With increasing transaction volumes and complexity, managing cash has become a major challenge. It is essential for financial service providers to manage money effectively, because in cash management more than anywhere else "time is money". This course provides participants with a good understanding of cash processing and cash management.
The importance and complexity of corporate actions are often underestimated. When corporate actions are not performed correctly, they can result in significant losses. This course examines various aspects of corporate actions with the objective of providing participants with a good understanding of corporate actions and how they are processed.
In light of recent market developments, the area of custody has become more important and more visible than ever before. The increased focus on custody is likely to result in major changes to EU regulations and, subsequently, market practice. By focusing on custody operations for securities and investment funds in Europe, this course provides participants with an in-depth understanding of custody from both an operational and a regulatory perspective.
The value of the outstanding debt instruments in the world is approximately 120 trillion USD. Both the primary and secondary markets for debt instruments are extremely important components of financial markets. This course is designed to give participants a good understanding of debt instruments, their characteristics and the markets in which they are issued, traded and settled.
Both the primary and secondary markets for debt instruments are extremely important components of financial markets. This course is designed to give participants a good understanding of debt instruments, their characteristics and the markets in which they are issued, traded and settled.
Equities markets are among the most important financial markets in the world. Because of their fast pace and high volatility, equities markets are both complex and highly automated. This course provides participants with a good understanding of equities, their characteristics and the markets in which they are issued and traded.
The market for exchange-traded funds (ETFs) has grown rapidly. The unique characteristics of ETFs make them an interesting alternative to traditional funds and equities. This course is designed to provide participants with a good understanding of ETFs and the markets in which they are traded.
Fees and commissions are extremely important in the fund industry. Yet the variety of both fees and commissions is practically unlimited. For this reason, understanding and calculating fees and commissions represent a major challenge for most fund administrators. This course describes a wide variety of fees and commissions and the ways they are calculated, as a means of helping fund administrators improve their daily operations. The course is very practical and includes numerous exercises.
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Because of an increased focus on cost management and the widespread availability of computers throughout companies, corporate finance is no longer restricted to the accounting department. Managers of practically every department must compile budgets, write business cases and perform cost accounting. This course provides department managers and their support staff with the knowledge they need to understand finance and to perform the department-level accounting tasks that are often required of them.
Fund accounting is an essential activity in the fund industry, since it is the process through which the net asset value (NAV) of a fund is calculated. But fund accounting can be very complex, depending on the type of fund and how it approaches fund accounting. This course describes the fundamental concepts and methods of fund accounting and provides participants with the knowledge and skills that are needed to become a fund accountant. The course is very practical and includes numerous exercises.