Analysing the Feasibility of Secondary Mortgage Investment

A structured, applied course in secondary mortgage investment — designed to be used the week you return.

📍 Cairo🗓️ 5 training days📚 4 modules🎓 Accredited certificate
5intensive training days
4scientific modules
8training sessions
32detailed points

Course Overview

In finance the difference between a healthy position on secondary mortgage investment and a dangerous one is often a single assumption. The audit trail behind this part of financial and banking practice matters as much as the decision itself. A common pattern is strong design of this area of financial and banking practice paired with weak follow-through. Post-incident reviews keep identifying weaknesses in secondary mortgage investment that were visible long before the incident. Sessions alternate between guided analysis of this aspect of financial and banking practice and supervised application. It is written for people who have to make the practice within financial and banking practice work with the resources they already have. It treats secondary mortgage investment as an operating discipline and equips participants to run it as one. The programme builds the judgement to know which parts of this aspect of financial and banking practice to standardise and which to leave flexible. The closing exercise tests whether the participant's plan for this part of financial and banking practice survives a hostile question.

Expected Learning Outcomes

01

Define the risk appetite applying to secondary mortgage investment and translate it into operating limits.

02

Anticipate the objections that secondary mortgage investment will attract internally and answer them in advance.

03

Build the client due diligence and monitoring appropriate to secondary mortgage investment.

04

Translate policy on secondary mortgage investment into procedures that hold up under day-to-day pressure.

05

Establish escalation routes for secondary mortgage investment that work outside normal hours.

06

Review the contractual and legal exposure created by secondary mortgage investment.

07

Design reconciliation and settlement controls covering secondary mortgage investment.

Who Should Attend

01

Risk managers responsible for secondary mortgage investment.

02

Operations staff executing and settling secondary mortgage investment.

03

Public sector officials applying secondary mortgage investment within a regulated framework.

04

Compliance officers overseeing secondary mortgage investment.

05

Newly appointed managers taking on secondary mortgage investment for the first time.

06

Relationship and product managers whose targets depend on secondary mortgage investment.

Course Modules

01

Secondary mortgage investment: measurement, models and their assumptions

2 sessions · 8 points

Session 1Setting a limit on secondary mortgage investment that will actually be respected

  • Estimate the resource secondary mortgage investment requires to run as designed.
  • Record what was learned when secondary mortgage investment did not go as planned.
  • Test secondary mortgage investment against a scenario the organisation would rather not model.
  • Collect evidence on the present handling of secondary mortgage investment before proposing changes.

Session 2Closing out secondary mortgage investment and capturing what was learned

  • Design the exception process for secondary mortgage investment and require a documented rationale.
  • Confirm regulatory reporting on secondary mortgage investment is complete, timely and reconciled.
  • Document the remediation plan for each known weakness in secondary mortgage investment.
  • Assign responsibility for keeping documentation of secondary mortgage investment current.
02

Secondary mortgage investment: pricing, profitability and risk-adjusted return

2 sessions · 8 points

Session 1Where secondary mortgage investment typically breaks, and why

  • Prepare the evidence pack demonstrating secondary mortgage investment operated as designed.
  • Set out how exceptions to secondary mortgage investment are requested and approved.
  • Confirm segregation of duties across initiation, approval and settlement of secondary mortgage investment.
  • Assess the capital consumed by secondary mortgage investment under current and stressed conditions.

Session 2What secondary mortgage investment does to capital and liquidity under stress

  • Agree who signs off secondary mortgage investment and record that they did.
  • Review whether secondary mortgage investment is aligned with the objectives of the business line.
  • Prepare the summary of secondary mortgage investment that senior management will read.
  • Verify reconciliation and settlement controls covering secondary mortgage investment.
03

Secondary mortgage investment: capital, liquidity and balance sheet effect

2 sessions · 8 points

Session 1Concentration building quietly inside secondary mortgage investment

  • State the risk appetite for secondary mortgage investment as a number, not an adjective.
  • Map the handovers in secondary mortgage investment between functions and secure them.
  • Check the accounting treatment applied to secondary mortgage investment against current standards.
  • Identify the key controls over secondary mortgage investment and who tests them.

Session 2Reviewing secondary mortgage investment when nothing has gone wrong

  • Reduce the variation in how secondary mortgage investment is carried out between teams.
  • Set early warning indicators for secondary mortgage investment with defined action thresholds.
  • Draft the minimum viable control framework for secondary mortgage investment.
  • Confirm that those complying with secondary mortgage investment understand why it exists.
04

Secondary mortgage investment: stress testing and scenario analysis

2 sessions · 8 points

Session 1Pricing secondary mortgage investment for the risk actually taken

  • Set escalation thresholds for secondary mortgage investment that work out of hours.
  • Confirm client due diligence standards applied to secondary mortgage investment are current.
  • Agree what will be standardised in secondary mortgage investment and what will not.
  • Review the pricing of secondary mortgage investment against the risk being assumed.

Session 2Evidencing that secondary mortgage investment worked as designed

  • Compare the cost of secondary mortgage investment with the cost of its absence.
  • Identify the data already collected that bears on secondary mortgage investment.
  • Arrange the handover of secondary mortgage investment so capability survives staff changes.
  • List the assumptions in any model supporting secondary mortgage investment and when each was last challenged.

Choose the package that suits you

Silver Package

At least 3 people

USD1,250
  • Workshop or Program Participation
  • Airport Transfers
  • Customized Badge
  • Expert Mentorship (Private Sessions)
  • Supervision & Secretarial Services
  • Accredited Certificate of Participation
  • Complete Training Kit
  • Coffee Break
  • Closing Ceremony

Gold Package

At least 3 people

USD1,850
  • 5-night stay in a 5-star hotel
  • Workshop or Program Participation
  • Airport Transfers
  • Customized Badge
  • Expert Mentorship (Private Sessions)
  • Supervision & Secretarial Services
  • Accredited Certificate of Participation
  • Complete Training Kit
  • Coffee Break
  • Closing Ceremony

Complete your registration

We will contact you within one business day to confirm.