Training & Consultancy 2020

As a regular user of the Goodacre training ser-vices, the training administration staff have always achieved optimal levels of performance and accom-plishment along with effective communication and expectations.

– Sumitomo Mitsui Trust UK Ltd –”“

Goodacre has a well-established Train-ing division which educates market pro fessionals on a wide range of as-pects relevant to the financial services sector. Courses are delivered by Tutors with sig nificant industry experience, which they share in an enthusiastic and friendly way. Our speakers hold an in-timate understand ing of the current factors and influenc ers surrounding all topics. They are ex tremely adept and

modify their courses to reflect contem-porary challenges and issues.

Continuing Professional Development (CPD) certification is provided for all courses. Goodacre is an accred ited provider of the Chartered Institute of Securities and Investment (CISI) CPD Scheme. Training is offered from our London location or delivered in-house.

IN-HOUSETRAINING

CUSTOMISED FOR YOUR ORGANISATION’S REQUIREMENTS AND SCHEDULE

CHARGES ARE BASED ON A GROUP RATHER THAN PER PERSON

NO REGIONAL LIMITATIONS: NO TRAVEL FOR YOUR STAFF INVOLVED

ALL TRAINING COURSES ARE CPD CERTIFIED

THE MOST COST EFFECTIVE TRAINING PROGRAMME AVAILABLE

We are dedicated to providing lead-ing, industry-respected training, right to your doorstep. As a business, cost-efficiency and procedural ease are of the utmost importance. That is why we are now expanding our in-house training regime to make it eas-ier than ever for your personnel to ac-cess the critical education they need.

Our bespoke training services can be tailored to accommodate your specific needs; whether that is sim-ply the general upkeep of employee knowledge or the focused tuition of your expert officers.

All training is available on-site with no geographical limitations where we can provide a confidential, sensi-tive and direct approach for contin-ued employee development.

We had two in-house training sessions delivered earlier this year, it enabled us to provide training to a wider net of staff with minimal disruptions to their working day. The in-house training gave the ability to look at how the regulations/requirements affect whole processes within the business.

– The Share Centre – ””

• Alternative Investment Market(AIM) Rules

• Analysis of Financial Statements• Anti-Money Laundering• Asset Management• Asset Servicing• Behavioural Finance• Bribery and Corruption• Business Case Production• Cash Management• CASS: Senior Managers and

Directors Survival Guide• CASS: Understanding It and

Keeping It Up To Date• CASS: For Risk Specialists• Central Banks• CFDs• Clearing & Settlement• Client Due Diligence• Client Money and Assets• Client On-Boarding• Collateral Management• Collective Investment

Scheme Administration• Collective Investment Schemes• Combating Financial Crime• Commodities• Company Valuation Modelling

for Corporates• Company Valuations• Compliance Monitoring• Consumer Credit Act• Corporate Actions• Corporate Credit Risk Analysis

and Management• Corporate Finance• Corporate Governance• Cybercrime

POPULARTOPICS

Really good content, extremely useful to have had an Insolvency Practitioner in the room with ‘real’ experience too.Director, Lloyds Bank

“ ”

GOODACRE TRAINING

• Derivatives• Discretionary Investment Management• Dividends• Due Diligence for Mergers and Acquisitions• Economics• EMIR• Equities• Equity Capital Markets• Exchange Traded Funds (ETFs)• Finance of International Trade• Fixed Income• Foreign Exchange• Fund Management• Futures & Options• GDPR• Global Custody• Global Securities Operations• Hedge Funds• How to Construct and Run an RFP Process• Introduction to Operations• Introduction to the City• ISDA Agreements• IT in Investment Operations• Law Relating to Banking• Lifecycle of a Trade• London Stock Exchange Listing Rules• Macro Economics• Market Abuse• Market Data• Operational Risk• Pensions and Retirement Planning• Pension Income Options• Pension Transfers• Personal Taxation• Politically Exposed Persons• Portfolio Management• Portfolio Theory• Primary Markets and the IPO Process• Prime Brokerage• Private Banking• Product & Proposition Management• Project Management

• Regulation and Compliance• Regulation and Ethics• Risk in Financial Services• Risk Management• Securities• Securities and Investment• Securities and Settlements Operations• Senior Manager and Certification Regime• Strategic Investment Management• Structured Products• Suspicious Activity Reporting• Technical Analysis• The Takeover Code• Trade Processing• Trade Reporting• Transaction Reporting• Trusts• UK Financial Regulation• UK IFA Financial Markets• UK Listing Rules• UK Regulation and Professional Integrity• Understanding Options• Understanding the Bond Markets• Wealth Management• Investment Courses

- Funds- Management- Operations- Planning- Principles and Risk- Risk Measurement & Management

Our system replacement project was made so much easier by using Goodacre. Their consultants know the sector, the suppliers and which one was best for our firm. I would recommend them without ques-tion.- Leading Wealth Management Firm -- ”“

MANAGEMENT CONSULTANCY

WEALTH and ASSET MANAGEMENT

BANKING and CAPITAL MARKETS

Goodacre has been supporting the fi-nancial services sector for over 20 years. Whether you are a regulated investment com-pany or a service or system provider, we will have consultants that understand your busi-ness sector intimately. All of our resources have direct previous experience, can hit the ground running and will deliver on time and on budget.

PRACTICAL SUPPORT FROM SKILLED RESOURCES WHO HAVE ACTUALLY WORKED IN THE BUSINESS

Examples of areas covered include:

• Regulatory change and compliance• Business operational reviews and

recommendations• Redisigning operational models• Efficiencies through technology

transformation• Regulatory applications• Business acquisition and disposal• Risk management• Procedural documentation• Software design• Market research• Project and resource assessment• System implementation

Goodacre’s team understood our requirements straight away. Their consultants not only ensured that our regulatory obligations were met but also advised on the most appropriate FinTech solution. We were very pleased with the outcome- Leading Investment Management Company -”“

Typical and recent projects include:

• Acquisition and disposal ofauthorised firms

• Establishing new banks andinvestment companies

• Interim operational/settlementcover

• Identification and placement ofInvestment Managementresources

• Fund Management investmentsourcing

• Sales support and diarymanagement

GoodacreUK

GoodacreUK

GoodacreTraining

Goodacreuk.com

+44 (0) 20 7422 0063

training@goodacreuk.com

Goodacre UK80 Coleman StreetLondonEC2R 5BJ