Financial Services eLearning Library: Know-How Financial Services Courses

  • ID: 1265952
  • Training
  • Intuition
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The Know-How series of Financial Markets Courses includes 350+ hours of e-learning. It includes graduate programmes through to courses on advanced risk management, derivatives, wealth management amongst others.

Core Uses for the Know-How courses:

  • Graduate, MBA, intern and other new hire training
  • Support function training: Course mappings aligned to job functions. Internal certification programmes.
  • Cross training: Improve staff ability to uncover and develop cross selling opportunities.
  • Blended learning: Decrease the amount of time spent in face to face workshops. We can develop assessments for pre or post workshop assessment purposes.
  • Sales, wealth management and corporate banking staff: We currently see a lot of focus on education of client facing staff to better develop existing relationships.
  • Topical learning: Recent examples have been courses on The Credit Crisis, Hedge Funds, Lending and Risk.
  • Courses are provided on the following topics. Each of these courses is broken down further into different tutorials. A full list can be seen on the Course Content tab.

The tutorials follow Intuition’s patented learning methodology referred to as OCCE:

  • Orientate
  • Communicate
  • Connect
  • Evaluate

Multimedia is used to enhance the learning experience.

  •  Scenarios, simulations, practice exercises
  •  Audio
  •  Animation
  •  Calculators

The courses also deliver performance reports

Why choose the Know-How courses:

  • Widest range of courses available
  • Used today by every one of top ten universal banks
  • Commitment to addition of new content and updating
  • 25+ years experience - 100s of person years
  • Excellent references
  • Certified to ISO 9001:2000 - quality assured developer
  • Global promotion and support resources

** Please note, there are a number of different pricing options available, depending on the number of users subscribing. Group discounts are available for 5 or more users. For further details, please contact our customer service team for pricing options **

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Introduction to Financial Markets

  • Financial Markets - An Introduction
  • Money Markets - An Introduction
  • Foreign Exchange (FX) Market - An Introduction
  • Bond Markets - An Introduction
  • Bond Markets - Issuing & Trading
  • Equity Markets - An Introduction
  • Equity Markets - Issuing

Business of Banking

  • Banking - Primer
  • Business of Investment Banking
  • Business of Consumer (Retail) Banking

Understanding the Corporate Banking Business

  • Corporate Banking - An Introduction
  • Corporate Banking - Marketplace
  • Corporate Banking Products - An Introduction
  • Corporate Banking Relationship Management - An Introduction
  • Corporate Banking Relationship Management in Practice

Interest Rate Mathematics

  • Interest Calculations
  • Day Count Conventions
  • Scenario - Comparing Deposit Alternatives
  • Present Value & Future Value
  • Annuities & Perpetuities
  • Scenario - The Time Value of Money in Action
  • NPV & IRR
  • Scenario - Evaluating Investments Using NPV & IRR

Building Blocks

  • Probability
  • Distributions & Hypothesis Testing
  • Estimating Volatility
  • Correlation & Regression Analysis
  • Calculus
  • Indices, Exponents, Logs, & Geometric Series

Building Blocks in Excel

  • Excel Interactive - Logs
  • Excel Interactive - Measures of Central Tendency
  • Excel Interactive - Volatility
  • Excel Interactive - Normal Distribution
  • Excel Interactive - Skewness & Kurtosis
  • Excel Interactive - Covariance & Correlation
  • Excel Interactive - Regression Analysis

Excel Basics for Bankers

  • Excel Interactive - Menus & Shortcut Basics
  • Excel Interactive - Basic Formulas & Calculation Functions
  • Excel Interactive - More Formulas & Calculation Functions
  • Excel Interactive - Naming Cells & Referencing
  • Excel Interactive - Basic Formatting

Money Markets

  • Interbank Market
  • Interest Rates & Benchmarks
  • Money Market Securities - An Introduction
  • Money Market Securities - Pricing
  • Repurchase Agreements (Repos)
  • Money Market Funds
  • Bank Funding & Position Management
  • Scenario - A Day in the Life of a Money Market Trader

