Financial Markets Training Course

Audience

All senior management requiring a working knowledge of AML and CTF prevention, along with an awareness of other relevant and current financial crime issues.

Course Format

A combination of:

• Facilitated discussions
• Slide presentations
• Case studies
• Practical examples

Course Objectives

By the end of this course, delegates will be able to:

• Explain how AML and CTF can be prevented
• Understand the key aspects of AML and CTF as they apply to their organisations, including national and international efforts to combat these crimes
• Define the measures companies and staff should adopt to protect themselves against the risks of money laundering and terrorist financing
• Detail how a company might become a target for money laundering and terrorist financing, and identify the "red flags" that help detect, prevent, and report any suspicious or actual criminal activity
• Understand some of the other emerging "hot spots" in financial crime

This instructor-led, live training in (online or onsite) is aimed at manufacturing managers and engineers who wish to strengthen their ability to evaluate investments, build robust business cases, and present compelling narratives for capital projects.

By the end of this training, participants will be able to: calculate and apply core investment appraisal metrics to manufacturing scenarios, build a complete CAPEX investment case including cash flow projections and sensitivity analysis, use templates and Capex Cards to streamline the approval process, and prepare clear executive-level narratives to justify capital expenditure requests.

This instructor-led, live training (delivered online or on-site) is designed for managers who wish to identify and reduce the risk of fraud faced by eCommerce businesses.

By the end of this training, participants will be able to:

• Understand how eCommerce fraud occurs.
• Analyse vulnerabilities in their organisation's eCommerce platform and processes.
• Assess an organisation's 'readiness' for adopting new anti-fraud measures.
• Communicate and implement appropriate anti-fraud policies.

Course Format

• Interactive lecture and discussion.
• Abundant exercises and practice opportunities.
• Hands-on implementation within a live-lab environment.

Course Customisation Options

• To request a customised training session for this course, please contact us to arrange.

In this instructor-led, live training, participants will explore the key features of financial markets and how trading operates within them. We begin with an overview of financial market terminology, trading lingo, and the conventions used to describe market activities. Next, we examine the reasons and methods behind investing in various financial instruments. Specific topics include trading strategies, risk management, and real-world case studies that highlight the individuals, institutions, and strategies driving investment decisions in financial markets.

Target Audience

• Business managers

Course Format

• Combination of lecture, discussion, and hands-on exercises

This instructor-led, live training in New Zealand (online or on-site) is designed for cloud administrators, cloud architects, technology leaders, and financial analysts who wish to record, manage, monitor, and process an organisation's financial assets within the cloud.

By the end of this training, participants will be equipped to apply FinOps practices within their organisations to forecast costs, streamline processes, and carry out financial management operations in the cloud.

This instructor-led, live training in New Zealand (online or on-site) is aimed at intermediate-level finance professionals who wish to gain comprehensive knowledge of FinOps principles and methodologies, including cloud financial management, optimisation strategies, and collaboration among finance, engineering, and business teams.

By the end of this training, participants will be able to:

• Understand the FinOps framework, principles, and phases.
• Manage cloud costs effectively through data analysis and governance.
• Collaborate across finance, engineering, and business units to align cloud spend.
• Use FinOps tools for cost allocation, forecasting, and optimisation.
• Prepare for the FinOps Certified FOCUS Analyst exam.

This instructor-led, live training in New Zealand (delivered online or on-site) is designed for advanced-level cloud financial management professionals seeking to validate their expertise in financial operations (FinOps) related to cloud cost management.

By the end of this training, participants will be able to:

• Acquire the advanced knowledge required to sit the FinOps Certified Professional exam.
• Understand complex FinOps practices, including cost optimisation, budget management, and reporting.
• Develop practical skills in applying FinOps strategies to real-world scenarios.
• Prepare effectively for successful completion of the FinOps Certified Professional exam.

GnuCash is an open-source, cross-platform, double-entry accounting system designed for personal and small business finance management. It supports comprehensive accounting features including invoicing, expense tracking, reconciliation, and financial reporting. GnuCash integrates with online banking, supports multiple currencies, and allows exporting and importing in various data formats such as QIF, OFX, and CSV.

