TRAINING CATALOGUE Contact us for registration details at : www.evolv.lu Tel: (352) 20 60 1234 [email protected] Business and Finance Management and Leadership Healthcare and Softskills 2015 Contact us for registration details at : www.evolv.lu Tel: (352) 20 60 1234 [email protected] 2 FOREWORD Evolv was founded and approved by the Ministry of Education in Luxembourg in 2014. Our company is specialized in customized training development, consulting and translation services. Our two managing partners have a combined total of 50 years practical experience in training and banking operations management, with access to a dedicated network of professionals to help them offer solutions that are customized to our clients. We already have the privilege of working with some of the best known companies worldwide. Our clients engage us in a number of ways as partners and work collaboratively to achieve results they can measure. Our Priorities are to focus on our customers’ needs, be a highly effective, lean and fastmoving organisation. Get into the market, listen, observe and learn. We then focus on delivery and are always insatiably curious. We are now very proud to present our training catalogue with a servicing ambition to offer the best courses at the best price. Please feel free to contact us for any further details. Guy Maslin Fabian Longo Co-founder Managing Partner Co-founder Managing Partner Contact us for registration details at : www.evolv.lu Tel: (352) 20 60 1234 [email protected] 3 OUR CO-FOUNDERS Guy Maslin is a multilingual consultant and trainer, specialist in management and financial services. During approximately 30 years of practice in the banking industry, he operated, controlled and managed a large variety of financial services in multiple areas, as « Head of Operations », from securities settlement to tax and custody operations, investment funds administration and business outsourcing. Since 2001, Guy has focused on transferring his knowledge through the development and delivery of business training worldwide. Full details available on Linkedin. Contact details: Tel +352 661 661 914 / [email protected] Fabian Longo is a multilingual consultant and trainer, specialist in management and financial services. During approximately 20 years of practice in the banking industry, he operated, controlled and managed a large variety of financial services in multiple areas, as « Head of Corporate actions », from securities settlement to tax and custody operations, corporate actions, crisis management and business outsourcing. Since 2011, Fabian has focused on transferring his knowledge through the development and delivery of business training worldwide. Full details available on Linkedin. Contact details: Tel +352 661 661 915 / [email protected] Contact us for registration details at : www.evolv.lu Tel: (352) 20 60 1234 [email protected] 4 Our primary focus is designing, developing and delivering site-specific practical Banking operations, Financial, Soft skills, Healthcare and Management customized certified training. Our dedicated team of professionals and business partners include business and training specialists, certified coaches and sophrologists. Our courses are designed as comprehensive, exhaustive and customized modules delivered over one day, certified programmes over several days, or half-day « booster » sessions if time is limited. We adapt to your needs. OUR COURSES ARE AVAILABLE IN • • • • • English and French Multiple countries worldwide « Booster » sessions (4 hours) « In depth » modules or programmes (up to 4 days) « Customized » sessions (tailored to your specific needs) OUR METHODOLOGY IS PRACTICAL • • • • Participatory and practical simulations Real life exercises and coaching sessions Open discussions and interactions Self assessments and reflections OUR TRAINERS ARE SELECTED PROFESSIONALS • • • • Operational experts Middle and senior managers HR specialists Certified coaches and sophrologists Contact us for registration details at : www.evolv.lu Tel: (352) 20 60 1234 [email protected] 5 TIMING AND OPTION ARE OUR CUSTOMERS’ CHOICE • « Booster » option 4-hour short and intense sessions if time is limited. • « Module » option 1 to 3-day in-depth customized modules and simulations. • « Programme » option 4-day certified training programmes on banking operations, including a variety of practical exercises and simulations. Training concluded by an exam (with multiple choices) and a certification. All sessions can be customized according to our customers’ specific needs. THE BENEFITS OF OUR TRAININGS • On-site training according to customer’s availabilities • Practical simulation-based methodology • Customized modules and programmes with a flexible timing • Consolidation of energies and staff performance boosting • Very competitive pricing • Access to financial support (Luxembourg co-funding Law) Contact us for registration details at : www.evolv.lu Tel: (352) 