Key details
Mode of delivery: Classroom-based
Course code: AFB63B
Duration: 3 days
Fee: £2,755.00 + VAT
CPD Hours: 18
Course Overview
This course covers advanced valuation techniques, including DCF and relative valuation, alongside currency market strategies and FX risk hedging. It also provides insights into classifying, measuring, and managing investment risks such as volatility, beta, and VaR, with a focus on risk budgeting and control for better financial decision-making.
Agenda
Day 1 — Advanced Equity Valuation Techniques
- Multi-Stage DCF Models
- Relative Valuation: EV/EBITDA, PEG
- Valuation in Cyclical and High-Growth Sectors
Day 2 — Currency Markets and FX Risk
- FX Markets and Participants
- Spot, Forward, and Options Contracts
- FX Risk Hedging
Day 3 — Investment Risk: Identification and Budgeting
- Systematic vs. Unsystematic Risk
- Volatility, Beta, and Value at Risk (VaR)
- Risk Budgeting and Control
Course Review
- Summary and recap of key learning objectives
- Action Planning
Target Audience
This course is suitable for:
- Equity, Fixed Income, Investment, and Portfolio Analysts
- Portfolio, Asset, and Wealth Managers, and Investment Advisors
- Treasury Professionals and Managers, FX Professionals and Dealers, and Corporate Treasurers
- Market Risk, Credit Risk, Operational Risk, and Enterprise Risk Professionals
- Derivatives, Middle Office, Clearing Risk, and Market Infrastructure Operations Specialists
- Compliance Officers, Financial Controllers, Finance Managers, and Banking Professionals
- Quantitative Analysts and Risk Budgeting Professionals
- Chief Risk Officers, Heads of Risk Management, and Senior Risk Decision-Makers
Learning Outcomes
By the end of this course, you will be able to implement a successful strategy that enables you to:
- Build a multi-stage DCF using growth assumptions.
- Evaluate companies using sector-relative metrics.
- Analyse appropriate models for volatile industries.
- Describe how currencies are traded and by whom.
- Differentiate FX instruments and their applications.
- Design basic hedging strategies using forwards or options.
- Classify types of investment risk and their implications.
- Apply common risk metrics to portfolio scenarios.
- Develop a basic risk budgeting plan for asset managers.
Course dates
Aug 10, 2026 - Aug 12, 2026
Dec 14, 2026 - Dec 16, 2026
