R Programming for Finance Training Course

Target Audience

Senior leaders who require a practical understanding of AML/CTF frameworks and preventive measures, along with awareness of other pertinent and emerging Financial Crime challenges;

Course Delivery Method

The training integrates multiple approaches:

• Guided group discussions
• Presentation slides
• Real-world case studies
• Practical examples

Learning Objectives

Upon completing this course, participants will be equipped to:

• Describe methods for preventing AML and CTF activities
• Grasp the key components of AML and CTF as they relate to their organizations, alongside national and global initiatives aimed at combating these issues
• Outline strategies for companies and employees to mitigate risks associated with Money Laundering and Terrorist Financing
• Explain how organizations may attract Money Laundering and Terrorist Financing activities, and identify key 'red flags' to detect, prevent, and report suspicious or confirmed criminal behavior
• Gain insight into other significant 'hotspots' within Financial Crime

In this instructor-led, live training, participants will learn the key features of financial markets and how trading takes place in these markets. We start with an overview of financial markets and terminologies, trading lingo, and conventions used to describe their activites. Then we look at the why and how of investing in various types of financial instruments. Some of the specific topics include trading strategies, risk management and real-world case studies to examine the persons, institutions and strategies behind the investments in the financial markets.

Audience

• Business managers

Format of the course

• Part lecture, part discussion, and hands-on exercises

This introductory course offers participants a comprehensive and practical understanding of key financial markets, including their objectives, functions, primary activities, and regulatory frameworks. Designed as a blend of refresher, educational, and challenging content, it ensures that all delegates gain maximum value. Active feedback and discussion are encouraged throughout the interactive sessions, which go beyond mere facts to foster engagement.

Upon completion, delegates will be significantly better equipped to address client needs and contextualize the services and markets in which they trade and participate.

This instructor-led live training, held in Brazil (either online or onsite), is tailored for cloud administrators, cloud architects, technology leaders, and financial analysts who wish to record, manage, monitor, and process financial assets of an organization in the cloud.

By the end of this training, participants will be able to use FinOps practices in an organization to forecast costs, optimize processes, and perform financial management operations in the cloud.

This instructor-led, live training in Brazil (online or onsite) is aimed at intermediate-level finance professionals who wish to gain a comprehensive knowledge of FinOps principles and methodologies, including cloud financial management, optimization strategies, and collaboration among finance, engineering, and business teams.

By the end of this training, participants will be able to:

• Understand the FinOps framework, principles, and phases.
• Manage cloud costs effectively through data analysis and governance.
• Collaborate between finance, engineering, and business units to align cloud spend.
• Use FinOps tools for cost allocation, forecasting, and optimization.
• Prepare for the FinOps Certified FOCUS Analyst exam.

This instructor-led, live training in Brazil (online or on-site) is designed for advanced cloud financial management professionals who want to validate their expertise in financial operations (FinOps) related to cloud cost management.

By the end of this training, participants will be able to:

• Gain the advanced knowledge required for the FinOps Certified Professional exam.
• Understand complex FinOps practices, including cost optimization, budget management, and reporting.
• Develop practical skills in applying FinOps strategies in real-world scenarios.
• Prepare for a successful completion of the FinOps Certified Professional exam.

GnuCash is an open-source, cross-platform, double-entry accounting system designed for personal and small business finance management. It supports comprehensive accounting features including invoicing, expense tracking, reconciliation, and financial reporting. GnuCash integrates with online banking, supports multiple currencies, and allows exporting and importing in various data formats such as QIF, OFX, and CSV.

This instructor-led, live training (online or onsite) is aimed at beginner-level to intermediate-level business professionals who wish to manage and automate accounting, billing, and reporting processes using GnuCash effectively.

By the end of this training, participants will be able to:

• Install, configure, and customize GnuCash for business use.
• Set up business accounts and manage transactions using double-entry principles.
• Generate financial statements and reports for analysis and auditing.
• Integrate GnuCash with banks, external systems, and online data sources.
• Automate recurring transactions and manage multi-currency operations.

Format of the Course

• Interactive lecture and discussion.
• Practical exercises and real-world business examples.
• Hands-on configuration and data entry in a live-lab environment.

