Overview

"Treasury and MM (Level 1)" is an introductory course focusing on the fundamentals of treasury operations, money markets, foreign exchange, interest rate risk management, and liquidity risk within financial institutions. Participants will identify changes in the business landscape driving treasury evolution, define the structure and policies of a treasury department, understand daily activities of the Treasury Back office, and grasp concepts such as foreign exchange markets and interest rate risk.

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Outcome

Identify the change in business landscape that involve more complicated activities and transactions, push the treasury function to evolve and to set stringent policies and limits.


Define the typical structure, roles, responsibilities, policies and limits of a treasury department.


Describe the daily activities of the Treasury Back office to provide understanding of Treasury & Investment function.


Identify the definition of foreign exchange and the difference between the sport and forward markets and rates.

Details

Developed by: Beacon FinTrain

Standard Total Hours: 6 Hrs

Language: English - Bilingual "English & Arabic"

Modalities: 
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Outline

  • Macro-Economic Indicators
  • Introduction Monetary Policy
  • Introduction to the Fiscal Policy
  • Treasury Objectives and Functions
  • Treasury Operations Model and Governance
  • Introduction and Definitions for the different Desks in the Treasury Department

  • Introducing the Bank Balance Sheet
  • Introducing the Principles of Asset & Liability Management

  • Simple and Compounded Interest Rate
  • The Money Market Deposits:
  • The function of the money market
  • Types of cash money market instrument
  • What is CONIA Pricing

  • Fixed Income
  • Derivatives
  • Options

  • Interest Rate Risk Management.
  • Definition, its functions, objectives, and Fund Transfer Pricing
  • Interest rate risk is the exposure of a bank’s financial condition to adverse movements in interest rates.
  • Accepting this risk is a normal part of banking and can be an important source of profitability and shareholder value.

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Who Should Attend

  • Financial Analysts:
  • Treasury Assistants
  • Banking Professionals:
  • Risk Management Professionals

Why Beacon

Quality

Beacon FinTrain prioritizes excellence in every service, ensuring top-notch, reliable, and consistent outcomes that meet and exceed client expectations.

Specialization

We focus on finance, offering expert knowledge and bespoke solutions that cater to the unique needs of finance professionals in the Middle East and Africa.

Punctuality

Time is money. We respect deadlines, delivering precise and timely results to help our clients stay ahead in the fast-paced financial world.

Guidance

Beacon FinTrain is a guiding light in finance, providing insightful advice and support to navigate the complexities of financial markets and regulations.

Integrity

We uphold the highest ethical standards, fostering trust and transparency in all our dealings to build lasting relationships with clients.

Flexibility

Adapting to the dynamic finance sector, we offer versatile services and solutions that align with the evolving needs of our clients.