Description
Introduction
House of Training offers a comprehensive, practice-driven on-site seminar on international capital markets and financial instruments.
Designed to deepen participants’ understanding of how these markets operate, the seminar explores a broad range of instruments, including bonds, equities, repos, swaps, options and structured products. It combines technical and operational perspectives with a focus on financial risks and the impact of regulation on day-to-day activities.
Each training unit is delivered by an expert in the relevant field, bringing practical insights and real-world experience to the learning journey.
Programme
PRE-REQUESITE
To help participants refresh their foundational knowledge of financial markets and risk management, two preparatory e-learning modules are made available at least one month before the seminar begins.
Access is provided once the seminar sessions are confirmed, rather than upon registration.
Participants are required to complete both modules and demonstrate their understanding by passing the final assessment at the end of each module before the seminar begins.
E-Learning : International financial markets (4 hours)
- Financial Markets
- Financial Instruments: Securities
- Financial Instruments: Derivatives and Investment Funds
- Market Activities
- Market Players
- Future Trends
E-Learning : Fundamentals of Financial Risk (2 hours)
- Definition of risk
- Risk Management cycle
- Types of risks in financial services
- Measuring and managing risk
- The Risk Management challenge
SEMINAR
The seminar is structured into training units of four or eight hours, covering the following topics:
Applied Mathematics on fixed income products, bonds and futures on bonds (4 hours)
- Pricing of bonds
- ICMA Bond Principles
- Term structure of interest rates
- Identifying and measuring financial risk
- Bond futures and hedging techniques
Practical applications and bond portfolio management (4 hours)
- Return expectations
- Management strategies
- Diversification
- Currency as asset class
- Performance contributors and measurement
Options & Structured products (8 hours)
- Introduction, options, yield curves
- Pricing variables
- 4 basic strategies & their risk and reward
- Exercises – using options in Portfolio Management
- Capital guaranteed structures
- Reverse convertibles
- More exotic structured products
- Pricing and Documentation –
- Beware of the dangers!
- Exercises – understanding real life products
Sustainable Finance ( 4 hours)
- Introduction to Sustainable Finance
- Green Social and Sustainability Bond Trends
- Market Standards
- Taxonomy and Accounting
Repos and swaps (8 hours)
- Repos : Flow chart; Terms of the agreement; Collateral; Margins; Manufactured dividend; Market participants; Repo types; GC & special
- Swaps : Definition & characteristics; Types of swaps; Market share; Currency swaps; CDS; example; IRS characteristics; IRS cash flows; IRS quotation; Curves; Swap pricing mechanics; Constructing the short end; Constructing the long end; Zero curve examples; Curve adjustments; Interpolating the curve; Intermaturity spreads; Bond hedging; Forwardng swaps; Pricer example; Currency interest rate swaps; Beyond plain vanilla swaps
Financial analysis, cross-asset (8 hours)
- Methods, tools and instruments for asset selection
- Bonds and Equities: definitions, different markets, attributes
- Stock market quotation and orders in MiFID regulated markets
- Investment Funds: overview and fund selection methods / criteria
- Relevant websites
Securities clearing, settlement and custody (4 hours)
- Debt instruments; Equities; Entitlements
- Matching; Clearing; Settlement; Custody
- Future Issues
Audience and objectives
The programme is designed for front- and back-office professionals with a solid grounding in financial markets, financial instruments and financial mathematics, together with several years of practical experience in the banking and financial sector, ideally three to six years.
Language
The CAMFIN seminar is exclusively offered in English (delivery and course material content).
Venue
The following mandatory procedure must be strictly observed by each participant, with no exception:
- The seminar takes place in residence at Hôtel Mercure Kikuoka Golf & Spa, Canach.
- The participants’ bedrooms are booked from Monday until Friday by the House of Training upon registration, and are included in the price. They are required to check in the first morning of the course.
- A number of wellness facilities (fitness room, swimming pool, sauna…) are at the disposal of the participants for relaxation at the end of the day.
The exam session will take place online.
Online registration
Registrations and payment for this training are made online. Please click on the blue button “S'inscrire”.
Conditions
Support de cours
-
Des supports de cours seront disponibles après les modules respectifs
-
Die Kursunterlagen werden nach den jeweiligen Modulen zur Verfügung gestellt
-
Course materials will be made available after the respective modules
Exams
The knowledge acquired during the seminar is assessed through a multiple-choice examination comprising approximately 80 questions. Participants must achieve a score of at least 50% to pass. Successful candidates will be awarded a certificate.
Location
L-5412 Canach
Luxembourg
Sessions and schedules
-
Mon 11.10.2027
08:30 to 17:30
8H
CAMFIN Practical Applications & Bond Portfolio Management
Hôtel Mercure Luxembourg Kikuoka Golf & Spa
-
Tue 12.10.2027
08:30 to 12:30
4H
CAMFIN Options & Structured Products
Hôtel Mercure Luxembourg Kikuoka Golf & Spa
-
Tue 12.10.2027
13:30 to 17:30
4H
CAMFIN Sustainable Finance
Hôtel Mercure Luxembourg Kikuoka Golf & Spa
-
Wed 13.10.2027
08:30 to 17:30
8H
CAMFIN Repos and Swaps
Hôtel Mercure Luxembourg Kikuoka Golf & Spa
-
Thu 14.10.2027
08:30 to 17:30
8H
CAMFIN Financial Analysis
Hôtel Mercure Luxembourg Kikuoka Golf & Spa
-
Fri 15.10.2027
08:30 to 12:30
4H
CAMFIN Risk Management
Hôtel Mercure Luxembourg Kikuoka Golf & Spa
-
Fri 15.10.2027
13:30 to 17:30
4H
CAMFIN Securities Clearing, Settlement & Custody
Hôtel Mercure Luxembourg Kikuoka Golf & Spa
-
Fri 15.10.2027
17:30 to 19:30
3H
CAMFIN Examination
Hôtel Mercure Luxembourg Kikuoka Golf & Spa
-
2H
E-Learning - International Financial Markets
Hôtel Mercure Luxembourg Kikuoka Golf & Spa
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