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Our courses are intended for a global audience, with each one being completely customisable to suit the needs of the individuals it is being delivered to.

They can be delivered in London or in your home town. You decide.

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Introduction to Banking and Financial Markets

  • Banking and Financial Markets, Bonds & Fixed Income Markets, Derivatives, Energy and Commodity Markets, Equity Markets, Foreign Exchange, Fund Management, Insurance, Regulation, Retail Banking, Trading and Technical Analysis
  • Duration: Two days
  • Information

    This is a highly participative 2 day Programme

    This course is designed for those who are new to the world of banking and international finance, but who do not necessarily have a financial background.

    We will look at the market participants - the buy-side and the sell-side, and explore the various financial instruments and discuss their uses and practical applications. All terminology will be fully explained, and new financial markets initiatives explored.

    No prior knowledge is assumed.


    Day 1

    Session 1:

    Global Financial Markets

    • Background and development

    • Defining our terms – capital market inter-relationships

    • International time zones

    • Why regulation is critical

    • The role of the FSA

    Session 2:

    Market Participants

    • Banks: central, clearing, investment, universal, on-line

    • Brokers: voice VS electronic

    • Asset Managers: Pensions funds, Mutuals, Insurance

    • Hedge funds, Fund of Funds

    • Information Vendors: Reuters, Bloomberg,

    • Exchanges: LSE, Euronext LIFFE, CME, ICE, LME

    Case Study- Asset Allocation

    Session 3:

    Money Markets

    Definition and key features of:

    • LIBOR VS Base Rate

    • T.Bills, CD’s, Acceptances, CP, Money Market Funds

    Session 4:

    Fixed Income Markets

    • Role of the Issuer, Investor, Intermediary

    • Government VS Corporate Bonds,

    • Domestic, Foreign and Eurobonds

    • Bond structures, fixed, floating and hybrids

    • The role of the Rating Agencies

    • High Yield/Emerging Market Debt

    • Yield Curves

    • Repo/Reverse Repo

    Day 2

    Session 1:

    Equity Markets

    • Types of Equity

    • Common Stock VS Preferred Stock

    • Primary Markets- Issuance

    • Secondary Markets - Trading

    • Using Equity indices – FTSE, S&P, NASDAQ, STOXX

    • Settlement, Clearing and Custody

    Session 2:

    Foreign Exchange Markets

    • Market development

    • Why exchange rates move – short and long term factors

    • Range of currencies: major, minor, cross, EM

    • Spot and Forward FX transactions

    • New developments

    Session 3:

    Derivatives Markets

    Definition and key features of:

    • Exchange traded/OTC markets

    • Market Volumes

    • Futures, Swaps, Options

    • Risk Management tools

    • Practical uses and applications

    Examples- Equity Derivatives in Practice

    Course Close

    Register interest

    As every course we run is tailored to meet the specific needs of each client, we can only provide an estimate after fully understanding your specific requirements. Please complete the form below of call +44 (0) 208 894 4977 to discuss how Taylor Associates can help you.

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