On successful Completion of the course you will get a sound understanding of:

• business objectives, resources and accountability
• the structure and classification of business
• the external environment
• the scale and location of production, different production processes
• marketing strategy, marketing planning and market research
• accounting concepts and sources of finance
• HR planning

This course will assist in the preparation for the ABE (Association of Business Executives) certification exams.

Product code: WLN-ABE-ITB

On successful Completion of the course you will get a sound understanding of:

• the nature of financial accounting and the principles of double entry book-keeping
• how to prepare final accounts
• accounting rations for profitability and liquidity
• costing for materials, labour and overheads
• how costing principles can be used in decision making
• budgeting and budgetary control

This course will assist in preparation for the ABE (Association of Business Executives) certification exams.

Product code: WLN-ABE-1000<

On successful Completion of the Introduction to Quantitative Methods course you will be able to:

• Develop quantitative thinking and skills
• Develop skills in gathering and computing numbers
• Cultivate the ability to present, interpret and communicate quantitative results for managerial decision making
• Build a robust quantitative foundation for other business units

This course will assist in preparation for the ABE (Association of Business Executives) certification exams.

Product code: WLN-ABE-1020<

On successful Completion of the Introduction to Business Communication course you will be able to accomplish the following:

• the principles governing the communication process
• how to compose common types of business communication
• how to communicate orally and in writing
• non-verbal signals
• barriers to communication and how to overcome them
• how to summarise simple business information
• the role of computers and ICT
• communications structures within organisations
• common business and communications terms

This course will assist in preparation for the ABE (Association of Business Executives) certification exams.

Product code: WLN-ABE-1010

On successful Completion of the Introduction to Marketing course you will be able to accomplish the following:

• the relationship between marketing and business
• the marketing mix
• the elements of marketing communications
• how to communicate in sales and marketing contexts
• effective marketing presentations

This course will assist in preparation for the ABE (Association of Business Executives) certification exams.

Product code: WLN-ABE-1011

On successful Completion of the Introduction to Bookkeeping course you will be able to:

• Business transactions
• Introduction to business and recording transactions
• Introduction to sales on credit
• Books of prime entry – sales day book and sales returns day book
• the banking system and double entry bookkeeping
• Books of prime entry – Purchase day books and purchase returns day books
• Banking – Receiving and making payments
• Cash book
• The cash book and introduction to double entry
• Introduction to double-entry bookkeeping
• Accounting for receivables
• Accounting for payables
• Payroll and ledger accounts
• Petty cash, the journal and payroll
• Accounting for petty cash
• The accounting process and journals
• Payroll
• Payment methods in a payroll system
• Reconciliation and preparing the trial balance
• Control accounts and the bank reconciliation
• Receivables control account
• Payables control account
• Trial balances
• Preparing a trial balance
• Correction of errors in a trial balance

Certification: This course will assist in preparation for the ABE Certification exams.

Product code: WLN-ABE-INB

On successful Completion of the Intermediate Bookkeeping Bookkeeping course you will be able to:

• Widely accepted accounting principles and concepts
• The elements of the financial statements
• The principles of accounting
• How to account for business transactions
• Maintaining financial records and the flow of accounting information
• Recording cash and bank transactions using journals and ledger accounts
• Bank reconciliations
• Sales and purchase transactions
• How to account for events and prepare financial statements
• General principles of sales tax
• Tangible non-current assets
• Depreciation of tangible non-current assets
• Disposal of tangible non-current assets
• Receivables, payables and provisions
• Reconciliation of control accounts and the cashbook
• Control account reconciliations
• Accruals and prepayments
• Inventory – an introduction
• Inventory – valuation and recording
• Extraction of the trial balance
• Correcting errors in the general ledger
• Preparation of the final accounts
• The extended trial balance
• Incomplete records
• Introduction to partnerships
• Preparing partnership accounts

Certification: This course will assist in preparation for the ABE Certification exams.

Product code: WLN-ABE-INBK

On successful Completion of the Introduction to Management Accounting course you will be able to:

• The nature and purpose of cost and management accounting
• Cost classification, behaviour and measurement
• Source documents, coding and accounting for materials
• Accounting for labour, product costs and overheads
• How to use spreadsheets

Certification: This course will assist in preparation for the ABE Certification exams.

Product code: WLN-ABE-INMA

On successful Completion of the Intermediate Management Accounting course you will be able to:

• Management information
• Costing and financial principles and techniques
• Budgets and variances
• Materials
• Labour and Costs
• Capital and revenue expenditure
• Job and batch costing
• Service costing
• Absorption costing
• Marginal costing
• Process costing
• Cost-volume-profit (CVP) Analysis
• Short-term decision-making
• capital investment appraisal techniques
• Discounted cash flow analysis
• Cash and cash flow
• Cash management
• Cash budgets
• Investing and financing

Certification: This course will assist in preparation for the ABE Certification exams.

Product code: WLN-ABE-IMA

On successful Completion of the Introduction to Accounting course you will be able to accomplish the following:

• the importance of effective accounting information systems
• accountancy terms and definitions
• the principles, purposes, concepts and techniques used in financial and management accounting

This course will assist in preparation for the ABE (Association of Business Executives) certification exams.

Product code: WLN-ABE-1111

On successful Completion of the Introduction to Cost and Management Accounting course you will be able to accomplish the following:

• Understand the principles of costing for materials, labour and overheads
• Understand and calculate the costs for various outputs
• Demonstrate an understanding of the way costing principles can be used in short-term and long-term decision-making
• Demonstrate an understanding of the principles of standard costing, budgeting and budgetary control

This course will assist in preparation for the ABE (Association of Business Executives) certification exams.

Product code: WLN-ABE-1211

On successful Completion of the Quantitative Methods for Business Management course you will be able to accomplish the following:

• types of numerical data and data collection processes
• probability distributions and their applications in business and management
• how to investigate patterns in business variables
• how how statistics and mathematics can be applied in the solution of economic and business problems

This course will assist in preparation for the ABE (Association of Business Executives) certification exams.

Product code: WLN-ABE-1411

On successful Completion of the The Business Environment course you will get a sound understanding of:

• the significance of the environment for business
• the structure and organisation of business
• the competitive and political environment facing business
• the impact of the macro-economic environment and of the global economy on business

This course will assist in preparation for the ABE (Association of Business Executives) certification exams.

Product code: WLN-ABE-516

On successful Completion of the Financial Accounting course you will get a sound understanding of:

• the framework of financial accounting
• how to prepare, present and analyse financial statements and consolidated financial statements under IGAAP
• how to prepare Statements of: Comprehensive Income/Financial Position/Changes in Equity/Cash Flows
• capital structure and gearing
• Enterprise Resource Management Systems
• Computerised Accounting Systems
• Oracle Financials R12 Software
• Oracle Financials R12 General Ledger Module

This course will assist in preparation for the ABE (Association of Business Executives) certification exams.

Product code: WLN-ABE-516

On successful Completion of the Marketing Policy, Planning and Communication course you will get a sound understanding of:

• the nature of marketing and how to evaluate its role and value in different contexts
• the marketing mix (7Ps)
• how to formulate and evaluate marketing plans
• the contributions of information, market research and technology
• environmental factors, environmental scanning and external audits
• buyer behaviour at all levels
• segmentation, targeting and positioning

This course will assist in preparation for the ABE (Association of Business Executives) certification exams.

Product code: WLN-ABE-516

On successful Completion of the Organisational Behaviour course you will get a sound understanding of:

• the importance of organisational behaviour
• the individual’s contribution to the organisation
• motivation theories and job design
• job satisfaction and dissatisfaction
• groups in organisations
• leadership theories
• conflict and conflict resolution
• communication processes

This course will assist in preparation for the ABE (Association of Business Executives) certification exams.

Product code: WLN-ABE-516

On successful Completion of the Human Resource Management course you will get a sound understanding of:

• the importance of a professional approach to HRM
• people resourcing
• employee development, reward and recognition and employee relations
• the full range of HRM functions
• key developments in the HRM agenda

This course will assist in preparation for the ABE (Association of Business Executives) certification exams.

