Fundamentals of Financial Risk Management Virtual Training

Fundamentals of Financial Risk Management Virtual Training
Become familiar with the basic categories of financial risk and their associated terminology, as well as how they interact, change, and escalate. This course defines four financial risk categories – market, credit, liquidity and interconnected financial risks. Three weeks , nine lessons include lectures and supporting materials and activities. Each week launches each Tuesday, August 20 - September 3, 2019.

 

Register Now

Agenda Course Experts CRL Credits

 

Presented By:

Steve Lindo
Principal, SRL Advisory Services

Date:

Course Period:
August 20 - September 9, 2019
Instructor Access:
August 20 - September 17, 2019

Time:

Virtual Training
Self-paced

Lesson Length:

9 Lessons vary in length from
30 - 75 minutes




About This Course
 
History has demonstrated that financial risks are treacherous. The 2008 financial sector crisis, in particular, produced a rich store of examples of companies which either misunderstood or underestimated their financial risks, with dire results. Understanding financial risk is essential for risk managers of all disciplines, because financial, operational, strategic, reputational, and other risks are all intertwined at the enterprise level.

This is a fundamentals course in which you will become familiar not only with the basic categories of financial risk and their associated terminology, but also how they interact, change, and escalate. Structurally, the course is divided into four financial risk categories – market, credit, liquidity and interconnected financial risks. The lessons will explain and give examples of each of these different types of financial risk, together with their measurement and risk mitigation methods. Your comprehension of the concepts, terminology, practices, and uses described in each lesson are assessed at the end of each lesson with an informal knowledge check.

During the course period, you have the opportunity to ask the instructor questions and engage in online discussions.

 

Course scope

  • The principal types of financial risks incurred by organizations across all industries 
  • Broad overview
  • Real-life examples 

Learning objectives

  • Understand the principal types of financial risk, their measurement and mitigation methods 
  • Gain familiarity with financial risk management concepts and terminology
  • Recognize the occurrence of financial risk in real-life situations
  • Evaluate the appropriateness of financial risk measurement and mitigation methods

 
 Week  Start Date Topic
 Week 1
August 20  Fundamentals of Financial Risk Management & Market Risk
Lesson 1: Introduction and Market Risk Categories, part 1
Lesson 2: Market Risk Categories, part 2
Lesson 3: Market Risk Measurement & Mitigation
 Week 2
 August 27 Fundamentals of Credit Risk
Lesson 4: Principles of Credit Risk Analysis and Rating & Categories
Lesson 5: Credit Risk Measurement
Lesson 6: Credit Risk Mitigation
 Week 3  September 3 Fundamentals of Liquidity Risk & Interconnected Risk Categories
Lesson 7: Liquidity Risk Categories
Lesson 8: Liquidity Risk Measurement
Lesson 9: Liquidity Risk Mitigation & Interconnected Risk


Who Should Attend

This is a fundamentals course designed for:

  • Non-financial professionals such as IT, legal, compliance, and HR who work closely with financial risk managers
  • Financial professionals preparing for or considering working in risk management roles
  • Non-financial professionals, working or expecting to work in finance or risk management roles 


About Our Expert

  
  Steve Lindo is a financial risk manager with over 30 years’ experience managing risks in ALM, funding, banking, and trading portfolios. His current role is Lecturer and Course Designer at Columbia University’s School of Professional Studies, teaching Financial Risk Management to graduate students in Columbia’s MS in Enterprise Risk Management program.  He is also Principal of SRL Advisory Services, an independent consulting firm specializing in risk governance, education and strategy, financial technology innovation, risk data management, regulatory expertise, information risk management, and financial litigation support.

Steve's previous positions include Director of Treasury Management and Mortgage Risk at Fifth Third Bancorp and Vice President of Risk Capital Management at GMAC Financial Services LLC (now Ally Financial).  In 2010, Steve completed a two-year engagement as Executive Director of PRMIA.  Before that, he held a number of risk management roles in Cargill’s proprietary financial trading group, which was subsequently de-consolidated into two separate hedge funds, Black River Investments and Carval Investors. He spent his early career as an international banking and credit officer with Lloyds Bank and First National Bank of Chicago (now part of JPMorgan Chase) in the UK, Spain and Brazil.

Steve is a regular presenter at conferences, webinar host, and author of risk management articles and case studies. He has a BA and MA from Oxford University and speaks fluent French, German, Spanish and Portuguese.



Continued Risk Learning Credits: 9

PRMIA Continued Risk Learning (CRL) programs provide you with the opportunity to formally recognize your professional development, documenting your evolution as a risk professional. Employers can see that you are not static, making you a highly valued, dynamic, and desirable employee. The CRL program is open to all Contributing, Sustaining, and Risk Leader members, providing a convenient and easily accessible way to submit, manage, track and document your activities online through the PRMIA CRL Center. To request CRL credits, please email learning@prmia.org.

Registration
 Membership Type Price
 Sustaining, Corporate, and RIM Members $249
 Contributing Member $299
 Non Member $349

If this is your first time accessing the PRMIA website you will need to create a short user profile to register. Save on registration by becoming a member.

 

 
When
8/20/2019 - 9/9/2019
Where
Virtual Training
Registration not available.
 

Sign In to Register for Event