Financial Markets Structuring & Advisory Course (Virtual Classroom)
Program Code: P200420KEQ NEW!
Next Course Intake : March 2021
COURSE OVERVIEW
This course is conducted by Online Virtual Classroom
The course is designed for middle to senior level executives in the financial markets. The programme will enhance participants’ understanding on financial markets structuring and allows participants to better upskill their ability to advice a vast cross section of clients. This course will also cover how to apply the appropriate engagement strategy to propose bespoke solutions to clients. There will be case studies to illustrate the techniques and strategies on risk. In the process upskill themselves to structure bespoke solutions to meet client’s needs at appropriate profitability and risk level.
WHO SHOULD ATTEND
Flow Traders and Execution Sales with good knowledge of flow financial products and who wants to acquire a deeper understanding and knowledge of bespoke structured solutions. This course will also help them acquire analytical skills to identify and assess potential risk exposures of clients from internal and external information. In the process upskill themselves to structure and market bespoke solutions to meet client’s needs.
It is may also help Investment Bankers and Relationship Managers with sound financial markets products knowledge who wants to better understand and enhance their knowledge of available bespoke client solutions so as to upskill themselves to provide solutions beyond investment banking products.
OBJECTIVES
Objectives of this course are:
- To apply the appropriate engagement strategy to propose bespoke solutions
- To understand the origination process through case studies
- To learn techniques in getting clients’ buy-in
- To acquire analytical and structuring skills
Duration of Course – 4 sessions of 3 hours each by Online Virtual Classroom
Assessment MCQ of 30 Mins
Course Fees – S$ 2,700 (Nett Fees S$889; IBF FTS Funding & GST included)
FTS Funding please visit IBF website: https://www.ibf.org.sg/programmes/Pages/IBF-FTS.aspx
Trainers: Mr. Jerry Huynh
*Requirement: Computer Device with video / camera function
*Participants of the Structuring & Advisory Course are highly recommended to sign-up for New Product Approval course as a continuation to the Structuring & Advisory Program.
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Financial Markets New Product Approval Course (Virtual Classroom)
Program Code: P200420VYM NEW!
Next Course Intake : March 2021
COURSE OVERVIEW
This course is conducted by virtual classroom online
This course will help all levels of Financial Markets participants with requirement for product termsheet and documentation knowledge. The programme will enhance participants’ understanding on financial markets new product approval policy and review processes. This course will cover the use of ISDA and associated documents as legal documentation to minimize operational risks. Formulate term sheet for the bespoke solution with full disclosure of product features and risks. There will be case studies to illustrate the importance of documentation and post transaction client engagement. The case study will help us understand the steps to perform periodic evaluation.
WHO SHOULD ATTEND
Execution Sales, Structuring Sales and Middle Office & Compliance Executives with knowledge of flow financial products and who want to acquire a deeper understanding and knowledge of internal and external approval and documentation requirements for execution of bespoke solutions to client. This course will also benefit those who have completed the Structuring and Advisory Course.
OBJECTIVES
Objectives of this course are:
- To apply the New Product Approval policy and review processes
- To understand the documentation requirements for execution of bespoke solutions to client
- To understand operational risks and acquire the techniques to minimize key operational risks
There will be an Assessment ( MCQ ) after the training session.
Duration of Course – 3 ½ Hours Core SFA CPD
Course Fees – S$ 600 (Nett Fee S$72; IBF FTS Funding and GST included)
FTS Funding please visit IBF website: https://www.ibf.org.sg/programmes/Pages/IBF-FTS.aspx
Trainers : Mr. Jerry Huynh
*Requirement: Computer Device with video / camera function
Course Prospectus
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Financial Markets Risk Management Course (Virtual Classroom)
Program Code: P200504UZW NEW!
Next Course Intake : April 2021
COURSE OVERVIEW
This course is conducted by virtual classroom online
The course is designed for Financial Markets junior traders and sales with under 3 years’ experience. The programme will enhance participants’ understanding on financial markets risks, controls and protocols. This course will cover the types of Financial Markets Risk and Controls and will help to distinguish the different control functions of Financial Markets activities.