Product code: WLN-ABE-516

On successful Completion of the Principles of Business Law course you will get a sound understanding of:

• the main sources and types of law and their purposes
• different types of business organisation, directors’ duties and liabilities
• the essentials of contract law and its use in today’s society
• the law of agency, duties and liabilities of agents and principals
• contracts of and for services, implied duties of an employer and employees

This course will assist in preparation for the ABE (Association of Business Executives) certification exams.

Product code: WLN-ABE-516

On successful Completion of the Managerial Accounting course you will get a sound understanding of:

• understanding of the essential requirements of a managerial accounting system including control systems
• understanding of how to classify and analyse cost data according to the activity
• understanding of costs for short-term decision making, marginal and absorption costing
• understanding of budgetary control and working capital management
• understanding of standard costing and variance analysis
• understanding of capital investment project appraisal

This course will assist in preparation for the ABE (Association of Business Executives) certification exams.

Product code: WLN-ABE-516

On successful Completion of the Economics for Business course you will get a sound understanding of:

• sound understanding of the finite nature of economic resources
• sound understanding of market equilibrium, supply and demand analysis, price determination
• sound understanding of elasticity of demand and supply
• sound understanding of short and long run costs, economies and diseconomies of scale
• sound understanding of how different market structures affect business
• sound understanding of how the banking and finance sector affects business

This course will assist in preparation for the ABE (Association of Business Executives) certification exams.

Product code: WLN-ABE-516

On successful Completion of the Managing the Customer Relationship course you will get a sound understanding of:

• how customer service contributes to organisational objectives
• how to improve customer service performance in an organisation
• how to improve customer service levels in different settings
• how to manage the customer interface
• the role of front-line staff in customer service

This course will assist in preparation for the ABE (Association of Business Executives) certification exams.

Product code: WLN-ABE-516

On successful Completion of the Entrepreneurship and Business Development course you will get a sound understanding of:

• the concepts of entrepreneurship, enterprise, owner-management, innovation and creativity
• the nature of business development for existing and new businesses
• the importance of research and information to business
• regulatory frameworks affecting small business
• how to resource and financially manage a new business
• the enterprise culture and characteristics of entrepreneurs

This course will assist in preparation for the ABE (Association of Business Executives) certification exams.

Product code: WLN-ABE-516

On successful Completion of the Corporate Strategy and Planning course you will get a sound understanding of:

• the nature, scope and need for corporate strategic planning
• how to evaluate corporate strategic planning decisions
• how to critically assess and decide between strategic options
• key developments in the HRM agenda
• how to evaluate key contemporary issues and future challenges

This course will assist in preparation for the ABE (Association of Business Executives) certification exams.

Product code: WLN-ABE-516

On successful Completion of the Managing in Organisations course you will get a sound understanding of:

• different approaches to organisation theory
• organisational structure and design
• managerial processes
• organisational strategy and goals
• the effects of external and internal pressures
• organisational change and development

This course will assist in preparation for the ABE (Association of Business Executives) certification exams.

Product code: WLN-ABE-516

On successful Completion of the Strategic Marketing Management course you will get a sound understanding of:

• concepts and processes of strategic development and marketing planning
• the importance of strategic marketing analysis and research
• how an organisation determines and achieves its strategic direction
• implementation, measurement and control of strategic marketing plans
• strategic marketing for different business contexts
• the impact of technological advances

This course will assist in preparation for the ABE (Association of Business Executives) certification exams.

Product code: WLN-ABE-516

On successful Completion of the Strategic Human Resource Management course you will get a sound understanding of:

• the nature and benefits of an HR strategy
• links between corporate strategy and operational HR activities
• the design, monitoring and evaluation of an HR strategy
• strategies for people resourcing, learning and development, employee relations, performance management and reward

This course will assist in preparation for the ABE (Association of Business Executives) certification exams.

Product code: WLN-ABE-516

On successful Completion of the Project Management course you will get a sound understanding of:

• the preliminary stages of a project
• how to analyse the project work content and risks in order to obtain estimates and tenders
• detailed project planning
• monitoring and control
• project team structures and management strategies
• managing quality and change
• closure and review of projects

This course will assist in preparation for the ABE (Association of Business Executives) certification exams.

Product code: WLN-ABE-516

On successful Completion of the Corporate Finance course you will get a sound understanding of:

• the role of the Corporate Finance Manager
• debt and equity funding and financial gearing
• the evaluation of investment decisions
• key developments in the HRM agenda
• valuation of company shares
• dividend policies
• the cost of capital
• treasury and working capital calculations

This course will assist in preparation for the ABE (Association of Business Executives) certification exams.

Product code: WLN-ABE-516

On successful Completion of the International Business Finance and Planning course you will get a sound understanding of:

• business environmental analysis in the international business and financial planning process
• international financial markets and the international financial environment
• international investment projects and project finance
• the impact of globalisation on the business and financial planning process
• the management of financial risks associated with global expansion and sustainability

This course will assist in preparation for the ABE (Association of Business Executives) certification exams.

Product code: WLN-ABE-516

On successful Completion of the Information Systems for Strategic Management course you will get a sound understanding of:

• the role of Information Systems in supporting strategic management
• strategic management principles as applied to e-Commerce and business processes
• the need for organisational change to realize the benefits of new technology
• applications of new technology (national and international)
• how to review a strategic information system
• reasons why IS projects succeed and fail

This course will assist in preparation for the ABE (Association of Business Executives) certification exams.

Product code: WLN-ABE-516

On successful Completion of the Introduction to Management Information Systems course you will get a sound understanding of:

• the meaning of ‘Information System’ and related terms
• the purposes of the hardware and software components of a PC
• how to select a program development environment
• functions of common office packages
• data processing stages of computerised business applications
• the impact of the Internet and other recent technologies on business models and applications
• IT staffing and skills requirements

This course will assist in preparation for the ABE (Association of Business Executives) certification exams.

Product code: WLN-ABE-516

On successful Completion of the Personnel Administration course you will get a sound understanding of:

• the role of a personnel administrator within the HR function
• the competencies required by a personnel administrator
• how the personnel administrator can contribute towards: HR planning and people resourcing; training, learning and development; performance management; employee relations and engagement
• the management of personnel information

This course will assist in preparation for the ABE (Association of Business Executives) certification exams.

Product code: WLN-ABE-516

On successful Completion of the Managing People course you will get a sound understanding of:

• principles of people management and leadership
• the internal and external environment for people management
• changing staff attitudes and expectations
• changing expectations of employers
• ‘hygiene’ and ‘motivator’ factors in employee motivation
• the role and nature of leadership
• high performance working

This course will assist in preparation for the ABE (Association of Business Executives) certification exams.

Product code: WLN-ABE-516

On successful Completion of the Human Resource Development course you will get a sound understanding of:

• Understand the role of human resource development within organisations
• Be able to critically analyse learning and development theory
• Understand the organisational factors that influence learning and development
• Know how to develop an effective performance management programme
• Understand the importance of human resource development
• Understand the purposes, relevance and value of specific management development initiatives and programmes

This course will assist in preparation for the ABE (Association of Business Executives) certification exams.

Product code: WLN-ABE-516

On successful Completion of the People Planning and Resourcing course you will get a sound understanding of:

• principles behind the design, implementation and review of people plans
• the external factors to be considered when designing the people plan
• different approaches to people resourcing in today’s organisations
• recruitment and selection processes and their evaluation
• employee retention and managing employee departures
• systematic, cost-effective recruitment and selection
• methods for controlling turnover
• Employer branding strategies

This course will assist in preparation for the ABE (Association of Business Executives) certification exams.

Product code: WLN-ABE-516

On successful Completion of the Employment Relations course you will get a sound understanding of:

• the nature and different forms of the employment relationship
• the roles of employers, trade unions, the state and international bodies
• how employment relations decisions are made and implemented
• the legal background
• co-operation, conflict and negotiation skills
• current issues

This course will assist in preparation for the ABE (Association of Business Executives) certification exams.

