Corporate Training

E-Learning Course List

C08 Budgeting & Financial Management
  • Budgeting - An Introduction
  • Preparing & Controlling a Budget
  • Cash Management
  • Credit Management
  • Financial Planning
  • Working Capital Management
Budgeting and Financial Management - Assessment
C09 Building Blocks
  • Interest Calculations
  • Time Value of Money
  • NPV & IRR
  • Probability
  • Distributions & Hypothesis Testing
  • Estimating Volatility
  • Correlation & Regression Analysis
  • Calculus
  • Indices, Exponents, Logs, & Geometric Series
Building Blocks - Assessment
C10 Building Blocks in Excel
  • Excel Interactive - Logs
  • Excel Interactive - Measures of Central Tendency
  • Excel Interactive - Volatility
  • Excel Interactive - Normal Distribution
  • Excel Interactive - Skewness & Kurtosis
  • Excel Interactive - Covariance & Correlation
  • Excel Interactive - Regression Analysis
C11 Business of Banking
  • Business of Investment Banking
  • Business of Retail Banking
Building Blocks - Assessment
C14 Commodities
  • Commodities - An Introduction
  • Commodities – Trading
  • Commodities - Gold & Other Precious Metals
  • Commodities - Oil
  • Commodities - Natural Gas
  • Commodities - Coal
  • Commodities - Electricity
  • Commodities - Non-Ferrous Metals
  • Commodities - Ferrous Metals
  • Commodities - Grains & Oilseeds
  • Commodities - Livestock
  • Commodities - Softs
  • Commodities – Emissions
Commodities - Assessment
C16 Corporate Finance
  • Corporate Finance - An Introduction
  • Corporate Finance - Measuring Business Performance - Free Cash Flow
  • Corporate Finance - Measuring Business Performance - Economic Profit
  • Corporate Finance - Cost of Capital
  • Corporate Finance - Capital Budgeting
  • Dividend Policy
  • Mergers & Acquisitions (M&A)
  • Corporate Finance - Acquisition Analysis
Corporate Finance - Assessment
C17 Corporate Governance
  • Corporate Governance - An Introduction
  • Corporate Social Responsibility (CSR) - An Introduction
Corporate Governance – Assessment
C18 Corporate Valuation
  • Corporate Valuation - An Introduction
  • Corporate Valuation - Trading Comparables
  • Corporate Valuation - Transaction Comparables
  • Corporate Valuation - DCF Analysis
  • Corporate Valuation - LBO Analysis
  • Excel Interactive - Building an LBO Model
  • Corporate Valuation - Merger Analysis
  • Excel Interactive - Building a Merger Model
Corporate Valuation - Assessment
C19 Credit Analysis
  • Credit Analysis - An Introduction
  • Credit Analysis - Balance Sheet Analysis
  • Credit Analysis - Income Statement Analysis
  • Credit Analysis - Cash Flow Analysis
  • Credit Analysis - Performance & Other Measures
  • Credit Analysis - Forecasting
  • Credit Analysis - Other Factors
  • Scenario - Performing a Credit Analysis
Credit Analysis – Assessment
C20 Credit Derivatives
  • Credit Derivatives - An Introduction
  • Credit Derivatives - Single-Name CDS
  • Credit Derivatives - CDS Indices
  • Credit Derivatives - CDS Valuation
  • Credit Derivatives - CDS Documentation & Settlement
  • Credit Derivatives - Variations
  • Scenario - CDS Relative Value Trading
Credit Derivatives - Assessment
C21 Credit Risk Appetite
  • Credit Risk Appetite - An Introduction
  • Credit Risk Appetite - Customer & Industry Risk
  • Credit Risk Appetite - Product & Country Risk
Credit Risk Appetite - Assessment
C22 Credit Risk Customer Management
  • C22 Credit Risk Customer Management
  • Credit Risk Customer Management - An Introduction
  • Credit Risk Customer Management - Credit Facilities
  • Credit Risk Customer Management - Structuring Credit Facilities
  • Credit Risk Customer Management - Covenants & Credit Decisions
Credit Risk Customer Management - Assessment
C23 Credit Risk Management
  • Credit Risk Measurement - An Introduction
  • Credit Risk Measurement - PD & Risk Rating
  • Credit Risk Measurement - EAD & LGD
  • Credit Risk Measurement - Capital Calculations
  • Credit Risk Measurement - Models
Credit Risk Measurement - Assessment
C24 Credit Risk Measurement
