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Trainings

We have designed a wide range of training courses.

You will find below some examples. If you would like to receive more detailed course descriptions and discuss the option of in-house training further, please contact us. We will be pleased to prepare a customised offer.



Banking

Financial Markets

Finance & Accounting

Asset Management

Risk & Compliance

Fundamentals of Banking (2 days)

Foundation Course (2 days)

This course is intended to provide a broad knowledge and the minimum background on the functioning of banks.

More specifically, participants will:


  • Develop a good understanding of the banks’ different activities, their intermediation role and the evolution of their activities over time

  • Understand which assets banks hold in their balance sheet

  • Review the different sources of funding of banks

  • Analyse the income statement and profitability levers of a bank, the different pricing components of bank products and how credits and deposits are priced by banks

  • Identify the different types of risks (credit, liquidity, interest rate, foreign exchange, market, operational) banks typically face and understand how banks manage them

  • Understand the role of banks in asset management, in financial markets and in advisory positions

  • Build a general understanding of how capital requirements for banks are determined and why it is important for banks

  • Assess the quality of a bank from different angles (profitability, asset quality, solvency and liquidity)



Click here for a customised offer.

Fundamentals of Credit Analysis (2 days)

Foundation Course (2 days)

Sound credit analysis and lending practices are at the source of the banking activity. This course focuses on the credit analysis of corporate and SME prospective borrowers.

Participants will use a structured and systematic approach to evaluate the credit standing of a prospective borrower. This is a highly interactive workshop where case studies and exercises are used to illustrate key learning points.

Specifically, participants will learn to:


  • Situate the role of credit analysis in the whole credit process

  • Apply a structured approach to assess the creditworthiness of a borrower

  • Evaluate the credit risk profile of a company based on both qualitative and quantitative frameworks and tools

  • Use appropriate indicators, where available, to understand the business and financial risk profile of a company

  • Use a cash flow approach to assess a company's ability to service/refinance its existing or prospective debt

  • Review the role of ratings in the credit process

  • Formulate the right questions when assessing a credit request


Click here for a customised offer.

Masterclass in Banking (5 days)

Foundation / Intermediate Course (5 days)

This course provides a detailed and tailor-made introduction to banks’ main business activities, organisation, environment and management. Classic risk measurement and management techniques, the role of regulation and the importance of governance and compliance are also introduced. Participants will learn how to perform a diagnostic of a bank’s quality, from a profitability, asset quality, liquidity and solvency perspective.

The training is customised to reflect your bank’s specific organisation and participants’ background and includes several cases and illustrations.

More particularly, participants will:


  • Develop a good understanding of the banks’ different activities and organisation, the constraints under which they operate and how banks are managed

  • Understand which assets banks hold in their balance sheet and the different types of credits granted to retail, SME and corporate customers

  • Review the different funding sources of banks

  • Analyse the income statement and profitability levers of a bank, the different pricing components of banks’ products and how credits and deposits are priced by banks

  • Review specific processes of certain activities

  • Get familiar with the role of banks in payment systems and capital markets

  • Identify the different types of risks (credit, liquidity, interest rate, foreign exchange, market, operational) banks typically face and understand how banks manage them

  • Understand the role of banks in asset management, in financial markets and in advisory positions

  • Build a sound understanding of how capital requirements for banks are determined and why it is important for banks

  • Understand the main regulations around the banking activities

  • Assess the quality of a bank from different angles (profitability, asset quality, solvency and liquidity)

  • Get familiar with a few “jargon words”


Click here for a customised offer.

Credits in Corporate & Commercial Banking (2 days)

Foundation / Intermediate Course (2 days)

This is a highly practical training, during which participants will understand the different types of credits that are typically granted to corporates. Case studies and exercises are used to illustrate key learning points.

Specifically, participants will learn to:


  • Evaluate the main features of the different types of credits typically offered to corporates and SMEs, including term loans, revolving credit facilities, overdraft facilities, bank guarantees, discounts, L/Cs, etc

  • Assess their relevance given the borrower’s needs and constraints

  • Understand the difference between a bilateral credit and a syndicated credit

  • Identify the risks associated with the different types of credits

  • Review the different commonly used credit enhancement mechanisms, including the security package and guarantees, standard clauses (including pari passu, negative pledge, cross default, financial and non-financial covenants, condition precedents, representations & warranties, …)

  • Evaluate the factors that affect the pricing of a loan and compute risk-adjusted returns



Click here for a customised offer.