Course Customization Options

• To request a customized training for this course, please contact us to arrange.

Introduction to Structured Products

This course is designed to give participants a foundational introduction to the structured products utilized in investment banking. Upon completing the program, attendees will gain a practical understanding of the subject and be able to address the following questions:

1. What exactly are structured products?
2. Why are they issued?
3. What benefits do issuers and investors derive from them?
4. How can a range of derivative products be structured and priced?
5. What are the associated risks and costs of creating structured financial products?
6. What constitutes embedded derivatives?
7. What are exotic options?
8. What considerations are essential for pricing and hedging?

This instructor-led live training, available onsite or remotely, is tailored for accountants and bookkeepers who wish to utilize Xero for bookkeeping purposes.

By the end of this training, participants will be able to:

• Gain real-time visibility into cash flow.
• Connect bank accounts to Xero to facilitate bank reconciliation.
• Prepare and verify VAT (Value Added Tax) returns within Xero.
• Generate reports for easy sharing among team members.

This instructor-led, live training in Brazil (online or onsite) is aimed at beginner-level non-finance professionals who wish to have a foundational understanding of financial and accounting principles that are essential for effective decision-making in business.

By the end of this training, participants will be able to:

• Understand basic financial and accounting concepts that are essential for business decision-making.
• Interpret and analyze financial statements such as income statements, balance sheets, and cash flow statements.
• Apply key financial ratios to assess the financial health of a business.
• Develop and manage budgets and perform variance analysis to monitor business performance.
• Use break-even analysis to support operational and strategic decisions.

This instructor-led live training in Brazil (online or onsite) is aimed at developers who wish to use Open Bank Project API to develop and test decentralized applications that can be integrated easily with digital banking systems.

By the end of this training, participants will be able to:

• Set up the necessary development environment to start developing applications with OBP API.
• Understand the Open Bank Project architecture, technology, and concepts.
• Learn how to use and customize OBP API to develop and build applications for banking.
• Explore the features, tools, APIs, and sandboxes in OBP.
• Implement security and integrations in OBP API connectors and adapters.

Why should you attend?

We live and work in an increasingly global market which offers opportunities at every turn which we need to take. However, with those opportunities come increased competition and most of the complexities remain in place. Knowing the best ways to find and select the most suitable and competitive price for your product or services is crucial to the success and growth of any business. The knowledge, techniques and strategies that you gain during our training will enable you to increase profitability and effectiveness of your business.

Turning theory into practice:

The purpose behind this 1-day training course is to simplify and explain the successful strategies of pricing. You’ll leave our event more confident and more positive to continue and expand your business. We will provide you with the strategies and the best practice examples to improve and expand your knowledge about pricing and to make your plans and targets come true.

Who should attend?

This course is designed for sales managers, marketing managers, product managers, account managers, pricing analysts & managing directors. This course is also vital for executives who are new to pricing or who have limited experience of the subject.

This instructor-led, live training in Brazil (online or onsite) is targeted at application consultants and business process owners who wish to acquire skills in configuring business processes for the SAP S/4 HANA financials module.

By the conclusion of this training, participants will be able to:

• Understand the basic customizing settings in the main components of Financial Accounting with SAP S/4HANA.
• Configure the master data settings (G/L accounts, customer and vendor accounts) of FA with SAP S/4HANA.
• Configure document control, posting control, and financial document clearing settings of FA with SAP S/4HANA.

Audience

Format of the course

By the end of this training, participants will be able to:

In this instructor-led, live training, participants will learn how to manipulate and visualize data using the tools included in the Tidyverse.

The Tidyverse is a collection of versatile R packages for cleaning, processing, modeling, and visualizing data. Some of the packages included are: ggplot2, dplyr, tidyr, readr, purrr, and tibble.

• Beginners to the R language
• Beginners to data analysis and data visualization

• Part lecture, part discussion, exercises and heavy hands-on practice

• Perform data analysis and create appealing visualizations
• Draw useful conclusions from various datasets of sample data
• Filter, sort and summarize data to answer exploratory questions
• Turn processed data into informative line plots, bar plots, histograms
• Import and filter data from diverse data sources, including Excel, CSV, and SPSS files