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In-house Financial Training

Financial Training

In-house Financial Training

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.  

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.  

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. 

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.

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

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

Talk to our team and learn how Kaplan can help you meet your business objectives.

Financial Management

  • Finance for Non-Financial Managers
  • Investment Appraisal
  • Accounting and Taxation 
  • Finance Professionals as Business Advisors for Non-Finance Management

Capital Markets and Derivatives

  • Introduction to Global Capital Markets
  • Introduction to Equity
  • Introduction to Fixed Income
  • Introduction to Hedge Fund and Alternative Investments
  • Fixed Income Valuation
  • Introduction to Derivatives
  • Introduction to Structured Products
  • Credit Derivatives

Excel and Financial Modelling

  • Excel Core Functionality 
  • Excel Features for Financial Management
  • Lookup and Conditional Functions
  • Introduction to Financial Modelling with Excel
  • Public Comparables and Discounted Cash Flow Analysis
  • Leveraged Buyout Analysis
  • Merger Analysis

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 

Investment and Wealth Management

  • Exam Drilling Course for Wealth Management Practitioners
  • Introduction to Financial Maths
  • Introduction to Investment Management
  • Introduction to Portfolio Management
  • Introduction to Wealth Management
  • Equity Valuation and Ratio Analysis 
  • Introduction to Technical Analysis
  • Insurance Planning
  • Real Estate Investment Strategies in China for High Net Worth Clients
  • Retirement Planning
  • Asset Succession Planning
  • Estate Planning and Universal Life
  • Advanced Wealth Management and Finance Planning
  • Current Affairs for Bankers
  • Investing in New Issues
  • Investment Advisory I: Know Your Client
  • Investment Advisory II: Effective Pitching
  • Investment Advisory III: Estate Planning
  • Practical Communication Skills for KYC Calls

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

  • 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

  • Application of Data Science on Financial Markets (Python)
  • Financial Data as Digital Asset
  • Financial Application of Machine Learning

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

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