Terms of Use
 
   

     From foundational knowledge of options and derivatives to more advanced
     levels of risk management techniques, our seminars marry underlying
     mathematical fundamentals with actual real world applications.


  Seminars

Don't attend ANY of PI ETA's Training Seminars...

If you think you already know...
  1. The risks associated with any financial transaction in this turbulent market situation.
  2. The financial methodologies available for measuring, monitoring and reporting on the risk exposures of your company/business.
  3. The main considerations for an effective risk management process.
  4. The makings of good risk management practices.

"Ye shall know the truth, and the truth shall set you free"



PI ETA Seminars provide answers to the questions above and the tools to allow you to go in-depth into understanding your company's financial risk. You can also attend PI ETA Seminars at any one of the countries below:

Check out our Seminar Schedule for upcoming Seminars.

PI ETA Consulting Company also provides first-of-its-kind Financial Markets Simulation experience programs which allow participants to get first-hand feel of dealing and trading in the financial markets, and also to experience an overview of the entire Dealing, Settlements and Treasury Risk Management processes involved in Treasury Markets.

For more information on Financial Markets Simulation Centres (FMSC) programs, click on FMSC Program.

Check out PI ETA Seminar Facilitators and their profiles.

To see PI ETA Seminar Facilitators in action, click here.



In-House Seminars:

 

 We fly so you don't have to!


For the convenience of our clients, we also provide in-house customized training programs at any premises (even out of Singapore). Feel free to email us at marketing@pi-eta.com


If you are unable to attend our Seminars, you can purchase the following Seminar Reference Books so you don't miss out!


Understanding Financial Derivatives

Understanding Financial Derivatives provides one with a solid basic introduction to the various financial derivative products. These derivative instruments are necessary for the building of Yield Curves – the backbone of all financial derivatives. A must-read introduction to Financial Derivatives, it provides for simple and easy reading, and allows its readers to understand the essence of these basic derivative instruments.

Author: Dr. Jeffrey C. K. Lim

Table of Contents


Financial Derivatives Part II

Financial Derivatives Part II acquaints its readers with additional financial tools such as Credit Derivatives and Exotic Options, thereby increasing the repertoire of instruments in their financial risk management “toolkit”. Understanding these additional tools can assist one in arriving at more optimal and effective hedging and investment structures.

Author: Dr. Jeffrey C. K. Lim

Table of Contents


Firm-Wide Risk Management

Firm-Wide Risk Management provides readers with a solid foundational framework to understand the various firm-wide financial risks and the techniques available to monitor, measure and manage such risks. This in turn, would allow them to better understand the various financial risk exposures, thereby motivating them to take risk management to an effective level on a firm-wide basis.

Author: Dr. Jeffrey C. K. Lim

Table of Contents


Financial Market Risk Management

Financial Market Risk Management introduces readers to the notion of Value-at-Risk (from a foundational approach). It also provides the requisite mathematical tools to assist one in understanding the quantitative side of risk management. The author also shares with readers how one can measure and manage the various sources of financial market risk that organizations are exposed to.

Author: Dr. Jeffrey C. K. Lim

Table of Contents


Treasury Management

Treasury Management introduces one to the various challenges faced by both Corporate Treasury and Bank Treasury Managers. The solutions to these key issues are discussed by the author, together with a guide on good treasury management practices.

Author: Dr. Jeffrey C. K. Lim

Table of Contents




Comments from past participants:
 
  --- On the PFD01: Financial Derivatives Part I seminar

Comments from past participants
 

"The seminar clearly provides for an in-depth and multifaceted view of options, swaps etc. This seminar, if attended by treasurers and bankers, is able to significantly improve risk awareness and risk hedging in Singapore."

- Mr. Hans-Juergen Schnell
DaimlerChrysler Treasury Center Asia Pte Ltd, Singapore.
[Class of February 2001]

 

"Most people think that dealing with derivatives is synonymous to complex mathematical formulas and equations but Dr. Jeffrey C. K. Lim was able to present the derivatives concept in a simple way by always going back to basics."

 - Mr. Bambang Eko K. Joewono
Bank Niaga, Indonesia.
[Class of February 2004]

 

"Dr. Jeffrey Lim conducted the Financial Derivatives seminar with lots of brainstorming exercises and excitement. It has been my best experience in attending it. I would highly recommend any financial personnel who has no knowledge of the basic fundamentals of financial derivative products to experience the path and challenges that Dr. Jeffrey Lim has set to mould and guide attendees through the subject!!"

- Ms. Pauline Low Mui Ping
United Overseas Bank, Singapore.
[Class of February 2004]

 

"Jeff has been a good facilitator. From my personal point of view, this seminar was a very good refresher course. He has put across the issues in such a way that we are able to view them from different perspectives. This is in addition to his interesting presentation delivery technique."

- Ms. Tan Chye Yuan
Natexis Banques Populaires, Singapore.
[Class of July 2004]

 

"Good course. Interesting and beneficial!"

- Mr. Jeffrey Sim Heng Lai
O.C.B.C. Bank, Singapore.
[Class of July 2004]

 

"I would recommend this seminar! It’s useful, interesting and combines both theoretical and practical aspects. Really enjoyed the seminar! Very good facilitator! Didn’t fall asleep! I feel very positive towards this seminar!"

- Ms. Christine Lim Ai Lian
O.C.B.C. Bank, Singapore.
[Class of July 2004]

 

"Dr. Jeffrey Lim offers good and useful advice through the seminar. I would recommend such seminars to others as we do not have much of such seminars in Jakarta."

- Mr. Suriyanto Chang
Permata Bank, Indonesia.
[Class of July 2004]

 

"The Financial Derivatives Seminar was enjoyable and very enlightening as we learnt how the formulae were derived. Also, the presentation was a real brain-teaser."

- Mr. Irwan Hendroyono 
Bank Panin, Indonesia.
[Class of February 2005]

 

"Interesting seminar! Dr. Jeffrey has an amazing way of presenting complex financial theory in a simple and practical way."

- Mr. Eddy Kusnadi
O.C.B.C. Bank, Singapore.
[Class of February 2005]

 

"Jeff shows us the real world of finance and the banking system from an angle that I've never seen before. I got a deep understanding on financial derivatives explained in the simplest way."