Credits in Retail & Personal Banking (2 days)

Foundation / Intermediate Course (2 days)

This is a highly practical training, during which participants will understand the different types of credits that are typically granted to retail customers. Case studies and exercises are used to illustrate key learning points.


Click here for a customised offer.

Syndicated Credits (1 day)

Intermediate Course (1 day)

Participants will use a structured approach to understand and assess the main terms of syndicated credits. This is a highly interactive training, where case studies and exercises are used to illustrate key learning points.

Specifically, participants will learn:



  • How syndicated credits are structured and the main underlying credit instruments (term loans, revolving credit facilities, guarantees, …)

  • The main steps in a syndicated credit, from mandate to funding, the different players, their roles and responsibilities

  • Which parameters influence the pricing and how to determine a pricing proposal

  • The role of credit analysis in the syndication process

  • How to negotiate a term sheet that addresses borrowers’ needs and banks’ objectives and constraints

  • How to elaborate a syndication strategy

  • How to formulate the right questions and assess the main risks facing banks





Click here for a customised offer.

Acquisition & Leveraged Finance Fundamentals (2 days)

Intermediate Course (2 days)

Acquisition & Leveraged Finance refers to the valuation and financing of strategic and financial acquisitions, as well as the use of debt financing to effect management buyouts and to bridge-fund acquisitions. This also includes the use of leverage for share buybacks, for alternatives to IPOs for exit, or for refinancings of existing facilities.

Specifically, participants will learn:


  • What is the acquisition target worth? How can we negotiate the price and form of payment?

  • What financing techniques are available? What is the role of leveraged finance in acquisitions?

  • How can senior and mezzanine debt be used to facilitate an acquisition? How can one assess a company's borrowing capacity?

  • What are the key credit, pricing and rating issues surrounding leveraged and acquisition financing?

  • Leveraged recapitalizations: how do they really work, and what are their advantages and disadvantages?

  • What is the right pricing and covenant structure for leveraged acquisition lending?

  • How do mezzanine financing techniques work, and when does it make sense to use them?

  • How are they priced?

  • How can one model the cash flows and debt paydown in a leveraged buyout?




Click here for a customised offer.

Project Finance Fundamentals (1 day)

Intermediate Course (1 day)
The objective of this course is to introduce project finance fundamentals, mostly from a lender’s perspective.

Specifically, participants will learn:


  • What project finance is, the typical project finance structure and the main difference with classic corporate lending structures, and the role of the different stakeholders in project finance

  • The different funding sources available in project finance, from equity and sponsor financing to commercial loans and ECA-backed financing

  • The main steps in project finance (feasibility phase, structuring phase, engineering and construction phase, and operations phase) and associated risks

  • Fundamentals of project finance cash flows and key financial ratios

  • The cash flow waterfall structure and cash sweep mechanism

  • The different risks in project finance deals and classic risk mitigation techniques

  • Contractual aspects and loan documentation (including security package, covenants, condition precedents, etc)




Click here for a customised offer.

Analysis of Financial Institutions (2 days)

Intermediate Course (2 days)


Click here for a customised offer.

Advanced Credit Analysis (3 days)

Intermediate / Advanced Course (3 days)


Click here for a customised offer.

Funding Strategy of Banks (2 days)

Intermediate / Advanced Course (2 days)

This course provides a detailed overview of banks’ funding strategies, funding instruments (with a particular focus on wholesale funding sources) and particular areas of attention. The course is customized to reflect your bank’s specific activity.
More particularly, participants will:


  • Understand how a funding strategy is established and which constraints banks have to cope with when designing their funding plan

  • Get familiar with key wholesale funding instruments that your bank is using, such as senior unsecured bonds, covered bonds, conduit / SPV financing, repos and commercial paper

  • Review, for each funding instrument, the key features, the issuance process, the main parties involved, documentation requirements, structuring considerations, pricing fundamentals and market trends



Click here for a customised offer.

