Financial Markets Excellence

Course Outline

Overview

This course provides an understanding of currency markets and a comprehensive analysis of investment risks in general.

The course will also include a site visit to an organization relevant to the course so delegates can develop an understanding of how their contemporaries function in the real-world.

The course will wrap with a summary of the key learning points, followed by an action planning exercise with a view to apply the acquired knowledge and skills immediately upon your return to work. Post-course support is also available in relation to the implementation of your action plan, up to six (6) months following course completion.

Agenda

Currency Markets

• Introduction to currency markets
• Types of currency instruments
• Market forces
• Hedging

Investment Risks

• Types of risk
• Risk and return
• Risk budgeting
• Risk management

Introduction to Derivatives

• Types of derivatives
• Use of derivatives in practice
• Exchange traded and OTC derivatives
• How derivatives have caused problems

Site Visit

• Industrial visit to a relevant organization.
• An insight into the internal working of companies.
• An opportunity to learn through interaction with practising professionals.

Course Review

• Summary and recap of key learning objectives
• Action Planning

Target Audience

This course is suitable for:

• Staff working in the middle office and operations areas of financial institutions who need to understand the wide range of instruments in financial markets.
• New staff in regulatory organizations who need to broaden their knowledge of financial markets.
• Financial advisors who need a greater understanding of financial markets.

Learning Outcomes

Upon completion of this course, you will:

• Appreciate the scope and operation of currency markets.
• Understand the nature and management of investment risk.
• Use derivatives in investment management.
• Develop a practical perspective into contemporary work practices in your field.
• Implement an Action Plan at your workplace using the knowledge and skills acquired through the course.