Foreign Exchange

  • The Foreign Exchange Business
  • FX Spot Market - An Introduction
  • FX Spot Market - Trading
  • FX Forward Market - An Introduction
  • FX Forward Market - Calculating Swap/Forward Points & Cross Rates
  • FX Forward Market - Uses of Outrights & FX Swaps
  • FX Forward Market - Short-Dated Outrights & FX Swaps
  • FX Forward Market - Cross-Currency Borrowing & Investing
  • FX Forward Market - FX Swap Trading
  • FX Forward Market - Non-Deliverable Forwards (NDFs)
  • Foreign Exchange - Factors Influencing Exchange Rates
  • Scenario - Using FX Swaps & Outrights for Cash Flow Management

Equity Valuation & Analysis

  • Equity Valuation - An Introduction
  • Industry & Company Analysis
  • Equity Returns Analysis
  • Equity Valuation - DCF Models
  • Equity Valuation - Other Methods

Equity Trading

  • Equity Trading - An Introduction
  • Equity Indices
  • Equity Trading - Technical vs. Fundamental Trading
  • Equity Trading Strategies
  • Equity Hedging
  • Dark Pools
  • Algorithmic Trading
  • High Frequency Trading (HFT)

Equity Markets

  • US Equity Market
  • UK Equity Market
  • European Equity Markets
  • Japanese Equity Market
  • Hong Kong Equity Market
  • Singapore Equity Market
  • Canadian Equity Market

Fixed Income

  • Fixed Income Analysis - An Introduction
  • Duration & Convexity
  • Fixed Income - Credit Risk
  • Eurobonds - An Introduction

Eurobonds - Issuing & Investing  

  • Floating Rate Notes (FRNs)
  • US Bond Market
  • UK Bond Market
  • European Bond Markets
  • Japanese Bond Market
  • Canadian Bond Market
  • Bond Strategies - Fundamentals

Municipal Bonds (US)

  • Municipal Bonds (US) - An Introduction
  • Municipal Bonds (US) - Types
  • Municipal Bonds (US) - Investing
  • Municipal Bonds (US) - Primary & Secondary Markets

Fixed Income Analysis

  • Bond Futures
  • Bond Futures Basis
  • Basis Trading
  • Zero-Coupon Bonds
  • High Yield Debt
  • Bond Hedging with Options
  • Bond Hedging with Swaps
  • Relative Value Trading - An Introduction
  • Relative Value Trading - Strategies & Risks

Introduction to Derivatives

  • Derivatives - An Introduction
  • Derivatives - Markets
  • Forwards & Futures - An Introduction
  • Swaps - An Introduction
  • Options - An Introduction
  • Scenario - Using Derivatives in Hedge Fund Strategies

Forwards & Futures

  • Forwards & Futures - Pricing
  • Futures Markets
  • Forwards & Futures - Hedging (Part I)
  • Forwards & Futures - Hedging (Part II)
  • Forwards & Futures - Trading
  • Money Market Futures

Yield Curves

  • Building a Yield Curve
  • Futures - Building a Yield Curve (Even Periods)
  • Futures - Building a Yield Curve (Actual Dates)

Options

  • Options - Introduction to Option Valuation
  • Options - Future Asset Prices & Volatility
  • Options - Replication, Risk Neutrality, & Black-Scholes
  • Options - Beyond Black-Scholes
  • Options - Greeks (Part I)
  • Options - Greeks (Part II)
  • Options - Trading Strategies
  • Options - Managing an Option Portfolio

Interest Rate & FX Options

  • Caps & Floors - An Introduction
  • Caps & Floors - Pricing
  • Caps & Floors - Chooser & Double-Strike Structures
  • Swaptions
  • Callable Bonds
  • Bermudan Swaptions
  • Interest Rate Volatility
  • Options - Managing an Interest Rate Option Book
  • FX Option Trading

Exotic Options

  • Options - Exotic Options
  • Options - Barrier Options
  • Options - Average Rate Options
  • Options - Basket & Spread Options - An Introduction
  • Options - Basket Options - Evaluation & Evolution