20 60 1234 [email protected] 6 p08 BUSINESS AND FINANCE Business Modules Operations fundamentals p10 Issuing securities p11 Clearing and settlement p12 Income events p13 Corporate actions p14 Securities lending and borrowing, repo and collateral management p15 Operational risks p16 Anti-money laundering and counter terrorism financing p17 Business Programmes Banking Operations Programme (BOP) p18 Advanced Banking Operations Programme (ABOP) p19 MANAGEMENT AND LEADERSHIP p20 Influencing techniques p22 Delegating successfully p23 Team building p24 Running appraisals p25 Leadership and team management p26 Coaching p27 HEALTHCARE AND SOFTSKILLS p28 Personal effectiveness p30 Intercultural communication p31 Interviewing and recruiting people p32 Stress management p33 Running effective meetings p34 Presentation skills p35 Contact us for registration details at : www.evolv.lu Tel: (352) 20 60 1234 [email protected] 7 Business and Finance Contact us for registration details at : www.evolv.lu Tel: (352) 20 60 1234 [email protected] 8 BUSINESS AND FINANCIAL TRAINING Simulation-based, unique and cost-effective courses will develop your technical skills. A combined total of 50 years experience in training and banking operations management is the foundation of Evolv's services. Our practical experience-based approach has been developed over years of training around the world. Our competency assurance and training modules or programmes prepare your workforce to perform their job safely and with confidence. • Operations fundamentals • Issuing securities • Clearing and settlement • Income events • Corporate actions • Securities lending and borrowing, repo, collateral management • Operational risks • Anti-money laundering and counter terrorism financing Programmes • Banking operations (BOP) • Advanced banking operations (ABOP) Contact us for registration details at : www.evolv.lu Tel: (352) 20 60 1234 [email protected] 9 BUSINESS AND FINANCIAL TRAINING Operations fundamentals Best-seller Description As an introduction course, Evolv proposes an overview of the financial business fundamentals and the entire operational processing, from a bank account opening to assets servicing, repurchase agreements and the related collateral management concepts. Content Overview of : • • • • • • • Market players Financial instruments Trading Clearing and settlement Back office activities incl. corporate actions Cash management Derivatives and more… Audience Highly appreciated by individuals who are finalising or finalised a university degree, back-office operators and IT developers. Min. experience : 6 months. Learning objective Develop overall understanding of operations practices. Contact us for registration details at : www.evolv.lu Tel: (352) 20 60 1234 [email protected] 10 Level : basic/intermediate Duration : 2 days Simulations (optional) : +1 day 7 BUSINESS AND FINANCIAL TRAINING Issuing securities Description Companies are issuing securities (equities or bonds) in order to acquire money. These securities will be sold for the first time on a market, to the public and must therefore be issued and registered. The new European Central Bank requirements will also lead to changes. Content Review of : • • • • • • • • Acceptance process Distribution CSDs/ICSDs ISIN codes allocation Syndication process IPO Vaults management Market players CSK/CSP and more… Audience Highly appreciated by back-office operators and IT developers. Operations fundamentals is recommended as a pre-requesite. Min. experience : 1 year. Learning objective Level : advanced Duration : 1 day Simulations (optional) : +1 day Master securities issuance processes. Contact us for registration details at : www.evolv.lu Tel: (352) 20 60 1234 [email protected] 11 7 BUSINESS AND FINANCIAL TRAINING Clearing and settlement Description Starting with the trading, essential to buy or sell securities, its related processes to clear and settle are fundamental in the financial markets. Transactions are then recorded and submitted to clearing agencies (review of the entire Clearing and settlement processing chain for equities and bonds through local and international markets - (I)CSDs). Content Review of : • • • • • • • • Trading overview Middle office overview Clearing and Settlement Swift standards Matching rules Registration procedure Settlement types Target 2 Securities and more… Audience Highly appreciated by back-office operators and IT developers. Operations fundamentals is recommended as a pre-requesite. Min. experience : 1 year. Learning objective Master settlement processes and mechanisms. Contact us for registration details at : www.evolv.lu Tel: (352) 20 60 1234 [email protected] 12 Level : advanced Duration : 1 day Simulations (optional) : +1 day 7 BUSINESS AND FINANCIAL TRAINING Income events Description Companies are paying interests on bonds and distribute part of their profits to the shareholders via a dividend. Ensuring the collection of