FINANCIAL MARKET COURSES
Japanese Equity Market
Receivable Finance (New)
Lending - An Introduction
The Lending Cycle
Commodities - An Introduction (Revised)
Commodities - Trading (New)
Commodities - Livestock (New)
Commodities - Softs (New)
Primer – MiFID II/MiFIR (New)
Understanding Private Wealth Management Business
Private Wealth Management Products & Services
Primer – Smart Beta (New)
Available on iPad and Android tablets as well as desktop
Scenario – The Trade Lifecycle in Action
This scenario explores how various trade lifecycle concepts are used in practice. You will observe a situation where a mutual fund forms a relationship with a broker-dealer. The mutual fund forms views, plans trades, and places orders, while the broker-dealer facilitates trade execution. You will follow the trades from onboarding, through pre-trade planning, trade execution, clearing, settlement, and ongoing position management.
A good understanding of financial statements and the techniques of credit analysis is required.
ESTIMATED COMPLETED TIME
Life of a Trade – Ongoing Position & Risk Management
This course describes ongoing position and risk management. It outlines the asset servicing solutions that custodians provide for their customers, including services related to corporate actions.
Intuition engages with over 30 accreditation bodies to ensure Know-How can be used for CPE credits. If your organization needs CPE from a body not listed below, contact us and we will endeavour to have them included.
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