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Portfolio Rebalancing & Risk Management - Stepsure Training & Research Institute , Kenya, Nairobi

Wed, 12 Feb 2025 12:09:50 +04

Course Summary

Elevate your investment management skills with our comprehensive course on Portfolio Rebalancing, Asset Allocation, and Risk Management. Learn effective techniques to optimize your investment portfolios, manage risks, and achieve your financial goals. Gain practical experience and insights from case studies and interactive sessions to master investment strategies in just 5 days.
Course Details/Outline:
Day 1: Introduction to Portfolio Rebalancing
Overview of portfolio rebalancing and its importance
Techniques for identifying when and how to rebalance portfolios
Practical exercises on rebalancing investment portfolios
Day 2: Principles of Asset Allocation
Understanding the key principles of asset allocation
Strategies for diversifying investments across different asset classes
Case studies on successful asset allocation strategies
Day 3: Risk Management Techniques
Introduction to risk management in investment portfolios
Identifying and assessing different types of investment risks
Techniques for mitigating risks and protecting investments
Day 4: Advanced Portfolio Rebalancing Strategies
Developing advanced strategies for portfolio rebalancing
Techniques for optimizing portfolio performance
Interactive workshops on implementing rebalancing strategies
Day 5: Legal and Regulatory Compliance
Understanding the legal and regulatory framework governing investments
Ensuring compliance with relevant laws and regulations
Developing a personal action plan for effective portfolio management
Interactive workshops and practical exercises

Cost: 1500 USD

Duration: 5 Days

Longevity,Dependency Ratios, Real & Nominal Returns - Stepsure Training & Research Institute , Kenya, Nairobi

Wed, 12 Feb 2025 11:15:34 +04

Course Summary

Enhance your understanding of the critical factors influencing investment strategies with our expert-led training. Learn effective techniques for managing the impacts of longevity, dependency ratios, and understanding real versus nominal returns. Gain practical experience and insights from case studies and interactive sessions to become proficient in investment strategies in just 5 days.
Course Details/Outline:
Day 1: Introduction to Longevity and Its Impact on Investments
Overview of longevity and its implications for financial planning
Assessing the impact of increasing life expectancy on investment strategies
Practical exercises on calculating the financial effects of longevity
Day 2: Understanding Dependency Ratios
Key principles of dependency ratios and their economic implications
Techniques for analyzing the effects of changing dependency ratios on investments
Case studies on managing investments in aging populations
Day 3: Real vs. Nominal Returns
Introduction to real and nominal returns
Understanding the difference between real and nominal returns in investment performance
Techniques for adjusting investment strategies based on inflation and real returns
Day 4: Applying Investment Strategies
Developing strategies to mitigate risks associated with longevity and dependency ratios
Techniques for optimizing investment portfolios to maximize real returns
Interactive workshops on creating and managing investment plans
Day 5: Legal and Regulatory Compliance
Understanding the legal and regulatory framework governing investments
Ensuring compliance with relevant laws and regulations to protect investor interests
Developing a personal action plan for effective investment management
Interactive workshops and practical exercises

Cost: 1500 USD

Duration: 5 Days

Funding Pension Schemes: Deficits & Risks - Stepsure Training & Research Institute , Kenya, Nairobi

