The workshop we offer delves into the intricacies of financial market products, exploring their risk and return profiles, along with comprehensive explanations of market terminologies. We use practical and relevant examples, incorporate gamified activities, and utilise experiential simulations to enhance the learning experience.

Our workshops utilise industry platforms such as Bloomberg, and blend practical banking simulations and gamified activities to provide learners with the opportunity to apply and reinforce their understanding.

Equities: Gain insight into the Equities market by exploring real-life examples, understanding risk metrics like Beta and volatility, and identifying investment stocks based on their unique characteristics. Learn how the stock market works using different trading strategies

Fixed Income Market: Deeper understanding of the use of fixed income products, bond creditworthiness, the concept of duration, perform bond pricing and yield calculations using real bond examples. Interpret bond yield curves.

Foreign Exchange Market: Comprehend the size and liquidity of the market before spending time deconstructing the jargon. Learn about FX quotes and drivers of FX market. The workshop covers the second-largest segment of the foreign exchange (FX) market, which is FX forwards. It explores their connection to interest rates and demonstrates how market participants employ them for hedging FX risk through practical examples.

Commodities: futures, pricing drivers, swaps and diversification strategies

Derivatives Market: Simplify the complexities of derivatives markets by exploring its’ products. Understand the characteristics, risks, and returns associated with major derivatives through practical examples. Learn the differences between long and short positions, the mechanics of a futures contract, types of options, interest rate derivatives fundamentals. Dive into the trading mechanism and explore the utilisation of derivative contracts in hedging diverse risk types.

Excel for Finance: Learn about the look-up functions, formatting essentials, data validation, filtering and summarising data using pivot tables and statistical analysis (Standard deviation, correlation, Beta of a stock). Acknowledge and practice the utilisation of available tools for crafting visual charts and developing an interactive, dynamic dashboard using authentic financial data.

Our workshops utilise industry platforms such as Bloomberg, and blend practical banking simulations and gamified activities to provide learners with the opportunity to apply and reinforce their understanding.

Practice and apply the key components of best practice financial modelling. 

Accounting and financial analysis:  Familiarise with the financial information employed in overseeing and reporting the financial performance of companies. Describe principles that underpin the construction of financial statements and why they are important. Construct simple financial statements that captures critical information about an entity’s financial performance. Calculate commonly used ratios – Price (P/E, P/B) and Enterprise Value (EV) ratios used to describe how business performance is unfolding over time.  

Financial modelling: Construct a three-statement financial model including income statement, balance sheet and cash flow statement. Understand corporate finance funding options including equity, bank debt and capital market debt, and where and when each is most appropriate. Calculate the cost of equity for a business – CAPM, betas and gearing. Construction of a comparative company table for a valuation including a discounted cash flow valuation with market multiples for a three-statement financial model. Appreciate the nature and drivers of the leveraged finance market. Learn to build M&A modelling and consolidated financial statements.  

Comprehend the risks encountered by banks and the Treasury’s role in effectively managing these risks. Understand the short term funding and longer term funding options available to the Bank. Have deeper insight of various interest rate derivative products the Bank uses to hedge their funding risk. Gain knowledge of key trade finance products: Letter of credit (LC), Supply Chain finance, Foreign exchange transactions, cash management by running a hands-on experiential simulation.

Our workshops utilise industry platforms such as Bloomberg, and blend practical banking simulations and gamified activities to provide learners with the opportunity to apply and reinforce their understanding.

Dive into the major categories of risk – market risk, credit risk and operational risk.  

Gain clear understanding of banks business divisions, capital requirement and risk classification. Learn difference between accounting and regulatory capital. How minimum regulatory capital requirements have evolved, and understand the different types of capital, regulatory buffer and cyclical buffer requirements.  Analyse risk measurement tools such as Risk Weighted Assets (RWA) and Value at Risk (VaR). 

Our workshops utilise industry platforms such as Bloomberg, and blend practical banking simulations and gamified activities to provide learners with the opportunity to apply and reinforce their understanding.

Our workshops utilise industry platforms such as Bloomberg, and blend practical banking simulations and gamified activities to provide learners with the opportunity to apply and reinforce their understanding.

Introduction to Blockchain: Dive into the world of blockchain technology and its transformative potential in the financial sector.
Technology’s Impact: Explore how technology is reshaping financial market trading.
Algorithmic Trading: Gain insights into algorithmic trading strategies and their application in modern finance.

Tailored to the needs and context of the investment banking industry. Our workshops develop practical tools and insights that help change behaviours in the workplace through a better understanding of self and others.

From developing emotional intelligence and resilience, to time management and personal brand, we offer a suite of flexible workshops which can be utilised for early careers development, management development, leadership development and also CPD. Based on your developmental needs, we will tailor a solution to meet the needs of your audience and your bank.

Explore Our Professional Skills Workshops

Let’s Design A Suite Of Workshops For You!

Create a programme or curriculum of Product Workshops or Professional Skills Workshops or a blend of the two. We’ll work with you to tailor a solution that meets your needs.