- Ms. Ester Chandra
Bank Panin, Indonesia.
[Class of February 2005]

 

"Dr. Jeffrey has shown me a new approach and perspective in dealing with derivative instruments. His methods are powerful as they involve a very detailed analysis approach whereby he covers the intrinsic details of each of the specific instruments, not just skimming the surface."

- Mr. Izz Al-din Maslan
Capital Investment Bank (L) Ltd, Malaysia.
[Class of July 2005]

 

"The seminar is interesting and Jeff explains the subject in a most simplified manner!"

- Ms. Deslina Siagian
PT Bank Sumitomo Mitsui, Indonesia.
[Class of July 2005]

 

"It’s a great seminar for auditors and dealers!"

- Ms. Leeanne Leong
United Overseas Bank Group, Singapore.
[Class of July 2005]

 

"A wonderful, exciting, and insightful seminar delivered by a lively and humourous facilitator, Dr. Jeff Lim."

- Mr. Tan Kheng Feung
O.C.B.C. Bank, Singapore.
[Class of January 2006]

 

"The PFD01 seminar is certainly beneficial to anyone who is involved in the financial markets. Dr. Jeffrey Lim combined interesting theoretical aspects with hands on exercises during the 3 days seminar. His presentation is unique with practical examples drawn from his vast experience. One of the best facilitators I have ever come across."

- Mr. Steed Koh Wei Teck
O.C.B.C. Bank, Singapore.
[Class of January 2006]

 

"Jeff provided different perspectives to viewing and understanding derivatives."

- Mr. Fabian Siew Mun Fei
The Bank Of Tokyo-Mitsubishi UFJ Ltd, Singapore.
[Class of July 2006]

 

"This is a great seminar. I would recommended such seminars to others!"

- Mr. Priyo Basuki
PT. Bank Ekspor Indonesia, Indonesia.
[Class of July 2007]

 

"Excellent teaching, practical, interesting and challenging. Provides refreshing perspectives of derivatives and beyond!"

- Ms. Phua Tan Hong
United Overseas Bank, Singapore.
[Class of July 2008]

 

"Jeff has made the Financial Derivatives topics very interesting. He has made the topics very easy to understand by demonstrating with practical examples. I will encourage my team members to attend the seminar."

- Ms. Serene Ong
SG Asset Management (Singapore) Ltd, Singapore.
[Class of February 2010]

 

"Dr. Jeffrey conducted the seminar in a very interesting way. He gave me a very much clearer picture of the derivatives market and I would recommend this seminar to dealers and even fund managers. I really enjoyed the 3-day seminar."

- Mr. Solomon Poh
SG Asset Management (Singapore) Ltd, Singapore.
[Class of February 2010]

 

"This seminar is great! I can understand it, even though I have no math background. I've always had the feeling that math is fun, and now I know I'm right!"

- Ms. Fita Anggraini
The Bank of Tokyo-Mitsubishi UFJ Ltd, Indonesia.
[Class of June 2010]

 

"The Financial Derivatives Part I seminar is exceptionally insightful to the world of trading and the global markets. Internalising technical aspects of the course was so easy!"

- Mr. JJ Poh Jin Kiat
Australia & New Zealand Banking Group Limited, Singapore.
[Class of December 2010]

 

"By attending this seminar, I believe you can see Yield Curves so clearly and options so interesting."

- Mrs. Raden Widawati
Bank of Tokyo Mitsubishi UFJ Jakarta, Indonesia.
[Class of January 2011]

 

"This seminar is excellent. Facilitator is very good and high quality and furthermore,
I understand financial derivatives much better!"

- Ms. Elisabeth Artrisia Herani
PT Bank Chinatrust Indonesia.
[Class of July 2011]

 

"Really enjoyed the seminar and discussion with Jeff. Can understand the concepts in a simple real-life way which is really enjoyable and interesting. Opened my mind to the mystery behind treasury products."

- Ms. Herdianti Wisesaputri
PT Bank DBS Indonesia.
[Class of January 2014]

 

"The program is very insightful and exciting! We not only get to learn about derivative products, but also the logic behind it. Most importantly, Dr. Jeff is an engaging facilitator. We will definitely recommend this training to our colleagues."

- Ms. Mariska Habni
PT Bank DBS Indonesia.
[Class of January 2014]

 

"This four day seminar has improved my mathematical sense."

- Mr. Syed Zeeshan Haider Taqvi
Pakistan National Shipping Corporation, Pakistan.
[Class of July 2014]

 

"The program opens up the mind, provides a different view!"

- Mr. Lim Zhe Hui
RHB Bank Berhad, Malaysia.
[Class of November 2018]

 

"Informative, motivational, practical! Great Work!"

- Ms. Jennifer Lee Sook Yee
RHB Bank Berhad, Malaysia.
[Class of November 2018]

 

"The seminar was very engaging and the facilitator conducted it with much fun and also added knowledge."

- Mr. Raymond Phing Wee Keat
RHB Investment Bank Berhad, Malaysia.
[Class of November 2018]

 

"The activities - practical (games) spiked up the interest! Great insights - new knowledge added to the learning!"

- Ms. Nurfatimah Zulkepli Binti Zakaria
RHB Investment Bank Berhad, Malaysia.
[Class of November 2018]

 

 


  --- On the PFD02: Financial Derivatives Part II seminar 

Comments from past participants
 

"More such seminars should be organized for market participants to further develop Singapore into a world-class financial centre." 

- Mr. Christopher Koh
Bangkok Bank Public Company Ltd, Singapore.
[Class of July 2001]

 

"Practical, topical, risk-focused, and a highly recommended seminar!"

- Ms. Woramon Clovutivat
Bank of Thailand, Thailand.

[Class of October 2003]

 

“The Derivatives Part II conducted by Dr. Jeffrey Lim was very interesting and was conducted with great depth. Well done! It’s well managed by your firm.”

- Mr. Patrick Koh
UOB Bullion & Futures, Singapore.

[Class of October 2003]

 

“This seminar gives us an idea about structured products and its pricing. I would recommend it to my other colleagues.”

- Mr. Suriyanto Chang
Permatabank, Indonesia.

[Class of October 2004]

 

“Quite informative! The presentation is very different as it brings out the free-flowing structure rather than in a straightforward implementation style.”

- Ms. Vanessa P. Lim
Prudential Asset Management, Singapore.

