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Organisation Description

Part of the Fitch Group, Fitch Learning partners with clients to enhance knowledge, skills and conduct. With centers in London, New York, Chicago, Singapore, Dubai and Hong Kong, we are committed to questioning and understanding client needs across the globe and on the ground locally. Our people advise and build learning solutions to accelerate the achievements of the individual and the company, across the entire employee lifestyle.

Our courses cover a wide range of financial topics across ten sectors:
• Corporate Credit Analysis
• Bank Analysis
• Insurance Company Analysis
• Corporate Finance
• Risk Management in Financial Institutions
• Structured Finance & Securitization
• Non-Bank Financial Institutions
• Modeling & Excel
• Capital Markets & Investment
• Professional Skills

Fitch Learning also offers customized, in-house training to meet your specific requirements. We work with our clients to define your needs and work in partnership with you to deliver truly blended, innovative solutions. Our extensive expertise and global teams mean that we can deliver across a range of industries and subject matter.

CPD Courses and Workshops Available

  • Advanced Bank Analysis

    Training Course | Fitch Learning

    Fitch Learning

    Advanced Bank Analysis is a two-day advanced case study based course worth 16 CPD points. The course drills down into the financial statements of global investment and trading banks in order to identify and quantify the risks of more complex business lines.

    The course covers analytic issues, lending activities, securities and derivatives activities, structured finance transactions, and finance activities.

    The target audience is experienced analysts, regulators, risk and fixed income professionals with a good understanding of the analysis of financial institutions. Advanced Bank Analysis can also be run in-house.

  • Advanced Financial Modelling

    Training Course | Fitch Learning

    Fitch Learning

    Advanced Financial Modeling is a two-day course worth 16 CPD points. This course will develop the best practice approaches to structuring fully flexible and auditable models whilst cultivating the most efficient data analysis tools and solve other common modeling problems.

    Areas covered include flexible forecasting, quarterly modelling and period consolidation, auditing, building consistent checks, debt modelling and structuring, modelling taxes, NOLs and deferred taxes, large volume data analysis, modeling pensions, dynamic charting and sensitivity analysis.

    Advanced Financial Modeling is aimed at financial modelers, M&A analysts and associates with significant financial modeling experience. This course can also be run in-house.

  • Advanced Presentation Skills

    Training Course | Fitch Learning

    Fitch Learning

    Advanced Presentation Skills is a one-day course designed to enhance presentation skills through the discovery of new techniques to captivate an audience.

    Through practical exercises and by watching yourself present via camera, your ability will improve as your confidence grows. You will learn how to structure and build compelling presentations, consistently deliver in an engaging manner, build instant rapport, understand how best to use your voice, and how to be remembered.

    Whether you are an experienced analyst, associate or at Director level this course is ideal if you are looking to really engage and motivate your audience.

  • Bank Capital Adequacy Under Basel III

    Training Course | Fitch Learning

    Fitch Learning

    Bank Capital Adequacy Under Basel III is a two-day intermediate course worth 16 CPD points. The overall goal is to provide participants with an understanding of how capital is regulated under Basel II and III and appreciate the impact that changing regulatory capital requirements may have upon the bank’s exposures, and ultimately upon its balance sheet management and strategy.

    The target audience is bankers, internal auditors, regulators and analysts, but is also appropriate for those who wish to gain insight into capital adequacy and its importance for banks. The course assumes a basic understanding of accounting, banking products and functions.

  • Best Practice Financial Modelling (Intermediate)

    Training Course | Fitch Learning

    Fitch Learning

    Best Practice Financial Modeling (Intermediate) is a two-day course worth 16 CPD points.

    The key learning outcomes are:
    • Know how to construct professional models
    • Understand how to build integrated models with additional valuation or analysis
    • Understand the sensitivity of key drivers, significantly improve efficiency of using shortcuts, and optimize the use of financial functions.

    Designed for professionals in corporates and financial institutions who wish to raise their financial valuation skills to a superior level, attendees should have a good basic excel knowledge and basic accounting knowledge. Best Practice Financial Modeling (Intermediate) can also be delivered in-house.

  • Business Writing Skills for Research and Sales Teams

    Training Course | Fitch Learning

    Fitch Learning

    Business Writing Skills for Research and Sales Teams is a one-day course designed to help participants structure compelling written communications.

