An Intensive 5-day Training Course
Understanding the Ups & Downs of Financial Markets
INTRODUCTION
Banks and financial intermediaries have always been considered a vital catalyst for economic growth of societies and nations. However, the recent financial crises comes to point out many instances of financial intermediation failure due to excessive risk taking and how it snowballs to impact all sectors and industries across the globe.
This five day intensive course touches upon a wide range of issues pertaining to the designs of banking institutions, financial intermediaries and regulators which includes:
- The architecture of modern financial system
- Money, banking and regulators
- Depository versus non depository financial intermediaries
- The business model a Banking Institution
- Performance Measurement of a Bank Institution
- Asset and Liabilities Management
TRAINING OBJECTIVES
This financial markets training course aims to enable participants to achieve the following objectives:
- Understand the role of each key player of the financial system
- Explain the purpose of the banking and financial intermediaries in financing the economy
- Recognize the difference between depository versus non depository financial intermediaries
- Demonstrate the wide range of banking services and the users of each one of them
- Evaluate the performance and position of a banking institution by analyzing their Annual Financial Report
- The importance of Asset Liability Management
TRAINING METHODOLOGY
This Euromatech training course will combine presentations with interactive practical exercises, supported by video materials, activities and case studies. Delegates will be encouraged to participate actively in relating the principles of financial markets behaviour and movements.
TRAINING SUMMARY
This Understanding the Ups & Downs of Financial Markets training course covers essential skills such as appreciating the complex environment of financial markets and acquiring the necessary knowledge to handle challenging financial operations.
TRAINING OUTLINE
PROGRAMME OUTLINE
DAY 1 - Understanding the Financial System
- Deficit versus Surplus Spending Units
- Understanding the architecture of the Financial System
- Direct versus Indirect Finance
- The new era of financial system: the 4D
- Depository versus Non Depository Financial Intermediary
DAY 2 - Banking Institutions
- The origins of Banking and Depository Institutions
- The classical business model a bank: roles, functions and risks
- Commercial versus Thrift Banking Industry
- Types of banking institutions: Retail, Corporate, Investment and Private banks
- Banking services
DAY 3 - Interest Rates, Central Banking and Monetary Policy
- Theories of Regulation of Depository Institutions
- The role of a central Bank as a regulator and Treasury Fiscal Agent
- The relationship between Reserves and Total Deposits in Banks
- Determination of the Market Rate Interest
- Different types of interest rates and the yield curve
DAY 4 - Management and Performance of a Banking Institution
- The managerial objectives of a bank
- Managing the spread
- Managing the burden
- Understanding the Income Statement of a bank
- Understanding the Balance Sheet of a Bank
- The Off- Balance Sheet of a bank
DAY 5 - Asset Liability Management and Ratio Analysis
- Asset and Liability Management defined
- Who sets the objectives of Asset and Liability Management ( ALM)
- The ALM: a balancing act
- Liquidity ratio
- Capital adequacy ratio
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ACCREDITATION
EuroMaTech is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
Euromatech is a Knowledge & Human Development Authority (KHDA) approved training institute in Dubai, licensed and approved to deliver training courses in the UAE.
The KHDA is the regulatory authority in the UAE, that oversees administering, approving, supervising, and controlling the activities of various education providers in the UAE. We are proud of our commitment to ensuring quality training courses and status as a KHDA-approved training provider.
FAQ
Do you provide assistance with hotel accommodation?
Yes, we can assist you with the following:
- Corporate Discount: If available, we can extend our corporate discount for your stay at selected hotels.
- Hotel Suggestions: We can provide recommendations for nearby hotels based on your preferences and budget.
Feel free to explore online booking platforms for the most cost-effective options.
Do you offer customized training for organizations?
Yes, we provide tailored training solutions designed to meet the specific needs of your organization. Customized courses can be delivered either in-person or online, and you can select the dates and duration that best fit your schedule. For more details, please contact us at [email protected]
What types of training formats do you offer?
We provide two flexible training formats to suit your preferences:
- Classroom Training: Experience in-person learning with expert instructors. Engage in interactive discussions, hands-on activities, and benefit from face-to-face networking.
- Online Training: Join live online sessions from anywhere, offering flexibility for those with busy schedules or who prefer remote learning.
- In-House Training: We can bring our training directly to your organization, allowing for tailored sessions that address your specific needs and objectives.
Can you assist with visa arrangements?
Yes, we can help by issuing an official Letter of Invitation once you’ve confirmed your training registration, which can assist in your visa application process.
Who will be the senior consultant leading the training?
We are happy to share the profiles of our expert instructors. To learn more about their qualifications and experience, please contact us [email protected]