[Class of October 2004]

 

“I find the seminar very useful and would strongly recommend it to those interested in Credit Derivatives, Exotic Options and Structured Products. Dr. Jeff is a very good facilitator and is able to explain complex concepts in terms which are easy to understand. Appreciate his ability to challenge our thought process leading us to a deeper understanding of these products. Dr. Jeff’s willingness to impart knowledge and advice from his vast practical experience in Treasury Risk and Products is invaluable for us to tackle real  life situations in this competitive banking environment.”

- Ms. Christine Lim Ai Lian
OCBC, Singapore.

[Class of October 2005]

 

“Very Interesting Seminar! Facilitator is very knowledgeable and he makes the learning very easy and fun. The class size is small and the discussion is open-minded. Will strongly recommend others to attend this seminar. Looking forward to attending Part 1 now.”

- Ms. Phang Kai Ling
Nomura Singapore Ltd, Singapore.

[Class of October 2005]

 

“Dr. Jeffrey Lim is able to facilitate the Seminar using techniques and material which are from basic to the more advanced, therefore allowing me to have a deeper understanding of derivatives. He also understands the legal aspects for derivative transactions and that is very useful for us as legal counsels.”

- Mr. Handodo Kangga
Lippobank, Indonesia.

[Class of September 2008]

 

“Financial Derivatives Part II is an enjoyable seminar! I enjoyed the seminar because it added much knowledge for myself (as a beginner) about derivatives products and transactions from the very basic up to the advanced level.

Thank you PI ETA Consulting Company and Dr. Jeffrey C. K. Lim for his ability to explain the theory in a simple way!”

- Ms. Retno Palupi
Lippobank, Indonesia.

[Class of September 2008]

 

“This seminar offers different perspectives to looking at conventional issues/products.”

- Mr. Siew Mun Fei Fabian
ANZ Bank, Singapore.

[Class of July 2010]

 

“This is a good seminar that offers an alternative view to structured products.”

- Mr. Gerald Lam
ANZ Bank, Singapore.

[Class of July 2010]

 

“This is a great training; once you think of getting involved in exotic options or credit derivatives and want a whole simple picture, you must join this seminar!”

- Ms. Raden Widawati
The Bank of Tokyo-Mitsubishi UFJ Ltd, Indonesia.

[Class of July 2010]

 

The world of exotic options and credit derivatives is complex even to most practitioners in the finance industry. Dr. Jeffrey was able to do the breakdown and explain the concepts of such derivatives in a clear and concise manner. His seminar is not typical of the normal “text book” curriculum as it offers a practical and meaningful insight on how these products were actually developed and traded in the real world. Highly recommended for people who want to know more about such products!

- Mr. Aaron Pang Xue Shun
KBC Bank N.V., Singapore.

[Class of August 2018]

 

As expected, a very interesting Program! Learnt a lot about Structured Products that I’ve not touched on previously. Never thought that structuring is so interesting, albeit a little challenging!

- Mr. Wong Ying Woon Jovan
Sumitomo Mitsui Banking Corporation, Singapore.

[Class of May 2021]

 

Very detailed explanations, and Jeff shared real life cases. We enjoyed the Program very much!

- Ms. Jenny Woon
Sumitomo Mitsui Banking Corporation, Singapore.

[Class of May 2021]

 

 


  --- On the PRM01: Firm-Wide Risk Management seminar 


Comments from past participants
 

"As risk management is everybody's business, not just CEOs' or Risk heads', everyone should attend. This seminar can assist them to bring about an awareness of the importance of risk management, and to equip them with the requisite knowledge and foundational tools."

- Mr. Warwick Chau Kai Yeung
RHB Bank Bhd, Singapore.
[Class of April 2002]

 

"Trainer was able to impart his knowledge on risk management and foundational mathematical tools very effectively. Rather than just lecturing from notes, he calls himself a 'facilitator', getting trainees to be effectively involved in group discussions and case studies."

- Mrs. Irene Sim
KBC Bank N.V., Singapore.
[Class of April 2002]

 

"This seminar was beneficial to me as Bank supervisor in our future role in that, moving forward, we need to understand the quantitative models that should be developed and can be applied by our financial institutions. I gained an overview of what should be done by supervisors in coming years as we approach the Basle 2007 Accord."

- Mrs. Dewi Fadjarsarie H.
Bank Indonesia, Indonesia.

[Class of August 2003]

 

"I found the seminar to be very helpful. My practical knowledge of active risk management and its tools were next to zero before I attended the seminar. My thoughts were always skewed towards the point that equity investments' risk were rather difficult to manage and mitigate as it was primarily market-driven. My thoughts have been clarified after attending the seminar."

- Mr. Ching Weng Jin
Malaysian Assurance Alliance Berhad, Malaysia.

[Class of August 2003]

 

"There’s the saying: “If I give you a fish, you eat for a day. If I teach you to fish, you eat for a life-time.” I applaud PI-ETA for taking the latter as the approach. We learn the rudiments of concepts, and learn the context for its application! It goes a long, long way …"

- Ms. Ng Swee Har
United Overseas Bank, Singapore.

[Class of August 2003]

 

"A lot of logic. Nicely paced to suit participants’ level and grasp of basic mathematics. Enjoyed the way it was conducted – Relaxed!"

- Ms. Khairin Abdul Karim
Securities Commission, Malaysia.

[Class of October 2003]

 

"This seminar is useful for me as it increases my knowledge so that I can use it in the future."

- Khun Nantaporn Thamsuaydee
DBS Vickers Securities Pte Ltd., Thailand.

[Class of April 2004]

 

"The two-day seminar on Firm-Wide Risk Management is just the right beginning and introduction to allow me to acquire a good and deeper understanding of firm-wide financial risk and the techniques available to measure and manage these risks."

- Mr. Ramli Muda
Bank Islam Malaysia Berhad, Malaysia.

[Class of June 2004]

 

"This Firm-Wide Risk Seminar helps me to have a better understanding of the concepts behind the methodology of risk management."

- Mr. Mak Chin Kow
Bursa Malaysia Berhad, Malaysia.

[Class of June 2004]

 

"The seminar is relevant for the operational risk aspect of an organization."

- Mr. Mohamed Azlan Mokhtar
Bank Islam Malaysia Berhad, Malaysia.

