedded Derivatives...

...the program will then progress into the sales process. One concrete goal is to ensure that you will identify all of the clients' hopes and expectations... Learn about: Language Clues, Selling skills, Clients' Needs...

...Management and Switching Ø Asset and Liability Management Ø Hedging The Debt Origination Process: Ø Role of Banks as Intermediaries between Borrowers and... Learn about: Bond Markets, Debt Origination, Investment Banking...

...The purpose of this training is to provide new Relationship Managers with the skills required to confidently perform in their new roles with confidence... Learn about: Induction training, Asset Allocation, 5 Step Sales Process...

...This course can be delivered in-house to a team of people. For further information on the course, trainer or to request a quote, please contact the center... Learn about: Physical Delivery, Structured products, Price Conversion Factors...

...Value Short-term Swap Pricing: Ø Pricing and Valuation of EONIA Swaps Day 2 Introduction to Futures and Options: Ø The History and Development of the Market... Learn about: Risk and Return, Interest Rate Futures, Derivatives pricing...

...next stage of the model in terms of the financial theory, modelling techniques and potential difficulties and delegates build the model in stages... Learn about: Cash Flow, Dashboard Analysis, Systematic Design Method...

...Participants will also learn how to apply credit portfolio management techniques within the overall internal risk management and external regulatory environment... Learn about: Trade Finance, Construction Finance, Corporate Clients...

...The course provides a detailed description of credit risk analysis, shows how it can be managed by an organisation and explores the key components underlying the process... Learn about: The Basel Accords, Credit Committees, Concentration Risk...

...Services Insurance Private Banking Wealth Management Trade Finance Money Transmission Services Exercise: All Retail Banks seek to boost earnings by selling additional services... Learn about: Lending Products, Client Base, Account Opening Procedures...