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Calendar (Australia)

  • October 2014

    • Financial Modeling

      Provider:

      AMT Training

      Start Date:

      Tuesday, 7 Oct 2014 9:00 AM8 Oct 2014 5:00 PM

      Duration:

      2 days

      City:

      Hong Kong (Central)

      Price:

      1,300.00 AUD (excl. Tax)

      Summary:

      AMT's two day intensive modeling program teaches participants the steps required to accurately build a three statement forecast model. Including dealing with circularities, building detailed revenue forecasts and cash sweeps & error checking.

      This is accomplished through a series of practice files which have increasing levels of difficulty through the module.

      Common errors are covered from balancing a non-balancing balance sheet to debugging a model that is non-intentionally circular.
    • Accounting Fundamentals

      Provider:

      AMT Training

      Start Date:

      Wednesday, 15 Oct 2014 9:00 AM5:00 PM

      Duration:

      1 day

      City:

      Singapore

      Price:

      650.00 AUD (excl. Tax)

      Summary:

      In this session participants will cover the income statement, balance sheet and cash flow statement given a series of transactions. Most importantly, the key interactions between the income statement and balance sheet are covered in detail. Participants will then build several basic cash flow statements. The day is structured around a case company using published financial statements.
    • LBO Modeling

      Provider:

      AMT Training

      Start Date:

      Wednesday, 22 Oct 2014 9:00 AM5:00 PM

      Duration:

      1 day

      City:

      Sydney

      Price:

      650.00 AUD (excl. Tax)

      Summary:

      This program aims to teach participants how to structure an LBO and model the financial impact of the financing structure. This session will concentrate on understanding the implications (both modeling and deal) of the finance structuring. Participants complete a fully integrated model with an income statement, balance sheet and cash flow statement.
    • LBO Modeling

      Provider:

      AMT Training

      Start Date:

      Wednesday, 22 Oct 2014 9:00 AM5:00 PM

      Duration:

      1 day

      City:

      Hong Kong (Central)

      Price:

      650.00 AUD (excl. Tax)

      Summary:

      This program aims to teach participants how to structure an LBO and model the financial impact of the financing structure. This session will concentrate on understanding the implications (both modeling and deal) of the finance structuring. Participants complete a fully integrated model with an income statement, balance sheet and cash flow statement.
    • Fixed Income Fundamentals

      Provider:

      AMT Training

      Start Date:

      Thursday, 23 Oct 2014 9:00 AM5:00 PM

      Duration:

      1 day

      City:

      Hong Kong (Central)

      Price:

      595.00 USD

      Summary:

      Regardless of what you call them: bonds, debt securities, interest rates, credit or liquidity products. Here we examine what makes the biggest securities market in the world tick .Starting with vanilla bonds to asset backed securities, this course provides a thorough introduction to the product ranges, investor-types and how market professionals analyze and price fixed income instruments.
  • November 2014

    • LBO Modeling

      Provider:

      AMT Training

      Start Date:

      Thursday, 6 Nov 2014 9:00 AM5:00 PM

      Duration:

      1 day

      City:

      Singapore

      Price:

      650.00 AUD (excl. Tax)

      Summary:

      This program aims to teach participants how to structure an LBO and model the financial impact of the financing structure. This session will concentrate on understanding the implications (both modeling and deal) of the finance structuring. Participants complete a fully integrated model with an income statement, balance sheet and cash flow statement.
    • Equity options: trading & hedging strategies

      Provider:

      AMT Training

      Start Date:

      Tuesday, 11 Nov 2014 9:00 AM5:00 PM

      Duration:

      1 day

      City:

      Hong Kong (Central)

      Price:

      595.00 USD

      Summary:

      This course concentrates on the features of equity options and hedging strategies that are available to clients. The starting point is the key definitions of options. Following this, participants are encouraged to consider options from the point of view of a deferred decision to invest or a current decision to hedge. Pay-off profiles form a large part of this session, before the key issues of volatility and risk management are addressed.

      This next part of the course starts with examples of common hedging strategies. A lengthy case study then sees participants comparing a number of options strategies to generate a hedge solution for a client. This case study is a very powerful learning opportunity. The participants are working with little tutor input using a spread-sheet which shows them the price, pay-off profile at maturity and risk data for a number of options. During the final part of the course common trading strategies are explored. Participants will consider the strategies used by fund managers in the equity markets to hedge and take risk.

      This course combines theory with the reality of actual financial market transactions. Participants will be provided with Excel models which they will use to create hedging solutions using options.
    • Equity derivatives: features & hedging strategies

      Provider:

      AMT Training

      Start Date:

      Wednesday, 12 Nov 2014 9:00 AM5:00 PM

      Duration:

      1 day

      City:

      Hong Kong (Central)

      Price:

      595.00 USD

      Summary:

      This course concentrates on the features of equity derivatives and hedging strategies that are available to clients. The starting point is the key definitions of futures and options. Following this, participants are encouraged to consider futures from the point of view of fund management clients. Case studies take participants through the steps required to understand how futures can be used to hedge and take risk.

