Catalogue
The catalogue is modular. A commissioned programme is assembled from the blocks below rather than delivered as a single fixed product. Tracks can stand alone or be combined when a role sits across markets, portfolio construction and reporting.
Levels
Every track except the board briefings is offered at three depths. The level is chosen after the diagnostic, not by job title alone.
Assumes no prior study of markets. Typical length is twelve to sixteen hours. Assessment is a short case with guided prompts: identify the instrument, the risk, or the missing disclosure. Suitable for operations, secretariat and newly appointed committee members.
Assumes the participant already meets markets in reports or client files. Typical length is sixteen to twenty-eight hours. Assessment asks the participant to choose a framing, defend it, and name the assumption that would change the answer. Suitable for treasury, product and control staff.
Assumes regular exposure to portfolio or risk material. Typical length is twenty-four to forty hours. Assessment is a longer practicum with incomplete data, conflicting constraints and a requirement to document the decision path. Suitable for senior specialists and committee chairs.
Track 1
12–28 hours depending on level. English as standard; Dutch on request.
This track explains how public markets are put together before anyone is asked to judge a portfolio. Participants learn the difference between a primary issuance and a secondary trade, why liquidity is not the same thing as price, and which institutions stand between an issuer and an end investor. It is the usual starting point for staff who read market language in their work but have never been taught it formally.
Track 2
16–32 hours depending on level. Cases can be set in pensions, treasury or insurance.
The track treats a portfolio as a set of documented choices rather than as a list of holdings. Participants work through objectives and constraints first, then through diversification, allocation and the cost of changing course. Models appear, but so do the assumptions that make those models collapse when correlations rise or when a constraint was never written down.
Track 3
16–36 hours depending on level. Stress cases use public, dated market episodes.
Risk is taught as a set of exposures that can be named, measured with stated limits, and reported without collapsing into a single figure. Participants learn the vocabulary of market, credit, liquidity and operational risk, then the tools that organisations actually put on a dashboard — including the ways those tools mislead. The closing modules connect a written risk appetite to limits a desk or a committee can enforce.
Track 4
14–30 hours depending on level. European frame, with Dutch practice notes where useful.
This track is literacy, not a substitute for legal advice. Participants learn how the European supervisory architecture is arranged, which duties attach to conduct and disclosure, and how a file should look if a supervisor later asks how a decision was reached. Sustainability-related reporting is treated as a documentation problem as much as a data problem.
Track 5
Four sessions of 90 minutes. Groups of six to ten. Online or on the client’s premises.
Briefings are written for people who will not complete a multi-week track and who do not need to. The aim is a shared set of questions a supervisory board or investment committee can put to an external manager or an internal team, and a shared sense of what a report is silent about. Sessions can be taken as a set or commissioned individually when a committee has a specific gap.
Pathways
Most commissions are not a single track at a single level. Three combinations appear often enough that we keep them as named pathways. They remain configurations of the catalogue, not separate products, so a sponsor can still drop or add a module.
Treasury pathway. Foundations at applied level, Portfolio Construction at applied level, and the liquidity and limits modules from Risk. Typical length is twenty-four to thirty-two hours over ten to twelve weeks. Designed for corporate treasury teams that already run cash and hedging and need a common language with the board and with external managers.
Pension operations pathway. Foundations at foundation or applied level, the reporting and record-keeping modules from Regulation, and a short board-style session for the scheme’s internal sponsors. Typical length is eighteen to twenty-six hours. Written for administrators and operational staff rather than for portfolio managers.
Non-specialist induction. Foundations at foundation level plus a single applied module chosen for the role — usually reading a market report, or disclosure and client documentation. Typical length is twelve to sixteen hours over six to eight weeks. Used when a large group must reach a common baseline before more specialised training.
If you already know the roles and the approximate group size, we can propose a configuration from the tracks above. If you do not, the first call is a scoping conversation rather than a sales walkthrough of every module.