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Our specialist and system training courses

When selecting our trainers, we take care to ensure that alongside their specialist and/or technical suitability, they most importantly have the ability to pass on complex knowledge in an understandable format.

Technical and system training programmes in
the fields of portfolio and risk management

On the basis of our long-standing project experience with SimCorp Dimension and our extensive expertise in the field of portfolio management, we have developed a customised seminar and workshop programme for customers of SimCorp Dimension. It is aimed specifically at SimCorp Dimension users from the various sectors (trading, handling, risk controlling, reporting, financial accounting). In addition to the safe handling of the system in an audit-relevant manner, the system training programmes can also be combined with courses about technical contexts. We will be happy to develop a range of customised training programmes for users in your company.

In 2016, we will also be running training programmes at all academies of the Savings Bank Finance Group in the Depot A application of Sim Corp Dimension.

 

 

Do you have any questions?

Send me an email.

Klaus Weiler, Consultant

Klaus Weiler

Managing Director

“...we can rely on the highly developed knowledge of SimCorp Dimension® in the implementation of complex technical projects.“

Dr. Wolfgang Heinrichs

Head of IT-securities, MEAG GmbH

Individual training programme

for the Savings Banks Finance Group:

Preyer-Training – Initial training courses

  • → Basic Training with SimCorp Dimension

    Target group:

    This training programme is aimed at staff working in trading, handling, controlling, revisionand registration who are involved with proprietary trading pursuant to MaRisk. Experience in using SimCorp Dimension is advantageous, but not strictly required. The "Basic training" module has been designed with SCD beginners in mind. It conveys all basic SCD knowledge that is necessary in order to work safely with the system in all areas.

    Learning objectives:

    Participants will be familiar with the structure of the SimCorp Dimension application and the relevant workflows in the system. They are capable of solving potential problems on an individual basis.

    Contents

    – Structure of the SimCorp Dimension application

    – Business status concept (workflow)

    – Display transactions, real inventory, limits

    – Relevant settings in SimCorp Dimension

    – Class data, scenarios

    – Relevant reports and evaluations

    – Exercises

    Method:

    Interactive professional presentation, discussion, practical exercises in the SimCorp Dimension system

    Duration:

    1 day

    Dates:

    26.01.2016 Sparkassenakademie Potsdam

    28.01.2016 Sparkassenakademie Potsdam

    01.02.2016 Sparkassenakademie Landshut

    15.02.2016 Sparkassenakademie Landshut

    22.02.2016 Sparkassenakademie Eppstein

    24.02.2016 Sparkassenakademie Saar

    25.02.2016 Sparkassenakademie Budenheim

    29.02.2016 Sparkassenakademie Erfurt

    21.03.2016 Sparkassenakademie Erfurt

    04.04.2016 Sparkassenakademie Düsseldorf

    11.04.2016 Sparkassenakademie Hannover

    18.04.2016 Sparkassenakademie Budenheim

    21.04.2016 Sparkassenakademie Eppstein

    25.04.2016 Sparkassenakademie Stuttgart

    23.05.2016 Sparkassenakademie Eppstein

    06.06.2016 Sparkassenakademie Budenheim

    13.06.2016 Sparkassenakademie Landshut

    15.06.2016 Sparkassenakademie Stuttgart

    27.06.2016 Sparkassenakademie Münster

    04.07.2016 Sparkassenakademie Eppstein

    15.09.2016 Sparkassenakademie Budenheim

    19.09.2016 Sparkassenakademie Erfurt

    27.09.2016 Sparkassenakademie Landshut

    29.09.2016 Sparkassenakademie Stuttgart

    04.10.2016 Sparkassenakademie Münster

    10.10.2016 Sparkassenakademie Landshut

    24.10.2016 Sparkassenakademie Hannover

    07.11.2016 Sparkassenakademie Potsdam

    14.11.2016 Sparkassenakademie Erfurt

    17.11.2016 Sparkassenakademie Düsseldorf

    28.11.2016 Sparkassenakademie Stuttgart

  • → Trading with SimCorp Dimension

    Target group:

    – Employees from the trading sector that are involved in the MaRisk process within the framework of trading

    – Employees from the auditing sector can optionally participate

    Learning objectives:

    The participants know the workflow in the sense of MaRisk within the framework of trading and the mapping of real inventory in the SimCorp Dimension application. You can create generic data and input transactions in SimCorp Dimension, you can also simulate trading and check limit utilisations.

    Prerequisite:

    Attendance of the SimCorp Dimension basic training programme is required for admission to the seminar. Management knowledge about MaRisk (Minimum Requirements for Risk Management) and practical experience in the trading sector.

