Explore the securities trade lifecycle and minimise risk
A two day practical training course
Fundamentals of the Securities Trade Lifecycle training course
Learn how to
- Understand the terminology used in the settlement process, and the critical market infrastructure
- Explain aspects of the securities marketplace which affect the successful processing and management of securities trades
- Describe equity and bond securities including their similarities and differences – including risk mitigation, calculating interest, the role and importance of securities and counterparty static data
- Define the impact of Settlement Discipline and Mandatory Buy-Ins (re CSD regulation)
- Explain in detail the sequential steps in the securities trade lifecycle eg. the matching of settlement instructions, trade settlement and the resultant reconciliation process
Case studies and practical sessions
- Debt fundamentals - Calculating the cash flows and accrued interest for a fixed income asset
- Collateral management - Calculating daily margining requirements
- Security trade lifecycle - Calculating cash proceeds of on-exchange equity trades and identifying matched and unmatched status and required actions
Why choose IFF Training?
Learn from the best
- Track Record - we have been delivering expert training to the banking, finance and energy sectors since 1991
- Innovation - our courses are continually reviewed so you can be sure they are focusing on the most current issues
- Knowledge - all of our trainers are highly experienced practitioners and leading subject matter experts so you can be confident you are learning from the best
- Small Class Sizes - to aid learning and increase your personal interaction with the trainer
- Value - we provide a practical training experience with skills that can be used immediately to gain a tangible return on your investment
Your digital badge
BROADCAST YOUR ABILITIES WHERE YOU WANT, WHEN YOU WANT.
Receive a digital badge on completion of your Fundamentals of the Securities Lifecycle course!
Powered by Credly, your IFF Digital Badge is an online version of your credentials that contains a description of your Award, Demonstrated Skills and what it took to obtain your qualification.
- Make your achievements, a permanent, verifiable part of your Social Media profiles
- Add your badge to an email signature, resume, or website
- Send your badge directly to a colleague, a recruiter or your employer with a customisable email and more!
CPD Certified
Engaging in Continuing Professional Development ensures that both academic and practical qualifications do not become out-dated or obsolete; allowing individuals to continually ‘up skill’ or ‘re-skill’, regardless of occupation, age or educational level. This course has been assessed and is CPD certified.
