Introduction

This program is designed to help you manage clients’ investment portfolios and your own organization’s investment stance while navigating the risks and opportunities of different financial products, including options and swaps.

Keywords

Investment banking, investing operations, financial products, futures, options, securities, swaps, trade life cycle, maturity, yields, trading and operational errors, risk mitigation

What You Learn

1

Fundamentals of investment banking and operations.

2

Differences between corporate and retail investors.

3

Financial products and their life cycles.

4

Basics of investment technologies.

5

Different kinds of institutional investment participants and their risk appetites.

6

Trading and operational errors and controls for mitigating risks.

What You Get

Videos

Videos

Articles

Articles

Digital Badges

Digital Badges

Quizzes

Quizzes

Handouts

Handouts

One-to-one mentorship

One-to-one mentorship

This Is For You If

You are entering trading and investment roles in your organization, especially in an investment bank.

How You Benefit

Master financial products and their life cycles for better buy/sell calls.

Understand investment technologies, as well as human and machine errors.

Understand and cater to the needs of different institutional clients.

Grasp methodologies for mitigating risks in investment operations.

What You Shouldn’t Miss

Trade Lifecycle – A Simulation Based Workshop

Trade Lifecycle – A Simulation Based Workshop

4.8
This program will help investment managers understand the day-to-day securities operations and settlement cycles.
View Program Get It Now
Financial Markets Business Acumen (FMBA)

Financial Markets Business Acumen (FMBA)

5
Connecting market movements to business decisions in investment banking.
View Program Get It Now
Crafting a Persuasive Pitchbook

Crafting a Persuasive Pitchbook

4.7
Develop the ability to create pitch books that combine data, narrative, and design to influence decisions and build client confidence.
View Program Get It Now
Understanding SWIFT Messaging

Understanding SWIFT Messaging

4.7
This tailored SWIFT messaging program provides essential knowledge for handling and rectifying SWIFT-related issues within financial transactions and institutions.
View Program Get It Now

The Silver Brook Advantage

End-to-End Program Management

Every program is managed end to end by the SB team through reminders, attendance, assignments, mentorships, and tests.

Going the Extra Mile

Each program is designed and delivered with a focus on maximizing learning outcomes and achieving the terminal objectives.

The Personal Touch

Our programs are tailor-made to our partner organizations and their individual learners.

Integration across Disciplines

Programs across Life Skills, Leadership, Business, and Technology for all industry sectors.

Why Learn from

Silver Brook

26,000

Programs delivered

30

Countries reached

90

out of 100 learners recommend and promote our courses to others. (NPS

80%

of our clients are Fortune Global 500 companies

73%

of our clients run our programs again

50%

of our clients have made at least one of our programs mandatory

1,2000

years of combined experience in learning design and delivery

50%

of our faculty have held corporate leadership roles

52%

of our programs are designed as multiday learning journeys

Get it

Customized

Call us to talk to one of our learning advisors about your upskilling requirements or use the form below to send us a message.