Financial Instruments Training Courses and Workshops

Schools providing training courses, certificates, diplomas or degree programs of Financial Instruments




Total 16 training courses and degree programs available around the world.

Recognising, measuring and accounting for financial instruments Workshop

Course Format: Public Course / Instructor-Led / Open Enrollment
School/Trainer: CPA Australia Ltd
Training Center(s)/Venue(s): Melbourne, Sydney, Australia
  V

Understand the requirements under the financial instruments standards. You will discuss the typical derivative products used in risk management, followed by an explanation of the new accounting rules that apply to these products.

Key topics covered
Gain an understanding of several key issues arising from the changes to:
+ financial instruments: Disclosures
+ financial instruments: Disclosure and presentation
+ financial instruments: Recognition and measurement

Due to their wide scope, the impact of these three standards is significant for all sectors, ranging from SMEs right through to large companies.

Learning outcomes
+ Understand the types of derivatives used in risk management
+ Identify the key issues arising from the financial standards
+ Understand new hedging rules and how they can impact your future risk management
+ Understand new guidance on classification and measuring of financial instruments
+ Understand expanded quantitative disclosures of risks
+ Introduction of s... [Read More]

Financial Markets and Instruments

Course Format: Public Course / Instructor-Led / Open Enrollment
School/Trainer: Capital University
Training Center(s)/Venue(s): Columbus, United States
  V

This course introduces students to the financial instruments available for investment purposes and exposes students to the markets in which they trade. The first half of the course highlights these instruments and markets. The second half includes a mandatory field trip to Chicago to observe financial markets and the players in action. There will be an additional charge covering air fare, hotel, and some meals.

Accounting for Financial Instruments

Course Format: On-Site / In-House / Private Tutoring
School/Trainer: Quorum Training
Training Center(s)/Venue(s): Leicester, United Kingdom
  V

This course will provide an introduction to the principles behind the accounting entries for financial instruments. The course involves practical application of the accounting principles with a comprehensive case study involving the accounting entries for the financial instruments. There will be an overview of the impact of the adoption of IFRS 9 on the accounting approach and entries.

What will the course cover?

Key Concepts of Fair Value, Mark to Market and Hedging Accounting

Which method to apply?
The impact of each method on the balance sheet and P & L
Overview of the Impact of Adoption of IFRS 9 & comparison with IAS 39 on the Accounting Approach and Entries
IAS 39 definitions and classifications, comparison with IFRS 9
Steps in accounting process
Hedge accounting criteria, fair value and cash flow hedges, effectiveness
Basic Accounting Concepts
Identifying accounting events - cashflow or accruals
Accruals accounting
Multicurrency ledger accounting
Base currency
Position accounts
Revaluation process
Mark to ma... [Read More]

Taxation of Financial Instruments

Course Format: Public Course / Instructor-Led / Open Enrollment
School/Trainer: Rutgers, The State University of New Jersey
Training Center(s)/Venue(s): Newark, New Brunswick, United States
  V

Discusses the major economic features and federal income tax treatment of basic financial products, such as equity, debt, options, forwards, and futures. Analyzes the taxation of different equity and debt derivatives, such as swaps, caps, collars, and hedging transactions, as well as the economic effect of their use on the financial markets. Demonstrates how the taxation of financial instruments may change depending on the taxpayer’s role as an investor, dealer, broker, or trader.

IFRS 9 / FRS 109 Financial Instruments Technical (Certificate)

Course Format: Public Course / Instructor-Led / Open Enrollment
School/Trainer: Institute of Certified Public Accountants of Singapore
Training Center(s)/Venue(s): Singapore, Singapore

The IASB is looking to have a final standard in place to replace IAS 39 on financial instruments. The sections on financial assets and liabilities have been issued and exposure drafts on hedge accounting, offsetting of financial assets and liabilities, and impairment have been issued and are being considered as final sections are drafted.

