Pelatihan Auditing Investment Activities

Auditing Investment Activities Training

Description of Training 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 Training

• Presentasi
• Diskusi antar peserta
• Studi kasus
• Simulasi
• Evaluasi
• Konsultasi dengan instruktur

Jadwal pusattraining.com tahun 2023 :

• Batc
  

  Jadwal Training Terbaru di Jogja Tahun 2025

  Januari : 14-15 Januari 2025
  Februari : 11-12 Februari 2025
  Maret : 11-12 Maret 2025
  April : 8-9 April 2025
  Mei : 21-22 Mei 2025
  Juni : 17-18 Juni 2025
  Juli : 15-16 Juli 2025
  Agustus : 26-27 Agustus 2025
  September : 17-18 September 2025
  Oktober : 14-15 Oktober 2025
  November : 11-12 November 2025
  Desember : 17-18 Desember 2025

  Jadwal tersebut juga dapat disesuaikan dengan kebutuhan calon peserta

Lokasi Pelatihan pusattraining.com :

• Yogyakarta, Hotel Dafam Malioboro (6.000.000 IDR / participant)
• Jakarta, Hotel Amaris Tendean (6.500.000 IDR / participant)
• Bandung, Hotel Golden Flower (6.500.000 IDR / participant)
• Bali, Hotel Ibis Kuta (7.500.000 IDR / participant)
• Lombok, Hotel Jayakarta (7.500.000 IDR / participant)

Investasi Pelatihan tahun 2023 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 Pelatihan di pusat training untuk Paket Group (Minimal 2 orang peserta dari perusahaan yang sama):

• FREE Airport pickup service (Gratis Antar jemput Hotel/Bandara)
• FREE Transportasi Peserta ke tempat pelatihan .
• Module / Handout
• FREE Flashdisk
• Sertifikat
• FREE Bag or bagpackers (Tas Training)
• Training Kit (Dokumentasi photo, Blocknote, ATK, etc)
• 2xCoffe Break & 1 Lunch, Dinner
• FREE Souvenir Exclusive

Jadwal Pelatihan masih dapat berubah, mohon untuk tidak booking transportasi dan akomodasi sebelum mendapat konfirmasi dari Marketing kami. Segala kerugian yang disebabkan oleh miskomunikasi jadwal tidak mendapatkan kompensasi apapun dari kami.

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