LONDON - NEW YORK - WROCLAW - SINGAPORE

Professional Skills

From introductory to PhD/Quant level, from junior support staff to senior MDs – all areas are covered by our specialists with up to the minute practical, real world insights. All areas of finance are covered by specialist with dedicated experience in that area. Practical, real world insights across the global capital markets.

WHAT OUR PROGRAMMES ACHIEVE

Course material and trainer’s knowledge up to the minute for today’s market conditions.

Training evolves as the regulatory landscape changes.

Catering to the demands of today’s learner by providing relevant content for their roles in today’s marketplace

For many teams, returns on traditional products are dwindling: new approaches are required.

Derivatives, alternative investments, structured products, etc. Previously niche areas are becoming mainstream.

Training should support growth in your P&L, and as your teams target new products we can prepare them for new markets..

Supported by live simulations covering a range of roles in your firm.

Investing, trading, sales, operations, risk, compliance.

All simulations reworked post-crisis. Business is different now.k.

Significant responsibilities right from the beginning, and resolve real-life, real-time challenges along the way.

Help in developing a wide range of core competencies and technical skills through an accelerated and robust curriculum.

Ongoing training aimed at developing participants to be commercial, recognise opportunities and improve their technical abilities to achieve their goals and surpass the firm’s expectations.

Social, on the job and business supported learning.

We help people be better at their jobs.

Our simple principle: Practical problems, real-world solutions.

Helping you grow your competitive advantage, profitability and success of your firm.

Learning design and delivery that focuses on speed, flexibility and collaboration.

Available in multiple learning formats (classroom, live web and eLearning) that enhance and extend the learning experience.

Using learner data to pace and personalize learning experiences and target performance mediation.

OUR LEVELS OF PROFICIENCY

Level-1
Level-2
Level-3

Indicative Learning Outcomes

• You understand the terminology and concepts and are aware of any drivers supporting this activity.

• You can put this activity into practice.

• You can carry out this activity to the expected standard when straightforward, following advice and guidance as necessary.

• You know where to source guidance and information regarding this activity and use this confidently.

• You can identify when things are generally being done as they should and you can spot if things are not right.

• You can judge your own limits with regards to this activity and, if appropriate, who to defer to in the event of needing further advice.

Indicative Learning Outcomes

• You are knowledgeable on this subject and are capable of explaining it to a range of different audiences.

• You have extensive experience of this activity in both straightforward and complex situations.

• You can deal effectively with difficult or complex issues relating to this activity and both propose and evaluate alternative solutions.

• You can make decisions confidently regarding this activity.

• You can provide guidance, instruction and advice to others and may provide mentoring and/or coaching about this activity.

Indicative Learning Outcomes

• You have a detailed level of knowledge relating to the activity and its application in many and varied circumstances.

• You are able to share your knowledge with others and have done so on many occasions with a wide range of audiences.

• You can solve highly complex problems independently relating to this activity and may have set new related standards and industry benchmarks.

• You routinely provide authoritative guidance, instruction and advice to others.

• You may contribute to the development of industry policy, standards and guidelines relating to this activity.

• You may be called upon as an expert witness in relation to this activity.

• You may deliver training and education to others on this activity at all levels of competence.

OUR SUBJECT AREA COVERAGE

General

  • Intro to the Global Capital Markets
  • Life Cycle of a Trade

Business Skills

  • Level 1 Programs
  • Think Like An Owner
  • Being Effective In Meetings
  • Communication For Productive Work Relationships
  • Dealing With Stressful Situations
  • Experiencing Creative Thinking and Problem Solving Models
  • Getting Your Point Across
  • Giving Effective Feedback
  • Impactful Writing Skills For Business
  • Influential Communication Through Social Styles
  • Managing Your Time and Priorities
  • Raising The Bar: The Effective Banking Professional
  • Level 2 Programs
  • Building Trust In
    Business Relationships
  • Chairing Effective and
    Productive Meetings
  • Coaching For Performance
  • Creating Successful Solutions:
    Innovative Business Thinking
  • Delivering Persuasive
    Presentations
  • Effective Delegation For
    Performance
  • Effective Interviewing
    Skills
  • Getting Performance
    Appraisals Right
  • Handling Diverse People and
    Difficult Situations
  • Influencing With Style
  • Making and Implementing
    Great Decisions
  • Maximising Your Network
  • MBTI for Teams
  • Negotiation Masterclass:
    Creating Win-Win Outcomes
  • Packaging Ideas For Impact
  • Project Management: Estimating
    Costs and Benefits for Appraisal
  • Recognising and Working
    With Team Dynamics
  • The Resilient Banker
  • Train-the-Trainer Skills

Accounting and Corporate Finance

  • Introduction to Financial Statements
  • Group Accounts
  • Ratio Analysis
  • From Primary Statement to Enterprise Value Multiples
  • Cash Flow Analysis
  • Financial Structure and Off Balance Sheet Finance
  • International Accounting Differences
  • Financial Statement Analysis
  • Distressed Companies: Analysis and Evaluation of Debt Structures
  • LBO Analysis
  • Acquisition and Leveraged Finance
  • Debt Structuring

