Enterprise Performance Management. Risk Management Solutions Training Catalog

Transcription

1 Enterprise Performance Management Risk Management Solutions Training Catalog October 2015 December 2015

2 Table of Contents Risk Management Solutions Training from Fiserv...3 Online Learning...4 Blended Learning...6 Instructor-Led Classroom...7 Contact, Registration, & Policies To register, get more details, or see course dates, go to The Learning Center at

3 Risk Management Solutions Training from Fiserv Risk Management Solutions from Fiserv Our solutions help financial institutions measure the impact and make the decisions needed to assume, mitigate, transfer or insure financial risks in alignment with their risk appetite and in compliance with regulation. Top Notch Learning Tools We offer quality learning opportunities to help build your proficiency so that you get the most out of our solutions. Our training spans from basic to advanced concepts with step-by-step how-to instructions. Fiserv Instructors Our product education is led by experienced product specialists who use the products on a daily basis. Variety of Learning Methods We offer training options that will meet your needs. Online Self-Paced Training Courses: set your own pace, offers you the most flexibility for scheduling your learning. Blended Learning: uses a combined approach to allow flexibility so that you can maximize your learning time in the classroom. Blends online learning courses or webinars with traditional classroom training. Instructor Led Classroom: traditional workshop with hands-on practice. 3 To register, get more details, or see course dates, go to The Learning Center at 3

4 Online Learning Our online self-paced training courses allow you to set your own learning pace and absorb key concepts through self-study and practice. These e-learning courses offer you the most flexibility for scheduling and attending instructional training on how to use our products. The Data Management System (DMS) for Funds Transfer Pricing The Loading Data into Data Management System online tutorial teaches you how to define data fields and set up data structures in preparation for setting up import layouts, how to set up extract files and import layouts, how to import and edit data, generate Setup and Query reports, and export DMS data. Length: Price: one-and-a-half to two hours $250 for six-month access The Data Management System (DMS) for Asset Liability Management This online course is comprised of two components: The Loading Data into Data Management System online tutorial teaches you how to define data fields and set up data structures in preparation for setting up import layouts, how to set up extract files and import layouts, how to import and edit data, generate Setup and Query reports, and export DMS data. The Data Management System (DMS) for Asset/Liability (A/L) online tutorial teaches you how to transfer transaction records from the DMS data warehouse into your ALM chart of accounts. You will learn how to set up filters or identifiers in DMS and use the combination of values (identifier cards) to target specific accounts in your A/L chart. You will also learn how to set up ILP as composites or as uniques' and how to generate Setup and Results reports. Length: Price: three hours $250 for six-month access 4 To register, get more details, or see course dates, go to The Learning Center at

5 Online Learning Online Learning The Basics of Funds Transfer Pricing This self-paced online course series educates learners on how to set up and operate the Funds Transfer Pricing (FTP) application. Learn how computerized models assist in separating and measuring the components of net-interest margin. This 18-lesson series covers the following: System overview and access Setting up Funds Transfer Pricing Entering processing support data Establishing hierarchies Defining DMS data mapping rules Assigning DMS data mapping rules Copying rule definitions and assignments Processing data Pricing Generating Validation reports Processing data Results Creating report views and generating reports Generating exports Transfer Rate overrides Using the Lag Days feature Using GL Account links Using transfer rate adjustments Using prepay tables Remaining term transfer pricing The Basics of Funds Transfer Pricing and The Data Management System (DMS) for Funds Transfer Pricing Purchase both courses in a single curriculum. CPE Credits: 11.5 (for FTP course only) Length: eight to nine hours Price: $1,000 for six-month access Audience New practitioners of the Funds Transfer Pricing system. CPE Credits: 11.5 Length: six to eight hours Price: $750 for six-month access To register, get more details, or see course dates, go to The Learning Center at 5

6 Blended Learning These curricula use a combined approach to allow flexibility so that you maximize your learning time in the classroom. They blend e- learning online courses or webinars with traditional classroom training. Asset-Liability Manager and Data Management System Basic Course This basic training course introduces Asset Liability Manager to clients from setup to reporting and everything in between. The course also covers instrument level processing (ILP) functionality for high-resolution modeling. Prerequisites Basic understanding of asset/liability theory Moderate Microsoft Excel skills Basic Microsoft Windows skills Complete the online course The Data Management System (DMS) for Asset Liability Management Audience This course is designed for Asset Liability Manager end-users with working knowledge of asset/liability management theory. CPE Credits: 16 Length: two days Date/Location: October Phoenix, AZ December 9-10 Phoenix, AZ Price: $1,500 6 To register, get more details, or see course dates, go to The Learning Center at

7 Instructor-Led Classroom These sessions offer traditional classroom-style instruction led by experienced product specialists from Fiserv. This group-live instruction is hands-on to reinforce concepts and enhance software proficiency. Classroom training, unless otherwise noted, targets new users. Classes are hosted at our training centers in Phoenix, AZ or Alpharetta, GA. Asset Liability Manager and Data Management System for Advanced Users This interactive advanced course presents in-depth concepts, tools, and instrument-level processing (ILP) features. Attendees receive hands-on guidance and practice on valuation, purchase/sale(s) calls, puts, prepayment tables, lag matrix, formulas, and the incorporation of external spreadsheets as an input source. This course covers the latest features in the most recent release. Attendees participate in a small group analysis of several case studies using the Fiserv A/L model. Prerequisites Moderate to extensive experience using Asset Liability Manager Extensive knowledge of asset/liability management theory CPE Credits: 24 Length: three days Date/Location: November Phoenix, AZ Price: $1,650 To register, get more details, or see course dates, go to The Learning Center at 7

8 Contact, Registration, & Policies Extension of CPE Credits Fiserv is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE Credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: Register via the Web To register for classes or purchase access to online courses, go to The Learning Center at Contact our Training Administrator For feedback regarding a program, contact our training administrator at or [email protected]. Cancellation Policy Cancellations made fewer than 14 days prior to the first day of a class are subject to a 50 percent cancellation fee. Confirmed participants who do not attend their scheduled sessions are liable for a 50 percent cancellation fee. You may make substitutions at any time. Fiserv reserves the right to cancel a scheduled course with a 14-day notice to registrants. If a course is canceled for any reason, Fiserv liability is limited to the fee only. 8 To register, get more details, or see course dates, go to The Learning Center at

9 Fiserv Inc Fiserv Inc. or its affiliates. All rights reserved. Fiserv is a registered trademark 255 To Fiserv register, Drive get more details, or see course dates, contact of Fiserv, our training Inc. Other administrator products referenced at [email protected] this material or may call be trademarks or 9 Brookfield [email protected] registered trademarks of their respective companies. WI