This course is based around the discipline and concepts of financial management. Financial management is all-encompassing and embraces both the asset and liability sides of an organisation. Although Financial Managers are at senior positions and on par with the CFO and Treasurer, they are not engaged in accounting functions nor that of auditing.
However, he/she is integrally involved in most aspects of deriving the net income. Responsibilities ranging from asset/ liability management, to capital structure, to working capital and identifying financing sources amongst a myriad of options and costs – some transparent, others hidden and some mingled – all fall under the role of the Financial Manager. Given its natural overlapping role, especially with treasury, vis-à-vis banking relationships and funding sources, cooperation becomes critical amongst key players such as the financial manager, CFO and treasurer to ensure that taking, for example, a derivative position, is agreed upon and documented as a financially sound position to take.
This course will help you grasp the main concepts of finance and the practical mechanics of its implementation in different market disciplines, such as banking, commercial, industry as well as SMEs. It will provide you with the necessary tools to make a sound financial decision – as in investments, acquisitions, divestitures, funding, and product architecture.
Who Should Attend
- Corporate Finance Officers
- Credit Managers
- Treasurers/Assistant Treasurers
- Finance Directors
- Investment Managers
- Mutual and Pension Fund Managers
- Hedge Fund Managers
- Systems Analysts
- Product Development Managers
- Product Designers
- Financial Engineers
- Derivatives’ Executives
- Operations or Back Office Executives
- Internal Auditors/External Auditors
Benefits of Attending
- Understand the critical factors and the wide gamut of risk variables in credit decision-making as a financial manager
- Evaluate creditworthiness and cash flow of a borrower, and develop a framework for establishing and setting-up credit limits for borrowers
- Develop a scientific approach to problem recognition, early warning signals and remedial management
- Explore techniques used by market players to cope with deteriorating and unacceptable client quality; i.e. secondary market trading, securitisation and credit derivatives
- Explore quantitative and qualitative approaches for valuation and pricing products
- Analyse the effect of off-balance sheet products and derivative instruments on the borrower’s existing and potential cash flow
- Understand how Basel II Capital Adequacy Requirements affect banks’ internal credit scoring and modelling
Global Academy of Finance and Management (GAFM)
About Global Academy of Finance and Management® (GAFM)®
Established in 1996, the Global Academy of Finance and Management® (GAFM) International Board of Standards (IBS) Accreditation council is located in the EU and USA. Accredited by TUV Austria and ISO certified for both ISO 9001 Quality and ISO 29990 Training recognition, GAFM continues to forge ahead to ensure the quality of its programmes and provide a model for quality professional practice and performance, and a common reference for learning service providers (LSPs) and their clients in the design, development and delivery of non-formal education, training and development.
The Certification Board of Standards has been officially sanctioned by the Arab League’s Academy for over 20 Arab Nations and has been recognised in consultation directly with the ESCA Emirates Securities and Commodities Authority. The Certification Body is in academic standards alliance with the ACBSP National Business Accreditation Agency for Certification Standards worldwide and is a CHEA founding member of the quality assurance standards memorandum of the International Quality Group.
GAFM’s certification body regulates the standards for certification and accredited education and defines the criteria for qualified training and degree programmes which are a direct path to the certifications.
Types of GAFM™ Certifications: The Standards Policy Board awards specialised board certifications, designations, and charters in the fields of management, engineering, human resources, quality, financial engineering, accounting, management consulting, risk management, communications, procurement, logistics, construction, and consulting fields to qualified professionals who have completed internationally recognised or accredited training exams and education, government recognised degrees and documented management credentials and experience.
Hor Chan provides specialist financial markets consultancy and training to international banks, institutional investors and regulators. He is a Senior Assessor for the Association of Corporate Treasurers for the Risk module of the Diploma in Treasury Management.
He worked in Credit Risk Monitoring and for Risk Advisory Services at the EBRD and ABN Amro respectively, and was also responsible for technical skills training delivering courses both in-house and to clients globally.
Prior to moving into training, he worked in investment banking front-office roles. These included: Emerging markets debt trading and sales at Raiffeisen Zentral Bank; helping to set up the Asset Structuring Group at Unibank; and eight years at SG Warburg in various sales and trading positions in fixed income, OTC Options, LIBOR trading/asset swaps and credit derivatives, and where he was also Head of Structured Euro-MTN issuance.
Hor is an author for the Open University Business School’s Master’s in Finance modules on Investment and Portfolio Management and Derivatives and Risk Management. He is also a Visiting Lecturer at the University of Roehampton, teaching Capital Markets courses.
Hor studied Corporate Finance at London Business School and holds an MSc in Management Science from Imperial College, the University of London. He has earned a BSc in Physics from the University of Birmingham.
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