Finance Training in Plovdiv

This training session will explore the challenges of financial analysis by leveraging the advanced capabilities of Excel.

Designed for financial analysts, accountants, and professionals seeking to enhance their spreadsheet skills in the domain of financial analysis.

R is a widely adopted programming language within the financial sector, utilized in applications ranging from core trading systems to risk management platforms.

Through this instructor-led live training, participants will acquire the skills to leverage R for developing practical solutions to specific financial challenges.

Upon completion of this training, participants will be capable of:

• Gaining a solid understanding of R programming fundamentals
• Selecting and employing R packages and techniques to organize, visualize, and analyze financial data from diverse sources such as CSV files, Excel, databases, and web interfaces
• Developing applications that address issues related to asset allocation, risk analysis, investment performance, and more
• Troubleshooting, integrating, deploying, and optimizing R applications

Audience

• Developers
• Analysts
• Quants

Course Format

• A blend of lectures, discussions, exercises, and extensive hands-on practice

Note

• This training is designed to provide solutions to key challenges faced by finance professionals. If you wish to include or elaborate on a specific topic, tool, or technique, please contact us to make arrangements.

Python has emerged as a highly popular programming language within the financial sector. Adopted by leading investment banks and hedge funds, it is utilized to develop a diverse array of financial applications, spanning from core trading systems to risk management solutions.

Through this instructor-led live training, participants will acquire the skills necessary to leverage Python for creating practical applications that address specific challenges in finance.

Upon completing this training, participants will be capable of:

• Grasping the fundamental concepts of the Python programming language
• Downloading, installing, and managing the optimal development tools for building financial applications in Python
• Choosing and employing the most appropriate Python packages and programming techniques to organize, visualize, and analyze financial data from various sources (such as CSV, Excel, databases, and web platforms)
• Developing applications that resolve issues related to asset allocation, risk analysis, investment performance, and other areas
• Troubleshooting, integrating, deploying, and optimizing Python applications

Audience

• Developers
• Analysts
• Quants

Format of the course

• A blend of lectures, discussions, exercises, and extensive hands-on practice

Note

• This training focuses on providing solutions to key challenges faced by finance professionals. If there is a specific topic, tool, or technique you wish to explore or expand upon, please contact us to arrange for customization.

Target Audience

This course is designed for Senior Management teams who require a practical understanding of AML and CTF prevention, along with awareness of other significant and evolving financial crime issues.

Course Structure

The training combines the following elements:

• Interactive facilitated discussions
• Visual slide presentations
• Real-world case studies
• Practical examples

Learning Objectives

Upon completion of this course, participants will be able to:

• Articulate methods for preventing AML and CTF activities
• Comprehend the key aspects of AML and CTF as they pertain to their organization, including national and international initiatives aimed at combating these crimes
• Identify strategies for protecting the company and its employees against the risks of Money Laundering and Terrorist Financing
• Describe how organizations may become targets for these crimes and recognize the 'red flags' that aid in identifying, preventing, and reporting suspicious or confirmed criminal activity
• Gain insight into other critical areas of financial crime

This instructor-led, live training (online or onsite) is targeted at manufacturing managers and engineers seeking to enhance their ability to evaluate investments, develop robust business cases, and present compelling narratives for capital projects.

By the end of this training, participants will be able to: calculate and apply core investment appraisal metrics to manufacturing scenarios, build a complete CAPEX investment case including cash flow projections and sensitivity analysis, use templates and Capex Cards to streamline the approval process, and prepare clear executive-level narratives to justify capital expenditure requests.

Target Audience

Designed for all employees who require a practical understanding of Corporate Governance within their organization.

Course Structure

This program employs a dynamic and highly interactive approach, combining:

• Guided group discussions
• Visual slide presentations
• Real-world examples
• Practical exercises
• In-depth case studies

This instructor-led, live training (online or onsite) is aimed at managers who wish to identify and minimize the risk of fraud faced by e-commerce merchants.

By the end of this training, participants will be able to:

• Understand how e-commerce fraud occurs.
• Analyze vulnerabilities in their company's e-commerce platform and processes.
• Assess a company's 'readiness' for adopting new anti-fraud measures
• Communicate and incorporate appropriate anti-fraud policies.

Format of the Course

• Interactive lecture and discussion.
• Lots of exercises and practice.
• Hands-on implementation in a live-lab environment.

Course Customization Options

• To request a customized training for this course, please contact us to arrange.

This live, instructor-led training in Plovdiv (online or onsite) is tailored for financial professionals in US and non-US institutions who wish to understand the legal, compliance, and enforcement aspects of FATCA to maintain compliance with US tax authorities (IRS).

By the end of this training, participants will be able to understand:

• FATCA's impact on global tax compliance and financial transparency.
• FATCA's due diligence and reporting requirements.
• FATCA's most important legal aspects and how to ensure compliance.

