Example Courses
Testimonials
“Excellent trainer, made the session interactive, engaging and he was knowledgeable. Brought content to life with relevant and interesting stories”
Client Meeting Skills for Relationship Bankers
Global Wholesale Bank, London
“The slides and case studies are very well structured and relevant to the topic. The trainer was also very prepared and full of energy. I enjoyed his teaching style”
Assessing SME Customer Health
Asset Finance House, UK
“Engaging, clear explanations, enthusiastic, knowledgeable and happy to talk around the subject”
OIS Discounting & Multi Curve Swap Pricing
Global Wholesale Bank, New York
“I enjoyed the course and believe I have taken on lots of information, which will be effectively used at work on a daily basis”
Capital Markets Financing
Full Service Investment Bank, Hong Kong
“Very relevant, trainer had very strong knowledge of the subject”
CVA, FVA & Derivatives Pricing
Global Wholesale Bank, Moscow
Financial Institution
Training course
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Interest rates
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Retail banking and lending
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Business banking and lending
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Introduction to credit risk
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Secondary markets
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Introducing derivatives
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Introduction to investment
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Investment products
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Investor types
Understanding Banking Products
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Analysis of bank financial statements
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IAS 39: Financial instruments
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Regulatory capital
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Funding and liquidity risk
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Bank financial forecasting
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Finalising a financial model and forecasting dividends
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Cost of equity discussions for financial institutions
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Absolute valuation models
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Relative valuation approach
Mastering ALM
Understanding Bank Valuation
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Economics of banking
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Analysis of bank financial statements
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IAS 39: financial instruments
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Forecasting the financial statements
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Financial analysis
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Regulatory capital under Basel III
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Bank valuation
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Multiple valuation
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Bank financial analysis and modelling
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Forecasting the financial statements
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Financial analysis
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Regulatory capital under Basel III
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Benchmarking and financial forecasting
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Forecasting the financial statements
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Consolidating the financial statements and forecasting dividends
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Bank valuation
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Multiple valuation
Modelling a Bank
1 Day
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Overview of banking and its role in the wider economy
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How a bank makes money
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Basel II
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Liquidity: How banks manage assets
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Liquidity: How banks manage funding
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Deposits
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Margins
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Loan and deposit pricing
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Banking regulation
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Basel III
Understanding Banks
1 Day
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Brief overview of the previous Basel Accords and the impact these had on bank behaviour
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Definition of risk according to Basel I and Basel II
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Basel III overview
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Strengthening the framework for counterparty risk
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Overview of the new liquidity standards
Introduction to Regulatory Capital
Regulatory Capital
2 Days
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Brief overview of the previous Basel Accords and the impact these had
on bank behaviour
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Definition of risk according to Basel I
and Basel II
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Analysis of the key changes under
Basel III and the likely impact -
Modelling exercises
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Economic capital
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Why economic profit?
1 Day
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Introduction to insurance
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The economics of insurance
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Embedded value accounting for life insurance and performance analysis
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Overview of insurance liability products
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Solvency 2
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Ratio analysis for insurance
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Valuation multiples for insurance
companies
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Valuation methodology for insurance
companies
Understanding Insurance Valuation
2 Days
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Introduction to insurance
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The economics of insurance
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Embedded value accounting for life
insurance and performance analysis
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Overview of insurance liability products
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Solvency 2
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Financial modelling techniques for
insurance
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Valuation multiples
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Valuation methodology