Wed, 12 Feb 2025 10:28:25 +04

Course Summary: Enhance your understanding of the financial complexities involved in funding pension schemes with our expert-led training. Learn effective techniques for managing pension fund deficits, assessing sovereign debt risks, and mitigating default risk. Gain practical experience and insights from case studies and interactive sessions to become proficient in pension fund management strategies in just 5 days.
Course Outline:
Day 1: Introduction to Pension Funding Costs
Overview of pension schemes and funding mechanisms
Identifying and understanding the different costs associated with pension funding
Evaluating administrative and investment costs
Practical exercises on analyzing pension fund costs
Day 2: Key Principles of Pension Fund Management
Understanding the fundamentals of pension fund management
Strategies for effective pension fund governance
Roles and responsibilities of trustees, sponsors, and fund managers
Case studies on successful pension fund management
Day 3: Managing Pension Fund Deficits
Identifying the causes and implications of pension fund deficits
Techniques for addressing and mitigating pension fund deficits
Developing and implementing deficit recovery plans
Interactive workshops on deficit management strategies
Day 4: Assessing Sovereign Debt and Its Impact on Pension Funds
Understanding sovereign debt and its implications for pension schemes
Techniques for assessing sovereign debt risks
Analyzing the impact of sovereign debt on pension fund performance
Case studies on managing sovereign debt risks
Day 5: Mitigating Default Risk in Pension Schemes
Identifying and understanding default risk in pension schemes
Strategies for mitigating default risk
Legal and regulatory compliance in pension fund management
Developing a personal action plan for managing pension fund risks
Interactive workshops and practical exercises

Cost: 1500 USD

Duration: 5 Days

CRISC - Delphi Star Training Centre , United Arab Emirates,Bahrain,Egypt,Ethiopia,Kenya,Kuwait,Oman,Qatar,Saudi Arabia,Sudan

Tue, 30 Mar 2021 18:57:43 +04

Certified in Information Systems and Risk Controls (CRISC) Exam Prep Course – ISACA
CRISC (Certified in Information Systems and Risk Controls) is an enterprise risk management qualification for IT professionals from ISACA. Gaining the CRISC qualification demonstrates verified knowledge and experience of: IT/business risk and controls. ... Implementation of proven IS (information system) controls.

CRISC certification is an earned qualification that verifies your knowledge and expertise in risk management. CRISC-certified professionals aid enterprises in understanding business risk and possess a technical understanding to implement the most useful information security procedures and controls.

CRISC domains on which you will be examined:

Domain 1 - IT Risk Identification (27% of exam)
Domain 2 - IT Risk Assessment (28% of exam)
Domain 3 - Risk Response and Mitigation (23% of exam)
Domain 4 - Risk and Control Monitoring and Reporting (22% of exam)

We at Delphi are very much flexible with mode of training such as online, weekend classes, one to one, etc. as we understand and acknowledge that the students are engaged with their day to day office engagements and family commitments. Kindly get in touch with us and/or the undersigned and we will be more than happy to assist you with the training arrangements.
Delphi helps you with certification application, process and after passing we will help you to earn CPEs for maintaining certification.
Why become CRISC Certified?

This certification is globally recognized.
Information systems and remote learning and working are new norm amid covid 19 pandemic.
Cyber risks are emerging and increasing.
Preventative measures to safe-guard one’s information and privacy.
All business activities are online and we are performing all our transactions using mobile apps and laptops.
It reflects IT competency, IT knowledge and IT experience
Helps to reduce efforts of proving equivalency of qualification in foreign land if you opt for immigration.
Certification helps individuals to do self-business or start-up their own business.

How can Delphi help you achieve your dream?

Delphi Star Training Center is one of the leading course providers in supply chain, inventory management, logistics, sales and ERP certification courses in the Middle more than 10,000 man hour training experience and flexible batches for working class employees, Delphi gives you a wide variety of modes in which you can avail the classes:

Online LIVE Instructor Led Training.
Physical Classroom Training at our centers in Dubai.

Training Methodology at Delphi

Exclusive batches are made and training is conducted on weekdays and weekend batches.
Material access is been provided for study and reference.
If any student misses out any physical class he can attend the same class in the next supplementary batch which we call it as make over classes.
Practical and present challenges and situations shall be discussed and interacted with relevant solution and best practices in supply chain.