the correct amounts requires the understanding of entitlement concepts together with the ability to calculate the related interests (calculation methods and conventions). Content Review of : • • • • • • • Dividend and interest entitlement rules Redemption types Income events process flows Compensation rules Payment defaults Tax impacts (I)CSDs perspective and more… Audience Highly appreciated by back-office operators and IT developers. Operations fundamentals is recommended as a pre-requesite. Min. experience : 1 year. Learning objective Level : advanced Duration : 1 day Simulations (optional) : +1 day Master income processes. Contact us for registration details at : www.evolv.lu Tel: (352) 20 60 1234 [email protected] 13 7 BUSINESS AND FINANCIAL TRAINING Corporate actions Description Companies adapt themselves to the market changes which also impact their financial situation. This might lead to dramatic changes affecting their shareholders as well as their bondholders. These events are very sensitive and must be properly and timely handled in order to avoid any potential disruptions or losses. Content Review of : • • • • • • • • Typical events review Information management Corporate actions process flows Deadlines management Risks and controls Instructions lifecycle Swift ISO standards (I)CSDs perspective and more… Audience Highly appreciated by back-office operators and IT developers. Operations fundamentals is recommended as a pre-requesite. Min. experience : 1 year. Learning objective Understand corporate actions end-to-end process. Contact us for registration details at : www.evolv.lu Tel: (352) 20 60 1234 [email protected] 14 Level : advanced Duration : 1 day Simulations (optional) : +1 day 7 BUSINESS AND FINANCIAL TRAINING Securities lending, repo, collateral mgt Description Securities lending is key to providing liquidity for the market by facilitating price formation and high settlement achievements helping the financial markets, CSDs and ICSDs operating efficiently. Nowadays, and especially since 2008, repurchase agreements (repos) are being more frequently used as they offer a safer way to lend and borrow money. For cash lenders it offers a safer investment due to collateralization, and for borrowers, it offers a cheaper source of funding at a better rate with reduced risks. Content Review of : • • • • Lending and borrowing techniques Repurchase agreements Triparty repurchase agreements Collateral management tools and techniques and more… Audience Highly appreciated by back-office operators and IT developers. Operations fundamentals is recommended as a pre-requesite. Min. experience : 1 year. Level : advanced Duration : 1 day Simulations (optional) : +1 day Learning objective Understand the products mechanics. Contact us for registration details at : www.evolv.lu Tel: (352) 20 60 1234 [email protected] 15 7 BUSINESS AND FINANCIAL TRAINING Operational risks Recommended Description Companies are constantly exposed to Operational risks, nonetheless, manageable as to keep losses within some level of risk tolerance (Basel II). This course will provide participants with all necessary tools to develop and implement efficient control mechanisms that help to prevent operational risks. It will also illustrate how to implement IT solutions (straight-through processing). Content Review of : • • • • • • • Identification of operational risks Business impacts and models Control tools Documentation and messaging claims and incidents analysis Risks mitigation techniques Systems and more… Audience Highly appreciated by back-office operators and IT developers. Operations fundamentals is recommended as a pre-requesite. Min. experience : 1 year. Level : advanced Duration : 1 day Simulations (optional) : +1 day Learning objective Develop risks awareness and optimize controls. Contact us for registration details at : www.evolv.lu Tel: (352) 20 60 1234 [email protected] 16 7 BUSINESS AND FINANCIAL TRAINING Anti-money laundering and CTF Recommended Description Preventing money laundering and terrorist financing is a key responsibility of all professionals of the financial sector. It is in some countries even a legal obligation to attend a course in anti-money laundering once a year. This course provides participants with the information and training that they require to combat money laundering and terrorist financing effectively. The training includes the most recent regulatory and legal changes. Content Overview of : • • • • • Regulatory framework Typical money laundering techniques KYC rules Obligations and duties Identification of frauds and more… Audience Adapted to all participants, mainly from the banking and insurance sectors. No prerequesite required to attend this training. Learning objective Understand or refresh on AML and CTF rules. Level : all Duration : 1 day Contact us for registration details at : www.evolv.lu Tel: (352) 20 60 1234 [email protected] 17 7 BUSINESS AND