Product code: WLN-ABE-516

On successful Completion of the Personnel Information Systems course you will get a sound understanding of:

• the role of PIS in HR decision making
• the different systems appropriate for different levels of the organisation
• basic techniques for analysing and modelling personnel information
• different methodologies for the design and control of PIS
• ethical, professional and legal obligations

This course will assist in preparation for the ABE (Association of Business Executives) certification exams.

Product code: WLN-ABE-516

On successful Completion of the Managing Organisational Change and Development course you will get a sound understanding of:

• how to assess the strategic direction of an organisation and apply the results
• the development and evaluation of an HR strategy
• the factors affecting people resourcing activities
• the management of performance
• employee development and reward strategies
• how to plan and evaluate organisational change and development
• the place of conflict

This course will assist in preparation for the ABE (Association of Business Executives) certification exams.

Product code: WLN-ABE-516

On successful Completion of the Performance Management and Reward course you will get a sound understanding of:

• the purposes and benefits of performance and reward management
• how performance management and reward fit with the contexts of the organisation
• how to design and implement performance management and reward processes
• appraisal schemes
• the evaluation of performance management and reward
• how to promote fair treatment
• the handling of performance issues through conduct and capability procedures

This course will assist in preparation for the ABE (Association of Business Executives) certification exams.

Product code: WLN-ABE-516

On successful Completion of the course you will get a sound understanding of:

• The Financial Services and Markets Act 2000 (FSMA)
• Business Standards
• Conduct of Business Sourcebook
• Client Assets Sourcebook
• Complaints and compensation
• Financial Crime
• Regulatory Developments

This course provides an overview of the regulatory regime in the UK, as amended by MiFID in November 2007. In particular, it develops an awareness of how the regulations and applicable statutes affect the operations of investment banking, stockbroking and investment management firms in the UK.

Product code: WLN-BPP-ITB

On successful Completion of the course you will get a sound understanding of:

• The Money Laundering Regulations 2007
• Risk-based Approach
• Due Diligence
• Enhanced Due Diligence
• Sanctions
• The current sanctions regime
• Penalties for non-compliance
• Policies and Procedures

This course will be of benefit to all those who work in the regulated sector and need to be aware of the Money Laundering Regulations 2007.

Product code: WLN-BPP-1000<

On successful Completion of the course you will get a sound understanding of:

• Risk Definitions
• Interest Rate Risk
• Interest Rate Risk Management
• Sensitivities in Bond Cash Flows
• The Zero Coupon Yield Curve
• FX Risk
• Options

This course will be of benefit to dealers, investors, risk managers, auditors and support staff with a good basic knowledge of the financial markets who need to develop their understanding of the risk management aspects.

Product code: WLN-BPP-ITB

On successful Completion of the course you will get a sound understanding of:

• What is risk?
• What is operational risk?
• How does operational risk differ from other risks – boundary issues
• The role of the operational risk management group
• Building the firm’s risk culture
• Creating a policy across the firm
• Causes - events and impacts
• Risk identification
• The approaches to assessment and measurement of operational risk
• Implementing mitigating controls
• Reporting and audit
• Regulatory considerations under Basel II
• Approaches to operational risk capital
• Modelling operational risk within a Basel context
• Supporting case studies

This course will be of benefit to those who are new to the subject or who are increasingly being involved in Risk Management measurement and reporting - including Operational Risk - whether in a support or a managerial function. Prior attendance on Introduction to Risk Management would be useful but not necessary. .

Product code: WLN-BPP-1000<

On successful Completion of the course you will get a sound understanding of:

• Legal Background and Corporate Governance Issues
• Compliance
• Company Law
• FSMA
• Sarbanes-Oxley
• Combined Code
• SYSC - FSA Requirements
• Strategy and Business Risk
• Management Reporting and Balanced Scorecards
• KPIs and KRIs
• Risk Appetite and Risk Control Structures
• Management of the Components of Risk
• Credit risk
• Operational risk
• Market risk
• Other (e.g. liquidity, legal, etc.)
• Examples of Poor Risk Management in the Financial Services Industry

This course aims to explain the legal and compliance background to risk management, before considering in a non-mathematical way the core principles and processes of managing risk. Case studies will be used throughout and the emphasis of the course is on developing a comprehensive understanding of the subject.

Product code: WLN-BPP-IRM

On successful Completion of the course you will get a sound understanding of:

• Principles underlying financial reporting: Accruals; matching; and prudence
• Contents of Published Accounts
• Recording Transactions
• The Financial Statements
• Linking the Statements Together
• Getting to Grips With Accounting Jargon

This course is designed to provide an understanding of the primary financial statements and other main contents of published annual company accounts. The focus is on defining accounting terms and explaining key concepts so that you will be able to read an annual report with confidence. No prior knowledge of company accounts is assumed..

Product code: WLN-BPP-1100<

On successful Completion of the course you will get a sound understanding of:

• Describe the framework, legal and voluntary, within which banks conduct business with customers
• Describe and explain the different types of businesses and corporate customers
• Describe the main features of the various services, or products, banks offer to their customers
• Differentiate between the various forms of business customer: sole traders, partnerships, companies, public sector bodies
• State and explain the principles of lending and credit scoring.
• Describe the various lending products banks provide
• Describe and explain the content of balance sheets
• Demonstrate a sound knowledge of financial ratios
• Describe and explain the principles of good security
• Explain why there is a need for banks to take security from customers
• Explain the process of credit assessment
• Explain how banks manage credit risk by controlling customers’ accounts, monitoring the cash flow of the business
• Describe the problems that can arise after the loan to the customer is granted and explain the remedies available
• Describe what administration comprises, its purposes, and how it is carried out
• Explain the powers and duties of an administrator and creditors’ rights
• Describe and explain what liquidation involves
• Describe and explain sequestration – the legal process for sole traders and partnerships

This course will provide a thorough introduction on the key elements of UK Business Banking. Items that will be explained include the key players and components of the main banking markets, the major products and services and how they work.

Product code: WLN-BPP-BNK

On successful Completion of the course you will get a sound understanding of:

• Explain what the functions of a bank are
• Define what is meant by a bank customer
• Explain the operation of savings and investment accounts
• Describe basic lending facilities offered by banks
• Outline money transmission and payment services
• Differentiate between the different classifications of customers
• State the implications of dealing with different types of customers for the banker
• Explain why banks need to ingather information on both new and existing customers
• State why accounts may be closed and describe what should be done to close an unsatisfactory account
• Explain what a cheque is
• Describe the parties to a cheque.
• State what is meant by “Funds Attached”
• Describe the significance of a crossing on a cheque
• Outline the functions of online and telephone banking
• Explain electronic funds transfer
• Describe the use of plastic cards in banking
• Present a structured approach to the credit assessment process
• Describe the main lending products offered by banks
• Explain why a bank takes security
• Differentiate between direct and third party security
• Describe the attributes of a good security

This course will provide a thorough introduction on the key elements of UK Banking Operations. Items that will be explained include the key players and components of the main banking markets, the major products and services and how they work.

Product code: WLN-BPP-BSOP<

On successful Completion of the course you will get a sound understanding of:

• Role of Bonds and Bond Markets in Finance
• Essentials of bond pricing and bond yields
• The UK Gilt Market and its key participants
• Credit Ratings and Credit Rating Agencies
• Factors driving bond markets
• Other types of bonds

This introductory course aims to cover the key aspects of bond instruments and markets – explaining market terminology and structure, pricing, trading and investing - as well as to communicating market practice and lay a foundation of technical knowledge applicable to both the buy side and the sell side as well as those involved in bonds in other capacities.

