Public Courses - Americas
Euromoney Learning Solutions offer a broad range of premium finance courses covering credit, investment management, project finance, risk management and many more. All of our programmes are led by highly specialised and experienced trainers, each of whom are leaders in their own fields.
We are accredited by the CPD and British Accreditation Council (BAC), and work closely in partnership with other Euromoney businesses such as HedgeFund Intelligence, IFIS and Global Capital, ensuring that our course content is up-to-date and relevant to the current issues within the industry.
On this 5-day course learn how to provide up to date, transparent and forthright financial reporting
On this 4-day course you will learn how to streamline front to back operations, optimise STP and settlements and reduce risks
The aim of this 5-day course is to teach delegates how to analyse corporate credit risk and how to assess an appropriate return
A 5-day case study based workshop covering advanced fundamental analysis and forecasting skills
This practical 4-day training course examines current best practices of all aspects of corporate governance and their implementation
This 3-day program will discuss approaches to financing wind, biomass, solar and other renewable projects
An intensive 3-day, computer based practical training course with case studies and worked examples. With a step-by-step approach, this course will guide you through the various up-to-date techniques available, providing you with a comprehensive understanding of advanced financial modelling in Excel
This practical international project finance training course is meant to increase participants' understanding of the process which leads to the creation of suitable financial structures for cross-border projects. It includes a 1-day cash flow modelling workshop.
This course will provide delegates with a solid foundation in fixed income analysis comparable to an MBA finance elective course and CFA® exam levels I and II. Delegates will receive an extensive set of course notes including many numerical problems and solutions and supplemental readings.
This unique training workshop addresses the fundamental causes of risk and provides delegates with a simple, systematic control and management program to achieve operational risk control.
The training will comprise lectures reinforced with case studies of actual financings, as well as hands-on exercises
This 3-day course will help you increase your bank’s profitability by implementing today’s leading customer retention strategies
Managing interest rate & liquidity risk and exploring best practice in risk reporting, contingency planning and regulatory compliance
Project Modeling Masterclass is an intensive hands-on course in which participants receive comprehensive instruction on accounting, programming, engineering, statistical and economic aspects of project finance models. We believe that in a few days, participants can become proficient in project finance modeling and produce models that are consistent with top flight banks and investment banks
The course begins by concentrating on spreadsheet best practice, auditing and the advanced use of Excel. These skills are then applied to the construction of financial, valuation and investment models. Delegates learn how to incorporate forecasting, optimization, risk assessment and sensitivity scenarios into these models. The course is taught using a step-by-step approach to enable delegates to construct financial models for a wide range of practical scenarios.
A comprehensive overview of the workings of international trade and commodity finance
In recent years, international bond markets have grown significantly in size and complexity as new derivative products continue to be introduced. As such, the skills needed to evaluate financing and investment opportunities in fixed income markets have evolved, and many new techniques must be considered. Synthetic (derivative) fixed income markets often dictate pricing in cash markets, a new phenomenon requiring a vastly different set of skills needed to assess opportunities and provide timely solutions.
The course will focus on enabling delegates to implement effective hedging and risk management techniques, and effectively evaluate investment strategies.
The aim of this course is to provide participants with exposure to leveraged and mezzanine financing techniques in the context of M&A and private equity structures.
This 5-day programme, with case studies and integrated cash flow modelling, is designed as an integrated series of modules which will increase participants’ understanding of today’s complex and sophisticated process of real estate investment and finance.
Learn how to oversee, understand and leverage risk management in your organisation.
A 5-day practical training programme providing a comprehensive introduction to derivative instruments, markets and applications.
Este programa de entrenamiento ha sido desarrollado por banqueros de inversión con más de 20 años de experiencia práctica en el mercado medio. El curso desarrolla y compara metódicamente ambos puntos de vista en la transacción con el fin de proveer a los participantes de una visión completa de los factores críticos en la operación de fusiones y adquisiciones en el ámbito real de transacciones de negocios. A lo largo del programa, los conceptos principales son enfatizados con el uso de ejemplos y casos de estudio con el propósito de analizar y mostrar la aplicación práctica de dichos conceptos.
This 3-day course has been designed to provide participants with an overview of the private equity industry and the investment process throughout the different stages of a company’s growth. It explains the investment process, objectives, financial instruments and negotiation options from the point of view of both the investor as well as the business owner
With the financial world currently undergoing significant changes, one of the most important challenges in banking is to reinforce the syndicated loan function and to refresh techniques given the evolution of the syndicated loan market. This course enables you to ensure that your staff – whether bankers, lawyers or investment professionals – have the tools to cope with the new environment.
This 4-day course will address the principles and practice of risk management. The results of the economic crisis will be used as a backdrop to explore risk management and the significant reshaping of the financial world.
This course is designed to increase participants’ understanding of the increasingly complex and sophisticated process of liquidity risk measurement and management exploring both its issues and challenges. The 2007- 2009 crisis has only accelerated the spread of “new” best practices. National and international regulators, including FSA and CEBS are adding more complexity.
