The Securities Trade Lifecycle Udemy Free Download
What you'll learn:
- You'll receive a complete overview of the Trade Lifecycle with comprehensive illustrations and examples
- You'll learn every aspect of trade settlement
- You'll learn the importance, process, and methods of trade reconciliation
Requirements::
- Knowledge of the English language.
- Participants are expected to have basic math knowledge coming into this course.
Description:
The securities trade lifecycle involves all the business, operational and technological steps involved in a capital markets "trade" (buying or selling of a financial instrument), from the moment an "order" is received through the "execution" of the trade through its "settlement." In this course, you will learn everything you need to know from the World's leading securities operations expert, Mike Simmons. You get an opportunity to take a peak behind-the-scenes at an investment and banking operation so that you understand all of the detailed steps involved in a trade.
Some of the many aspects of this course include discussion of:
Order initiation and delivery (Front office function)
Risk management and order routing (middle office function)
Order matching and conversion into trade (front office function)
Affirmation and confirmation (back office function)
Clearing and Settlement (back office function)
More about this course and Starweaver
This course is led by a seasoned financial industry practitioner and executive in the operations executive with many years of hands-on, in-the-trenches capital markets work. Your instructor is the leading expert on this subject globally. He has conducted over 500 training courses in locations including the UK, US, Netherlands, Germany, Switzerland, UAE, Japan, India, Australia, Singapore, Hong Kong and Russia. He is also the author of three well-regarded industry books:
Securities Operations: A Guide to Trade and Position Management
Corporate Actions: A Guide to Securities Event Management
Collateral Management: A Guide to Mitigating Counterparty Risk
As a long-standing veteran of large financial institutions, Mike has over 20 years of experience training and developing teams of people who worked for him inside those organizations, as well as many others in buy-side and sell-side firms, central securities depositories (CSDs) and custodians, central banks, management consultancies and software and systems providers
The course has been designed, produced and delivered by Starweaver. Starweaver is one of the most highly regarded, well-established training providers in the World, providing training courses to many of the leading financial institutions and technology companies, including:
Ahli United Bank; Mashreqbank; American Express; ANZ Bank; ATT; Banco Votorantim; Bank of America; Bank of America Global Markets; Bank of America Private Bank; Barclay Bank; BMO Financial Group; BMO Financial Services; BNP Paribas; Boeing; Cigna; Citibank; Cognizant; Commerzbank; Credit Lyonnais/Calyon; Electrosonic; Farm Credit Administration; Fifth Third Bank; GENPACT; GEP Software; GLG Group; Hartford; HCL; HCL; Helaba; HSBC; HSBC Corporate Bank; HSBC India; HSBC Private Bank; Legal & General; National Australia Bank; Nomura Securities; PNC Financial Services Group; Quintiles; RAK Bank; Regions Bank; Royal Bank of Canada; Royal Bank of Scotland; Santander Corporate Bank; Tata Consultancy Services; Union Bank; ValueMomentum; Wells Fargo; Wells Fargo India Solutions; Westpac Corporate Bank; Wipro; and, many others.
Starweaver has and continues to deliver 1000s of live in person and online education for organizational training programs for new hires and induction, as well as mid-career and senior level immersion and leadership courses.
If you are looking for live streaming education or want to understand what courses might be best for you in technology or business, just google:
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Happy learning.
Who this course is for:
- Analysts and associates in commercial, corporate and investment banking.
Course Details:
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4 hours on-demand video
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22 downloadable resources
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Full lifetime access
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Access on mobile and TV
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Certificate of completion