Any group size

Default Trainer for Rob Morgan Training

Initial Public Offerings (IPOs)

Synergy Analysis

Options

Credit Derivatives

Swaps

Risk Management

Liquidity

Planning

Merger modeling

Sectoral research

Hedge Funds

Wealth

Structured Finance

Derivatives

ECM (Equity Capital Markets)

Wealth management

Leverage

Sensitivity analysis

Behavioural finance

Banking

Alternative investments

Bank credit analysis

Asset Allocation Strategies

Corporate finance

ALM (Asset Liability Management)

Corporate Finance Advisory

Credit Portfolio analysis

Bonds (Fixed Income)

Asset allocation

Credit Default Swaps

Venture Capital

Capital markets and securities issuance

Capital markets

Capital Structure Analysis

Securities and derivatives trading

Secondary Market and Block trades

Value at Risk

Securitisation

Valuation Techniques

Valuation

Trusts

Trust and Fiduciary Services

Underwriting

Stocks

Trade settlement

Three statement modelling

Tax planning

DCF (Discounted Cash Flow) modeling

Debt Underwriting

Risk

Returns

Return Analysis

DCM (Debt Capital Markets)

Succession Planning

Operational Risk

Debt and Equity Capital Markets

Structuring

Shares

Real estate

Ratio Analysis

Mergers and Acquisitions

Mergers

Quantitative analysis

Private Equity

Private Banking

Non bank Financial Institutions

Precedent Transaction Analysis

Portfolio management

Performance measurement

LBO (Leveraged Buyout) modeling

Liquidity Risk

M&A analysis and execution

International finance

Estate Planning

Equity

Introduction to Financial Services

Macroeconomic analysis

Financial management

Investment

Investment Banking

Financial Modelling

Fund management

Interest rate risk management

Front, middle and back office

Islamic Banking and Finance

Structured products

Economics

General Finance

Market Risk

Discounting

Leveraged Finance

Inflation modelling

Interest Rate Swaps

Discounted cash flow

Interest Rate Derivatives

I design courses on a wide variety of financial product topics. These include equities, fixed income, money markets, derivatives, and foreign exchange, all tailored for specific audiences, from graduates to high level management. I have designed courses specifically for the fund management and private wealth areas.  I also provide general courses on economics and technical training on proficiency in Excel.  These courses are designed for a broad range of Investment Banks, Private Banks and other market participants. 

Financials

Industrials

Rob Morgan Training

Excel

Corporate Banking

Branch Management

Financial strategy

Retail Banking Operations

Business Finance

Cash flow

Financial Statement Analysis

International tax planning

Corporate credit analysis

Trade finance

Personal banking products and services

Consumer Lending

Real Estate Modelling

Accounting

Accounting Standards

Computerised accounting

Bookkeeping

Banking operations

Basel

Credit analysis

Corporate Lending

Credit

Credit Rating determination

Cost Management

Credit Risk

Anti Money Laundering (AML) and Know Your Customer (KYC)

Budgeting

Budgeting and Forecasting

Mortgage

Capital adequacy

Capital Budgeting

Cash Management

Collateral management

Commercial Banking

Compliance

Treasury Services

Supply Chain Finance

Treasury management

Risk Assessment

Customer Relationship Management (CRM) Retail Banking

Debt

Cybersecurity and financial crime prevention

Enterprise Risk Management

One day

Less than a week

More than a week

Less than one day

Bespoke, as required

Specific scheduled dates

Specific dates on a repeating basis

Some tailoring

Full course design

Off the shelf

Hybrid / blended

In Person

Virtual - On-demand learning

Virtual Instructor-Led Training (VILT)

English

Executive

Junior

Associate

Director

Manager

Non Financial Manager

Board level - C-suite

USA (West Coast)

USA (East Coast)

USA (Other)

Asia

Europe

Australasia

India

Canada

South America

Central America and the Caribbean

Middle East (excluding UAE)

Africa

China

Talent Hacks default trainer

Corporate Governance

SWOT Analysis

Performance Appraisal Methods

Business Administration

Employment Law and Regulations

Continuous Improvement

Diversity and Inclusion

Performance Metrics and KPIs

Business Strategy

Leadership Styles

General Leadership

Empathy

Digital Marketing

Trade

Adaptive Leadership

Marketing

Risk Assessment and Mitigation

Business Processess

Data Protection and Privacy

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