London, 28-30 Aug 2019


3 day Masterclass

Introduction to Financial Markets

Understand how Financial Markets Operate Foreign Exchange Simulations Examine a range of different asset markets

Understand the Key Aspects of Financial Markets

The financial markets play an important role in the global economy. Understanding the basics and working of the financial system is vital to everyone. Examine the function and purpose of financial markets. Delve into the traditional role of banks, the foreign exchange market, the bond market, equities, asset allocation and derivatives.

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expand your knowledge

Explore the different financial markets in depth

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seize opportunities

Learn to manage risk effectively, and make informed decisions based on thorough analysis

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learn from the best

Our instructor in a senior financial market experts with 25+ years experience

learn how the financial markets work

This introductory course aims at enhancing understanding of the key aspects of financial markets.

This masterclass is perfect for banking and finance graduates (new recruits), back and middle office staff of banks, compliance and risk officers and sits well as a refresher course for front office staff with 1 or 2 years' experience.

 

 

book today saving £320

In just 3 days you will:

  • Understand how the financial markets operate
  • Appreciate how banks traditionally have made money and their role in the markets
  • Have experienced trading foreign exchange and managing risk in a competitive simulation
  • Know the difference between the money and capital markets
  • Be familiar with the different asset markets and be able to recommend asset allocations
  • Understand how and when to use derivatives

Meet your instructor

David Knapp teaching Introduction to Financial Markets for Terrapinn Training

David Knapp, Associate Lecturer at major Business College, is a senior financial markets expert with over 25 years experience as an Investment banker and trainer. He specializes in Financial markets, Investment management, Foreign Exchange, Futures and Options, Fixed Income, Trading simulations and Technical Analysis.

Organisations that will benefit:

  • Banks
  • Investment funds
  • Investment banks
  • Treasury and risk management
  • Fixed income traders

Who will attend:

  • Banking and finance graduates - new recruits
  • Back and middle office staff of banks
  • Compliance and risk officers
  • Refresher course for front office staff – with 1 to 2 years’ experience
  • Investment bankers
  • Traders
  • Commercial bankers
  • Treasury professionals
  • Financial and credit analysts
  • Investment analysts and fund managers

Course Agenda

  • Session 1
  • Introduction
  • Icebreaker - picture quiz on markets and famous people in markets
  • Overview – Contents, Objectives
  • Function of the global financial market
  • What is the purpose of markets? Discussion on free markets, capitalism, trade and the pricing mechanism
  • Session 2
  • The role of banks
  • Brief history of banking – how did banks develop and are they under threat from crowd sourcing and peer2peer lending?
  • Retail vs Investment banking – Glass Steagall Act and its repeal
  • Banks as intermediaries – traditional Western banking model
  • The centralised role of a typical bank Treasury – how they make money
  • Exercise: Design an organisational chart for a Treasury Department – delegates work in groups to draw a big organisation chart from their banking knowledge.
  • Session 3
  • Foreign Exchange market
  • Size and scope of FX
  • History and evolution of London’s predominance in FX
  • Spot and forward market
  • Currency pairs – base and quoted currency, the major currencies
  • Cross rates – how to calculate
  • Session 1
  • Recap bank roles and FX trading
  • Money markets
  • Centralised role of Treasury
  • Interest rates – LIBOR
  • Other money market instruments- CDs, CP, Repos.
  • Exercise: Personal income – Expenditure chart
  • Delegates construct their own charts extrapolating income and spending over their life span. Retirement issues and saving plans are discussed. The importance of compounding and saving are stressed and the investment industry’s attempts at fulfilling this need.
  • Session 2
  • The capital markets – Bonds and Equities
  • Fixed Income basics
  • Coupons and yields -
  • PV formula – present value of cash flows
  • The yield curve
  • Session 3
  • Corporate and sovereign bonds
  • Credit ratings
  • The role of the rating agencies
  • Equities: brief history of the stock markets
  • Primary and secondary markets – securitisation, underwriting and issuance
  • Session 4
  • Equity investing – the asset management business
  • Buy and sell side
  • Income and growth
  • Dividends and compounding
  • Exercise: Asset allocation – create your own portfolio
  • Delegates work in groups to plan a portfolio and present findings to class, giving reasons for allocation with reference to risks and potential returns.
  • Session 1
  • Recap money and capital markets
  • Recap asset allocation
  • Today’s financial markets – a look at the current markets and discussion about future outcomes
  • Introduction to derivatives
  • Size and growth of the derivative markets
  • Session 2
  • Exchange traded vs Over the counter (OTC)
  • Futures and Options
  • Pay off profiles
  • Advantages and disadvantages of futures
  • Session 3
  • Dealing with risk – hedging strategies
  • Swaps
  • Credit derivatives – CDS
  • Question: Do derivatives increase or decrease risk? Discussion topic – are derivatives weapons of mass destruction?
  • Session 4
  • Recap objectives & conclusion

For further information please call: +44 (0)207 092 1045

The earlier you book, the more you save…

Additionally, VAT may be applicable depending on course location.
Before 19 Jul 2019Before 9 Aug 2019After 9 Aug 2019
£3,180
Save £320
£3,340
Save £160
£3,500
  • “The depth and knowledge of my trainer was extremely impressive. In 3 days I have had, without a doubt, a masterclass on the industry. Truly world class.”

    - Gordon Dowall Potter, Past Delegate

  • “Well worth 3 days of study!”

    - Syed Hamza, Past Delegate

  • “The training was excellent! I give it a 10 and will get my trainer's support for my next challenges.”

    - Head of Partnerships & Customer Loyalty at Avis Budget, Past Delegate

  • “Extremely constructive course with a very good dynamic and passionate trainer.”

    - Managing Director at BNP Paribas, Past Delegate

  • “Impressive and cooperative trainer who wanted to make sure the delegates understood.”

    - Budgeting, Planning & Reporting Manager, Past Delegate

IN-HOUSE

We can come to you too! If you have a team of six or more, why not hold a private course? Our experts come to you and the course is tailored to your requirements.

Call +44 (0)20 7092 1045 (United Kingdom)
or emma-jane.dinan@terrapinn.com (Asia Pacific)
for more details

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