  • Credit Risk Measurement - An Introduction
  • Credit Risk Measurement - PD & Risk Rating
  • Credit Risk Measurement - EAD & LGD
  • Credit Risk Measurement - Capital Calculations
  • Credit Risk Measurement - Models
Credit Risk Measurement - Assessment
C25 Credit Risk Mitigation
  • Credit Risk Mitigation - An Introduction
  • Credit Risk Mitigation - Collateralization
  • Credit Risk Mitigation - Other Types of Mitigant
  • Credit Risk Mitigation - Management & Realization
Credit Risk Mitigation - Assessment
C26 Custody
  • Role of a Custodian
  • Role of a Custodian in Trade Processing & Settlement
  • Corporate Actions - An Introduction
  • Corporate Actions - Major Types
  • Registrar & Transfer
Custody - Assessment
C28 Economic & Technical Analysis
  • Economic Indicators - An Introduction
  • Economic Indicators - National Accounts
  • Economic Indicators - Business Cycles
  • Economic Indicators - Inflation & Employment
  • Technical Analysis - An Overview
  • Technical Analysis - Charting
  • Technical Analysis - Tools & Techniques
Economic & Technical Analysis - Assessment
C29 Emerging Markets
  • Emerging Markets - An Introduction
  • Emerging Markets - China
Emerging Markets - Assessment
C30 Equities
  • Equities - Trading
  • Dark Pools
  • Algorithmic Trading
  • High Frequency Trading (HFT)
  • Equity Program Trading
  • Equities - Research & Valuation
  • Equities - Returns-Based Valuation
  • Equity Portfolio Management - Risk & Return
  • Equity Portfolio Management - Indices & Hedging
  • Margin
  • US Equity Market
  • UK Equity Market
  • European Equity Markets
  • Hong Kong Equity Market
  • Singapore Equity Market
  • Canadian Equity Market
  • Japanese Equity Market
Equities - Assessment
C31 Equity Derivatives
  • Equity Derivatives - An Introduction
  • Equity Derivatives - Types
  • Convertibles - An Introduction
  • Convertibles - Introduction to Convertible Valuation
  • Contingent Convertibles (CoCos)
  • Warrants - An Introduction
  • Warrants - Pricing
  • Equity Derivatives - Equity Index Swaps
Equity Derivatives - Assessment
C32 Exchange-Traded Funds (ETFs)
  • Exchange-Traded Funds (ETFs) - An Introduction
  • Exchange-Traded Funds (ETFs) - Types
  • Primer - Smart Beta
Exchange-Traded Funds (ETFs) - Assessment
C33 Exotic Options
  • Options - Exotic Options
  • Options - Barrier Options
  • Options - Average Rate Options
  • Options - Basket & Spread Options - An Introduction
  • Options - Basket Options - Evaluation & Evolution
Exotic Options - Assessment
C35 Fixed Income
  • Bond Prices & Yields
  • Duration & Convexity
  • Fixed Income - Credit Risk
  • Eurobonds - An Introduction
  • Eurobonds - Issuing & Investing
  • Floating Rate Notes (FRNs)
  • US Bond Market
  • UK Bond Market
  • European Bond Markets
  • Japanese Bond Market
  • Canadian Bond Market
  • Bond Strategies – Fundamentals
Fixed Income - Assessment
C36 Fixed Income Analysis
  • Bond Futures
  • Bond Futures Basis
  • Basis Trading
  • Zero-Coupon Bonds
  • High Yield Debt
  • Bond Hedging with Options
  • Bond Hedging with Swaps
  • Relative Value Trading - An Introduction
  • Relative Value Trading - Strategies & Risks
Fixed Income Analysis - Assessment
C37 Foreign Exchange
  • The Foreign Exchange Business
  • FX Spot Market - An Introduction
  • FX Spot Market - Trading
  • FX Forward Market - An Introduction
  • FX Forward Market - Calculating Swap/Forward Points & Cross Rates
  • FX Forward Market - Uses of Outrights & FX Swaps
  • FX Forward Market - Short-Dated Outrights & FX Swaps
  • FX Forward Market - Cross-Currency Borrowing & Investing
  • FX Forward Market - FX Swap Trading
  • FX Forward Market - Non-Deliverable Forwards (NDFs)
  • Foreign Exchange - Factors Influencing Exchange Rates
  • Scenario - Using FX Swaps & Outrights for Cash Flow Management
Foreign Exchange - Assessment
C38 Forwards & Futures
  • Forwards & Futures - Pricing
  • Futures Markets
  • Forwards & Futures - Hedging (Part I)
  • Forwards & Futures - Hedging (Part II)
  • Forwards & Futures - Trading
