Customer-specific training that is tailored to your company

Years of experience enable us to ensure excellent quality when it comes to designing individual training. We plan and organise more than 200 customer-specific in-house courses every year.

If you wish to train several of your company employees on specific topics on a one-off or regular basis, you are in the right place. We can offer training that suits you and gives your employees the knowledge they need.

Get personal advice

Kevin Schlegel
Conference Manager

+49 6221 500-845
k.schlegel@forum-institut.de

Training that fits!

Seminars and training events provide employees with the invaluable opportunity to collaboratively bridge the gap between theory and professional practice. No financial services institution can thrive without offering informational and training programs led by expert speakers for its staff.
Customised Learning Options - we are happy to provide you an overview of our most frequently requested in-house topics!

Your benefit

  • Experienced experts with a high level of methodological expertise
  • Customised seminar content
  • No travel and accommodation costs for your employees
  • Optimal price-performance ratio for your training!

Sustainability

Sustainability in investment advice and sales

Current regulatory requirements and specific implementation demands.
  

Green bonds and ESG-linked financing

Issue, arrange, document, and support sustainable financing instruments in a legally secure manner.
 

Sustainability regulation

Learn how to successfully integrate sustainability aspects into the credit process.
 

Integrate ESG aspects into credit processes

Discover the new requirements for monitoring activities, the advisory tasks of the compliance function, gain knowledge of the issuing process for financial instruments and existing sales processes and learn about approaches for the concrete implementation of the new product governance regulations, taking into account existing sales structures.
 

Sustainability reporting

Gain valuable know-how in sustainability reporting.

Credit analysis, accounting, risk management

Bank analysis

Learn how to analyse, determine and compare a bank's balance sheet and creditworthiness.
 

Bank accounting according to HGB and IFRS

Learn all essential current accounting rules for credit institutions through comprehensive examples.
 

Intensive balance sheet analysis training

Efficiently analyse HGB annual financial statements, short-term income statements and planning calculations.

Debt Service Capability

This seminar shows how debt service capability is determined in a supervisory-compliant manner and used within the risk analysis framework.
 

ICAAP

Our experts will provide an overview of the expectations of the German supervisory authority regarding the design of the internal capital adequacy assessment process (ICAAP) and its practical implementation.
 

Compliance and Risk Management

German Banking Regulation

Numerous legal questions arise in the daily operations of a German bank. This seminar provides the answers you need. Achieving legal certainty is crucial for success.

 

MaRisk-Compliance

MaRisk compliance is intended to develop and implement guidelines that ensure a uniform compliance management system and thus represent a ‘second line of defence’. This online seminar will show you how to organise this scope for action.

Management and supervisory board members

Management and supervisory board members have to document their 'fit & properness'. Get an overview about the current regulatory and liability  framework, organizational and control duties, risk minimization and prevention collaboration with external stakeholders.

Payments & account management

Legal issues relating to account management

Specialised knowledge in various fields is required for account management and account administration. The seminar provides information on all legal regulations that are important in this context.
     

Legal issues in payment transactions & SEPA   

In the daily practice of payment transactions, many legal questions arise. Here you will get the answers. Legal certainty is the decisive success factor.
 

Legal Issues concerning the deceased customer's estate

What impact does the inheritance have on the deceased's bank assets and banking transactions? What needs to be considered when transferring to the heirs? These and other questions arise in connection with the death of a bank customer.