INTRODUCTION
In this ITI course, you will understand:
• the key financial institutions and their functions.
• how Fixed Income Markets operate.
• how Equity Markets operate.
• the fundamentals of investing in derivatives.
This course explains the operation of the biggest type of financial market in the world. It demonstrates why risk is an important component in assessing an investment.
The course will wrap with a summary of the key learning points, followed by an action planning exercise with a view to apply the acquired knowledge and skills immediately upon your return to work. Post-course support is also available in relation to the implementation of your action plan, up to six (6) months following course completion.
DURATION
10 days.
LEARNING OBJECTIVES
Upon completion of this Financial Markets course, you will:
• Identify the major players in the financial markets and their roles.
• Understand how financial markets set a price for financial assets.
• Understand the benefits of investing in the various markets.
• Appreciate the scope and operation of currency markets.
• Understand the nature and management of investment risk.
• Use derivatives in investment management.
• Implement an Action Plan at your workplace using the knowledge and skills acquired through the course.
TOPICS TO BE COVERED
Agenda
Financial Markets – The Players
• Types of banks
• Fintech
• Hedge funds
• Other financial institutions
Fixed Income Markets
• Debt Capital Markets
• Money Markets
• The valuation of a bond
• Credit Risk and Ratings
Equity Markets
• Debt Capital Markets
• Money Markets
• The valuation of a bond
• Credit Risk and Ratings
FInancial Markets How to Value Equity
• The purposes for valuation
• Equity value and enterprise value
• Valuation Methods
Currency Markets
• Introduction to currency markets
• Types of currency instruments
• Market forces
• Hedging
Investment Risks
• Types of risk
• Risk and return
• Risk budgeting
• Risk management
Introduction to Derivatives
• Types of derivatives
• Use of derivatives in practice
• Exchange traded and OTC derivatives
• How derivatives have caused problems
Financial Markets Investor Behaviour
• Overview
• Behavioural efficient markets
• Investment decision-making
Course Review
• Summary and recap of key learning objectives
• Action Planning
METHODOLOGY
The instructor led trainings are delivered using a blended learning approach and comprises of presentations, guided sessions of practical exercise, web-based tutorials and group work. Our facilitators are seasoned industry experts with years of experience, working as professional and trainers in these fields.
All facilitation and course materials will be offered in English. The participants should be reasonably proficient in English.
ACCREDITATION
Upon successful completion of this training, participants will be issued with Intensive Training Institute (ITI) certificate certified by the National Industrial Training Authority (NITA).
TRAINING VENUE
The training will be held at ITI Training Centre. The course fee covers the course tuition, training materials, two break refreshments and lunch.
All participants will additionally cater for their, travel expenses, visa application, insurance, and other personal expenses.
ACCOMMODATION AND AIRPORT PICKUP
Accommodation and airport pickup are arranged upon request. For reservations contact the Training Officer.
Email: info@intensivetraining.co.ke
Mob: +254 727324901
TAILOR- MADE
This training can also be customized to suit the needs of your institution upon request. You can have it delivered in our ITI Training Centre or at a convenient location.
For further inquiries, please contact us on Tel: +254 727324901 or mail info@intensivetraining.co.ke
Course Fees
One on One training -KES 160,000 / USD 2200
Virtual Training -Kes 140,000/USD 1900
