Pelatihan Auditing Investment Activities

Auditing Investment Activities Training

Description of Training Auditing Investment Activities

Auditing Investment Activities

Investment audit assignments present specific challenges and require specialized skills. Whether you’re a staff auditor preparing for a new assignment or an experienced auditor or audit manager interested in gaining a broader perspective and new planning strategies, this course will give you the tools to conduct or manage an investment audit with confidence. This course gives participants an understanding
of basic investment terminology, strategies, core processes, and common concepts and terms. Instructors will also explore front office, back office, and middle office activities, control objectives, and internal control best practices. Through lectures and group discussions, auditors learn how to create a foundation for delivering high-quality audit services while building credibility with investment audit clients. Ultimately, participants will gain a thorough understanding of the investment environment and the cash management function, as well as the asset and liability management function and how to detect red flags and control investment risks.

Materi Pelatihan Auditing Investment Activities

1.  Introduction to Investment Auditing
?  Why audit investments?
?  Key investment terminology
2.  Understanding the Investment Environment
?  Introduction to the investment process
?  Understanding the short-term market: T-bills, commercial paper, banker’s acceptance, CDs, Eurodollars, and agencies
?  Reviewing the major securities in the capital markets
3.  Understanding the Cash Management Function
?  Reasons to hold cash in the portfolio
?  Best practices for “economizing” cash
?  Internal controls in the cash management process
?  Learning the basics of the “funding” process
4.  The Investment Infrastructure: Best Practices
?  Back office and reporting: Trade settlement, systems and controls, pitfalls of investment reporting, straight-thru processing, reporting class exercise
?  The roles of the front office: Portfolio management process, auditing broker activity, auditing soft dollar activity
?  Reviewing the functions of the middle office: Model verifications, price verifications
5.  The Asset and Liability Management Function
?  Significance of the asset and liability function
?  Reviewing the popular methods of ALM
?  Reviewing best practices in the ALM process
6.  Controlling Investment Risks
?  Management risk
?  Market risk
?  Credit risk
?  Legal risk
?  Operational risk
?  Establishing the compliance function
7.  Summary
?  Key controls
?  Getting started
?  “Red flags”

Peserta

Peserta dapat diikuti oleh semua yang tertarik pada bidang ini. Selain itu juga dapat diikuti oleh semua yang ingin mengatahui dan mendalami tentang bidang ini.

Instruktur

Instruktur dalam Pelatihan dan Training ini akan dibawakan oleh seorang yang ahli dalam bidang ini.

Metode

1. Presentasi

2. Diskusi antar peserta

3. Studi kasus

4. Simulasi

5. Evaluasi

6. Konsultasi dengan instruktur

Jadwal Pelatihan Jogja Media Training 2020 :

5-7 Januari 2021 | 12-14 Januari 2021 | 26-28 Januari 2021

2-4 Februari 2021 | 16-18 Februari 2021 | 23-25 Februari 2021

2-4 Maret 2021 | 16-18 Maret 2021

6-8 April 2021 | 13-15 April 2021 | 27-29 April 2021

4-6 Mei 2021 | 18-20 Mei 2021

2-4 Juni 2021 | 15-17 Juni 2021

6-8 Juli 2021 | 27-29 Juli 2021

10-12 Agustus 2021 | 24-26 Agustus 2021

14-16 September 2021 | 28-30 September 2021

12-14 Oktober 2021 | 26-28 Oktober 2021

2-4 November 2021 | 16-18 November 2021 | 23-25 November 2021

7-9 Desember 2021 | 14-16 Desember 2021 | 21-23 Desember 2021 | 28-30 Desember 2021

Catatan : Jadwal tersebut dapat disesuaikan dengan kebutuhan calon peserta

Lokasi Pelatihan :

  • Yogyakarta, Hotel Dafam Malioboro
  • Jakarta, Hotel Amaris Tendean
  • Bandung, Hotel Golden Flower
  • Bali, Hotel Ibis Kuta

Investasi Pelatihan Tahun 2019 ini :

  • Investasi pelatihan selama tiga hari tersebut menyesuaikan dengan jumlah peserta (on call). *Please feel free to contact us.
  • Apabila perusahaan membutuhkan paket in house training, anggaran investasi pelatihan dapat menyesuaikan dengan anggaran perusahaan.

Fasilitas Training :

  1. FREE Airport pickup service (Gratis Antar jemput Hotel/Bandara/Stasiun/Terminal)
  2. Module / Handout
  3. FREE Flashdisk
  4. Sertifikat
  5. FREE Bag or bagpackers (Tas Training)
  6. Training Kit (Dokumentasi photo, Blocknote, ATK, etc)
  7. 2xCoffe Break & 1 Lunch, Dinner
  8. FREE Souvenir Exclusive
  9. Training room full AC and Multimedia

Jogja Training

Jogja Training adalah portal informasi training di yogyakarta.

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