A productive staff is of utmost importance as the complex financial services industry becomes more so in response to investors, best practices and regulations. Our objective is to prepare your staff to "hit the ground" running and position them to make a timely contribution to your business.
Two Tracks
• Program has two foundation tracks: banking & securities
• Topics reflect current industry practices
• Presented in a clear, concise & engaging format
Core Review
• Reviews core business activities
• Significant historical industry events that establish the scope, types & pace of change
• Focus is US-centric with contrasts to global equivalents
Banking Track
• Examines the business infrastructure
• Federal Reserve, typical bank structures, revenues, financial, payment systems, personal & commercial services
• Reviews current & evolving regulatory structure providing governance oversight
Securities Industry Track
• Explores the primary investment asset classes, participants, markets & trade lifecycle
• Covers a bond, equity & derivative investment
• Starts at an introductory level & expands to address more complex concepts & processes
Additional Perspectives
• Risks inherent in each major business activity, metrics used to activate exposure tracking, mitigation & resolution
• Technology applications supporting major business sectors as well as evolving technologies
• How business units deploy technology as a service differentiation & as a management tool
• Current & future trends for risk & technology initiatives
Learning Activities
• Integrated into the curriculum to build on topics covered with an associated case study, research or project assignments
• Include discussions, reports or individual or team competitions
• Engage participants in the learning process & internalize the concepts & practices presented and / or identify topics requiring additional review
Program Options
• Modular program, can be modified to meet your specific needs
• Jeremiah Associates has an extensive inventory of content to expand topic coverage
View Detailed Outline:
http://www.jeremiahassociates.com/
Cost:
Contact us for a quote based upon your requirement.
More information:
Send an email to: Learning@jeremiahassociates.com
- or -
Call our Registrar:
212-363-8622 x. 206
View all our core training programs:
http://www.jeremiahassociates.com/
Sincerely,
Jerry O'Connell
Jeremiah Associates
Real World Consulting, Content Development and Training
www.jeremiahassociates.com



