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Financial markets have been in a state of flux.  Who has been involved?  What have been the roles of key institutions?  Who has won?  Who has lost?  What are the implications right now?

Our banking training courses provide an opportunity to understand exactly what key financial institutions do, how they have made money in the past and how trends are moving right now.

Our courses in this area are relevant, meaningful and fun, providing a great opportunity for course delegates to get answers to questions they might be reluctant to ask in other settings.

Banking and finance course outline – 1 day
  • Session 1: what do banks really do?
    • Understanding banking products and the differences between them
    • Anatomy of a bank
Group exercise.   Navigating around a bank

    • Overview of banking products
    • Key jargon terms: demystified
    • Where people fit
    • Who can afford their own yacht?
    • Understanding front, middle & back office roles
Group exercise.   Identifying roles

    • Making bank strategy work
    • What examples do we have of strategy failure?
    • What’s the route forward?
    • Review: what are the risks that banks face?
    • What caused the credit crisis?
  • Session 2: getting to grips with the business press
    • Unpacking the financial pages
    • How to know everything by reading 3-5 pages max
Exercise.   Identifying deals/ identifying opportunities
  • Session 3: other financial institutions
    • Fund management
    • Private banking
    • Hedge funds
    • Private equity firms
    • Major strategies and risks
  • Session 4: debt products
    • Clear, simple and concise introduction to the different forms of lending
    • Senior debt
Group exercise – understanding debt products.   In front of you is some analysis conducted by a major investment bank.   Based on what you see there, what has this analyst done wrong?

    • You now know about senior debt products, what has the bank done wrong?
    • High-yield debt
    • Mezzanine
Group exercise – understanding mezzanine and subordinated debt products.   Imagine you represent the senior lender and the finance director at your client wants to take on mezzanine finance to complete a deal.   What are your concerns?  What protections could you (reasonably) ask for?

    • The client business has just told you they are now talking to a mezzanine provider.   What should you be worried about?
    • Payment-in-Kind
    • Asset based lending
    • Securitisations
    • Project financing
    • Understanding the nature of different financial instruments and risk profiles
    • Drivers on debt holders
  • Session 5: merger, acquisition and equity capital markets
    • Why does merger & acquisition activity happen?
    • Sources of synergies
    • What would you be most sceptical about?
    • Traps for the unwary
    • What is a float?
    • Overview of the process
    • Key roles
Exercise – flotation as an exit route.   You are a board representative for a private equity firm, sitting on the board of a company the firm has invested in.  It’s time to sell and the company is considering floating or selling to a trade buyer.  What is the private equity firm’s preferred route forward?  What really happened?
  • Course conclusion
    • Key opportunities
    • Major areas of commercial debate
    • Recap on main learning points
A banking course provided inside your company

Financial Training Associates’ banking programs are only offered for delivery inside your company. If you have 4-5 employees who are interested in this subject you will find that FTA Ltd is able to deliver you a cost-effective banking course.

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Financial Training Associates (FTA) Ltd has provided highly successful financial training programmes for ten years, for both the corporate and the public sector. FTA trains internationally and within the UK, and course subject areas include: Excel financial modelling; corporate finance; company valuation; buyouts and mergers.

 

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