[Class of June 2004]

 

"Jeff is a very good facilitator and to add on, this is a very good seminar! I would definitely attend such seminars if there are more to come."

- Mr. Low Teck Ngee
United Overseas Bank, Singapore.

[Class of August 2004]

 

"Very good! I think I have made an achievement in my knowledge on risk management. Risk management is important, even in Bank Indonesia. It is good for me to know how the banks access their risks even though this is not exactly within my job scope. Very very interesting the way Jeff teaches us. The seminar was a very exciting experience!"

- Mr. Riza Putera
Bank Indonesia, Indonesia.

[Class of October 2004]

 

"A seminar worth attending!"

- Mr. Andrew Ng
HSH Nordbank, Singapore.

[Class of April 2005]

 

"I really enjoyed the seminar and the instant rapport between all the participants. Although it was tough going at times (especially the number crunching and trying to remember what I had learnt in high school!), I would rate the seminar as essential as building blocks for quantitative risk management. Seminar covered a lot of ground, over and above expectations and ‘set the stage’ for higher threshold of learning and understanding risk from the quantitative aspect. Highly recommended especially for those with mathematical and statistical background."

- Tengku Maizura bte Tengku Ishak
Commerce Asset Ventures Sdn Bhd, Malaysia.

[Class of April 2005]

 

"The facilitator has a good knowledge of the subject matter."

- Ms. Lai Say Lee
HSH Nordbank, Singapore.

[Class of April 2005]

 

"I have a new perspective about Risk Management after attending the Firm wide Risk Management Seminar. The Seminar covers in-depth new ideas and explains the underlying philosophies, so that we understand the reasons behind Risk Management, and how one should mitigate risks first."

- Mr. Sjahruddin Dewang
Bank Finconesia, Indonesia.

[Class of August 2005]

 

"I derived much benefit from attending the Firm wide Risk Management Seminar. It covered various aspects of risk management which I can apply to my work. I recommend others join this seminar too!"

- Mr. A. Triyono
Bank Mizuho Indonesia, Indonesia.

[Class of August 2005]

 

"This seminar can even make a marketing guy like me be “open minded” to understanding and appreciating the various types of risks a bank is faced with."

- Mr. Donardi Rachman
Bank Finconesia, Indonesia.

[Class of August 2005]

 

"Jeffrey is very knowledgeable & experienced. I am honored to have met him because I can learn a lot more from him!"

- Mr. Supriyanto
Bank Finconesia, Indonesia.

[Class of August 2005]

 

"The seminar was good and interesting! Jeffrey conducted the seminar wonderfully, providing beneficial knowledge through an interactive process. For a technical seminar, Jeff was able to adopt a good comprehensible approach to help us better understand Risk Management."

- Mr. Azni Azaddin
Bank Negara Malaysia, Malaysia.

[Class of August 2005]

 

"Converted theory to practical use very well!"

- Mr. Paul Gui Eng Hock
CIMB, Malaysia.

[Class of June 2006]

 

"Workshop session on VaR is useful and beneficial for people who are new to the concept. Great sharing of experience not found in books!"

- Mr. Tioh Jih Ying
Bank Negara Malaysia, Malaysia.

[Class of June 2006]

 

"Provides perspective of reasons behind theory and practical; pragmatic!"

- Mr. Alan Inn Wei Loon
CIMB, Malaysia.

[Class of June 2006]

 

"The seminar provided insights on Enterprise Risk Management from a different perspective. The philosophy and history behind those initiatives were clearly explained."

- Mr. Zahran Bin Tasliman
Johor Corporation, Malaysia.

[Class of November 2006]

 

"This Firm-wide Risk Management seminar is suitable for everyone working in risk management. Jeff instructs on the concepts of risk management and financial management such as VAR Modeling. Additionally Jeff explains the root causes of problems and advocates a mind-set change which is very important and very useful for me. Dare to change, and be challenged to discover the real reasons behind many situations!"

- Khun Weerachai Lakprasert
Bank of Thailand, Thailand.

[Class of November 2006]

 

"The workshop is very effective and able to enhance my knowledge especially on risk management philosophy. The material is very informative and helpful for me as the facilitator is very knowledgeable and experienced."

- Mr. Ahmad Abadi
PT. Bank Mandiri, Indonesia.
[Class of November 2007]

 

"I'm really impressed on how risk management can be viewed from another perspective as a tool to enhance business performance."

- Ms. Sarah Fahma Ghina
Bank of Tokyo-Mitsubishi UFJ, Indonesia.
[Class of June 2008]

 

"I found the seminar to be well-crafted, organized, and insightful. The approach was simple and clear, but yet rich in substance and depth. It also allowed me to have a better appreciation of risk management, not just in ensuring the continuity of the company, but also in applying its principles in every aspect of my life, as I now live with the guiding principle that 'The biggest risk is not seeing the risk!'"

- Ms. Flordeliz A. Elizaga
Bangko Sentral ng Pilipinas, Philippines.
[Class of January 2009]

 

"The seminar was very helpful and interesting. It stood out from other facilitators, due to the "think out of the box" approach! Overall, the contents are relevant to me in my profession. "

- Mr. Reto Isenring
VP Bank (Singpaore) Ltd, Singapore
[Class of August 2011]

 

"Jeff is very engaging and was able to explain difficult concepts in a very simple and easily understood manner. He has a wealth of experience and stories which makes the learning very enjoyable!"

- Ms. Elizabeth Chua Siew Eng
DBS Bank, Singapore
[Class of August 2011]

 

"Jeff's approach was very engaging, interesting and thought provoking. The case studies were relevant and good illustrations that the risks we are exposed to are often hidden and therefore all the more dangerous. I also appreciated the fact that he focused on both the "why" of enterprise risk management as well as the "how" i.e. the calculations."

- Mr. Julian Wong Kok Wei
Factory Mutual Insurance Company, Singapore
[Class of October 2014]

 

"Dr. Jeffrey broke down the complexity of various risk to a simple level which definitely allowed me and will allow anyone who has close to no knowledge on risk to understand risk. I have brought back valuable knowledge which I can use to investigate and apply practically to better understand where my current firm's standing is and if allowed, contribute to the firm. All in, it was an enjoyable and educational seminar!"