Loan Workouts & Restructuring (2 days)

Advanced Course (2 days)

To yield good results, a loan workout transaction needs to be approached methodically. The approach followed in this training seeks to highlight the importance of each of the stages in a loan workout, their key objectives and their implications for the transaction as a whole. The training also aims at highlighting the characteristics and motivations of the major interest groups that usually participate in such transactions.
The training is structured around the following chapters:


  • Introduction

  • Loan workout strategies and structures

  • Key participants

  • Loan workout process

  • Moratorium

  • Financial restructuring

  • Debt for equity swaps





Click here for a customised offer.

Collateral Management in Banks (1 day)

Advanced Course (1 day)

This course is intended to provide a unifying framework for understanding how collateral management work.

Specifically, the participants will learn:


  • The role and main benefits of collateral as a risk mitigation tool

  • How the current exposure and potential future exposure towards a counterparty is determined

  • Eligibility rules of collateral widely accepted by counterparties

  • How and at which frequency collateral is valued

  • How collateral is transferred from or to counterparties

  • The life-cycle and daily process of collateral management

  • Best practices for dispute resolution

  • The main terms of the ISDA and more particularly the Credit Support Annex





Click here for a customised offer.

Fund Transfer Pricing (1 day)

Advanced Course (1 day)

Fund Transfer Pricing (FTP) is a very important management tool for banks and poor FTP practices originally contributed to the financial crisis. However, despite the importance of FTP, there is still little guidance publicly available to banks on what constitutes good practices. The objective of this course is to provide a clear and practical introduction to FTP fundamentals and applications, leveraging on lessons learned during the crisis, recent improvements that banks brought to their FTP processes and observations and limitations that national supervisors have so far identified when assessing FTP practices of banks.

Specifically, participants will learn:


  • Why banks need sound FTP processes

  • The importance of adequate frameworks for capturing the pricing for both expected and unexpected liquidity risk

  • The different FTP frameworks for on-balance sheet exposures, their limitations, and selected applications

  • How contingent liquidity risks should be integrated in FTP

  • Particular points of attention and issues around FTP processes

  • A summary of observations, limitations and weaknesses identified so far by national supervisors when conducting their assessment

  • What are the main principles and guidelines on FTP





Click here for a customised offer.

Financial Markets Foundation Course (2 days)

Foundation Course (2 days)

This course is intended to provide a broad knowledge and the minimum background on financial markets to make it relevant for people pursuing careers in front, middle or back-office environments, or for people who will directly or indirectly interact with financial markets.

The course provides a clear introduction to the functioning of financial markets and to the largest asset classes in financial markets. Participants will learn how these markets work, the risks they pose, and how to value simple instruments.

Specifically, participants will learn:


  • How financial markets are organized and the different players around financial markets

  • The difference between cash instruments and derivatives, and between OTC instruments and exchange-traded instruments

  • The main benchmark interest rates, how they are quoted and how they can be used for valuation purposes and for building a yield curve

  • How the FX spot and forward markets function

  • The main money market instruments and their features, including deposits, commercial paper, certificates of deposit, treasury bills and repos, and the impact of monetary policy on this market

  • The main features and types of bonds, how bonds are priced and the bond yield components

  • The role of ratings in financial markets

  • How equities are traded and valued

  • The main categories of funds and how they are managed

  • Fundamentals of derivatives and their applications



Click here for a customised offer.

Introduction to Fixed Income (1 day)

Foundation Course (1 day)

This course is intended to provide a comprehensive and up-to-date overview of fixed income instruments.

Specifically, participants will be able to:


  • Describe the key characteristics of debt securities

  • Define the concept of the yield curve and the credit curve

  • Compute and interpret different measures of bond yield

  • Understand the differences in various categories of bonds

  • Value bonds and calculate the dirty price, accrued interest and clean price on straight bonds using different conventions

  • Derive a spot (zero-coupon) curve from a given coupon curve

  • Identify the main factors that cause bond price sensitivity

  • Define the concept of Macaulay duration and Modified duration and describe its application for estimating a bond’s price change for a given variation in interest rate

  • Understand how bonds are issued in the primary market




Click here for a customised offer.

Equities Fundamentals (1 day)

Foundation Course (1 day)
This course is intended to provide a comprehensive and up-to-date overview of equities.

Specifically, participants will be able to:


  • Describe the key characteristics of equities

  • Understand how equities are traded and the roles of the different players

  • Value stocks using different valuation techniques

  • Define the different types of corporate actions equities can be subject to

  • Understand how ADRs and GDRs work




Click here for a customised offer.

