In-house Financial Training
Overview
Overview
Kaplan delivers tailored in-house and online solutions covering a comprehensive range of asset classes, functions, financial certifications and vital skills required to succeed in the financial sector.
GLOBAL LEADER, LOCAL INSIGHT
Kaplan is a leading global provider of education, training and compliance solutions. Our strong local presence in all major financial centres (along with our ability to deliver in over 30 countries and multiple languages) ensures we are able to meet market-specific needs and scale up to address global priorities, where consistency and repeatable success are key.
EXTENSIVE EXPERIENCE IN FINANCIAL EDUCATION
Kaplan has conducted trainings at every level, from graduates and new hires through to senior executives. We have worked for many of the world’s leading commercial and investment banks, fund managers, asset managers and wealth managers. Our exposure and experience means that we understand your business, and we can bring expansive insight to your organization, teams and people.
TRAINERS
Our global and local trainers have strong academic backgrounds as well as practical work experience. They are all experts in their area, thus able to incorporate the latest market knowledge, practices, and industry development into the curriculum design and delivery.
VIRTUAL CAPABILITIES
Depending on your need, Kaplan will deliver our programs in the most efficient and effective way possible, including the use of our state-of-the-art online platforms. Learners can gauge how they are performing, while giving your administrators the tools to monitor and track the progress.
Customizable To Your Priorities
OUR APPROACH
We understand how much simpler it is when you have a dedicated team committed to your success. Our Account Directors can work with your L&D function and business leaders to develop in-depth knowledge of your industry, business challenges, organization and people development needs. This focus enables us to develop learning solutions that are in line with your strategic plans, delivered on time and within budget.
Customizable components may include:
- Duration: 2 hours to 1 month
- Audience: variety of audience and levels of experience
- Format: As a standalone program or integrated with your other programs
- Delivery: Instructor-led (live in-person) or online
- Location: Your premises, external venue or Kaplan campus
- Language: English, Cantonese or Mandarin
- Industry-specific case studies and exercises
- Pre-course survey/readings
- Learning strategies:
- Lectures
- Discussions
- Assignments
- Case studies
- Projects
- Presentations
- Guest speakers
- Firm visits
- Business tours
2600
Serving 2600 Corporate Clients
48
48 of the top 50 financial institutions
43
43 of the top 50 banks
20
20 languages
List of Training Topics
Data Analytics & AI
Data Analytics & AI
- AI and Machine Learning for Business
- Data Analysis & Dashboard Reporting
- Data Science for Decision Makers
- Data Storytelling
- Embracing Data Literacy in Digital Era of Banking
- Excel Data Analytics: Master Data Transformation & Business Intelligence
- Financial Intelligence for Business Decisions
- Mastering AI, Python for Data Analytic
- Power BI and Microsoft Copilot for Business Analysis
Banking Knowledge
Banking Knowledge
- Credit Risk Management for Corporate Clients
- Finance for Non-Finance Managers
- Financial Modelling Masterclass
- Introduction to Corporate Financial Statement Analysis
- Introduction to Risk Management
- Introduction to Wealth Management
- Investment Advisory I: Know Your Client
- Investment Advisory II: Effective Pitching
- Investment Advisory III: Estate Planning
- 企業金融核心業務知識課程
- 大模型於防洗錢領域的應用
- Exam Drilling Course for Wealth Management Practitioners
Fintech
Fintech
- Blockchain and Cryptocurrency
- Navigating the Landscape of Stablecoins
- 數字經濟時代的網絡安全創新實踐
Foreign Exchange
Foreign Exchange
- Introduction to Foreign Exchange
- FX Structured Products
- Introduction to Vanilla FX Options
- Advanced Foreign Exchange Markets
- Advanced Exotic FX Options
- Advanced Vanilla FX Options
Leadership/ Team Building
Leadership/ Team Building
- Essential Skills for First Time Manager
Risk Management, Compliance and Control Strategy
Risk Management, Compliance and Control Strategy
- Introduction to Risk Management & Value-at-Risk
- Option Pricing, Risk Management & Common Trading Strategies
- Managing Counterparty Credit Risk
- Interest Rate & Cross Currency Swaps Pricing & Risk Management
- Interest Rate Options & Interest Rate Structured Products
- Exotic Options & Equity Structured Products
- CPT Courses
- Financial Regulations and Compliance Practices – The Hong Kong Experience
- The Regulatory Framework on Anti-Money Laundering and Counter-Terrorist Financing
- Overview of Business Entity Type and Customer Due Diligence Implication
- Executive Certificate in Credit Analysis and Management
Trade Knowledge and Treasury
Trade Knowledge and Treasury
- The Life Cycle of A Trade
- Treasury Accounting
- Corporate Bond as a Tool for Treasurers
- Corporate Bond as an Asset Class for Investors
Data Science and Fintech
Data Science and Fintech
- Application of Data Science on Financial Markets (Python)
- Financial Data as Digital Asset
- Financial Application of Machine Learning
- Artificial Intelligence (AI)
- Web 3.0
Graduate and Internship Programs Partnerships
Graduate and Internship Programs Partnerships
- Introduction to Financial Markets
- Introduction to Capital Markets
- Introduction to Investment Banking
- Introduction to International Brokerage
- Introduction to Fund Management
- Introduction to Asset Management
- Introduction to Insurance
- Introduction to Venture Capital and Private Equity
- Introduction to Commercial Banking
- Introduction to Global Banking and Markets
- Introduction to Retail Banking and Wealth Management
- Introduction to Private Banking
- Kaplan Future Finance Leader Program
- Kaplan Business Challenge
- Summer Program
Financial Certifications
Financial Certifications
- Licensing Examination for Securities and Futures Intermediaries
- Chartered Financial Analyst® (CFA®)
- Financial Risk Manager® (FRM®)
- Chartered Alternative Investment AnalystSM (CAIA®)
- CFA Institute Investment Foundations™ certificate
Explore our suite of financial certifications training solutions and benefit from:
- Volume discounts based on the corporate aggregated annual spend
- Increased speed-to-production and reduction of onboarding costs of your new hires
- Increased retention through investments in skill development and career progression
- Reduction of internal demands on curriculum development and delivery
Team Building
Team Building
ESG
ESG
- Sustainability and ESG Foundations
- ESG Reporting
- Green Finance
- Carbon credits
Contact Us
Talk to our team and learn how Kaplan can help you meet your business objectives -
Name: Ms Rowena Li
Title: Director, Business Development
Tel. : 2116 3183
Email: [email protected]