6 Banking courses in Guildford

OVERVIEW -------------------------------------------------------------------------------- This Private Banking & Wealth Management training course is designed to give you the skills to acquire, protect/preserve, enjoy and pass on wealth. As a result, it is specifically designed for those working in the industry as well as those with an interest in investments and markets.

OVERVIEW -------------------------------------------------------------------------------- In the not-so-distant past, a bank teller regularly performed dozens of routine transactions during each and every shift. With the advent of online banking, gradually consumers realized they could do much of the work themselves and perform a range of simple tasks without having to darken the doors of their local branch. 

OVERVIEW -------------------------------------------------------------------------------- This course will provide participants with an introduction to the key elements to consider in analysing financial institutions for example factors used in the assessment of the operational performance of financial institutions including but not limited to solvency, liquidity, earnings, management and systems/controls. The program will primarily cover banking institutions but there will also be some sessions devoted to risks associated with insurance companies. 

Develop the commercial awareness, financial knowledge and strategic thinking capabilities, to influence the direction of the business -------------------------------------------------------------------------------- COURSE OVERVIEW Duration: 2 days (13 hours) This course is aimed at managers who want to develop their commercial awareness, financial knowledge and strategic thinking capabilities, so that they can influence the direction of their business and deliver to their full potential. Day one of the course provides the skills and insights to make sense of your company’s financial position and performance. Day two helps delegates to consider the strategic thinking tools required to plot the forward course needed to maximise the potential of the business. As well as looking at how to make effective business decisions, this course gives a good grounding in finance and profitability. As a two day programme, day one provides the skills and insights to make sense of the company’s financial position and performance. Day two then considers the strategic thinking tools needed to plot the forward course needed to maximise the potential of the business. OBJECTIVES By the end of the course you will be able to: * An understanding of the balance sheet, profit and loss account, cash flow and statutory and management accounts * Learnt to correctly employment key financial ratios to analyse your business * A practical definition of strategy * analysis tools to examine the current environment and capabilities * Steps to devise a mission and vision statement * Recognition of the skills and resources needed to achieve the vision * Generation of appropriate strategic and tactical commercial objectives CONTENT WHAT IS STRATEGY  * Defining Strategy * Strategic thinking * Strategic models * Commercial thinking – what is money? WHERE ARE WE NOW  * STEEPLE analysis * SWOT Analysis * P&E forces at work * Political distortions in capitalist markets WHERE ARE WE TRYING TO GET TO * Setting the mission and vision * Creating a BHAG * Strategies for deflation and inflation THE ROLE OF BANKS * Commercial and investment banking * Fractional reserving * Securitisation HOW TO GET THERE  * Skill gap analysis * Business Process Re engineering * The role of creativity HOW TO GET THERE  * Getting the team on board * Individual and team motivation * The power of the brand OVERCOMING CHALLENGES  * Debt and deleveraging * Change management CREATING VALUE  * Discounted Cash Flows * Building the business case * Asset Valuation techniques MAKING IT HAPPEN  * Turning Strategic Thinking into Strategic Plans * Scenario planning for an uncertain future * Creating commitments and lock in DISCUSSION AND REVIEW  * Time will be set aside during the course for review sessions with time for questions, answers and action learning.

Our Forensic Accounting Course is designed to help investment analysts detect earnings manipulation. It focuses on creative accounting rather than conducting detailed forensic analysis but we explain the tools short sellers employ to detect fraud and some of the techniques we used at hedge funds to identify short opportunities.

This course was developed for one of the largest investment institutions in the world, a multi-trillion household name. We explain in detail our tips and tricks to build an accurate and rolling enterprise value, and then review different valuation methodologies, from DCF, through the sum of the parts and football field analyses to LTV/CAC based methods. We conclude with a series of case studies examining the valuation of individual stocks.