    Contents – special part

    – Generic data creation using examples

    – Preparation of documents for submission

    – Entry of transactions (shares, annuities, options, futures, interest rate swaps, gold and foreign exchange transactions, securities repo/securities loans)

    – Simulation of transactions

    – Checking the limit utilisations

    Method:

    Interactive professional presentation, discussion, practical exercises in the SimCorp Dimension system

    Duration:

    1 day

    Dates:

    02.02.2016 Sparkassenakademie Landshut

    05.04.2016 Sparkassenakademie Düsseldorf

    25.04.2016 Sparkassenakademie Landshut

    26.04.2016 Sparkassenakademie Stuttgart

    24.05.2016 Sparkassenakademie Eppstein

    07.06.2016 Sparkassenakademie Budenheim

    20.09.2016 Sparkassenakademie Erfurt

    05.10.2016 Sparkassenakademie Münster

    25.10.2016 Sparkassenakademie Hannover

    08.11.2016 Sparkassenakademie Potsdam

  • → Settlement with SimCorp Dimension

    Target group:

    – Employees from the settlement sector that are involved in the MaRisk process within the framework of trading.

    – Employees from the auditing sector can optionally participate.

    Learning objectives:

    The participants know the workflow in the sense of MaRisk within the framework of trading and the mapping of real inventory in the SimCorp Dimension application. They can handle transaction and Back Office business. The participants can create generic data and carry out trading controls..

    Prerequisite:

    Attendance of the SimCorp Dimension basic training programme is required for admission to the seminar. Management knowledge about MaRisk (Minimum Requirements for Risk Management) and practical experience in the settlemente sector.

    Contents - special part:

    – Checking and handling of various transactions

    – Logging of Back Office business

    – Generic data creation using examples

    – Trading controls (market compatibility pre-audit)

    Method:

    Interactive professional presentation, discussion, practical exercises in the SimCorp Dimension system.

    Duration:

    1 day

    Dates:

    16.02.2016 Sparkassenakademie Potsdam

    23.02.2016 Sparkassenakademie Eppstein

    22.03.2016 Sparkassenakademie Erfurt

    12.04.2016 Sparkassenakademie Hannover

    19.04.2016 Sparkassenakademie Budenheim

    30.06.2016 Sparkassenakademie Düsseldorf

    06.10.2016 Sparkassenakademie Münster

    09.11.2016 Sparkassenakademie Potsdam

    11.10.2016 Sparkassenakademie Landshut

    29.11.2016 Sparkassenakademie Stuttgart

  • → Risk Controlling with SimCorp Dimension

    Target group:

    – Employees from the controlling/risk controlling sector that are involved in the MaRisk process within the framework of trading.

    – Employees from the auditing sector can optionally participate.

    Learning objectives:

    The participants are familiar with the workflow in the sense of MaRisk within the framework of trading and the mapping of real inventory in the SimCorp Dimension application. They can maintain and monitor limits and calculate the Value at Risk. They are furthermore in a position to simulate positions.

    Prerequisite:

    Attendance of the SimCorp Dimension basic training programme is required for admission to the seminar. Management knowledge about MaRisk (Minimum Requirements for Risk Management) and practical experience in the controlling sector..

    Contents – special part:

    – Simulation of transactions

    – Limit maintenance/monitoring

    – Reporting date and periodic computation

    – Scenarios

    – Value at Risk(VaR) calculation

    Method:

    Interactive professional presentation, discussion, practical exercises in the SimCorp Dimension system.

    Duration:

    1 day

    Dates:

    27.01.2016 Sparkassenakademie Potsdam

    26.02.2016 Sparkassenakademie Budenheim

    03.03.2016 Sparkassenakademie Hannover

    31.05.2016 Sparkassenakademie Düsseldorf

    14.06.2016 Sparkassenakademie Landshut

    16.06.2016 Sparkassenakademie Stuttgart

    28.06.2016 Sparkassenakademie Münster

    05.07.2016 Sparkassenakademie Eppstein

    15.11.2016 Sparkassenakademie Erfurt

  • → Risk Management with SimCorp Dimension for Audit Specialists

    Target group:

    Employees from the internal audit sector who work in the auditing of proprietary trading involving MaRisk.

    Learning objectives:

    Participants will be able to answer practical examination questions in the context of their implementation within the risk management application with SimCorp

    Dimension (SCD). This takes into account questions from internal auditing, the auditing agencies, and the Federal Bank audits. They are aware of the possible solutions and the required test fields.

