Institute Profile

Course details

The ACI Dealing Certificate Training is a foundation program that allows candidates to acquire a working knowledge of the structure and operation of the major foreign exchange and money markets, including the ability to apply the fundamental mathematics used in these markets, and their core products (cash, forwards and derivatives)

The ACI Dealing Certificate is the benchmark examination for treasury personnel and for those whose work requires an understanding of the workings of the treasury department of their organization. It is the first step towards qualifying for ACI Diploma

Course details

The ACI Diploma builds on the Dealing Certificate to ensure candidates have a good practical knowledge of the treasury and foreign exchange markets as a whole and of the linkages that exist between the different areas. In achieving this qualification, candidates will have obtained a fundamental knowledge of the mathematics and pricing relationships of the various instruments and will be well prepared for the ACI exam.

Course details

A well-trained and efficiently organised Treasury Operations Department is essential to complete every transaction. The Operations Department provides a vital service to the Front-Office by ensuring that all funds flow in a timely and correct manner and that all the necessary documentation is completed.

Taking into consideration the wider job function of the Operations Staff, this examination has been designed to provide a benchmark for competency in all aspects of the operations and settlement processes. It aims to test candidates knowledge of the underlying instruments involved in the international financial markets, the processes for efficient settlements and related basic financial calculations. Candidates should also be able to demonstrate appreciation of the scope, importance and the role of the Operations Department, particularly in ensuring an autonomous service to the Front-Office.

Course details

Our course objective has been designed by the different trained professional. The following objectives are as follows:

• Understand the principles of Islamic finance
• Understand Islamic banks: why, how and for what?
• Introduce the Islamic financial products,
• Discuss and contrast Islamic banking with conventional banking
• Understand Islamic finance Application with samples of contracts
• Understand the foundation of Islamic securitization
• Look into the Islamic investment funds and their potentials

Course details

This is a comprehensive training provided by the experienced trainers and the students will have the benefit in the following basic factors:

• Investment Bankers
• Corporate and Commercial Bankers
• Corporate Financiers
• Private Bankers
• Analysts
• Risk Management Managers
• Consultants
• Lawyers
• Investment Advisors
• Regulators
• Auditors and compliance professionals

Course details

The course is designed for participants seeking an in–depth understanding of the Shari’ah Risk Management. The course sets out the Concept of Risk management in Islamic Banking and then moves on to the practical aspects of applying it with demonstrations from case studies and interactive exercises throughout the program. The aims of the course are as follows

• Understanding how Islamic banks work and the kind of risk they are exposed to
• Discussing the criteria of risk management from Shari’ah point of view
• Looking into the Shari’ah-intrinsic techniques of risk management
• Studying the Basel II proposals of risk mitigation and how should they apply to Islamic banking
• Understanding the methodologies of calculating capital adequacy in Islamic banks as proposed by ISFB
• Discussing processes of monetary authorities’ supervision on Islamic banks

Course details

The objective of this 4-day treasury products training programme is to give a comprehensive knowledge of the treasury products used by banks and corporate treasuries in the management of treasury risks, as borrowing sources and investments, and in the day-to-day running of the finances of businesses and banks. This course will be useful for all those who need to know what the treasury products are, who uses them, how they are used and why.

Course details

The course is structured in a logical sequence that allows new topics to build on previous ones. The foundation of the whole course is an introduction, largely in pre-course material, to a common body of practical arithmetic that underlies all money market instruments. This simplifies the whole learning process. Candidates are not faced with a plethora of apparently unrelated instruments, but a range of alternative and complementary tools for achieving common trading and investment objectives. Full use is made of case studies and practical exercises.

Course details

This intermediate-level programme is designed to give delegates practical "hands-on" expertise for immediate implementation in their own organizations. The programme begins by reviewing strategic and tactical considerations in traditional ALM frameworks and extends this analysis to include credit activities, alternative investments and SIVs, derivatives applications, consumer liability products, structured financing, and capital strategies. The programme includes optional late-afternoon sessions on each of the first three days to explore specialized issues in ALM for delegates from different backgrounds and institutions, including: strategic designs of consumer financial products, risks in alternative investment portfolios and liability-driven and immunization strategies in ALM.

The programme makes extensive use of short problems, case studies, Excel exercises, and Bloomberg information. Delegates should have a basic understanding of financial markets and products. Pre-course review material will be available to help those wishing to review basic concepts before the programme.

