About
Never before have financial issues been so often been the headline news. It is therefore crucial that today’s business professionals expand their financial knowledge to allow them to contribute to daily decisions and debates.
This course is designed specifically for non-financial personnel; this intensive seminar educates and informs delegates of the key financial markets/products/risks and hazards.
The seminar provides delegates with the tools required to find better answers to questions such as:
- What are the major market indices and how are they linked?
- What is meant by a dual listing?
- How is a forward rate determined?
- Can I profit from interest differentials?
- What is the role of correlation in reducing risk?
- How do I judge whether my performance in the market is good or bad?
- What are futures and options?
- How can futures and options be used to protect the value of my portfolio?
- What is meant by spread trading?
- What are the role of bonds in a portfolio.
- The difference between fundamental and technical analysis.
Using a combination of lectures and individual exercises with practical applications, the delegates will gain both a theoretical and practical knowledge of the topics covered. The emphasis is on the “real world” and as a result delegates will return to the workplace with both the ability and the confidence to apply the techniques learned.
Organisational Impact
This seminar provides an integrated blending of concept and practical application. As well as developing subject knowledge delegates will return with enhanced quantitative and technical skills. Advanced Excel skills are increasingly a pre-requisite for financial analysis. Delegates will return to the organisation with great exposure to the power of Excel.
Personal Impact
Delegates will acquire detailed knowledge about the trading, pricing and risk management associated with a variety of financial products. The practical and real world approach will provide delegates with a “tool-box” to bring back to the organisation to assist in the analysis of financing, treasury and risk management decisions
An Introduction to the Financial Markets
An Introduction to the Equity Markets:
- IPO’s
- Market Indices
- International Equity Market Links
- Dual Listings
- GDR’s and ADR’s
An Introduction to Bond Markets
- Long Term versus Short Term
- Treasury versus Corporate
- Types of Bond
An Introduction to the FX Market
- The spot and forward market
- Exchange Rate trends and linkages
- Carry Trades
An Introduction to Portfolio Theory
- The link between risk and return.
- The role of correlation
- The Markowitz model of Portfolio Risk
- The benefits of diversification
- The Capital Asset Pricing Model
- Benchmarking
Derivatives Use in Investment Management
An Introduction to the Derivatives Market
- Futures
- Options
The Cost of Carry Model
- Cash and carry arbitrage
- Reverse cash and carry arbitrage
Using Options to provide portfolio insurance
Using Futures to provide portfolio insurance
Using futures to change a portfolios “beta”
Spread trading:
- Intra-commodity spreads
- Intra-commodity spreads
Option trading strategies.
Bond Portfolio Management
- Bond pricing
- Bond Duration
- Term structure of interest rates
- The convexity of a bond
- Bond ratings
- Immunising a bond portfolio
- Structured products
- Money Market Deposits/CD’s/Commercial Paper/Treasury Bills
Fundamental and Technical Analysis
- Technical versus fundamental analysis
- Yields and ratios
- Valuation
- Chartism
- Technical Trading Rules
Training Methodology
Pathways Training and consulting adopts the newest techniques of human resources Training and consulting and, with the following:
- Theoretical lectures are delivered via PowerPoint and visual displays (videos and short films)
- Making scientific evaluation to the trainee (before and after)
- Brainstorming and role-playing
- Using case studies related to the scientific material being delivered and the trainees' work.
- The participants get the scientific and practical material printed and on CDs and Flash memories.
- Preparing records and reports of the participants' attendance and results, with a general evaluation of the training program.
- A group of the best trainers and experts in all fields and specialties professionally prepares the scientific material.
- After finishing the course, the participants get certificates of attendance signed, certified, and issued by pathways Training and consulting.
- Our training programs start at 9:00 o'clock in the morning and end at 2:00 in the afternoon, with snack buffet during the lectures.
- Providing a lunch buffet during the training program period, with organizing a lunch party on the training program final day for taking some photos and certificate awarding.
