Development of technical competence is achieved through two main aspects – professional knowledge and applied learning.
Kaplan's industry experts use their technical knowledge and extensive training experience to deliver programs matched to your organization’s philosophy, style, and approach.
Our comprehensive technical offering contains an array of topic areas that can be tailored to your training needs. Content delivery can vary from traditional face-to-face instruction to blended learning experiences that engage learners and further monitor progress, participation, and achievement. We strive to deliver learning solutions that address the diverse training needs at every level within your organization.
Below are some of our most popular themes from our financial offering.
This program is designed for employees at all levels of the organization who need a clear understanding of the basic functions of the financial system and the management of risks assumed by their organization. The purpose is to ensure an understanding of risk-related issues so that employees are better equipped to recognize problems and address them appropriately, helping to create and maintain a firm-wide culture in risk-awareness.
We design our program around globally acknowledged risk management concepts and regulatory standards, and cover in-depth topics such as asset and liability management, operational risk management, market risk management, and credit and counterparty risk management.
All employees involved in the investment decision process, but particular those in the finance function, will benefit from these programs focused on identifying, analyzing, building a business case for, and budgeting for the organization’s key investment decisions. The overarching goal is to best employ the company’s capital to make strategic decisions that create value for the shareholders.
This program will make employees more commercially aware by helping them consider the external and internal factors and balance them within their role. It covers techniques for forecasting and analyzing real business decisions that grow revenue, including new product introductions and market expansions, as well as mergers and acquisitions and strategic decisions.
This series of courses is a comprehensive coverage of IFRS and the regulatory environment with a focus on banking and financial services. It includes an introduction for those employees with limited or no knowledge of IFRS, as well as in-depth case studies of new and existing IFRS pronouncement for those employees with extensive backgrounds working within the accounting function.
Key topics include accounting for financial instrument, tax accounting, consolidation and group reporting, and forensics and the impact on valuation metrics. In addition, we include an overview of the Capital Requirements Directive IV from the new Basel III Accord.
The content and complexity of financial statements has expanded greatly in recent years, making interpreting and drawing conclusions from financial statements more difficult. This program is essential for those employees involved in analyzing financial statements, but will benefit anyone who wishes to gain more value from the information contained within corporate reports of multinational banking and non-banking entities.
This hands-on program is suitable for any employee who is involved in the construction, maintenance, or use of financial models, particularly security valuation and market analysis. It will benefit anyone who wants to move beyond a basic competence with Excel or who wants to refresh or consolidate their knowledge, with an eye toward financial applications.
This program includes a broad range of topics that build the skills and knowledge necessary to be successful in the investment management and security analysis industry: financial markets, valuation, and investment analysis.
For legal, finance, IT, operations and support staff with limited exposure to investment principles, this introductory course provide an introduction to capital markets and the investment management industry.
For those employees involved with investment analysis who wish to broaden and deepen their skills, there is in-depth treatment of fixed income, equity, derivatives, foreign exchange and money markets, and valuation, as well as portfolio analysis and specialized topics in credit and interest rate derivatives, technical analysis, and options trading strategies.
These programs are designed for the wide range of people working in finance, accounting, or financial reporting roles, in both the private and public sectors. Solutions are geared to what the delegate needs in the short and medium terms, and thus can include:
What could go wrong, or has gone wrong, and why? What action should we take now and in the future? Who should we inform?
This program answers these questions with practical, timely, and relevant case studies. Participants could include internal and external auditors (at all levels), directors and key managers, and individuals or departments with responsibilities for management information and control/risk management in its broadest sense, including fraud.
Key areas addressed in the sessions include how markets operate, how they are controlled, and the essential knowledge required to understand the whole picture, from regulations and investments to financial statements analysis and valuations.
Since the onset of the financial crisis almost a decade ago, economics has been in the headlines more than ever. The increased complexity of global trade and financial markets, and the impact they have on the state of the economy (and therefore a business) make understanding economics absolutely critical for every organization.
This program is designed to provide delegates a grounding in macroeconomics, as well as a framework for analyzing and understanding economic news and data. They will focus directly on how economic forces are relevant to a business and how they affect each organization’s financial performance.
Talk to our Team about the specific training topics or objectives you have in mind. Kaplan has a rich heritage of learning expertise in the insurance, securities, and financial planning industries. We’re ready to work with you to develop innovative learning solutions.