Financial Markets Training

(F2F or Online)

In association with Penhallow Associates we provide Financial Markets training worldwide. Courses include Derivatives, Regulation, Compliance, Treasury & Securities for institutions and individuals who work in:

  • Asset Management

  • Capital Markets

  • Central Banks, Regulators & Supranationals

  • Corporate Companies

  • FinTech's

  • Global Custodians

  • Hedge Funds

  • Investment Banking

  • Private Banking & Wealth Management

  • Private Equity

  • Private Investor

 

Drawing on over twenty-nine years experience of delivering training, Penhallow Associates uses highly experienced industry practitioners who will customise training solutions to meet your business and individual employee development needs. 

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We design and deliver Financial Markets training and coaching programmes for global clients seeking tailored solutions. 

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Service options include: 

  • In-house classroom​ training

  • Online learning using video communication

  • Individual f2f or online coaching 

  • Open courses in the City of London 

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We help employees gain required knowledge and understanding of their roles and responsibilities in all divisions and at all learning levels within financial institutions and/or as an individual private investor. 

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FM01: ACI Dealing Certificate 

Designed to provide candidates for the ACI Dealing Certificate with the tuition and guidance to be ready to take and pass the examination with confidence. 

Tutor led online course from

9-13 November 2020 

£1,100 + VAT 

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FM02: Introduction to Hedge Funds  

Develop an understanding of what Hedge Fund managers actually do on behalf of their investors.

 

Tutor led f2f over one half day or online

£395 or £290 online

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FM03: Introduction to Derivatives Markets 

This course is designed for those who are new to finance and who may be involved with Derivatives products for the first time, 

Tutor led online course x 2 hours

£190 

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FM04: Introduction to Foreign Exchange Markets 

This course introduces Foreign Exchange, the global decentralised Over-the-Counter (OTC) market which is the deepest and most liquid of any market today. 

Tutor led online course x 1 hour 

£95 

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FM05: Asset Management 

Industry 

Designed for those who wish to obtain a thorough understanding of the asset

management industry both from a front office and compliance perspective.

Tutor led f2f 1 day course or 6 hours online

£745 f2f or £580 online 

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FM06: Cash Flow & Forecasting Management 

Proper cash flow management is critical in the success or failure of any business. In this course, you will examine in detail the relationship between the income statement, statement of financial position and the cash flow statement.

Tutor led f2f over 1 day or 6 hours online 

£745 f2f or £580 online 

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FM07: Introduction to Credit Derivatives 

A good understanding of Credit Derivatives is essential knowledge for a full picture of how the credit markets work - for both private sector borrowers and sovereigns.

Tutor led f2f over 1 day or 6 hours online

£745 f2f or £580 online 

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FM08: Behavioural Finance 

One of the traditional building blocks of Efficient Markets - the assumption of rational investors - has now been seriously questioned since the emergence of Behavioural Finance as an accepted discipline.

 

Tutor led online x 1 hour 

£95 

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FM09: Currency Options

Knowledge of currency options is fundamental to understanding financial markets. This course delivers a practical,  comprehensive, introduction to the currency options markets, from the basics of currency options is to some trading strategies. 

Tutor led 2 day f2f course or online  

£1,245 f2f or £1,120 online 

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FM10: Equity Capital Markets 

This 1 day course offers a practical insight into today’s Equity Capital Markets, from the different viewpoints of the full range of participants - Investment Banks, Institutional Investors, Private Equity Houses, Corporates. 

Tutor led f2f or online course on

11 November 2020 

£745 f2f or £580 online 

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FM11: Equity Capital Markets

This 2 day two-day course offer a practical insight into today’s Equity Capital Markets and covers both the primary new issuance process and the subsequent secondary trading & investing activity.

 

Tutor led f2f or online course x 2 days

£1,245 f2f or £1,120 online

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FM12: Equity Derivatives 

This course a comprehensive overview of the main Equity derivatives. The focus is on how each instrument works, the various ways they are used, how they are priced and risk-managed. 