Course details

The course will build your knowledge over three days beginning with an understanding of what money markets are, who the main players are, what their motivation for participation in the market is, and how the framework of the money market operates, including the crucial role of central banks and the rate of inflation an ongoing concern for central banks and the stability of the global economy. Through practical examples and team exercises on subjects like inter bank loans and the secondary market in certificates of deposit on day one, you will rapidly gain a clear understanding of the vital role of the money markets and, how in a practical sense the market operates.

Course details

The course includes a review of the latest models used by organizations to manage risk and the traditional techniques that enable managers to quickly assess and control it. The three main sources of risk: market, credit and operational will be addressed. Delegates will analyze the general behavior and risks of various markets and financial instruments, how these risks occur, how they may be measured, what mitigation approaches may be adopted and ultimately how the risks may be managed. Particular emphasis will be paid to the various approaches proposed in the new Basel Accord. The course will also discuss firm wide risk management and the internal uses of economic capital to improve the allocation of scarce resources.

Course details

This newly updated financial training course represents the ideal opportunity for relationship managers and asset managers in private banking / private wealth management to equip themselves with the skills to formulate innovative strategies, improve their customer relationships and effectively manage their clients wealth. The people who can attend the course are:

• Private Banking Relationship Managers and Asset Managers wishing to consolidate and/or refresh their client liaison skills and product knowledge
• Executives in legal and accountancy practices working with private bankers to improve their service to clients
• Corporate bankers requiring an overview on their transfer to the private banking function
• Senior Managers responsible for planning the private wealth management function or its subsequent management
• Legal and Trust Staff
• Branch Managers and Credit Officers who need to understand the complementary nature of private banking services

Course details

This seminar program provides participants with a comprehensive examination of credit derivative instruments - key products, structures and mechanics - and their role in hedging, credit trading strategies and credit portfolio management. Particular focus is placed on applications within the capital markets i.e. the application of credit derivatives in the synthetic re-structuring of credit risk behavior, for hedging, trading and arbitrage exploitation purposes.

Course details

The purpose of this workshop is to provide the delegates with a sound grasp of the nature of options and to highlight the benefits and risks of trading options. The workshop goes beyond the basics of options theory and come to grips with the application of options as trading tools and hedging instruments.

This program is aimed at those individuals involved in financial markets who wish to use options for trading direction or who wish to exploit current market volatility. The workshop also offers a sound explanation of how options can be used by corporations to hedge price risk in the commodity or currency markets.

The workshop will also be very useful for those individuals who are involved in the risk management function within their organisation and who wish to understand the risks inherent in using options The workshop will utilise practical exercises to cement the concepts.

Course details

This highly interactive and intensive crude oil & petroleum products and pricing mechanism course will provide the attendees with a comprehensive understanding and knowledge base of the international physical oil trading business from the perspective of both the trader and the supply analyst. Oil Company personnel, Analysts, Management Accountants, Marketers and operators.

Course details

This workshop provides practical guidance in the application of the techniques of the economic analysis currently used in the oil and gas industry with special emphasis on the Production Sharing Contract (PSC). Techniques for predicting profit, production, costs, and cash flow enable the analyst to evaluate decision alternatives for optimum results. Understanding economic indicators, risk and uncertainty, different economic structures such as tax regimes and production sharing contracts, enhances the quality and the value of economic analysis.

Course details

This course comprehensively covers the oil and gas supply chains from exploration through field development, valuation and risk production, transportation, processing and refining, marketing, contracts, trading, retailing, logistics, emerging markets and competition with alternative energies. The students who can attend this Planners, accounting personnel in the oil and gas industry.

Course details

We in our institute we familiarise the participants with global oil and gas related statistics; upstream, middle stream and downstream operations; various methods to explore, produce and export oil and gas; various operations of the entire petroleum industry; the basic concept of evaluating oil & gas reserves, including artificial lift and enhancing recovery; the challenges associated with the industry to include offshore operations, horizontal drilling and other safety concern. Also to get a general feel for petroleum economics and risk analysis

Course details

The course is designed to provide grounding of the key issues affecting oil quality, accounting for international petroleum contracts and agreements. Financial performance, management, benchmarking and risk management. Economics of refinery operation.

The students who can attend the course are:

• Oil Company Personnel
• Analysts
• Management Accountants
• Engineers
• Marketers and operators

Course details

In the rapidly changing global oil and gas economy, it is critical to the success of any producing company to make the most efficient use of its resources. Finance and accounting comprise the universal business language. Planning and decision making that occur in an informal financial context permit better application of resources and promote competitive advantage.

The participants who can attend the course are Planners, accounting personnel in the oil and gas industry

Course details

The course will enable participants to apply a structured approach to project justification, investment appraisal and decision making in the upstream petroleum business. Those with little or no previous project investment appraisal experience.