Interest Rate & Currency Swap Fundamentals

  • Swaps - Applications
  • Swaps - Applications for Corporates
  • Swaps - Applications for Institutional Investors
  • Swaps - Pricing & Valuation (Part I)
  • Swaps - Pricing & Valuation (Part II)
  • Swaps - Credit Exposure
  • Swaps - Documentation & Settlement
  • Swaps - Book Management

Interest Rate & Currency Swap Structures

  • Swaps - Currency Swaps
  • Swaps - In-Arrears Swaps
  • Swaps - Constant Maturity Swaps
  • Swaps - Forward, Amortizing, & Zero-Coupon Swaps
  • Swaps - Asset Swaps - An Introduction
  • Swaps - Asset Swaps - Pricing
  • Swaps - Differential Swaps
  • Swaps - Overnight Indexed Swaps

Equity Derivatives

  • Equity Derivatives - An Introduction
  • Equity Options & Warrants
  • Equity Index Futures & Options
  • Equity Swaps

Contracts for Difference (CFDs)

Hybrid Securities

  • Convertibles - An Introduction
  • Convertibles - Valuation
  • Contingent Convertibles (CoCos)

Credit Derivatives  

  • Credit Derivatives - An Introduction
  • Credit Derivatives - Single-Name CDS
  • Credit Derivatives - CDS Indices
  • Credit Derivatives - CDS Valuation
  • Credit Derivatives - CDS Documentation & Settlement
  • Credit Derivatives - Variations
  • Scenario - CDS Relative Value Trading

Securitization

  • Securitization - An Introduction
  • Securitization - Mortgage-Backed Securities (MBS)
  • Securitization - European Mortgage-Backed Securities
  • Securitization - Commercial Mortgage-Backed Securities
  • Securitization - Asset-Backed Securities (ABS)
  • Securitization - Credit Card ABS
  • Securitization - CDOs - An Introduction
  • Securitization - CDOs - Structures & Ratings

Structured Derivative Notes & Swaps

  • Range Accrual Structures
  • Inverse FRNs
  • Capped & Collared FRNs
  • Trigger Structures
  • Power Reverse Dual Currency (PRDC) Notes
  • Target Redemption Notes (TARNs)
  • CMS Option Structures

Inflation-Linked Instruments  

  • Inflation-Linked Instruments - An Introduction
  • Inflation-Linked Instruments - Pricing

Corporate Finance

  • Corporate Finance - An Introduction
  • Corporate Finance - Measuring Business Performance - Free Cash Flow
  • Corporate Finance - Measuring Business Performance - Economic Profit
  • Corporate Finance - Cost of Capital
  • Corporate Finance - Capital Budgeting
  • Dividend Policy
  • Mergers & Acquisitions (M&A)
  • Corporate Finance - Acquisition Analysis

Financial Statement Analysis

  • Accounting - An Introduction
  • Scenario - Accounting Mechanics
  • Balance Sheet - An Introduction
  • Balance Sheet - Analysis
  • Income Statement - An Introduction
  • Income Statement - Analysis
  • Statement of Cash Flows - An Introduction
  • Statement of Cash Flows - Analysis
  • Three-Statement Modeling

Corporate Valuation

  • Corporate Valuation - An Introduction
  • Corporate Valuation - Trading Comparables
  • Corporate Valuation - Transaction Comparables
  • Corporate Valuation - DCF Analysis
  • Corporate Valuation - LBO Analysis
  • Excel Interactive - Building an LBO Model
  • Corporate Valuation - Merger Analysis
  • Excel Interactive - Building a Merger Model

Bank Treasury Management

  • Treasury - Dealing Room Organization & Practices
  • Treasury Management - The Treasury Department
  • Treasury Management - The Finances of a Bank
  • Asset & Liability Management (ALM) - An Introduction
  • Asset & Liability Management (ALM) - Interest Rate Risk
  • Asset & Liability Management (ALM) - Options, FTP, & Firm Value