Essentials of ABS and CDOs (1 day)

Intermediate Course (1 day)

This course is intended to provide a comprehensive and up-to-date overview of asset-backed securities (ABS) and collateralized debt obligations (CDOs).

Specifically, after this training, participants will be able to:


  • Describe the typical structure of a securitisation transaction

  • Identify the main types of ABS and CDOs and define their main characteristics

  • Understand the most recent market trends and perspectives

  • Understand the rationale for securitising asset

  • Identify the key players, their roles and responsibilities

  • Become familiar with structuring and due diligence issues and the resulting risks

  • Value ABS and CDOs

  • Understand the role of rating agencies and tranching models

  • Understand trading dynamics




Click here for a customised offer.

Advanced Analysis of Fixed Income Instruments (1 day)

Intermediate Course (1 day)


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Repos & Securities Lending (1 day)

Intermediate Course (1 day)


Click here for a customised offer.

Essentials of Structured Products (1 day)

Intermediate Course (1 day)

This course provides a comprehensive and concrete introduction to structured products. The course is tailored to be as practical as possible and is customized to reflect your company’s product offering.

Specifically, participants will be able to answer the following questions:


  • What are structured products?

  • What are the main categories?

  • What are the different coupon payoff types?

  • Which products should be chosen in a given context?

  • What are the main advantages of investing in such products?

  • What are the main risks?

  • How can they address investors’ needs

  • Is a structured product suitable for your client? How to assess suitability?



Click here for a customised offer.

Fundamentals of Forward & Futures (1 day)

Intermediate Course (1 day)

This course providesthe essentials of forward and futures contracts.

Specifically, participants will learn:


  • How derivative markets are organized and the different players around these markets

  • The difference between OTC derivatives and exchange-traded derivatives and the resulting implications

  • What forward contracts are and fundamentals of forward pricing

  • What futures contracts are and fundamentals of futures pricing

  • How forwards and futures are used in practice

  • The cash flows associated with forward and futures contracts: several illustrations are provided, including on foreign exchange forward, forward rate agreements (FRA), futures on long term interest rates, futures on short term interest rates, futures on indices and stocks

  • Operational aspects linked to forward and futures



Click here for a customised offer.

Fundamentals of Swaps (1 day)

Intermediate Course (1 day)

This course providesthe essentials of swap contracts.

Specifically, participants will learn:


  • How derivative markets are organized and the different players around these markets

  • The difference between OTC derivatives and exchange-traded derivatives and the resulting implications

  • What swap contracts are and their main characteristics

  • The main types of swaps and how they are used in practice

  • The cash flows associated with swap contracts: several illustrations are provided, including oninterest rate swaps, FX and cross-currency swaps, inflation-linked swaps, total return swaps and credit default swaps

  • How to value swaps

  • Operational aspects linked to swap contracts



Click here for a customised offer.

Fundamentals of Options (1 day)

Intermediate Course (1 day)

This course providesthe essentials of options contracts.

Specifically, participants will learn:


  • How derivative markets are organized and the different players around these markets

  • The difference between OTC derivatives and exchange-traded derivatives and the resulting implications

  • What option contracts are, their main features and payoff structures

  • Option valuation fundamentals and valuation frameworks (Binomial model, Black & Scholes model)

  • Risk parameters of options and “Greeks” (Delta, Vega, Gamma, Theta, Rho): what they mean and how they can be used

  • The cash flows associated with options contracts: several illustrations are provided, including on options on single stocks and indices, options on interest rates (Cap/Floor/Collar), options on notes (and options on futures on notes), swaptions

  • Operational aspects linked to options contracts



Click here for a customised offer.

FX products (1 day)

Intermediate Course (1 day)


Click here for a customised offer.

Essentials of Derivatives (3 days)

Intermediate Course (3 days)

This course is intended to provide a unifying framework for understanding the fundamentals underpinning derivatives markets and products. The course will be taught in a series of connected chapters that focus on applicable techniques, whilst remaining both analytically rigorous and accessible. Economic intuition behind the key theoretical concepts will be favoured.

Specifically, participants will learn:


  • How derivative markets are organized and the different players around these markets

  • The difference between OTC derivatives and exchange-traded derivatives and the resulting implications

  • The impact of new regulations on derivatives

  • How to use derivatives

  • How forwards and futures are used in practice and how to value them

  • The main features, associated cash-flows, applications and valuation issues for interest rate swaps, FX and cross-currency swaps, inflation-linked swaps, total return swaps and credit default swaps

  • Fundamentals of option valuation models

  • The main features and applications of a series of equity-linked, interest rate and foreign exchange options



Click here for a customised offer.

