Primary Market Financial Technology - Livestreamed
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Financial technology – or FinTech – is having an enormous impact on the financial services industry and nowhere is this more noticeable than in the changes taking place in DCM. This course is designed to provide participants with an accessible review of the role of technology in the primary markets, both now and in the future.
Course Outcomes
By completing the course you will be able to:
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- describe the role technology plays in modern capital markets
- explain key concepts and themes for primary market technology, including digitization of book-building, new issue automation, the impact of artificial intelligence, digital assets
- understand high-level aspects of technology development, including the tech stack, intellectual property rights, licensing and user experience
- recap the work that ICMA does with respect to technology
Who should attend?
This course is appropriate for those who have capital markets experience but do not have a background in technology.
Certification and Programme Recognition
ICMA is also a member of the CPD® Certification Service which helps organisations formalise knowledge into a structured and recognised approach to meet professional development expectations.
ICMA recommends that 30 learning hours can be associated with this course, based on attended/undertaken hours of study required to successfully complete the learning outcomes.
The course is certified by ICMA and the ICMA Centre, Henley Business School, University of Reading. A Certificate of Completion will be awarded to those who meet minimum attendance requirements. Please note that while course recordings will be made available to delegates, it is a course requirement that delegates meet the minimum attendance requirements to be eligible for a certificate. Please contact education@icmagroup.org if you have any questions regarding certification.
Please note that your course certificate of attendance or completion should be sufficient to satisfy any professional development requirements – if you require further evidence, please contact us at education@icmagroup.org.
Members: EUR 2,450 + VAT (if applicable)
Non-members: EUR 3,150 + VAT (if applicable)
The course syllabus is divided into the following key topic areas:
- The Role of Technology
- Defining the terms “technology”, “information technology” and “financial technology” and developing context
- Reviewing major developments and themes in technology and computing and their impact on the world
- Thinking about why technology is needed and the problems it solves.
- Course overview
- Digital Bookbuilding
- Key bookbuilding workflows and the value of technology
- A review of 20 years of technology development
- Impact on workflows and practices
- Potential future developments
- Digitization, Automation and Structured Data
- Defining and differentiating these terms
- How to capture and process structured data
- Where is automation viable and not viable?
- Impact on the primary market
- Digital Assets
- Digital assets and distributed ledger technology
- Blockchain and Cryptoassets
- Major initiatives and projects
- The case of central bank digital currencies
- Legal Implications
- Why technology is relevant to security documentation
- How to automate the creation of legal documents
- Protecting technology - intellectual property rights
- Key aspects of licensing technology
- Building Technology
- How is technology actually built
- The developmental process - Agile practices
- Functional, Non-functional requirements
- Business Analysis
- Tech company org structures & roles.
- The tech stack
- Hardware
- Software and applications
- Networks, Client / server, front-end / back-end
- Programming languages
- Cloud
- Modern cloud computing
- Cloud deployment models
- Cloud service models - IaaS, PaaS, SaaS
- Virtualization / Containerization
- Funding FinTechs
- A review of funding methods
- Case studies
Livestreamed Course
ICMA courses are delivered via video conferencing accessed on our digital learning platform, using the most effective pedagogical approaches and incorporating interactive functions like virtual breakout rooms.
The Primary Market Financial Technology live sessions are delivered in six 3.5 hour sessions over the course of two weeks. You will be given access to the course materials before the live sessions, and will have access to those for four weeks from the first live session. During these four weeks you will have the option to keep working through the course materials at your own pace.
Livestreamed course fees
Members: EUR 2,450 + VAT (if applicable)
Non-members: EUR 3,150 + VAT (if applicable)
For security reasons, delegates who have not registered in advance will not be admitted to the live sessions.
Please note:
- All payments must be made in Euro.
- Invoices for single registrations are subject to an additional Euro 50 to cover administration costs*. No administration fee applies for invoices covering two or more registrations.
*Administration costs cover the provision of supporting documents, which are often requested along with the invoice, to become an approved supplier.
Contact
Should you have any queries, please contact education@icmagroup.org.