Cost: 2999 AED

Duration: 20 To 40 Hours

Operational Risk Management - Convertas , Dubai,Kuala Lumpur, Istanbul,Malaysia,Turkey,United Arab Emirates

Sun, 09 Dec 2018 11:37:25 +04

Day One
Risk identification tools and emerging risks
Tools and techniques for risk identification
Risk register: a list
Risk connectivity: network of risks
World economic forum: risk map
Emerging risks
Implementing ORM: the invisible framework
Governance of Operational Risk
1st line and 2d line: The partnership model
Use and reuse: The Invisible Framework
Business value of ORM

Day Two
Risk reporting and Conduct reporting
Modern issues on events and risk reporting: the regulator's view
Analyzing operational risk data: get insight, tell a story
Management information: the "reporting cake"
Aggregate and escalate risk information: your options
Conduct reporting: themes and details
Implementing the Desired Risk Culture: a method
Defining Risk Culture
Acting on behaviours: the Influencer
Necessary conditions: willingness and ability
Risk Culture: DESIRE steps: Define, Inspire, Support, Enable, Reinforce, Evaluate
Assessing the risk culture

Day Three
Defining Risk Appetite statements and tolerance limits
Industry guidance on Risk Appetite
Risk appetite, tolerance, risk limits and controls
Templates and options for actionable Risk Appetite
Risk Appetite Statements: Features and Examples
Cascading Risk Appetite: RCSA & Indicators
KRI and risks limits
Internal Controls: Human Error and Control Design
Slips and mistakes: Typology and causes of human errors
HRA: Human Reliability Analysis and other methods
Understand and treat the causes of human error
Effective or Illusory controls
Prevention by Design

Day Four
Root causes analysis
Root cause analysis: tool and method
Benefits of root cause analysis:
Treating causes over symptoms
Bow-tie: a most effective tool to define:
*    Preventive and corrective controls
*    Leading KRIs
*    Risk likelihood and expected impact
Features and types of leading KRIs
Features of leading KRIs
KRI, KPI, KCI: definitions and ;
A typology of Key Risks indicators

Day Five
Cyber threats and information security
Cyber threat landscape
An old emerging risk
Key controls in cyber security
Physical and behavioural measures
Priorities in prevention
Lessons learnt from some incidents
Scenario Analysis: Governance, Stress testing and Assessment methods
Four dimensions of stress-testing
Steps and governance of scenario analysis
Tackling behavioral biases in scenario assessment
Industry practices and lists of scenarios
Assessing probabilities of rare events
Acting on Scenario Analysis
Reorganisation risk and project management
Risk due to changes and reorganisations
The trap of cost-cutting
Invisible opportunity costs
Essentials of project risk management

Cost: 3995 USD

Duration: 5 Days

Supply Chain Risk Management - Convertas , Dubai,United Arab Emirates

Sun, 25 Feb 2018 14:22:21 +04

Day 1
Supply chain management and risk
· Supply chain overview
· Supply chain objectives
· Introduction to risk management
· Risk management terms and concepts
· Scoping supply chain risk
> Supply-side partners
> Demand-side partners
> Internal echelons
· Corporate culture and risk appetite

Day 2
Managing risk process in supply chains
· Stakeholder management
· Developing a communications plan
> Message scope and clarity
> Identifying stakeholders
> Mapping stakeholders
> Customized messaging
> Distribution of roles
· Managing change
> Technical elements of change
> Political elements of change
> Emotional elements of change
· Risk process overview
· Risk charters and documentation
> Templates
> Risk administration

Day 3
Identifying risks
· Scoping risk
· Scope change risks
· Defining deliverables
· The Work breakdown structure (WBS)
· Risk types and categories
· Supply risks
> Assessing sources of supply
> Sourcing strategies
· Service level risks
· Financial risk
· Alternative risk identification tools and techniques

Day 4
Risk Response
· Monitoring and controlling supply chain risks
· Risk analysis
> Measuring impact of risk
> Measuring likelihood of risk
> Quantifying risk
· Mapping risks (risk heat maps)
· Risk response strategies
> Accept
> Reject
> Transfer
> Mitigate
· Contingencies
· Managing risk charter
> Elements of risk charter
> Ownership of risk charter
- Accountabilities
- Responsibilities
· The charter as a live document