Product code: WLN-BPP-BSOP<

On successful Completion of the course you will get a sound understanding of:

• Explain why banks need regulation
• Illustrate the key reasons for and against the regulation of banking systems
• Understand why financial intermediaries exist
• Discuss the main types of risks faced by banks
• Understand how risk affects the return of a risky asset
• Discuss main techniques employed by banks to manage their risks
• Explain how to value real assets and financial assets
• Understand the Liquidity gap
• Understand Interest rate risk and source
• Understand Liquidity and interest rate risk
• Understand Interest rate gap
• Understand Portfolio-modified duration gap
• Understand the Securitization Process
• Understand NPV and value-at-risk
• Explain how to value financial assets (bonds and stocks)

This course provides an introduction to the core principles of Asset and Liability Management and covers a broad range of topics including Liquidity gap, Interest rate risk and source, Liquidity and interest rate risk, Interest rate gap, Portfolio-modified duration gap, Securitization and NPV and value-at-risk.

Product code: WLN-BPP-ALM<

On successful Completion of the course you will get a sound understanding of:

• Explain why banks need trade finance
• Explain Factors That Promote Global Trade
• Describe Trade Agreements / Organizations
• Explain Export Credit and Multilateral Agencies
• Describe Establishing Terms Between Buyers and Sellers
• Describe Letters of Credit
• Describe Commercial and Standby Letters of Credit
• Discuss Financial and Commercial Transaction Documents
• Describe Types of Export Financing
• Describe Private Insurance-Supported Financing
• Discuss Risk and Compliance

This course is designed as the foundation for trade finance in banking and finance and provides an introduction to the core principles of trade finance Management and covers a broad range of topics including explain why banks need trade finance, factors That Promote Global Trade, Trade Agreements / Organizations, export Credit and Multilateral Agencies.

Product code: WLN-BPP-BTF<

On successful Completion of the course you will get a sound understanding of:

• explain how to value projects, and use key capital budgeting techniques (for example: NPV and IRR)
• understand and apply real option theory as an advanced technique of capital budgeting
• understand and explain the relevance, facts and role of the payout policy, and calculate how payouts affect the valuation of securities
• understand the trade-off firms face between tax advantages of debt and various costs of debt
• calculate and apply different costs of capital in valuation
• understand and explain different capital structure theories, including information asymmetry and agency conflict
• understand how companies issue new shares, and calculate related price impact in security offerings
• discuss why merger and acquisition activities exist, and calculate the related gains and losses
• understand risk, hedging, and numerous financial securities as tools to manage risk

This course is designed for bankers, treasury professionals, financial analysts, consultants and accountants interested in understanding investment appriasals and how corporations are valued, structured and financed.

Product code: WLN-BPP-BTF<

On successful Completion of the course you will get a sound understanding of:

• Describe the Technologies Supporting the Financial Service Industry
• Understand the Securities Industry
• Understand Retail Financial Services
• Understand Wholesale Financial Services
• Understand the International Environment for Financial Services
• Understand the Consumer of Financial Services

This course is designed for bankers, treasury professionals, financial analysts, consultants and accountants interested in understanding investment appriasals and how corporations are valued, structured and financed.

Product code: WLN-BPP-BTF<

On successful Completion of the course you will get a sound understanding of:

• Understand meaning, essential characteristics and types of negotiable instruments
• Describe the meaning and marketing of cheques, crossing of cheques and cancellation of crossing of a cheque
• Explain capacity and liability parties to a negotiable instruments
• Understand various provisions of negotiable instrument Act
• Understand negotiation, assignment, endorsement, acceptance, etc. of negotiable instruments
• Discuss purpose and scope of Banking Regulation Act
• Understand the various kinds of business that may be undertaken by a banking company
• Describe the provisions of the Banking Companies Act
• Understand adequacy of minimum paid-up capital and reserves
• Understand licensing of banks by the Central Banks, prior permission for opening a new branch, etc.
• Understand the provisions such as payment of dividend, maintenance of liquid assets (SLR and CRR)
• Understand the need for maintenance of annual accounts and balance sheet by a bank
• Understand the Central/Reserve banks powers to safeguard the interests of depositors and shareholders of banks, etc.
• Define and distinguish the term banking from any other commercial institution
• Define the term ‘customer’ of bank
• Understand the general relationship between banker and customer
• Know the special features of the relationship between banker and customer
• Understand how the banks ensure safety of the funds advanced by them
• Know about the legal provisions regarding the modes of creating charge over the tangible assets
• Explain various provisions of the Contract Act regarding contracts of guarantees and indemnity
• Make distinction between contract of guarantee and contract of indemnity
• Define bank capital
• Explain the various components of capital
• Explain the methodology to determine capital adequacy

This course is designed as the foundation for Insurance and Banking in financial services and provides an introduction to the core principles of Insurance and Bank Management and covers a broad range of topics including negotiable instruments, Banking Law and Regulation, scope of Banking Regulation Act, adequacy of minimum paid-up capital and reserves, payment of dividend, maintenance of liquid assets by banks, need for maintenance of annual accounts and balance sheet by a bank, understand the Central/Reserve banks powers to safeguard the interests of depositors, the general relationship between banker and customer and the role of financial intermediation, banking regulation and banking risk management.

Product code: WLN-BPP-PBF<

On successful Completion of the course you will get a sound understanding of:

• Describe the Ethics and Integrity in Financial Services
• Understand the Saving and Borrowing
• Understand Banking
• Understand Equities
• Understand Bonds
• Understand Markets
• Understand Other Areas of Financial Services

This course is designed to provide students with an introduction to the basics of financial services.

Product code: WLN-BPP-FFS<

On successful Completion of the course you will get a sound understanding of:

• Discuss why financial systems exist, and how they are structured
• Explain why the relative importance of financial intermediaries and financial markets is different around the world, and how bank-based systems differ from market-based systems
• Understand why financial intermediaries exist, and discuss the role of transaction costs and information asymmetry theories in providing an economic justification
• Explain why banks need regulation, and illustrate the key reasons for and against the regulation of banking systems
• Discuss the main types of risks faced by banks, and use the main techniques employed by banks to manage their risks
• Explain how to value real assets and financial assets, and use the key capital budgeting techniques (Net Present Value and Internal Rate of Return)
• Explain how to value financial assets (bonds and stocks)
• Understand how risk affects the return of a risky asset, and hence how risk affects the value of the asset in equilibrium under the fundamental asset pricing paradigms (Capital Asset Pricing Model and Asset Pricing Theory)
• Discuss whether stock prices reflect all available information, and evaluate the empirical evidence on informational efficiency in financial markets

This course is designed as the foundation banking and finance course on which subsequent and more specialised finance courses are based.

Product code: WLN-BPP-PBF<

On successful Completion of the course you will get a sound understanding of:

• Introduction and Course Overview
• Present Value Relations
• Fixed-Income Securities
• Equities
• Forward and Futures Contracts
• Options
• Risk and Return
• Portfolio Theory
• The CAPM and APT
• Capital Budgeting
• Efficient Markets

This course provides a rigorous introduction to the fundamentals of modern financial analysis and applications to business challenges in valuation, risk analysis, corporate investment decisions, and basic security analysis and investment management. The four major sections of the course are: (A) an introduction to the financial system, the financial challenges firms and households face, and the principles of modern finance in tackling these challenges; (B) valuation of stocks, bonds, forwards, futures, and options; (C) methods for incorporating risk analysis into valuation models, including portfolio theory, mean-variance optimization, and the Capital Asset Pricing Model; and (D) applications to corporate financial decisions, including capital budgeting and real options.

Product code: WLN-BPP-BTF<

On successful Completion of the course you will get a sound understanding of:

• Accounting Fundamentals
• The Analysis Framework
• Performance Measurement
• Working Capital
• Cash Flow Statements
• Asset Backing - Tangible Assets
• Intangible Assets
• Research and Development Costs
• Non Current Asset Investments
• Provisions
• Financing
• Group Reporting Introduction

This course aims to provide a thorough insight into the meaning and analysis of the financial statements of corporates. A basic knowledge of accounts formats and jargon is assumed.