Banking Risk Management

  • Risk - Primer
  • Risk Management - An Introduction
  • Risk Management - Risk Types & Measurement
  • Risk Management - Risk Modeling
  • Risk Management - Business Strategy & Risk Decision-Making
  • Risk Management - Tools & Techniques
  • Stress Testing - An Introduction
  • Risk Management - Reporting

Market Risk Management

  • Market Risk - An Introduction
  • Market Risk - Measurement
  • Market Risk - Management
  • VaR & Expected Shortfall - An Introduction
  • VaR & Expected Shortfall - Measurement

Interest Rate Risk Management

  • Interest Rate Risk - An Introduction
  • Interest Rate Risk - Measurement
  • Interest Rate Risk - Management

Liquidity Risk Management

  • Liquidity Risk - An Introduction
  • Liquidity Risk - Measurement
  • Liquidity Risk - Management

Counterparty Credit Risk Management

  • Counterparty Credit Risk (CCR) - An Introduction
  • Counterparty Credit Risk (CCR) - Measurement
  • Counterparty Credit Risk (CCR) - Management

Operational Risk Management

  • Operational Risk - An Introduction
  • Operational Risk - Measurement & Reporting
  • Operational Risk Management - Tools & Techniques
  • Operational Risk Management - Developments & Emerging Risks

Introduction to Credit Risk

  • Credit Risk - An Introduction
  • Credit Risk - Types
  • Credit Risk - Measurement & Capital Requirements
  • Credit Risk - Lessons from the Financial Crisis

Credit Risk Management

  • Credit Risk Management - An Introduction
  • Credit Risk Management - Framework
  • Credit Risk Management - Stakeholders
  • Credit Risk Management - Strategic & Business Unit Management
  • Credit Risk Management - Credit Culture
  • Credit Risk Management - Risk/Reward
  • Credit Risk Management - Data & Reporting

Credit Risk Appetite

  • Credit Risk Appetite - An Introduction
  • Credit Risk Appetite - Customer & Industry Risk
  • Credit Risk Appetite - Product & Country Risk

Credit Risk Measurement

  • Credit Risk Measurement - An Introduction
  • Credit Risk Measurement - PD & Risk Rating
  • Credit Risk Measurement - EAD & LGD
  • Credit Risk Measurement - Capital Calculations
  • Credit Risk Measurement - Models

Credit Risk Customer Management

  • Credit Risk Customer Management - An Introduction
  • Credit Risk Customer Management - Credit Facilities
  • Credit Risk Customer Management - Structuring Credit Facilities
  • Credit Risk Customer Management - Covenants & Credit Decisions

Credit Analysis

  • Credit Analysis - An Introduction
  • Credit Analysis - Balance Sheet Analysis
  • Credit Analysis - Income Statement Analysis
  • Credit Analysis - Cash Flow Analysis
  • Credit Analysis - Performance & Other Measures
  • Credit Analysis - Forecasting
  • Credit Analysis - Other Factors
  • Scenario - Performing a Credit Analysis

Credit Risk Mitigation

  • Credit Risk Mitigation - An Introduction
  • Credit Risk Mitigation - Collateralization
  • Credit Risk Mitigation - Other Types of Mitigant
  • Credit Risk Mitigation - Management & Realization

Problem Credit Management

  • Problem Credit Management - An Introduction
  • Problem Credit Management - Early Stage Problem Credits
  • Problem Credit Management - Late Stage Problem Credits
  • Problem Credit Management - Accounting for Problem Credits

Corporate Banking Products (Credit)

  • Corporate Banking Products - Short-Term Finance
  • Corporate Banking Products - Accounts Receivable Finance
  • Corporate Banking Products - Term Finance
  • Corporate Banking Products - Asset-Based Finance
  • Corporate Banking Products - Trade Finance
  • Corporate Banking Products - Syndicated Lending

Corporate Banking Products (Noncredit)

  • Corporate Banking Products - Cash Management
  • Corporate Banking Products - Payments
  • Corporate Banking Products - Risk Management
  • Scenario - Managing Interest Rate Risk for Corporate Banking Customers
  • Corporate Banking Products - Advisory & Other Services