  • Money Market Futures
Forwards & Futures - Assessment
C39 Hedge Funds
  • Hedge Funds - An Introduction
  • Hedge Funds - Investing
  • Hedge Funds - Strategies
Hedge Funds - Assessment
C40 Inflation-Linked Instruments
  • Inflation-Linked Instruments - An Introduction
  • Inflation-Linked Instruments - Pricing
Inflation-Linked Instruments - Assessment
C41 Interest Rate & Currency Swap Fundamentals
  • Swaps - Applications
  • Swaps - Applications for Corporates
  • Swaps - Applications for Institutional Investors
  • Swaps - Pricing & Valuation (Part I)
  • Swaps - Pricing & Valuation (Part II)
  • Swaps - Credit Exposure
  • Swaps - Documentation & Settlement
  • Swaps - Book Management
Interest Rate & Currency Swap Fundamentals - Assessment
C42 Interest Rate & Currency Swap Structures
  • Swaps - Currency Swaps
  • Swaps - In-Arrears Swaps
  • Swaps - Constant Maturity Swaps
  • Swaps - Forward, Amortizing, & Zero-Coupon Swaps
  • Swaps - Asset Swaps - An Introduction
  • Swaps - Asset Swaps - Pricing
  • Swaps - Differential Swaps
  • Swaps - Overnight Indexed Swaps
Interest Rate & Currency Swap Structures - Assessment
C43 Interest Rate & FX Options
  • Caps & Floors - An Introduction
  • Caps & Floors - Pricing
  • Caps & Floors - Chooser & Double-Strike Structures
  • Swaptions
  • Callable Bonds
  • Bermudan Swaptions
  • Interest Rate Volatility
  • Options - Managing an Interest Rate Option Book
  • FX Option Trading
Interest Rate & FX Options - Assessment
C44 Introduction to Asset Management
  • Investment - An Introduction
  • Asset Management - An Introduction
  • Asset Allocation - An Introduction
  • Primer - Factor-Based Investing
Introduction to Asset Management - Assessment
C45 Introduction to Credit Risk
  • Credit Risk - An Introduction
  • Credit Risk - Types
  • Credit Risk - Measurement & Capital Requirements
  • Credit Risk - Lessons from the Financial Crisis
Introduction to Credit Risk – Assessment
C46 Introduction to Derivatives
  • Derivatives - An Introduction
  • Derivatives - Markets
  • orwards & Futures - An Introduction
  • Swaps - An Introduction
  • Options - An Introduction
  • Scenario - Using Derivatives in Hedge Fund Strategies
Introduction to Derivatives - Assessment
C47 Introduction to Financial Markets
  • Financial Markets - An Introduction
  • Money Markets - An Introduction
  • Foreign Exchange (FX) Market - An Introduction
  • Bond Markets - An Introduction
  • Bond Markets - Issuing & Trading
  • Equity Markets - An Introduction
  • Equity Markets - Issuing
Introduction to Financial Markets - Assessment
C48 Introduction to Macroeconomics
  • Macroeconomics - Gross Domestic Product (GDP)
  • Macroeconomics - Monetary Policy
  • Macroeconomics - Fiscal Policy
  • Macroeconomics - Inflation
  • Macroeconomics - Unemployment
  • Macroeconomics - Balance of Payments
Introduction to Macroeconomics - Assessment
C49 Investment Companies (US)
  • Mutual Funds (US) - An Introduction
  • Mutual Funds (US) - Investing
  • Closed-End Funds & Unit Investment Trusts (US)
Investment Companies (US) - Assessment
C51 Islamic Banking & Finance
  • Islamic Banking & Finance - An Introduction
  • Islamic Banking & Finance - Financial Instruments
  • Islamic Money & Capital Markets
  • Sukuk Market
  • Islamic Banking & Finance - Wealth Management
Islamic Banking & Finance - Assessment
C52 Life of a Trade
  • Life of a Trade - An Introduction
  • Life of a Trade - Pre-Trade
  • Life of a Trade - Execution
  • Life of a Trade - Clearing & Settlement
  • Life of a Trade - Ongoing Position & Risk Management
  • Scenario - The Trade Lifecycle in Action
Life of a Trade - Assessment
C54 Money Markets
  • Interbank Market
  • Interest Rates & Benchmarks
  • Money Market Securities - An Introduction
  • Money Market Securities - Pricing
  • Repurchase Agreements (Repos)
  • Money Market Funds
  • Bank Funding & Position Management
  • Scenario - A Day in the Life of a Money Market Trader
Money Markets - Assessment
C55 Municipal Bonds (US)
  • Municipal Bonds (US) - An Introduction
  • Municipal Bonds (US) - Types
