
About this trainer
See LinkedIn profile for details. https://www.linkedin.com/in/ianmorais/
- Experience
- 26 years
- Languages
- English
- Delivers in
- USA (West Coast)USA (East Coast)USA (Other)AsiaEuropeAustralasiaIndiaUKUAECanadaSouth AmericaCentral America and the CaribbeanMiddle East (excluding UAE)AfricaChina
- Customisation
- Full course design
Subjects
Finance (159)
Branch ManagementInitial Public Offerings (IPOs)Synergy AnalysisFinancial strategyRetail Banking OperationsOptionsCredit DerivativesSwapsRisk ManagementLiquidityPlanningMerger modeling
Show all 159 Finance subjects
Sectoral researchHedge FundsWealthStructured FinanceBusiness FinanceCash flowFinancial Statement AnalysisInternational tax planningDerivativesECM (Equity Capital Markets)Corporate credit analysisWealth managementTrade financeLeveragePersonal banking products and servicesConsumer LendingSensitivity analysisReal Estate ModellingAccountingAccounting StandardsBehavioural financeBankingAlternative investmentsComputerised accountingBank credit analysisBookkeepingBanking operationsBaselAsset Allocation StrategiesCorporate BankingCorporate financeCredit analysisALM (Asset Liability Management)Corporate Finance AdvisoryCredit Portfolio analysisCorporate LendingCreditCredit Rating determinationBonds (Fixed Income)Asset allocationCost ManagementCredit Default SwapsCredit RiskVenture CapitalAnti Money Laundering (AML) and Know Your Customer (KYC)BudgetingBudgeting and ForecastingCapital markets and securities issuanceCapital adequacyCapital BudgetingCapital marketsCapital Structure AnalysisCash ManagementCollateral managementCommercial BankingComplianceTaxSecurities and derivatives tradingSecondary Market and Block tradesValue at RiskSecuritisationValuation TechniquesValuationTrustsTrust and Fiduciary ServicesTreasury ServicesSupply Chain FinanceUnderwritingStocksTreasury managementTrade settlementThree statement modellingTax planningRisk AssessmentCustomer Relationship Management (CRM) - Retail BankingDCF (Discounted Cash Flow) modelingDebtDebt UnderwritingRiskReturnsReturn AnalysisDCM (Debt Capital Markets)Succession PlanningCybersecurity and financial crime preventionDebt and Equity Capital MarketsEnterprise Risk ManagementStructuringSharesRegulatory ComplianceReal estateRatio AnalysisMoneyMergers and AcquisitionsMergersQuantitative analysisOperational RiskPrivate EquityPrivate BankingNon-bank Financial InstitutionsMortgagePrecedent Transaction AnalysisPortfolio managementPersonal FinancePerformance measurementInternal ControlsLBO (Leveraged Buyout) modelingLiquidity RiskM&A analysis and executionManagement accountingInternational financeEstate PlanningEquityIntroduction to financial servicesMacroeconomic analysisFinancial managementInvestmentInvestment BankingDue DiligenceFinance for non Financial managersFinancial AnalysisFinancial ModellingFinancial Products and ServicesFinancial Ratios and AnalysisFinancial reportingFinancial Risk AssessmentForecastingFund managementInterest rate risk managementForeign exchange (FX)Fraud prevention and detectionFront, middle and back officeGAAPIslamic Banking and FinanceStructured productsEconomicsGeneral FinanceIFRSMarket RiskDiscountingInsuranceLeveraged FinanceInflation modellingInterest Rate SwapsDiscounted cash flowDividend PolicyInterest Rate DerivativesLife insurance
Law (2)
General LawCyber Law
Artificial Intelligence (1)
Machine Learning
Leadership (32)
General LeadershipEmpathyAdaptive LeadershipRisk Assessment and MitigationAuthentic LeadershipAnalytical ThinkingSelf-ManagementConflict Management StylesCreative Problem SolvingConstructive FeedbackConflict Resolution EIConflict Resolution Team
Show all 32 Leadership subjects
