Eureka Financial Ltd

23 Hanover Square, London, W1S 1JB.
+44 (0) 207 993 8597
+44 (0) 20 8711 2552
enquiry@eurekafinancial.com

When Archimedes exclaimed 'Eureka!' he knew he had discovered the solution to his problem. Our aim is the same – to understand yourtraining needs and to deliver the highest quality, bespoke training in a fun and innovative way. Get in touch to have a chat about how we can help you.

Bringing you specialists from the sector

We carefully choose our experts based on their wide industry experience, academic background and their passion for training. You and your team will benefit from the knowledge, experience and creative approach of a professional with years’ of experience in your sector.

Innovative training content

Our banking and financial courses address the most pressing challenges in your sector. You and your employees will benefit from a dynamic programme focused on creative solutions and real life case studies. Our aim is to create cutting-edge courses, which challenge your established ways of thinking.

Highly practical and interactive approach

When you complete your course, you will have mastered the skills that you need in your sector to compete in the global marketplace. We believe in a practical approach and ensure that with the trainers' guidance you will learn the latest techniques and practical tools required in your daily work. Don’t take our word for it though – see what our clients think of us here.

Passionate about Training

Our courses combine highly relevant, practical content with a passion for the subject, curiosity and a dose of laughter. Sign up for a course with us and you and your employees will enjoy learning as never before.

 

7 Event(s) Ordered by

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25 Jun 2018 - Training & Workshops
This highly practical 1 day course conducted by a senior fund management practitioner will explore the AIF industry, the components of an AIF structure, distribution and passport requirements. You will also learn about the registration and authorisation processes for AIFMs and regulatory reporting requirements. Finally, you will have a chance to learn in more detail about the AIFMD legislation and the latest market developments.

CPD: Not Stated / Price: £950.00 / Location: London, UK


25 Jun 2018 - Training & Workshops
You will have a chance to explore the impact of MiFID II, assess the status of FATCA, CRS and AIFMD Reporting and look at other regulations that have recently been implemented such as: SMCR - Senior Managers Regime, SFTR - Securities Financing Transactions Regulation and GDPR. You’ll then look forward to upcoming regulations and the work you should be doing, in order to ensure full compliance in a timely manner.The programme will run through each regulation at a high level, indicating status of each and where firms should be in the process. The Tutor will focus on the practical aspects of each regulation.

CPD: Not Stated / Price: £950.00 / Location: London, UK


26 Jun 2018 - Training & Workshops
This highly practical 1 day course covers the whole UCITS framework with a particular focus on the latest developments in UCITS funds.

CPD: Not Stated / Price: £950.00 / Location: London, UK


25 Jun 2018 - 26 Jun 2018 - Training & Workshops
This practical 2 day course has been tailored for banking professionals who have some experience in domestic payments and want to expand their knowledge of international payments. You will explore the key principles, concepts, practices and current developments in the international payments.

CPD: Not Stated / Price: £2095.00 / Location: London, UK


28 Jun 2018 - Training & Workshops
During this intensive 1 day course we will illustrate this real and significant threat to our industry and show you how to take a proactive approach to financial crime, enhance the policies, processes and procedures you currently have in place and ensure that everyone in your organisation is ready to protect your firm and the market place.

CPD: Not Stated / Price: £950.00 / Location: London, UK


27 Jun 2018 - 28 Jun 2018 - Training & Workshops
You will have a chance to gain skills necessary to facilitate day-to-day transactions and communication processes between all parties involved as well as all stages about clearing and settlement process, the role of exchanges and clearing houses, functioning of the settlements department, role of payments in the settlements. Day two focuses on the role and functioning of global custody, services provided, derivatives settlements, corporate actions and risk management. You will also learn about the latest sector's trends and changes.

CPD: Not Stated / Price: £2095.00 / Location: London, UK


29 Jun 2018 - Training & Workshops
This very practical 1 day course conducted by an expert with over 20 years of experience within the sector will provide a thorough overview of the CASS regulation, its scope and requirements and prepare participants to effectively comply with it. You will learn about the principles of clients' money and asset protection, how to segregate and hold funds and keep records. You will also learn about the reporting requirements and how to set up all the processes and operations in order to stay compliant.

CPD: Not Stated / Price: £820.00 / Location: London, UK


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