Advanced Analysis of Derivatives (2 days)

Advanced Course (2 days)


Click here for a customised offer.

CVA & LVA Fundamentals (1 day)

Advanced Course (1 day)

This course provides a detailed overview of credit value adjustment (CVA) and liquidity value adjustment (LVA) fundamentals.

More particularly, course participants will learn:


  • The main terms of ISDA and CSA contracts that are important for the CVA and LVA

  • What CVA and LVA are, their main parameters and how they are computed

  • What the impact of CVA and LVA on derivatives pricingis

  • The main issues banks are currently facing with CVA and LVA

  • The impact of the new regulation on CVA and LVA



Click here for a customised offer.

Financial Mathematics (2 days)

Foundation / Intermediate Course (2 days)

This course is intended to provide a solid background on mathematical applications in Finance and Banking. The course will be taught in a series of connected chapters that focus on theoretical fundamentals and applicable techniques, while remaining analytically rigorous and accessible. No particular pre-requisite is required for this training.

Specifically, participants will learn:


  • The time value of money and the different components of interest rates

  • The difference between simple and compounded rates, annual percentage rates and effective annual rates

  • How to calculate present values, future values, internal rates of return and yields

  • How annuities work and how they can be used

  • The different yield measures

  • How to derive zero-coupon rates from a coupon curve and how to use them for valuation purposes

  • Indicators of bond price sensitivity to interest rate movements, such as duration and convexity, and how they can be used

  • Fundamentals in statistics, including calculations of means, medians, variance, standard deviations, and correlations



Click here for a customised offer.

Introduction to General Accounting (3 days)

Foundation Course (3 days)

Participants will use a structured and systematic approach to learn accounting fundamentals. No particular prerequisites are needed to attend this course.

The course objective is to acquire cornerstone knowledge of:


  • The principles of accounting (double entries, balance sheet, profit and loss statement, non cash transactions)

  • The meaning of financial flows

  • The principles of financial analysis (the structure of a balance sheet, the usage of a few key ratios



Click here for a customised offer.

Finance for Non-Financial Professionals (3 days)

Foundation Course (3 days)


Click here for a customised offer.

Financial Statements Analysis (2 days)

Intermediate course (2 days)

Participants will use a structured and systematic approach to evaluate the quality of a company. This is a highly interactive workshop where case studies and exercises are used to illustrate key learning points.
A case study presentation will form part of the workshop allowing participants to apply the concepts acquired during the workshop to a real-life scenario. Participants are encouraged to be focused and concise in developing and articulating credit judgment.

Specifically, participants will learn to:


  • Apply a structured approach to assess the quality and creditworthiness of a borrower

  • Evaluate the risk profile of a company based on both qualitative and quantitative frameworks and tools

  • Use appropriate indicators, where available, to understand the business and financial risk profile of a company

  • Use a cash flow approach to assess a company's ability to service/refinance its existing or prospective debt



Click here for a customised offer.

Company Valuation Techniques & Application (2 days)

Intermediate Course (2 days)

This is a highly interactive workshop where case studies and exercises are used to illustrate key learning points.

Specifically, participants will learn:


  • Different corporate valuation techniques and their applications using Excel

  • Pros and cons of the different techniques

  • How to perform sensitivity analysis around key parameters affecting valuation

  • Qualitative factors affecting valuations

  • Specific issues to bear in mind when valuing companies


  • Click here for a customised offer.

How to build a business plan (2 days)

Intermediate Course (2 days)


Click here for a customised offer.

Financial Modelling in Excel (2 days)

Intermediate Course (2 days)

This is a highly interactive and computer-based practical training course, with case studies and worked examples.

Specifically, participants will learn how to:


  • Design and structure different models and translate them into Excel

  • Calculate free-cash-flow

  • Use Monte-Carlo simulations

  • Develop models incorporating risk, sensitivity, optimisation and forecasting using solver



Click here for a customised offer.

