Finance, Banking & Investment Training
Introduction
The world of finance and banking underpins every modern economy, influencing how individuals, businesses and governments operate. Understanding financial principles and investment strategies is essential for professionals aiming to make informed decisions and contribute effectively to their organisations. This five-day in-person training course provides a comprehensive overview of finance, banking operations, and investment management. Participants will gain practical insights into financial analysis, risk management, and market dynamics, helping them build confidence in interpreting financial data and making sound business or personal financial decisions.
Target Audience
- Professionals working in finance, accounting, or related roles seeking to expand their expertise.
- Individuals from non-financial backgrounds who wish to understand key financial concepts.
- Entrepreneurs and business owners wanting to strengthen their financial decision-making skills.
- Banking, insurance and investment professionals looking to refresh or update their knowledge.
- Graduates and early-career professionals aspiring to work in the finance or banking sector.
Training Course Objectives
Provide a clear understanding of financial systems, markets and institutions.
Introduce principles of corporate finance, capital structure and valuation.
Develop practical skills in financial analysis, budgeting and forecasting.
Strengthen understanding of investment vehicles, portfolio management and risk diversification.
Explain the role and operations of banks, investment firms and other financial intermediaries.
Enable participants to apply financial knowledge to real-world business and investment decisions.
Training Course Outline
- Overview of financial systems and institutions
- The role of banks and financial intermediaries
- Understanding financial markets: money, capital and foreign exchange
- Central banking, monetary policy and interest rates
- The importance of regulation and financial stability
Activities: Financial system mapping exercise, group discussion on banking trends.
- Understanding balance sheets, income statements and cash flow statements
- Key financial ratios and what they reveal
- Analysing profitability, liquidity, and solvency
- Interpreting annual reports and financial performance indicators
- Linking financial results to strategic business objectives
Activities: Financial statement analysis workshop, case study review
- The time value of money and basic valuation concepts
- Budgeting, capital expenditure and investment appraisal
- Understanding cost of capital and financing options
- Dividend policy and corporate funding strategies
- Mergers, acquisitions and restructuring fundamentals
Activities: Investment appraisal simulation, budgeting exercise
- Introduction to investment markets and asset classes
- Shares, bonds, funds, derivatives and alternative investments
- Portfolio theory: risk, return and diversification
- Investment strategies and investor behaviour
- Performance measurement and ethical investing principles
Activities: Portfolio construction exercise, investment scenario analysis
- Understanding financial risk: credit, market, liquidity and operational risks
- Risk assessment tools and mitigation techniques
- Regulatory frameworks and compliance in finance and banking
- Global financial challenges and emerging market opportunities
- The future of finance: fintech, digital currencies and sustainable investment
Activities: Risk management case study, group presentation on financial innovation
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