Tutor led online course x 1 day

£745 f2f or £580 online 

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FM13: Equity New Issuance Process 

This course offers a practical insight into how Capital Markets can expand their share of providing (Debt & Equity) finance for corporates.

Tutor led f2f over one half day or 3 hours online

£395 f2f or £290 online 

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FM14: European Capital Regulation Requirements

This course examines how banks should use the new Basel rules and identify what is required for measuring Loss Given Defaults (LGD’s), Probabilities of Default (PD). 

Tutor led f2f over 1 day or 6 hours online

£745 f2f or £580 online 

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FM15: Exchange Traded Funds

How do Exchange Traded Funds work? Originally designed as simple Equity Index tracking vehicles their evolution has created different types of product, across the Asset Classes

Tutor led online x 2 hours 

£190 

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FM16: Exotic Options 

Expand your knowledge and understand more about the practical (not mathematical) applications, including pitfalls and misconceptions, of Exotic Options. 

Tutor led f2f over 1 day or 6 hours online

£745 f2f or £580 online 

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FM17: Fintechs 

The advent of e-money licenses has been seized upon by a number of fast-growing Fintechs. However, there are several key regulatory obstacles, such as data protection and AML. This course explains which areas of business the Fintechs are targeting, the opportunities and obstacles and how the incumbents are responding.

 

Tutor led online x 1 day or 6 hours online  

£745 f2f or £580 online

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FM18: Fixed Income in a Quantitative Easing World 

Knowledge of the fixed income or bond markets is essential to understanding financial markets. This course delivers a comprehensive and practical introduction to the bond markets, from the basics of what a bond is to some trading strategies. It is focused throughout on current market practice with many actual and recent

examples in the material and exercises.

Tutor led 1 day f2f course on 12 November 2020 or 6 hours online  

£745 f2f or £580 online 

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FM19: Hedging & Risk Management 

This 1 day course explains hedging and risk management and the advantages and disadvantages of various products and strategies. It includes an eye-opening study of those who got their hedging strategies completely wrong.

Tutor led f2f or online

£745 f2f or £580 online 

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FM20: IFRS 9 Financial Instruments 

This 1 day course explains new rules on impairment, hedge accounting and the classification of financial instruments.  The content reflects new impairment guidelines to deal with losses and loan provisioning following the COVID-19 crisis.

 

Tutor led f2f course on 30 October 2020

or online   

£745 f2f or £580 online 

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FM21: Interest Rate Derivatives 

This course delivers a comprehensive and practical introduction to the interest rate derivatives markets, from the basics of interest rate derivatives is to some trading strategies.

Tutor led online course x 1 day

£745 f2f or £580 online 

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FM22: International Financial Reporting Standards (IFRS) 

There's concern that International Financial Reporting Standards (IFRS) are difficult to implement and will require substantial investment in database software. The problem is acute for medium sized companies who may not have the resources to implement the standards in the detail that is required.

Tutor led f2f course on 29 October 2020

or online

£745 f2f or £580 online 

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FM23: Intra Day Liquidity

Intra Day Liquidity concepts and calculations are explained through instructor led teaching, with consolidation by individual and group exercises and case studies.

Tutor led f2f over 1 day x 6 hours online

£745 f2f or £580 online 

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FM24: Discounted Cash Flow Modelling

Discounted Cash Flow Modelling is a heavily used tool in corporate finance & equity research teams worldwide. Small changes in the inputs can result in large swings in outputs - a prospective future value of a company’s equity. 

Tutor led online course x 1 hour 

£95

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FM25: Introducing Equity Markets  

The Equity Markets provide a venue for corporates to list their shares, raise money and also offer investors the opportunity to trade and/or invest in already listed companies. The function of these markets is price discovery.

