Finance Training Courses and Workshops

Schools providing training courses, certificates, diplomas or degree programs of Finance Knowledge, Skills and Tools




Total 800 training courses and degree programs available around the world.

United States - United Kingdom - Canada - Australia - India

Analysis of Financial Statements (Certificate)

Course Format: Classroom
School/Trainer: Get Through Guides Pvt. Ltd.
Training Center(s)/Venue(s): Pune, India
  V

Every entity prepares financial statements which form the basis of various decisions. However, the information provided in the financial statements is not enough to assess the efficiency and performance of an enterprise, unless it is properly analysed and interpreted.

This course aims at educating the participants to analyse and interpret the financial statements and identify the financial strengths and weaknesses of an entity. This course covers the meaning, need and purpose of financial statement analysis and the interpretation of balance sheet and profit and loss account.

Understanding Insurance Financial Statements Workshop

Course Format: Classroom
School/Trainer: Fitch Learning USA
Training Center(s)/Venue(s): Chicago, New York City, United States
  V

The overall goal of this two-day workshop is for participants to understand the key components of an insurance company&,#146,s financial statements to appreciate how these might vary according to the accounting standard used, and to learn to use a few key ratios to analyse financial strength. The course is designed to provide a basic technical background to the insurance industry as a precursor to attending our Insurance Company Analysis workshop.

Specifically, in this introductory course, participants will be equipped to:
•Distinguish the risks inherent in the main products offered by life, non-life (P&,C) and reinsurance companies and recognise how these are reflected in the financial statements
•Understand the key components of an insurance company&,#146,s income statement, balance sheet and cash-flow statement
•Recognise the impact of differing accounting standards, reserving policies and changes in external variables (such as interest rates and asset prices) on the financial statements
•Calculate and apply some basic ratios to quantify an insurance company&,#146,s financial strength, performance and risk profile.

... [Read More]

Trade Finance Solutions Workshop

Course Format: Classroom
School/Trainer: Fitch Learning USA
Training Center(s)/Venue(s): Chicago, New York City, United States
  V

The overall goal of this three-day workshop is to use a structured and systematic approach to assess and manage the risks inherent in international trade and understand the techniques used to mitigate and/or transfer risks between the parties involved in the transactions. The focus is on understanding the working capital cycle of a business, identifying financing needs, and structuring solutions to meet client needs, whilst appropriately managing the risks in order to recommend optimal trade finance solutions. The workshop is highly interactive where participants apply key concepts from the course to exercises and case studies.
Specifically, participants will be equipped to:
•Apply a structured approach to identifying the key risks to which importers and exporters are exposed and match trade finance solutions
•Understand the key drivers of cash generation and cash use throughout a company&,#146,s business cycle and how this changes as a result of economic and commodity cycles, organic and acquired growth, and company-specific strategic initiatives
•Distinguish the main features, benefits and risks mitigation characteristics inherent in a wide rang... [Read More]

Sponsored and Leveraged Finance Workshop

Course Format: Classroom
School/Trainer: Fitch Learning USA
Training Center(s)/Venue(s): Chicago, New York City, United States
  V

This is a highly interactive and practical workshop where participants will be able to apply the principals learnt to case studies / exercises during the workshop.

Specifically, participants will learn to:
•Apply analytic tools to identify suitable candidates for leverage
•Understand the key terms and conditions of various debt instruments which have been used historically in Leveraged Finance as well as instruments available in the current market
•Appreciate how market conditions have affected structures in the market place
•Use forecasts of the key cash flow drivers to determine an appropriate debt quantum and the relationship between amortising and non-amortising debt
•Structure leveraged transactions combining different debt instruments (both pre- and post-credit crunch)
•Understand the key elements of an intercreditor agreement and how the inter-relationships of the debt providers are governed
•Appreciate the importance of safeguards to enable early intervention in deteriorating credits and the correlation between early intervention and ultimate recovery rates in distressed credits.

Target Audience

E... [Read More]

Python for Finance

Course Format: Classroom
School/Trainer: Fitch Learning USA
Training Center(s)/Venue(s): Chicago, New York City, United States
  V

This two-day course offers a short but intensive introduction to the use of Python in finance. In particular, it explores the key characteristics of this powerful and modern programming language to solve problems in finance and risk management.

