Approved-Provider Events

In addition to providing a high-quality suite of educational opportunities through our own and our global member society products and programming, the Approved-Provider Program offers our members access to high-quality educational opportunities available through partnerships with select educational providers.

Learn more about the Approved-Provider Program




28 events

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The Mechanics of Bond and Fixed Income Markets

This training program takes participants through the complete mechanism of bonds and fixed income markets. After laying the foundation we set out to price bonds and measure their risk. We then look at how this can be used to hedge and trade bonds. For asset managers we then look at the bond portfolio approach and how to best position the portfolio in line with market views. We then recognise why repo markets are so important.The next section investigates the debt origination process. A case study consolidates all learnings to date and we go through a specific pricing exercise. By the third day we start moving into advanced fixed income territory. We observe yield curves and we mathematically derive the zero-coupon and forward curve, allowing us to properly value cash flows. This lays the foundation to price fixed income structured products and swaps. Once we appreciate the multiple types and uses of swaps we learn to price and value them. Finally, we put bonds and swaps together providing a deeper understanding of the bond valuation allowing us to make better investment and trading decisions.

Cross Currency Swaps

The foreign exchange market is the most liquid financial market in the world with over US$5 trillion traded on an average day of which FX derivatives represents an increasing proportion of the market. Cross Currency Swaps, while not the most voluminous, are a valuable hedging tool which requires a high degree of technical skill to advise and provide appropriate solutions. This program is designed to investigate the essential components of the Cross Currency Swap market, to gain an understanding of the technical aspects, applications and product mechanisms to better understand these important products with a client and risk management focus.

Introducing the Oxford Social Finance Programme

Join Co-directors Alex Nicholls and Gayle Peterson in conversation with Dean Peter Tufano. Our discussion will explore a number of key questions: • Why is Social Finance critical in addressing the world’s greatest problems? How is it different from Impact Investing? • How can creative, blended capital and innovative cross-sector partnerships take global solutions to scale? • How is our trendsetting research shaping the field of Social Finance? Impact Investing, venture philanthropy, and corporate engagement with purpose are all crucial to the future of Social Finance. Individually, they have vast potential but it’s only when they work together collectively, do they become more than the individual sum of their parts. Uniting these resources will enable us to tackle the greatest challenges of our time—climate change, poverty alleviation, food security, sustainable cities, gender equality.

Basel III: Capital Adequacy and Liquidity Requirements

Since the 1988 Bale Accord, financial markets regulators and banking supervisors have engaged in a long path to create more stable financial markets with sound banking institutions. Under the Basel II framework they expanded the scope of areas to be covered and under Basel III they aim to enhance the capital and liquidity structure of banks. Participants will benefit from understanding the background of the regulation and the overall intention. Then they will learn the specific capitalization and liquidity requirements as they stand to date and how the implementation is scheduled until 2019. Also, we shall emphasize the revised tier 1 and tier 2 compliant bonds and other effects of the regulation.

FinTech: Digital Banking & the 4th Industrial Revolution

FinTech is changing rapidly with new sub-sectors emerging all the time, drawing in new names and organisations taking a customer centric view of financial services. The course is designed to provide a comprehensive overview for people either working in or interested in innovating in this space creating products and access to services supported by technology. We encourage critical thinking in participants and present the latest thinking and knowledge in this area.

FinTech II: Blockchain and Cryptocurrencies

With blockchain and cryptocurrencies on the rise this course explains the underlying mechanisms. In order to understand the workings we breakdown the digital ledger technology into its hashes and blocks before chaining them together. Then we compare Bitcoin to other cryptocurrencies. Finally, we actually setup a cryptocurrency wallet on a mobile device and transfer funds from one party to another. On this course, participants begin to engage into the new world of cryptocurrencies.

Corporate Credit Analysis

Corporate Credit Analysis course takes a diagnostic approach – it provides participants with an understanding of the principles of corporate credit analysis together with a comprehensive framework to assess the critical risk factors affecting corporate borrowers and their financial health. Through illustrative case studies drawn from different countries and industrial sectors, delegates will explore the implications of financial and non-financial credit and business risks on corporate credit

Corporate and Acquisition Modeling

This program provides participants with the ability to create corporate models with sophisticated analytical techniques that measure value and evaluate the costs and benefits of mergers and acquisitions.

ILPA Institute Level I

The ILPA Institute Level I program is an introductory course designed exclusively for institutional investors who are new to the private equity industry or who wish to gain a broader understanding of the asset class. The Level I program offers a comprehensive overview of investing in private equity.

ILPA Institute Level II Module 2: Portfolio Construction

This ILPA Institute Level II Module 2 has been crafted to enable participants to examine different approaches to program and portfolio design. Strategic considerations and practical techniques have been incorporated into the module’s core learning objectives. Elements of this Level II module include the examination of key objectives behind allocating capital to private investments and portfolio construction for private assets, techniques of portfolio assessment and related measurements, and the resources required to execute and support a private investment program. The module’s objectives will be delivered in an interactive manner, allowing participants to directly identify and manage nuances of various approaches to private equity portfolio construction and execution.

IFRS 9 - The New Standard, Classification, Impairment and Implementation Challenges

The purpose of this seminar is to introduce you to the principles of IFRS 9, the new accounting standard for financial instruments, to be implemented by January 1st, 2018 at the latest. Continuing Education Information As a participant in the Approved-Provider Program, MONECO Financial Training has determined that this program is eligible for continuing education credit. Pending provider confirmation of attendance, CE credit for participation in this program will be recorded in individual CFA Institute members' CE record.

