Available Workshops:By Subject
By Level


The list of programs below are a selection of workshops we have provided to clients with great success.  We work with clients to customize these programs to specific audiences, refining the depth, level and length of the workshop accordingly.  If you have any questions about these or other programs, please contact us.


Quantitative Methods, Tools and AnalysisDay(s)

Financial Math Fundamentals and Yield Curve Dynamics1

Quantitative Methods in the Financial Markets2


Financial Analysis, Credit, Lending and TreasuryDay(s)

Advanced Cases in Financial Distress & Remedial Management2

Advanced Financial Modelling for Mergers & Acquisitions3

Advanced Risk Management3

Advanced Topics in Financial Reporting & Analysis2

Commercial Credit Risk & Underwriting3

Counterparty Credit Risk for Financial Institutions2

Credit Portfolio Management, Measurement, Modeling3

Financial Distress & Remedial Management2

Financial Institution Risks, Dynamics and Analysis3

Financial Modeling, Forecasting and Valuation3

High-Powered Excel for Accounting & Finance Professionals2

Intermediate Credit Risk Management3

Introduction to Credit Spreads and The Management of Risk1

Risk Fundamentals and Essential Risk Skills7

Risk Fundamentals and Essential Risk Skills I5

Risk Fundamentals and Essential Risk Skills II5

Risk Fundamentals and Remedial Management3

Sector & Company Investment Analysis Resources Industry2

Understanding Financial Statements, Financial Analysis, Cash Flow and Debt Servicing2

VBA Programming for Finance2


Corporate FinanceDay(s)

Corporate Financial Strategy2.5

Debt & Equity Boot Camp2

Optimizing the Capital Structure1

Strategic Issues in Mergers & Acquisitions, Recapitalizations and Restructurings2


Debt Capital Markets and Fixed IncomeDay(s)

Asset Securitization, Analysis and Structuring2

Capital Market Immersion6

Convertible Fixed Income Products & Equity Alternatives2

Financial Engineering & Loan Structuring2

Fixed Income Foundations and Applications2

Foreign Exchange Management & Techniques1

Interest Rate Forwards and Swaps2


Derivatives & Risk ManagementDay(s)

Advanced Swap Pricing and Hedging2

Credit Derivative Fundamentals2

Credit Derivatives Accounting, Documentation, Processes and Reporting2

Financial Risk Management Applications2

Financial Risk Management Essentials2

Financial Risk Management Essentials3

Foreign Exchange, Forwards, Futures & Options2

Option Applications & Trading Strategies3

Swap and Derivative Fundamentals and Applications1

Swap and Derivative Fundamentals and Applications2


Alternative Investments, Real Estate, Hedge Funds and Private EquityDay(s)

Hedge Fund Business and Strategies2

Project Finance in the Global Markets3

Project Finance, Analysis and Transaction Structuring3

Real Estate Investment Banking3

Real Estate / Property Financial Analysis, Modeling and Valuation3

Real Estate / Property Investment Banking: From Construction to Take-Out and Syndication3


Business, Qualitative, Behavioral and 'Soft' SkillsDay(s)

Better Business Writing1

Competency Management1

Delivering Compelling Presentations2

Effective Negotiation Strategies and Techniques2

Effective Report Writing Skills & Techniques2

Engaging Your Team and the Leadership Agenda2

Extending Your Relationship Solutions2

Leadership and Team Building in Challenging Times2

Leadership at the Center of Excellence3

Relationship Edge Selling Techniques2