Recent Developments & Changes in the Financial Sector
Course Info
Code PF1-133
Duration 5 Days
Format Online
Course Summary
The financial sector is extremely vast and undergoes constant changes and developments due to a variety of reasons. It is important for organisations to assess market trends and changes to ensure their products and services can evolve to stay on track and continue to meet customer needs.
Effectively analysing sector development and changes is essential. To adjust internal practices, an organisation needs to be fully aware of past and present financial market trends. This includes positive and negative changes, and what influences these changes. Using this knowledge, management should be able to accurately predict future changes, and efficiently strategize, plan and prepare for them.
To successfully adjust to change, there are many areas of an organisation that need to be thoroughly considered. Finance businesses must ensure risk management is held to the highest degree. All financial affairs come with a level of risk, and these need to be identified and minimised. Utilising various methods of measuring risk is vital to guarantee that all possible consequences are accounted for and have preventative measures and solutions in place.
- To understand the importance of reflecting on industry changes.
- To examine key challenges faced within the banking and finance sector.
- To assess shareholder demands, goals and objectives and how to effectively manage them.
- To effectively prioritise and manage strategic changes within the sector.
- To utilise various methods to develop and implement strategies relating to marketing, technology, operations and people.
- To evaluate factors that influence change, attitudes surrounding change and how to manage change.
- To conduct risk assessments to measure and minimise potential risks.
- To comprehend the latest developments in money markets and financial instruments.
This course is designed for anyone with a leadership position within the financial sector who wishes to develop their knowledge in relation to change and development. It would be most beneficial for:
- Senior Executives
- Banking Managers
- Chief Financial Officers (CFOs)
- Strategy and Development Managers
- Risk Managers
- Business Owners
- Sales/Marketing Managers
- Regional Managers
This course uses a variety of adult learning styles to aid full understanding and comprehension. Participants will assess case studies of established businesses within the financial sector to highlight key influences of change.
Participants will be supplied with all the required tools necessary to effectively partake in the provided learning exercises. Through a combination of seminars, guest speakers, group discussions and group activities, they will be granted extensive opportunities to develop their knowledge and skills based upon the taught content.
Course Content & Outline
- Defining what the financial market and financial instruments are.
- Assessing international regulations relating to financial markets.
- The necessity of financial documents – balance, off balance sheets and income statements.
- Typical market services and products offered.
- Analysing past and present market trends and how to predict future changes.
- The role of securitisation and derivatives.
- Common strategic issues faced within the financial sector.
- The vitality of analysing competitors.
- The process of strategic planning, development and implementation.
- Utilise market analysis to strategically plan for future trends.
- Developing specific functional strategies relating to certain areas – marketing, technology, operations, organisation and people.
- Understanding how each area of the financial sector is intertwined.
- The necessary skills of a leader to guide an organisation through change.
- Examining organisation structure and culture.
- Creating a workplace culture that is open to change.
- The concepts and principles of change management.
- Effectively managing cross functions.
- The benefits of building positive relationships within the workplace and with customers.
- Evaluating organisation shareholders and their value within the organisation.
- The advantages and disadvantages of shareholders.
- Maintaining sustainable profit despite negative external and internal influences.
- Monitoring financial performance – profitability, liquidity and capital adequacy.
- The different types of business valuation models and how to analyse them.
- The vitality of managing risks within the financial sector.
- Methods of identifying and measuring risk.
- Regulations and requirements of liquidity and capital adequacy.
- Carefully managing assets and liability.
- Risk mitigation in situations of unforeseen circumstances and unpredictable change.
- Analysing current and future challenges in bank management.
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