Back-Office Operations -House of Training - 2018

House of Training / Brochures et dépliants

Effective and secured Back-Office operations processing today is a necessity not only for banks and custodians, but also for various players across Capital Markets.

Operations specialists and the House of Training have therefore developed a training programme in Back-Office operations which provides a professional qualification for both these business activities as well as for professionals and managers from other areas of financial services who want to acquire a solid understanding of operations.

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1. PROFESSIONAL QUALIFICATION IN BACK-OFFICE OPERATIONS 2018 BANQUES

3. 3 Effective and secured Back-Office operations processing today is a necessity not only for banks and custodians, but also for various players across Capital Markets. Operations specialists and the House of Training have therefore developed a training programme in Back-Office operations which provides a professional qualification for both these business activities as well as for professionals and managers from other areas of financial services who want to acquire a solid understanding of operations. BACK-OFFICE OPERATIONS HOUSE OF TRAINING Formally established in 2015, the House of Training brings together, under a single roof, the training institutes of both the Chamber of Commerce and the Luxembourg Bankers’ Association (ABBL), who are renowned for their expertise and their vast offerings in the field of continued vocational training in Luxembourg. www.houseoftraining.lu ICMA I CMA is a membership association, committed to serving the needs of its wide range of members representing both the buy side and sell side of the industry. Its membership includes issuers, intermediaries, investors and capital market infrastructure providers. ICMA currently has more than 530 members located in over 60 countries worldwide. Working actively with its members in all segments of the wholesale market, ICMA focuses on a comprehensive range of regulatory, market and other relevant issues, which impact market practices and the functioning of the international debt capital markets. www.icmagroup.org

4. 4 Programme overview TRAINING STRUCTURE The qualification programme covers 3 levels of understanding, each one composed of separate training units. For the advanced level, participants (such as project managers, IT developers, consultants, business analysts, ...) having a focus on process flows can attend our advanced 1-day module “Transaction processing”. Managers who want to increase their skills in controlling operations, compliance, operational risk, ... can attend our advanced 1-day module “Managing Back-Office Operations”. EXAMINATION AND CERTIFICATION The knowledge and professional competences are tested and validated by means of written examinations. In order to obtain the Back-Office Operations Specialist Certificate, candidates must complete a total of 7 days of Back-Office operations training, completing both foundation and intermediary levels, and pass the exam for each course taken. Alternatively, candidates can opt for completing the Capital Markets Back-Office programme (CAMBOC) in one go and pass the exam. TARGET AUDIENCE The persons concerned by the Training Programme are all persons being involved in Back-Office processes (all levels), or in contact with operations. TRAINERS Recognized and experienced professional specialists, active in the market, selected on the basis of their in-depth knowledge of markets, operations and financial products. NOTE Course material is only written in English.

8. More information More information about the course content and objectives, the target audience, the exact schedule, etc. can be found on our website www.houseoftraining.lu Registrations & fees Registrations for the training modules and/or exams are to be made online via our website. They have to be made at least 5 days before the beginning of the training course/exam. The fees indicated in this flyer represent the basic fees. These can vary, depending on several options chosen by the participant (training material, exam fees, etc.). All prices are indicated without VAT (3%). Exams Exam sessions take place every Tuesday and every last Thursday of each month, except on school holidays. Training location Unless otherwise indicated in the registration confirmation, all courses take place at the: Training Centre in the Chamber of Commerce 7, rue Alcide de Gasperi L-1615 Luxembourg Terms and conditions as stated on our website www.houseoftraining.lu are applicable. COURSE DURATION PRICE + 3% VAT Back-Office (fundamentals): Operations 16 hours 385 € Back-Office (intermediary): Securities Clearing and Settlement 8 hours 255 € Back-Office (intermediary): Corporate Actions 16 hours 635 € Back-Office (intermediary): Payment Processing 8 hours 255 € Back-Office (intermediary): Collateral Management and Securities Financing 8 hours 255 € Back-Office (advanced): Transaction processing (flows) 8 hours 320 € Back-Office (advanced): Managing Back-Office Operations 8 hours 320 € Capital Markets Back-Office certification (CAMBOC) 56 hours 2.200 € Introduction to SWIFT in the Payments Market 8 hours 900 € Introduction to SWIFT in the Securities Markets 8 hours 900 € Practical information Contact House of Training - Customer Service customer@houseoftraining.lu BP 490 L- 2014 Luxembourg Tel.: +352 46 50 16 – 1 www.houseoftraining.lu