- Mr. Raphael Ou-Yang
Commerzbank AG, Singapore
[Class of May 2016]

 

"Really enjoyed the seminar! Dr. Jeffrey Lim conducted the Firm-wise Risk Management seminar with lots of interesting and brainstorming exercises. I would recommend this seminar as it is useful and relevant to current affairs."

- Mr. Kevin Lee
The Bank of Nova Scotia, Singapore
[Class of May 2022]

 

"Always enjoy Jeff's lessons! Interesting & eye opening!"

- Ms. Gigi Tan
The Bank of Nova Scotia, Singapore
[Class of May 2022]

 


  --- On the PRM02: Financial Market Risk Management seminar 

Comments from past participants
 

"This is one of the best treasury-related seminars I've attended so far. Dr. Jeffrey Lim was able to bring us back to the basics, which set us in focused thought processes for the seminar contents. He was able to bring out the essence and key points of the key risk areas."

- Ms. Loo Yin Ha
United Overseas Bank, Singapore.
[Class of April 2002]

 

"Instructor shared much of his practical experience and made the class effective and interesting by making seminar interactive. A highly recommended seminar indeed!"

- Ms. Selina Chew
Daiwa Securities SMBC Singapore Ltd, Singapore.
[Class of April 2002]

 

"The Financial Market Risk Management Seminar is insightful. The approach is intuitive and is a must-attend for any financial professional."

- Mr. Vincent Chia
American International Assurance Co., Singapore.

[Class of September 2003]

 

"Time is money. Time is so precious, but we waste no time at all by attending this 'must-see' seminar by PI ETA!"

- Mr. Emil S. Darmadi
Bank Panin, Indonesia.

[Class of March 2004]

 

"The seminar was a very good learning experience and was full of insights on the use of risk management. The exercises were good experiences as well, as it allowed participants to perform the calculations and apply VaR to their respective areas of business. Additionally, the approach of Dr. Jeffrey Lim was light-hearted and casual which made the learning fun."

- Mr. Rafael G. Ayuste, Jr.
Metropolitan Bank & Trust Company, Philippines.

[Class of March 2004]

 

"The seminar was very challenging, considering the time-frame of 2 days and given the depth of the topic itself. However we are mostly satisfied by the presentation given by Dr. Jeffrey C. K. Lim which opened our minds up to new ways of thinking about Risk Management."

- Mr. Irwan Hendroyono
Bank Panin, Indonesia.

[Class of March 2004]

 

"Attending PI ETA’s Financial Market Risk Management seminar is really a very good learning experience for me. Not only did the lecturer explain the various types of risks in the financial markets and the tools used to measure them, he also explained the rationale behind the computations to measure risks. The actual experiences of Dr. Jeff. Lim helped the participants understand the concept of risks better as he was able to relate it to actual events in the workplace.

Dr. Jeffrey Lim made the two-day affair a very lively and exciting seminar. He is one of the best lecturers I have come across!"

- Mr. Dennis Anthony Elayda
Metropolitan Bank & Trust Company, Philippines.

[Class of March 2004]

 

"Very relevant, practical and useful! Detailed explanation given on basic fundamentals."

- Ms. Tan Yee Hoon
Mizuho Corporate Bank, Singapore.

[Class of September 2004]

 

"It is a seminar that should be attended by anyone who is involved in risk management. Jeff’s clear and precise explanations have dispelled all ambiguity that one may have regarding VaR. A seminar not to be missed!"  

- Mr. Tan Kok How
UOB Asset Management Ltd, Singapore.

[Class of September 2005]

 

"This seminar really widens my perspective on Risk Management and introduces me to new ideas."

- Mr. Bryan Thio
UOB Asset Management Ltd, Singapore.

[Class of September 2005]

 

"It is an excellent seminar given by an equally excellent risk management professional."

- Mr. Sim Choo Kay
PT. Bank UOB Indonesia, Indonesia.

[Class of August 2006]

 

"Very insightful and stimulating seminar! I’ve enjoyed the 2-full day seminar very much."

- Mr. Patrick Hong
Rabobank International, Singapore.

[Class of February 2007]

 

"I'm happy that PI ETA provided us a humble and expert facilitator. Though the time allotted for the seminar is quite short, everybody really appreciated how Jeff makes it easier for us to internalize the importance of “Risk Management”."

- Mr. Gener C. Salvador
Bank of Commerce, Philippines.
[Class of February 2008]

 

"The seminar was very helpful in making us understand the basics of VaR and how it came to be developed. The rationale behind industry practices were explained and you'll be amazed at how these were derived. Important concepts and developments were also discussed which cannot be found in textbooks.

With the help of Prof. Lim, we were able to comprehend complex formulas and understand its different uses in the financial world (you'd want to go back to your college math professor and tell him "I would have understood math better if you taught it this way!"). We also did Excel/Visual Basic exercises to better understand the different methodologies of VaR.

Prof. Lim has a way of connecting to the participants despite the alphabets at the end of his name. He was able to discuss what financial risk management is all about and how it can help your company to continue to do what it's best at!"

- Ms. Ma. Jennifer A. Garcia
Equitable PCI Bank, Philippines.
[Class of February 2008]

 

"I would like to commend the facilitator for being able to explain the complex world of financial risk management in simple and understandable terms. A complete paradigm shift on how to look at things. An Excellent and Highly recommended seminar!"

- Mr. Joel M. Escala
Equitable PCI Bank, Philippines.
[Class of February 2008]

 

"A sensational seminar delivered with full practicality on financial risk management aspects to be adopted by any business institutions in the current era. Topics covered are accentuated with real life examples and not just textbook references. A must for all risk management professionals and/or treasury dealing personnel who wish to use the knowledge acquired from this seminar as a tool to improve overall business management and profitability!"

- Mr. Roland Yeoh Kong Eng
AmBank Group, Malaysia.
[Class of February 2008]

 

"This is an enlightening seminar for me. Jeffrey is able to make the seminar easily understandable and practical. Very comprehensive! Suitable for Risk Managers to attend."

- Mr. Andrew Chew Keng Soon
Bangkok Bank, Singapore.
[Class of February 2009]

 

"The seminar was very insightful. Besides that, the facilitator, Jeff, has a lot of experience about this subject so he can answer all the participants' questions in a smart way and is easy to understand."

