CPD and Finance

This one day Advanced Bond Markets course covers the more complex aspects of bond markets, including bond derivatives, the pricing and risk analysis of bonds with embedded options and the role of credit derivatives in contemporary bond markets.
Course includes hands-on exercises in calculating prices of bonds with embedded options, including using binomial lattices.

This two day Advanced Financial Maths course provides practical quantitative analysis skills for individual securities and portfolios. The course provides insights into the solution of practical issues in financial analysis and in implementing modern portfolio theory. With a strong emphasis on hands-on exercises and case studies, the course provides comprehensive coverage of advanced analytical techniques. Who should attend?

Comprehensive two day programme covering banking products offered to corporate clients, with a particular focus on those products sold as “packages” with interest rate derivatives structures.

This one day Basel Bank Regulation course covers the hierarchy of ways in which banks are required to estimate the scale of their main risk exposures – credit, operational, market, the different types of capital, the amounts they must have of each and how these are calculated. Also covered are liquidity requirements and the importance of the national supervisor and reporting requirements.

This one day Understanding Bond Markets course covers principal bond markets, bond mathematics, market dynamics and introduction to risk analysis. Course delivery includes practical hands-on exercises, recent case studies and a guide to sourcing and assimilating key market data.

This two day Understanding Capital Markets course provides an introduction to global capital markets, their purpose and operation. The course covers equities, bonds and their derivatives and gives an introduction to the financial mathematics underlying the valuation of securities via hands-on exercises.

This one day Commodities Markets course covers the principal commodities markets and how they are traded and providing practical, hands-on commodity analysis experience. In addition to the derivation of traded commodity prices, the course explores the inter-relationships amongst commodity markets and their relationship to key macroeconomic variables such as interest rates and inflation.

This one day course Understanding Derivatives provides a comprehensive introduction to the main derivatives types and an understanding of the roles that they play in today’s financial system.

This two day Energy Commodity Markets course provides in-depth coverage of global energy markets, their individual dynamics and the inter-relationships amongst them.

This one day Understanding Equity Derivatives course covers the major types of equity derivative, including futures, options and Exchange Traded Funds (ETF).

For Companies listing on Exchanges, understanding the methodologies employed by Investment Bank Analysts & investing Fund Managers is key to establishing a healthy working relationship for Investor Relations departments & their new Shareholders.

This one day course on Essential Financial Maths is designed for candidates that wish to brush up on their numeracy skills. 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 level of competence in financial mathematics.

It may be more convenient or cost effective to have courses presented in-house.

Quartic has two courses for Financial Mathematics, taking students from an Introduction through to Advanced learning. This one day Introduction to Financial Mathematics course provides practical skills in the use of tools and techniques for financial analysis. The course will cover the time value of money, discounting of cash flows and calculation of real, nominal and present values. It also introduces financial risk analysis and the statistical models behind it. The course has a high level of hands-on training in setting up financial models. Who should attend?

You will learn essential, best practice financial modelling techniques, and how to apply them in different situations, giving you the confidence and ability to develop sophisticated financial models.

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.