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Course Duration

2 day(s)

Course Fee

€0
(includes course material, lunch and light refreshments)

Course Schedule

No course schedule now

Course Location

Irish Times Training, 24 - 28 Tara Street, Dublin 2

This course can also be offered on a tailored in-company basis.

This course is offered on a tailored In-company basis

This two-day course is suitable for personnel who deal with clients regarding their pension opportunities. It is particularly appealing to those who need to have a “jargon buster” and a simple way of explaining complex concepts to clients. The people who attend will receive an overview of the markets, how they work, the language its participants use, and the different instruments trading in those markets. It will give delegates a working knowledge of how to deal with their customers more effectively.
 
On completion of the course, participants should be able to:
  • Answer client questions about the markets in a succinct, knowledgeable and understandable way
  • Define financial markets, their use and how market participants interact with each other 
  • Understand the bond market, what determines the price of a bond, its relationship with interest rates and why people might consider bonds as an investment
  • Recognise and explain the impact of foreign exchange movements on an investment as well as the ways in which to hedge currency risk
  • Identify seven types of equities and the purpose of a stock exchange as well as the rationale behind stock market investing
  • Use basic methods of valuation of financial market securities
  • Decipher between the major types of derivatives and the situations in which they are used
  • Have a clear understanding about the current economic events that are defining the financial markets
 
Course Programme
1. Financial Markets and Participants 
2. Fixed Interest Markets
3. Foreign Exchange and Money Markets 
4. Equities
5. Derivatives:
     a. Mark- to – Market and following the money trail
     b. Futures & Forwards
     c. Options
     d. Swaps
6. Current Economic Conditions – Where does economics meet the financial markets?
 
Special Bonus: Trainer will critique the companies’ offering and marketing and discuss it with delegate

 

Understanding Financial Markets for Pension Providers

 

 
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