Corporate actions are in its simplest terms actions taken by the corporate. Understanding the world of Corporate Finance helps you to get to grips with the events which occur in the financial markets and why. 

The world of corporate actions is generally regarded by investors and within financial institutions as a mystery, requiring specialist knowledge to comprehend what lies beneath and the reasons why.  

This one-day course is designed to build practical knowledge and understanding of corporate actions and covers the:

• Relationship between corporate finance and corporate actions
• The market participants involved in corporate actions
• Discover 50 different types of corporate
• A structured approach to getting to grips with corporate actions. 
• The financial instruments are affected by corporate actions.
• You will learn about the corporate actions resulting from:
  • Capital restructuring
  • Rewarding shareholders
  • Debt management
  • The competitive environment
  • Governance, regulation and tax
  • Liquidation & default
  • Trading, exercising and processing.

* A more advanced course is available “Corporate Actions and Processing" for those specifically working in securities handling. *

Recommended background

This course is designed for investors and all professionals directly or indirectly involved with securities handling working either in a bank, a corporate investor, technology or financial services organisation.

What you will learn

You will leave the day with an in-depth knowledge of the different types of corporate actions. These corporate actions are instigated mostly by institutions affecting daily settled securities positions globally worth multimillion.

You will learn how to differentiate between each of them and understand different market practices, their characteristics and their effect on corporations and trading positions.

Course format

Practice-based learning and critical engagement is a key theme through all our courses allowing delegates to acquire the needed skills and techniques to be applied as soon as they are learned and developed.

• Through this course, I have learned not only technical financial terms but the much deeper meaning of the financial markets which I always wanted to understand. Thank you!
• A pleasant and knowledgeable instructor with a lot of interaction among participants.
• A superb overview of Corporate actions, with pointers to additional learning materials. I believe this course is useful both from an academic and day-to-day perspective.
• I appreciated the empathy and skills of the lecturer. Also, the size of the group (7 persons) was perfect to have the necessary interactivity throughout the course.