Our Recent Assignments
Fundamentals of Banks and Insurance products and accounting – eLearning
Adeva is developing an e-learning suite to fill the gap for eLearning materials on financial institutions which are truly practical and up to date.
Participants can ensure they understand the accounting and risk dynamics of key products ranging from loans, derivatives and repos in the banking world to unit linked / variable annuities, long tail casualty products and reinsurance in the reinsurance world. They will see the products and accounting issues through real life examples and will be able to test their understanding and cross reference a glossary. Some of our clients require this as mandatory independent learning with multiple choice test before an analytic course.
Regulatory and strategic drivers of performance
How many bankers really understand their own bank’s risk profile, its competitive advantage in key markets / product areas and how the bank’s performance benchmarks against their biggest competitors? Although many may be somewhat familiar with Basel III, Dodd Frank, Independent Commission on Banking – but how well do key staff understand how these will impact the bank’s strategy, share price, credit rating and, most importantly, customer relationships? Adeva Partners has worked closely with our clients to develop and deliver a fast paced, highly topical and customized workshop for senior front office and also strategy professionals to enable them to use this knowledge and understanding to be more effective in their jobs.
Debt Structuring Solutions for those working in Sales, Trading and Syndications
One of the many lessons learned from the financial crisis is that bankers are often working in silos – experts in their respective area of specialization but less familiar with how their specific role fits within the wider spectrum of the bank’s business.
Adeva has developed a Debt Structuring Solutions course to equip participants with a broader and deeper understanding of how the credit instruments they sell and trade play a role within the overall funding strategy of an issuer.
The workshop demonstrates how to use a structured approach to cultivate a better understanding of the issuers’ business and financing strategies, enabling participants to be more proactive and effective in their job.
Accreditation: This course can be used towards accreditation for CPE requirements.
Basel III continues to drive strategic, risk management and operational changes in banks
Banks are not only building liquidity and capital buffers in response to Basel III but also changing the way they price, structure and evaluate lending, contingent, derivative and deposit products. Adeva Partners equips Relationship Managers, analysts and support professionals with a better understanding of how Basel III is changing the marketplace. Case studies, based on the Bank’s own figures and those of competitors and clients, are used to illustrate the impact of not only the big picture capital, leverage and liquidity changes but also more micro issues such as credit valuation adjustments (CVA), stress VaR and loss given default (LGD) floors.
Relationship Managers globally are better positioned to uncover risk management business
Volatility in currencies, interest rates, commodities, equities and credit risk continue to prove challenging to clients as varied as airlines, brewers, insurers and banks. Adeva Partners has developed a highly client focused Market Risk Management workshop for Relationship Managers. Participants apply a structured approach to identify and quantify exposures in order to facilitate both a meaningful conversation with the client about risk management strategies and an interface with product specialists to recommend appropriate derivative solutions.
Writing effective credit applications is a key element of the approval process
Improving both the quality of the analysis and the written credit submissions are the overall aims of this program designed to ensure credit analyst are able to use their existing skills to write credit proposals that are more succinct, focused and conclusive, clearly articulating the risks and demonstrating their credit judgment. Participants apply what is taught during the workshop by writing credit applications on real cases, critiquing each other’s written work and recognizing and adhering to best practice