FINANCIAL TRAINING Banking Operations (BOP) Recommended Description Certification As an entry business programme, Evolv proposes a description of the financial business back-office (Operations) activities and their entire operational processing. This programme is a summary, basic/intermediate levels, of all business modules available in our training catalogue. Content Review of : • • • • • • • Market players and financial instruments Trading overview, front and middle office Back-office activities • Issuing securities bonds syndicate and equities IPO • Clearing and settlement • Corporate actions and taxes… Cash management and treasury Lending and borrowing, repo, collateral management Operational risks Anti-money laundering and more… Audience Highly appreciated by individuals who are finalising or finalised a university degree, back-office operators and IT developers. Level : basic and intermediate Duration : 4 days Exam and certification (optional) Min. experience : 6 months. Learning objective Better understanding of back-office operations. Contact us for registration details at : www.evolv.lu Tel: (352) 20 60 1234 [email protected] 18 7 BUSINESS AND FINANCIAL TRAINING Advanced Banking Operations (ABOP) Recommended Description Certification As an advanced business programme, Evolv proposes a simulation-based description of the financial business back-office (Operations) activities and their entire operational processing. This programme is an advanced review, based on practical exercises, of all business modules available in our training catalogue. Content The programme starts with a refresh of BOP and develops all content through practical real-life simulations of : • • • • • • • • Trading Middle office Back-office activities Clearing and settlement Income and corporate actions Cash management and treasury Lending and borrowing, repo, collateral management Operational risks and more… Audience Highly appreciated by back-office operators and IT developers. Operations fundamentals or Banking Operations programme (BOP) are recommended as a prerequesite. Level : advanced Duration : 4 days Exam and certification (optional) Min. experience : 1 year. Learning objective Practical understanding of back-office operations. Contact us for registration details at : www.evolv.lu Tel: (352) 20 60 1234 [email protected] 19 7 Business Business Finance Finance Management Management and Leadership Soft skills instructior Healthcare eum. Contact us for registration details at : www.evolv.lu Tel: (352) 20 60 1234 [email protected] 20 MANAGEMENT AND LEADERSHIP TRAINING Will make a measurable difference to your performance. Leadership and coaching training will enable you to meet the challenges of your managerial role. Our Management and Leadership training programme focuses on developing managerial and leadership excellence. Driven by leading thinkers and honed according to the needs of the market and our clients, our training boosts management skills and promotes development. • Influencing techniques • Delegating successfully • Team building • Running appraisals • Leadership and team management • Coaching Contact us for registration details at : www.evolv.lu Tel: (352) 20 60 1234 [email protected] 21 MANAGEMENT AND LEADERSHIP TRAINING Influencing techniques Description This course addresses the most popular areas of influence and leadership, through interpersonal effectiveness, by learning how to work more successfully with those around you, being people you manage, colleagues, business partners or customers. Content Review of : • • • • • • • Effective communication Confidence increase Impact assessment Profiling Effective listening and questioning Feedback management Difficult situations and conflict management and more… Audience This course is relevant to front line managers/team leaders/supervisors in the banking, servicing and manufacturing industries who have to manage teams or deal with wide ranging issues on a daily basis. Learning objective Build confidence and effective communication. Level : all Duration : 1 day Simulations (included) Contact us for registration details at : www.evolv.lu Tel: (352) 20 60 1234 [email protected] 22 7 MANAGEMENT AND LEADERSHIP TRAINING Delegating successfully Description This course combines all the necessary tools to understand the importance of making sure that task delegation is handled in a professional and supportive manner. Content Review of : • • • • • • • Barriers solving Delegation process steps Appointing right delegates Mistakes managers make Monitoring progress Minimizing risks Praising and rewarding and more… Audience This course is relevant to anybody in the banking, servicing and manufacturing industries who have to organize work distribution or deal with wide ranging issues on a daily basis. Learning objective Improve effective delegation and results measurement. Level : all Duration : 1 day Simulations (included) Contact us for registration