Objectives

After attending the course participants will:
•Learn a structured method to programming via the Bento Box Method
•Explore the benefits of using Python in practical day-to-day business activities
•Have a hands-on experience of programming in Python to solve financial problems
•Explore in detail how Python is used in modern Finance, Portfolio Management, Financial Derivatives and Risk Management

Target Audience

This course is ideal for financial analysts, business analysts, portfolio analysts, quantitative analysts, risk managers, model validators, quantitative developers and information systems professionals. There are no pre-requisites to attend this course. We expect participants to have a basic knowledge of finance and basic notions of programming.

Operational Risk Management in Financial Institutions Workshop

Course Format: Classroom
School/Trainer: Fitch Learning USA
Training Center(s)/Venue(s): Chicago, New York City, United States
  V

The goal of this two-day workshop is to build an understanding of the importance of operational risk management within the Banking and Finance industry. Specifically, participants will be equipped to:
•Identify the sources of operational risk and how these arise within the context of financial institutions main business activities.
•Understand the governance structures, systems, procedures and cultural aspects necessary for an organisation to successfully manage operational risk.
•Build a knowledge of the main techniques for the measurement and quantification of operational risk and their relative merits and drawbacks.
•Appreciate the approaches available to a bank under Basel III for the calculation of regulatory capital for operational risk and the supervisory requirements for each approach.

Off Balance Sheet Finance Workshop

Course Format: Classroom
School/Trainer: Fitch Learning USA
Training Center(s)/Venue(s): Chicago, New York City, United States
  V

This one day workshop examines different methods by which debt or quasi debt can be excluded from a corporate balance sheet and the consequences of such action on key financial covenants.

By the end of this course, participants will be able to:
•Identify and interpret different opportunities allowed by GAAP to take debt off balance sheet
•Explain the impact of off balance sheet finance on key ratios
•Understand the business sectors most impacted by these activities

Target Audience

This course is suitable for those who review or analyse corporate financial statements and need to understand the true credit exposure of the underlying business.

Non-Bank Financial Institutions Workshop

Course Format: Classroom
School/Trainer: Fitch Learning USA
Training Center(s)/Venue(s): Chicago, New York City, United States
  V

The overall goal of this intensive three day case study based workshop is to give participants a structured approach to the credit analysis of different types of NBFI, finance and leasing companies, securities companies (brokers and broker dealers), and investment funds and asset managers (funds and investment managers). Participants will be equipped to:
•Distinguish the key business risks, financial indicators and accounting issues by sector, business line, type of institution or fund structure
•Use market indicators, quantitative and qualitative analysis to identify strong and weak performers
•Appreciate how economic, structural, competitive and regulatory issues impact strategy and financial health
•Understand performance indicators and financial statements for each business model to uncover key credit issues and the impact of differing accounting policies.

Negotiation Skills for Financial Professionals

Course Format: Classroom
School/Trainer: Fitch Learning USA
Training Center(s)/Venue(s): Chicago, New York City, United States
  V

Working effectively in any role involves building relationships when there are conflicting objectives. Managing these requires a variety of capabilities and skills. The key ability is to be able to collaborate effectively. Although easier said than done, it defines those who foster an environment where success tends to flow in spite of challenges and constraints.

Most negotiators worry about being either too aggressive or not assertive enough whilst working with clients or colleagues. From engaging with clients who seem to want to change specifications on a daily basis, through to coordinating between different departments, the challenges remain the same: be assertive without becoming aggressive.

This practical one day programme offers insight and challenge around the techniques that separate the best negotiators from the rest.



Target Audience

Financial Professionals

Learning Outcomes

By the end of the course, participants will be able to:
•Recognise what differentiates successful negotiators from less successful negotiators
•Understand what negotiated success is
•Have increased ... [Read More]

Leadership and Management Skills for Financial Institutions

Course Format: Classroom
School/Trainer: Fitch Learning USA
Training Center(s)/Venue(s): Chicago, New York City, United States
  V

In Context

Learn to lead your team by providing them with guidance during these unsettled times and ensure they are able to develop and perform to the best of their ability.

Learning Outcomes

By the end of this course participants will have the tools and techniques to be able to:
•Understand the skills required to supervise and manage a team
•Manage your team&,#146,s performance effectively by giving appropriate, constructive feedback
•Adapt your natural leadership style to achieve results from each team member
•Communicate effectively, whatever the situation
•Improve performance via coaching and delegation

Introduction to the Global Financial Markets

Course Format: Classroom
School/Trainer: Fitch Learning USA
Training Center(s)/Venue(s): Chicago, New York City, United States
  V

This course is perfect if you are new to the financial markets, it offers a comprehensive look at the industry. Over two days the tutor will take you through the different types of businesses in the marketplace and the role that they play as well as the sorts of products they deal with on a daily basis. So if you get tripped up by terms like CDS or CLO this course will help you find your way.

