Redcliffe Training Associates courses

...Reasons for the change Dual regulation Intrusive regulation Conduct risk Competent Employees and the Principles for Business Principle 6 – ‘A firm must... Learn about: Soft Skills, Training and competence obligations...

...Different types of exotic option Volatility trades – straddles, strangles Volatility and correlation effects Inflation swaps Pricing and valuing inflation... Learn about: Advanced swaps, |\interest rate...

...horizon o Kondratieff cycle Ø Impact of interest rates and inflation on long term asset management Ø Impact of macro-economic data on investment decisions... Learn about: Behavioral Finance, Asset Management, Institutional Investors...

...Suitable for: This course is aimed at participants with little or knowledge of authorised collectives. Course Content: Day 1 Ø Introduction to OEICS... Learn about: Unit Trust...

...Credit Mitigation Techniques Ø Dealing with the principles behind the mathematics Ø Guarantees and Derivatives Portfolio credit risk Ø Syndicated deals... Learn about: Risk Management, Ratings Approach, Restructuring Assets...

...by “teaming up” Getting a bank syndicate together Where next? 14:30 Private Equity Stuart Miners, Director, 3i When private equity is the best solution... Learn about: Private equity, Debt Capital, Financial Reporting...

...of Commercial & Financial Documents Invoices Transport Documents Insurance Policy/Certificate Understanding the use of Bills of Exchange and Promissory... Learn about: UCP 600, Commercial Documents, Promissory Notes...

...settlement (BIS) Ø History Ø The first Basel capital agreements Ø Standards and regulatory environment Ø Regulatory & economic capital Ø Factor weighting... Learn about: Technical Challenges, Guiding Principles, Basel II...

...how, where and when? Diversification in a portfolio Portfolio risk and return Standard deviation as a measure of risk Systemic risk versus specific... Learn about: Private Banking, Behavioral Finance, Portfolio Construction...

...A practical case study to highlight the practical realities of a “joined-up” approach. Role of Internal/External Audit, etc. Providing Assurance Adding... Learn about: Global "black" economy, Global Response, World Bank...

...Training Methodology: This intensive programme is strongly focused on the application of the relevant provisions of IFRS to a wide variety of real-life situations... Learn about: Equity Interests, Market Multiples, Hedge accounting...

...In this course, we look at: Ø The ingredients of fantastic relationship? Ø How we build a magical relationship (also with people we don’t immediately like)... Learn about: Selling skills, Mirroring and Matching, Presentation Skills...

...Ø Domestic Bond Market Ø Foreign Bond Market Ø International Bond Market Ø Global Bond Markets Bond Pricing: Ø Pricing and Valuation of Fixed-Rate Bonds... Learn about: Money Markets, Capital Markets, Debt Origination...

...to make sense Content versus form: What you communicate versus how you communicate Perception versus interpretation: Reality and what we make of it Time and sequence... Learn about: Structured products, Profile of a Successful Investor, Asset Allocation...

...Course Content: Day 1 The Arbitrage Triangle: Ø Cash Ø Futures and Forwards Ø Options Cash-based Structured Products: Ø FRN’s Ø Zero-coupon Bonds and Swaps... Learn about: Cash Settlement, Zero Coupon Bonds, Physical Delivery...

...Questions about how to weather the current turmoil, correctly price a new bond issue and then properly value the positions over time has become an essential requirement... Learn about: Capital Adequacy Requirement, Interest Rate Futures, Cash Flow...

...The workshop starts with a discussion of modelling techniques and methods and agrees the objectives for a business case model. Each session reviews... Learn about: Risk Factors, Dashboard Analysis, Systematic Design Method...

...Appraisal techniques Credit assessment for personal clients Credit Assessment for retail clients Business clients Corporate Clients Private Wealth Clients... Learn about: Corporate Clients, Trade Finance, Lending Principles...

...Recovery management Case study/example relevant to above Session 5: Financial ~Reporting Detailed and in depth look at company accounts focusing on Setting... Learn about: Concentration Risk, Mitigating Credit Risk, Advanced credit risk...

...Personal Accounts Business accounts Corporate accounts Banks duty of secrecy Exercise: You are asked to open a checking account for a new personal client... Learn about: Wealth Management, Client Base, Account Opening Procedures...