July 2025

Investment Risk Management & Measurement Course Overview Observation number one: Not all Risk is bad. Too much risk aversion will likely result in missing out on upside opportunities. Risk management involves defining what level of risk is deemed acceptable & then striving to target those appropriate levels. However, Risk cannot be managed easily unless it can be measured. […]

Introducing Technical Analysing Course Overview Technical Analysis is the study of Investor behavior & its effect on the subsequent price action of Financial Instruments. There are many ways to display price charts. Each has its own benefits, but at the end of the day it is up to the individual to decide which provides the clearest visual picture

Introducing Discounted Cash Flow Modelling Course Overview Discounted Cash Flow modelling is probably the most heavily used tool in Corporate Finance & Equity Research teams worldwide. While powerful, they are subject to that old axiom ‘garbage in, garbage out’. Small changes in the inputs can result in large swings in the outputs– a prospective future value of

Intra Day Liquidity Objectives Participants will, by the end of the course, be able to: Explain the liquidity management structures of various key currency payment systems Demonstrate an understanding IDL & Risk. Apply how new B3 regulations will impact IDL management. Explain how the process of managing IDL vs. payment flows and position monitoring. Explain the

IFRS 17 Insurance Contracts Overview We are pleased to announce an Insurance Accounting training course. After a number of years, the International Accounting Standards Board (IASB) has now finalised the IFRS 17 insurance accounting standard. As with all regulation the objective is to implement it correctly but without tying up resources unnecessarily. IFRS 17 is the newestIFRS

IFRS (International Financial Reporting Standards) Who Should Attend Auditors Financial controllers Regulators Risk Managers Product Controllers Objectives New rules on impairment, hedge accounting and the classification of financial instruments are illustrated but the course focuses on practical implementation issues and the interaction of the accounting standards with the Basel Regulations. The classification and credit rating of loan instruments

IFRS (International Financial Reporting Standards) Who Should Attend Investment analysts Financial Analysts Accountants Portfolio Managers Securities Analysts Credit / Investment Analysts Pension Fund Managers Auditors Agenda Applying the International Financial Reporting Standards in Practice The IFRS Framework Interpretations of those standards Up to date current position Impact of new and expected changes There is a

How the Financial Markets Really Works Course Overview This programme offers an introductory insight into the mechanics of today’s global financial market place. Foreign Exchange, Bonds, Equities, Derivatives – they are not islands – everything is (electronically) inter-connected.It will be emphasizing the practical rather than theoretical & will unravel some of the mystique and jargon surrounding today’s financial

How to Lead an Effective Team Overview How interactively do you engage your people to ensure they have problem resolving support to keep things moving when they are having issues, that is leadership.It is not about giving directions. You are painting a vision that “What is the improved future that we want to create within this team?”

Green Finance & Climate Change Overview Against a background of social transition and economic change, understanding what green finance and climate risk mean will become increasingly relevant for financial service companies and investors managing future portfolio returns. This course examines the case for increasing portfolio exposure in green finance, why green finance and climate risk are increasing, how to