Project Finance

  • Project Finance - An Introduction
  • Project Finance - Deal Structuring

Trade Finance

  • Trade Finance - An Introduction
  • Open Account Trading
  • Documentary Collections
  • Letters of Credit - An Introduction
  • Letters of Credit - Types
  • UCP 600
  • Export Finance
  • Structured Trade Finance
  • Trade Finance Security
  • Incoterms 2010

Loan Trading

Life of a Trade

  • Life of a Trade - An Introduction
  • Life of a Trade - Pre-Trade
  • Life of a Trade - Execution
  • Life of a Trade - Clearing & Settlement
  • Life of a Trade - Ongoing Position & Risk Management
  • Scenario - The Trade Lifecycle in Action

Custody

  • Role of a Custodian
  • Role of a Custodian in Trade Processing & Settlement
  • Corporate Actions - An Introduction
  • Corporate Actions - Major Types
  • Registrar & Transfer

Prime Brokerage  

  • Prime Brokerage - An Introduction
  • Prime Brokerage - The Prime Broker's Viewpoint
  • Prime Brokerage - The Institution's Viewpoint

Commodities

  • Commodities - An Introduction
  • Commodities - Trading
  • Commodities - Oil
  • Commodities - Natural Gas
  • Commodities - Coal
  • Commodities - Electricity
  • Commodities - Gold & Other Precious Metals
  • Commodities - Non-Ferrous Metals
  • Commodities - Ferrous Metals
  • Commodities - Grains & Oilseeds
  • Commodities - Livestock
  • Commodities - Softs
  • Commodities - Emissions

Global Financial Regulation

  • Financial Regulation - An Introduction
  • Financial Authorities (US)
  • Financial Authorities (UK) - PRA & FCA
  • Financial Authorities (UK) - Bank of England
  • Financial Authorities (Europe) - ECB
  • Financial Authorities (Europe) - ESFS
  • Financial Authorities (Asia)

Basel Framework

  • Basel II & Basel 2.5
  • Basel III - An Introduction
  • Basel III - Capital
  • Basel III - Risk Coverage
  • Basel III - Liquidity & Leverage
  • Basel III - Pillar 2 & Pillar 3

US Regulation

  • Dodd-Frank Act - An Overview
  • Foreign Account Tax Compliance Act (FATCA)

European Regulation

  • MiFID II/MiFIR - Primer
  • MiFID II/MiFIR - Key Requirements
  • European Market Infrastructure Regulation (EMIR)
  • UCITS
  • Alternative Investment Fund Managers Directive (AIFMD)

Islamic Banking & Finance

  • Islamic Banking & Finance - An Introduction
  • Islamic Banking & Finance - Financial Instruments
  • Islamic Money & Capital Markets
  • Sukuk Market
  • Islamic Banking & Finance - Wealth Management

Economic Analysis

  • Economic Indicators - An Introduction
  • Macroeconomics - Gross Domestic Product (GDP)
  • Economic Indicators - National Accounts
  • Economic Indicators - Business Cycles
  • Macroeconomics - Inflation
  • Macroeconomics - Unemployment
  • Economic Indicators - Inflation & Employment
  • Monetary Policy
  • Macroeconomics - Fiscal Policy
  • Macroeconomics - Balance of Payments

Technical Analysis

  • Technical Analysis - An Introduction
  • Technical Analysis - Fibonacci Analysis & Elliot Wave Theory
  • Technical Analysis - Trend-Following Strategies
  • Technical Analysis - Mean-Reverting Strategies
  • Technical Analysis - Other Strategies

Introduction to Asset Management

  • Investment - An Introduction
  • Asset Management - An Introduction

Portfolio Theory & Practice

  • Risk & Return - An Introduction
  • Risk & Return - Portfolios
  • Risk & Return - Efficient & Optimal Portfolios
  • Capital Asset Pricing Model (CAPM)
  • APT & Factor Models
  • Factor-Based Investing - Primer
  • Efficient Markets
  • Portfolio Theory - Performance Measurement Models
  • Portfolio Management - Passive & Active Strategies

