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Corporate Training for Teams

The Trade Life Cycle | In Company

ZISHI, Online (+1 locations)
Length
Tailored to your needs
Next course start
Contact us for group bookings (+3 start dates)
Course delivery
Virtual Classroom, Blended, In Company
Length
Tailored to your needs
Next course start
Contact us for group bookings (+3 start dates)
Course delivery
Virtual Classroom, Blended, In Company
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Course description

Have you wondered what happens after a securities transaction is executed? The life cycle involves all the business, operational and technological activities involved in a securities trade from execution through to settlement.

This course offers insight into the critical functional processes, referred to as the workflow of a trade. We break down the life cycle into three functional activity groups from Pre-trade to At-trade and Post-trade functionalities. The course will demonstrate how the entire process works and demystify the complexities of the chain of events that occur.

Upcoming start dates

Choose between 3 start dates

Contact us for group bookings

  • In Company
  • United Kingdom

Contact us for group bookings

  • Virtual Classroom
  • Online

Contact us for group bookings

  • Blended
  • Online

Outcome / Qualification etc.

  • Understand how trades are executed on exchanges and OTC markets
  • Discuss electronification in securities markets
  • Explore the transaction flow from trade execution through to settlement
  • Recognise the importance of risk management provided by clearing houses
  • Identify the operational risks in securities trading
  • Discuss post trade responsibilities and regulatory obligations
  • Analyse securities transaction costs and how to measure them

Training Course Content

  • The Pre-trade phase – Trading and the environment
  • The At-trade phase – trade venues and trade management
  • The Post-trade phase – Settlement and the ‘Straight-Through-Process’
  • The Post-trade phase – Transaction Cost Analysis (TCA)

Course delivery details

All courses can be delivered ONSITE, ONLINE or BLENDED to suit your distinct requirements.

Whether one-to-one or group deliveries, entry level or boardroom executives, are consultants are here to develop a programme to meet your specific business needs.

Simply contact us to discuss your requirements.

Content for this course, including start date and length, can be tailored to meet client needs.

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