We conduct two sets of corporate training programmes. The first one is targeted at people who have recently joined the workforce. This programme teaches them investing, insurance, home and vehicle loans, credit and debit cards, foreign exchange markets, commodity markets, financial service providers like agents, etc. Specialized courses that elaborate on individual topics are also conducted by us.
The second programme is targeted at senior executives, who are in the high net worth category. These executives are typically clients of private banks, wealth management desks and brokers. In this programme, we explain the various levels of principal-agent problems that exist in the financial advisory business. The course explains the ins and outs of derivatives and structured products, where the pricing is opaque. We cover foreign exchange markets, commodities, fixed income markets and hedge fund investing. We give frameworks to evaluate your financial advisor/private banker and also advice on how to align your advisor's interest with yours.
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