Portfolio Management and Investment Process (1 day)

Foundation / Intermediate Course (1 day)

The main objective of this course is to introduce the core concepts used to manage portfolios, to provide an understanding of the investment management process from beginning to end and to review the key challenges faced throughout this process.
The course starts with the principles of portfolio management and key concepts of risk, return and correlation for a portfolio. The course then takes a detailed look at the major asset classes commonly found in portfolios and how these instruments can be combined in an investment portfolio. Finally the course concludes with the fundamentals of performance measurement, risk management and investment styles.
The course is tailored to be as practical as possible.

Specifically, participants will:


  • Learn and apply the principles of portfolio management theory

  • Describe the key characteristics of the main asset classes (equities, fixed income, alternative investments, cash) and understand what drives return and risk for these asset classes

  • Be able to devise asset allocation strategies, in line with investors’ profiles and capital market expectations

  • Learn how to exploit market opportunities in the tactical allocation

  • Measure and interpret the performance of a portfolio

  • Understand classic portfolio risk measurement indicators and risk mitigation measures



Click here for a customised offer.

Introduction to Funds (0.5 day)

Foundation Course (0.5 day)

This course provides a comprehensive and concrete introduction to funds. The course is tailored to be as practical as possible and is customized to reflect your company’s product offering.

Specifically, participants will be able to answer the following questions:


  • What are the main categories of funds?

  • What is the Net Asset Value and how is it calculated?

  • How are funds traded?

  • How to interpret the performance of a fund?

  • Who are the different players around funds and what is their role?

  • What are the main advantages of investing in funds?

  • How can funds address investors’ needs

  • How to determine the investors’ investment profile?

  • What are the risks to which investors are exposed?



Click here for a customised offer.

Interpreting the economic Environment (1 day)

Foundation Course (1 day)

Understanding the macro economic environment is essential for understanding the environment in which individuals and companies operate, the challenges they will face, and the impact on the economy as a whole. A sound understanding of macro analysis, which provides such a relationship between the economy and capital markets (stock market, bond market, money market, etc), is also critical for properly advising customers in their capital markets activities and investments.
"Interpreting the Macro Environment" is a 1-day course that reviews the main macro economic variables and indicators, analyses the latest developments and explains the possible impacts on the real economy and on capital markets.


Click here for a customised offer.

Investment Operations Value Chain (1 day)

Foundation/intermediate Course (1 day)

In several organisations, the world of operations is not very well known and not sufficiently understood, while operational excellence is often key for successful institutions. For new joiners but also for more experienced staff, it is important to have a broader view of all the activities of operations in the value chain, to cut “silo thinking” and to understand what their colleagues are doing in other teams and what the consequences of operational incidents are on other teams further down the value chain.
This course is intended to provide a unifying framework for understanding how investment operations work.

Specifically, the objectives of this training are the following:


  • Distinguishing the different players around the asset management industry and defining their role in the context of your asset management activities

  • Understanding the trade process, from order input by portfolio managers (using front office tools) to settlement of the trade

  • Building a sound understanding of the different activities, processes and tasks performed by the different teams in the investment operations (reference data, corporate actions, collateral management, trade processing, reconciliation, performance measurement and analysis, etc)

  • Getting familiar with a few “jargon words”

  • Increasing staff motivation, cutting “silo thinking” approaches and stimulating internal mobility

  • Building awareness of operational risk considerations



Click here for a customised offer.

Fund Accounting (0.5 day)

Foundation/intermediate Course (0.5 day)


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Custodian (0.5 day)

Intermediate Course (0.5 day)


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Collateral Management in Asset Management (1 day)

Intermediate Course (1 day)

This course is intended to provide a unifying framework for understanding how collateral management works.

Specifically, the participants will learn:


  • The role and main benefits of collateral as a risk mitigation tool

  • How the current exposure and potential future exposure towards a counterparty is determined

  • Eligibility rules of collateral widely accepted by counterparties

  • How and at which frequency collateral is valued

  • How collateral is transferred from or to counterparties

  • The life-cycle and daily process of collateral management

  • Best practices for dispute resolution

  • The main terms of the ISDA and more particularly the Credit Support Annex

  • How to mitigate the main risks in the collateral management activity

  • The impact of new regulations on the activity



Click here for a customised offer.

Hedge Funds as Alternative Investments (1 day)

Intermediate Course (1 day)

Hedge funds are one of the fastest growing, yet probably least understood, sectors of the asset management industry. This course presents a detailed and comprehensive picture of the hedge fund industry.
The main objective of this course is to introduce the world of hedge funds. The course is tailored to be as practical as possible.