Asset Allocation & Portfolio Construction

  • Asset Allocation - An Introduction
  • Strategic Asset Allocation
  • Tactical Asset Allocation

Asset Classes

  • Asset Classes - Primer
  • Asset Classes & Investing
  • Asset Classes - Types

Understanding the Private Wealth Management Business

  • Private Wealth Management - An Introduction
  • Private Wealth Management - Clients
  • Private Wealth Management - Ultra-HNWIs & Family Offices
  • Private Wealth Management - Client Investment & Wealth Allocation
  • Private Wealth Management - Client Acquisition & Relationship Management
  • Private Wealth Management - Becoming a Trusted Advisor
  • Private Wealth Management - Behavioral Finance
  • Private Wealth Management - Compliance Considerations

Private Wealth Management Products & Services

  • Private Wealth Management - Banking & Deposit Services
  • Private Wealth Management - Credit & Lending Services
  • Private Wealth Management - Investment Services
  • Private Wealth Management - Alternative Investments
  • Private Wealth Management - Financial Planning
  • Private Wealth Management - Estate Planning
  • Scenario - Managing a High Net Worth Client

Exchange-Traded Funds (ETFs)

  • Exchange-Traded Funds (ETFs) - An Introduction
  • Exchange-Traded Funds (ETFs) - Types
  • Smart Beta - Primer

Investment Companies (US)

  • Mutual Funds (US) - An Introduction
  • Mutual Funds (US) - Investing
  • Mutual Funds (US) - Types
  • Closed-End Funds & Unit Investment Trusts (US)

Collective Investment Schemes (UK)

Alternative Assets

  • Alternative Assets - An Introduction
  • Structured Products - An Introduction
  • Structured Products - Major Types
  • Structured Products - Valuation & Risks
  • Liquid Alternatives

Hedge Funds

  • Hedge Funds - An Introduction
  • Hedge Funds - Investing
  • Hedge Funds - Strategies

Private Equity

  • Private Equity - An Introduction
  • Private Equity - Investing

Real Estate

  • Real Estate - An Introduction
  • Real Estate - Investing
  • Real Estate - Valuation

Budgeting & Financial Management

  • Budgeting - An Introduction
  • Preparing & Controlling a Budget
  • Cash Management
  • Credit Management
  • Financial Planning

Working Capital Management

  • Emerging Markets
  • Emerging Markets - An Introduction
  • Emerging Markets - China

Securities Lending

  • Securities Lending - An Introduction
  • Securities Lending - Structures, Risks, & Documentation

Transaction Banking

  • Transaction Banking - An Introduction
  • Transaction Banking - Payments Services
  • Transaction Banking - Cash Management Services
  • Transaction Banking - Regulatory Influences

Corporate Governance

  • Corporate Governance - An Introduction
  • Corporate Social Responsibility (CSR) - An Introduction

Socially Responsible Investing (SRI)

  • Socially Responsible Investing (SRI) - An Introduction
  • Green Investing - An Introduction

The Financial Crisis

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Some Previous Authors include:

  • Patrick Pancoast - Cygnifi, JP Morgan & Barclays Capital
  • Paul Evans – HSBC, Touche Ross
  • Peter Fraser - Kleinwort Benson, Daiwa Securities, JP Morgan and Bank Of America
  • Scott Rostan – Merrill Lynch
  • David Weiss – Goldman Sachs
  • McCabe Hurley - American Stock Exchange and the New York Mercantile Exchange
  • Richard Malekian – American Express and PWC
  • Professor Richard Harris – Lloyds, Morgan Stanley and Bank of America
  • Andreas Loizou – Goldman Sachs and Coopers & Lybrand
  • Alban Brindle – IPE, Reuters and SunGard
  • Yasuki Hiroshi - Bank of America, Continental Bank and Mitsubishi Finance
  • Professor Rodney Thom – Head, University Dublin Economics
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