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Eureka Financial

Eureka Financial - Experts in Financial Training, Management Development and Leadership Skills

Eureka Financial - Expert in Banking and Finance, Regulatory, Risk and Wealth Management Training

Eureka Financial is a provider of banking, finance, regulatory, risk and wealth management training courses. We also offer some business management and soft skills training programmes. Based in London, UK, we organise public courses in London as well as tailored in-house courses in any location worldwide. 

Eureka Financial works with leading experts in each field of the financial sector. Our team of over 20 senior trainers bring with them many years of practical experience gained in the City and other major financial centres. Our courses are very practical and provide most up to date know-how. 

Eureka Financial offers over 100 specialised programmes in:

  • Regulations & Compliance 
  • Fund Management & Investments
  • Banking Operations
  • Risk Management
  • Settlements 
  • Payments 
  • Wealth Management, Family Offices & Private Banking
  • Treasury & Money Markets
  • Corporate Governance 
  • Corporate Finance & Financial Modelling
  • Asset Management 
  • Capital Markets 
  • Derivatives
  • Graduates & Introductory Courses 
  • Investment Banking 
  • Soft Skills

Why choose Eureka Financial? 

  • We believe in creating relationships with our customers. We want to understand your business and your training objectives in order to deliver programmes best suited to your requirements. 
  • You can choose from over 100 different programmes, from introductory to advanced across many sectors.
  • All our trainers have held senior positions in the City and other financial centres and bring a wealth of experience to the classroom.
  • We have trained professionals from leading financial institutions from over 40 countries in 5 continents.
  • Our course content is constantly updated to address the latest market challenges.
  • Group sizes are restricted to ensure maximum interaction with the trainer.
  • We provide post-course support and special loyalty programmes for our former delegates, so you spend even less on your next training. 

In-House Training & Bespoke Programmes

We offer over 100 training programmes on in-house basis. All our ourses can be customised and run in-house at your convenience. We can deliver courses in any of your offices worldwide for any group size, from 5 to 50 people. Some topics can be delivered in German, French and other languages.

UPCOMING BANKING, FINANCE, REGULATORY, RISK & WEALTH MANAGEMENT PUBLIC COURSES - LONDON 

SPECIAL AUTUMN PROMOTION - REGISTER BY 30 SEP & SAVE UP TO £300!

REGULATORY TRAINING

  • MiFID Compliance - 1 Oct & & 5 Dec 2019, London 
  • MiFIR Transaction Reporting - 2 Oct & 6 Dec 2019, London - NEW
  • UCITS Funds - 5 Dec 2019, London
  • CASS - Managing Client Money & Assets - 2 Dec 2019, London
  • AML & KYC - 27 Nov 2019, London
  • Regulations & Operational Compliance for Funds - 29 Nov 2019, London
  • CRS & FATCA Compliance & Reporting - 4 Dec 2019, London
  • SMCR - Senior Managers & Certification Regime - 3 Dec 2019, London - NEW
  • Conduct Risk - 4 Dec 2019, London - NEW
  • SFTR - Securities Financing Transactions Regulation - 5 Dec 2019, London - NEW

BANKING & PAYMENTS 

  • AML, KYC & Anti-Terrorist Financing - 27 Nov 2019, London
  • International Payments - 28-29 Nov 2019, London
  • CRS & FATCA Compliance & Reporting - 4 Dec 2019, London
  • International Securities Settlement & Custodial Services - 26-27 Nov 2019, London 
  • Clearing & Settlement for Derivatives & Securities - 15 Nov 2019, London - NEW
  • SFTR - Securities Financing Transactions Regulation - 5 Dec 2019, London - NEW
  • The Repo Market - 14 Nov 2019, London

WEALTH MANAGEMENT & INVESTMENTS

  • Family Office & Wealth Management Programme - 2-3 Dec 2019, London 
  • Investment Performance Measurement, Risk & Attribution - 17-18 Oct & 4-5 Dec 2019, London
  • Strategies for Selling a Business - 4-5 Dec 2019 - NEW
  • UCITS Funds - 5 Dec 2019, London
  • CRS & FATCA Compliance & Reporting - 4 Dec 2019, London

RISK MANAGEMENT

  • Mastering Operational Risk Management - 28-29 Nov 2019 London 
  • Credit Risk Management - 25-26 Feb 2020, London - NEW
  • Conduct Risk - 4 Dec 2019, London - NEW
  • The Repo Market - 14 Nov 2019, London

FINANCIAL ANALYSIS

  • Investment Performance Measurement & Attribution - 17-18 Oct & 4-5 Dec 2019, London
  • Bad Loans - Early Warning Signs & Effective Actions - 27-28 Feb 2020, London - NEW
  • Credit Risk Management - 25-26 Feb 2020, London - NEW
Show all courses with Eureka Financial

Courses

Professional Training
Open / Scheduled
Finance
Banking / Investment Length Price Location Reviews
International Payments 2 days 1,795 GBP London
International Securities Settlement and Custodial Services 2 days 1,795 GBP London
5.0 (2)
The Repo Market - Applications in Today's Market 1 day 795 GBP London
5.0 (2)
UCITS Funds 1 day 795 GBP London
5.0 (1)
Compliance and Regulatory
AEI: CRS & FATCA Reporting & Compliance 1 day 795 GBP London
AML - Anti-Money Laundering 1 day 795 GBP London
CASS - Managing Client Money and Assets 1 day 795 GBP London
Conduct Risk 1 day 795 GBP London
MiFID Compliance and Reporting 1 day 795 GBP London
MiFIR Transaction Reporting 1 day 795 GBP London
Regulations & Operational Compliance for Funds 1 day 795 GBP London
Senior Managers Regime 1 day 795 GBP London
SFTR - Securities Financing Transactions Regulation 1 day 795 GBP London
Credit Analysis / Control
Bad Loans - Early Signs and Effective Actions 2 days 1,795 GBP London
Credit Risk Management 2 days 1,750 GBP London
Derivatives & Trading
Clearing & Settlement for Derivatives & Securities 1 day 795 GBP London
Financial Management
Managing Family Office & Wealth 2 days 1,795 GBP London
5.0 (4)
Financial Risk
Operational Risk Management and Mitigation 2 days 1,795 GBP London
5.0 (5)
Corporate Training for Teams
Business & Management
Corporate Governance Training Course 2 days Multiple (2)
5.0 (3)
Finance
Financial Analysis
Investment Performance Measurement 2 days 1,795 GBP London
5.0 (4)

View all

Reviews

N.O., Director, Family Office Nigeria
(5)
Excellent. Very well presented, all very useful information and food for thought and action.
R.K., Fund Derivative Structuring, UBS
(5)
Very good, very thorough knowledge.
R.B, Investment Associate, London & Capital
(5)
Great learning experience.

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Contact

Eureka Financial

22 A St Jame's Square
SW1Y 4JH London

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www.eurekafinancial.com


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