Day 5
Risk management considerations
· Cultural considerations
· Ethical considerations
· Legal considerations
· Risk and the external environment

Cost: 3995 USD

Duration: 5 Days

SAP Treasury and Risk Management - Convertas , United Arab Emirates,Dubai,Malaysia,Turkey,United Kingdom

Sun, 22 Oct 2017 10:26:23 +04

Day One
Treasury & Risk Management Introduction
·  Basic Settings
·  Company Code and Required setting till GL Accounts Creation
·  Customer Master Data
·  Business Partners Creation
General Settings in Transaction Manager
·  General settings
·  Define Company Code additional data
·  Portfolio (Money Market, Foreign Exchange, Derivatives, Commodities and Securities)
·  Define Traders (Business Partners)
·  Assign Factory Calendar
·  Define and Assign Accounting codes and Valuation areas
·  Initialization of Parallel Valuation Areas
·  Define and Assign Valuation Classes
·  Define Account Determination

Day Two
Money Market / Foreign Exchange
· Define Product Types
· Define Number range for Transaction Types
· Define Flow Types
· Assign Flow Type to Transaction Type
· Define Calculation Procedure for Derived Flows
· Define Derivation Procedures and Rules
· Define Update Types and Assign Usages
· Assign Flow Types to Update Types
· Define Correspondence Activities
· Assign General Valuation Class

Securities
· Define Currency Units
· Define Number Range for Security Classes
· Define Company Code-Dependent Settings for the Product Type
· Assign Flow Type to Transaction Type
· Define Calculation Procedure for Derived Flows
· Define Derivation Procedures and Rules
Market Data Management
· Currency Exchange Entries
· Reference Interest Rate Entries
· Securities and Indexes
· Enter Commodities Spot Prices
· Credit Spreads for Transactions, Securities and Loans,
· Volatilities - Interest, Securities, Exchange

Day Four
Credit Risk Analyzer (under SAP Risk Management)
· Global Settings
· Define Collateral Priority
· Define Collateral Type
· Activate/Deactivate Financial Object Integration
· Derive Default Risk Control Parameters for Money Market transactions
· Activate Integrated Default Risk Limit Check
Market Risk Analyzer (under SAP Risk Management)
· Basic Settings
· Define Maturity Band
· Define Cash Flow Indicators& Cash Flow Types
· Value at Risk
· Key Figures and Evaluation Procedures
· Simulation

Cost: 3495 USD

Duration: 4 Days

Project Risk Management - Convertas , Dubai,Malaysia,Turkey,United Kingdom

Mon, 29 May 2017 22:21:56 +04

Objective

Develop project risk management plans
Identify project scope risks
Predict project schedule risks
Examine project resource risks
Apply quantitative and qualitative risk assessments
Plan strategies for negative and positive risks
Devise metrics to monitor and control project risks

OutlinePlanning risk management

Risk components
Project risk planning processes
Risk management plan elements

Identifying scope risks

Sources of scope risk
Scope change risks
Defining deliverables
Bottom-up approach

Identifying schedule risks

Sources of schedule risk
Activity definition
Estimating activity duration
Applying estimating techniques
Activity sequencing

Identifying resource risks

Sources of resource risk
Resource planning methods
Staff acquisition
Cost estimating and cost budgeting
Managing project risks

Qualifying and quantifying project risks

Quantitative and qualitative risk analysis
Risk assessment matrices
Quantifying risks using PERT analysis
Decision tree analysis

Developing risk response strategies

Categories of risk
Risk management strategies
Risk response planning
Contingency planning
Risk registers

Monitoring and controlling project risks

Implementing response plans
Collecting project status
Metrics and trend analysis
Project reviews and risk reassessment

Cost: 3195 USD

Duration: 3 Days