Banking Masterclass
Why Attend
This specially curated Banking Masterclass takes place in London during our Summer Masterclass Series. Participants have the opportunity to learn from an international banking expert, visit sites of banking significance, and gain insight into some of the most important aspects of the global financial industry.
The course is designed to provide an overview of the global financial industry, financial markets, macro-economic drivers of capital flows. Moreover, the course covers major financial asset classes, portfolio theory, asset allocation and risk management.
The course will examine securities and derivatives, the business models and resilience of financial institutions, and the capacity of financial activity that could lead to financial instability and systemic risk.
There will also be an examination of techniques in risk management and regulations that have been introduced following the 2007/8 financial crisis as mandated by global and national regulators.
To give participants an insight into the history of global banking, there will be a day dedicated to exploring the history of banking at the Bank of England museum, as well as areas of significant interest and importance, such as Canary Warf.
Overview
Course Methodology
The course includes presentations, case studies, explanations of modelling tools and mechanics of financial instruments within Excel workbooks, and interactive Q&A. There will also be a relevant site visit to highlight some of the course discussions.
Course Objectives
By the end of the course, participants will be able to:
- Define and describe the functions and various business models employed by financial institutions
- Apply the principles of asset classes to differentiate between bonds and equities
- Evaluate the key features of options and swaps, identifying their roles in financial markets
- Integrate knowledge of foreign exchange (FX) and futures markets to explain their functions
- Develop strategies for asset allocation and risk management using portfolio theory and hedge funds
Target Audience
This course is suitable for anyone in, or working with, the banking and financial services industry; including but not limited to banking and asset management executives, risk management executives and those working in treasury and traded risk.
Target Competencies
- Credit risk management
- Operational Risk Management
- Mitigating adverse developments
- Monitoring money market spreads
- Regulatory framework
Course Outline
- Business Models and Drivers of Capital Flows in Global Capital Markets
- Functions and business models of financial institutions
- Overview of global capital markets
- Macro-economic drivers of financial markets
- SITE VISIT: Bank of England
- Primary Asset Classes
- Equities as an asset class
- Essential characteristics of fixed income securities
- Structured products and exchange traded funds (ETFs)
- Monetary Policy and Credit Markets
- Monetary policy of central banks
- Interpreting credit market data
- Introduction to derivative instruments
- Options and Swaps
- Key features of options
- Overview of interest rate swaps: pricing, risks and valuation
- Overview of Credit Default Swaps (CDS)
- Foreign Exchange and Futures Markets
- Overview of the foreign exchange market
- FX forwards, options and swaps
- Exchange traded futures: features and risks
- Portfolio Theory, Asset Allocation and Hedge Funds
- Portfolio theory and the risk/return trade off
- Asset allocation: overview
- Hedge funds
- Financial Instability and Risk Management
- Indicators of stress and financial instability
- Drivers of asset bubbles
- Overview of risk management
- The Regulatory Environment and Corporate Governance
- Regulatory environment and regulatory capital
- Governance and risk culture of financial firms
- Collation of themes and outlook for markets in the medium term
Schedule & Fees
Course Contact
Contact me if you have any questions.
I speak English & Arabic!
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