Corporate Banking Foundational Course

The loan portfolio is generally the major asset category on a commercial bank’s balance sheet and therefore fundamental to Learners who are new to Corporate Banking.

This course is structured to provide participants with a conceptual foundation of bank financing specifically to corporate lending in financial institutions.

Learners will be introduced to the concept of financing opportunities for entrepreneurial initiatives, through the Epi-Trade® IPO simulation.

- Examine Debt Markets
- Evaluate Asset Classes
- Formulate and execute strategies to raise capital (from corporate client’s perspective)

Markets for Non-Market Professionals

Financial Institutions require extremely large support functions in the areas of IT, Sales, Marketing, Risk, Compliance, HR etc.

It is not surprising that these professionals, who are experts in their own field, may not have sufficient Financial Market domain knowledge to contribute holistically, since on-the-job training and guidance from Internal Subject Matter Experts offer only piecemeal perspectives.

This course gives employees who support Financial Institutions the all-important realisation of what the Financial Services business is really about, and how their individual roles support the overall business operations.

- Identify and experience the unique characteristics of market types and participants
- Categorise financial products and instruments
- Recognise the different types of risk that exists in Financial Markets

The Investment Manager Experience: Module 1

Investment managers use their expertise to bring in the highest possible return on their client’s money, taking into consideration the client’s risk appetite and financial objectives.

This course will bring the Learners on a journey to determine the benefits and risks of financial instruments and products that Investment Managers typically have in their portfolios.

- Identify Characteristics of Equity and Fixed Income Markets
- Compare the benefits and risks associated with both markets
- Understand the underwriting process
- Apply fundamental Futures and Options Trading Concepts
- Develop hedging tools using Futures and Options

The Investment Manager Experience: Module 2

How should Investment Managers decide on the best distribution of products within their portfolios? Detailed analysis and calculations help them make sound decisions and the Epi-Trade LIVE simulator will put their selections to the test.

- Apply Quantitative Analysis
- Perform Portfolio Selection
- Employ Risk Adjusted Returns
- Build the Efficient Market Frontier
- Market-make your own ETFs

The Exchange Experience

An Exchange plays a pivotal role in Financial Market structure. It provides stability in the markets through regulation and arbitration, and offers market participants a safe and robust environment to perform their financial transactions.

Learners will experience hands-on, how market participants interact with one another through the Exchange. This course also examines the business model, the benefits and shortcomings of trading on an Exchange.

- Compare Exchange vs OTC Markets
- Experience real-time trading on an Exchange
- Market-make on an Exchange
- Calculate Margin Requirements
- Understand the challenges of market participants and examine how an Exchange can solve them

Experiential Technical Analysis

The first step to making a trade in any financial instrument is for investors to first decide on the direction they believe the market is going. Technical Analysis is thus a useful tool, as it forecasts the direction of prices through the study of past market data.

Through specially-crafted Epitrain® simulations, Learners will benefit from hands-on trading experience, and will be equipped with the practical skills of using charts and indicators for effective decision making in trading via Epi-Trade® SPRINT.

- Utilise Trendlines and Chart Patterns to determine Primary Direction
- Utilise Signal Tools to reinforce Primary Direction decision
- Identify appropriate Entry and Exit points
- Determine viability of the trade through risk:reward analysis
- Manage Position according to changing market conditions

Futures and Vanilla Options Applied

Futures and Options are extremely useful tools for hedging and speculation, but notoriously difficult to master.

This course brings Learners back to basics to acquire fundamental concepts of Futures and Options. Using our proprietary trading game Epi-Trade® Strike!, they will practice the decision-making process of Futures and Options trades.

- Decide on a position
- Draw payoff diagrams
- Pay and Collect Premiums
- Fully comprehend the risks and rewards of trading Futures and Options

Trading Warrants and Non-Linear Payoffs

Warrants are derivative securities can be extremely risky. They can be used for speculation or as a complement to an existing portfolio or trading strategy.

In this course, Learners will learn the characteristics and use-case scenarios of warrants. They will practice trading warrants and non-Linear payoffs using our proprietary trading game Epi-Trade® Strike! where they will need to adjust their market exposures to any situation that arises - from protecting a position from a decline, to outright betting on the movement of a market or index.

- Decide on a position
- Draw payoff diagrams
- Pay and Collect Premiums
- Fully comprehend the risks and rewards of trading Warrants and non-Linear payoffs

Practical Applications of Options Risk Management Strategies

Options Risk Management is often perceived as a weighty and arduous topic. To overcome its inherent complexities, this course uses hands-on simulations, allowing Learners to solidify the newly acquired knowledge through practical applications.

- Create multi-legged Options strategies
- Hedge Options Sensitivities
- Manage Exceptional Conditions
- Recognising the onset of Risk
- Manage Option Risk