    Contents:

    The course deals with the following subjects relevant to the examination:

    – Securities

    – Commercial operations and market risks

    – Counterparty and issuer risks

    – Interfaces

    – Financial accounting

    – Statements

    – Annual accounts

    – Authorisation

    Exchange between participants about specialist issues and their implementation

    Method:

    Interaktiver Fachvortrag, Diskussion, praktische Übungen im System SimCorp Dimension.

    Duration:

    1 day

    Dates:

    18.02.2016 Sparkassenakademie Potsdam

    01.03.2016 Sparkassenakademie  Erfurt

    04.03.2016 Sparkassenakademie  Hannover

    22.04.2016 Sparkassenakademie  Eppstein

    29.06.2016 Sparkassenakademie  Münster

    07.07.2016 Sparkassenakademie Saar

    16.09.2016 Sparkassenakademie  Budenheim

    28.09.2016 Sparkassenakademie  Landshut

    30.09.2016 Sparkassenakademie  Stuttgart

    18.11.2016 Sparkassenakademie  Düsseldorf

“The Preyer team works independently, in a pragmatic and goal-oriented way.“

Uwe Böttrich

Controlling and Reporting
Hesse-Thuringia Savings Bank And Giro Association

Preyer-Training – Expert training and additional courses

  • → Risk Controlling with SimCorp Dimension –
Value at Risk and Backtesting

    Target group:

    Employees from the controlling sector that are involved in the MaRisk process within the framework of trading and have already got to know the SimCorp application within the framework of real-world and/or parallel operation.

    Learning objectives:

    The participants are familiar with the functionality of the Value at Risk (VaR) calculation in the SimCorp Dimension application. You know the functioning of backtesting, the evaluation of the stock positions and the simulation of scenarios in the SimCorp Dimension application.

    Contents:

    – VaR calculation methods and implementation in SCD

    – Underlying settings (deposits and segments)

    – Assets and management of risk factors

    – Price profiles and evaluation definitions (determination of zero scenarios) Rate types

    – Relevant settings for generic data

    – Description of the user interfaces and functions needed for VaR calculation

    – Procedure for fresh issues (mapping)

    – Presentation of VaRs in the real inventory display (working with risk factor selection and risk factor scenarios)

    – Analysis of VaRs (risk factor profits, “risk factor tolerance definition”, comparative calculation in Excel on an example of a share/fund)

    – Risk aggregation

    Method:

    Interactive professional presentation, discussion, practical exercises in the SimCorp Dimension system.

    Duration:

    1 day

    Dates:

    03.02.2016 Sparkassenakademie Landshut

    10.02.2016 Sparkassenakademie Stuttgart

    06.04.2016 Sparkassenakademie Düsseldorf

    25.05.2016 Sparkassenakademie Eppstein

    30.05.2016 Sparkassenakademie Landshut

    08.06.2016 Sparkassenakademie Budenheim

    21.09.2016 Sparkassenakademie Erfurt

    07.10.2016 Sparkassenakademie Münster

    26.10.2016 Sparkassenakademie Hannover

    02.11.2016 Sparkassenakademie Potsdam

    30.11.2016 Sparkassenakademie Stuttgart

  • → Risk Controlling with SimCorp Dimension –
Evaluations and simulations

    Target group:

    Employees from the controlling sector who work in determining transaction risks involving MaRisk. Prerequisites for successful participation are:

    – Business knowledge in the field of MaRisk (Minimum requirements of risk management)

    – Seminar “Risk Controlling with SimCorp Dimension SCD Risk Management”

    – Real-world experience in the controlling/risk controlling sector

    Learning objectives:

    The participants know the models and procedures of risk and key figure determination for the most important financial instruments and can implement these practically in the SimCorp Dimension application

    Contents:


    Evaluation and market price risk determination from Depot-A stocks:

    – fixed-interest bonds

    – Floating-rate bonds

    – Futures

    – Forward exchange dealing

    – Swaps

    – selected options

    Tracking of results/Key Figures with the help of the real inventory display and/or reference date and accrual accounting


    Reference Date / accrual accounting:

    – Description of the user interfaces

    – Compilation of individual calculations

    – Price profiles and evaluation definitions

    – Determination of spreads across the real inventory display

    – Control of the generic data (use of spreads)

    – Working with the calculation results (filtering and the preparation of search conditions)


    Market data scenarios (scenario simulations):

    – Scenario types

    – Working with segments (shares and funds)

    – Preparation of scenarios, integration in the calculation

    – Analysis of scenario results

    Working with the online reports B02 and B03 (presentation of simulation results)

    Method:

    Interactive professional presentation, discussion, practical exercises in the SimCorp Dimension system.