- Ms. Novianawati Wahyuni
The Bank of Tokyo Mitsubishi UFJ, Indonesia.
[Class of August 2010]

 

"The seminar provides a very good insight to the fundamentals of Risk Management!"

- Mr. Lim Chng Hou
United Overseas Bank Limited, Singapore.
[Class of August 2010]

 

"Jeffrey makes complex things look easy through real life examples. More importantly, he makes it interesting."

- Mr. Md. Zakir Hossen
IPDC of Bangladesh Limited, Bangladesh.
[Class of March 2011]

 

"This seminar is a great learning experience! Dr. Jeffrey shares some good real life experiences in dealing with financial markets."

- Mr. Md. Ashique Hossain
IPDC of Bangladesh Limited, Bangladesh.
[Class of March 2011]

 

"The seminar was great and very helpful in understanding market risk management!"

- Ms. An Lan
Bank of Communications Co., Ltd, Singapore.
[Class of May 2013]

 

"The seminar was great! Jeff knows how to explain the concepts of Risk Management in Financial Markets with simple and interesting way. A highly recommended seminar."

- Mr. Rio Adhitomo
The Bank of Tokyo Mitsubishi-UFJ, Jakarta Branch, Indonesia.
[Class of October 2017]

 

"Great insight to Risk Management! Really made me understand."

- Mr. Ahmad Faisal Hamdi Bin Dato Paduka Haji Junaidi
Brunei Investment Agency, Brunei Darussalam.
[Class of October 2017]

 

"Great and out-of-textbook session!"

- Ms. Sharon Teo Peck San
Bangkok Bank Public Company Limited, Singapore.
[Class of May 2018]

 

"This seminar is an Eye-Opener. Changed my mindset on Risk Management!"

- Ms. Chen Suyang
Bank of Communications Co. Ltd, Singapore.
[Class of May 2019]

 

"Very Challenging Topic, but Jeff explained well!"

- Ms. Jenny Woon
Sumitomo Mitsui Banking Corporation, Singapore.
[Class of April 2021]

 

"Real Life Case Studies encouraged a lot of Thinking and Reflection!"

- Ms. Joey Lin
The Bank of Nova Scotia, Singapore.
[Class of March 2022]

 

 


  --- On the PTM02: Treasury Markets and Products seminar

Comments from past participants
 

“I feel that Jeff brought out the subject matter in an enjoyable way that did not make me feel tired or sleepy even though my language is limited. I quite understand the transmission.”

- Mrs. Yadi Yuhardinata
Bank Indonesia, Indonesia.
[Class of December 2009]

 

“I really enjoyed the seminar. Very good facilitator! Didn't fall asleep at all and it's useful for me.”

- Mrs. Fifi Dermawan
PT Bank Kesawan, Indonesia.
[Class of December 2009]

 

“This seminar was good and a must for all newcomers to attend. The facilitator (Dr. Jeff) is very knowledgable and experienced. He even shared with us a lot of his knowledge not found in books.”

- Mr. Desmond Tan
AFC Merchant Bank, Singapore.
[Class of December 2009]

 

“It's so refreshing to see Jeff share with such passion and enthusiasm! I have learnt many insights about Treasury / FX Markets that I believe would not be presented or taught elsewhere.

I am glad that Jeff took effort to make me feel comfortable and is concerned that I benefit from the course. His passion and dedication for what he does has encouraged me to ask questions - even those I've stopped asking after I left school.

I believe that Jeff's previous working experience and academically acquired knowledge together with his inquisitive character has equipped him to do his job well.”

- Ms. Grace Kwa
BNP Paribas, Singapore.
[Class of February 2010]

 

“Great!!! One must join this seminar! It's very good treasury markets training, easy to understand, easy to remember!”

- Ms. Raden Widawati (Dawie)
Bank of Tokyo-Mitsubishi UFJ Ltd (Jakarta Branch), Indonesia.
[Class of May 2010]

 

“Totally different approach...Jeff took on a different perspective to deliver the seminar, which makes you understand the background, the history and the essence of the financial markets and the treasury products coming out of it. The knowledge will stay in your head for the rest of your life!”

- Mr. David Pirzada
Bank of Tokyo-Mitsubishi UFJ Ltd (Jakarta Branch), Indonesia.
[Class of May 2010]

 

“I enjoyed the seminar very much... It’s very interesting! Jeff made me have a wider concept about Treasury Markets and Products. Thanks Jeff.”

- Ms. Penny Halim
PT Bank Kesawan Tbk, Indonesia.
[Class of May 2010]

 

“Jeffrey is very engaging and shows his passion for the markets. Keep it up! Thanks for your sharing of in-depth knowledge and expertise.”

- Ms. Chin Sook Chee
Australia and New Zealand Banking Group Limited, Singapore.
[Class of September 2010]

 

“The facilitator Dr. Jeffrey C. K. Lim really made the difference between good and great! I highly recommend this seminar to anyone with a penchant for internalising financial products and jargon.”

- Mr. JJ Poh
Australia and New Zealand Banking Group Limited, Singapore.
[Class of September 2010]

 

“Jeff is a very experienced facilitator in the financial markets and is able to relate the seminar to real practice. I did learn a number of useful concepts and reality of the markets to be able to apply to my work.”

- Mr. Sophina Khiev
ANZ Royal Bank (Cambodia) Ltd, Cambodia.
[Class of September 2010]

 

“A very good seminar and facilitator! Gives one an overview on the Treasury and financial market.”

- Mr. Revo Sergio S. Pangau
Hess (Indonesia - Pangkah) Limited, Indonesia.
[Class of September 2010]

 

“The knowledge learnt from this seminar helps to answer most of my queries pertaining to financial markets that were accumulated during my audit. Through this understanding, I am able to appreciate better and become more effective and efficient in my audit work.”

- Mr. Chua Chee Wan
Auditor-General's Office, Singapore.
[Class of September 2010]

 

“The seminar was fun and I have learnt about Treasury Market and Products in a manner in which I would not have been able to learn from textbook.
The seminar will help me in analysing problems by looking at different perspectives.”

- Ms. Tan Shu Fang Mabel
Bank of Tokyo-Mitsubishi UTJ, Singapore.

[Class of February 2012]

 

“Great session! Jeffrey's way of teaching is very different from some early session I have attended. He gives a bird's eye view, very detailed reasoning. Would recommend this seminar.”