Product code: WLN-BPP-BTF<

On successful Completion of the course you will get a sound understanding of:

• Revenue Recognition
• Off-balance-sheet Financing
• Corporation Tax
• Foreign Currency Transactions
• Financial Instruments

This course aims to provide a thorough insight into the meaning and analysis of the financial statements of corporates. A basic knowledge of accounts formats and jargon is assumed.

Product code: WLN-BPP-BTF<

On successful Completion of the course you will get a sound understanding of:

• Design Principles and Best Practice
• Time Management
• Construction Period Sources and Uses
• Building the Model
• Cash Flow Cascade and Reserves
• Project Ratios
• Model Flexibility - Scenario Management
• Consolidation

The aim of the course is to give delegates a robust and flexible method for building project models, and to train them in established design solutions to the common challenges presented by project models. In particular this will address the needs for time flexibility; flexible capex linked financing avoiding circularity; and scenario management.The course will be built around a live project case which will model a merchant or tolling IPP power project.

Product code: WLN-BPP-PFM<

On successful Completion of the course you will get a sound understanding of:

• Excel Basics and the Basics of Design
• Building the Framework
• Building the Schedules
• Building the Debt Schedule
• Balancing - Balance Sheet
• Cash Flows
• Tax and Valuation
• Analysis and Presentation

This course is designed to teach you how to build ‘from scratch’ an integrated balance sheet, profit and loss and cash flow forecasting model appropriate for equity valuation and debt related analysis. A basic knowledge of financial statements and Excel is assumed.

Product code: WLN-BPP-BTF<

On successful Completion of the course you will get a sound understanding of:

• Golden Rules of Model Design
• Building a financial forecast
• Forecasting the income statement
• Forecasting the balance sheet
• Linking up the cash flow statement
• Working with Scenarios
• Valuation
• Key Auditing Tools

This intermediate course is designed to teach modelling ‘best practice’, primarily how to build well structured financial models. It also critically assesses the merits of the different tools available in Excel, and looks at the practical applications of a number of Excel techniques and less commonly used functions. A ‘real life’ Discounted Cash Flow (DCF) valuation model is built over the 2 days for a FTSE 100 company.

Product code: WLN-BPP-BTF<

On successful Completion of the course you will get a sound understanding of:

• Identifying the Key LBO Success Factors
• Creating the Operating Model
• Tax (including losses)
• Sources and Uses of Funds
• Building the Debt Schedules
• Equity Return
• Quality Control in Models

This course will teach you how to construct a flexible model capable of analysing the suitability of a target business to a leveraged buy-out. Typical LBO constraints will be introduced and flexed to analyse the most appropriate structure to optimise sponsor returns. Through this process delegates will understand the dynamics and drivers of value in LBO transactions. Best practice financial modelling will be applied throughout.

Product code: WLN-BPP-PBF<

On successful Completion of the course you will get a sound understanding of:

• Benefits, Challenges and Applications of Risk Analysis and Modelling
• Core Concepts in Statistics
• Overview of core Probability Distributions
• Dependency relationships (overview)
• Techniques to implement risk models in practice (overview)
• Example applications, demos and hands-on exercises (selected from below)

The course starts with a discussion of the meaning, general benefits and applications of risk modelling in financial analysis and modelling. We then cover key concepts in statistics and probability distributions, as well as discussing dependency-relationship modelling, and various techniques through which risk models are implemented in practice. We implement some of the approaches using Excel/VBA, and also provide an overview of some Excel add-ins that can support the implementation of risk modelling.

Product code: WLN-BPP-IRM<

On successful Completion of the course you will get a sound understanding of:

• Valuing Equities
• Discounted Cash Flow (DCF)
• Discount Rates
• Multiples
• Introduction to the Valuation of Intangibles
• Introduction to APV and Real Option analysis

The focus of this course is to teach the two main techniques used in valuation of companies and their interrelationships: Discounted Cash Flow (DCF) and Comparable Multiples.

Product code: WLN-BPP-PBF<

On successful Completion of the course you will get a sound understanding of:

• Basic financial statement mechanics
• Accounting for: Sales, costs and working capital
• Accounting for: Non-current assets, tangible and intangible
• Accounting for: Financing arrangements, debt and leasing
• Accounting for: Provisions and other subjective areas
• Financial analysis (using examples of FTSE-250 companies)
• Company valuation techniques
• An introduction Financial modelling in excel

This interactive course has been developed for those who are new to the City, or those who need a refresher on the latest theories and applications. The basic accounting and financial reporting rules are explained, and delegates are given an opportunity to analyse and appraise the financial performance of two FTSE-250 PLCs (based on their annual financial statements).

Product code: WLN-BPP-PBF<

On successful Completion of the course you will get a sound understanding of:

• Understand Main activities involved in corporate finance
• Understand Raising Capital
• Understand Mergers and Acquisitions

This course is designed to provide an overview of corporate finance and covers the main areas: public equity, private equity, raising debt and mergers and acquisitions.

Product code: WLN-BPP-CFP<

On successful Completion of the course you will get a sound understanding of:

• Discounted Cash Flow (DCF)
• Application of DCF Techniques
• The Internal Rate of Return (IRR)

This course covers the fundamental mathematical skills required to evaluate most financial products and investment cash flows, developing all the basic ideas and concepts from scratch. No prior knowledge of financial mathematics is assumed.

Product code: WLN-BPP-PBF<

On successful Completion of the course you will get a sound understanding of:

• Understand Equities
• Understand Bonds
• Understand Derivatives
• Understand Corporate Finance

This course is designed to give a brief, jargon-busting introduction to the complex world of the investment bank and to explain the functions of the different departments. No prior knowledge of investment banking is assumed.

Product code: WLN-BPP-IIB<

On successful Completion of the course you will get a sound understanding of:

• Understand securitisation process
• Understand Key Structuring Tools
• Understand Derivatives
• Understand Revolving securitisations

This course is a comprehensive introduction to the various structures and tools used in securitisation. It looks at the issues which motivate both issuers and investors. The course will examine the key structuring tools used in the securitisation process.

Product code: WLN-BPP-SECI<

On successful Completion of the course you will get a sound understanding of:

• Understand securitisation process
• Types of securitisation
• Understand Key Structuring Tools
• Understand Derivative-based (‘Synthetic’) securitisation techniques
• Building a securitisation model

This course goes beyond the introductory level, exploring the various structures and tools used in securitisation. It looks at the underlying mathematics and modelling of the structures and examines the strengths and weaknesses of securitisation, with examples.

Product code: WLN-BPP-SECII<

On successful Completion of the course you will get a sound understanding of:

• Who issues convertibles and why
• Conversion Ratios, Coupons, Premiums, Parity
• Yield to Maturity, Bond Floors
• Hard and provisional Call Protection
• Other structures-step-up/downs etc
• Exchangeable bond issue, comparison with convertible
• Who issues convertibles and why
• Credit spread
• The embedded equity option. Black Scholes pricing of an option
• Uncertainty of dividends and impact on pricing
• Yield calculations and the ‘bond floor’
• Convertible Trading Strategies
• Stripping using underlying components
• The link to the credit default swap market
• Volatility arbitrage using stock options, bonds and bond futures
• Understanding Delta, Gamma, Theta and Vega
• Reverse convertibles

This course will examine the key features of convertible bonds and the motivations of issuers and investors in using them. The course will also cover the main trading strategies used.

Product code: WLN-BPP-PBF<

On successful Completion of the course you will get a sound understanding of:

• Fixed income principles revisited
• High Yield Market and Debt Issuance
• High Yield Bonds and Ratings

This course takes the delegates through the three main types of non-investment grade bonds. It will examine the key features of high yield debt, and how issuance differs from the high-grade market. The course will also cover analysis and trading of high yield debt.

Product code: WLN-BPP-PBF<

On successful Completion of the course you will get a sound understanding of:

• Regulatory Background and Current Status
• Credit Risk Approaches
• Operational Risk Approaches
• Capital Structure Developments
• Overview of Basel 2.5

This course is aimed at providing an introduction to the changes in capital adequacy and reporting requirements triggered by the introduction of the New Basel Accord (Basel II) in 2007. It will bring delegates up to date with the current regulations including an overview of Basel 2.5. This course is an essential basis for the Basel III – Introduction course.

