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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

TAKE ADVANTAGE OF SPECIAL SUMMER PROMOTION – BOOK BY 22 JUL & SAVE UP TO £300! LOWEST PRICES EVER - ALL OUR PRICES ARE GOING UP FROM SEPTEMBER!

REGULATIONS & COMPLIANCE TRAINING

  • CASS - Managing Client Money & Assets - Virtual: 24 Aug, 7 Oct, 5 Dec 22 
  • AML & KYC - Virtual: 3 Oct & 8 Dec 22
  • CRS & FATCA Reporting & Compliance - Virtual: 30 Sep & 2 Dec 2022
  • IFR / IFD & UK IFPR - Investment Firm Prudential Regulation - 17 Nov 2022 - NEW
  • Regulatory Reporting for EMIR, MIFIR & SFTR - Virtual: 6 Oct & 6 Dec 2022 - NEW
  • MiFID Compliance - Main Areas & Lessons Learnt - Virtual: 30 Sep 2022 - LAST EDITION 
  • LIBOR / IBOR Transition and Benchmark Reform - Virtual: 17 Nov 2022 - NEW
  • Regulations & Operational Compliance for Funds - Virtual: 30 Nov 2022
  • UCITS Funds - Virtual: 10 Oct, 6 Dec 2022
  • AIFMD - Virtual: 11 Oct & 7 Dec 2022
  • ESG, SFDR and Climate Change Investing - Virtual: 18 Oct & 9 Dec 2022 - NEW
  • BCBS / IOSCO UMR - Uncleared Margin Rules - Virtual: 14 Oct 2022 - NEW
  • Practical Guide to the FCA Compliance Handling - Virtual: 13 Oct & 28 Nov 2022 - NEW, TBA

CORPORATE GOVERNANCE 

  • Strategic Corporate Governance - Virtual: 3 x 4.5 hrs sessions on 7-9 Sep at 10 a.m. UK time & London - 22-23 Nov 2022
  • Strategy & Risk Management for Board of Directors - London: 15-16 Nov & Virtual: 3 x 4.5 hrs on 6-8 Dec 2022

WEALTH MANAGEMENT & INVESTMENTS

  • Family Office & Wealth Management Programme - Virtual: 3 x 4.5 hrs on 22-24 Aug at 1 p.m. GMT; 5-7 Oct 2022 at 10 a.m. UK time & London: 1-2 Dec 2022 
  • Investment Performance Measurement, Risk & Attribution - Virtual: 3 x 4.5 hrs sessions on 17-19 Oct & 7-9 Dec 2022
  • Strategic Asset Allocation & Portfolio Management - Virtual: 7-9 Nov 2022 
  • CRS & FATCA Reporting & Compliance - Virtual: 30 Sep & 2 Dec 2022
  • LIBOR / IBOR Transition and Benchmark Reform - Virtual: 17 Nov 2022 - NEW
  • UCITS Funds - Virtual: 15 Jul, 10 Oct, 6 Dec 2022
  • AIFMD - Virtual: 14 Jul, 11 Oct & 7 Dec 2022
  • FX Risk Management - Virtual: 14 Oct 2022 - NEW
  • Commodity Markets - Virtual: 18 Nov 2022 - NEW

RISK MANAGEMENT & AUDIT

  • FX Risk Management - Virtual: 14 Oct 2022 - NEW
  • Risk Based Internal Audit - Virtual: 3 x 4 hrs on 18-20 Jul 2022 - NEW
  • Commodity Markets - Virtual: 18 Nov 2022 - NEW
  • Clearing & Settlements and Counterparty Risk - Virtual: 17 Oct 22
  • The Repo Market - Virtual: 19 Oct 2022
  • Strategy & Risk Management for Board of Directors - London: 15-16 Nov & Virtual: 3 x 4.5 hrs on 6-8 Dec 2022