      This next part of the course starts with examples of common option hedging strategies. A lengthy case study then sees participants comparing a number of options strategies to generate a hedge solution for a client. This case study is a very powerful learning opportunity. The participants are working with little tutor input using a spread-sheet which shows them the price, pay-off profile at maturity and risk data for a number of options. During the final part of the course common trading strategies are explored. Participants will consider the strategies used by fund managers in the equity markets to hedge and take risk.

      This course combines theory with the reality of actual financial market transactions. Participants will be provided with Excel models which they will use to create hedging solutions using options.
    • Pricing, hedging & risk management in bond markets

      Provider:

      AMT Training

      Start Date:

      Thursday, 13 Nov 2014 9:00 AM5:00 PM

      Duration:

      1 day

      City:

      Hong Kong (Central)

      Price:

      595.00 USD

      Summary:

      During this course participants start by building a bond pricing model in Excel. This exercise brings to life the practicalities of bond cash flows and the issues surrounding day count fractions. Participants then study duration, DV01 and the various bond risk management measures and build these within the pricing model. The course includes market based case studies where the risk management techniques are applied. Participants will consider the strategies used by fund managers in the bond markets to hedge and take risk. For each strategy the focus will be risk profile along with risk metrics which the strategy generates.

      This course is ideal for those looking for a more detailed understanding of bond mathematics, pricing, hedging and risk management.
    • Practical hedging, pricing & risk management with Interest rate swaps

      Provider:

      AMT Training

      Start Date:

      Friday, 14 Nov 2014 9:00 AM5:00 PM

      Duration:

      1 day

      City:

      Hong Kong (Central)

      Price:

      595.00 USD

      Summary:

      Participants take a deep dive into the world of interest rate swaps. The initial focus is on hedging interest rate risk and the mechanics and language of this financial market product. Participants will then study how interest rate swaps are used to manage the income from fixed income portfolios. A case study affords participants with time to reflect on their knowledge in this area; eight clients are considered and individual solutions need to be recommended. Key risk management principles are outlines throughout the session.

      The afternoon session is highly interactive and somewhat technical in nature. Participants will build an interest rate swap pricing model in Excel. Whilst doing this, participants will study the mathematical relationships between par swap rates, discount factors and forward rates. When the model is completed a series of existing and new interest rate swaps will be priced so that the participants can maximize their understanding of the mechanics of this important financial market product.
    • Structured Product Markets Demystified

      Provider:

      AMT Training

      Start Date:

      Thursday, 20 Nov 2014 9:00 AM5:00 PM

      Duration:

      1 day

      City:

      Singapore

      Price:

      595.00 USD

      Summary:

      The aim of this session is to provide participants with a sound overview of the nature and purpose of structured products. The spectrum of structured products is covered along with the mechanics of constructing these products. In the afternoon participants will consider some exotic options and see how these can be used to build solutions for clients. A key tool during the session is the analysis of term sheets. By the end of the session participants will be able to identify the type of structured product that would meet a specific client need.
    • Life cycle of a trade

      Provider:

      AMT Training

      Start Date:

      Friday, 21 Nov 2014 9:00 AM12:30 PM

      Duration:

      0.5 days

      City:

      Singapore

      Price:

      395.00 USD

      Summary:

      This is a case study-based session which follows the life cycle of a trade. The key features of the transaction are all considered; execution, confirmation, clearing and settlement, along with information flow and the role of a custodian. The control functions within the organization are considered as part of the case study.
    • Valuation and Deal Analysis

      Provider:

      AMT Training

      Start Date:

      Monday, 24 Nov 2014 9:00 AM28 Nov 2014 5:00 PM

      Duration:

      5 days

      City:

      Sydney

      Price:

      3,050.00 AUD (excl. Tax)

      Summary:

      This five day program examines company valuation using a range of methodologies. We will start with a simple analysis of Enterprise and Equity valuation and explain the difference between intrinsic and market valuation techniques. Following this we will take a deeper dive into the methodologies for establishing trading and transaction value and when they should be used.

      Trading comparables and Discounted Cash Flow (DCF) analysis are used to establish trading value whereas Transaction Comparables, LBO valuation and M&A analysis are used to establish transaction value. The drivers of value in each method are discussed in detail and comparisons made. The final day of this program will identify how complex items such as stock options, non-controlling interests, and off balance sheet items can affect valuation and how they should be used.
    • Financial Modeling

      Provider:

      AMT Training

      Start Date:

      Tuesday, 25 Nov 2014 9:00 AM26 Nov 2014 5:00 PM

      Duration:

      2 days

      City:

      Singapore

      Price:

      1,300.00 AUD (excl. Tax)

      Summary:

      AMT's two day intensive modeling program teaches participants the steps required to accurately build a three statement forecast model. Including dealing with circularities, building detailed revenue forecasts and cash sweeps & error checking.