details at : www.evolv.lu Tel: (352) 20 60 1234 [email protected] 23 7 MANAGEMENT AND LEADERSHIP TRAINING Team building Description The current economic situation requires perpetual changes affecting people and teams. In order to address this, no one could rely on a single person, having efficient teams in place is key but not easy to do. Content Review of : • • • • • • • • • • Understand the team dynamics Roles in a team Effective communication Motivation at work Working in team Empowerment Problem solving Performance measurement Progress tracking Change management and more… Audience This course is relevant to front line managers/team leaders/supervisors in the banking, servicing and manufacturing industries who have to develop teams or deal with wide ranging issues on a daily basis. Level : all Duration : 1 day Simulations (included) Learning objective Build efficient and motivated teams. Contact us for registration details at : www.evolv.lu Tel: (352) 20 60 1234 [email protected] 24 7 MANAGEMENT AND LEADERSHIP TRAINING Running appraisals Description All managers know about the appraisal time. A good management can alleviate this work and facilitate the interview season. This course aims at identifying the benefits of appraisals and regular reviews. It allows the participants to learn the required skills for holding effective appraisal meetings. Content Review of : • • • • • • • Drafting of appraisals Questioning and listening skills Motivational feedback Handling uncooperation Identifying causes of poor performance and solutions Bilateral (360°) assessment Targets setting and review and more… Audience This course is relevant to front line managers/team leaders/supervisors in the banking, servicing and manufacturing industries who carry out staff appraisals. The course is suited to those who are new to appraisals or have limited experience in this area. Level : all Duration : 1 day Simulations (included) Learning objective Master the appraisals end-to-end process. Contact us for registration details at : www.evolv.lu Tel: (352) 20 60 1234 [email protected] 25 7 MANAGEMENT AND LEADERSHIP TRAINING Leadership and team management Recommended Description This course covers the key skills and personal qualities needed to become an effective leader/manager. Participants will learn ways to lead, organise and motivate so that their team achieve outstanding performance and expected results. Content Review of : • • • • • • • • • Review team dynamics Building a team Successful leadership Defining targets Cooperative hints Improving standards Empowerment Developing and rewarding people Efficient management and more… Audience This course is relevant to front line managers/team leaders/supervisors with low to medium experience, who do need to provide leadership to their team. Delegates will complete a Belbin Team Role questionnaire (self-Perception Inventory tests remaining valid, in average, for two years). Learning objective Reinforce team spirit, commitment, motivation. Contact us for registration details at : www.evolv.lu Tel: (352) 20 60 1234 [email protected] 26 Level : all Duration : 1 day Simulations (included) 7 MANAGEMENT AND LEADERSHIP TRAINING Coaching Description An effective coaching is a key of success in team management. Our professional and certified coaches give the fundamentals of coaching in order to better support and develop team members. Content Review of : • • • • • Coaching tools Methodology Potential development Performance increase Motivation and more… Audience This course is relevant to front line managers/team leaders/supervisors who want to manage by coaching. Learning objective Support, motivate and develop team members. Level : all Duration : 1 day Simulations (included) Contact us for registration details at : www.evolv.lu Tel: (352) 20 60 1234 [email protected] 27 7 Healthcare and Softskills Contact us for registration details at : www.evolv.lu Tel: (352) 20 60 1234 [email protected] 28 HEALTHCARE AND SOFTSKILLS TRAINING Will nurture your expertise as well as your mental and physical health. Your work ethic, your attitude, your motivation, your performance, your communication skills, your emotional intelligence and a whole host of other personal attributes are the soft skills that are crucial for career success. Soft skills are increasingly becoming the hard skills of today's workforce. It's just not enough to be highly trained in technical skills, without developing the softer, interpersonal and relationship-building skills that help people to communicate and collaborate effectively. • Personal effectiveness • Intercultural communication • Interviewing and recruiting people • Stress management • Running effective meetings • Presentation skills Contact us for registration details at : www.evolv.lu Tel: (352) 20 60 1234 [email protected] 29 HEALTHCARE AND SOFTSKILLS TRAINING Personal effectiveness Recommended Description This course covers the importance