7. 7 Introduction to SWIFT in the Payments Market Programme: Where and how can you use SWIFT, How messages are sent and what SWIFT does with your messages, Who are the players, which types of payment systems exists and how is SWIFT used in the payments industry, How is SWIFT managed, why was it created and what support can you get from SWIFT L: EN  - 8 h   - 900  € (+3% VAT) - Exam: / Introduction to SWIFT in the Securities Markets Programme: A company called SWIFT, SWIFT in your organization, Introduction to the securities markets, How can you use SWIFT for securities, Paving the way for STP - securities standards, Market initiatives and market reform, The course will illustrate some messages from the trading, settlement and corporate actions area L: EN  - 8 h   - 900  € (+3% VAT) - Exam: / The following modules are NOT eligible for the Back-Office Operations Specialist Certificate and are available in English only. These are complementary and recommended SWIFT modules: N.B. The House of Training and SWIFT have today a large team of experts at your service to offer you the highest quality of training. Our qualified experts design, develop and deliver our training programmes that cover the latest and most comprehensive information on all SWIFT-related products and services from the source. You are invited to contact the House of training if you are looking for a specific SWIFT training programme that is not listed in our catalogue. Back-Office (advanced): Transaction processing (flows) Programme: Technical approach of Back-Office operations with a focus on processing flows for Primary Market securities issuance, clearing and settlement techniques, income and non-income Corporate Actions, custody, payments, Swift L: EN/FR  - 8 h   - 320  € (+3% VAT) - Exam: optional Back-Office (advanced): Managing Back-Office Operations Programme: Overview of Back-Office operations management with a focus on operational risk, potential deficit, control tools, monitoring of transactions, Compliance, AML, straight-through processing solutions, troubleshooting, future trends L: EN/FR  - 8 h   - 320  € (+3% VAT) - Exam: optional Capital Markets Back-Office certification (CAMBOC) Programme: International Financial Markets E-learning course (+/- 12 h) • Securities B-O Operations • Matching • Clearing • Settlement • Custody • Collateral Management • Payments • Securities Financing • Treasury • Primary Market • Risk Management in the B-O • Regulatory Issues in the B-O • Troubleshooting in the B-O (case studies) • Future Trends in B-O Operations L: EN  - 56 h (5 days course material, 1 day case studies, 1 day review and exam)  - 2,200  € +(+17% VAT) - Exam: included The following modules are NOT eligible for the Back-Office Operations Specialist Certificate:

5. 5 Certification Programme FONDATION LEVEL Back-Office Operations – Fundamentals / Fondamentaux INTERMEDIARY LEVEL Securities Clearing & Settlement Custody Corporate Actions Payment Processing Collateral Management & Securities Financing Specialisation in Process Flows Specialisation in Management ADVANCED LEVEL Transaction Processing Managing Back-Office Operations Seminar with certification Capital Markets Back-Office Operations Certification (CAMBOC) Complementary SWIFT modules SWIFT in the Payments Market SWIFT in the Securities Market Back-Office (fundamentals): Operations Programme: Initiation to securities Back-Office operations • Clearing and settlement • Custody • Collateral management • Securities financing • Treasury • Tax impacts • Primary market • Operational risk • future trends L: EN/FR  - 16 h  - 385  € +(+3% VAT) - Exam: optional Back-Office (intermediary): Securities Clearing and Settlement Programme: Introduction to trading and middle office • Securities clearing and settlement • Matching rules • Registration procedure • Settlement and securities delivery • Target2Securities • on / off-market transactions • tracking a buy / sell order end-to-end • back-office operations L: EN /FR - 8 h   - 255  € (+3% VAT) - Exam: optional Back-Office (intermediary): Corporate Actions Programme: Processing, mastering and controlling corporate actions (events impacting securities) • Studying the steps in the payment management process (coupons and dividends) and mandatory or optional corporate actions • Practical cases • Tax impacts • Swift, information and customer reporting • Deadline management, risks, controls • Straight-through processing L: EN/FR  - 16 h   - 635  € (+3% VAT) - Exam: optional Back-Office (intermediary): Payment Processing Programme: Back-office operations • Payment systems (SEPA/Target) • Payment products comparison: cash, wire transfers, cheques, credit cards • Market players • Legal obligations • Swift • Correspondent banking • e-banking solutions evolution L: EN/FR  - 8 h   - 255  € (+3% VAT) - Exam: optional Back-Office (intermediary): Collateral Management and Securities Financing Programme : Lending and borrowing techniques • Repurchase Agreements (bilateral and triparty) • Collateral management tools and techniques L: EN  - 8 h   - 255  € (+3% VAT) - Exam: optional The following modules are eligible for the Back-Office Operations Specialist Certificate:

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