During this instructor-led live training, participants will gain insight into the core characteristics of financial markets and the mechanics of trading within them. The course begins with an overview of financial market structures, key terminology, and the conventions used to describe market activities. We then explore the rationale and methods behind investing in various financial instruments. Key topics covered include trading strategies, risk management, and real-world case studies that analyze the individuals, institutions, and strategies driving investments in financial markets.

Audience

• Business managers

Course Format

• A blend of lectures, discussions, and practical exercises

This introductory course offers participants a comprehensive and practical understanding of key financial markets, including their objectives, functions, primary activities, and regulatory frameworks. Designed to serve as both a refresher and an educational resource, while also presenting intellectual challenges, the course aims to maximize the benefits for all attendees. Active feedback and discussion are encouraged throughout the interactive sessions, which go beyond mere fact-sharing to foster deeper engagement.

The primary goal is to ensure that, upon completion, all delegates are significantly better equipped to address client needs and contextualize the services and markets in which they operate and participate.

This instructor-led live training in Plovdiv (offered online or onsite) targets cloud administrators, cloud architects, technology leaders, and financial analysts who aim to record, manage, monitor, and process their organization's financial assets in the cloud.

By the end of this training, participants will be able to apply FinOps practices to forecast costs, optimize processes, and carry out financial management operations in the cloud.

GnuCash is an open-source, cross-platform double-entry accounting system designed for managing personal and small business finances. It provides comprehensive accounting features, including invoicing, expense tracking, reconciliation, and financial reporting. GnuCash supports online banking integration, multiple currencies, and allows for importing and exporting data in various formats such as QIF, OFX, and CSV.

This instructor-led live training (available online or onsite) targets beginner to intermediate business professionals who want to effectively manage and automate accounting, billing, and reporting processes using GnuCash.

Upon completion of this training, participants will be able to:

• Install, configure, and customize GnuCash for business needs.
• Set up business accounts and manage transactions using double-entry accounting principles.
• Generate financial statements and reports for analysis and auditing purposes.
• Integrate GnuCash with banks, external systems, and online data sources.
• Automate recurring transactions and handle multi-currency operations.

Format of the Course

• Interactive lectures and discussions.
• Practical exercises and real-world business case studies.
• Hands-on configuration and data entry in a live lab environment.

Course Customization Options

• To request a customized training session for this course, please contact us to arrange details.

Introduction to Structured Products

This course is designed to offer participants a comprehensive overview of the structured products utilized within investment banking. Upon completing the program, attendees will possess a practical understanding of the subject and will be equipped to address the following key questions:

1. What constitutes a structured product?
2. What are the primary reasons for their issuance?
3. In what ways do both issuers and investors derive benefits?
4. What methods are used to structure and price various derivative products?
5. What risks and expenses are associated with creating structured financial products?
6. What defines embedded derivatives?
7. What are exotic options?
8. What factors must be considered regarding pricing and hedging?

This instructor-led, live training in Plovdiv (online or onsite) is aimed at managers who wish to gain a working understanding the IFRS 17 standard.

By the end of this training, participants will be able to:

• Identify the key requirements of IFRS 17.
• Know the differences between IFRS 17 and IFRS 4.
• Understand IFRS rules.
• Understand financial models and their numbers.
• Dissect and understand different types of insurance contracts and accounting models.
• Prepare a well-informed transition plan and schedule.
• Implement IFRS 17 within an organization.
• Identify and measure insurance contract performance.

This instructor-led live training (on-site or remote) is designed for accountants and bookkeepers looking to utilize Xero for bookkeeping.

By the end of this course, participants will be able to:

• Obtain a real-time perspective on cash flow.
• Link bank accounts to Xero for bank reconciliation.
• Prepare and verify VAT (Value Added Tax) returns in Xero.
• Create reports for distribution among team members.

Audience

This course is designed for all staff members who need a practical grasp of Compliance principles and effective Risk Management techniques.

Course Format

The training employs a blended learning methodology that incorporates:

• Guided group discussions
• Slide-driven presentations
• Case study analysis
• Practical real-world examples

Course Objectives

Upon completion, participants will be capable of:

Gaining a comprehensive understanding of the core elements of Compliance, as well as national and international initiatives designed to manage related risks.

Articulating how organizations and their teams can implement an effective Compliance Risk Management Framework.

Clarifying the roles and responsibilities of Compliance Officers and Money Laundering Reporting Officers, and understanding how these functions fit into the broader business structure.

Recognizing critical risk areas within Financial Crime, specifically in the context of international operations, offshore jurisdictions, and high-net-worth client interactions.

