金融培训

金融培训

Finance and Accounting

客户评论

Corporate Governance

The whole day was just great and relaxed which really helped. All the printouts really helped.

Louise Mackrell - British Glass Manufacturers Confederation

A Practical Guide to Successful Pricing Strategies

I liked the reassurance that what I was doing was correct.

Andrea McManus- Royal Conservatoire of Scotland

Corporate Governance

Vajitha was engaging, very knowledgeable, clear and prepared

Cécile McNeil - Canadian Glycomics Network

Corporate Governance

She was very personable and presented a fluid delivery of the course material.

Karli Buckle - Canadian Glycomics Network

Compliance and the Management of Compliance Risk

real exemples of the trainer

Joana Gomes - Lifial

The Compliance and MLRO Refresher Programme

It was very good training, good pace, very comprehensive. 

Excellent course content, delivered very well. Actually enjoyed the training and was a very good brush up of knowledge.

Trainer, Richard was very good

Lisa Johansen - PAYS Services UK Limited

A Practical Guide to Successful Pricing Strategies

the exchange of ideas and the interactive nature of the conversations

Ian Reddall - Martin-Baker Aircraft Company

The Compliance and MLRO Refresher Programme

Audience participation was good and involving

Munice Khan - MasterCard/DataCash

Financial Markets

The lecturer is very knowledgeable and can substantiate theories with his own personal experiences.