Course details

Our course aims to effective maintenance is essential to refinery operations, allocation of maintenance responsibilities and activities, establishing strategies and key measures, defining personnel involvement, standardisation of maintenance activities, developing a maintenance master plan with a view to achieving zero failure.

The participants who can attend the course Petrochemical engineers, Human Resources Managers, General Managers, JOA Operatives. Health and Safety Managers.

Course details

This course covers the basics of supply chain management, including international sourcing, managing suppliers, procurement, logistics and transport, and inventory management.

The participants who can attend the course any personnel involved in the sourcing of goods and services for the organization, including supply chain managers, purchasing managers and project managers.

Course details

Emotional Intelligence (EQ) is the ability to harness emotions effectively. Low emotional intelligence triggers negative emotions such as fear, anger and hostility leading to behavior that provokes bad reactions and a negative working environment. To tap the inherent intelligence and resourcefulness that an individual has, sometimes all that is needed is an understanding of ones own emotional state

Course details

Communication takes place through a multitude of mediums and a variety of levels. Be it an informal email or a professional report, the skills that you display go a long way in determining your success. Building excellent communication skills can sometimes be your key to a step in the corporate ladder. The topics conducted in the program are:

• Importance of business communication
• Importance of language skills
• The power of words
• Structure of business communication
• Making your writing effective
• Mode of communication - Memo vs. e-Mail vs. Letter
• Letter writing
• Memorandum (memos)
• Common mistakes
• e-Mail correspondence
• Proposals, reports, analyses
• Difficult situations
• Reviews

Course details

Although many people stress the importance of being assertive, there is often a confusion about what assertiveness actually is. They are mentioned below:

• What assertiveness is and what it is not
• The difference between
• How assertive are you
• Why is assertiveness important?
• Examining behavioral styles
• The link between assertiveness and self-confidence
• Ways to improve self-confidence
• Handling aggression

Course details

Being asked to give a presentation can fill normally confident people with a real sense of trepidation. Nevertheless, the presentation remains a powerful medium for communication in the business world

• The challenge of presentations
• Preparation and not perspiration
• Practice practice, practice maintain interest
• The importance of audience contact
• The power of illustrations
• Mastering nerves
• Visual aid techniques

Course details

All of us have been in business meeting that get of the agenda, go around in circles, cover old round, get stuck on one issue, and have people with hidden agendas. Because meetings are an essential forum and can be a powerful one too, it is important to have good meeting skills. Why meetings are important in the business world

• Types of meetings
• The skill of chairing meetings
• Why meetings fail
• What constitutes an effective meeting
• Effective participation and contribution to meetings
• Meeting and strategy
• How to be assertive
• Handling conflict and confrontations

Course details

It may be true that we all work better under a little pressure, but what happens when that pressure becomes intense. Studies show that excessive stress at work can lead to poor performance, adversely affecting both the individual and the organization. This course shows how to minimize stress and channel adrenalin for enhanced performance. If the learning points from this course are applied, the benefits to you as an individual, both personally and professionally, will be life long.

Course details

It is imperative for managers to ensure that their team members are equipped with the requisite skills for the job. Indeed many forward-thinking leaders take a personal interest in the professional development of their team. This course will help you understand the roles of coaching and counseling in the workplace and show how to apply the necessary skills to optimize team performance.

• The importance of coaching and counseling in the workplace
• The coaching process
• The essential skills
• Counseling - a key management skill
• Stages in the counseling process
• The essential skills of effective counseling
• Overcoming problem situations

Course details

All managers need to develop their staff to improve performance of the individual and the effectiveness of the team. Some development will involve formal training, some will be through the job experiences.

This course will give you the techniques that will help you design an efficient and detailed training needs matrix before you spend your budget.

• Identifying the employee needs
• Developing a structure
• TNA Matrix
• Communication
• Maximizing internal training development opportunities
• Measuring results and performance improvements
• Using external providers

Course details

The course will create practical awareness and experience of performance appraisals and the tools available for people managers in today's rapidly moving and performance driven business environment.

By the end of this course delegates will be able to plan and conduct a performance appraisal. Definition of performance appraisal and process.

• Appraising staff - benefits vs. difficulties
• The appraisal as a mechanism for:
• Performance Management
• Control
• Improvement
• Weekly managing and monitoring tasks for the efficient manager
• Preparing for the annual appraisal
• Gaining staff commitment

Course details

The main driving force behind any organization is its human resources. It is therefore imperative to keep them inspired and motivated. Introducing an effective system of incentives will not only get the best out of your employees but will also help recruit and retain valuable staff and reward performance and productivity. Incentives can be financial or non-financial and individual and team based. It will look at the organizational and managerial requirements that will help facilitate the effectiveness of any selected scheme.