All delegates will receive comprehensive course documentation for use before and during the program. This will enable you to return to your organization with an extensive and valuable source of information for future reference.”
Developing and implementing a comprehensive and effective culture of compliance and compliance department.
Enhancing the performance of boards of directors
A highly experienced derivatives consultant who has held senior positions in a number of major financial institutions in London and New York.
This course attempts to address this problem by guiding participants through the process of developing, validating and stress testing their bank’s internal risk modeling frameworks. The recent global crisis has called into question the accuracy, quality and consistency of internal risk rating and modeling functions.
Imagine being able to assess and manage the overall performance and risk exposure of your business or department on a timely and forthcoming basis merely by viewing a simple dashboard. This course helps participants achieve exactly this aim. In it, we develop and construct dashboards using internal data and outline how participants would undertake the same, regardless of what types of systems (if any) that their organization uses. Our goal is to unlock the meaning of the numbers that circulate around an enterprise for the purpose of ultimately making better, more informed and pre-emptive decisions.
The CFO Programme will give delegates a leading edge in financial planning and strategy. This programme will explore how to successfully manage stakeholders' relationship, reporting, talent, governance, risks, treasury, liquidity and cash management as well as how to overcome critical issues like ethics, bribery, corruption and fraud.
The School of Corporate Finance explores the fundamental tools, techniques and trends most important to institutions seeking to raise capital in today’s global financial markets
This intensive 4-day Sovereign Risk Analysis workshop provides a grounding for risk and investment managers, and other financial professionals, in the analysis of sovereign and country risk. The course demonstrates how a full assessment of risk requires an understanding of not just quantitative economic data, but also an appreciation of qualitative factors, and a review of the country’s financial system.
Through a combination of lectures, case studies and group presentations, this 3-day program provides an overview of foreign exchange and money markets, reviews the structure and pricing conventions of derivatives markets and products and compares hedging techniques more commonly used by all market participants to manage currency and interest rate risks.
This 8-day Miami Project Finance Academy is designed to assist bankers, private investors, project developers, equipment suppliers, official creditors, and other project participants in acquiring all the skills they will need to evaluate project financing transactions in a wide variety of industrial sectors. Relying heavily on examples from the American region and around the world characteristic of the energy, oil and gas, mining, transportation, social services, water and sanitation and telecommunications businesses, attendees will be brought up to date on the very latest techniques and innovative approaches to structuring and funding projects
The Miami School of Management and Leadership will provide you with the key tools manage staff, hit targets and achieve results. The program will thoroughly cover the nuances of the financial sector and the unique way it operates including industry challenges, effective communication and career strategies
The treasury's world is growing increasingly more complex. Never has it been more important for companies and their banks to deploy best practices to control cash, working capital and risk on a global basis. Over and above the mandate to excel in these traditional roles, treasury is called upon to be more strategic in its activities and to develop a solid business partner relationship across the complex
This training course will give participants a thorough overview of fixed income instruments and analysis
Attendees will have gained a comprehensive understanding on the way interest rate markets operate, and they will have been exposed to the key applications in Capital Markets and Treasury / Asset Liability Management businesses. Also attendees will have understood the details of the major pricing and valuation models (like the LIBOR Markets Models) along with the requisite accounting and risk management tools employed in practice.
Review and assess the wider impact of new banking regulation on your business
Bank Treasury's world is growing increasingly more complex. Never has it been more important for Bank Treasury to control assets, liabilities and risk in an effective manner in order to meet increasing regulatory demands and pressures on profitability. Over and above the mandate to excel in these traditional roles, Bank Treasury is called upon to be more strategic in its' activities and to develop solid business partner relationship across the complex.
Through a series of lectures, case studies and interactive exercises, this 2-day program provides delegates with a set of fundamental building blocks for understanding the interdependencies between FX and interest rate markets and products. It also broadens their knowledge of global pricing conventions in forwards and options products on foreign exchange and interest rates and allows delegates to compare hedging results through the use of a variety of hedging solutions.
This practical 4-day course will discusses how you can reduce the risks in your forward-looking decision-making using budgets and financial models, by utilising our kit bag of qualitative and quantitative tips, tools and techniques.
Effective negotiation skills for claiming value while strengthening the relationship with your clients
Achieving effective corporate governance and board support: exploring the role and functions of Corporate Secretaries, In-House Lawyers and other board support specialists
Executive and board level development for current and aspiring Chief Risk Officers
Managing Investment risk and enhancing portfolio returns
Building lasting client relationships using behavioural finance and strategic products solutions
Optimising performance and managing risks in equity portfolios
During the 5 days, the international recognizable top banker will take you through credit post debt crisis due diligence including regulations, risk rating agencies, cash f low, debt issues, corporate loan workouts and financial restructuring.
Designing and Implementing an Effective AML and CTF Programme
This 4-day program is designed for bankers, credit and product specialists and other professionals responsible for maintaining top quality loan portfolios, identifying risk management opportunities and designing financial solutions for clients in a new and evolving international credit environment
A comprehensive understanding of the operational aspects of the financial markets through the entire transaction life cycle