Course Agenda

Session 1
What is volatility and how does it impact your functional roles – around 1 hour

 Probability curves, Sigma & Fat-tail risk
 2018 volatility re-awakening and the new “crisis alpha” paradigm
 Applying the VUCA model to client relations
• Volatility - Fast, unpredictable changes, without clear patterns or trends
• Uncertainty - Frequent, disruptive changes, marked by non-linear action
• Complexity - Multiple, Technology, Society, Geopolitical
• Ambiguity - Little clarity on what is real or true


Session 2
Improving performance using market timing and risk management – around 1 hour

 Behavioural Technical Analysis
• Crowd psychology
• The cycle of emotions
• Cognitive biases

 Market Timing
• Dynamic market states
• Trend-following vs. mean-reversion
• Using basic indicator strategies

 Risk Management
• A world of managed risk-returns
• Scenario planning & mistake analysis
• Risk strategies, including trailing stops, diversification and hedging


Session 3
Interactive role-play and case-study work – around 1 hour

 Re-positioning a value proposition with clients and their portfolio management
 Volatility related risks and how to overcome behavioural mistakes
 Case-study work based on delegates experiences with client relations

Our Tailored Learning Offering

Do you have five or more people interested in attending this course? Do you want to tailor it to meet your company’s exact requirements? If you’d like to do either of these, we can bring this course to your company’s office. You could even save up to 50% on the cost of sending delegates to a public course and dramatically increase your ROI.

If you want to run this course at a location convenient to you or if you want a completely customised learning solution, we can help.

We produce learning solutions that are completely unique to your business. We’ll guide you through the whole process, from the initial consultancy to evaluating the success of the full learning experience. Our learning specialists ensure you get the maximum return on your training investment.

We have a combined experience of over 60 years providing learning solutions to the world’s major organisations and are privileged to have contributed to their success. We view our clients as partners and focus on understanding the needs of each organisation we work with to tailor learning solutions to specific requirements.

We are proud of our record of customer satisfaction. Here is why you should choose us to help you achieve your goals and accelerate your career:

• Quality – our clients consistently rate our performance ‘excellent’ or ‘outstanding’. Our average overall score awarded to us by our clients is nine out of ten.
• Track record – we have delivered training solutions for 95% of worlds’ top 100 banks and have trained over 250,000 professionals.
• Knowledge – our 150 strong team of industry specialist trainers are world leading financial leaders and commentators, ensuring our knowledge base is second to none.
• Reliability – if we promise it, we deliver it. We have delivered over 20,000 events both in person and online, using simultaneous translation to delegates from over 180 countries.
• Recognition – we are accredited by the British Accreditation Council and the CPD Certification Service. In an independent review by Feefo we scored 96% on service and 95% on product