Course details

It is obviously important that managers recruit the right people into the right jobs. Throughout all types of organizations, selection interviewing remains one of the principal tools used to achieve this. However, many people find interviewing a difficult skill to master. This course will provide the key factors that will enable your selection interviews to run smoothly and produce the desired results.

• What are the reasons of doing interviews?
• Why some interviews prove ineffective
• The interview process
• Preparing for the interview
• Conducting the interview
• Evaluating the interview
• Essential interview techniques

Course details

As jobs change and re-training is needed at an increasing rate, more and more managers and team leaders are being called upon to do training that was formerly done by experienced trainers. This workshop is for the non-professional trainer who must develop and conduct training sessions on occasion

• Analyzing training requirements
• Developing learning objectives
• Selecting training methods
• Developing and using training aids
• Developing a training plan
• Using advanced facilitation skills
• Develop and deliver dynamic presentations and many more

Course details

The objective of this telesales training is to help delegates understand the importance of effective sales communication on the telephone. It is essential training for all involved in selling.

• Describe why effective communication is vital to successful telesales
• Effective communication skills
• The four people factors in relation to customers' buying behaviors
• Add value to telesales call
• Structure for a telesales call
• Stages from opening the call to closing the call

Course details

Excellent customer service improves customer relationships, enhances your ability to retain customers and increases business. If you look after your customers they will come back. Techniques for customer care require effort and patience to learn. They are the factors that make the difference between merely proving adequate service and being known for truly outstanding, professional service.

The different ways to become a good customer care person are as follows:

• Customer Care at different levels of responsibility
• Who is your customer?
• Identifying customer needs and expectations
• Having the right image and attitude
• Personal appearance
• Communication skills
• Body language
• Surpassing expectations
• Customer delight. How?
• Customer queries and complaints
• Dealing with difficult customers and situations
• What does it take to give outstanding customer service?
• Enthusiasm
• Professionalism
• Presentation
• Make sure the customer comes back

Course details

The course is emphasizing on how to add value to the organization's image. This would include all duties assigned to the 'front-line' staff, like, answering phone calls effectively, drawing out caller requirements and taking accurate messages. The ways of becoming a good customer care are as follows:

• Roles and Responsibilities
• Through the Eyes of the Customer
• Information Back-up
• Telephone Communication
• The Reception Area
• Security Arrangements
• Reception of Visitors
• Action Plan

Course details

The objective of this training is to develop skills, knowledge and associated behaviors related to successfully selling in a retail sales environment. The course develops a sale from the vital first approach to the closing of the sale. It has a strong emphasis on body language, personal skills and customer service. The relevant topics taught here are as follows:

• Why and how people buy
• Customer needs and wants
• Customer expectations - how do they want to be treated
• Customer delight - exceeding expectations
• The structure of a successful sale
• Communication skills
• The approach
• Using effective communication skills
• Body language - use and observe
• Presenting the product
• Powerful words that sell for you
• Emotional and logical selling styles
• Minimize customer resistance
• Closing the sale
• Recognizing and acting on buying signals
• Handling customer resistance
• Strengthening the customer relationship

Course details

This course aims to give you a better understanding of the skills and techniques that you need for successful personal selling. It is ideal for those involved in selling to business and trade organizations. The topics taught in this course are as follows:

• Customer behavior
• What your clients expect
• Preparing for the visits
• Making first impressions count
• The steps of effective selling
• Closing the sale
• Motivating yourself
• Managing the NO
• Develop your self confidence

Course details

Whoever you are, whatever you do, selling is part of your life. Running your own business, or working within an organization, something has to be sold. It could be goods, a service or perhaps it is an idea. And for you to succeed, it has to be sold! So, how can you master the art of selling and become a truly successful salesperson? This course will directly address these issues. The system on how to become a successful sales person are as follows:

• How to effectively present yourself
• Presenting your product or service
• Customer awareness
• What makes you different from your competitors?
• How to turn your features into benefits
• How to recognize buying signals
• Understanding and responding to body language
• How to overcome objections
• Closing techniques that really work

Course details

In this dynamic world, a successful organization is one that is effectively managed. Poor management can result from a lack of training in human relations issues and/or unawareness of the key tools to use in order to maximize management success. This course is intended as a general examination of today's management role and will be of benefit to both newly appointed and existing managers seeking to sharpen the key skills and personal qualities. The topics followed are:

