Enhancing Work Practices

Enhance work practices within a treasury by the application of market knowledge in a banking environment

This course is intended for people who trade on the various desks, conduct the treasurer function and monitor risk in a treasury.
Learners are able to:

Gather information to establish a comprehensive understanding of client needs and credit risk with a view to meeting these needs
Identify and explain applicable financial markets and role-players within the trading environment
Integrate market and client knowledge in order to recommend financial solutions.

$200.00

Course Content

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Module 1 – Gather information to establish a comprehensive understanding of client needs and credit risk with a view to meeting these needs 4 Lessons

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Module Content

0% Complete 0/4 Steps

1.1. Client business requirements are identified in order to initiate a deal as per business guidelines

1.2. Environment within which a client operates and the functioning of this environment is identified as per business guidelines

1.3. Historical and risk analyses of the client are conducted and evaluated as per business specified procedure

1.4. Current benchmark information is gathered from sources in order to provide solutions as per business guidelines

Module 2 – Identify and explain applicable financial markets and role-players within the trading environment 4 Lessons | 1 Quiz

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Module Content

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2.1. Appropriate markets are explained as per the appropriate legislation or regulations

2.2. The functions of role-players within various markets are explained with examples

2.3. Functions of brokers

2.4. The inter-relationship between various markets are understood and explained with examples

Quiz 1 – US 117821

Module 3 – Integrate market and client knowledge and recommend financial solutions 8 Lessons | 1 Quiz

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Module Content

0% Complete 0/8 Steps

3.1. Financial engineering models are used to integrate market knowledge into work practices in order to contribute to a best possible solution for clients, according to company model guidelines

3.2. Information with regard to market conditions is communicated to selected clients, to contribute to providing a solution to satisfy client needs

3.3. Dimensions of market analysis 1

3.4. Dimensions of market analysis 2

3.5. Dimensions of market analysis 3

3.6. Target audience analysis

3.7. Global market segmentation

3.8. Alternative solutions, which are based on market knowledge, are presented in order to meet client’s needs

Quiz 3 – US 117821