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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!

REGULATORY TRAINING

  • CASS - Managing Client Money & Assets - Online editions: 8 Oct, Classroom Edition in London - 2 Dec 2020
  • AML & KYC - Online: 14 Oct, Classroom Edition in London - 3 Dec 2020
  • CRS & FATCA Reporting & Compliance - Online: 2 Oct, Classroom Edition in London - 4 Dec 2020
  • Regulations & Operational Compliance for Funds - Online: 9 Oct, Classroom: 23 Nov 2020
  • DAC6 - Online: 2 x 3 hrs sessions on 20 & 22 Oct, 2nd online edition: 8 & 10 Dec - NEW
  • SFTR - Securities Financing Transactions Regulation - Online: 9 Oct, Classroom Edition in London - 30 Nov 2020
  • LIBOR / IBOR Transition & Benchmarking Reform - Online: 8 Oct, Classroom: 30 Nov 2020, London - NEW

BANKING, PAYMENTS, SETTLEMENTS & TRADE FINANCE

  • AML, KYC & Anti-Terrorist Financing - Online: 14 Oct, Classroom Edition in London - 3 Dec 2020
  • International Payments - Online: 12-13 Oct, Classroom Edition in London - 1-2 Dec 2020
  • International Securities Settlement & Custodial Services - Online: 14-15 Oct, Classroom Edition in London -3-4 Dec 2020
  • SFTR - Securities Financing Transactions Regulation - Online: 9 Oct, Classroom Edition in London - 30 Nov 2020
  • LIBOR / IBOR Transition & Benchmarking Reform - Online: 8 Oct, Classroom: 30 Nov 2020, London - NEW
  • International Trade Finance - Online: 14-15 Oct, Classroom: 7-8 Dec 2020, London
  • Audit & Compliance in International Trade Finance - 9 Dec 2020, London - NEW
  • The Repo Market - Online: 12 Nov
  • Clearing & Settlement for Securities & Derivatives - Online: 16 Oct

WEALTH MANAGEMENT & INVESTMENTS

  • Family Office & Wealth Management Programme - Online: 26, 27 Aug, 2, 3 Sep, Classroom: 3-4 Dec 2020, London 
  • Investment Performance Measurement, Risk & Attribution - Online: 5-6 Oct, Classroom: 3-4 Dec 2020, London
  • Strategic Asset Allocation & Portfolio Management - Online: 1 course = 3 x 4.5 hrs sessions on: 3, 4, 5 Nov 2020, Classroom: 1-2 Dec 2020 London
  • CRS & FATCA Reporting & Compliance - Online: 2 Oct, Classroom: 4 Dec 2020, London

RISK MANAGEMENT

  • Mastering Operational Risk Management - Online: 26-27 Nov 2020, London 

CORPORATE GOVERNANCE

  • Strategic Corporate Governance - Online: 4 x 3.5 hrs sessions on 5, 8, 12, 15 Oct , Classroom: 24-25 Nov 2020, London - NEW

FINANCIAL ANALYSIS

  • Investment Performance Measurement & Attribution - Online: 5-6 Oct, Classroom: 3-4 Dec 2020, London
Show all courses with Eureka Financial

Courses

Professional Training
Business & Management Length Price Location Reviews
Corporate Governance Training Course 2 days From 1,295 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
Financial Statement Analysis 12 hours From 895 GBP Multiple (3)
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 1,295 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 (4)
Compliance and Regulatory
AEI: CRS & FATCA Reporting & Compliance 1 day From 675 GBP Multiple (3)
5.0 (4)
AML & KYC - Any Money Laundering and Know Your Customer Training 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 675 GBP Multiple (2)
5.0 (4)
SFTR - Securities Financing Transactions Regulation 1 day From 650 GBP Multiple (2)
Corporate Finance
IFRS 9 Financial Instruments 1 day From 0 GBP Multiple (2)
Derivatives & Trading
Clearing & Settlement for Derivatives & Securities 1 day From 675 GBP Multiple (2)
5.0 (2)
Financial Analysis
Investment Performance Measurement 12 hours From 1,495 GBP Multiple (2)
5.0 (7)
Financial Management
Managing Family Office & Wealth 2 days From 1,700 GBP Multiple (2)
5.0 (9)
Corporate Training for Teams
Finance
Banking / Investment
The Repo Market - Applications in Today's Market 1 day From 650 GBP Multiple (2)
5.0 (2)

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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Eureka Financial

22 A St Jame's Square
SW1Y 4JH London

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www.eurekafinancial.com


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