Chartered Financial Manager (CHFM)

Category: Chartered Financial Manager (CHFM)

Course Description

This course is based around the discipline and concepts of financial management. Financial management is all-encompassing and embraces both the asset and liability sides of an organisation. Although Financial Managers are at senior positions and on par with the CFO and Treasurer, they are not engaged in accounting functions nor that of auditing.

However, he/she is integrally involved in most aspects of deriving the net income. Responsibilities ranging from asset/ liability management, to capital structure, to working capital and identifying financing sources amongst a myriad of options and costs – some transparent, others hidden and some mingled – all fall under the role of the Financial Manager. Given its natural overlapping role, especially with treasury, vis-à-vis banking relationships and funding sources, cooperation becomes critical amongst key players such as the financial manager, CFO and treasurer to ensure that taking, for example, a derivative position, is agreed upon and documented as a financially sound position to take.

This course will help you grasp the main concepts of finance and the practical mechanics of its implementation in different market disciplines, such as banking, commercial, industry as well as SMEs. It will provide you with the necessary tools to make a sound financial decision – as in investments, acquisitions, divestitures, funding, and product architecture.

Who Should Attend

  • Corporate Finance Officers
  • Credit Managers
  • Treasurers/Assistant Treasurers
  • Finance Directors
  • Investment Managers
  • Mutual and Pension Fund Managers
  • Hedge Fund Managers
  • CEOs/CFOs/COOs
  • Lawyers
  • Accountants
  • Traders/Dealers
  • Systems Analysts
  • Product Development Managers
  • Product Designers
  • Financial Engineers
  • Derivatives’ Executives
  • Operations or Back Office Executives
  • Internal Auditors/External Auditors

Benefit of Attending

  • Understand the critical factors in credit decision-making as a financial manager
  • Evaluate creditworthiness and cash flow of a borrower
  • Understand the wide gamut of risk variables that affect the financial credit-decision process
  • Develop a scientific approach to problem recognition, early warning signals and remedial management
  • Explore techniques used by market players to cope with deteriorating and unacceptable client quality; i.e. secondary market trading, securitisation and credit derivatives
  • Recognise the importance of risk/reward trade-off
  • Explore quantitative and qualitative approaches and methodologies for valuation and pricing products
  • Analyse the effect of off-balance sheet products and derivative instruments on the borrower’s existing and potential cash flow
  • Understand how Basel II Capital Adequacy Requirements affect banks’ internal credit scoring and modelling
  • Develop a framework for establishing and setting-up the optimum line of credit and credit limits for a prospective borrower