Financial Instruments

Course Format: Online / Virtual Classroom / Webinar
School/Trainer: BPP Professional Education Professional Development Division
Training Center(s)/Venue(s): Birmingham, Bristol, Cambridge, Cardiff, Glasgow, Edinburgh, Leeds, London, Manchester, United Kingdom
  V

This module will cover:

Scope of IAS 32
Financial instruments - definitions
Instruments outside scope of IAS 32
Classifying finance raised
Definition of financial liability
Compound instruments
Netting off
IAS 32 and netting off
Amendment to IAS 32
Definition of puttable instruments
Conditions to treat as equity
Learning outcomes:By the end of this learning module you will be able to:

Identify relevant financial assets and liabilities
Appreciate which financial instruments are within the scope of IAS 32
Understand how to classify and account for finance raised
Understand when financial assets and liabilities should be netted off
Explain changes to classification amendments

Credit Risk Management for Financial Instruments

Course Format: Public Course / Instructor-Led / Open Enrollment
School/Trainer: BPP Professional Education Professional Development Division
Training Center(s)/Venue(s): Birmingham, Bristol, Cambridge, Cardiff, Glasgow, Edinburgh, Leeds, London, Manchester, United Kingdom
  V

This course will be of benefit to dealers, credit officers, auditors and support staff with a good basic knowledge of the financial markets to develop their understanding of credit risk management.

Course content

This one-day course aims to ensure recognition of where credit risk is generated in financial instruments; analyse the levels of credit risk generated given the counterparties to which an institution is exposed; and analyse sensitivity of portfolios to changes in market conditions. In order to build simple Excel models throughout the course, a basic knowledge of Excel is required.

Learning outcomes include obtaining a greater understanding of:

The Concept of Credit Risk
Definitions of default, failure to pay and other events
Credit risk as default probability,
Recovery rates and exposures when analysing credit risk
Setting credit limits
Loss Given Default (LGD), Expected Loss (EL), Exposure at Default (EAD), and Default Correlations
Credit Exposure and Portfolios of Trades
Portfolio credit risk
Effect of nettin... [Read More]

Financial Instruments - Understanding their impact on financial reports

Course Format: On-Site / In-House / Private Tutoring
School/Trainer: 7city Learning
Training Center(s)/Venue(s): London, United Kingdom
  V



By the end of the course, participants will be able to:
•Understand the basis on which current best practice has developed
•Define a financial instrument
•Understand key aspects of IAS 32
•Understand the key aspects of IAS 39
•Understand the key disclosures on financial instruments and the significance of IFRS 7
•Appreciate the implications of the transition to IFRS 9 in 2011
•Understand the commercial difficulties of determining fair values




Course Content


Financial assets and liabilities
•Defining a financial instrument
•What constitutes a financial asset under IAS 39?
•What constitutes a financial liability?
•New categories of financial asset as required by IFRS 9 - Assets at amortised cost

Classification (IAS 32)
•Differentiating debt and equity

Recognition and derecognition
•The underlying principles
•The IAS 39 derecognition tree
•The transfer of risks and rewards

Presentation and disclosure
•Qualitative vs. quantitative disclosures
•Risk disclosures
•Se... [Read More]

Accounting and Taxation for Financial Instruments

Course Format: Public Course / Instructor-Led / Open Enrollment
School/Trainer: Indian Institute of Management Calcutta
Training Center(s)/Venue(s): Kolkata, India
  V

New financial instruments including derivative and other structured products are often complex in structure and payoff. Accounting treatment and disclosure of the nature of risk associated with such financial instruments are given importance to ensure fairness of determining profitability of the organizations. Due to complexity of the instruments and payoff, tax authorities also prescribe treatment for tax purpose. This course covers important accounting and tax issues under various major regulations (US regulations, IAS and Indian regulations).
Accounting and Disclosure regulations under FASB, IAS and AS
Accounting for Equity derivatives
Accounting for interest rate swaps and interest rate futures and options
Accounting for currency derivatives
Accounting for structured products
Tax Treatment on Derivative Instruments

Financial Mathematics and Computation - MSc (Master Degree)

Course Format: Public Course / Instructor-Led / Open Enrollment
School/Trainer: University of Leicester
Training Center(s)/Venue(s): Leicester, United Kingdom
  V

To acquire knowledge and understanding of financial mathematics and computational techniques for finance that will equip programme graduates to enter competitively the pool of potential employees of investment banks and other financial institutions; to be able to formulate problems from finance in mathematical terms, select and develop an appropriate numerical method, write a computer program to numerically approximate the problem, and present and interpret these results for a potential client.

