5.0 (69 Reviews)

Eureka Financial

In London (+ 4 locations)
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Eureka Financial

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: 19 Apr & 21 Jun 2024 - NEW
  • IFPR - Investment Firms Prudential Regulation & ICARA - Virtual: 28 Jun 2024 - NEW
  • ESG, SFDR & Sustainable Investing - In-company only - TOP 10 ESG PROGRAMME 2024 BY FINDCOURSES

REGULATIONS & COMPLIANCE TRAINING

  • CASS - Managing Client Money & Assets - Virtual: 26 Apr & London: 28 Jun 2024
  • AML & KYC - Virtual: 24 Jun 2024
  • CRS & FATCA Reporting & Compliance - Virtual: 27 Jun 2024
  • Regulatory Reporting for EMIR, MIFIR & SFTR - Virtual: 22 Apr & 25 Jun 2024
  • EMIR Refit - Virtual: 19 Apr & 21 Jun 2024 - NEW 
  • UCITS Funds - Virtual: 3 Jul 2024 
  • SFTR Transaction Reporting - In-company only
  • IFPR - Investment Firm's Prudential Regulation & ICARA - Virtual: 28 Jun 2024 - NEW

WEALTH MANAGEMENT & INVESTMENTS

  • Family Office & Wealth Management Programme - London: 26-27 Jun, Virtual: 3 x 4.5 sessions on: 25-27 Sep, Dubai: 23-24 Oct 2024  
  • Investment Performance Measurement, Risk & Attribution - Virtual: 3 x 4.5 hrs sessions on 23-25 Apr and 19-21 Aug & London: 4-5 Jul 2024
  • CRS & FATCA Reporting & Compliance - Virtual: 27 Jun 2024
  • UCITS Funds - Virtual: 3 Jul 2024

PROGRAMME 2024 BY FINDCOURSES

BANKING, PAYMENTS, SETTLEMENTS 

  • International Payments - London: 15-16 May, 1-2 Jul & Virtual: 3 x 4.5 hrs sessions on 7-9 Oct 2024
  • International Securities Settlement & Custodial Services - London 13-14 May, 3-4 Jul & Virtual: 3 x 4.5 hrs sessions on 14-16 Oct 2024 
  • Clearing, Settlement & Counterparty Risk - Virtual: 20 Jun 2024
  • AML, KYC & Anti-Terrorist Financing - Virtual: 24 Jun 2024 - TOP 10 RISK MGMT PROGRAMME 2022 BY FINDCOURSES

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
Show all courses with Eureka Financial

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

Professional Training
Business
Corporate Governance Length Price Location Reviews
Corporate Governance Training Course 14 hours From 1,950 GBP Multiple (2)
5.0 (3)
International Business
International Securities Settlement and Custodial Services 2 days From 1,895 GBP Multiple (3)
5.0 (2)
Finance
IFR / IFD - EU Investment Firms Regulation and ICARA 1 day From 895 GBP Multiple (2)
Banking
International Payments 2 days From 1,895 GBP Multiple (3)
5.0 (5)
LIBOR Transition & Benchmarking Reform 1 day From 795 GBP Multiple (2)
Open Banking and Payment Systems 1 day From 950 GBP Multiple (2)
Compliance
AEI: CRS & FATCA Reporting & Compliance 1 day From 850 GBP Multiple (2)
5.0 (4)
AIFMD 1 day From 925 GBP Multiple (2)
AML & KYC - Anti Money Laundering and Know Your Customer Training 1 day From 895 GBP Multiple (2)
5.0 (2)
CASS - Managing Client Money and Assets 1 day From 850 GBP Multiple (3)
5.0 (4)
EMIR REFIT 1 day From 895 GBP Multiple (2)
FCA Consumer Duty 1 day From 850 GBP Multiple (2)
MAR - Market Abuse Regulation 1 day From 925 GBP Multiple (2)
MiFID Compliance and Reporting 1 day From 895 GBP Multiple (2)
5.0 (5)
RegTech & SubTech – Regulatory Technology and Supervisory Technology 2 days From 1,950 GBP Multiple (2)
Regulatory Reporting for EMIR, MIFIR & SFTR 1 day From 895 GBP Multiple (2)
SFTR - Securities Financing Transactions Regulation 1 day From 850 GBP Multiple (2)
Derivatives and Structured Products
Clearing & Settlement for Derivatives & Securities 1 day From 895 GBP Multiple (2)
5.0 (2)
Financial Management
Family Office & Wealth Management 2 days From 1,950 GBP Multiple (4)
5.0 (9)
Fintech
Advanced FinTech 2 days From 1,895 GBP Multiple (2)
Digital Transformation in Banking 1 day From 995 GBP Multiple (2)
Investment & Trading
ESG, SFDR and Sustainable Investing 1 day From 895 GBP Multiple (2)
FIXED INCOME ATTRIBUTION 1 day From 850 GBP Multiple (2)
Green, Blue & Other Sustainable Bonds 1 day From 895 GBP Multiple (2)
Investment Performance Measurement 2 days From 1,895 GBP Multiple (3)
5.0 (7)
Regulations & Operational Compliance for Funds 1 day From 875 GBP Multiple (2)
5.0 (4)
Strategic Asset Allocation and Portfolio Management 13 hours From 1,895 GBP Multiple (2)
UCITS Funds Training 1 day From 895 GBP Multiple (2)
5.0 (4)
Leadership & Management
Management
Risk Based Internal Audit 2 days From 1,950 GBP Multiple (2)
Corporate Training for Teams
Finance
Investment & Trading
The Repo Market - Applications in Today's Market 1 day From 920 GBP Multiple (2)
5.0 (2)
  • = 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

Based on 69 reviews.
Write a review!
5/5
M.V., Performance Reporting Analyst, SEI Investments
01 Oct 2019
Exceeded my expectations

It really exceeded my expectations. Would love to know and attend more.

5/5
J.D., Analyst, Genesis Investment Management
01 Oct 2019
Really informative

Really informative and helpful. I really enjoyed working through the practical examples in Excel.

5/5
Head of Compliance, Punter Southall Group
01 Sep 2019
Very good

Reaffirmed existing knowledge and enhanced it a lot. Great use of real life scenarios.

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Contact

Eureka Financial

22 A St Jame's Square
SW1Y 4JH London

Phone no: +44 207 993 8597
www.eurekafinancial.com

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