Course Overview

Nevertheless, for the Financial Markets to function, healthy Investment Banks are a prerequisite. Much of what these complicated organisations do is not fully understood. Governments rely on them to arrange their (increasingly large) funding requirements; Corporates rely on them to arrange new Listings on the world’s Exchanges; Financial Institutions rely on them to execute transactions on those same Exchanges.

Training DurationTotal Training Hours : 30 Hours
Training Duration : 1 Week
Total Training Days : 5 Working Days
Training SchedulesWeekdays (Sunday to Thursday)
Regular Sessions : 6 Hrs Per day (9am to 2pm or 3.00pm to 9.00 pm)
Food & refreshments Included

WeekEnds (Friday & Saturday)
Fast Track Sessions: 8 Hours per day (9am to 5pm)
Food & refreshments Included
Certifications:1) Certificate from Laurels Training Institute, Attested by Knowledge & Human Development Authority (KHDA) government of Dubai, UAE

2) Certificate from American Institute of Professional Studies (AIPS) from USA (After 15 Days of course Completion which will couriered to the attendees office address)
Learning AidsYes
Course MaterialHard & Soft Copies of Study Material
Language of InstructionEnglish
Instructor HelplineYes
1. Email
2. Social Media (For Emergency requirements)
Registration Requirements1. Passport Copy
2. Curriculum Vitae
3. Passport size photographs
4. Course Fee
Mode of Payment:Cash / Cheque / Credit Card / Bank Transfer.
Eligibility Criteria
(Who should attend this training)

We welcome all participants; in particular this course is highly recommended for:

New joiners in Investment Banking

Financial Journalists

Regulators responsible for Investment Banks

IT providers selling solutions to Investment Banks
Course Benefits

At the end of the course delegates should have a broad understanding of the following subject areas:

The Front, Middle & Back Offices

How do Investment Banks make their money? Sources of revenue

Services and products provided by Investment Banks

Categories of clients and their needs


Investment Banks as Banks – Loan

Debt & Equity Capital Market

Merger & Acquisition Advisory

Structuring a New Issue (Syndication, Pricing, Investor Targeting)

Depositary Receipt Programmes
Course Contents / Outline

Sovereign Wealth Funds

Private Equity Funds

Financial Institutions & Hedge Funds


Research, Sales & Trading

Pension Funds


Debt Capital Markets

High Net Worth Individuals

Risks Investment Banks face

A changing Regulatory environment"

"Banking Products Overview

Banking Products Classification

Traditional Banking Products

Retail Banking Products: Credit Cards, Personal Loans, Auto Loans, Home Loans, Transaction Accounts, Deposits, Insurance & Investment Products

Alternate Channels: Online, Mobile, ATMs, SMS banking

Marketing of these different products and through alternate channels

Different banking segments: Personal Banking, Priority / Wealth Management, Private Banking

Target products & solutions for each segment

Risk Management

Overview of Islamic products

MIS & Analytics skills; Database Marketing

Trade Finance

SME Lending

Credit Appraisal Using Excel

Cash Management

Commercial Financing (Retail)

Real Estate Financing (Retail)

Credit Monitoring and Early Warning Signals

Contract Finance"

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