Executive Training

Format: 2015-08-04

Corporate Governance Summer School 2015 – Dubai


Eureka Financial

This practical 2 day course provides participants with an overview of the regulation and principles behind good corporate governance framework. You will explore the relationship between management, finance, law and ethics and learn to effectively administer corporate relations and to contribute to corporate performance at a senior level within your organisation.
 
The programme includes many case studies from the GCC region and worldwide, exploring the best current practices and standards.

International Securities Settlements & Custodial Services


Eureka Financial

This training program is designed to provide delegates with practical knowledge about the key concepts, systems, processes and procedures in international securities settlement and custodial services as well as operational risks involved. Participants will have a chance to gain skills necessary to facilitate day-to-day transactions and communication processes between all parties involved.

FATCA Compliance – London


Eureka Financial

Even though FATCA is now operative, many foreign financial institutions (FFIs) and associated organisations are still not clear on what they should be doing. If you are still not certain as how to exactly comply with the FATCA requirements and set up all the necessary structures and controls, this very practical one day course is just for you.

You will learn about:
 

  • The technical requirements of FATCA
  • How FATCA compliance can be effectively achieved and
  • A detailed look at al the necessary internal controls and certification
  • considerations 
    • How to provide support for your clients 

This intermediate level course explores FATCA requirements and guidance as set out by HMRC but is also very relevant for participants from abroad. 

Managing Family Office & Wealth


Eureka Financial

This 2 day practical programme for family office representatives and wealth managers explores the best strategies for preserving family wealth and managing a modern family office.
 
You will have a chance to explore the family governance mechanisms, intergenerational wealth transfer, managing complexities of international wealth mobility and succession planning. You will also learn about the operational setting and asset allocation, cost and risk management, tax advisory and philanthropy.
 
Run by an expert in family office and services for high net worth clients this course focuses on the latest market trends and effective wealth preservation strategies.

UCITS Funds


Eureka Financial

This practical one day course is designed to provide an insight into the area of UCITS, showing how funds may select eligible assets and demonstrate how these instruments may be employed to achieve different investment objectives.
 
You will learn about the main characteristics of UCITS, their structure and objectives as well as about the key risk and performance indicators. Setting up funds in different jurisdictions and organising fund management and oversight will be discussed in detail. 
 
You will learn about the regulatory reporting requirements, fund authorisation and distribution process as well as about organising effective governance and compliance monitoring structures.

Investment Performance Measurement


Eureka Financial

This practical two day training run by a former senior banker has been designed for anyone who needs to understand the fundamentals of measuring investment performance. 
 
The course explores all aspects of performance measurement including the calculation of returns, impact of different benchmarks and adjusting performance for risk taken. Through the analysis of the best current industry practice you will learn how to set up, maintain and improve performance measurement systems within your organisation.
 
You will also have a chance to learn about the evolution of the asset and wealth management industries including the latest industry trends as well as some of the findings from behavioural finance.

The Repo Market


Eureka Financial

This 1 day course is designed for delegates who are either new to the business of bond repurchase agreements (repos) or want to refresh their knowledge. You will learn how repos are priced, settled and why they are transacted by different participants in the market, including pension funds, hedge funds, market makers and derivatives users.  You will also learn about bonds and key money market operations.
 
You will have a chance to explore applications of repos for risk management, speculation and arbitrage purposes with a particular emphasis on the relationship between the bond repo market and derivatives such as swaps and exchange traded bond futures. 

AML – Anti-Money Laundering


Eureka Financial

This highly practical 2 day course provides guidance on identifying and controlling risks associated with money laundering and terrorist financing. The programme provides an overview of AML compliance program requirements, AML risks and risk management expectations, industry sound practices, and examination procedures. You will have a chance to analyse the latest AML techniques and strategies from around the world through practical case studies.  

International Securities Settlements & Custodial Services


Eureka Financial

This training program is designed to provide delegates with practical knowledge about the key concepts, systems, processes and procedures in international securities settlement and custodial services as well as operational risks involved. Participants will have a chance to gain skills necessary to facilitate day-to-day transactions and communication processes between all parties involved.

Managing Family Office & Wealth


Eureka Financial

This 2 day practical programme for family office representatives and wealth managers explores the best strategies for preserving family wealth and managing a modern family office.
 
You will have a chance to explore the family governance mechanisms, intergenerational wealth transfer, managing complexities of international wealth mobility and succession planning. You will also learn about the operational setting and asset allocation, cost and risk management, tax advisory and philanthropy.
 
Run by an expert in family office and services for high net worth clients this course focuses on the latest market trends and effective wealth preservation strategies.

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