Case Studies
Prominent Australian Global Investment Bank
Delivering a range of flexible solutions to enable diverse staff in this complex investment bank to meet their initial training and continuing education requirements under ASIC's RG 146.
Major Global Investment Bank and Custody Provider
Training investment operations staff of a major global investment bank in the International Investment Administration Qualification (IAQ™). Prepare these staff for assessment by the Securities and Investment Institute (SII) in London.
Major Asian Securities Licensing Training Body
Development of licensing education and assessment program. This was a major program to upgrade the quality of training and assessment of all industry participants in this prominent Asian securities market. All new entrants to the market are now required to complete this program. The 15-month development project entailed:
- Project management, design and development of curriculum, course materials, training guides, lesson plans, PowerPoint slides and examinations in each of the following areas:
- Financial Markets
- Securities
- Derivatives
- Leveraged Foreign Exchange
- Corporate Finance
- Asset Management
Australian Financial Regulator
Design, development and delivery of a comprehensive Australia-wide range of workshops to train entry-level professional staff in financial markets and investments.