American Financial Services is pleased to announce
our curriculum of programs to be held in 2012. The curriculum includes
11 of our most requested seminars:
Introduction To
Securities & Markets
The Introduction To Securities & Markets Seminar was developed
to give the attendee an introductory knowledge of the public securities
available in today's fast-paced markets, where these securities
are traded, and some of the trading techniques used in conjunction
with these instruments.
Advanced Securities
& Markets
The Advanced Securities & Markets Seminar is designed to give
the attendee an advanced, thorough knowledge of some of the more
complex public securities available in today's fast-paced markets
as well as some of the trading techniques used in conjunction with
these instruments.
Fixed Income
Calculations & Principles
The Fixed Income Calculations & Principles Seminar is designed
to give the attendee an in-depth knowledge of all the fundamentals
that apply to this vast securities marketplace. The massive holding
of all types of fixed income products has greatly increased the
demands on accounting, operations and systems professionals. This
seminar will help the attendee gain a thorough and deep understanding
of all the calculations and concepts that apply to the bond markets,
why they are important to portfolio management, as well as the accounting
and systems concerns that pertain to them.
Securities
Operations, Processing & Accounting
The Securities Operations, Processing & Accounting Seminar was
created to address securities operations, processing and accounting
for both buy side and sell side participants in the financial marketplace.
We begin with an examination of the types of organizations that
make up the "market" and then review the major products
and their related processing requirements. The transaction lifecycle
is followed in its entirety from order management through portfolio
management. Since the United States and Canada continue to push
for a one-day settlement cycle, there will be a thorough review
that includes issues such as risk management and straight through
processing issues on the road to T+1.
Mortgage &
Asset Backed Securities
The Mortgage & Asset Backed Securities Seminar is designed to
give the attendee an in-depth knowledge of these securities. The
marketplace for these instruments and their derivatives has grown
tremendously in the past decade increasing the complexity of these
securities. This seminar will help the attendee gain a thorough
understanding of how these instruments are structured, why they
behave the way they do and the accounting and systems concerns which
pertain to them.
Derivatives
The Derivatives Seminar is designed to give the attendee an in-depth
knowledge of these securities. The rapid increase in the use of
these instruments among institutional investors has greatly increased
the demands on accounting and systems professionals. This seminar
will help the attendee gain a thorough understanding of how these
securities are structured, why they are important to portfolio management
and the accounting and systems concerns which pertain to them.
Preventing Investment
Fraud Seminar
The Preventing Investment Fraud Seminar was designed to give the
attendee all the knowledge necessary to better prevent fraudulent
activities in an institutional investor environment. During the
past 25 years there have been countless financial scandals involving
all sorts of individuals and incorporating a vast array of methods.
Although the title of the course includes “auditing”
it is appropriate for anyone seeking a background on what has gone
wrong in the financial markets during recent history. This program
was developed for the sole purpose of preventing any of these frauds
from occurring within your organization. This seminar will give
the attendee a thorough understanding of every weakness within the
investment department and the clues to look for to uncover any scheme
before it becomes ruinous.
Corporate
Actions
The Corporate Actions Seminar is designed to give attendees an in-depth
knowledge of this often, complex process. The marketplace for complex
instruments and their derivatives has grown tremendously in the
past two decades and this growth has caused a great increase in
unique events that impact investor processing of information. This
seminar will help the attendee gain a thorough understanding of
how not only the events institutions need to be prepared for, but
why they occur when and how they do and the accounting and systems
concerns which pertain to all types of corporate actions.
Alternative
Investments
The Alternative Investments Seminar is designed to give attendees
an in-depth knowledge of this fast growing asset class. The marketplace
for alternative investment opportunities has grown tremendously
in the past decade and this growth has caused a great increase in
the complexity of these instruments. This seminar will help the
attendee gain a thorough understanding of how these instruments
are structured, why they behave the way they do and the accounting
and systems concerns which pertain to them.
Distressed
Securities
The Distressed Securities Seminar is designed to give attendees
an in-depth knowledge of these problematic securities. The amount
of these type of instruments has grown tremendously in the past
three years and this growth has caused a great increase in the complexity
in dealing properly with these investments. This seminar will help
the attendee gain a thorough understanding of how these instruments
were structured, why they are behaving the way they are and the
accounting and systems concerns which pertain to them.
Treasury
Management & Operations
The Treasury Management & Operations Seminar is designed to
give attendees an in-depth knowledge of the daily operation of the
corporate treasury function. The function of the treasury operations
is vital to any institutional investor and this program is designed
to give any staff member insight, understanding and the ability
to interact with this department more efficiently.
CMO, ABS & CMBS
Securities
The marketplace for these instruments and their derivatives has
grown tremendously in the past decade and this growth has caused
a great increase in the complexity of these securities. The session
will help the attendee gain a thorough understanding of how these
instruments are structured, why they behave the way they do and
the accounting and systems concerns which pertain to them.
Private Placements
& Restricted Securities
The Private Placements & Restricted Securities Seminar is developed
to give the attendee an introductory knowledge of these private
securities. The marketplace for private placement securities has
grown tremendously over the past decade, causing a great increase
in the complexity of these instruments. This course will help the
person attending gain an understanding of how private placements
and restricted securities are structured and how they behave.
Schedule "D"
2012
The Schedule "D" 2012 Seminar is designed to give the
attendee a thorough understanding of this insurance regulatory report.
The attendee will gain a broad understanding of the reports and
statutory regulations which apply to it. Each section will be analyzed
with the instructor guiding the class as to the accounting and rules
pertaining to the appropriate areas.
Swaps & Swap Derivatives
The Swaps & Swap Derivatives Seminar is designed to give the
attendee an in-depth knowledge of these securities. The rapid increase
in the use of these instruments among institutional investors has
greatly increased the demands on accounting and systems professionals.
This session will help the attendee gain a thorough understanding
of how these securities are structured, why they are important to
portfolio management, and the accounting, audit and systems concerns
which pertain to them.
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