BANKING, PAYMENTS, SETTLEMENTS 

  • International Payments - Virtual: 3 x 4.5 hrs sessions on: 14-16 Nov 2022
  • International Securities Settlement & Custodial Services - Virtual: 3 x 4.5 hrs sessions on 22-24 Aug & 21-23 Nov 2022
  • Clearing & Settlements and Counterparty Risk - Virtual: 17 Oct 22
  • AML, KYC & Anti-Terrorist Financing - Virtual: 19 Jul, 3 Oct & 8 Dec 2022
  • LIBOR / IBOR Transition and Benchmark Reform - Virtual: 17 Nov 22 - NEW
  • FX Risk Management - Virtual: 14 Oct 2022 - NEW
  • The Repo Market - Virtual: 19 Oct 2022
Show all courses with Eureka Financial

Courses

Professional Training
Business & Management Length Price Location Reviews
Corporate Governance Training Course 14 hours From 1,795 GBP Multiple (2)
5.0 (3)
Risk Management
Strategy & Risk Management for Board of Directors 2 days From 1,795 GBP Multiple (2)
Finance
BCBS - IOSCO UBM - Uncleared Margin Rules 1 day From 795 GBP Online courses
Commodity Markets 1 day From 795 GBP Online courses
FIXED INCOME ATTRIBUTION 1 day From 850 GBP Online courses
IFR / IFD & UK IFPR – INVESTMENT FIRM REGULATION 1 day From 920 GBP Online courses
UK REPORTING FUND STATUS – RFS 1 day From 850 GBP Online courses
Banking / Investment
Digital Banking Masterclass 3 days From 1,795 GBP Multiple (2)
ESG, SFDR AND SUSTAINABLE INVESTING 1 day From 795 GBP Online courses
International Payments 2 days From 1,795 GBP Online courses
5.0 (5)
International Securities Settlement and Custodial Services 2 days From 1,795 GBP Online courses
5.0 (2)
LIBOR Transition & Benchmarking Reform 1 day From 795 GBP Online courses
Regulatory Reporting for EMIR, MIFIR & SFTR 1 day From 795 GBP Online courses
Risk Based Internal Audit 2 days From 1,950 GBP Online courses
Strategic Asset Allocation and Portfolio Management 13 hours From 1,795 GBP Multiple (3)
UCITS Funds Training 1 day From 795 GBP Online courses
5.0 (4)
Compliance and Regulatory
AEI: CRS & FATCA Reporting & Compliance 1 day From 795 GBP Online courses
5.0 (4)
AIFMD 1 day From 795 GBP Online courses
AML & KYC - Anti Money Laundering and Know Your Customer Training 1 day From 750 GBP Online courses
5.0 (2)
CASS - Managing Client Money and Assets 1 day From 750 GBP Online courses
5.0 (4)
MiFID Compliance and Reporting 1 day From 795 GBP Online courses
5.0 (5)
Regulations & Operational Compliance for Funds 1 day From 795 GBP Online courses
5.0 (4)
Derivatives & Trading
Clearing & Settlement for Derivatives & Securities 1 day From 850 GBP Multiple (2)
5.0 (2)
FX Risk Management 1 day From 795 GBP Online courses
Financial Analysis
Investment Performance Measurement 12 hours From 1,720 GBP Online courses
5.0 (7)
Financial Management
Family Office & Wealth Management 2 days From 1,795 GBP Multiple (2)
5.0 (9)
Corporate Training for Teams
Finance
Banking / Investment
The Repo Market - Applications in Today's Market 1 day From 795 GBP Multiple (2)
5.0 (2)

View all

Awards & Accreditations

Reviews

Average rating 5

Based on 69 reviews.

M.V., Performance Reporting Analyst, SEI Investments
It really exceeded my expectations. Would love to know and attend more.
J.D., Analyst, Genesis Investment Management
Really informative and helpful. I really enjoyed working through the practical examples in Excel.
Head of Compliance, Punter Southall Group
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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