Product code: WLN-BPP-PBF<

On successful Completion of the course you will get a sound understanding of:

• Developments in the Financial Markets since 2005
• Institutional changes in regulatory architecture
• Regulatory Responses to the Financial Crisis
• Capital adequacy – the rise of core Tier 1
• Corporate governance of regulated institutions
• Value at Risk

This course will be of benefit to regulatory reporting staff, senior managers, credit officers, compliance officers and advisors of banks and financial institutions, who need to understand the rapidly changing capital adequacy and reporting rules. A good knowledge of Basel II is essential. Attendance on the Basel II - Introduction (incorporating Basel 2.5) course would be a good basis for attending this course.

Product code: WLN-BPP-PBF<

On successful Completion of the course you will get a sound understanding of:

• Industry Overview
• Directional Strategies
• Non-Directional Strategies
• Measuring Risk
• Performance Measurement

This course explains the dynamic, diverse and complex world of hedge funds, and the growing role they play within the investment community. Specifically, it delivers a comprehensive overview, including a review, of the industry participants, strategies employed and risk considerations for absolute return funds, as well as an insight into their future development.

Product code: WLN-BPP-PBF<

On successful Completion of the course you will get a sound understanding of:

• Understand Participants in the Market
• Understand Types of traders and investors
• Understand Derivatives
• Understand Futures
• Understand Options
• Understand Swaps
• Understand other derivative instruments

This course will be of benefit to those who wish to develop an understanding of derivatives and the markets in which they operate.

Product code: WLN-BPP-ITD<

On successful Completion of the course you will get a sound understanding of:

• Understand the Credit Derivatives Market
• Understand Participants in the Market
• Understand Types of traders and investors
• Understand Credit Market Jargon and Terminology
• Understand Key Credit Derivative Products
• Understand Other Issues in Credit Derivatives
• Understand other derivative instruments

This introductory course aims to cover the key aspects of credit derivative instruments and markets – market terminology and structure, pricing, trading and investing - as well as laying a foundation of technical and practical knowledge. It will enable you to identify and compare different credit derivative instruments (including credit default swaps, total return swaps, credit options and credit linked notes) and consider the factors which determine their pricing. Delegates will also grasp an understanding of the main ways credit derivatives are used and why the market is growing so rapidly.

Product code: WLN-BPP-ITCD<

On successful Completion of the course you will get a sound understanding of:

• Understand the Equity Derivatives Market
• Understand Participants in the Market
• Understand Types of traders and investors
• Understand Credit Market Jargon and Terminology
• Understand Key Equity Derivative Products
• The trading and settlement mechanisms for exchange-traded index futures
• How fair future prices can be theoretically derived, and the impact of dividend yields on forward pricing
• How some other “delta-one” derivatives such as CFDs are used in the equity market
• The key features of option contracts
• The importance of volatility to the options market
• How option traders can “delta” hedge their exposures
• Understand Other Issues in Equity Derivatives
• Understand other derivative instruments

This course provides an insight into the two main styles of derivative seen in the UK equity market: "delta one" and options. The course covers index futures, contracts for difference and exchange traded funds along with call and put options.

Product code: WLN-BPP-PBF<

On successful Completion of the course you will get a sound understanding of:

• Understand the Derivatives Market
• Understand Participants in the Market
• Understand Types of traders and investors
• Understand structured products Jargon and Terminology
• Understand Types of bonds and derivatives used to create structured products
• Understand Capital protected products
• Understand Principal at risk products
• Understand Building a structured note to meet specific customer risk profile and market view

This course will provide delegates with a deeper understanding of structured products and their markets. It explores the process of creating these investments for the wealth management sector, explains the features embedded and explores the technical issues behind them. Broadly, the course is split into two areas: Capital-protected products and capital-at-risk products (SCARP in the UK regulatory sense).

Product code: WLN-BPP-PBF<

On successful Completion of the course you will get a sound understanding of:

• Understand the OTC Market
• Understand Participants in the Market
• Understand Interest Rate Swaps
• Understand Currency Swaps
• Understand Equity Swaps
• Understand Inflation Swaps

This course is designed to follow on from the ‘Derivatives- Introduction’ course and hence a basic understanding of swaps is assumed. The course is designed to be highly interactive and ‘hands on’, relying on several excel based case studies to develop a detailed understanding of swaps and their applications.

Product code: WLN-BPP-PBF<

On successful Completion of the course you will get a sound understanding of:

• Understand Rights and Obligations
• Understand Participants in the Market
• Understand other markets, OTC and exchange
• Understand "Vanilla" Options
• Understand OTC Markets
• Understand Pricing and option pricing models
• Understand From Delta to Gamma
• Understand Option Strategies

This course is designed to follow on from the one-day ‘Derivatives - Introduction’ course. It assumes a basic understanding of options and aims to develop a more in depth understanding of the features of options, how they are valued and their sensitivities. It also demonstrates the applications of options for both speculators and hedgers. Working option valuation and risk management models are used throughout to demonstrate, in particular, how the ‘greeks’ can be used to manage portfolios.

Product code: WLN-BPP-ITO<

On successful Completion of the course you will get a sound understanding of:

• Understand Bank balance sheet structure
• Understand “Basel ratios” – Tier 1 capital
• Understand Funds transfer pricing (FTP)
• Understand Interest rate risk
• Understand Liquidity risk
• Understand activities undertaken within a bank’s treasury area

The course is targeted at people entering the world of ALM, or those currently working within the field who wish to gain a holistic view of the treasury area. It is also suitable for those who deal with ALM as part of their job role.

Product code: WLN-BPP-PBF<

On successful Completion of the course you will get a sound understanding of:

• Understand Bank balance sheet structure
• Understand Basel 3 and deductions from equity capital
• Understand Interest rate risk management
• Understand Liquidity risk
• Understand Structural FX risk

This course has been designed for delegates looking for a deeper understanding of bank ALM - with emphasis on capital management, liquidity risk, and interest rate risk.

Product code: WLN-BPP-PBF<

On successful Completion of the course you will get a sound understanding of:

• Understand Valuation of interest rate swaps
• Understand Applications of swaps in debt liability management and asset management
• Understand Non-generic swaps – structuring pricing and applications
• Understand Cross-currency swaps
• Understand Interest rate options
• Understand Option embedded swaps
• Understand Swap portfolio risk management
• Understand Using value-at-risk to measure and manage the credit exposure of swap transactions

This course is designed to follow on from Introduction to Derivatives (including Futures, Forwards, Options & Swaps). A basic understanding of swaps and options is therefore assumed. The course is designed to be highly interactive and relies on several Excel based case studies to develop a detailed understanding of interest rate derivatives and their applications.

Product code: WLN-BPP-PBF<

On successful Completion of the course you will get a sound understanding of:

• Understand Shariah
• Understand Islamic finance
• Understand Islamic finance structures
• Understand Shariah compliant investment structuring
• Understand Shariah approval proces

This course is designed as an Introduction to Islamic Finance. A basic understanding of finance and banking is therefore assumed.

Product code: WLN-BPP-PBF<

On successful Completion of the Quantitative Methods for Finance course you will be able to accomplish the following:

• types of numerical data and data collection processes
• probability distributions and their applications in business and management
• how to investigate patterns in business variables
• how how statistics and mathematics can be applied in the solution of economic and business problems

This course will assist in preparation for the CIB (Chartered Institute of Bankers) certification exams.

Product code: WLN-ABE-1411

On successful Completion of the course you will get a sound understanding of:

• Understand Definition and assumptions of technical analysis
• Understand Critical Evaluation of technical analysis
• Understand Chart Plotting Methodologies
• Understand Chart Scaling Methodologies
• Understand Chart Periods
• Understand Theories: Dow, Elliott Wave, Gann , Fibonacci & Market Cycles
• Understand Trend Analysis – Short Term
• Understand Trend Analysis – Long Term
• Understand Volume and Open Interest Analysis
• Understand Technical Indicators

This course provides an introduction to the various concepts and techniques involved in technical analysis. The course will cover the key assumptions and theories used and will review the main charting methodologies.