      This is accomplished through a series of practice files which have increasing levels of difficulty through the module.

      Common errors are covered from balancing a non-balancing balance sheet to debugging a model that is non-intentionally circular.
    • High Frequency Trading

      Provider:

      AMT Training

      Start Date:

      Thursday, 27 Nov 2014 9:00 AM12:30 PM

      Duration:

      0.5 days

      City:

      Hong Kong (Central)

      Price:

      395.00 USD

      Summary:

      This program provides participants with an understanding of the nature of high frequency trading (HFT) and its use across a variety of markets from equities to derivatives. The development and growth of HFT provides a backdrop for understanding the impact on various markets. Controversies surrounding HFT are covered in an objective manner avoiding the hype of current press. Examples of a series of HFT transactions illustrate the precise methodology used by HFT firms.
    • Financial modeling from scratch

      Provider:

      AMT Training

      Start Date:

      Friday, 28 Nov 2014 9:00 AM5:00 PM

      Duration:

      1 day

      City:

      Singapore

      Price:

      650.00 AUD (excl. Tax)

      Summary:

      Participants start with an Excel worksheet with two years of historicals of the main case company pre-inputted. The financial statements of the case company are then analyzed, and the latest historical data is cleaned and prepared for the forecasting process. Ratios are calculated and assumptions for each line item in the financial statements are created. The full forecast model is then built.
  • December 2014

    • Valuation and Deal Analysis

      Provider:

      AMT Training

      Start Date:

      Monday, 1 Dec 2014 9:00 AM5 Dec 2014 5:00 PM

      Duration:

      5 days

      City:

      Hong Kong (Central)

      Price:

      3,050.00 AUD (excl. Tax)

      Summary:

      This five day program examines company valuation using a range of methodologies. We will start with a simple analysis of Enterprise and Equity valuation and explain the difference between intrinsic and market valuation techniques. Following this we will take a deeper dive into the methodologies for establishing trading and transaction value and when they should be used.

      Trading comparables and Discounted Cash Flow (DCF) analysis are used to establish trading value whereas Transaction Comparables, LBO valuation and M&A analysis are used to establish transaction value. The drivers of value in each method are discussed in detail and comparisons made. The final day of this program will identify how complex items such as stock options, non-controlling interests, and off balance sheet items can affect valuation and how they should be used.
    • Demystifying Derivatives

      Provider:

      AMT Training

      Start Date:

      Tuesday, 2 Dec 2014 9:00 AM5:00 PM

      Duration:

      1 day

      City:

      Hong Kong (Central)

      Price:

      595.00 USD

      Summary:

      Demystify market jargon and discover how and why derivatives are constructed and used. This course introduces participants to the fundamentals of futures, options and swaps. The starting point is the key features of futures; namely pricing and the margin process. Participants will also consider the benefits of futures versus over the counter forwards. The key definitions of options follow and participants are encouraged to consider options from the point of view of a deferred decision to invest. Pay-off profiles form a large part of this session, before the key issues of volatility are addressed. The final part of the course looks at swaps: interest rate, cross currency, equity and credit default. Using these derivatives to create solutions for banking clients is a key emphasis of the course.
    • Fundamentals of Foreign Exchange Markets

      Provider:

      AMT Training

      Start Date:

      Tuesday, 9 Dec 2014 9:00 AM5:00 PM

      Duration:

      1 day

      City:

      Hong Kong (Central)

      Price:

      595.00 USD

      Summary:

      This session is a comprehensive overview of the products found within the foreign exchange markets. Participants will start by learning to convert one currency into another using the correct side of the bid/offer spread. This knowledge is built upon by studying the full spectrum of FX products, form FX swaps through to option solutions. The focus of the course is how the products are used to problem solve for customers.
    • Credit products & the markets

      Provider:

      AMT Training

      Start Date:

      Tuesday, 16 Dec 2014 9:00 AM5:00 PM

      Duration:

      1 day

      City:

      Hong Kong (Central)

      Price:

      595.00 USD

      Summary:

      This 1 day program we will introduce credit risk and credit risk transfer in over-the-counter derivative transactions. The program will start with a simple structure single name CDS and progress to portfolio credit products.

      Define the single name CDS products and we demonstrate a series of simple applications for this popular and liquid product. We will examine how the fundamental and market factors can be used to value single name CDS contracts. This section is not intended to be a deep formulaic exercise rather a practical framework for the CDS user.

      Finally we look at popular credit index products and introduce the theme of credit portfolio risk management
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