Tutor led online course x 1 hour

£95 

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FM26: Investment Risk Measurement & Management 

Observation number one: not all risk is bad. Too much risk aversion will likely result in missing out on upside opportunities. Risk management involves defining what level of risk is deemed acceptable and then striving to target those appropriate levels. 

 

Tutor led online x 1 hour 

£95 

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FM27: MiFID/EMIR & Basel 3

The Markets in Financial Instruments Directive (MiFID) is a European regulation that increases the transparency across the European Union's financial markets and standardises the regulatory disclosures required for firms operating in the European Union.

Tutor led 1 day f2f course or 6 hours online  

£745 f2f or £580 online 

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FM28: Pension Funds - Derisking the Journey 

Fund sponsors are busy trying to offload the risk of having their Pension Funds distorting their financial accounts and in the worst-case scenario, becoming a threatening financial burden. This course will explain the difficult market scenario and look at some of the potential remedies.

Tutor led online course  x 1.5 hours 

£145  

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FM29: Practical Economics for Financial Markets 

Changes in the global economy drive much of the activity in the various financial markets - equities, bonds, FX, etc. This course explains the key drivers in the current world economy. It takes a very practical approach and is illustrated throughout with many current and historical examples.

 

Tutor led 1 day f2f course or 6 hours online 

£745 f2f or £580 online 

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FM30: Risk Adjusted Return on Capital and the Sharpe Ratio

This course provides the tools and skills to develop transfer pricing models that price in the major financial risks and calculate Risk Adjusted Return on Capital so that profitability is maximised.

Tutor led 1 day f2f course or 6 hours online 

£745 f2f or £580 online 

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FM31: Sale & Repurchase Agreements (REPO)

Knowledge of repurchase agreements is fundamental to understanding financial markets. This course delivers a

comprehensive and practical introduction to the repo markets, from the basics of repo’s is to some trading strategies.

Tutor led 1 day f2f course or 6 hours online

£745 f2f or £580 online 

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FM32: Securities Class Actions

The recovery of funds that have been lost to investors and institutions through corporate misrepresentation or other wrongdoings. Fund Managers remain ultimately responsible for the recovery of all moneys due to their funds; the returns from Securities Class Actions are included in those moneys.

Tutor led f2f course over one half day on 4 November 2020 or 3 hours online

£395 f2f or £290 online 

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FM33: Securitisation/Asset Backed Securities (ABS)

This course is designed so that participants with no or limited knowledge of this large and important area of the capital markets can understand what securitisation is, how it is done and its pros and cons for both issuers and investors.

Tutor led 1 day f2f course or 6 hours online 

£745 f2f or £580 online

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FM34: The Really Important Issues of Forex Risk 

Forex management should be an integral part of any importing and exporting strategy. It is important to understand the instruments, the markets and the providers but more importantly you need to understand your own business needs.

Tutor led 1 day f2f course or 6 hours online

£745 f2f or £580 online 

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FM35: Treasury Risk Management 

Liquidity risk has always been at the heart of a bank’s day-to-day Treasury operation but now there is also regulation. Treasury is also responsible for Market risk and here too regulation is changing, with one of the previous favoured metrics, Value at Risk (VaR), making way for Expected Shortfall (ES, or Conditional VaR). This course reviews the key metrics and mitigants.

 

Tutor led 1 day f2f course or 6 hours online 

£745 f2f or £580 online

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FM36: Understanding Equity Market Valuation Methodology

The Markets in Financial Instruments Directive (MiFID) is a European regulation that increases the transparency across the European Union's financial markets and standardises the regulatory disclosures required for firms operating in the European Union.

Tutor led online course x 1 hour 

£95 

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FM37: Understanding the Bond Markets

Following the Financial Market collapse the Bond Markets stepped in and became the provider of choice to meet the debt funding requirements of both corporates, supranationals and sovereigns. Therefore, it is imperative that these markets are properly understood by Issuers, Investors, Intermediaries, Regulators and Fund Administrators.

Tutor led online course  x 2 hours 

£190  

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