    Duration:

    2 days

    Dates:

    04.-05.02.2016 Sparkassenakademie Landshut

    11.-12.02.2016 Sparkassenakademie Stuttgart

    07.-08.04.2016 Sparkassenakademie Düsseldorf

    07.-08.04.2016 Sparkassenakademie Landshut

    02.-03.06.2016 Sparkassenakademie Eppstein

    09.-10.06.2016 Sparkassenakademie Budenheim

    22.-23.09.2016 Sparkassenakademie Erfurt

    13.-14.10.2016 Sparkassenakademie Münster

    27.-28.10.2016 Sparkassenakademie Hannover

    03.-04.11.2016 Sparkassenakademie Potsdam

    10.-11.11.2016 Sparkassenakademie Stuttgart

  • → Reporting with SimCorp Dimension

    Target group:

    The training programme is aimed at employees from the fields of trading, settlement, controlling and reporting who regularly work with inputs or queries in SimCorp Dimension.

    Learning objectives:

    Participants become familiar with important fields and functions in the SimCorp Dimension (SCD) application used to ensure compliance with the national regulatory reporting requirement. Amongst other topics, they will be taught the labelling options for reporting requirements pursuant to Basel III in SCD, and the screening of funds using the transparency approach. They will learn how to implement the necessary encryption of deposit and category settings. The inventory options necessary for satisfying European supervisory laws (Trade repository/EMIR) are not part of this training programme.

    Contents:

    Fields and functions in SCD that influence the supply to the reporting system:

    – Relevant fields and settings on the category, deposit, partner and business screens

    – Settings of specific tools for the reporting system

    – Evaluations with the relevant deadline and period calculations and actual positions

     

    The new input fields in SCD:

    – For items relating to the allowance for capital equity pursuant to Basel III (COREP)

    – For reporting settlement and advance performance risks (incl. process descriptions)


    Screening methods according to the transparency approach:

    – Necessary encryption of deposit and category settings on the basis of case studies

    – Various stages of the screening

    – Decomposition of the risks in the funds

    – Item price adjustment (share in the fund assets)

    – Possibility of crediting a fund to an "unknown debtor" in all constructs

    – Evaluations for coordination with the reporting systems

    Method:

    Interactive specialist lecture and discussion

    Duration:

    1 day

    Dates:

    17.02.2016 Sparkassenakademie Potsdam

    23.03.2016 Sparkassenakademie Erfurt

    13.04.2016 Sparkassenakademie Hannover

    15.06.2016 Sparkassenakademie Budenheim

    01.07.2016 Sparkassenakademie Düsseldorf

    06.07.2016 Sparkassenakademie Eppstein

    08.07.2016 Sparkassenakademie Saar

    26.09.2016 Sparkassenakademie Landshut

    08.11.2016 Sparkassenakademie Stuttgart

    01.12.2016 Sparkassenakademie Stuttgart

    07.12.2016 Sparkassenakademie Münster

  • → Annual accounts with SimCorp Dimension

    Target group:

    The training programme is aimed at employees from the fields of settlement and accounting in charge of preparing annual accounts with SimCorp Dimension.

    Learning objectives:

    The participants will be taught all relevant content for successfully carrying out annual accounts with SimCorp Dimension.

    Contents:

    – Preparations for the annual accounts (rates, classes, accrued interest)

    – Activities between the end of the year and the annual accounts

    – Carrying out the annual accounts

    – Annual tax report

    – Additional information

    – Other topics requested in advance by the savings banks

    Duration:

    1 day

    Dates:

    01.12.2016 Sparkassenakademie Erfurt

    02.12.2016 Sparkassenakademie Eppstein

    02.12.2016 Sparkassenakademie Landshut

    05.12.2016 Sparkassenakademie Kiel

    05.12.2016 Sparkassenakademie Münster

    06.12.2016 Sparkassenakademie Münster

    06.12.2016 Sparkassenakademie Hannover

    07.12.2016 Sparkassenakademie Hannover

    07.12.2016 Sparkassenakademie Düsseldorf

    09.12.2016 Sparkassenakademie Budenheim

    12.12.2016 Sparkassenakademie Potsdam

    13.12.2016 Sparkassenakademie Potsdam

    12.12.2016 Sparkassenakademie Stuttgart

    13.12.2016 Sparkassenakademie Stuttgart

    14.12.2016 Sparkassenakademie Stuttgart

In addition, we offer in-house training and webinars on a variety of topics involving Depot A and SimCorp Dimension. The individual training sessions can be found in our current training catalogue:

Preyer Training

Seminars and Webinars 2017
(available in German, PDF, 1.067 kB)

PREYER is an official partner of:

© 2017 by Preyer GmbH, Kronberg im Taunus.

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