Key details
Mode of delivery: Online Course
Course code: AFB65BO
Duration: 5 days
Fee: £3,684.00 + VAT
CPD Hours: 30
Course Overview
This course develops intermediate and advanced skills in valuation, FX markets, risk metrics, derivatives, and portfolio design — transitioning participants from analysis to strategic implementation.
Agenda
Day 1 — Advanced Equity Valuation Techniques
- Multi-Stage DCF Models
- Relative Valuation: EV/EBITDA, PEG
- Valuation in Cyclical and High-Growth Sectors
Day 2 — Currency Markets and FX Risk
- FX Markets and Participants.
- Spot, Forward, and Options Contracts
- FX Risk Hedging
Day 3 — Investment Risk: Identification and Budgeting
- Systematic vs. Unsystematic Risk
- Volatility, Beta, and Value at Risk (VaR)
- Risk Budgeting and Control
Day 4 — Derivatives in Practice
- Futures and Options Pricing Basics
- Swaps and Structured Products
- Real-World Derivatives Misuse
Day 5 — Course Review
- Summary and recap of key learning objectives
- Action Planning
Post-Course
- Three (3) x hour-long Executive Coaching sessions at monthly intervals following Course Completion
Target Audience
This course is suitable for:
- Equity, Fixed Income, Investment, and Portfolio Analysts
- Portfolio, Asset, and Wealth Managers, and Investment Advisors
- Treasury Professionals and Managers, FX Professionals and Dealers, and Corporate Treasurers
- Market Risk, Credit Risk, Operational Risk, and Enterprise Risk Professionals
- Derivatives, Middle Office, Clearing Risk, and Market Infrastructure Operations Specialists
- Compliance Officers, Financial Controllers, Finance Managers, and Banking Professionals
- Quantitative Analysts and Risk Budgeting Professionals
- Chief Risk Officers, Heads of Risk Management, and Senior Risk Decision-Makers
Learning Outcomes
By the end of this course, you will be able to implement a successful strategy that enables you to:
- Build a multi-stage DCF using growth assumptions.
- Evaluate companies using sector-relative metrics.
- Analyse appropriate models for volatile industries
- Describe how currencies are traded and by whom.
- Differentiate FX instruments and their applications.
- Design basic hedging strategies using forwards or options.
- Classify types of investment risk and their implications.
- Apply common risk metrics to portfolio scenarios.
- Develop a basic risk budgeting plan for asset managers.
- Apply pricing formulas for call and put options.
- Analyse how swaps are used in rate and currency hedging.
- Evaluate case studies of derivatives-related financial crises.
Course dates
Aug 10, 2026 - Aug 14, 2026
Dec 14, 2026 - Dec 18, 2026
Categories
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