The Ai CEO Institutional Investment Summit & Index Series Capital Market Awards

The invitation-only Ai CEO Institutional Investment Summit & Index Series Awards attracts over 200 participants, facilitating meetings and presentations between African blue chip companies, pension funds, sovereign wealth funds, and professional emerging market investors.

Fintech and Big Data

This program will discuss both fintech and big data. Risk Managers, Portfolio Managers, Pension Managers, Senior Executives of Financial Firms, Plan Sponsors, Endowments, Finance Professors and Students would all benefit from attending this program.

2017 New York Investment Conference: Shifting Regimes And Turbulent Markets

This year's BCA Investment Conference, 'Shifting Regimes and Turbulent Markets', brings together leading names from the worlds of finance, economics, and geopolitics to address the biggest questions facing the global investment industry. Join us to hear the insights, ideas and recommendations on how the changing world will impact investment returns. We look forward to seeing you in New York.

BCA Academy: Principles Of Macroeconomics & Impact On Capital Markets

The two-day BCA Academy course teaches investment professionals how to examine the economy, policy, and markets; and also makes links between these important factors. The course is built on the world-renowned analytical methods that have been developed at BCA since 1949. Delegates will develop an understanding of what drives economic cycles, and why knowing where the economy is relative to trend is so important to forecasting policymaker behavior and markets. Sessions on each of the major asset classes will also help delegates understand the interaction between different assets.

Fixed Income Attribution

How do you identify the best performers in your fixed income portfolio? Learn how to use quantitative tools to quickly analyse risk/return in your fixed income portfolio. Hands-on exercises enable you to get practical experience of fixed income attribution, including planning, implementation, and analysis.

Negotiation Dynamics

Negotiations have a direct and measurable impact on profits. Negotiation Dynamics is an intensive and hands-on workshop to sharpen your negotiation skills.

Advanced Portfolio Analytics: Performance Appraisal, Risk Measurement and Attribution

The course provides participants with comprehensive and detailed methods used for measuring, evaluating, and attributing investment performance and risk analysis using the latest quantitative concepts.

Risk-Based Investment Strategies: Smart Beta, Robust Risk Parity, and Risk Budgeting

The course offers a detailed understanding of risk-based investment strategies, covering portfolio construction principles, success factors, and recent industry trends like smart beta and risk parity.

Understanding Global Macroeconomics

Understanding macroeconomic developments and their effect on business and finance is crucial in today’s world. This macroeconomics course has a strong emphasis on international and financial applications. 

Counterparty Credit Risk

Crucial knowledge on understanding the role of counterparty credit risk in a company's risk performance, covering multiple dimensions: banking, regulatory, accounting, derivatives valuation, trading.

Machine Learning 2017

Machine Learning 2017 is a one day event for traders and investment managers looking to learn how machine learning can be used to improve trading and investment performance across all asset classes. Featuring an impressive line-up of speakers including market professionals and academics, this is the only UK event devoted to the latest developments in machine learning and artificial intelligence for the financial markets.

BCA Academy: Principles Of Macroeconomics & Impact On Capital Markets

The two-day BCA Academy course teaches investment professionals how to examine the economy, policy, and markets; and also makes links between these important factors. The course is built on the world-renowned analytical methods that have been developed at BCA since 1949. Delegates will develop an understanding of what drives economic cycles, and why knowing where the economy is relative to trend is so important to forecasting policymaker behavior and markets. Sessions on each of the major asset classes will also help delegates understand the interaction between different assets.

Graduate Certificate in Applied Portfolio Management (g-CAPM)

The CAMRI Applied Portfolio Management Program is a 7-day state-of-the-art applied portfolio management training program at NUS Business School, Singapore, developed by academic professionals for investment professionals, and conducted at the world's most advanced Investment Management & Trading Lab. By the end of this course participants are expected to research, write, and publish equity and fixed income investment reports, build simple multifactor models for screening and alpha generation purposes, perform live and back tested portfolio investment strategies to develop the participants' equity research, stock-picking, and credit skills, and perform portfolio optimization and risk management analysis.

Graduate Certificate in Applied Portfolio Management (g-CAPM)

The CAMRI Applied Portfolio Management Program is a 7-day state-of-the-art applied portfolio management training program at NUS Business School, Singapore, developed by academic professionals for investment professionals, and conducted at the world's most advanced Investment Management & Trading Lab.

Satellite Imagery for the Markets

Satellite Imagery for the Markets is an exciting one day event for traders, investment managers, analysts and risk managers looking to use satellite imagery to enhance their decision-making. Featuring an impressive line-up of speakers. including geospatial professionals and academics, and covering a range of case studies from across the asset classes, this is the only UK event devoted to the application of satellite imagery for the financial markets.

Modeling & Projecting Financial Statements

Financial statements can deliver a ton of insights, if you know how to uncover them. This two-day workshop helps professionals in valuation, corporate finance, planning and budgeting, investment banking, asset management, fixed income research, and equity research weave business and financial forecasts into spreadsheet-based projections of financial statements. These projections help professionals value a business, test future scenarios, and gain an integrated view of a business.

Mastering Acquisitions and Buyouts

Completing an acquisition or buyout might be the most high-stakes challenge facing any business leader. This seminar provides owners and executives tasked with making tough deals happen with the practical insights they need to plan, negotiate and close a transaction.