Course Objectives

By the end of this course, participants will be able to:
•Describe the marketplace in which investment banks operate
•Identify the main business areas of an investment bank
•Identify financial product types and services
•Explain the motivations of investing in different financial products
•Understand the range of different investor-types
•Know the ‘hot issues?the financial marketplace now faces
•Identify the major players in the market
•Define market jargon and demystify financial terminology
•De-code the financial press

Target Audience

New employees to investment banks ?this course provides a clear insight into the markets, products and financial services. The course is also ... [Read More]

Introduction to Financial Modeling

Course Format: Classroom
School/Trainer: Fitch Learning USA
Training Center(s)/Venue(s): Chicago, New York City, United States
  V

By the end of this course, participants will be able to:
•Design and construct useful and robust financial modeling applications
•Learn financial forecasting
•Use several of the support tools and techniques in spreadsheet programs
•Utilise sensitivity and scenario analysis

Target Audience

Professionals in corporates and financial institutions who need to create useful and robust financial models. The programme will build a one page DCF model as part of the programme. The DCF model is used as the vehicle to transfer the financial modeling skills. Attendees should be able to use the basic facilities of Microsoft Excel and have basic accounting knowledge.

Introduction to Economics and Financial Markets

Course Format: Classroom
School/Trainer: Fitch Learning USA
Training Center(s)/Venue(s): Chicago, New York City, United States
  V

This course provides an assessment of the current economic scenarios of the G7 nations and the implications on the financial markets, for policy makers and investors alike.

Learning Outcomes

By the end of this course participants will have the tools and techniques to be able to:
•Understand macroeconomic fundamentals
•See the big picture - drivers, key indicators, issues of the day
•Acknowledge economics as the science of manipulating macro wealth - for what reason?
•Be able to apply the knowledge practically to their role
•Understand how macro factors might have an effect on different asset classes
•Analyse real, current data and explain its impact on the financial markets

Introduction to Corporate Financial Statements Workshop

Course Format: Classroom
School/Trainer: Fitch Learning USA
Training Center(s)/Venue(s): Chicago, New York City, United States
  V

This workshop is designed to explain how financial measures of corporate performance are calculated and used to assess credit worthiness of a business. The course covers the basics of financial statement analysis and enables participants to confidently use financial terminology. This is an introductory level workshop designed for users of financial reports and accounts who have no prior or limited knowledge of corporate financial information, it focuses on the numbers behind the risks rather than the risks themselves. This is a highly interactive workshop and a case study will be used to illustrate key learning points.

Specifically, participants will learn to:
•How a company&,#146,s business and financing activities are reflected in its financial statements
•The components of financial statements - balance sheet, profit and loss and cash flow
•The distinction between cash flow and profits
•How to measure operating, investing and financial performance using appropriate ratios and cash flow tools
•How to review and interpret the key impacts of &,#146,Notes to the Accounts&,#146, and describe the key accounting rules (IFRS) and th... [Read More]

Intermediate Excel for Financial Professionals

Course Format: Classroom
School/Trainer: Fitch Learning USA
Training Center(s)/Venue(s): Chicago, New York City, United States
  V

Course Objectives

By the end of this course, participants will be able to:
•Develop a “toolkit?of Excel tips and techniques
•Sensitise and stress test Excel outputs from models
•Problem solve within an Excel environment
•Analyse large volumes of data
•Rank data and analyse large data volumes
•Data mine large data volumes and analyse
•Confidently use Excel’s keyboard shortcuts to improve their speed and efficiency
•Confidently develop Excel formulae in order to build robust solutions
•Quickly and consistently format presentation-quality spreadsheets

Target Audience

This programme is suitable for anybody needing to rapidly improve their excel skills. The programme would be useful for professionals needing to data mine, analyse and efficiently work with large data volumes, as well as for those needing to build spreadsheet to stress and simulate data outputs.

The skills addressed in this programme will be used and applied in our financial modelling programmes. The financial modelling programmes focus on forecasting and valuation within an Excel environment.