Harry Estipona - Government Service Insurance System

A Practical Guide to Successful Pricing Strategies

Interesting and clear ideas and suggestions

Vincent van Walt - Van Walt Ltd

A Practical Guide to Successful Pricing Strategies

I liked the introduction of basic ideas

Kenny MacKinnnon- Royal Conservatoire of Scotland

金融大纲

代码 名字 时长 概览
ibsp Investment Banking: Introduction to Structured Products 21小时 Introduction to Structured Products The purpose of the course is to provide delegates with an introduction to the Structured Products used in investment banking. On completion of the course all delegates will have a working knowledge of the subject and will be able answer What are structured products? Why issue them? How do issuers and investors benefit? How do you structure and price a range of derivative products? What are the risks and costs of producing structured financial products? What are embedded derivatives? What are exotic options? What are the pricing and hedging considerations?
cbpst Corporate Banking: Products, Strategies and Trends 21小时 Background Despite the apparent demise of the “great” specialist investment banks, the services and skills of corporate and investment banking have neither been discarded nor have they disappeared. Both Goldman Sachs and Barclays Capital have proved beyond doubt that superb profits can be generated, IF you know what you are doing. Objectives This three- day workshop course is designed to provide corporate finance specialists and those involved in corporate finance and planning with a practical, hands-on appreciation of what is really happening in the market at present. It is not enough simply being familiar with a glossary of terms as many services have simply been withdrawn. This course will assist delegates to identify real client needs and show them how to offer sensible solutions that work. Methodology A combination of workshop style presentations using case studies and group discussions.
mrkfct Market Forecasting 14小时 Audience This course has been created for analysts, forecasters wanting to introduce or improve forecasting which can be related to sale forecasting, economic forecasting, technology forecasting, supply chain management and demand or supply forecasting. Description This course guides delegates through series of methodologies, frameworks and algorithms which are useful when choosing how to predict the future based on historical data. It uses standard tools like Microsoft Excel or some Open Source programs (notably R project). The principles covered in this course can be implemented by any software (e.g. SAS, SPSS, Statistica, MINITAB ...)
stockexin Stock Exchange and Investment 7小时 This training is designed for anyone who is interested in the stock exchange and investment. It intends to make people understand the technicalities with simple examples. This course will explain how the stock exchange works in relation to the London Stock Exchange. It guides you through the history of LSE and other Stock Exchanges. The participant will get familiar with financial site of LSE, how the share prices are calculated and what derivatives are and how the stock exchange is regulated by the government. This course does NOT advise you what to invest in!
complcn1 Management of Compliance Risk in China 21小时 Audience All staff who need a working knowledge of Compliance and the Management of Risk for companies doing business in People's Republic of China. It can be tailored to deal with specific regional laws (e.g. company head-quartered in Germany but operating in China). Format of the course A combination of: Facilitated Discussions Slide Presentations Case Studies Examples Course Objectives By the end of this course, delegates will be able to: Understand the major facets of Compliance and the national and international efforts being made to manage the risk related to it Define the ways in which a company and its staff might set up a Compliance Risk Management Framework Detail the roles of Compliance Officer and Money Laundering Reporting Officer and how they should be integrated into a business Understand some of the other “hot spots” in Financial Crime – especially as they relate to International Business, Offshore Centres and High-Net-Worth Clients
forexcurmkt Foreign Exchange and the Currency Markets for Business 7小时 The course has been created for business people exposed to risks related to currency exchange. Importers, exporters, people sending monies abroad and all other people interested how the currency market works. This course explains the workings of the Foreign Exchange Markets for information ONLY and does NOT provide Investment Advice!
fixincom Introduction to Fixed Income 14小时 The Introduction to Fixed Income training course is an overview of the fixed income securities designed for anyone seeking a solid understanding of fixed income securities and financial markets.
pricestrat A Practical Guide to Successful Pricing Strategies 7小时 Why should you attend? We live and work in an increasingly global market which offers opportunities at every turn which we need to take. However, with those opportunities come increased competition and most of the complexities remain in place. Knowing the best ways to find and select the most suitable and competitive price for your product or services is crucial to the success and growth of any business. The knowledge, techniques and strategies that you gain during our training will enable you to increase profitability and effectiveness of your business. Turning theory into practice: The purpose behind this 1-day training course is to simplify and explain the successful strategies of pricing. You’ll leave our event more confident and more positive to continue and expand your business. We will provide you with the strategies and the best practice examples to improve and expand your knowledge about pricing and to make your plans and targets come true. Who should attend? This course is designed for sales managers, marketing managers, product managers, account managers, pricing analysts & managing directors. This course is also vital for executives who are new to pricing or who have limited experience of the subject.
structprods Overview of Structured Products 14小时 Structured products are investments comprised of multiple components.
pdifinc Preventing, Detecting and Investigating Financial Crime 14小时 Audience The course should be attended by staff handling all financial transactions, particularly the receipt and transfer of client funds and should include Managers and staff in: Operational and Processing areas Financial and Product Control Sales, Marketing and Business Development Treasury and Risk Management Audit, Internal Control and Compliance …as well as all Senior / Middle Management concerned about Financial Crime Format of the course A combination of: Facilitated Discussions Slide Presentations Case Studies Examples By the end of the course, delegates will be able to: Understand the latest legislative and regulatory developments, at the national and international levels, on Financial Crime Assess the impact of these developments on a bank’s strategy, regulatory-risk management, and client relations Recognise “red flags” for new, rapidly changing, and forms of Financial Crime – and be able to react to them Devise appropriate risk controls, compliance strategies, and early-detection mechanisms.