WHO SHOULD ATTEND
Junior Trader and Sales personnel within Treasury Markets function. This course would also be relevant for financial markets middle office and compliance officers looking for a better understanding of the subject matter.
OBJECTIVES
Objective of this course is:
- Identify the 3 types of Financial Markets Risk
- Understand the 3Ms in Risk Management
- Identify the various types of Market risk and controls
- Identify the various types of Credit risk and controls
- Identify the various of types of Liquidity risk and controls
- Distinguish the different functions of Financial Markets activities
COURSE REQUISITES
Attendees should have a basic understanding of Treasury products and market terminologies. Pre-requisites reading and product knowledge includes
- Global BIS FX Code of Conduct 2018
Duration of Course – 2 Hours of Virtual Classroom
There will be an Assessment ( MCQ ) after the training session.
Course Fees – S$ 500 (Nett Fees S$60; IBF FTS Funding & GST included)
FTS Funding please visit IBF website: https://www.ibf.org.sg/programmes/Pages/IBF-FTS.aspx
Trainer: Thomas Poh
*All participants must have a computer device with video camera functions for this course and for identification purpose.
Course Prospectus
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Financial Markets Operational Control and Support for Trading & Sales (Virtual Classroom)
Program Code: P200610SKK NEW!
Next Course Intake : April 2021
COURSE OVERVIEW
This course is conducted by Online Virtual Classroom
This course will help Financial Markets Junior Traders & Sales with requirement for understanding of the end-to-end trade process flow, internal approval policy and documentation knowledge. The programme will enhance participants’ understanding on operational policies and review processes. This course will cover trade confirmation flow process, disclosure of product features and risks. There will be a case study to illustrate the importance of a robust treasury processes & controls. The case study will help participants understand the importance of checks & controls processes in the front office and back office support function.
WHO SHOULD ATTEND
Junior Financial Markets Trader, Sales and Middle Office Support Executives with knowledge of financial products and who want to acquire a deeper understanding and knowledge of end-to-end STP trade flow process, P/L production and documentation requirements.
OBJECTIVES
Objectives of this course are:
- Gain an overview on trade processing flow and front office P&L production.
- Comprehend key operational control tools.
- Acquire basic understanding on accounting treatment for financial markets products.
Duration of Course – 2.5 Hours of Virtual Classroom
There will be an Assessment ( MCQ ) after the training session.
Course Fees – S$ 500 (Nett Fees S$60; IBF FTS Funding & GST included)
FTS Funding please visit IBF website: https://www.ibf.org.sg/programmes/Pages/IBF-FTS.aspx
Trainers: Mr. Justina Koh
*All participants must have a computer device with video camera functions for this course and for identification purpose.
Course Prospectus
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Treasury & Markets Trader & Sales Foundation Course
Program Code: P200609MYW NEW!
Next Course Intake : April 2021
COURSE OVERVIEW
This course is conducted by Online Virtual Classroom
This course suited for Financial Markets Junior Trader & Sales participants with requirement for a deeper insight into the mindset of a good trader or sales. The programme will enhance participants’ understanding of trading strategies and key responsibilities of a good trader and sales. Managing both banks and client’s thought process & formulating appropriate solutions to match risk appetite. This course will cover the use technical tools to formulate trading views and perform within risk management parameters. There will be case studies to illustrate the importance of employing different trade strategy to adapt to other asset class.
WHO SHOULD ATTEND
Treasury & Markets Junior Trader & Sales and Treasury Support Executives with knowledge of financial products and want to acquire a deeper understanding and knowledge of trading mindset & sales process.
OBJECTIVES
Objectives of this course are:
- To understand the roles of traders and sales persons
- To understand the different aspects of trading, market making and sales in the environment
- To understand the risk management of trading and sales
Duration of Course – 8 Hours and 40 Minutes
There will be an Assessment (MCQ) after the training session.
Course Fees – S$ 1,280 (Nett Fee S$153.60 IBF FTS Funding and GST included)
Trainer: Mr Thomas Poh
For Trainers’ Profiles, Policies and Guidelines on course management and related polices pls visit ACI website at www.acisin.com
*Requirement: Computer Device with video / camera function
