Finance markets course – 1 day

• Session 1: what do banks really do?
  • Understanding banking products and the differences between them
  • Anatomy of a bank

Group exercise.   Navigating around a bank

• Overview of banking products
• Key jargon terms: demystified
• Where people fit
• Who can afford their own yacht?
• Understanding front, middle & back office roles

Group exercise.   Identifying roles

• Making bank strategy work
• What examples do we have of strategy failure?
• What’s the route forward?
• Review: what are the risks that banks face?
• What caused the credit crisis?

• Session 2: getting to grips with the business press
  • Unpacking the financial pages
  • How to know everything by reading 3-5 pages max

Exercise.   Identifying deals/ identifying opportunities

• Session 3: other financial institutions
  • Fund management
  • Private banking
  • Hedge funds
  • Private equity firms
  • Major strategies and risks

• Session 4: debt products
  • Clear, simple and concise introduction to the different forms of lending
  • Senior debt

Group exercise – understanding debt products.   In front of you is some analysis conducted by a major investment bank.   Based on what you see there, what has this analyst done wrong?

• You now know about senior debt products, what has the bank done wrong?
• High-yield debt
• Mezzanine

Group exercise – understanding mezzanine and subordinated debt products.   Imagine you represent the senior lender and the finance director at your client wants to take on mezzanine finance to complete a deal.   What are your concerns?  What protections could you (reasonably) ask for?

• The client business has just told you they are now talking to a mezzanine provider.   What should you be worried about?
• Payment-in-Kind
• Asset based lending
• Securitisations
• Project financing
• Understanding the nature of different financial instruments and risk profiles
• Drivers on debt holders

• Session 5: merger, acquisition and equity capital markets
  • Why does merger & acquisition activity happen?
  • Sources of synergies
  • What would you be most sceptical about?
  • Traps for the unwary
  • What is a float?
  • Overview of the process
  • Key roles

Exercise - flotation as an exit route.   You are a board representative for a private equity firm, sitting on the board of a company the firm has invested in.  It’s time to sell and the company is considering floating or selling to a trade buyer.  What is the private equity firm's preferred route forward?  What really happened?

• Course conclusion
  • Key opportunities
  • Major areas of commercial debate
  • Recap on main learning points

Contact us about an in-house financial training course

This financial training course is offered in-house. If your company has a group of 4-5 employees who are interested in a course, in-house training will prove cost-effective. If you're interested in an in-house course for a small group of your firm's staff, please let us know by using Financial Training Associates' company contact details at the top right.

Book another financial training course

To book another program from Financial Training Associates' public schedule (which accepts individual registrations), please see our course calendar - accessible from the main navigation right at the top of the page.

Banking and finance market training courses

For details of our courses in this area, please see our banking and financial markets program.