CRS CRS: Getting Started with Foreign Financial Reporting and Automatic Exchange of Information 14小时 The Common Reporting Standard (CRS) is an OECD standard which calls on international jurisdictions to obtain information from their financial institutions and automatically exchange that information with other jurisdictions on an annual basis. The Standard requires all reports to be sent electronically in a format known as CRS XML. To resolve errors related to file preparation and incomplete or inaccurate record information, the CRS Status Message XML Schema was created to check for file and record errors in the CRS XML Schema file. In this training, participants will learn the basic structure of the CRS XML Schema and CRS Status Message XML Schema steps for processing these files steps for converting Excel files to XML schema files steps for filing with their respective jurisdiction Audience Financial institution managers Regulatory compliance managers and consultants Tax administrators IT support engineers Format of the course Part lecture, part discussion, exercises and heavy hands-on practice
corpgov Corporate Governance 7小时 Audience All staff needing a working knowledge of Corporate Governance for their organisation Format of the course A highly-interactive combination of: Facilitated Discussions Slide Presentations Examples Exercises Case Studies
chaincore Chain Core: Issue Financial Assets on Permissioned Blockchain Infrastructure 7小时 Chain Core is an open-source platform written in Go that allows finance companies to operate a Blockchain network or connect to other networks for the purpose of transferring financial assets over the Blockchain. In this instructor-led, live training, participants will learn the core principles behind Blockchain and the distributed ledger as they build a prototype Blockchain network using Chain Core Developer Edition. By the end of this training, participants will be able to: Operate and participate in a permissioned blockchain network Understand Chain Core's key concepts, including its cryptographically-secured multi-asset shared ledger Issue digital assets directly to custodians, who can then transfer them to each other in real time with no transactional intermediary Issue digital assets that represent units of value such as currencies, bonds, securities, IOUs, or loyalty points Is Chain's high-level language, Ivy, and Ivy Playground, to express contracts that protect value on a blockchain. Audience Developers Format of the course Part lecture, part discussion, exercises and heavy hands-on practice
compmlro The Compliance and MLRO Refresher Programme 7小时 The Compliance and MLRO Refresher Programme examines the key risk management issues and topics that are of vital importance in today’s highly-regulated environment. As well as being targeted at Compliance Officers, MLROs, MLCOs and other risk management professionals it is also aimed at members of senior management and board members keen to know more about what to expect from the risk control functions within their organisations. The Programme is lectured by subject-matter-expert from the UK. The key learning objective of the Programme is to equip attendees with sufficient knowledge to assess objectively the adequacy of their organisation’s existing risk management controls and practices and to make appropriate enhancements.
gnucash GnuCash for Business Accounting 7小时 GnuCash is an open-source, double-entry financial accounting application. In this instructor-led, live training, participants will learn how to use GnuCash to manage business accounting and finance projects and tasks. By the end of this training, participants will be able to: Manage financial and accounting tasks including invoicing, billing, payments, VAT, reporting, etc. Track bank accounts, stocks, income, and expenses Track multiple accounts in a multiple-department business Use GnuCash to manage multi-currency business accounts Audience Accountants Bookkeepers Business owners Format of the course Part lecture, part discussion, exercises and heavy hands-on practice
amlctf Anti-Money Laundering (AML) and Combating Terrorist Financing (CTF) 14小时 Audience All Senior Management who need a working knowledge of AML / CTF and their prevention – and an awareness of the other relevant and current Financial Crime issues; Format of the course A combination of: Facilitated Discussions Slide Presentations Case Studies Examples Course Objectives By the end of this course, delegates will be able to: Explain how AML and CTF might be prevented Understand the major facets of AML and CTF as they apply to their companies and the national and international efforts being made to combat them Define the ways in which a company and its staff should protect themselves against the risks of Money Laundering and Terrorist Financing Detail how a company might become a target for Money Laundering and Terrorist Financing: and explain which “red flags” might help them to identify, prevent and report any (suspicious or actual) criminal activity Understand some of the other “hot spots” in Financial Crime
exceladvreporting Excel for Advanced Financial Reporting 7小时 In this instructor-led, live training, participants will learn how to use Excel to optimize the reporting process for financial statements. By the end of this training, participants will be able to: Optimize the report creation process Prepare data for Pivot Tables and formula-based reports Import data from various data sources using Open Database Connectivity (ODBC) and Online Analytic Processing (OLAP) Use Tables and PivotTables to create financial reports and analyses Automate the processes involved in reporting Build validation structures into spreadsheet reports Master Excel shortcuts for formatting financial reports Implement Excel templates to improve productivity Reduce errors, simplify reporting processes and improve the quality of reports Audience Experienced Excel user Accounting professionals Financial professionals Format of the course Part lecture, part discussion, exercises and heavy hands-on practice Note This course can be taught using different versions of excel (Excel 2007, Excel 2010, etc.). To request a specific version, please contact us to arrange.
lendapp Lending Applications 21小时 Audience Corporate Lending Staff requiring an understanding of financial statements All Managers requiring an awareness of the information contained within financial statements; how that information is presented; and how that information is interpreted Corporate and Personal Lending Staff needing to analyse financial information provided to them – and arrive at reasoned decisions Support staff responsible for gathering and interpreting information for the lending managers Staff responsible for the management of bad and doubtful debts who need a working knowledge of the decision-making process which led to the lending being made Format of the course A combination of: Facilitated Discussions Slide Presentations Case-Studies and Examples
excelfin Financial analysis in Excel 14小时 During the training, will present the issues of financial analysis using the advanced features of Excel. This course is intended for financial analysts, accountants and all those who want to expand their skills spreadsheet with issues of financial analysis.