Specifically, participants will:


  • Review the main characteristics of hedge funds

  • Distinguish among the different types and styles of hedge funds

  • Explain who invests in hedge funds and why

  • Identify the issues and risks faced by hedge fund managers and hedge fund investors



Click here for a customised offer.

Islamic Finance as Alternative Investments (1 day)

Intermediate Course (1 day)


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Liability-Driven Investments for Pension Funds and Insurance Companies (1 day)

Advanced Course (1 day)

Liability-driven investment (LDI) is a portfolio management approach that matches the duration and cash flow profiles of portfolio assets to pension funds and insurance companies’ liabilities. This approach reduces risk, while allowing for surplus management into a return portfolio. LDI solutions have gained an increasing interest over the last years and led several asset management companies to offer mandates or funds solutions that comply with these principles.
After a general introduction to LDI and selected technical prerequisites, this course will explore the main LDI strategies, how they reflect in the asset allocation strategy, and the benefit they offer. Selected examples will also be discussed.


Click here for a customised offer.

Portfolio Performance Measurement & Attribution Analysis (1 day)

Advanced Course (1 day)


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Fundamentals of Risk Management in Asset Management (1 day)

Foundation Course (1 day)

This course provides a general introduction to risk management in asset management companies. The course covers the spectrum of issues in risk management and explains clearly the theory and practice of risk management at an introductory level, with an emphasis and focus on understanding the principles of risk management, while giving an overview of the more complex tools used.

More particularly, course participants will:


  • Analyse specific risk management frameworks and different types of risk

  • Build awareness of the specific risks such as credit, market, liquidity and operational

  • Explore the main risk measurement and risk management tools



Click here for a customised offer.

Fundamentals of Risk Management in Banks (1 day)

Foundation Course (1 day)


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Liquidity Risk Management (2 days)

Foundation/ Intermediate Course (2 days)

Participants will get familiar with:


  • Banks’ balance sheet structure, sources of liquidity and their level of vulnerability to liquidity risk

  • Liquidity risk indicators

  • Classic liquidity risk management techniques

  • The impact of liquidity management on fund transfer pricing

  • The roles of ALM and Treasury

  • The regulatory requirements for liquidity risk management

  • Liquidity stress testing and contingency planning

  • The challenges of building a successful framework for liquidity

  • The role of central banks in banks’ liquidity management



Click here for a customised offer.

Credit Risk Management (2 days)

Foundation/ Intermediate Course (2 days)


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Introduction to UCITS (0.5 day)

Foundation/ Intermediate Course (0.5 day)


Click here for a customised offer.

Introduction to EMIR (0.5 day)

Foundation/ Intermediate Course (0.5 day)


Click here for a customised offer.

Introduction to Short-Selling (0.5 day)

Foundation/ Intermediate Course (0.5 day)


Click here for a customised offer.

Introduction to MiFID II / MiFIR (0.5 day)

Foundation/ Intermediate Course (0.5 day)


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Regulation (UCITS, EMIR, Short-Selling, MiFID II) (1 day)

Foundation/ Intermediate Course (1 day)


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Regulatory Developments (0.5 day)

Foundation/ Intermediate Course (0.5 day)


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Basel III and CRR-CRDIV (1 day)

Foundation/ Intermediate Course (1 day)


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AIFMD (1 day)

Foundation/ Intermediate Course (1 day)


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Anti Money Laundering (0.5 day)

Foundation Course (0.5 day)

Preventing money laundering and terrorist financing is a key responsibility of all professionals of the financial sector. It is therefore essential that training in this activity be conducted regularly. This course provides participants with thorough information about the legal and prudential requirements, the required tasks and associated obligations, and ways to combat money laundering and terrorist financing effectively.

More specifically, participants will learn the following:


  • What money laundering and terrorist financing are

  • How it works and the typical transaction cycles of money laundering

  • Recommendations of the Financial Action Task Force (FATF or GAFI)

  • Legal and regulatory framework for the prevention of money laundering and terrorist financing

  • Specific professional obligations such as requirements to “know your customer”, to have a proper internal organization, to cooperate with authorities, to maintain professional secrecy

  • How to identify and manage suspicious transactions

  • Recent developments in the fight against money laundering and terrorist financing



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