5 Days Front-Office Operations Training

Service Description

This 5-day training program provides a comprehensive overview of Front-Office considerations in financial markets, with a strong focus on Pricing and Valuation. It covers essential topics and skills necessary for professionals working in the front office of financial institutions. The program includes a mix of theoretical knowledge, practical insights, and case studies to enhance participants' understanding of front-office operations and responsibilities. Day 1: Introduction to Front Office in Financial Markets Understanding Front Office: -Definition and Role of Front Office -Front Office vs. Middle Office vs. Back Office -Importance of Front Office in Financial Institutions -Overview of Revenue Generation in Financial Markets Client Interactions and Trading Strategies: -Client Relationship Management -Trading Strategies and Decision-Making -Market Research and Analysis -Risk Management in Trading Day 2: Pricing and Valuation Basics Asset Pricing Principles: -Basics of Asset Pricing -Factors Affecting Asset Prices -Common Asset Classes (Stocks, Bonds, Derivatives) Valuation Methods: -Valuation Models and Approaches -Discounted Cash Flow (DCF) Valuation -Option Pricing Models (e.g., Black-Scholes) -Yield Curve Modeling Day 3: Market Data and Risk Assessment Market Data and Liquidity: -Real-Time vs. Historical Market Data -Key Market Indicators -Liquidity Assessment and Liquidity Risk Risk Management and Sensitivity Analysis: -Market Risk Assessment -Stress Testing and Scenario Analysis -Counterparty Credit Risk Day 4: Advanced Valuation Topics Complex Securities and Structured Products: -Valuation Challenges in Complex Securities -Mortgage-Backed Securities (MBS) and Collateralized Debt Obligations (CDOs) -Pricing Exotic Options Fair Value Accounting and Compliance: -Fair Value Measurement Standards (IFRS 13, FAS 157) -Compliance Requirements in Valuation -Regulatory Reporting and Transparency Day 5: Technology and Tools for Front Office Trading Technology and Infrastructure: -Trading Platforms and Execution Systems -Algorithmic Trading and High-Frequency Trading -Data Analytics in Trading Case Studies and Best Practices: -Real-World Case Studies in Pricing and Valuation -Best Practices in Front Office Operations -Ethical Considerations and Code of Conduct -Final Assessment and Certification -Review and Assessment of Key Concepts -Q&A and Open Discussion -Certification of Completion