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 

  1. Interest rates

  2. Retail banking and lending

  3. Business banking and lending

  4. Introduction to credit risk

  5. Secondary markets

  6. Introducing derivatives

  7. Introduction to investment

  8. Investment products

  9. Investor types

Understanding Banking Products

  1. Analysis of bank financial statements

  2. IAS 39: Financial instruments

  3. Regulatory capital

  4. Funding and liquidity risk

  5. Bank financial forecasting

  6. Finalising a financial model and    forecasting dividends

  7. Cost of equity discussions for financial    institutions

  8. Absolute valuation models

  9. Relative valuation approach

     

Mastering ALM
Understanding Bank Valuation

  1. Economics of banking

  2. Analysis of bank financial statements

  3. IAS 39: financial instruments

  4. Forecasting the financial statements

  5. Financial analysis

  6. Regulatory capital under Basel III

  7. Bank valuation

  8. Multiple valuation

  1. Bank financial analysis and modelling

  2. Forecasting the financial statements

  3. Financial analysis

  4. Regulatory capital under Basel III

  5. Benchmarking and financial forecasting

  6. Forecasting the financial statements

  7. Consolidating the financial statements and forecasting dividends

  8. Bank valuation

  9. Multiple valuation

Modelling a Bank
1 Day
 

  1. Overview of banking and its role in the wider economy

  2. How a bank makes money

  3. Basel II

  4. Liquidity: How banks manage assets

  5. Liquidity: How banks manage funding

  6. Deposits

  7. Margins

  8. Loan and deposit pricing

  9. Banking regulation

  10. Basel III

Understanding Banks
1 Day
 

  1. Brief overview of the previous Basel   Accords and the impact these had on bank behaviour

  2. Definition of risk according to Basel I and Basel II

  3. Basel III overview

  4. Strengthening the framework for counterparty risk

  5. Overview of the new liquidity standards

Introduction to Regulatory Capital
Regulatory Capital
2 Days
 

  1. Brief overview of the previous Basel   Accords and the impact these had

    on bank behaviour

  2. Definition of risk according to Basel I

    and Basel II

  3. Analysis of the key changes under
    Basel III and the likely impact

  4. Modelling exercises

  5. Economic capital

  6. Why economic profit?

1 Day
 

  1. Introduction to insurance

  2. The economics of insurance

  3. Embedded value accounting for life insurance and performance analysis

  4. Overview of insurance liability products

  5. Solvency 2

  6. Ratio analysis for insurance

  7. Valuation multiples for insurance

    companies

  8. Valuation methodology for insurance 

    companies

Understanding Insurance Valuation
2 Days
 

  1. Introduction to insurance

  2. The economics of insurance

  3. Embedded value accounting for life

    insurance and performance analysis

  4. Overview of insurance liability products

  5. Solvency 2

  6. Financial modelling techniques for

    insurance

  7. Valuation multiples

  8. Valuation methodology

Insurance Valuation & Modelling