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...

...Valuing an Asset Swap Swap Trading How to manage a portfolio What risks do you want to run – understanding Value at Risk (VaR) Yield curve arbitrage Delta... Learn about: Advanced swaps, |\interest rate...

...Impact of the portfolio theory on the investment process Ø Price on the financial markets o Risk and return o Effects of diversification o Efficient portfolios... Learn about: Risk Management, Binominal Valuation, Asset Management...

...Unit Trust Accounting Ø Comparison: OEIC v UT v ITc v Equity Ø SORP: the basics of accounting Ø Trial Balance. Balance Sheet. Statement of Assets and Liabilities... Learn about: Unit Trust...

...consumer and private bank, the techniques involved in managing a merger between banks and the steps taken in managing the recovery situation when there... Learn about: Regulatory Capital, Ratings Approach, Efficiency v. Risk...

...Equity-linked instruments for Financial Institutions: UKFI and the banking bail out Looking forward into 2010/2011. The development of new markets 10:10... Learn about: Preference Shares, Debt Capital, Debt Restructuring...

...the differences between letters of credit and standby letters, and you will also learn about the use of different types of letters of credit such as... Learn about: Trade Finance, UCP 600, ISBP 681...

...Minimum capital requirements Ø Purposes of Basel 2 Ø Scope of application Ø Credit risk- approaches Ø The standardized approach to credit risk Ø Claims... Learn about: Interbanking Claims, Regulatory Capital, Bank for International Settlement (BIS)...

...Impact of BF on portfolio planning and construction Herding behavior of investors Interpretation of investment results: objective versus subjective paradigms... Learn about: Wealth Management, Behavioral Finance, Cultural Differences...

...acceptance policy Customer identification General identification requirements The role of supervisors Guidelines for opening accounts Qualitative... Learn about: Anti-money Laundering, Risk Matrix, US Patriot Act...

...and who need to deepen and reinforce their understanding of this particularly complex area of accounting, both at the strategic and at the technical level... Learn about: Hedge accounting, Balance Sheet, Market Multiples...

...Maintain and adjust Exercise: Ø Establishing rapport Questions and neurological level: Ø Open questions (again) and what to consider Ø Adding a SPIN to... Learn about: Clients' Needs, Language Clues, Establishing Rapport...

...capital markets and derivatives. The objective of this course is to provide market participants with the essentials of the different products available in the financial markets... Learn about: Capital Markets, Risk and Return, Investment Banking...

...This course will give them a foundation and also give tips for improving interpersonal skills so as to best address the new targeted segment... Learn about: Foreign Exchange, Asset Allocation, Induction training...

...Options and Structured Products Introduction to Options: Ø Definitions Ø Calls and Puts Using Options to: Ø Gear up Ø Speculate Ø Hedge Ø Arbitrage Option Trading Strategies... Learn about: Cash Settlement, Zero Coupon Bonds, Price Conversion Factors...

...Ø Barrier Options Ø Knock-in and Knock out Options Ø Lookback Options Ø Best of two (Digital) The Principal of Structured Products: Ø Participation and... Learn about: Forward Rates, Interest Rate Futures, Cash Flow...

...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: Systematic Design Method, Dashboard Analysis, Layout Methods...

...Measuring effectiveness The challenge of “refer” Evaluation – back testing Additional data Credit scoring in practice Case Study/Exercise: Several of each... Learn about: Mitigating Risk, Private Wealth Clients, 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: Mitigating Credit Risk, The Basel Accords, Financial Reporting...

...Why do banks need deposits? Current, Short, Medium & Long Term Deposits Pricing & advertising Retail Deposits & Business Deposits Savings Products Money... Learn about: Lending Products, Client Base, Wealth Management...