2026 - FINANCIAL MARKETS AND ENTERPRISE PERFORMANCE - ARE YOU WITH US?

Knowledge is power. DYNAMIQUE'S CREATIVE INTELLIGENCE (DCI) covers the breadth and depth of wealth management financial services that support strategic asset allocation decision making and essential infrastructure that makes deals happen. Each programme has up-dated data sets, a jargon buster, structured learning assessment quiz, qualifying CPD points/hrs, and e-Cert of Completion - contact us for CPD/Consulting/Workshop details. 

1.Alternatives Hedge Fund Strategies - Long/Short, Global Macro, Distressed Debt, Credit, Managed Futures CTA ++

2.Asset Owners Non-Investment Risks - Inherent in wealth management firms - seldom understood and measured++.

3.Asset Servicing - Corporate Events Management - Impact on share prices - Rights, Scrips, IPOs, Combos ++

4.Asset Transition Management/Re-Balancing - Benchmark Service Standards-Critical Planning-Pricing-Liquidity++.

5.Branding - great brands start from within - Calculating Brand Value - Culture, Vision, Image++.

6.Business Development Excellence - Four Session Masterclass ++

7.Collective Investments Unit Pricing - Methods, Managing Unit Pricing Risk, Breaches, Errors, Material Events++

8.Corporate Executive Behaviour- Global Stewardship Principles,Culture, Oversight++.

9.Credit Products - Commercial Lending for Banks and Non-Banks (NZ bias) but with global market applicability

10.Credit Products - Mortgage Broking and Lending (NZ bias) but with global market applicability

11. Derivatives for Risk Management-Futures, Options, Equities, Currency Management, Cost-of-Carry, Fair Value++.

12.Environmental, Social, Governance - ESG - Polarisation, Scrutiny, Risk Adjusted Returns ++.

13.Exchange Traded Funds- Myths/Misconceptions, Factor Investing, Core Satellite, Day-to-Day Operational Risk++

14.Financial Adviser Quality Assurance on Processes/Client Relations- Policies, Procedures,SMT Controls++.

15.Foreign Exchange Markets - Levels 101, 201 & 301 - Extensive programme covering all aspects of FX markets++.

16.Financial Markets Foundation-Global Capital Markets, Lloyds, FX, Accounting, Central Banks,Indices, Trading++.

17.Fund Administration - Reporting, Expenses, Outsourcing, Open and Closed Ended, Prospectus, Risk, Cash, Tax++.

18.Fund/Asset Management -32x5 minute Nutshell series (contact us for specific details)++.

19.Global Investor Services (inc Global Custody) - 4 part programme includes key added value services++.

20.Insurance Broking (NZ slant) with global market applicability - 2 part programme - Insurance Brokers' Roles++.

21.Health and Safety NZ for Executives and Senior Managers - Directors' Duties and Liabilities, Resourcing++.

22.Operational Risk - Global investor services, central banks - Managing People, Processes, Systems++.

23.Performance Measurement and Attribution Analysis - Understand Investment Process, MWR, TWR, Decision Impact++.

24.Responsible Lending in New Zealand - 5 modules - Markets, Regulation. Disclosure, Client Engagement++.

25.Rookie Investment Levels 101, 201 and 301 - Unique 3 part series from Rookie to Professional Investor++.

26.Securities Lending and Borrowing - Credit and Operational Risks, Agreements, Establishing a SLB unit++.

27.Structured Credit Products - Cash and Synthetic, CDOs, CLOs, Waterfalls, Arbitrage and Repackaging ++.

28.Trading Desk - ALGOs, Strategies, Heuristics, TCA, Price Slippage, Smart Order Routing, Portfolio Trading, Pre-Hedging++.

NB- AD-HOC and Customised WORKSHOPS/CPD has an even greater relevance for your business. A blend of your specific in-house content blended with DCI with your own branding takes CPD to the next level of suitabilty for your team.