- Mr. Rohit Saxena
GE SeaCo Asia Pte Ltd, Singapore.

[Class of February 2012]

 

“Dr Jeffery Lim is an excellent facilitator who is able to simplify the derivative conceptual framework for effective and easy understanding. Discussions were practical and highly relevant to actual practice.”

- Mr. Alvin Tan
Seaco Asia Pte Ltd, Singapore.

[Class of February 2012]

 

“Engaging facilitator! Concepts well substantiated by real life examples and history.”

- Ms. Chia Caihan
Singapore Exchange Limited, Singapore.

[Class of February 2012]

 

"Very useful seminar from corporate as well as individual perspectives! Knowledgeable & engaging facilitator!”

- Ms. Lim Kim Eng Luvin
Sembcorp Design and Construction Pte Ltd, Singapore.

[Class of June 2012]

 

“This seminar is excellent and Jeff provides explanations in a very detailed and clear manner! Now I understand why I do the things I do in my daily transactions as a dealer and knowing why shows me the how which is advantages and is expected from my bank.”

- Mr. Harry Hartadi
PT Bank Himpunan Saudara 1906, Tbk, Indonesia.

[Class of January 2013]

 

“I enjoyed the seminar program conducted by Dr. Jeffrey. I learnt that the topics covered are related to our daily human life behaviour. Good examples are shown to make the seminar interesting!”

- Mr. David
P.T. Bank Negara Indonesia (Persero) TBK (Singapore Branch), Singapore.

[Class of July 2014]

 

“I really enjoyed the seminar very much! Jeff is a very good facilitator in financial markets. He makes me understand about history of financial markets.”

- Mr. Raden Pandu Widyantara
P.T. Bank Negara Indonesia (Persero) Tbk, Indonesia.

[Class of April 2015]

 

“I really enjoyed the lessons given in two days yesterday. Jeff has a strong passion that I have new knowledge and curiosity over the Treasury Markets and Products. Please feel free to attend this seminar because you will get something out of the ordinary.”

- Mr. Trian Fatria
P.T. Bank Negara Indonesia (Persero) Tbk, Indonesia.

[Class of April 2015]

 

“Having a limited knowledge in Treasury Markets and Products, I find your seminar very useful and easy to understand!. Dr Jeff has been able to engage me throughout the seminar that I can focus on the topics to gain my knowledge and relate it to my daily work. Despite being under the governance unit, the knowledge is very useful for me to carry out my duties in ensuring and understanding what the traders or practitioners are doing."

- Mr. Rozian Shah Kalid
Petroliam Nasional Berhad, Malaysia.

[Class of August 2015]

 

This seminar gives me the chance to come back to the roots and basics of Treasury markets which even experienced traders could often ignore; By digesting and digging into these, it makes technical knowledge flow smoothly and comfortably into my brain; Going to the basics should always be a good way for any-level learners who are keen on or curious about financial market."

- Ms. Ruby Zhang
Commerzbank AG, Singapore.

[Class of July 2016]

 
"It was an honour to meet a speaker like Jeffrey who has amazing experience in financial markets. I personally enjoyed the seminar. I thought it will be stressful with some calculation of number and some hard exercise. But it was totally different. The seminar was very fun with sharing ideas among each other and unleashing some secrets behind our life in financial markets."

Mr. Aditya Perdana Putra
PT. Bank Mizuho Indonesia, Indonesia.

[Class of September 2016]

 
“I totally enjoyed the seminar! Dr. Jeff made participants think out of the box by asking very simple yet difficult questions.
His insight on the treasury markets is totally logical and very unique."

- Mr. Yeo Chok Chin Marcus
RHB Bank Berhad, Singapore.

[Class of October 2016]

 
Jeff was able to bring across his passion, knowledge, and experience in a fun and engaging manner. Interestingly, he brought in history which helped me understand how some financial tools came to be the way they are now. I really enjoyed the seminar!"

- Ms. Loke Yi Ting
The Norinchukin Bank, Singapore.

[Class of January 2017]

 
“Very interesting school of thought on the financial markets!"

- Mr. Tan Ngee Tzui Jonathan
RHB Bank Berhad, Singapore.

[Class of July 2017]

 
“Great out of textbook style teaching!"

- Mr. Yu Sheng Louis Soh
Singapore Power Ltd, Singapore.

[Class of July 2017]

 
“Insightful discussion on lots of history & logic of the financial markets!"

- Mr. Ho Wee Beng
Rhodium Resources Pte Ltd, Singapore.

[Class of March 2018]

 
“Jeff shared very insightful practices and behaviour of the market, and the background and history which helps to connect the dots."

- Mr. Lim Kok Pheng
Treasury Manager, Singapore.

[Class of October 2018]

 
“This course is actually beyond my expectation! Different from all the courses that I have attended. It is easy to understand and uses some examples in life that are very practical."

- Ms. Ratna Liswati Tan
Sakari Resources Limited, Singapore.

[Class of October 2018]

 
“Totally eye opening and insightful! I never knew I could understand treasury markets and products in this manner. Thank you Jeff for incorporating the insights into a supposedly "dry" subject and make it exciting."

- Mrs. Nor Shahda Bt Zakaria
Petroliam Nasional Berhad (PETRONAS), Malaysia.

[Class of October 2018]

 
“Thank you for sharing knowledge and experience for the 2 days program. Good Job!"

- Mrs. Nor Adilah Bt Mat Nain
Petroliam Nasional Berhad (PETRONAS), Malaysia.

[Class of October 2018]

 
“This seminar is more than expected! Looking forward to next program."

- Mr. Kreshna Narendra Ksatriya
PT Trimegah Sekuritas Indonesia Tbk, Indonesia.

[Class of July 2019]

 
“This seminar is easy to understand! The facilitator is patient and ensures participants are familiar with the treasury markets."

- Ms. Berry Chai Ai San
Forchn International Pte Ltd, Singapore.

[Class of January 2020]

 
“Interesting Concepts and lots of Information that is out-of-the-textbooks!"

- Mr. Ted Ee Tiam Leng
The Bank of Nova Scotia, Singapore.

[Class of March 2021]

 
“Great Course! Gave me a lot of practical insights into the world of Treasury in “layman” terms!"

- Ms. Yeo Pei Fang
Sumitomo Mitsui Banking Corporation, Singapore.

