Introduction To Investment Banking

A 2 Day Public Course

Please contact us to book your places

The Brief:

To prepare and deliver a 2 day course designed to give the delegates of an overview of Investment Banks, their Markets and changes taking place in the Industry.

Training Philosophy:

Training is the process of taking someone from what they can do, to what they need to be able to do, from what they know to what they need to be able to know. This is only achievable & measurable when objectives are set and met. We believe that every session and topic should have objectives set for them - if the objectives are achieved, then the training has been a success.

Training Methodology:

Training can only be successful if it is participative & interactive. With the desks in island formation, delegates will take part in exercises, case studies and other learning methods to gain practical rather than academic knowledge - thus they will learn how things are really done rather than learn from a textbook. Every morning will start with a morning meeting, which gives delegates an insight into some of the information upon which decisions will be made, and also helps to get them used to financial jargon.

Day 1

Session One: Investment Banks

By the end of this session the delegates will be able to describe the role of an investment bank and the markets they operate in, and define the structure within a typical investment bank.

Session Two: Services Provided by Investment Banks

By the end of this session the delegates will be able to define the role of the different departments and the services they provide to clients. They will also be able to define a bank's main revenue streams.

Session Three: Support Areas

By the end of this session the delegates will be able to define the role of the middle office, understand the importance of the back office and understand the consequences of recent changes in regulation in the UK & Europe.

Session Four: Risk & Emerging Markets

By the end of this session the delegates will be able to list at least 6 different types of risk, identify the methods used by investment banks to minimise risk and show how risks differ between markets and instruments.

DAY 2

Session One: Fixed Interest Departments

By the end of this session the delegates will be able to differentiate between at least 8 types of bonds and their features. They will also be able to list at least 3 advantages of bonds and describe the issuance process.

Session Two: The Equity Departments

By the end of this session the delegates will be able to understand the process of equity fundraising to the market both in the primary and secondary market, how equities are traded and how the different parts of the equity department interact.

Session Three: The Derivatives Departments

By the end of this session the delegates will be able to describe the different types of derivatives and the way they are used by market participants.

Session Four: Asset Management

By the end of this session the delegates will be able to recognise the importance of investment managers in modern financial markets. In addition, they will be able to differentiate between passive and active management.

Session Five: The Future

By the end of this session the delegates will be able to understand what led to the crisis 1997/1998, the impact of the Internet bubble and its consequences, how the impact of the Euro is changing the markets and the dynamics that are driving global vs boutique investment banking.