This course offers a thorough introduction to the MATLAB technical computing environment, alongside guidance on utilizing MATLAB for financial applications. Designed for beginners and those seeking a refresher, no prior programming experience or MATLAB knowledge is required. Key themes throughout the course include data analysis, visualization, modeling, and programming. Topics covered encompass:

• Navigating the MATLAB user interface
• Inputting commands and defining variables
• Analyzing vectors and matrices
• Visualizing data from vectors and matrices
• Manipulating data files
• Managing data types
• Automating tasks via scripts
• Developing programs with logical structures and flow control
• Creating functions
• Leveraging the Financial Toolbox for quantitative analysis

Machine Learning is a subfield of Artificial Intelligence that enables computers to learn patterns without being explicitly programmed. Python, a widely used programming language, is renowned for its clear syntax and readability. It provides a robust collection of well-tested libraries and techniques ideal for developing machine learning applications.

Through this instructor-led live training, participants will gain the skills to apply machine learning techniques and tools to solve real-world challenges within the banking sector.

Participants will first grasp the fundamental principles, then apply their knowledge by constructing their own machine learning models and utilizing them to complete several team-based projects.

Audience

• Developers
• Data scientists

Format of the course

• A mix of lectures, discussions, exercises, and extensive hands-on practice

Machine learning represents a subset of Artificial Intelligence where computers acquire the ability to learn from data without being explicitly programmed. Python is widely recognized for its clear syntax and readability, providing an extensive collection of robust, well-tested libraries and techniques ideal for developing machine learning applications.

Through this instructor-led live training, participants will discover how to apply machine learning techniques and tools to solve real-world problems within the finance industry.

Participants will first grasp the core principles before putting their knowledge into practice by building their own machine learning models and utilizing them to complete various team projects.

By the end of this training, participants will be able to:

• Comprehend the fundamental concepts of machine learning
• Explore the applications and uses of machine learning in finance
• Develop their own algorithmic trading strategy using machine learning with Python

Audience

• Developers
• Data scientists

Format of the course

• A mix of lectures, discussions, exercises, and extensive hands-on practice

This instructor-led live training Plovdiv (online or onsite) is designed for developers who wish to employ the Open Bank Project API to develop and test decentralized applications that can be easily integrated into digital banking systems.

By the conclusion of this training, participants will be able to:

• Set up the necessary development environment to commence application development with the OBP API.
• Understand the Open Bank Project architecture, technology, and concepts.
• Learn how to use and customize the OBP API to develop and build applications for banking.
• Explore the features, tools, APIs, and sandboxes in OBP.
• Implement security and integrations in OBP API connectors and adapters.

Why should you attend?

We operate in an ever-expanding global marketplace brimming with opportunities that we must seize. However, this growth brings heightened competition, and many of the existing complexities remain. Determining the most appropriate and competitive pricing for your products or services is essential for the success and growth of any business. The insights, techniques, and strategies covered in our training will empower you to boost your company's profitability and overall effectiveness.

Turning theory into practice:

The goal of this one-day training course is to demystify and clarify successful pricing strategies. By the end of the event, you will feel more confident and optimistic about continuing and expanding your business. We will equip you with effective strategies and real-world examples to deepen your understanding of pricing, helping you turn your plans and targets into reality.

Who should attend?

This course is designed for sales managers, marketing managers, product managers, account managers, pricing analysts, and managing directors. It is also highly beneficial for executives who are new to pricing or have limited experience in this area.

This instructor-led live training in Plovdiv (online or onsite) is aimed at finance managers, controllers, and accountants who wish to explore QAD's advanced features to manage and report financials.

By the end of this training, participants will be able to manage, report, consolidate, and streamline manufacturing accounts and financial data.

This instructor-led, live training in Plovdiv (online or onsite) is aimed at developers who wish to monetize a website or web application using the Stripe API.

By the end of this training, participants will be able to:

• Set up the necessary development environment to start developing.
• Build an application that integrates payment processing features such as Checkout, Payment Intents, and Billing.

Your engineers serve as the architects of the digital transformation journey for your clients. This proposal details a 3-Day Technical Deep Dive tailored specifically for developers and technical architects. We go beyond the conceptual 'why' to focus on the practical 'how': how to design decentralized ledgers, how to write secure Smart Contracts for Supply Chain Finance (SCF) logic, and how to seamlessly integrate these decentralized layers with existing enterprise ERPs.

Upon completion of this training, participants will be equipped to:

• Architect DLT Solutions: Differentiate between and select the appropriate Layer-1/Layer-2 solutions (such as Ethereum, Hyperledger Fabric, and Polygon) for enterprise SCF use cases.
• Develop Smart Contracts: Write, compile, and deploy Smart Contracts (e.g., using Solidity or Chaincode) that automate processes like factoring, invoice approval, and settlement.
• Implement Tokenization: Engineer ERC-20/ERC-721/ERC-1155 token standards to represent real-world assets (such as invoices/inventory) on-chain.
• Bridge Web2 & Web3: Design the integration layer using Oracles (e.g., Chainlink) to fetch off-chain data (such as logistics APIs) to trigger on-chain payments.