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VAT on Virtual and Online Programmes

VAT is applicable on virtual programmes to delegates attending from the UK*. If participating from the EU, a valid VAT number is required to ensure VAT will not be charged under the reverse charge mechanism. VAT is not applicable to attendees from all other countries.
*For virtual courses ran through our Asia office, VAT may be applicable to HK and Singapore residents only. Find out more by contacting learning@euromoney.com

 

Claiming Back Your VAT

All attendees of a London based course incur VAT as a part of the cost of attendance.

Euromoney Learning have partnered with VAT IT to allow you the unique opportunity to recoup the VAT incurred.

Using VAT IT's extensive experience and simple sign-up and refund process, every invoice can be turned into cash for your business.


Claim the VAT that's rightfully yours in four simple steps:

1. Register your interest

2. Sign a few simple documents

3. VAT IT processes your claim

4. Receive your refund




Why choose VAT IT 

VAT IT have spent two decades identifying, researching and perfecting the foreign VAT Reclaim process and built the best back end technology in the industry. By partnering with Euromoney Learning, we can provide you with a fast and effective way to reclaim your VAT which helps reduce the cost of your training.

VAT IT will charge a percentage of the VAT refund if/when it is successful. 


Can I claim back the VAT myself?

You can claim back VAT directly from the UK Tax Authority (HMRC) by completing the following form. 
For European clients, please refer to form VAT 65
All other clients, please refer to form VAT 65A.

 

You may also be able to claim back your VAT against courses taking place outside of the UK, and we would recommend contacting VAT IT, our specialist partner, to discuss how to do this.

The Investment Athlete Bootcamp

  • Course Overview

    The Investment Athlete Bootcamp (IAB) is the most intense 4-day training in designing a behaviorally optimized investment process. Participants will work on configuring an optimal environment to take the most rational investment decisions.

    We are living in an age of hyper-complexity & hyper-competition. Learning to master the mindset while integrating AI in an ethical and sustainable way, is key for meeting investment objectives today. In short, investment professionals need to optimise all influencing factors to their advantage, just like professional athletes do.

    The bootcamp reviews in detail the latest developments and best practices on how to integrate human and artificial intelligence. Participants will work on how to enhance their own development path and their work environment to facilitate rational investment decisions. Participants will also learn how to design investment teams and the investment process to support their rational decision making.

    Learning Outcomes
    • After attending this bootcamp you will know how to:
    • Design your personal development path as an investment professional
    • Build optimally configured and incentivized investment teams
    • Create a work environment that supports rational decision making
    • Design a choice architecture
    • Align investment philosophy, principles, and strategy
    • Integrate human and artificial intelligence in the decision design of an investment process
    • Embed latest asset allocation methods in an optimal decision design
    Who Should Attend?

     

    This programme is designed for investment professionals of various profiles, like portfolio managers, risk managers, analysts and private bankers that rely on rational decisions to succeed. This programme is ideal for participants with a knowledge of the fundamentals of asset allocation theory, behavioral finance and artificial intelligence-based methods in investment management.

     

  • Day One: THE INDIVIDUAL

    Session 1 / Morning: Best Practices in Being the Best Investment Professional Possible
    • What is the half-life of financial knowledge?
    • Taxonomy of investment management skills & glorification of change
    • What are the relevant technical and non-technical skills for 21 different profiles across 70 competencies?
    • Measuring and interpreting proficiency levels of relevant skills
    • Upskilling techniques for relevant skills
    • Ambiguity tolerance & peak performance

    Session 2 / Afternoon: Deliberate Practice
    Exercise (in syndicates): Assess your own half-life of financial knowledge. Design your personal development path to deepen the proficiency of your relevant investment management skills.
    Reflection on your personal lessons learned.


    Day Two: THE TEAM

    Session 1 / Morning: Best Practices in Configuring Your Investment Team
    • Optimal size, configuration and collaboration of investment teams
    • Maximizing cognitive diversity for high performance investment teams
    • Training joint decision making under uncertainty
    • Effective heuristics for creative and critical thinking in teams
    • Introduction of simple rules
    • Alignment of incentive systems

    Session 2 / Afternoon: Deliberate Practice
    Exercise (in syndicates): Assess your own team configuration and collaboration at work. Come up with a proposal of how to work in best practices at your own team.
    Reflection on your personal lessons learned.


    Day Three: THE CHOICE ARCHITECTURE

    Session 1 / Morning: Best Practices in Configuring Your Investment Process
    • What is an investment decision support system?
    • How to align investment philosophy, principles and strategy?
    • How to integrate human and artificial intelligence in the decision design of an investment process
    • Integrating latest asset allocation methods in an optimal decision design

    Session 2 / Afternoon: Deliberate Practice
    Exercise (in syndicates): Assess how your own investment support system is designed. Come up with a proposal of how to work in best practices in your own case.
    Reflection on your personal lessons learned.


    Day Four: THE SIMULATION

    Session 1 + 2 / Test Your Lessons Learned
    • A full day of a round-based simulation of the personal lessons learned to test their practicability


  • 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 – 10/10 of the world’s largest banks have chosen us as there training provider and we have delivered training across the largest banks and have trained over 25,000 professionals.
    • Knowledge – our 100+ 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 25,000 events both in person and online, using simultaneous translation to delegates from over 99 countries.
    • Recognition – we are accredited by the British Accreditation Council and the CPD Certification Service. In an independent review by Feefo we scored 4.2/5 on service and 4.7/5 on Coursecheck
This course can be run as an In-house or Tailored Learning programme

Instructor

  • Markus Schuller

    Biography

    Markus Schuller is an expert in Behavioral Design for professional investment processes. The use of innovative skill and decision management solutions enables investment professionals to effectively integrate human intelligence and artificial intelligence in an ethical and sustainable way, guiding them to performance excellence. As an investment banker, adjunct professor and author, Markus looks back at 20+ rewarding years of trading, structuring, and managing standard and alternative investment products. Prior to founding his own company, Markus worked in executive roles for a long/short equity hedge fund for which he developed the trading algorithm. He started his career working as equity trader, derivatives trader, and macro analyst for different banks. As an adjunct professor, Markus teaches courses like “Asset Allocation & Applied Behavioral Finance“, Risk Management & Applied Behavioral Finance”, “Investment Banking” and “Narrative Reporting” on Masters in Finance programs at globally renowned schools and universities, such as the EDHEC Business School, the IE Business School and the International University of Monaco. Markus publishes in top academic journals (i.e. Journal of Portfolio Management, 2018 and 2021), writes articles for professional journals (i.e. CFA Institute, Institutional Money, OECD Insights, etc.) and holds keynotes at international investment conferences. Board Member - Austrian Trust Association / Member - Monaco Economic Board / Member - Academy of Management / Trusted Advisor - Monaco Private Label