Share Description
In this course, you will :
- Understand the various techniques for initiating trade orders, such as electronic trading platforms, phone, or email.
- Discuss and define the trade delivery process, including the roles of clearing houses and settlement banks, as well as the actions required to transfer ownership.
- Implement risk management measures to detect and reduce potential hazards throughout the transaction lifecycle.
- Use the order routing process, including the various types of order routing systems and the criteria used to choose the best system for a given situation.
- Use front-office technology to precisely record and track the conversion of trade orders into completed transactions.
- Execute order matching processes to help convert trade orders into completed deals.
- Provide thorough illustrations and examples to demonstrate the trade lifecycle.
- Recognize the importance, process, and methods of trade reconciliation.
- Verify the accuracy of transaction affirmations and confirmations to ensure that trades are completed properly.
- To keep the back office running smoothly, process trade affirmations and confirmations on time.
Syllabus:
- Trade Execution
- Trade Capture
- Trade Enrichment
- Trade Confirmation
- Trade Settlement
- Reconciliation
- Closing Remarks