• The Role of Today's Manager
• A Look at Management Styles
• Psychology and theory
• Assessing your management style
• The Management Tool Kit
• Case study and Analysis
• Techniques for Problem Solving
• Analytical
• Creative
• Assessing your own approach to problem solving
• Influencing Skills
• The Manager as Motivator
• The theory of Motivation
• Personal development for today's Manager

Course details

Quality teamwork, at any level, requires good leadership. But what does it take to become a leader who can truly motivate and inspire? This course will help you examine the role of a leader, leadership styles, problems faced by leaders, team development needs and the significance of empowerment, delegation and team motivation. The topics included:

• The role of a team leader
• What Makes a Team Work?
• Problems that team leaders face
• Managing Performance in Teams
• Empowerment
• What is Empowerment?
• Problems with Empowerment
• Delegation or abdication?
• Points to Remember about Delegation
• How to successfully influence and motivate a team
• Motivation Theory
• Infuse Team Spirit
• Inspirational team meetings
• Types of Team Meetings
• A look at leadership styles
• Leadership Styles

Course details

Managing time can be a real problem for so many, but how can the skill be mastered? The workshop addresses this issue and shows how to maximize the use of every minute of the day. The objectives taught in this program are as follows:

• Time Management - What is it?
• Goals and objectives
• The paper work battle
• Procrastination
• Time wasters
• Prioritize
• Time management techniques
• Performing under pressure - stress
• Personal action plan

Course details

The performance of supervisors critically determines the success of any organization. Performing as the main link between management and the staff is both challenging and complex. This training course will examine why the role of a supervisor is so important and is designed specially to help delegates understand the skills and responsibilities that go with the first line management. The course objectives are as follows:

• The Supervisor's Role
• Leadership
• Performance Management
• Key Supervisory and Management Skills
• Personal Effectiveness for the Supervisor

Course details

The only constant in life is change. Economic, technological, social and environmental factors compel organizations o look for ways of increasing productivity, improving quality, maximizing profits and finding new opportunities in a competitive market. How quickly and efficiently you handle the new environment can play a key role in organizational stability. The topics taught in the training are as follows:

• The driving forces of change
• Why change fails!
• Meeting the challenge of change
• The planning process
• The process of communicating change
• Making change happen
• Evaluation of Change

Course details

ACI Dealing Certificate Live online Training Maximum flexibility, no travel expenses, learning from home or from your workplace! The ACI Dealing Certificate Training is a foundation program that allows candidates to acquire a working knowledge of the structure and operation of the major foreign exchange and money markets, including the ability to apply the fundamental mathematics used in these markets, and their core products (cash, forwards and derivatives). The ACI Dealing Certificate is the 'benchmark' examination for treasury personnel and for those whose work requires an understanding of the workings of the treasury department of their organization. It is the first step towards qualifying for "ACI Diploma". Feel free to get in touch with us if you have any questions about our online training offering - we will be delighted to hear from you.

Course details

ASTC is presenting ACI Operations Live Online Training Program. The Program will teach by Mr Andre Kurten live online. A well-trained and efficiently organized Treasury Operations Department is essential to complete every transaction. The Operations Department provides a vital service to the Front Office by ensuring that all funds flow in a timely and correct manner and that all the necessary documentation is completed. Taking into consideration the wider job function of the Operations Staff, this examination has been designed to provide a benchmark for competency in all aspects of the operations and settlement processes. It aims to test candidates’ knowledge of the underlying instruments involved in the international financial markets, the processes for efficient settlements and related basic financial calculations. Candidates should also be able to demonstrate an appreciation of the scope, importance and role of the Operations Department, particularly in ensuring an autonomous service to the Front Office. Learning outcomes By the end of this course you will be able to: • Learn overall Financial Market and Front to End Treasury View • Understand Deal Capture, Trade Entry, and Confirmations • Learn Foreign Exchange and Money market • Settlement, Netting, and Clearing • Understand Derivatives, Short term bonds, and notes • Learn details about Reconciliations and Investigations • Treasury Systems and Data Management • Risk Management, Controls, Compliance, and Documentation • Best Practice Operations • Learn the latest developments of operations department Is it right for me? The course is Suitable for: • Operations personnel in financial markets/financial services firms o New members of operations Department (Back-Office) or with limited experience o Senior operations personnel seeking international accreditation (ACI Operations Certificate) • Other trading room support areas; • Internal and external auditors • Compliance and risk officers • Product Control