About
Eureka Financial
Eureka Financial - Expert in Banking and Finance, Regulatory, Risk and Wealth Management Training.
All our courses are currently available as live online training. See below or contact us for details.
Eureka Financial is a provider of banking, finance, regulatory, risk and wealth management training courses. We also offer some business management and soft skills training programmes. Based in London, UK, we organise public courses in London as well as tailored in-house courses in any location worldwide.
Eureka Financial works with leading experts in each field of the financial sector. Our team of over 20 senior trainers bring with them many years of practical experience gained in the City and other major financial centres. Our courses are very practical and provide most up to date know-how.
UPCOMING BANKING, FINANCE, REGULATORY, RISK & WEALTH MANAGEMENT PUBLIC COURSES - ONLINE & IN LONDON
2024 NEW PROGRAMMES
- EMIR Refit - Virtual: 18 Nov 2024 - NEW
- IFPR - Investment Firms Prudential Regulation & ICARA - Virtual: 29 Nov 2024 - NEW
- ISO 20022 & SWIFT MX Messages - Virtual: 18 Oct & London: 10 Dec 2024 -NEW
- AI for Banking & Financial Companies - Virtual: 22 Nov 2024 - NEW
- Sustainability Reporting: TCFD / SDR, SFDR, CSRD and other ESG Disclosures - Virtual: 8 Nov 2024 - NEW
- DORA Regulation and Cyber Security - Virtual: 21 Oct 2024 - NEW
REGULATIONS & COMPLIANCE TRAINING
- CASS - Managing Client Money & Assets - Virtual: 10 Oct, 2 Dec 2024
- AML & KYC - Virtual: 15 Nov 2024
- CRS & FATCA Reporting & Compliance - Virtual: 18 Oct & 4 Dec 2024
- Regulatory Reporting for EMIR, MIFIR & SFTR - Virtual: 11 Oct & 6 Dec 2024
- EMIR Refit - Virtual: 18 Nov 2024 - NEW
- SFTR Transaction Reporting - In-company only
- IFPR - Investment Firm's Prudential Regulation & ICARA - Virtual: 29 Nov 2024 - NEW
WEALTH MANAGEMENT & INVESTMENTS
- Family Office & Wealth Management Programme - Dubai: 23-24 Oct 2024, London: 5-6 Dec 2024
- Family Office Series - Set of 3.5 hrs virtual sessions with FO experts between 21 Oct 2024 - 28 Jan 2025 - NEW
- Should Family Offices Invest in Venture Capital? - Virtual: 7 Nov 2024 - NEW
- Investment Performance Measurement, Risk & Attribution - Virtual: 3 x 4.5 hrs sessions on 14-16 Oct; London: 9-10 Dec 2024
- CRS & FATCA Reporting & Compliance - Virtual: 18 Oct & 4 Dec 2024
BANKING, PAYMENTS, SETTLEMENTS
- International Payments - Virtual: 3 x 4.5 hrs sessions on 14-16 Oct & London: 11-12 Dec 2024
- International Securities Settlement & Custodial Services - Virtual: 3 x 4.5 hrs sessions on 8-10 Oct & London: 9-10 Dec 2024
- AML, KYC & Anti-Terrorist Financing - Virtual: 15 Nov 2024 - TOP 10 RISK MGMT PROGRAMME 2022 BY FINDCOURSES
- DORA Regulation and Cyber Security - Virtual: 21 Oct 2024 - NEW
- ISO 20022 & SWIFT MX Messages - Virtual: 18 Oct & London: 10 Dec 2024 -NEW
IN-COMPANY TRAINING
We offer nearly 100 topics on in-company basis: from all major regulations worldwide, to operations, payments, corporate finance, investments, corporate governance, risk management and more. Contact us to discuss your requirements.
Some topics include:
- MiFID Compliance - Main Areas & Lessons Learnt
- FCA Consumer Duty
- AIFMD
- ESG, SFDR and Climate Change Investing
- Green and Blue Bonds
- MAR - Market Abuse Regulation
- STOR
- Open Banking & Payment Systems
- Digital Innovation in Banking
- International Trade Finance
- Strategic Corporate Governance
- Analysing Financial Statements
- CFDR and many more
Types of Courses Offered
Eureka Financial offers over 100 specialised programmes in:
- Regulations & Compliance
- Fund Management & Investments
- Banking Operations
- Risk Management
- Payments & Settlements
- FinTech
- Wealth Management, Family Offices & Private Banking
- Treasury & Money Markets
- Corporate Governance
- Corporate Finance & Financial Modelling
- Asset Management
- Capital Markets
- Derivatives
- Graduates & Introductory Courses
- Investment Banking
- Soft Skills
In-House Training & Bespoke Programmes
We offer over 100 training programmes on in-house basis. All our ourses can be customised and run in-house at your convenience. We can deliver courses in any of your offices worldwide for any group size, from 5 to 50 people. Some topics can be delivered in German, French and other languages.
Courses
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= Top 10 Course
Why choose Eureka Financial
Why choose Eureka Financial?
- We believe in creating relationships with our customers. We want to understand your business and your training objectives in order to deliver programmes best suited to your requirements.
- You can choose from over 100 different programmes, from introductory to advanced across many sectors.
- All our trainers have held senior positions in the City and other financial centres and bring a wealth of experience to the classroom.
- We have trained professionals from leading financial institutions from over 40 countries in 5 continents.
- Our course content is constantly updated to address the latest market challenges.
- Group sizes are restricted to ensure maximum interaction with the trainer.
- We provide post-course support and special loyalty programmes for our former delegates, so you spend even less on your next training.
Awards & Accreditations
Reviews
Average rating 5
Really informative and helpful. I really enjoyed working through the practical examples in Excel.
Reaffirmed existing knowledge and enhanced it a lot. Great use of real life scenarios.
It really exceeded my expectations. Would love to know and attend more.