CPD & Finance

This one day Financial Risk Management course provides a comprehensive overview of contemporary risk management techniques and a holistic approach to the assessment of risk through the use of factor analysis.

This one day Understanding Foreign Exchange Markets course covers the purpose of foreign exchange (FX) markets, the participants and the uses of the market for investors, treasury managers and speculators.

The ‘Risk on, Risk off’ mentality that has dominated activity on many of the world’s Exchanges over the last couple of years has made the task of Stock picking even harder.

This one day Understanding Hedge Funds course covers the evolution of hedge funds, their role in financial markets and the principal investment strategies that they deploy. The course is delivered using a combination of presentations, practical, hand-on examples and case studies.

This one day Interest Rate Derivatives introductory course to this complex area, covers basic concepts and the key interest rate derivative types and using hands-on examples to illustrate theoretical concepts and practical issues. Provides a deep understanding of the structure of interest rate markets and the role of derivatives within it.

This one day Intermediate Bond Markets course covers the structure and analysis of bond markets, how demand and supply factors influence bond valuations via the price / yield relationship and introduces contemporary bond investment and strategies deployed by bank prop desks and hedge funds.

A one day online course to give students the essential basics of accounting. It could be that you are planning to take an exam, such as the CFA® (Chartered Financial Analyst®), IMC (Investment Management Certificate) or perhaps a University course that requires a basic understanding of accounting.

This one day Macroeconomic Indicators and Financial Markets course covers the key macroeconomic and socio-political indicators and their relationship with financial markets. The role of such economic data as Gross Domestic Product (GDP), interest rates, money supply, trade balances and inflation in determining security valuations is analysed, using practical, hands-on examples.

This Three day Real Estate Investment Management course provides a comprehensive understanding of the dynamics of international real estate investment and their role in major investment funds.

This one day Securitisation course covers the major sectors – residential mortgages, commercial mortgages, consumer ABS (credit card and auto loans) and Collateralised Debt Obligations (CDOs), including synthetic, their risks, how the transactions are structured and managed and their pros and cons for issuers and investors.

This two day Understanding Treasury Management course covers the essential skills and market knowledge required in effective treasury management.

This one day Understanding Equity Markets course covers global equity markets from an investor’s perspective. The course provides a deep understanding of the nature of equity investment and its potential risks and rewards as well as methodologies for effectively analysing equity markets. The course includes hands-on exercises in quantitative analysis and uses case studies to exemplify key market trends.

Exchange Traded Funds are now firmly established in the investment world. But how do they actually work? Originally designed as simple, user friendly, passive, Equity Index tracking vehicles, their evolution has created several different types of product, across the Asset Classes, with each one requiring different approaches in due diligence.

Rarely out of the news (for all the wrong reasons) & now described as ‘Casino’ Banking by sceptical Politicians & Regulators, the reputation of today’s Investment Bankers has probably not been this low for a long time.

The Wealth Management community quietly looks after Trillions of pounds of Client wealth, avoiding the headlines & concentrating on confidentiality. However, while the Managers have, understandably, traditionally maintained a low profile when looking after their Clients’ interests, events of the last few years have sorely strained Client relationships.