Matrix Organisation Training Courses
The Matrix Organisation offers a range of programs for different disciplines, and a selection are shown below, all of which can be tailored for your individual requirements.
Our courses include:
Treasury and Capital Markets Courses
Our popular Treasury and Capital Markets provide a comprehensive introduction or refresher for professionals of all levels and cover the following key topics:
Foundation Courses
- Introduction to Banking
- Introduction to Financial Markets
- Treasury and Capital Markets
- Introduction to Foreign Exchange
- Introduction to Equity Markets
- Introduction to Commodities
- Introduction to Fixed Income
- Financial Maths Workshop
Derivatives
- Introduction to Derivatives
- Derivatives Fundamentals
- Swaps, Options, Futures Workshops
- Currency Options
- Introduction to Credit Derivative
Corporate Treasury Courses
Our Corporate Treasury courses deliver a detailed overview of the key skills and disciplines required of a modern Corporate Treasurer including:
- Corporate Treasury Skills
- Managing Banking Relationships
- Introduction to Cash Management
- Introduction to Liquidity Management
- Treasury Policy and Procedures
- Financial Risk
- Understanding Treasury Products
- Financial Markets and Instruments
- Derivatives for Treasurers
Banking Courses for Operations and Associated Departments
Our Banking Courses are applicable to a broad range of audiences and experience levels including:
Generic Courses (applicable across all banking operations disciplines)
- Fundamental Banking Operations Concepts
- Fundamentals of Syndicated Loans
- Operations Involvement in Projects
Securities Operations
- Fundamental Securities Operations Concepts
- The Securities Trade Lifecycle
- Securities Operations (fundamental concepts plus the securities trade lifecycle)
- Failed Trades Management
- Securities Lending & Borrowing
- The Role of the Custodian
- Fundamentals of Corporate Actions
- Advanced Corporate Actions
- Risks & Controls in Securities Operations
Derivative Operations
- Introduction to Derivatives and Their Operational Processing
- Credit Default Swap Post-Trade Processing
- The Migration of OTC Derivatives to Central Clearing
Collateral Management
- Fundamentals of Collateral Management
- The Migration of OTC Derivatives to Central Clearing (impact on collateral management)
- Collateral Management: Current & Future State
Capital Markets/Equity Fundamentals
These courses can be designed to be 1-3 day courses and cover the fundamental skills for analysts, corporate finance specialists and investment bankers:
- Portfolio Management
- Wealth Management
- Hedge Funds
- Debt & Equity Capital Markets
- Company Valuation
- Technical Analysis
- Fusion Analysis
Management Skills, Leadership and Strategy Programs
Banking Courses
- Selling skills for Bankers (Junior or Senior) – Corporate, Retail or Private Banking
- Advanced selling skills for Bankers (Junior or Senior) – Corporate, Retail or Private Banking
- Negotiations Skills for Bankers (Junior or Senior) – Corporate, Retail or Private Banking
- Advanced negotiations Skills for Bankers (Junior or Senior) – Corporate, Retail or Private Banking
- Management and Leadership for Bankers
- Managing Conflict in Banks
- Team Building in Banks
Business skills
- Planning for success (business planning)*
- Selling smarter (commercial & trading skills)*
- Finance for poets (finance for non-financial managers)
- Retail futures (understanding the retail industry)*
- Local marketing*
- Getting to grips with customers (researching customer needs)*
- Listen! (running focus groups)
- Create! (creativity, innovation & critical thinking)
- How to get a good deal (negotiation)
- Project success (project management) * denotes most suitable for retail and customer-facing businesses
Management skills
- Real leadership
- Building a high-performance team
- Coaching
- Respect! (diversity awareness)
- Personal impact
- Making meetings work (communications, facilitation & meetings)
- Is anybody out there? (managing at a distance)
Self development skills
- Personal insights
- Square peg in a square hole (career management)
- Planning your financial future (personal finances)
- Stretching my potential (personal development)
- I’m in charge (self management, personal organisation etc.)
Other support
- 1:1 performance coaching
- Career counseling
Accounting and Financial Awareness Programs
Our accounting and financial awarements progress deliver fundation information as well as refresher courses for accountants and managers of all experience levels including:
- Accounting for Financial Instruments
- Demystifying Company Accounts & Valuations
- Finance for Non-Financial Managers
- How to set and achieve your business goals
- IFRS overview – for accountants
- IFRS overview – for non accountants
Corporate Governance, Business Control and Fraud Investigation
Our range of corporate governance courses are essential for business managers and finance specialists in all fields.
- Computer Forensics for Commercial Lawyers
- Control Self Assessment
- Disaster Recovery & Business Continuity Planning
- Business Risk Management
- Computer Auditing
- Fraud Deterrence, Detection & Investigation