  • Municipal Bonds (US) - Investing
  • Municipal Bonds (US) - Primary & Secondary Markets
Municipal Bonds (US) - Assessment
C56 Options(US)
  • Options - Introduction to Option Valuation
  • Options - Future Asset Prices & Volatility
  • Options - Replication, Risk Neutrality, & Black-Scholes
  • Options - Beyond Black-Scholes
  • Options - Greeks (Part I)
  • Options - Greeks (Part II)
  • Options - Trading Strategies
  • Options - Managing an Option Portfolio
Options - Assessment
C57 Portfolio Theory
  • Market Efficiency - The Concept
  • Market Efficiency - The Evidence
  • Portfolio Theory - The Markowitz Model
  • Portfolio Theory - Single-Index & Multi-Index Models
  • Portfolio Theory - The Capital Asset Pricing Model (CAPM)
  • Portfolio Theory - Arbitrage Pricing Theory (APT)
  • Portfolio Theory - Performance Measurement Models
  • Portfolio Management - Passive & Active Strategies
Portfolio Theory - Assessment
C58 Prime Brokerage
  • Prime Brokerage - An Introduction
  • Prime Brokerage - The Prime Broker's Viewpoint
  • Prime Brokerage - The Institution's Viewpoint
Prime Brokerage - Assessment
C60 Project Finance
  • Project Finance - An Introduction
  • Project Finance - Deal Structuring
Project Finance - Assessment
C63 Real Estate
  • Real Estate - An Introduction
  • Real Estate - Investing
  • Real Estate – Valuation
Real Estate - Assessment
C64 Regulatory Environment
  • Banking Regulation - An Introduction
  • Basel II & Basel 2.5
  • Basel III - An Introduction
  • Basel III - Capital
  • Basel III - Risk Coverage
  • Basel III - Liquidity & Leverage
  • Basel III - Pillar 2 & Pillar 3
  • Financial Authorities (US)
  • Financial Authorities (UK) - PRA & FCA
  • Financial Authorities (UK) - Bank of England
  • Financial Authorities (Europe)
  • Financial Authorities (Asia)
  • Markets in Financial Instruments Directive (MiFID)
  • Primer - MiFID II/MiFIR
  • Dodd-Frank Act - An Overview
  • Foreign Account Tax Compliance Act (FATCA)
  • European Market Infrastructure Regulation (EMIR)
  • Undertakings for Collective Investment in Transferable Securities (UCITS)
  • Alternative Investment Fund Managers Directive (AIFMD)
Regulatory Environment - Assessment
C66 Risk Management
  • Risk Management - An Introduction
  • Risk - Measurement & Management
  • Interest Rate Risk - Identification & Measurement
  • Interest Rate Risk - Management
  • Market Risk - Identification & Measurement
  • Market Risk - Management & Regulation
  • Liquidity Risk - Identification & Measurement
  • Liquidity Risk - Management & Regulation
  • Counterparty Credit Risk (CCR) - An Introduction
  • Counterparty Credit Risk (CCR) - Measurement
  • Counterparty Credit Risk (CCR) - Management
  • Operational Risk - Identification & Measurement
  • Operational Risk - Management & Regulation
  • Stress Testing - An Introduction
  • Risk Management for Senior Executives
Risk Management - Assessment
C68 Securities Lending
  • Securities Lending - An Introduction
  • Securities Lending - Structures, Risks, & Documentation
Securities Lending - Assessment
C69 Securitization
  • Securitization - An Introduction
  • Securitization - Mortgage-Backed Securities (MBS)
  • Securitization - European Mortgage-Backed Securities
  • Securitization - Commercial Mortgage-Backed Securities
  • Securitization - Asset-Backed Securities (ABS)
  • Securitization - Credit Card ABS
  • Securitization - CDOs - An Introduction
  • Securitization - CDOs - Structures & Ratings
Securitization - Assessment
C71 Socially Responsible Investing (SRI)
  • Socially Responsible Investing (SRI) - An Introduction
  • Green Investing - An Introduction
Socially Responsible Investing (SRI) - Assessment
C73 Structured Derivative Notes & Swaps
  • Range Accrual Structures
  • Inverse FRNs
  • Capped & Collared FRNs
  • Trigger Structures
  • Power Reverse Dual Currency (PRDC) Notes
  • Target Redemption Notes (TARNs)
  • CMS Option Structures
Structured Derivative Notes & Swaps - Assessment
C76 Trade Finance
  • Trade Finance - An Introduction