[Class of February 2023]

 
“This is definitely a must-go course if one wishes to know more about treasury markets and products. Never a dull moment for something as serious as markets and products. The real life solutions shared to some of the questions helped to stimulate critical thinking, in addition to the application of knowledge."

- Mr Ong Ci De
Keppel Enterprise FinHub Pte Ltd, Singapore.

[Class of February 2024]

 



  --- On the PTM01: Treasury Management seminar

Comments from past participants
 

“There exists risks in everything we do, and all we can do is to control it, so it doesn’t impact us significantly when it happens. The Treasury Risk management seminar helped me to see things more thoroughly, and it challenged the way I think and helped me set a new paradigm on how to see things. This is a very good seminar to attend !”

- Mr. Surjadi Widjaja
Bank NISP, Indonesia.
[Class of December 2003]

 

“By the end of the Seminar, the facilitator was able to change my mindset in viewing things by using his approach of always going back to the basic initial processes. Jeff makes us think and be more vigilant on the operational risk aspects of Treasury Management.”

- Hajah Irma Suryani Mazwati Bte Haji Hashim
The Islamic Bank of Brunei Bhd, Brunei.
[Class of May 2004]

 

“The seminar is useful and it makes us understand the whole flow of how the Treasury works.”

- Ms. Suparin Boonmee
Bank of Ayudhya Ltd, Thailand.
[Class of May 2004]

 

“Jeff is a good teacher. He makes us understand the various cases from different perspectives. One can learn more from him. The seminar is relaxed and casual! I hope to join more future seminars by PI ETA!”

- Ms. Marta Dwi Astuti
Panin Bank, Indonesia.
[Class of May 2005]

 

“Jeff as the instructor gave us new perspectives to understanding the issues in Treasury Management and he made the material understandable. I had a great opportunity to learn in the friendliest environment that I have ever been in.”

- Ms. Sienny Tanzil
Panin Bank, Indonesia.
[Class of May 2005]

 

“The seminar offers a very different and yet useful perspective of Treasury Management. It approaches it from the basics of Treasury Management and applies them effectively into the management process.”

- Ms. Devi Femina
PPM Institute of Management, Indonesia.
[Class of May 2005]

 

“Simple, relaxed, practical and useful! The seminar is very good!”

- Ms. Nia Lestari
Panin Bank, Indonesia.
[Class of May 2005]

 

“Practical aspects were great! Jeff makes you think through so that you understand the ‘whys’, rather than to accept the usual regurgitation of facts.”

- Ms. Nathalee Handy
BNP Paribas, Singapore.
[Class of May 2006]

 

“By joining this seminar, we can open up our minds to what real Treasury Management is really about!”

- Mr. Judy Aryanto Tissadharma
PT. Bank Mizuho, Indonesia.
[Class of May 2006]

 

“Dr. Jeffrey Lim’s extensive experiences and knowledge in the area of financial markets allowed him to present this course very successfully.”

- Mr. Mohammad Hanis Osman
Hwang-DBS Investment Bank Berhad, Malaysia.
[Class of May 2007]

 
“Very informative and practical session.”

- Mr. Patrick Hong Kum Hong
Rabobank International, Singapore.
[Class of June 2009]

 
“Knowledgeable facilitator who introduces/shares beyong textbooks.”

- Ms. Lai Choi Wai
The Bank of New York Mellon, Singapore.
[Class of July/August 2014]

 
“Dr. Jeffrey C.K. Lim is a very engaging and excellent facilitator. He managed to share background, history, and the essence of Financial Market which cannot be found in Books. Very recommended Seminar!”

- Mr. Billi
PT. Bank DBS Indonesia, Indonesia.
[Class of July 2015]

 
“The seminar is interactive, engaging and informative; and the topics covered are relevant to actual practice! This seminar provides a good overall understanding of Treasury Management.”

- Mr. Tan Choon Hwa
Bangkok Bank Public Company Ltd, Singapore.
[Class of July 2019]

 
“Fully enjoyed the seminar! Very interesting topics and real life cases were shared by Jeffrey. Will definitely return for other programs. Thanks Jeff!”

- Ms. Jenny Woon
Sumitomo Mitsui Banking Corporation, Singapore.
[Class of July 2020]

 
“Thoroughly enjoyed the 2-Day Treasury Management Program! Have learnt a lot more about market conventions than I ever did in my career. Thanks very much and will be back for more!”

- Ms. Shaunna Chang
Sumitomo Mitsui Banking Corporation, Singapore.
[Class of July 2020]

 
“Very interesting and adequately covers a comprehensive range of subject matters with the Treasury Risk Management universe!”

- Mr. Cao Yu Jie
Bank of Nova Scotia, Singapore.
[Class of June 2022]

 
“Jeff's approach involved getting us to relook at our common assumptions on risk management and go beyond the "textbook" perspective to the practical examination of the case studies discussed.”

- Mr. Kelvin Sim
Bangkok Bank Public Company Ltd, Singapore.
[Class of June 2023]

 

 


  --- On the PMC01: PI ETA Mission Challenge seminar

“The PI ETA Mission Challenge was indeed enjoyable! The challenge was an interesting combination of “a little adventure” and practical financial management training. I felt more confident after participating in the challenge as it taught us the value of not making any unnecessary assumptions in the decision process and to consistently think “outside the box” in all my future undertakings. I hope to join other PI ETA seminars in the future!”

- Mr. Herdy Pratomo
Bank Finconesia, Indonesia.
[Class of August 2005]
 

“The challenge was indeed a practical exploration in competitive dynamics, involving “horse-trading”, probability assessment, strategic thinking and street smarts.”

- Mr. Dennis Yap
Phillip Securities Pte Ltd, Singapore.
[Class of August 2005]
 

“PI ETA Mission Challenge makes me think outside the box. It is always good to have such a refreshing seminar after working for few years to have a bigger picture.”

- Mr. Teyu Che Chern
Phillip Securities Pte Ltd, Singapore.
[Class of August 2005]
 

“The training is able to change the way we think from our old mindsets that used to be skewed by preset ideas. By attending this training, you have to be prepared to expect the unexpected. We enjoyed the training!”

- Mr. M. Janu Isnadi
Bank Finconesia, Indonesia.
[Class of August 2005]
 
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