Challenges, Differentiation, and Innovation In Financial Markets is a 2.5 day training course providing insight into how market participants trade, invest, route orders, seek liquidity and best execution, get market information, manage positions and risk, and clear & settle trades across different asset classes and in different geographies. Course participants will learn about the nuances of derivatives and other asset classes, market & reference data, corporate actions, trading and portfolio management systems, risk management, regulation and compliance, and securities processing. Unlike other capital markets training courses, we include metrics and profiles of leading commercial providers of data, applications, and services that are driving innovation and competitive differentiation in the financial markets.

Understanding the total landscape and structure of the capital markets is fundamental to develop top performers, whether you are a market participant or a service provider selling to this dynamic industry. This course will help attendees understand the evolution, current state, and likely future state of the front, middle, and back office along with actual and forecasted IT and services spending to confirm the key capabilities driving innovation, competitive differentiation, operational excellence, or regulatory compliance. As with all Cline Group training courses, we include extensive industry research, metrics, surveys, and views of the commercial landscape to make learning more pragmatic and insightful as to current and future industry trends. The detailed agenda, course curriculum, and outlines for each course segment of Challenges, Differentiation, and Innovation In Financial Markets is available for review here.

The course has been designed as a small group learning experience. To foster the best and most interactive learning experience possible, course attendance is limited to no more than 25 registrants at a given session. As with all Cline Group courses, founder and managing partner Bill Cline provides the instruction to ensure knowledgeable interaction with course participants regardless of level.

Regularly scheduled Challenges, Differentiation, and Innovation In Financial Markets courses are offered on the second Tuesday of most months in either midtown Manhattan in New York City or in the historic district of Charleston, SC. New York City is of course the financial capital of the world and a hub of economic and cultural activity, so there's always something exciting to do or see. The response to the Charleston courses has been particularly strong, a moderately priced destination that is a real treat for course participants to visit. Charleston is a notable tourist destination, with streets lined with grand live oaks draped with Spanish moss and many beautiful and historic pastel-colored homes and gardens. On the evenings of the first and second days, we host group dinners at top Charleston restaurants for all course attendees, allowing for discussion and interaction between instructor and course participants- and to have some fun!

We also offer the Challenges, Differentiation, and Innovation In Financial Markets course for individual companies conducted at the location of your choosing. This option can minimize travel related expenses for course attendees while at the same time fostering company-specific strategic and operational brainstorming through the group discussions. In this manner, the factual and predictive characteristics of our course can have an immediate impact on your business objectives as attendees apply lessons learned and insights gained in service to their individual company.

You can register for the scheduled Challenges, Differentiation, and Innovation In Financial Markets courses from the Schedule & Rates page of the site, and please contact us to discuss the prices and scheduling of dedicated or customized courses for your company at the location of your choosing worldwide.