This instructor-led, live training (available online or on-site) is aimed at beginner to intermediate-level business professionals who wish to effectively manage and automate accounting, billing, and reporting processes using GnuCash.

By the end of this training, participants will be able to:

• Install, configure, and customise GnuCash for business use.
• Set up business accounts and manage transactions using double-entry principles.
• Generate financial statements and reports for analysis and auditing.
• Integrate GnuCash with banks, external systems, and online data sources.
• Automate recurring transactions and manage multi-currency operations.

Course Format

• Interactive lectures and discussions.
• Practical exercises and real-world business examples.
• Hands-on configuration and data entry in a live-lab environment.

Course Customisation Options

• To request customised training for this course, please contact us to arrange.

Introduction to Structured Products

This course is designed to provide delegates with an introduction to the structured products used in investment banking. Upon completion, all delegates will possess a working knowledge of the subject and be able to address the following questions:

1. What are structured products?
2. Why are they issued?
3. How do issuers and investors benefit?
4. How do you structure and price a range of derivative products?
5. What are the risks and costs associated with producing structured financial products?
6. What are embedded derivatives?
7. What are exotic options?
8. What are the key pricing and hedging considerations?

This instructor-led, live training (available on-site or remote) is designed for accountants and bookkeepers who wish to use Xero for bookkeeping purposes.

By the end of this training, participants will be able to:

• Gain a real-time view of cash flow.
• Link bank accounts to Xero for seamless bank reconciliation.
• Prepare and review VAT (Value Added Tax) returns within Xero.
• Generate reports for easy sharing among team members.

This instructor-led, live training in New Zealand (online or on-site) is designed for beginner-level non-finance professionals who wish to gain a foundational understanding of the financial and accounting principles essential for effective business decision-making.

By the end of this training, participants will be able to:

• Understand core financial and accounting concepts critical to business decision-making.
• Interpret and analyse financial statements, including income statements, balance sheets, and cash flow statements.
• Apply key financial ratios to assess the financial health of a business.
• Develop and manage budgets, and perform variance analysis to monitor business performance.
• Use break-even analysis to support operational and strategic decisions.

This instructor-led, live training in New Zealand (available online or on-site) is tailored for developers who wish to utilise the Open Bank Project API to build and test decentralised applications that can be seamlessly integrated with digital banking platforms.

By the conclusion of this training, participants will be able to:

• Configure the necessary development environment to begin building applications with the OBP API.
• Grasp the architecture, technology, and core concepts underpinning the Open Bank Project.
• Learn how to utilise and customise the OBP API to develop and construct banking applications.
• Explore the features, tools, APIs, and sandboxes available within OBP.
• Implement security measures and integrations within OBP API connectors and adapters.

Why should you attend?

We live and work in an increasingly global market that presents opportunities at every turn—opportunities we need to seize. However, with these opportunities come heightened competition, and many of the underlying complexities remain unchanged. Understanding the best approaches to identify and set the most suitable and competitive price for your products or services is critical to the success and growth of any business. The knowledge, techniques, and strategies you will gain during our training will empower you to enhance your business's profitability and effectiveness.

Turning theory into practice:

The aim of this one-day training course is to simplify and explain proven pricing strategies. By the end of the event, you'll feel more confident and motivated to continue growing and expanding your business. We will equip you with practical strategies and real-world examples to deepen your understanding of pricing, helping you turn your plans and targets into reality.

Who should attend?

This course is designed for sales managers, marketing managers, product managers, account managers, pricing analysts, and managing directors. It is also essential for executives who are new to pricing or have limited experience in this area.

This instructor-led, live training in New Zealand (online or onsite) is aimed at application consultants and business process owners who wish to learn how to configure business processes for the SAP S/4 HANA financials module.

By the end of this training, participants will be able to:

• Understand the basic customising settings in the main components of Financial Accounting with SAP S/4HANA.
• Configure the master data settings (G/L accounts, customer and vendor accounts) of FA with SAP S/4HANA.
• Configure document control, posting control, and financial document clearing settings of FA with SAP S/4HANA.