Building a Positive Work EnvironmentBuilding High-Performing TeamsCommunication and CollaborationSelf-AwarenessTeam DevelopmentTransformational LeadershipUnderstanding EnterpriseSocial AwarenessTrust and Psychological SafetySituational LeadershipServant LeadershipRelationship managementProblem IdentificationNegotiation StrategiesMediation and FacilitationEthical LeadershipEthical Decision MakingDecision AnalysisManaging Difficult PeopleDecision-Making
Management (51)
Corporate GovernanceSWOT AnalysisBusiness AdministrationContinuous ImprovementBusiness StrategyLeadership StylesDigital MarketingTradeMarketingBusiness ProcessessBrand ManagementAgile
Show all 51 Management subjects
Advertising and PromotionConflict ResolutionChange ManagementClimate ChangeCoaching and MentoringCompensation and BenefitsCompetitive Analysis for ManagementStrategic PlanningTeam Building and CollaborationTalent ManagementSupply Chain ManagementOrganisation BehaviourData AnalysisRecruitment and SelectionQuality ManagementProject ManagementProduct DevelopmentProcess OptimizationPricing StrategiesEmotional IntelligencePerformance ManagementEmployee Training and DevelopmentEmployee RelationsLabor Relations in ConstructionMarket ResearchInventory ControlFacilitiesDecision-Making and Problem-SolvingDiversity and Inclusion in Construction TeamsSustainable EntrepreneurshipSocial InnovationGeneral ManagementDisability inclusionSocial EnterpriseAccessibility awarenessSustainable BusinessWorkplace accessibilityLean Six SigmaWorkforce Development and Training
Sales (26)
Sales NegotiationCustomer Service and SupportCustomer Data ManagementCRM Strategy and PlanningVisual MerchandisingCRM Software ImplementationCustomer ExperienceClosing TechniquesCold callingConsultative SellingSales Training and EnablementSales Territory Planning
Show all 26 Sales subjects
Sales Process OptimizationSales Pipeline ManagementSales Metrics and KPIsRetail Selling TechniquesSales Force AutomationSales Analytics and ReportingRetail Sales AnalyticsStore OperationsSolution SellingRelationship SellingOrder ManagementObjection HandlingInventory ManagementGeneral Sales
Healthcare (9)
Social WorkSubstance Abuse and Addiction CounselingNursing TrainingPsychiatry and PsychologyMental Health AwarenessGeneral HealthcareHealth and SafetyHealth Informatics and Health Information ManagementHealthcare Compliance and Regulations
Communication and Professional Development (42)
Managing Difficult ConversationsMentoring and Being MentoredReport Structure and FormattingEffective Use of Data in PresentationsDocument Editing and ProofreadingTask Delegation and Team ProductivityStress Management and Work-Life BalanceAdapting Communication StylesAdapting Presentations for Different AudiencesConfident PresentingWriting for Different AudiencesCross-Cultural Communication
Show all 42 Communication and Professional Development subjects
Cultural Competence in the WorkplaceVirtual Presentation SkillsBuilding a Personal BrandBuilding Trust in Professional RelationshipsCollaborative Decision-MakingTeam Building and CommunicationUtilizing Technology for ProductivityStorytelling for ProfessionalsSocial Media and Business CommunicationStrategic Planning for Time ManagementSetting and Achieving SMART GoalsEffective Email WritingPublic SpeakingProposal Writing SkillsProactive Time-Blocking StrategiesEffective Meeting ManagementPresentation SkillsPresentation and Pitch DeliveryPowerful PowerPoint PresentationsEffective Networking StrategiesEffective Prioritisation TechniquesPeer Review and Feedback for PresentationsNegotiation SkillsEmotional Intelligence in CommunicationMeeting FacilitationFeedback and Constructive CriticismGeneral Communication and Professional DevelopmentInteractive Presentation MethodsDynamic Presentations Delivery TechniquesLegal and Ethical Considerations in Writing
Technology (8)
Data ScienceChatGPTArtificial IntelligenceCoding / programmingPower QueryGeneral TechnologyIT and SoftwareIT Service Management
training from £500