    The key learning outcomes are:
    • Prepare materials that motivate readers to take action
    • Structure documents and transmit clear messages
    • Write in a concise style that makes your desired impact
    • Recognize smart business writing, and improve your own writing objectively.

    Business Writing Skills for Research and Sales Teams can also be delivered in-house.

  • Capital Structures & Debt Products

    Training Course | Fitch Learning

    Fitch Learning

    Capital Structures and Debt Products is an interactive two-day course that utilizes case studies and exercises to illustrate key learning points. The goal is to enhance the analytic skills needed when evaluating or structuring funding solutions for new business opportunities and in the context of re-financing existing corporate debt.

    This course is designed for banking and finance professionals involved in credit risk management, origination, structuring or relationship / portfolio management of companies actively managing their capital structures. Participants are expected to have a basic knowledge of Excel and a sound understanding of corporate risk analysis.

  • Central Counterparties; Clearing Houses and Exchanges

    Training Course | Fitch Learning

    Fitch Learning

    Central Counterparties, Clearing Houses & Exchanges is a two-day course worth 16 CPD points. The goal is to offer a structured approach to the credit analysis of Financial Markets Infrastructures (FMIs): specifically central counterparties (CCPs), clearing houses, settlement agents and exchanges. The course covers markets in securities and derivatives, operating environment, risk and financial analysis, and exposure structuring.

    This intermediate course is aimed at risk managers, treasurers, capital markets and regulatory professionals who need to review and analyze credit exposures to different types of securities and derivatives exchange, clearing house and central counterparty.

  • CLO Credit Risk

    Training Course | Fitch Learning

    Fitch Learning

    CLO Credit Risk is a two-day course designed to equip participants with the analytic skills and understanding to assess the risk and rewards inherent in Collateralized Loan Obligations (CLOs).

    Key learning outcomes include:
    • Use a structured approach to evaluate the underlying assets, asset manager and transaction structures
    • Understand the impact of key variables on risk assessment models
    • Critique the structure to identify and assess the risks and protections afforded
    • Appreciate the rationale for CLOs from the perspective of the issuer and the investor
    • Highlight differences between CLO 1.0 and 2.0.

  • CMBS: Credit Risk

    Training Course | Fitch Learning

    Fitch Learning

    CMBS Credit Risk (Europe) is a two-day course designed to equip those connected to the European CMBS market with the analytic skills and understanding to assess the risk and rewards inherent in CMBS.

    Key learning outcomes include:
    • Understand the risk profile of securitized commercial mortgage debt by evaluating the asset quality and transaction structure
    • Understand the impact of key real estate variables on risk assessment model
    • Evaluate cash-flow waterfall priorities
    • Discuss implications of current market conditions on CMBS performance
    • Assess the relative risks and rewards of European CMBS asset classes.

  • CMBS: Credit Risk (US)

    Training Course | Fitch Learning

    Fitch Learning

    CMBS Credit Risk (US) is a two-day course designed to equip those connected to the CMBS market with the analytic skills and understanding to assess the risks and rewards inherent in CMBS and the evolution of post-crisis CMBS.

    Key learning outcomes include:
    • Use a structured approach to evaluate the risk profile of CMBS
    • Understand a default model for CMBS
    • Assess the risks to each tranche in the transaction
    • Identify any risks arising from the servicers’ capabilities and business model
    • Discuss current market conditions and development of CMBS 2.0 & 3.0.

  • Corporate Credit Analysis

    Training Course | Fitch Learning

    Fitch Learning

    Corporate Credit Analysis is a four-day course worth 32 CPD points.

    Participants will use a structured and systematic approach to evaluate the credit standing of a company and assess the relative attractiveness of the risk-return profile of the investing/lending proposition.

    This is a highly interactive course where case studies and exercises are used to illustrate key learning points, allowing participants to apply the concepts acquired during the course to a real-life scenario.

    Fitch Learning’s Corporate Credit Analysis course can also be delivered in-house.

  • Counterparty Credit Risk in Derivatives

    Training Course | Fitch Learning

    Fitch Learning

    Counterparty Credit Risk in Derivatives is a three-day intermediate course worth 24 CPD points.

    The aim is to enable participants to identify the key categories and drivers of transaction credit risk in the main derivative products, and to apply a consistent approach to the quantification of these risks.

    The course is designed for risk managers, bankers, analysts, controllers and regulators who need to understand how derivative credit risk is measured, mitigated and accounted for in an increasingly complex world. A basic understanding of derivative product structures is required.

