Description
Description:
Financial instruments make up almost the entirety of a financial institution’s balance sheet. Prevailing accounting and financial reporting standards, such as PFRS 9, as well as securities regulations and prudential banking guidelines require the measurement of financial instruments such as debt and equity securities at fair market value. These financial instruments likewise expose the entity to various risks that need to be understood and prudently managed.
It is vital that banking professionals possess strong foundational knowledge of and familiarity with financial instruments: how they are accounted for, how they are valued and how financial risks attached to these instruments are managed.
This two-part webinar is a crash course on financial instruments that provides a cohesive overview of the baseline knowledge a prudent banking professional must have when it comes to accounting, valuation and risk management of financial instruments.
Objectives:
- Explain what financial instruments are, what are their characteristics and features as well as their differences and uses
- Exhibit good working knowledge of and familiarity with the basic accounting and financial reporting principles relevant to financial instruments
- Enumerate and discuss the key principles, provisions and guidance on valuation of financial instruments
- Discuss the relevant concepts and methodologies of risk management as it relates to financial instruments
Target Audience:
- Working professionals new to the banking industry
- Operations staff and officers
- Risk management staff and officers
Course Outline:
- Revisiting Part 1
- Risk management
- Valuation
Resource Speaker:
Mr. James Patrick “Japs” Bonus
CPA, FRM, CTP, FLMI
Schedule:
September 11, 2026 (Friday) 1:00 PM – 5:00 PM
Training Fee per Participant:
Member Institution – Php2,800.00
Non-Member Institution – Php3,920.00
*VAT inclusive