  • Open Account Trading
  • Documentary Collections
  • Letters of Credit - An Introduction
  • Letters of Credit - Types
  • UCP 600
  • Export Finance
  • Structured Trade Finance
  • Trade Finance Security
  • Incoterms 2010
Trade Finance - Assessment
C78 Transaction Banking
  • Transaction Banking - An Introduction
  • Transaction Banking - Payments Services
  • Transaction Banking - Cash Management Services
  • Transaction Banking - Regulatory Influences
Transaction Banking - Assessment
C80 Understanding the Corporate Banking Business
  • Corporate Banking - An Introduction
  • Corporate Banking - Marketplace
  • Corporate Banking Products - An Introduction
  • Corporate Banking Relationship Management - An Introduction
  • Corporate Banking Relationship Management in Practice
Understanding the Corporate Banking Business - Assessment
C82 Value at Risk (VAR)
  • VAR - An Introduction
  • VAR - Variance-Covariance Approach
  • VAR - Monte Carlo Simulation
  • VAR - Historical Simulation & Other Issues
Value at Risk (VAR) - Assessment
C83 Yield Curves
  • Building a Yield Curve
  • Futures - Building a Yield Curve (Even Periods)
  • Futures - Building a Yield Curve (Actual Dates)
Yield Curves – Assessment
C84 Collective Investment Schemes (UK)
  • Collective Investment Schemes (UK)
C85 Corporate Banking Products (Credit)
  • Corporate Banking Products - Short-Term Finance
  • Corporate Banking Products - Accounts Receivable Finance
  • Corporate Banking Products - Term Finance
  • Corporate Banking Products - Asset-Based Finance
  • Corporate Banking Products - Trade Finance
Corporate Banking Products (Credit) - Assessment
C86 Corporate Banking Products (Noncredit)
  • Corporate Banking Products - Cash Management
  • Corporate Banking Products - Payments
  • Corporate Banking Products - Risk Management
  • Scenario - Managing Interest Rate Risk for Corporate Banking Customers
  • Corporate Banking Products - Advisory & Other Services
Corporate Banking Products (Noncredit) - Assessment
C87 Excel Basics for Bankers
  • Excel Interactive - Menus & Shortcut Basics
  • Excel Interactive - Basic Formulas & Calculation Functions
  • Excel Interactive - More Formulas & Calculation Functions
  • Excel Interactive - Naming Cells & Referencing
  • Excel Interactive - Basic Formatting
C88 Financial Statement Analysis
  • Accounting - An Introduction
  • Scenario - Accounting Mechanics
  • Balance Sheet - An Introduction
  • Balance Sheet - Analysis
  • Income Statement - An Introduction
  • Income Statement - Analysis
  • Statement of Cash Flows - An Introduction
  • Statement of Cash Flows - Analysis
  • Three-Statement Modeling
Financial Statement Analysis - Assessment
C89 Private Wealth Management Products & Services
  • Private Wealth Management - Banking & Deposit Services
  • Private Wealth Management - Credit & Lending Services
  • Private Wealth Management - Investment Services
  • Private Wealth Management - Alternative Investments
  • Private Wealth Management - Financial Planning
  • Private Wealth Management - Estate Planning
Private Wealth Management Products & Services - Assessment
C90 Problem Credit Management
  • Problem Credit Management - An Introduction
  • Problem Credit Management - Early Stage Problem Credits
  • Problem Credit Management - Late Stage Problem Credits
  • Problem Credit Management - Accounting for Problem Credits
Problem Credit Management – Assessment
C91 Global Financial Crisis
  • The Financial Crisis
C92 Understanding the Private Wealth Management Business
  • Private Wealth Management - An Introduction
  • Private Wealth Management - Clients
  • Private Wealth Management - Ultra-HNWIs & Family Offices
  • Private Wealth Management - Client Investment & Wealth Allocation
  • Private Wealth Management - Client Acquisition & Relationship Management
  • Private Wealth Management - Becoming a Trusted Advisor
  • Private Wealth Management - Behavioral Finance
  • Private Wealth Management - Compliance Considerations
Understanding the Private Wealth Management Business - Assessment