Product code: WLN-BPP-PBF<

On successful Completion of the course you will get a sound understanding of:

• The principal underlying commodity markets and how they operate
• Principal determinants of price in commodity markets
• Market types – spot, forwards, futures, OTC
• Main players, their trading characteristics and objectives
• Commodity derivatives exchanges
• OTC markets for commodities
• How trading is conducted on the exchanges and OTC markets
• Post-trade operations on the exchanges and OTC markets
• How contract settlement and delivery is achieved
• Energy and power market specifics
• Base and precious metal markets
• Trading, hedging and investment strategies
• Weather derivatives and carbon trading
• New and emerging commodity markets – e.g. new exchanges, freight, commodity indices, bio fuels

This course will introduce you to the principal commodity and energy markets, describe their main characteristics and explain their current status.

Product code: WLN-BPP-ITC<

On successful Completion of the course you will get a sound understanding of:

• The mechanics of (and the key players in) the banking industry
• Format and presentation of banks financial statements (income statement, statement of financial position and cash flow statement)
• Accounting for investments and other financial assets: IAS 39, IFRS 7 and IFRS 9
• Accounting for particular banking activities; repos and securities lending, hedge accounting, securitisation arrangements etc
• Accounting for business combinations within the banking sector
• Key IFRS / US GAAP differences
• Industry accounting trends and latest developments

This course is designed to give participants an overview of the IFRS accounting rules for banks. There are no pre-requisites for the course, but a basic understanding of how banks operate and the fundamental accounting rules would be helpful.

Product code: WLN-BPP-AFB<

On successful Completion of the course you will get a sound understanding of:

• The structure of the capital markets and the roles of the participants
• Who issues and who invests in equities?
• How the issuing (IPO) process works
• Understanding how to analyse equities: key ratios and the impact of dividends
• How the Foreign Exchange market operates and the role of the USD in the spot market
• The type of risks that arise from cross-border business, and how to mitigate them
• What is a bond, and how it differs from loan finance
• How to price bonds and yield-to-maturity
• What are the different types of bond? Fixed, floating and other
• Who are the credit rating agencies and what do they do?
• The new issuance process for a bond
• The main derivative products: Futures swaps, and options
• Who uses derivatives? Hedging and speculation

This course provides a comprehensive understanding of the products and terminology used by issuers, investors and intermediaries in the capital markets. It will enable you to understand the workings of the equity markets, describe the major characteristics of bonds, bond markets and bond mathematics, explain the distinctive features of derivative instruments, and ensure a full understanding of the roles played by the major institutions in the capital markets. No prior knowledge of capital markets is assumed.

Product code: WLN-BPP-ITCM<

On successful Completion of the course you will get a sound understanding of:

• Investment Basics
• What is Investment?
• What are various options available for investment?
• What is meant by a Stock Exchange?
• What is a Depository?
• Conclusion

This is a basic level programme for those who wish to either begin a career in the financial markets in India or simply learn the fundamentals of capital markets. The course is structured to help understand the basic concepts relating to different avenues of investment, the primary and the secondary market, the derivatives market and financial statement analysis.

Product code: WLN-BPP-PBF<

On successful Completion of the course you will get a sound understanding of:

• To understand the concept of mutual funds
• To know about the roles of different players viz., custodians, asset management companies, sponsor etc. in the mutual fund industry
• To learn about the tax and regulatory issues related to mutual funds
• To understand the fundamentals of net asset value (NAV) computation and various investment plans

This course is designed to help you understand the concept of mutual funds and about the roles of different players viz., custodians, asset management companies, sponsor etc.

Product code: WLN-BPP-PBF<

On successful Completion of the course you will get a sound understanding of:

• To understand the fundamentals of the currency market
• To understand the currency futures as a risk management tool
• To learn about the trading platform of the currency derivatives segment of a stock exchange

This course seeks to create a common minimum knowledge benchmark for persons working in the currency derivative segment, in order to enable a better understanding of currency markets and exchange traded currency derivatives products, better quality investor service, operational process efficiency and risk controls.

Product code: WLN-BPP-PBF<

On successful Completion of the course you will get a sound understanding of:

• Introduction to Banking
• Banking and the Economy
• Bank Deposits, Nomination and Deposit Insurance
• Other Banking Services
• Bank - Customer Relationship
• Security Creation
• NPA and Securitisation
• Understanding a Bank’s Financials
• BASEL Framework
• Regulatory Framework (Part 1)
• Regulatory Framework (Part 2)
• Financial Inclusion

This course is will provide a thorough introduction on the key elements of UK banking. Items that will be explained include the key players and components of the main banking markets, the major products and services and how they work.

Product code: WLN-BPP-PBF<

On successful Completion of the course you will get a sound understanding of:

• To have a basic understanding about the concept of insurance Insurance
• To learn about the various types of insurance,
• Fundamentals of risk management,
• Insurance contracts and principles etc
• Fundamentals of Risk Management
• Insurance Contract, Terminology, Elements and Principles
• General Insurance
• Personal and Liability Insurance
• Financial Planning and Life Insurance
• Types of Life Insurance Policies
• Insurance Intermediaries

This course aims at providing basic insight about the concept of insurance, types of insurance, fundamentals of risk management, insurance contracts & principles.

Product code: WLN-BPP-PBF<

On successful Completion of the course you will get a sound understanding of:

• To have a comprehensive and in depth knowledge about treasury management
• To understand the various risks for companies and role of treasury management in mitigating them
• To know the various treasury management processes and how risk is to be managed in the treasury

This course is designed to teach you about making sure that the business has sufficient liquidity to meet its obligations, whilst managing payments, receipts and financial risks effectively.

Product code: WLN-BPP-PBF<

On successful Completion of the course you will get a sound understanding of:

• To understand the concept of derivative
• To learn the types of derivative products and their application
• To learn about the the trading of derivatives on the stock exchanges

This course has been prepared with a view to equip candidates with basic but essential information and concepts regarding the equity derivatives markets.

Product code: WLN-BPP-PBF<

On successful Completion of the course you will get a sound understanding of:

• To understand the various products, participants and the functions of the securities market
• To understand the market design of Primary Market & Secondary Market
• To understand the government securities market
• Regulatory Framework
• Mathematics and Statistics

This course develops on the Financial Market Beginner's Module. It discusses the issues relating to different areas of securities market in greater depth and detail than the Financial Market Beginner's Module. In addition, the course helps understand the securities market structure and government securities market.

Product code: WLN-BPP-PBF<

On successful Completion of the course you will get a sound understanding of:

• To understand the fundamentals of the currency market
• To understand the currency futures as a risk management tool
• To learn about the trading platform of the currency derivatives segment of a stock exchange

This course has been designed with a view to improve awareness about the Currency Futures market, which has been made available for trading in the London securities market in 1989. The course content is structured to help a beginner understand what the Currency Futures is, how it is traded and what uses it can be put to.

Product code: WLN-BPP-PBF<

On successful Completion of the course you will get a sound understanding of:

• To understand the capital market trading operations of LSE
• To understand the clearing, settlement and risk management processes
• To know about the eligibility criteria for seeking membership at NSE
• To learn the other important regulatory aspects

Capital Market for Dealers course appears to outfit the aspirants with the useful knowledge and operational skills-sets necessary for dealers in the equity market segment.

Product code: WLN-BPP-PBF<

On successful Completion of the course you will get a sound understanding of:

• To obtain comprehensive knowledge about technical analysis
• To understand the basis of technical analysis
• To understand the strengths and weaknesses of technical analysis

This course has been prepared with a view to provide a comprehensive and in depth knowledge about technical analysis.

