Financial Product Training

» Understanding Financial Markets
Always had trouble understanding the seemingly complicated dynamics of the global financial markets? Learn all about the financial markets in a concise yet practical program targeting the main asset classes – foreign exchange and money markets, equity, fixed income and commodities. Find out more about the 1997 Asian currency crisis and the current sub-prime mortgage debacle.

Duration: Half to one day


» Overview of Wealth Management
This program is specially designed to enable participants to learn about the broad range of investment products offered in the market. From basic fund / unit trusts, bonds to more complex structured investment, from risk management principles to selling techniques, this practical program will provide insights into the world of wealth management.

Duration: One to two days


» Fundamentals of Foreign Exchange & Money Markets
How role does money markets play in the short term interest rate markets? Why is foreign exchange a key component in forming monetary policies? Find out how foreign exchange and money markets combine to drive banks, corporations and central banks action to hedge the risk and reap the rewards. Case studies include the 1997 Asian Currency Crisis which reveals the importance of this particular asset class.

Duration: Half to one day


» Overview of Equity
Embark on an insightful journey into the world of equities. Stocks, shares or equity; many terms but one purpose – to provide capital market funding for corporations. Learn about initial public offerings (IPO), warrants, rights issue, dividends, indices and organized stock exchanges. Find out more about the factors that drive prices and the risks and rewards for equity holders.

Duration: Half to one day


» Overview of Fixed Income
Besides the more popular equity method to raise capital, fixed income instruments are also a source of funding for bank, corporations and governments. From the classic fixed rate bonds to floating rate bonds, discover about bond dynamics such as pricing mechanisms, quotations and origination in the financial markets. This program also provides insights into the role of Treasuries and the process of issuance through auctions. Participants will learn how fixed income products benefits corporations and individual investors alike.

Duration: Half to one day


» Introduction to Derivatives
Step into the exciting world of derivatives – forwards, futures, swaps and options. This fundamental level program seeks to provide a practical look into the various types of derivatives. From hedging to speculation, learn about the evolution of this fascinating area. This program also includes an introduction to structured and exotics, including a case study of how credit derivatives caused the sub-prime crisis.

Duration: Half to one day


» Trade and Credit Risk
Need to stay ahead of the competition? International trade is the main driver for many major banks. Empower your corporate bankers with advanced level product knowledge, particularly in the understanding of the structure, pricing and risk management of trade-related and structured products. Customized to suit the varying levels of experience, expect a highly practical program with numerous case studies that equip corporate bankers with the differentiating edge to engage clients with impact and results.

Duration: Half to one day


» Transformational
This program is tailored to equip investment and private bankers with leading edge consulting techniques to conquer the current challenging financial environment. Integrating financial products into contemporary consulting models, participants learn and apply techniques that help them build rapport, understand the psyche of clients’ buying decisions and flex their engagement styles to close deals.

Duration: Half to one day