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     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 our upcoming Seminars.  
 


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

 

Financial Derivatives Part I 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.





 



 
For more information: Table of Contents
  
 
 Author: Dr. Jeffrey C. K. Lim

  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.










 

For more information: Table of Contents
  
 
 Author: Dr. Jeffrey C. K. Lim

  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.





 



 
For more information: Table of Contents
  
 
 Author: Dr. Jeffrey C. K. Lim

  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.









 

For more information: Table of Contents
  
 
 Author: Dr. Jeffrey C. K. Lim

  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.











 

For more information: Table of Contents
  
 
 Author: Dr. Jeffrey C. K. Lim



Comments from past participants:
 
 

--- On the PFD01: Financial Derivatives Part I seminar 

"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 Jan 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 Jan 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 seminar to others!"

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




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

"Gain a useful insight into the world of Financial Derivatives which would be useful in the development of more structured products to better serve the needs of clients."

"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]




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

"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 Ocotber 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]




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

"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 the seminar interactive. A highly recommended seminar indeed!"

- Ms. Selina Chew
Daiwai 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