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.

 

12 Event(s) Ordered by

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26 Jun 2017 - Training & Workshops
During this highly practical 1 day course you will have a chance to learn about the key elements of the new regulation as well as opportunities and challenges that come with it. You will also be able to identify the relevant issues for your organisation and how EMIR can impact your business.

CPD: Not Stated / Price: Price available upon application / Location: London, UK


26 Jun 2017 - 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: Price available upon application / Location: London, UK


26 Jun 2017 - 27 Jun 2017 - 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: Price available upon application / Location: London, UK


29 Jun 2017 - Training & Workshops
This one day workshop is intended to provide staff with the appropriate knowledge and skills to set up and manage UCITS funds. The course assumes limited previous knowledge of funds. All aspects of UCITS fund management and operations are covered with particular emphasis on high risk areas in operations. The programme includes many case studies on pricing errors, investment breaches, failures of risk controls and failures of fund governance. We will also examine in more detail particular concerns of the regulators when reviewing fund managers to help you become fully aware of all the compliance requirements.

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


28 Jun 2017 - 29 Jun 2017 - Training & Workshops
This training program is designed to provide delegates with practical knowledge about the key concepts, systems, processes and procedures in international securities settlement and custodial services as well as operational risks involved. Participants will have a chance to gain skills necessary to facilitate day-to-day transactions and communication processes between all parties involved.

CPD: Not Stated / Price: Price available upon application / Location: London, UK


03 Jul 2017 - Training & Workshops
With US FATCA legislation now published, the major focus is now on Reporting Solutions Considerations that are effective but not commercially onerous or operationally disruptive. This one day course addresses FATCA.

CPD: Not Stated / Price: Price available upon application / Location: London, UK


04 Jul 2017 - Training & Workshops
This practical 1 day course conducted by an experienced City practitioner will give you a thorough understanding of the Common Reporting Standard reporting requirements and will help you determine the most effective ways of complying with this regulation. From identifying reportable accounts and conducting due diligence to setting up reporting framework and data management challenges. You will gain all the tools to set up and manage CRS within your organisation.

CPD: Not Stated / Price: Price available upon application / Location: London, UK


03 Jul 2017 - 04 Jul 2017 - Training & Workshops
This 2 day practical programme for family office representatives, family members and wealth managers explores the best strategies for preserving family wealth and managing a modern family office.

CPD: Not Stated / Price: Price available upon application / Location: London, UK


05 Jul 2017 - Training & Workshops
This intensive one-day course conducted by a City expert provides a deep dive look at MiFID and the key areas of changes and considerations for firms as a result of MiFIR and MiFID II. Participants will be equipped to understand Market Structures, Investor Protection, Conduct of Business, Transaction Reporting, Systems Controls and Business Principles, Product Changes and Exchanges implemented under: MiFID, MiFID II/MiFIR.

CPD: Not Stated / Price: Price available upon application / Location: London, UK


05 Jul 2017 - 06 Jul 2017 - Training & Workshops
By attending the Programme delegates will be able to assess the strength of their own organisations’ governance, and identify where change and improvement is needed for their company to become more effective in creating value, resilient in times of market turbulence, and sustainable into the longer term.

CPD: Not Stated / Price: Price available upon application / Location: London, UK


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