IFRS 9 for Banks and Other Financial Institutions Workshop

Course Format: Classroom
School/Trainer: Fitch Learning USA
Training Center(s)/Venue(s): Chicago, New York City, United States
  V

IFRS 9 introduces a new business model-based approach to classification and measurement of financial instruments, an impairment model based on expected losses and simplification of hedge accounting. In this intensive one-day workshop we will look at the changes in IFRS 9 and its impact on financial statements.

Specifically, participants will be equipped to:
•Identify the reasons for replacing IAS 39 with IFRS 9
•Evaluate the key changes in accounting for financial instruments
•Analyze the potential financial and business implications of adopting IFRS 9 for banks and other financial institutions

Group Financial Statements Workshop

Course Format: Classroom
School/Trainer: Fitch Learning USA
Training Center(s)/Venue(s): Chicago, New York City, United States
  V

The overall objective of this one day workshop is to provide an insight into how group financial statements are prepared. It will look at the fundamentals of group financial accounting as well as give a deeper understanding into some of the more subjective issues such as the calculation of goodwill and stepped acquisitions. By the end of this course, participants will be able to:
•Understand the concepts behind acquisition and equity accounting
•Explain how commercial substance is reflected in group accounts
•Recognise how control is determined and how this can be achieved beyond an equity stake
•Appreciate the methods and challenges involved in the calculation of goodwill

Target Audience

This workshop is suitable for those who are analysing or preparing group financial statements for the first time and for those who need a refresher of the core skills.

Fundamentals of Project Finance Workshop

Course Format: Classroom
School/Trainer: Fitch Learning USA
Training Center(s)/Venue(s): Chicago, New York City, United States
  V

The overall aim of this workshop is to equip participants with a comprehensive overview of project financing by taking them through all stages of a project financed transaction. Specifically, participants will be equipped to:
•Apply a structured and systematic approach to assessing project finance transactions
•Recognise the key characteristics of a robust project and identify the weakest links in the transaction
•Use qualitative and quantitative tools and measures to distinguish the key risks
•Interpret each of the risks to determine their severity and potential impact on the transaction structure
•Appreciate how the mechanisms in the transaction documents operate to protect the creditors and evaluate the protection provided
•Build a credit rationale in order to make and substantiate investment decisions.

Build a credit rationale in order to make and substantiate investment decisions.

The workshop will make extensive use of case studies and exercises which can come from the following sectors:
•Public-Private Partnerships (PPP)
•Infrastructure &, Public Services Projects (Transport, Municipal)
•The powe... [Read More]

Fundamentals of Bank Financial Statement Analysis Workshop

Course Format: Classroom
School/Trainer: Fitch Learning USA
Training Center(s)/Venue(s): Chicago, New York City, United States
  V

Specifically, participants will be equipped to:
•Distinguish the risks in the different business lines and products offered by financial institutions and recognise how they are reflected in the financial statements
•Understand the components of bank financial statements and key ratios used in bank analysis
•Recognise the impact of differing accounting standards and policies (e.g. provisioning, asset valuation, securitization etc.) on the financial statements
•Use the CAMELS framework (capital, asset quality, management, earnings, liquidity and sensitivity to market risk) and key ratios to make a preliminary assessment of the performance and financial health of a bank.

Target Audience

This programme is designed for analysts who have limited or no experience in the analysis of financial statements for financial institutions. The workshop leads into the following intermediate level seminars: Intensive Bank Analysis, Emerging Market Bank Analysis and Non-Bank Financial Institutions.

Financial Analysis Fast Track

Course Format: Classroom
School/Trainer: Fitch Learning USA
Training Center(s)/Venue(s): Chicago, New York City, United States
  V

The ability to understand and analyse reported numbers contained within financial statements, stock exchange announcements and the financial press is the cornerstone skill when evaluating investment decisions, whether this be for M&,A purposes, portfolio construction or research. This three day programme will build a solid foundation in analysis, using real company accounts and current transaction examples.

Course Objectives

By the end of the course, participants will have the tools and techniques to be able to:
•Build an integrated financial statement set and analyse it
•Develop a framework to understand how transaction impact the financial statements
•Analyse a set of integrated financial statements
•Appreciate and analyse the drivers of value
•Develop a hypothesis about a company’s future financial performance

Target Audience

Professionals new to finance who will be required to analyse reported company numbers for valuation, investment, equity or credit purposes. Excel will be used throughout the three days. A basic knowledge of Excel will be useful but not essential.

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