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Matrix Partnership Training Courses2016-12-27T15:05:05+00:00

c0c1ae_328fcbb88f8a45b497e2e4a043f10ec2Matrix Partnership Training Courses

The Matrix Partnership offers a range of programs for different disciplines, and a selection are shown below, all of which can be tailored for your individual requirements.

Our courses include:

Treasury and Capital Markets Courses

Our popular Treasury and Capital Markets provide a comprehensive introduction or refresher for professionals of all levels and cover the following key topics:

Foundation Courses

  • Introduction to Banking
  • Introduction to Financial Markets
  • Treasury and Capital Markets
  • Introduction to Foreign Exchange
  • Introduction to Equity Markets
  • Introduction to Commodities
  • Introduction to Fixed Income
  • Financial Maths Workshop

Derivatives

  • Introduction to Derivatives
  • Derivatives Fundamentals
  • Swaps, Options, Futures Workshops
  • Currency Options
  • Introduction to Credit Derivative

Corporate Treasury Courses

Our Corporate Treasury courses deliver a detailed overview of the key skills and disciplines required of a modern Corporate Treasurer including:

  • Corporate Treasury Skills
  • Managing Banking Relationships
  • Introduction to Cash Management
  • Introduction to Liquidity Management
  • Treasury Policy and Procedures
  • Financial Risk
  • Understanding Treasury Products
  • Financial Markets and Instruments
  • Derivatives for Treasurers

Banking Courses for Operations and Associated Departments

Our Banking Courses are applicable to a broad range of audiences and experience levels including:

Generic Courses (applicable across all banking operations disciplines)

  • Fundamental Banking Operations Concepts
  • Fundamentals of Syndicated Loans
  • Operations Involvement in Projects

Securities Operations

  • Fundamental Securities Operations Concepts
  • The Securities Trade Lifecycle
  • Securities Operations (fundamental concepts plus the securities trade lifecycle)
  • Failed Trades Management
  • Securities Lending & Borrowing
  • The Role of the Custodian
  • Fundamentals of Corporate Actions
  • Advanced Corporate Actions
  • Risks & Controls in Securities Operations

Derivative Operations

  • Introduction to Derivatives and Their Operational Processing
  • Credit Default Swap Post-Trade Processing
  • The Migration of OTC Derivatives to Central Clearing

Collateral Management

  • Fundamentals of Collateral Management
  • The Migration of OTC Derivatives to Central Clearing (impact on collateral management)
  • Collateral Management: Current & Future State

Capital Markets/Equity Fundamentals

These courses can be designed to be 1-3 day courses and cover the fundamental skills for analysts, corporate finance specialists and investment bankers:

  • Portfolio Management
  • Wealth Management
  • Hedge Funds
  • Debt & Equity Capital Markets
  • Company Valuation
  • Technical Analysis
  • Fusion Analysis

Management Skills, Leadership and Strategy Programs

Banking Courses

  • Selling skills for Bankers (Junior or Senior) – Corporate, Retail or Private Banking
  • Advanced selling skills for Bankers (Junior or Senior) – Corporate, Retail or Private Banking
  • Negotiations Skills for Bankers (Junior or Senior) – Corporate, Retail or Private Banking
  • Advanced negotiations Skills for Bankers (Junior or Senior) – Corporate, Retail or Private Banking
  • Management and Leadership for Bankers
  • Managing Conflict in Banks
  • Team Building in Banks

Business skills

  • Planning for success (business planning)*
  • Selling smarter (commercial & trading skills)*
  • Finance for poets (finance for non-financial managers)
  • Retail futures (understanding the retail industry)*
  • Local marketing*
  • Getting to grips with customers (researching customer needs)*
  • Listen! (running focus groups)
  • Create! (creativity, innovation & critical thinking)
  • How to get a good deal (negotiation)
  • Project success (project management) * denotes most suitable for retail and customer-facing businesses

Management skills

  • Real leadership
  • Building a high-performance team
  • Coaching
  • Respect! (diversity awareness)
  • Personal impact
  • Making meetings work (communications, facilitation & meetings)
  • Is anybody out there? (managing at a distance)

Self development skills

  • Personal insights
  • Square peg in a square hole (career management)
  • Planning your financial future (personal finances)
  • Stretching my potential (personal development)
  • I’m in charge (self management, personal organisation etc.)

Other support

  • 1:1 performance coaching
  • Career counseling

Accounting and Financial Awareness Programs

Our accounting and financial awarements progress deliver fundation information as well as refresher courses for accountants and managers of all experience levels including:

  • Accounting for Financial Instruments
  • Demystifying Company Accounts & Valuations
  • Finance for Non-Financial Managers
  • How to set and achieve your business goals
  • IFRS overview – for accountants
  • IFRS overview – for non accountants

Corporate Governance, Business Control and Fraud Investigation

Our range of corporate governance courses are essential for business managers and finance specialists in all fields.

  • Computer Forensics for Commercial Lawyers
  • Control Self Assessment
  • Disaster Recovery & Business Continuity Planning
  • Business Risk Management
  • Computer Auditing
  • Fraud Deterrence, Detection & Investigation