Product code: WLN-BPP-PBF<

On successful Completion of the course you will get a sound understanding of:

• To understand the role of financial planning and its various stages, the concept of wealth cycle and life cycle, and the preparation of a financial plan and financial blood-test report
• To know how wealth management is different from financial planning and how the economy affects the wealth building efforts
• To appreciate the various dimensions of equity, debt, gold and real estate and their role, risks and application in the portfolio of individuals
• To understand how investment products such as derivatives and various types of funds and structured products can help in long term wealth creation and the risks underlying such products and services
• To select investments in a structured manner for wealth creation and a balanced approach to uncertainties
• To know how the risk profile of clients can be assessed and how asset allocation is an important element of wealth management
• To be oriented towards the kinds of risk that insurance can over protection against, and the safeguards required while buying life insurance, health insurance and other general insurance
• To develop competencies in the various elements of taxation and how investments are taxed
• To understand the dynamics that go into the preparation of an estate plan and know how to offer estate planning advice

This course has been prepared with a view to provide a comprehensive and in depth knowledge about wealth management.

Product code: WLN-BPP-PBF<

On successful Completion of the course you will get a sound understanding of:

• To have a comprehensive and broad based knowledge about the financial markets
• To get acquainted with various products, players and functioning of financial markets
• Understand Markets and Financial Instruments
• Understand Primary and Secondary Market
• Understand Financial Statement Analysis
• Understand Mutual Funds Products and Features
• Understand ETFs, Debt and Liquid Funds
• Understand Taxation and Regulation

This course has been prepared with a view to provide candidates with a comprehensive and in depth knowledge about the financial markets.

Product code: WLN-BPP-PBF<

On successful Completion of the course you will get a sound understanding of:

• To have a comprehensive and broad based knowledge about the financial markets
• To get acquainted with various products, players and functioning of financial markets

This course has been prepared with a view to provide candidates with a comprehensive and in depth knowledge about the financial markets.

Product code: WLN-BPP-PBF<

On successful Completion of the course you will get a sound understanding of:

• To have a basic understanding of various macroeconomic concepts
• To learn about macroeconomic behavior

This course aims at providing a basic understanding of various macroeconomic concepts and a glimpse of macroeconomic behavior.

Product code: WLN-BPP-PBF<

On successful Completion of the course you will get a sound understanding of:

• To learn about the various option strategies
• To understand payoff concepts
• To understand the objectives and risks of each different strategies

This course discusses the objectives of these strategies and the conditions under which they are successful. It is advisable to take the NCFM Derivatives Markets (Dealers) Module test which would make you familiar with the basic concepts of the options market, before attempting this module.

Product code: WLN-BPP-PBF<

On successful Completion of the course you will get a sound understanding of:

• To have a comprehensive and broad based knowledge about the securities markets
• To get acquainted with various securities markets products, rules and regulations

This course aims at providing a comprehensive and in-depth knowledge about the securities markets. While it not being a necessary criteria, it is advisable to have cleared the NCFM Beginners modules before taking up this module.

Product code: WLN-BPP-PBF<

On successful Completion of the course you will get a sound understanding of:

• To understand the rationale for a depository
• To know about the services provided by a depository
• To understand the processes involved in a depository's functioning
• To understand the NSDL application software

An efficient depository is critical to the efficient functioning of the capital market. This course provides deep insight into the functioning of the depository and outlines the various operational issues.

Product code: WLN-BPP-PBF<

On successful Completion of the course you will get a sound understanding of:

• To understand the importance of market surveillance mechanism
• To learn the role of surveillance in risk management
• To learn the rules and regulations like Anti Money Laundering Act, SEBI (Prohibition of Insider Trading) Regulations etc
"
• To understand the concept of corporate governance

Effective surveillance is the sine qua non for a well-functioning capital market. The course provides insights into the surveillance issues in the stock market.

Product code: WLN-BPP-PBF<

On successful Completion of the course you will get a sound understanding of:

• Undergraduates: who want to understand basics of finance & evaluate Investment & Finance as a career
• Fresh graduates: who are ready to start working in finance or those planning for further studies in Finance/CFA
• Professionals from non-finance background: who want to gain basic knowledge in Finance to help them in their fields or to evaluate if they would want to transition to a career in finance

The objective of this course is to help students to get an overview of the financial world with an emphasis on careers related to financial analysis. The course also aims to build strong foundation for CFA, the most recognized Global Qualification in Investment Areas.

Product code: WLN-BPP-PBF<

On successful Completion of the course you will get a sound understanding of:

• To learn the procedures of Clearing, Settlement
• To learn the procedures of Collateral Management
• To learn the procedures of Risk Management

Clearing, Settlement and Risk Management are vital functions of a Clearing Corporation. This is a Foundation Level Programme for those who wish to learn operational guidelines/procedures of Clearing, Settlement, Collateral Management and Risk Management.

Product code: WLN-BPP-PBF<

On successful Completion of the course you will get a sound understanding of:

• To understand the fundamental features of debt instruments
• To understand the trading of the debt instruments on the LSE Segment
• To know the regulatory and procedural aspects related to debt market
• To learn the concepts of bond valuation, yield curve, bootstrapping and duration

This course explains in simple terms the basic concepts of different types of debt instruments (G-secs, T-bills, CPs, Bonds and CDs) and provides useful insights into the London debt market, its various components, the trading mechanism of debt instruments in stock exchanges, bond valuation and so on.

Product code: WLN-BPP-PBF<

On successful Completion of the course you will get a sound understanding of:

• To learn about the various option strategies
• To understand payoff concepts
• To understand the objectives and risks of each different strategies

There are vast arrays of strategies available for trading options. This course discusses the objectives of these strategies and the conditions under which they are successful. It is advisable to take the Derivatives Markets Intermediate (Dealers) course which would make you familiar with the basic concepts of the options market, before attempting this module.

Product code: WLN-BPP-PBF<

On successful Completion of the course you will get a sound understanding of:

• To learn the basics of the derivatives market
• To understand the use of derivative products in speculating, hedging and arbitraging
• To learn the trading, clearing, settlement and risk management in equity derivatives
• To learn the regulatory, accounting and taxation issues relating to equity derivatives

This course provides insights into different types of equity derivatives, their trading, clearing and settlement and the regulatory framework.

Product code: WLN-BPP-PBF<

On successful Completion of the course you will get a sound understanding of:

• To understand the difference between commodity and financial derivatives
• To know the usage of commodity futures
• To understand the pricing mechanism of commodity futures
• To learn about the NCDEX trading platform, clearing and settlement operations
• To know the regulatory framework and taxation aspects of the commodities market

The aim of this course is to provide beginners as well as the dealers with both theoretical and applied knowledge pertaining to commodities trading. The course is beneficial for those who wish to pursue careers in brokerage firms dealing in commodity derivatives.

Product code: WLN-BPP-PBF<

On successful Completion of the course you will get a sound understanding of:

• To learn the fundamentals of banking
• To improve one's awareness of the policies and practices in the Indian banking sector
• To be familiar with banking services available in the UK

This course aims at familiarizing the candidates with the fundamentals of banking and provides some basic insights into the policies and practices followed in the UK banking system.

Product code: WLN-BPP-PBF<

On successful Completion of the course you will get a sound understanding of:

• To have a practical orientation towards the principles of investment, pricing and valuation"
• To learn the various methodologies of financial analysis

This course aims at creating a better understanding of the various concepts/principles related to investment analysis and portfolio management.

Product code: WLN-BPP-PBF<

On successful Completion of the course you will get a sound understanding of:

• To have a comprehensive and in depth knowledge about operations risk management
• To identify operations risk issues
• To understand approaches to mitigate operations risk issues

This course is designed to teach Operational risk management methodology which helps in risk assessment, risk decision making, and implementation of risk controls, which results in acceptance, mitigation, or avoidance of risk which is highly integral to businesses.

Product code: WLN-BPP-PBF<

On successful Completion of the course you will get a sound understanding of:

• To have a basic understanding about fundamental analysis
• To learn the various valuation methodologies

This course aims at providing a basic insight about fundamental analysis and various valuation methodologies used.

Product code: WLN-BPP-PBF<