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

All our courses are currently available as live online training. See below or contact us for details. 

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 - ONLINE & IN LONDON 

 REGISTER EARLY TO BENEFIT FROM SPECIAL OFFERS!

1 day classroom course = 2 online sessions, 2 day classroom course = 4 online sessions. 

REGULATORY TRAINING

  • CASS - Managing Client Money & Assets - Online editions: 9 & 11 Jun, Classroom Edition in London - 16 Jul 2020
  • AML & KYC - Online editions: 3 & 5 Jun, Classroom Edition in London - 17 Jul 2020
  • CRS & FATCA Reporting & Compliance - Online editions: 9 & 11 Jun, Classroom Edition in London - 16 Jul 2020
  • Regulations & Operational Compliance for Funds - Online editions: 3 & 5 Jun, Classroom Edition in London - 6 Jul 2020
  • SFTR - Securities Financing Transactions Regulation - Online edition: 23, 25 Jun Classroom Edition in London - 9 Oct 2020
  • LIBOR Transition & Benchmarking Reform - Online: 20, 22 Jul, Classroom: 8 Oct 2020, London - NEW

BANKING, PAYMENTS, SETTLEMENTS & TRADE FINANCE

  • AML, KYC & Anti-Terrorist Financing - Online editions: 3 & 5 Jun, Classroom Edition in London - 17 Jul 2020
  • International Payments - Online: 29 Jun, 1, 6, 8 Jul, Classroom Edition in London - 12-13 Oct 2020
  • International Securities Settlement & Custodial Services - Online: 16, 18, 30 Jun, 2 Jul, Classroom Edition in London - 14-15 Oct 2020
  • SFTR - Securities Financing Transactions Regulation - Online edition: 23, 25 Jun Classroom Edition in London - 9 Oct 2020
  • LIBOR Transition & Benchmarking Reform - Online: 20, 22 Jul, Classroom: 8 Oct 2020, London - NEW
  • International Trade Finance - Online: 7, 9, 14, 16 Jul, Classroom: 14-15 Oct 2020, London
  • Audit & Compliance in International Trade Finance - 9 Dec 2020, London - NEW
  • The Repo Market - Online: 6, 8 Jul
  • Clearing & Settlement for Securities & Derivatives - Online: 13, 15 Jul 

WEALTH MANAGEMENT & INVESTMENTS

  • Family Office & Wealth Management Programme - Online: 22, 24, 29 Jun, 1 Jul, Classroom: 1-2 Oct 2020, London 
  • Investment Performance Measurement, Risk & Attribution - Online: 6, 8, 13, 15 Jul, Classroom: 5-6 Oct 2020, London
  • Strategic Asset Allocation & Portfolio Management - Online: 1 course = 4 sessions on: 9, 11, 16, 18 Jun 2020, Classroom: 1-2 Dec 2020 London
  • CRS & FATCA Reporting & Compliance - Online editions: 9 & 11 Jun, Classroom: 16 Jul 2020, London

RISK MANAGEMENT

  • Mastering Operational Risk Management - Online: 23, 25, 30 Jun, 1 Jul, Classroom: 26-27 Nov 2020, London 

CORPORATE GOVERNANCE

  • Strategic Corporate Governance - Online: 4 sessions in July - dates tba, Classroom: Nov 2020, London - NEW

FINANCIAL ANALYSIS

  • Investment Performance Measurement & Attribution - Online: 6, 8, 13, 15 Jul, Classroom: 5-6 Oct 2020, London
  • IFRS 9 Financial Instruments - 29 Jun 2020, London - NEW
  • Valuation of Emerging Market Corporates - 30 Jun 2020, London - NEW
Show all courses with Eureka Financial

COVID-19 Update

This provider offers an online version of their classroom courses

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Courses

Professional Training
Open / Scheduled
Business & Management Length Price Location Reviews
Corporate Governance Training Course 2 days From 1,495 GBP Multiple (2)
5.0 (3)
Finance
Audit and Compliance in International Trade Finance 2 days From 795 GBP Multiple (2)
LIBOR Transition and Benchmarking Reform 1 day From 650 GBP Multiple (2)
Valuation of Emerging Market Corporates 1 day From 750 GBP Multiple (2)
Banking / Investment
International Payments 2 days From 1,495 GBP Multiple (2)
5.0 (5)
International Securities Settlement and Custodial Services 2 days From 1,495 GBP Multiple (2)
5.0 (2)
International Trade Finance 2 days From 1,495 GBP Multiple (2)
Compliance and Regulatory
AEI: CRS & FATCA Reporting & Compliance 1 day From 675 GBP Multiple (2)
5.0 (4)
AML - Anti-Money Laundering 1 day From 395 GBP Multiple (2)
5.0 (2)
CASS - Managing Client Money and Assets 1 day From 650 GBP Multiple (2)
5.0 (4)
Regulations & Operational Compliance for Funds 1 day From 695 GBP Multiple (2)
5.0 (4)
Corporate Finance
IFRS 9 Financial Instruments 1 day From 0 GBP Multiple (2)
Financial Management
Managing Family Office & Wealth 2 days From 1,495 GBP Multiple (2)
5.0 (9)
Tax
CRS & FATCA Reporting & Compliance 1 day From 695 GBP Multiple (2)
e-learning / Online / Distance
Business & Management
Corporate Governance 10.5 hours From 1,495 GBP Online courses
Finance
AML & KYC - Anti-Money Laundering and Know Your Customer 6 hours From 395 GBP Online courses
CRS & FATCA Reporting & Compliance 7 hours From 675 GBP Online courses
International Payments 12 hours From 1,495 GBP Online courses
International Securities Settlement & Custodial Services 12 hours From 1,495 GBP Online courses
Managing Family Office & Wealth 12 hours From 1,495 GBP Online courses
Regulations & Operational Compliance for Funds 7 hours From 695 GBP Online courses
Banking / Investment
CASS - Managing Client Asset & Money 7 hours From 650 GBP Multiple (2)
LIBOR Transition & Benchmarking Reform 7 hours From 650 GBP Multiple (2)
Operational Risk Management and Mitigation 12 hours From 1,295 GBP Multiple (2)
5.0 (9)
Strategic Asset Allocation and Portfolio Management 13 hours From 1,495 GBP Multiple (3)
Compliance and Regulatory
SFTR - Securities Financing Transactions Regulation 7 hours From 675 GBP Multiple (2)
Financial Analysis
Investment Performance Measurement 12 hours From 1,495 GBP Multiple (2)
5.0 (7)

View all

Reviews

Average rating 5

Based on 69 reviews

M.V., Performance Reporting Analyst, SEI Investments
(5)
It really exceeded my expectations. Would love to know and attend more.
J.D., Analyst, Genesis Investment Management
(5)
Really informative and helpful. I really enjoyed working through the practical examples in Excel.
Head of Compliance, Punter Southall Group
(5)
Reaffirmed existing knowledge and enhanced it a lot. Great use of real life scenarios.

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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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