Training
We provide a range of diverse, multi-modal training programs, led by informed experts These sessions combine knowledge with practical experience and expertise.
As of February 2025, 812 professionals have been trained through over 182 hours of instruction
Since July 2019, we have implemented specialized training solutions, including:
A 40-hour Securities Services Workshop
The course covers:
- Basic and advanced concepts
- Business cases
- Regulatory and non-regulatory framework
- Local & global knowledge and expertise
- Business and operations
- Products and services
- Client centricity, sales and marketing
- Revenue forecasting and strategy
- Tech-driven solutions
- Role of network management and risk management
- Best practices and market advocacy
- Taxation
- RFI and RFP
- Sec lending
- Relationship management and strategic alliances
A 20-hour Fund Accounting Course
Level 1: Basics of Fund Accounting
- Basics of Fund Accounting
- Business Case / Need for Fund Accounting
- Basic Regulatory Overview
- Accounting for Securities Master and Trade Capture Process
- Income Accounting
- Expense Accounting
- Corporate Action and Capital Accounting
- Income Equalization and Dividend Declaration (Basics)
- Basics of Valuation
- Operations Risk Management
- Reporting Basics
- NAV Processing and Related Controls
- Local & Global Knowledge and Expertise
- Client Centricity, Sales and Marketing
- Revenue Forecasting and Strategy
- Tech-Driven Solutions
- Best Practices and Market Advocacy
- Taxation
Level 2: Advance concepts and challenges
- Equalization Methodologies
- Fixed income Valuation concept
- Other Adhoc Valuations (Ex Demergers, rights, warrants, Lock-in shares)
- International Securities Valuation
- Expense Admin and Related Nuances
- RFI and RFP
- Reconciliation
- RTA and Performance Fees
These programs are designed for middle and senior management and cover the following topics:
- Sales Strategies
- Operations and Client Servicing
- Risk Compliance
- Client and Network Management
- Soft Skills
- Technology Solutions
- Market Intelligence (Local and Global)
- Thought Leadership and Participation at International Events
Additionally, we provide flexible training opportunities. Our training initiatives focus on improvements in:
- Revenue optimization
- Collaborative spirit and integrated knowledge
- Client responsiveness and competitive awareness
- Promoting standardization and teamwork
- Developing process management and leadership skills
- Cost reduction and improve efficiency
- Enabling good Governance
As a ‘give-back-to-the-society’ initiative, we offer a “Securities Markets Foundation” certification course to to-be-graduates, which includes a session on ‘Facing Interviews’ in collaboration with colleges