Course modules
Core:
Financial Mathematics I
Financial Mathematics II
C++ Programming
Financial Risk
Scientific Computing
Computational Methods for Partial Differential Equations
Dissertation
Option modules (two from the following including at least one from Mathematics):
Operational Research
Actuarial Mathematics
Generalised Linear Models
Data Mining
Advanced Methods of Derivative Pricing
Game Theory
International Money and Finance
Financial Econometrics
Corporate Finance

Business Budgeting and Financials: The Basics

Course Format: Public Course / Instructor-Led / Open Enrollment
School/Trainer: CPCC Corporate and Continuing Education
Training Center(s)/Venue(s): Charlotte, United States
  V

•Upon successful completion of this course, the student will be able to:
•Realize why a business budget is essential to business success
•Set up and manage a budget
•Understand the forecast process to project business revenues and expenses
•Evaluate their business finances in relation to a budget
•Identify the key financial statements
•Recognize key elements of an income statement and a balance sheet
•Develop a cash flow projection worksheet
Content

1.Why creating and managing budgets are essential to business success
•Predicting the financial future for your business
•Completing the financial portion of your business plan
•Securing financing ?bank loans, etc.
•Planning the operation of your business
2.Setting up a Budget
•Key terms
•Identifying your expenses (one-time expenses, recurring expenses)
•Sources of acquiring information for your budget
3.Forecasting revenues and expenses
•Pricing your product or service ?the basics
•Best case, worst case scenarios
4.Monitoring your budget
•Monitoring revenu... [Read More]

Budgeting and Forecasting

Course Format: Public Course / Instructor-Led / Open Enrollment
School/Trainer: CPCC Corporate and Continuing Education
Training Center(s)/Venue(s): Charlotte, United States
  V

Upon successful completion of this course, the student will be able to:

•Realize why a business budget is essential
•Evaluate their business finances in relation to a budget
•Understand the financial information needed to develop financial statements
•Recognize financial trends
•Develop a cash flow projection worksheet
•Understand the forecasting process
Content

1.Elements of sound budgeting
•Creating a budget
•Sources of acquiring budget information
•How a budget relates to financial statements
2.Why Financial Statements are Needed
•What financial statements can tell you
•How business owners use them
•How others use them
3.Building a Cash Flow Projection Worksheet
•The use of historical data
•Linking the balance sheet and income statement
•Incorporating the business plan
4.Using the Cash Flow Projection Worksheet to Manage my Business
•Monitoring revenues and expenses
•Comparing estimated numbers to actual numbers
•How to resolve common issues using examples

Financial Instruments and the Capital Markets

Course Format: Public Course / Instructor-Led / Open Enrollment
School/Trainer: New York University School of Law
Training Center(s)/Venue(s): New York City, United States
  V

The landscape of financial regulation is rapidly evolving. This course will be useful to future CEO’s, capital market participants, investment bankers and legal counsels. This course synthesizes law with business applications describing financial instruments and capital market participation and regulation. We will discuss how financial instruments are used to hedge risk and enhance yield (make money). The focus of the course is on the structure of financial instruments and in particular, derivatives. We will look at various exchange traded and over-the-counter solutions, in the context of new regulation and litigation. We will examine the the events of the finanncial crisis, in the context of the impact on specific financial instruments, strategies and new regulation. We will consider government efforts to control corporate mismanagement and systemic risk. We will explore case law. Concepts and financial instrument are introduced in the context of business application, legal framework, and regulatory structure.

FINANCIAL INSTRUMENTS OF INTERNATIONAL TRADE

Course Format: Public Course / Instructor-Led / Open Enrollment
School/Trainer: CSUDH College of Extended and International Education
Training Center(s)/Venue(s): Carson, United States

This course introduces the student to the international banking process. Emphasis is placed upon letters of credit, and also includes sight/time drafts, invoice procedures, pro-forma invoices, open accounts and other payment transactions. The detail and complexity of letters of credit demand that most of the session covers this important transaction method.

IFRS Financial Instruments

Course Format: Public Course / Instructor-Led / Open Enrollment
School/Trainer: PIRON Education Pvt. Ltd.
Training Center(s)/Venue(s): Delhi, India
  V

This course starts with the explanation and description of financial instruments. It then provides comprehensive coverage of the rules for recognition, de-recognition, impairment testing and measurement of financial instruments. The distinctions between liabilities and debt are covered, including guidelines for evaluating compound financial instruments and contracts that have some characteristics of both debt and equity.

Financial Instruments Workshop

Course Format: On-Site / In-House / Private Tutoring
School/Trainer: FP Consultants International Pte Ltd
Training Center(s)/Venue(s): Singapore, Singapore

http://www.fp-consultants.com/pro_intro_frs.html

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