of time and priority management, types of time wasters, and recommended methodologies to optimize our use of time. Content Review of : • • • • • • • • Time and priority management Effective planning Assertiveness Productivity increase Problem solving Time wasters overcome Meeting management Dealing with stress and overload and more… Audience Suitable for individuals who are looking to be more effective in managing time and priorities in order to increase their productivity. Learning objective Optimize the use of time and productivity or efficiency. Level : all Duration : 1 day Simulations (included) Contact us for registration details at : www.evolv.lu Tel: (352) 20 60 1234 [email protected] 30 7 HEALTHCARE AND SOFTSKILLS TRAINING Intercultural communication Description This course provides participants with a precise understanding of the cultural differences that impact them in the workplace. Content Review of : • • • • • How to manage cultural differencies Avoid conflicts Communication between various cultures Review of cultural types Perception and more… Audience Suitable for individuals working in a multicultural environment, who need to better manage the challenges of intercultural communication. Learning objective Optimize mutlicultural relationships at work and with customers. Level : all Duration : 1 day Simulations (included) Contact us for registration details at : www.evolv.lu Tel: (352) 20 60 1234 [email protected] 31 7 HEALTHCARE AND SOFTSKILLS TRAINING Interviewing and recruiting people Description Hiring the right staff has always been and always will be vital. This course trains your recruiters to conduct successful interviews and find the right candidate for the job. Content Review of : • • • • • • Writing a clear job profile Interviewing techniques Finding the cultural fit and behaviour Do’s and Dont’s Body language communication Emotional aspects and more… Audience Suitable for individuals who have not updated their interview technique in the last 2 years or haven’t had any formal training in recruitment procedure. Learning objective Perform an efficient recruitment and identify the right candidate. Level : all Duration : 1 day Simulations (included) Contact us for registration details at : www.evolv.lu Tel: (352) 20 60 1234 [email protected] 32 7 HEALTHCARE AND SOFTSKILLS TRAINING Stress management Recommended Description Competition and demands on teams have increased some workplace stress up to excessive levels. This may result in a negative impact on performance and people’s health (increased absenteeism, burnout,…). Content Review of : • • • • • Causes of stress identification Solutioning Stress at personal level Stress at team/management level Meditation and more… Audience Suitable for individuals who want to understand how to better manage stress as individuals or in a team. Learning objective Our professional certified coaches help participants to work alone and with their teams on the causes of stress, elaborating on solutions helping them to return to an acceptable stress level. Level : all Duration : 1 day Simulations (included) Contact us for registration details at : www.evolv.lu Tel: (352) 20 60 1234 [email protected] 33 7 HEALTHCARE AND SOFTSKILLS TRAINING Running effective meetings Description Running or chairing effective meetings need structure and methodology, translating into objectives, agenda and preparation. Content Review of : • • • • • Structured approach to meeting management Effective planning Writing of minutes Meeting organization Introduction to presentation skills and more… Audience Suitable for individuals who chair, organise and participate in meetings. Learning objective Receive all necessary tools to hold productive meetings, through performance assessments. Level : all Duration : 1 day Simulations (included) Contact us for registration details at : www.evolv.lu Tel: (352) 20 60 1234 [email protected] 34 7 HEALTHCARE AND SOFTSKILLS TRAINING Presentation skills Description Interactive course for anyone who wants or needs to deliver effective presentations. Content Review of : • • • • • Skills and techniques required to create presentations Understanding and interacting with the audience Working with visual aids Influencing Managing difficult participants and more… Audience Suitable for individuals who need to improve their presentation skills, or aim to become effective presenters. Learning objective Deliver effective and impactful presentations, convicing the audience. A second day focusing on individual delivery techniques and presentations with personal performance assessment is recommended. Level : all Duration : 1 day Simulations (optional) : +1 day Contact us for registration details at : www.evolv.lu Tel: (352) 20 60 1234 [email protected] 35 7 evolv 2015 TRAINING CATALOGUE 22, rue de l'Industrie L-8399 Windhof Tel (352) 20 60 1234 www.evolv.lu [email protected]
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