Crash Course on Financial Instruments: Accounting, Valuation and Risk Management

Brief 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 webinar is a crash course on financial instruments. This online program 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:

At the end of the one-day webinar, participants should be able to

• 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

Content Outline:

I. Financial instrument basics

II. Accounting for financial instruments

III. Valuing financial instruments

IV. Financial risk management

Resource Speaker:

Mr. James Patrick Q. Bonus

SVP & Chief Financial Officer at Etiqa Philippines

Schedule:

August 19, 2022

Friday, 9:00 am - 5:00 pm

Training Fee per Participant:

From Member Institution – P 2,240.00

From Non-Member Institution – P 3,360.00

**VAT inclusive