crmcl Credit Risk Management for Consumer Lending 21小时 Audience Newly-appointed Personal Lending Managers Support staff responsible for gathering and interpreting information for the lending managers Staff responsible for the management of bad and doubtful debts who need a working knowledge of the decision-making process which led to the lending being made Lending to Personal Customers – Consumer Lending – demands a high-level of skill in the assessment of individual lending proposals. In many cases it has none of the sources of financial information traditionally associated with Corporate Lending – Balance Sheets, Profit & Loss Accounts etc. – and relies more on the trust and rapport built up between the customer and the lender. By the end of this course lenders to Personal Customers will be able to: Understand the process for assessing lending propositions from Personal Customers Utilise that process to come to a logical decision to agree to the loan or to decline it with robust reasons Manage and control a Personal Lending portfolio to ensure, as far as possible, that all loans are repaid in full. (Remembering that there’s no completely risk-free lending…!) Build rapport with customers to (try to!) ensure that all their loans are fully repaid
pythonfinance Python用于财务工作 35小时 Python是一门在金融行业拥有巨大声望的编程语言。最大的投资银行和对冲基金正在使用它来构建包括核心交易项目及风险管理系统在内的广泛的金融应用。 在这一由讲师引导的现场培训中,参与者将学习如何使用Python开发实际的应用程序以解决一些特定的财务相关的问题。 在本次培训结束后,参与者将能够: 了解Python编程语言的基础知识 下载、安装和维护用Python创建财务应用程序的最佳开发工具 选择和利用最合适的Python软件包和编程技术来组织、可视化和分析从各种来源(CSV、Excel、数据库、网站等)得来的财务数据。 构建解决资产配置、风险分析、投资绩效等相关问题的应用程序 故障排除、集成部署和优化他们的应用程序 受众 开发人员 分析师 宽客 课程形式 部分讲座、部分讨论、练习和大量实操 注意事项 该培训旨在为金融专业人士所面对的一些原则问题提供解决方案。但是,如果您有一个特定的主题、工具或技术想要附加或详细说明,请联系我们以作安排。
credapp Credit Appraisal 21小时 Audience Staff requiring an understanding of financial statements including an awareness of the information contained within financial statements; how that information is presented; and how that information is interpreted Staff who analyse financial information provided to them and arrive at reasoned decisions Support staff responsible for gathering and interpreting information for lending managers Staff responsible for the management of bad and doubtful debts who need a working knowledge of the decision-making process which led to the lending being made Format of the course A combination of: Facilitated Discussions Slide Presentations Case-Studies and Examples By the end of the course, delegates will be able to: Interpret financial information presented by clients Arrive at a reasoned decision for granting (or refusing) a client’s lending proposal For Corporate Clients and Small Business Clients Define an acceptable monitoring and control process for client activity once the lending has been granted Understand how to structure a lending to give maximum available protection to the bank Explain how to spot adverse client activity – deliberate or unforeseen – which may indicate problems in repaying the lending Undertake the proper process to ensure that, a far as is possible, the bank’s asset – its lending – is repaid in full
rforfinance R Programming for Finance 28小时 R is a popular programming language in the financial industry. It is used in financial applications ranging from core trading programs to risk management systems. In this instructor-led, live training, participants will learn how to use R to develop practical applications for solving a number of specific finance related problems. By the end of this training, participants will be able to: Understand the fundamentals of the R programming language Select and utilize R packages and techniques to organize, visualize, and analyze financial data from various sources (CSV, Excel, databases, web, etc.) Build applications that solve problems related to asset allocation, risk analysis, investment performance and more Troubleshoot, integrate deploy and optimize an R application Audience Developers Analysts Quants Format of the course Part lecture, part discussion, exercises and heavy hands-on practice Note This training aims to provide solutions for some of the principle problems faced by finance professionals. However, if you have a particular topic, tool or technique that you wish to append or elaborate further on, please please contact us to arrange.
rcbd Retail and Commercial Banking Delivery Channel Masterclass 21小时 Audience The course is suitable for all Senior Managers who require an in-depth, strategic understanding of: Retail and Commercial Banking Delivery Channels Relationship Management: Bank to Customer; Management to front-line staff Change Management Format of the course The course is delivered using a stimulating combination of: Slide presentations Facilitated Discussions and Exercises and Case Studies By the end of the course, delegates will be able to: Explain the strategic elements comprising Retail and Commercial Banking Define and understand in detail the integrated strategy requirements of: Premises location and design Delivery Channels – the different ways that customers can interact with the bank Product creation, marketing and selling Customer segments and experiences Staff recruitment, training and performance development Understand the process for developing new Products from need-identification through to delivery to clients Explain the vital importance of all creating, developing and enhancing all relationships particularly: The relationship between the bank and its customers The relationship between the Bank’s management and staff in delivering excellent customer service linked to achieving targets Apply the universally-accepted Change Management principles Appreciate the “International Dimension” of Retail and Commercial Banking which customers demand in today’s highly flexible market-place
mancomprisk Compliance and the Management of Compliance Risk 21小时 Audiance All staff who need a working knowledge of Compliance and the Management of Risk Format of the course A combination of: Facilitated Discussions Slide Presentations Case Studies Examples Course Objectives By the end of this course, delegates will be able to: Understand the major facets of Compliance and the national and international efforts being made to manage the risk related to it Define the ways in which a company and its staff might set up a Compliance Risk Management Framework Detail the roles of Compliance Officer and Money Laundering Reporting Officer and how they should be integrated into a business Understand some of the other “hot spots” in Financial Crime – especially as they relate to International Business, Offshore Centres and High-Net-Worth Clients
finmrkts Financial Markets 14小时 This introductory course will provide participants with a first class and detailed working knowledge of the key financial markets, their purpose, function, main activities and their regulation. It is intended to be part refresher, part educational and part challenging so that all delegates will derive the maximum benefit from it. Feedback and discussion will be actively encouraged throughout the sessions which are intended to be interactive not just reactive and factual. The primary function is to ensure that by completion, all course delegates will be much better equipped to deal with clients and their ongoing needs and to put into context the services and markets in which they are trading and participating.

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