Taylor Associates Financial Training
Global Financial Markets series - Computer Based Training modules.
In response to a growing demand from our customers, Taylor Associates
Financial Training has developed a series of professional, high quality Computer
Based Training programmes. The “Global Financial Markets” CBT courses are
under continuous development and improvement, with new programmes added
on an ongoing basis. They can be used either as a comprehensive training
package, or as stand alone modules, and currently include the following titles:
Title
Introduction to the City
Global Financial Markets
Foreign Exchange Fundamentals
Bond Market Fundamentals
Equity Market Fundamentals
Derivatives Market Fundamentals
Fundamentals of Technical Analysis
Fundamentals of Fund Management
The Key Benefits of CBT

Individual training

Simple to install

Cost effective

Flexible training

Home or Office use

Permanent reference material

Delegates work at their own

Selective training
speed

Combines with traditional

Simple to use
© Taylor Associates
courses
1. Introduction to the City
This course is designed for those requiring a broad understanding of how the City
works. We will consider the diverse range of banks and draw comparisons with
the major overseas markets. No prior knowledge is required. This will suit new
entrants into the financial markets from junior staff and graduates to senior
managers moving within the business.
We will look at how financial institutions function, how they generate profits and look briefly
at the products used by both the bank and their customers.
Content includes: Introduction, essential background information, global financial markets,
historical overview, City of London and other major financial centres, supervision and
regulation, the role of the central banks, the banking sector, how banks generate income and
profits, internal structure of a typical financial institution, life history of a banking transaction,
summary, glossary.
Over 4 hours of training with 79 fully interactive screens together with supporting e-notes
and quizzes.
2. Global Financial Markets
This course is designed for those requiring a broad understanding of the Global
Financial Markets. No prior knowledge is required. This will suit new entrants into
the financial markets from junior staff and graduates to senior managers moving
within the business.
This programme will introduce the key asset classes in the Capital Markets.
Notably, money markets, fixed income and debt products (bonds), equity markets, foreign
exchange and derivatives. It will highlight their inter-relationships and look at the products,
applications and risks
Content includes: Introduction, essential background information, essential market maths,
(PV, FV, NPV, TVM, use of discount factors), the role of LIBOR and the money markets,
introduction to the fixed income markets and bonds, looking at stock markets and equity
instruments. An overview of foreign exchange and derivative markets, considering the
instruments (futures, options and swaps). Glossary
Over 4 hours of training with 90 fully interactive screens together with supporting e-notes
and quizzes.
© Taylor Associates
3. Foreign Exchange Fundamentals
This course is designed for new entrants into the Foreign Exchange Markets, or
those requiring a refresher.
The user will develop a broader understanding of the Global Foreign Exchange Market,
products, applications and risks. New initiatives in the FX markets are also reviewed.
Content includes: Introduction, global financial markets, essential background information,
economics of foreign exchange, mechanics of spot and forward foreign exchange – bid/offer
pricing, direct/indirect quotations, base/term currency, value dates, calculating forward FX
rates, calculating cross rates. Currency risk management including, hedging and trading, the
use of currency options and their applications, , reviewing the terminology, - calls, puts,
American, European etc new developments, CLS, summary, reading list, glossary
No previous knowledge of FX is assumed.
Over 4 hours of training with 89 fully interactive screens together with supporting e-notes
and quizzes.
4. Bond Market Fundamentals
This comprehensive course is designed for new entrants to the Fixed Income and
Bond Markets, or those requiring a refresher.
The user will develop a broader understanding of the global Bond Markets, the products,
applications and risks.
Content includes; Essential market maths, background to the fixed income markets, market
overview, liquidation status, participants and their motivations, issuers, investors,
intermediaries, interest calculations, accrued interest, risk-reward relationship, bond
structures - fixed vs. floating, clean and dirty prices, yields and yield curves, credit ratings
and the role of the rating agency, repo.
No prior knowledge is assumed.
Over 5 hours of training with 111 fully interactive screens together with supporting e-notes
and quizzes.
© Taylor Associates
5. Equity Market Fundamentals
This comprehensive course is designed for new entrants to the Equity Markets or
those who require a refresher.
The user will develop a broader understanding of the global Equity Markets, the products,
applications and risks.
Content includes: Global Financial Markets, Historical perspective, Essential background
information, issuing Equity - the primary market (inc IPOs), trading equity - the secondary
market, settlement and clearing, equity valuation including, dividend yield, dividend cover,
earnings per share (EPS), P/E ratios, using equity indices (FT-SE, NASDAQ), equity risk
management, using equity derivatives, examples of Futures, options and swaps, glossary.
No prior knowledge is assumed
A minimum 6 hours of training with 148 fully interactive screens together with supporting enotes and quizzes.
6. Derivatives Market Fundamentals
This fully comprehensive course is designed for new entrants to the Financial and
Derivatives Markets, or those requiring a refresher.
The user will develop a broader understanding of the global Derivatives Markets, the
products, applications and risks. New initiatives in the Derivatives markets are also reviewed.
Content includes: Global financial markets, essential background information, exchange
traded vs. Over the Counter (OTC) instruments, premium based instruments, single and
multiple settlement derivatives, options, the role of the "underlying", liquidity, gearing, credit
risk, typical users and uses of derivatives.
Definitions, key features, terminology, applications and examples of:
Futures, FRAs, Swaps, Options (currency and interest rate options), Caps, Collars and Floors.
No prior knowledge is assumed.
Over 6 hours of training with 137 fully interactive screens together with supporting e-notes,
case studies and quizzes.
© Taylor Associates
7. Fundamentals of Technical Analysis
This fully comprehensive course is designed for new entrants to the Financial
Markets, or those requiring a refresher.
The study of graphs or charts, known as Technical Analysis, is becoming increasingly
important and widespread. This programme is designed as an introduction to modern
Technical Analysis techniques. No previous knowledge is assumed.
Content includes: Introduction, technical vs. fundamental issues, the concept of trend, range
of charts including, line, point and figure, bar, Japanese candlesticks. Support and Resistance
points explained, moving averages, oscillators, Elliott Wave, Fibonacci, Gann. Practical hints
and tips on the use of these techniques
.
There is a separate programme exploring Japanese Candlestick Charting Techniques in
greater detail – contact us for details.
Over 5 hours of training with 113 fully interactive screens together with supporting e-notes
and charts.
8. Fundamentals of Fund Management
This fully comprehensive course is designed for new entrants to the field of Fund
Management, or those requiring a refresher.
We consider the differences between mutual funds, trackers, unit and investment trusts and
look at open and closed end funds. We will also examine the investment spectrum and look
at portfolio construction, valuation and management.
No previous knowledge is assumed.
Content includes: Range of fund types, the investment spectrum - cash and money markets,
government and non-government securities, traditional and emerging stock and equity
markets, portfolio creation and management, valuations, risks and risk management and the
tools to manage portfolio risk.
Over 5 hours of training with 128 fully interactive screens together with supporting e-notes
and charts.
© Taylor Associates