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Banking Essentials - Part I

This pathway will walk us through the basics of banks, starting with some of the different types and their main functions, then starting to look at the regulation faced by the banks, both before and after the Global Financial Crisis.

Greenwashing

Greenwashing is the act of distributing false information about something being more environmentally friendly than it actually is.

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Tackling the Cost of Living Crisis

In this video, Max discusses the cost-of-living crisis currently enveloping the UK. He examines its impact on households as well as the overall economy.

Introduction to Corporate Valuation

In this video on Corporate Valuation, Sarah Martin covers the basic background to corporate valuations, who uses them, why they are needed and also outlines the factors that impact valuation.

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Certificate of completion issued to

Ancy Alex

For completing

Treasury Products - Part I Pathway

Completion date

10 Jul 2024

Delivered by

Accredited for

3 CPD credits

Certificate ID

37fef1c122a8995b886c88e7357aa501

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About Treasury Products - Part I Pathway

10 Learning modules

3 hours of learning

4.7 rating

Competent level

A bank’s treasury division is its principal interface with financial markets, with responsibility for managing the bank’s liquidity and funding resources as well as managing financial and market risk. This is the first of a two-part pathway helping us to build an understanding of the relevant products involved.

In this pathway

Understand treasury products

Analyse treasury products and instruments

Understand the role of treasury in financial markets

Pathway experts

Tim Skeet

Tim Skeet

Debt Capital Markets Specialist

Tim Skeet is a financial markets expert with more than 40 years’ experience across banking and debt capital markets. He has held senior roles at institutions including Morgan Stanley, Barclays, ABN AMRO, Bank of America, RBS and Bank of China. Alongside his banking career, Tim has served on the board of the International Capital Market Association (ICMA) and held senior positions with the European Covered Bond Council. He is also a Freeman of the City of London.

January Carmalt

January Carmalt

Research and Banking Professional

January began her career in 1999 with Bank of America in Charlotte, NC. From the Credit Products team, she moved into fixed income bond research covering Telecoms and Financials. While in London, January focused on financial institutions bond research until her Director and head bond analyst role at Deutsche Bank. As of 2011, January has worked as a freelance writer.

Moorad Choudhry

Moorad Choudhry

Banking and Capital Markets Practitioner

Professor Moorad Choudhry is a non-executive director at two UK financial institutions, having worked in London since 1989. He has experience in wholesale capital markets, treasury, ALM, and balance sheet management. Moorad's most recent role was as divisional treasurer at the Royal Bank of Scotland. He has also worked with Europe Arab Bank, KBC Financial Products, and JP Morgan. He is the author of "The Principles of Banking," which is currently in its 2nd edition.

Richard Comotto

Richard Comotto

Money Markets Expert

Senior Visiting Fellow at the ICMA Centre at the University of Reading, consultant to the International Capital Market Association (ICMA) and its European Repo and Collateral Council (ERCC). Technical expert to the IMF, Asian Development Bank and Frontclear market development company on money market and repo market development in Asia and Africa.

Farouk Ramzan

Farouk Ramzan

Capital Markets Specialist

A thirty year career in Investment and Commercial Banking in London and New York focused on Debt Capital Markets. More latterly Farouk was Head of European Commercial Banking for the Lloyds Group. Farouk now focuses on diverse projects where he can demystify complex financing structures with a much more interesting social impact crowd.

Aya Suzuki

Aya Suzuki

Debt Capital Markets Practitioner

Aya has spent 12 years at UBS Investment Bank. She started as a fixed income salesperson, covering institutional investors in Japan. In her second year, she moved to London and joined the Debt Syndicate desk within DCM, where she spent the following 11 years. There, Aya was in charge of origination, distribution and execution of private placements.