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




38 events

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Inflation Derivatives and Index-Linked Bonds

Learn the mechanics of inflation derivatives and index-linked bonds and how to value and use them to take or hedge inflation exposure. Real-life simulations and exercises contain purpose-built Excel models and macros.

Oxford Impact Investing Programme

The Oxford Impact Investing Programme is a world leading executive development program at the University of Oxford’s Saïd Business School. It is the most comprehensive program available for professionals from financial institutions, foundations, NGOs, impact investing funds, and social enterprises to come together and develop best practice in this exciting and emerging field.

Intermediate Risk

A practical 2 day course for risk practioners with experience in investment risk. This programme allows students to build upon the core principles of risk through worked examples with our expert trainer. Ideally suited for those with 1–5 years experience in risk.

Mergers and Acquisitions

This program will cover all key aspects of M&A process (strategic and financial). It will also provide a solid M&A basis through a combination of theory and practice (case studies, group work, and negotiation exercises).

Statistical Arbitrage

This two-day workshop introduces delegates to statistical arbitrage strategies, including pairs trading, with particular reference to research, testing, and implementation. Relevant software (EXCEL) will be used throughout the workshop to illustrate examples and to help students practice the essential steps in developing a stat arb strategy.

Advanced Corporate Valuation Workshop

The purpose of this two-day workshop is to give participants a good and practical understanding of more advanced techniques used to value start-ups, technology companies, mergers, acquisitions, and buyouts.

Fixed Income Attribution

Learn how to use quantitative tools to quickly and effectively analyse risk/return and identify the best performers in your fixed income portfolio. This hands-on course enables participants to get a practical working experience of FIA, from planning to implementation and analysis.

Introduction to Financial Modeling

Learn how to construct useful and robust financial modeling applications and financial forecasting. Use several of the support tolls and techniques in spreadsheet programs and utilise sensitivity and scenario analysis.

Best Practice Financial Modeling

Learn how to construct professional models and understand how to build integrated modeling with additional valuation or analysis. Understand the sensitivity of key drivers and significantly iprove efficiency of using shortcuts.

Introduction to Cash Products

A one-day course looking at the core constituents of financial markets (both primary and secondary) and what influences pricing.

PWC's Outlook 2017: Perspectives for Investors and Analysts

PwC will share key findings and insights from their 20th global CEO survey and 2017 global investor survey. Participants will also hear their perspectives on how technological breakthroughs and emerging trends are impacting business models, and learn the latest on anticipated corporate tax reform.

Understanding the Financial Markets: Derivatives

A one-day course looking at the more advanced constituents of financial markets – derivatives – and what influences their pricing and risk properties.

Data Mining in Finance

This workshop is designed for all finance professionals looking to use "big data" to drive and improve decision making. It covers key techniques – including supervised and unsupervised machine learning – used in risk/portfolio management, financial analysis, pricing, and trading.

Spring 2017 ETP Forum

The ETP Forum is a comprehensive 1 day program dedicated to bringing thought leadership to these kind of inquiries by convening some of the most widely recognized experts in Exchange-Traded-Funds and the brightest minds in Capital Management. The ETP Forum features renowned speakers addressing cutting-edge topics within a vibrant and intimate learning atmosphere.

Spring 2017 ETP Forum

The ETP Forum is a comprehensive 1-day program dedicated to bringing thought leadership to these kinds of inquiries by convening some of the most widely recognized experts in Exchange-Traded-Funds and the brightest minds in Capital Management. The ETP Forum features renowned speakers addressing cutting-edge topics within a vibrant and intimate learning atmosphere.

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 Valuation

Participants with experience in valuation are exposed to a conceptually challenging curriculum, exploring both the theoretical basis and practical application of the major elements of DCF valuation. 

The xVA Challenge: Counterparty Risk, Collateral, Funding, Capital, Initial Margin, and Central Clearing

This course examines the latest developments in current market practice, impact of regulation (Basel III, SA-CCR, FRTB), accounting standards (IFRS 13), funding (LCR & NSFR liquidity requirements), as well as covering the future impact of mandatory central clearing and bilateral margining rules.

Credit Risk Management

This three-day program allows participants to focus on the critical areas of credit risk management within the requirements and implications of a new regulatory framework: model building, managing techniques, policies, and organizational solutions.

Advanced Fixed Income Attribution

An advanced 2 day course for practitioners with more than 5 years experience in fixed income. Focus on the real world applications of attribution analysis to different types of portfolios.

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.

Financial Risk Management - Methods, Tools, Principles, and Regulation

The purpose of this seminar is to introduce you to the principles and mechanisms of risk management in banks. During these three days, we address all the main issues relevant to this matter.

Graduate Certificate in Applied Portfolio Management (g-CAPM)

The CAMRI Applied Portfolio Management Programme is a 7-day state-of-the-art applied portfolio management training programme 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 backtested portfolio investment strategies to develop the participants' equity research, stock-picking and credit skills, and perform portfolio optimisation and risk management analysis.

Data Mining in Finance

This workshop is designed for all finance professionals looking to use "big data" to drive and improve decision making. It covers key techniques – including supervised and unsupervised machine learning – used in risk/portfolio management, financial analysis, pricing, and trading.

Oxford Private Equity Programme

The Oxford Private Equity Programme provides a deep understanding of the private equity industry, with access to world class research, renowned Oxford faculty, and unrivalled business networks. We provide strategic insight for professional investors, private equity fund managers, advisers, bankers, lawyers, and companies active in M&A or attracting the attention of private equity funds. Our 5 day program provides a comprehensive framework for assessing investments in this key sector.

Pricing and Risk- Cash Products

A one-day, computer-based workshop in which we will explore some of the complexities of pricing and risk for cash products.

Strategic Investment Conference

The Strategic Investment Conference is approaching its 14th year and is widely regarded as one of the top economic and investment conferences in the country. We have consistently curated a program that includes experts from finance, banking, investing, and economics. Speakers include top bond market experts, hedge fund managers, former politicians, former Federal Reserve chairmen, geopolitical consultants, demographics experts, and more. Our program consists of approximately 3 days or 23 hours of presentations and panel discussions.

Modern Asset Allocation & Portfolio Construction

This programme covers the latest trends in quantitative modelling for asset allocation and portfolio construction, using new approaches that move away from static asset class investing to a dynamic process considering risk factors and regime changes.

Interest Rate Derivatives 1: Hedging and Managing Risk

This program will equip you to use, price, manage, market, and evaluate standard interest rate derivatives, currency, and asset swaps. It covers techniques for risk management as well as hedging, pricing, executing and using futures, FRAs, swaps, caps, collars, swaptions, and more.

Oxford Chicago Valuation Programme

The Oxford Chicago Valuation Program is a unique joint program between Said Business School and Chicago Booth. It is directed by Andreas Angelopoulos, Executive Director of the Oxford Private Equity Institute, with over 20 years’ experience in private equity. He has assembled an unrivalled selection of academic and industry experts to provide advanced insight of applied theory with detailed analysis of real life transactions.

Valuation of Companies

This one – day seminar explains the concepts and processes involved in valuation of companies. It provides an overview of the valuation models and how to link company value to key value drivers.

Advanced Financial Statement Analysis

The  program will provide participants with an analytical framework and practical tools to analyze and exploit information in corporate financial statements. 

Oxford Real Estate Programme

The heart of this program is the application of research-based knowledge to consider and develop new strategic thinking in modern real estate enterprises.

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.

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.

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.

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.