Overview

Overview                                                 

In today’s financial marketplace where it is imperative to identify risk situations opportunities, it is essential that delegates have 1) an understanding of Essential Operation concepts, 2) a clear appreciation of the various asset classes,  3) an understanding of the risks associated with the trade life-cycle, and 4) understand many of the concepts of Corporate Actions.

For the management of the firm, having staff with such knowledge and awareness increases the probability of creative situations where opportunities can be extended to clients.

This is an intensive program designed to provide participants with a high level understanding of the investment management industry, its key processes and information requirements. Delegates that participate the program will:

  • Understand the key terminology, phrases and acronyms used in the investment management industry
  • Become familiar with the key investment sectors and the major products traded within them.
  • Be aware of the key information that investment managers need to access and how they use it.

Objectives

By the end of the program participants will be able to:

  • Understand the terminology used and key features of the major products settled in the financial markets
  • Identify the risks inherent in client and institution market exposures and positions
  • Be aware of the key information that investment managers need to access and how they use it.

Benefits of Attending

Individuals who attend will:

  • Become familiar with the key features and uses of the major cash and derivative products traded in global financial markets
  • Experience the pressure and excitement of trading and decision making through engaging simulations and trading games
  • Learn how to use derivative products to both trade and hedge and to appreciate the key factors involved in their pricing

Pre-Requisite Courses

There are no formal pre-requisites however a working knowledge of Excel and financial mathematics is important.

Benefits of Attending

Individuals who attend will:

  • Become familiar with the key features and uses of the major cash and derivative products traded in global financial markets
  • Experience the pressure and excitement of trading and decision making through engaging simulations and trading games
  • Develop skills in building and making effective presentations and sales pitches
  • Learn how to use derivative products to both trade and hedge and to appreciate the key factors involved in their pricing

Course Delivery

The course is delivered using an engaging combination of online instructor-led sessions and practical case studies, activities, exercises and examinations.

Course Activities

  • Online Video Learning
  • Exercises
  • Case Studies
  • Forum Discussions
  • Simulations
  • Examination
  • End of Program Review

Duration

This program is equivalent to an 11-DAY LIVE training program.  Each program is delivered (generally) over a 6 week period, with material being only available for another 6-months for your review.

Course Activities

In addition to the more traditional exercises and case studies, the graduate program includes a number of very interactive activities that are both highly educational and engaging for delegates. These include: