Whats wrong with our products and services?
WHAT’S WRONG WITH OUR PRODUCTS AND SERVICES - THE FIRST QUESTION ASKED AT THE START OF EVERY BOARD MEETING BUT VERY RARELY HAPPENS! The great ship of enterprise sails on, oblivious to the increasing risks simmering in the holds below. WHAT TO DO?
You need help. ENLIGHTENED PROFESSIONAL DEVELOPMENT covering topics to help manage your business quandaries are delivered to your preferred learning point by DACREED’S LEARNING MANAGEMENT SYSTEM PLATFORM. The structured learning with assessment tools can do away with EXPENSIVE CONSULTANTS whose advice and guidance may be bias towards securing their next contract rather than helping YOU - THE CLIENT. A FREE SAMPLE COURSE is available for selected topics and industries - BEG TO BE DIFFERENT…..
SQD ONE STRUCTURED CPD - BUSINESS FUNDAMENTALS - ARE WE DOING IT RIGHT FIRST TIME?
User licences per CPD course per person for six months start from NZD275 + GST (volume discounts available) - both squadrons include CPD points, Completion Certificate, Assessment Quiz, Images, Case Studies, Updated Data Sets and Jargon Busters.
1. CPD - Business Development MasterClass - Excellence is NOT A GIVEN.
2. CPD - Business of Insurance Broking - Probability and Risk Assessment
3. CPD - Business of Credit Products - Mortgage Broking and Lending - Helping Clients into Homes within parameters.
4. CPD - Financial Advice Provider Business Quality Assurance - Are we doing what we say we are?
5. CPD - Commercial Lending for Bank and Non-Bank Credit/Loan Officers - Client Attitude to Repayment is key.
SQD TWO STRUCTURED CPD - PRODUCT RISK INFRASTRUCTURE - TELL US, WHY WE ARE IN BUSINESS?
User licences per CPD Course per person for six months start from NZD280 + GST (volume discounts available).
6. CPD - Asset Servicing - Missing a Corporate Event can negatively impact portfolio performance
7. CPD - What makes a successful brand? - Mission statements - What does the market think of your brand?
8. CPD - Corporate Governance - Acceptable and Unacceptable Board Room Behaviour
9. CPD - Using Derivatives for Risk Management - Leveraged Contracts - Futures - Options - Insurance
10. CPD - Environmental Social Governance – Managing client investor scepticism - Label Greenwashing Risk
11. CPD - Exchange Traded Funds – structure - pricing – operational risks – replication - securities lending
12. CPD - Capital Markets - Build a robust knowledge foundation before progressing on up
13. CPD - Asset/Fund Management - Do I feel comfortable the advisor/manager knows what they are doing?
14. CPD - Global Investor Services – Essential plumbing behind every investment transaction….
15. CPD - Alternatives - Hedge Funds - On and Offshore - Optimising operational and organisational structure
16. CPD - Alternatives - Hedge Fund Strategies – Global Macro - Managed Futures(CTA) - Long/Short - Market Neutral…
17. CPD - A Rookie’s Introduction to Investing - Three Levels - from Zero to Hero.
18. CPD - Asset Owners Non-Investment Risk – Great performance but where are my assets?
19. CPD - Operational Risk pot pourrie – central bank – bank treasury – global custody – industry generic – Basel 3
20. CPD - Performance Measurement and Attribution Analysis – How did my manager achieve the performance?
21. CPD - Securities Borrowing and Lending – Covering Shorts – Short-term collateral – Not for the uninitated!
22. CPD - Structured Products – Set Yield and Maturity – Liquidity – Charges - Making sense of the complex
23. CPD - Trading Desk Best Execution – How do I know my stockbroker gave me best price where is the evidence?…
24. CPD - Portfolio Transition Management – Implementation – Re-balancing - In specie - plan of action with contingencies
25. CPD - Collective Investments Unit Pricing – Methods – Use of Discretion – Dilution Levies - Errors and Controls
26. CPD - NEW ZEALAND - Responsible Lending - Three “Cs” - Protection for Vulnerable Borrowers
27. CPD - NEW ZEALAND - Health and Safety at Work (General Risk and Workplace Management) Regulations 2016