Credit

  • Corporate Credit Analysis
  • Bank Risk Analysis
  • Corporate Credit Challenges and Applications
  • Leveraged Lending
  • Writing Effective Credit Applications
  • Warning Signs and Lessons Learned
  • Restructuring Problem Credits
  • Forecasting and Stress Testing

Commodities

  • Commodities Fundamentals
  • Commodities-Markets, Pricing and Strategies

Derivatives

  • Options from the Ground Up
  • Introduction to Swaps
  • Understanding Derivatives
  • Common Option Strategies
  • The Option Greeks and Managing Risk
  • Equity Options – Fundamentals
  • Introduction to Convertible Bonds
  • Interest Rate Forwards, Futures and Options
  • Introduction to Equity Derivatives
  • Credit Derivatives
  • Equity Derivatives
  • Interest Rate Products
  • Inflation Linked Derivatives
  • Option Pricing Models and Valuation
  • Exotic Options
  • Understanding Volatility
  • Volatility Modelling and Extracting Value

Futures

  • Futures – Fundamentals
  • Stock Index Futures and Their Uses

FX and Money Market Instruments

  • The Money Markets
  • Foreign Exchange
  • Derivatives in Foreign Exchange and Money Markets
  • Swaps – How to use them
  • An Introduction to Interest Rate Futures and Swaps
  • Currency Swaps
  • FX OTC Options
  • Interest Rate Modelling
  • Treasury Products

Cash Equity Markets

  • Equity – Fundamentals
  • Understanding the Equity Markets
  • Capital Structure
  • The Role of Investment Banks in the Primary Market
  • Overview to Pricing New Issues
  • Equity Val Overview, Traditional Methods and Adjusted

Structured Products

  • Equity Structured Products
  • FX Structured Products
  • Interest Rate Structured Products

Technical Analysis

  • Applied Technical Analysis
  • Introduction to Technical Analysis
  • The Lessons of Market Efficiency

Fixed Income

  • Issuing Corporate Debt
  • Introduction to Government Bonds
  • Introduction to Corporate Bonds
  • Bond Risk Management: Credit, Duration, Inflation, Liquidity
  • Introduction to Valuing Fixed Income Securities
  • Understanding Corporate Credit Analysis
  • Yield Curves
  • Securitisation
  • Credit Portfolio Management
  • CDOs
  • Measuring and Hedging Interest Rate Risk
  • Structured Notes and CLNs

Quantitative Finance

  • Introduction to Financial Maths
  • Mathematics for Derivatives
  • Mathematics for Quantitative Finance
  • Further Bond Mathematics

Economics

  • Introduction to Economics
  • In-Depth Market Economics
  • Financial Markets and the Economy
  • Behavioural Finance
  • Economic Value Added Workshop

Excel

  • Excel Fundamentals
  • Excel Masterclass
  • VBA Fundamentals
  • VBA Accelerator
  • Financial Modelling: Fundamentals
  • Financial Modelling: Scenario Management
  • Financial Modelling: Forecasting and Integrated Financial Models

Fund Management

  • Introduction to Investment Management
  • Portfolio Management: Performance Measurement
  • ETFs
  • Understanding Hedge Funds

Risk and Operations

  • Basel Accords on Regulatory Capital
  • Operational Risk
  • Securities Risk and Controls
  • Risk Bootcamp
  • Value-at-Risk

Risk, Compliance and Regulatory

  • Suitability
  • Financial Crime
  • Market Abuse
  • Conflicts of Interest
  • Information Management
  • Management Accountability
  • Structured Products and Derivatives Compliance
  • Banking and Risk: An Introduction
  • Enterprise Risk Management
  • Risk Management in Banks
  • Liquidity Risk Management
  • Operational Risk Management
  • Credit Portfolio Management
  • Basel III / Dodd Frank: Implications and Opportunities
  • RWA Management & Regulation
  • Banking & Risk eWorkbooks
  • Insurance: Solvency II Implications

Data Sciences, Machine Learning and Predictice Analytics

  • Principles of Data Science and Predictive Analysis
  • Data Science Foundations
  • Machine Learning
  • Time Series Analysis
  • Portfolio Analysis, Monte Carlo Methods & Producing an Efficient Frontier
  • Product Focus: RT, CR, EQ, FX, CM, Derivatives, Research
  • Data Storytelling & Design Thinking
  • Python Workshop: First Principles
  • Big Data: Changing Paradigms of Client Communications
  • Python Workshop: Comparative Data Analysis into Charting APIs
  • Predictive Analysis: Special Applications in Cap Markets
  • Python Workshop: Asset Price Forecasting
  • Python Workshop: Macro Analysis
  • Python for Equities
  • Data Science for HR: People Analytics ans Predictive Applications
  • Data Science for HR: Datathon: Data Analysis, Management and Visualisation

Partners & Accreditations