    Counterparty Credit Risk in Derivatives can also be delivered in-house.

  • Covered Bonds: Credit & Market Risk

    Training Course | Fitch Learning

    Fitch Learning

    The aim of this two-day course is to equip participants with the analytic skills to assess risk and rewards inherent in Covered Bonds backed by mortgages and public sector assets.

    Key learning outcomes include:
    • Use a structured analytic approach to evaluate the risk profile of covered bonds
    • Understand the legal framework used to issue covered bonds in key jurisdictions
    • Identify risks to continued payments should an issuer default, distinguish the credit quality of cover pools, assess the impact of programme features on ratings, and evaluate the relative risks and rewards of covered bonds vs. other funding instruments.

    This course is designed for investors, credit risk managers, issuers, regulators, and bankers.

  • Credit Portfolio Management

    Training Course | Fitch Learning

    Fitch Learning

    Credit Portfolio Management is a two-day intermediate level course.

    Key learning outcomes include:
    • Identify the key elements of credit risk
    • Evaluate the inter-action of credit risk within a portfolio exposures (especially default correlation), and how these can be measured and quantified
    • Review how the main drivers of credit risk are modelled and sensitized
    • Understand how credit portfolio modelling is used within firm-wide risk management and regulatory and economic capital process.

    The course is designed for bankers, regulators and analysts who wish to gain insight into the credit portfolio management process, without being modelers themselves.

  • Credit Risk of Commodity Companies

    Training Course | Fitch Learning

    Fitch Learning

    Credit Risk of Commodity Companies is an interactive, two-day intermediate level course. The purpose of the course is to enhance credit skills and equip participants with tools and techniques to understand a commodity trader’s commercial and financial viability and to appreciate the key credit, market and country risks which occur in commodity trade transactions.

    The course is designed corporate bankers and analysts, credit, risk and portfolio managers, and is also suitable for finance professionals working in credit risk management and credit products who are doing business with or taking exposure against commodity companies.

  • Credit Risk: Key Concepts

    Training Course | Fitch Learning

    Fitch Learning

    Credit Risk: Key Concepts is a one-day course designed to enable participants to understand the key concepts of credit risk and how this risk is managed within financial institutions.

    Key learning outcomes include:
    • Identify the different types of credit risk and how they arise
    • Understand how credit risk can be quantified, monitored and controlled, exploring the role of credit portfolio management tools such as collateral, documentation and credit derivatives
    • Understand the need for capital, differentiating between definitions of capital applied by various stakeholders such as management and regulators.

  • Distressed Valuation

    Training Course | Fitch Learning

    Fitch Learning

    Distressed Valuation is a highly interactive two-day course designed to provide participants with the skills to identify key value drivers and distinguish different valuation methods and their impact on the value of distressed companies. The focus is on building the knowledge and skills needed to estimate the potential recovery of various classes of debt.

    This course is suitable for individuals involved in the analysis / investment of distressed debt assets or debt restructurings and workout; including analysts in investment banking, buy / sell side credit, hedge fund and private equity firms etc. A good understanding of the fundamentals of corporate credit analysis is a pre-requisite.

  • Early Warning Signals in Banks

    Training Course | Fitch Learning

    Fitch Learning

    Early Warning Signals in Banks is an intensive two-day course designed to provide a structured approach for identifying early warning signals in financial institutions.

    Key learning outcomes include:
    • Understand the causes and symptoms of both systemic and individual bank failure in the global financial crisis
    • Anticipate and quantify the vulnerability of institutions to liquidity and refinancing risk
    • Stress test solvency for write downs from credit, trading, investment and derivative positions
    • Differentiate qualitative, quantitative and market indicators of credit deterioration
    • Identify the likely triggers or events which would change the credit standing of a company in the future.

  • Advanced Insurance Company Analysis - Warning Signals

    Training Course | Fitch Learning

    Fitch Learning

    Advanced Insurance Company Analysis – Warning Signals is a two-day course worth 16 CPD points. The course aims to cover a wide variety of troubled insurance companies in short case studies, and looks at signs of distress, operating environment, management and shareholders, business risk and financial risk.

    The course is targeted at experienced credit risk managers, fixed income investors and regulators who are already familiar with the key analytic tools for analyzing insurance companies. Advanced Insurance Company Analysis – Warning Signals can also be delivered in-house.