Training Programmes and Courses
We provide a wide range of programmes and courses to support the development of individuals and organisations in a data centric world. We are unique in focusing on knowledge, skills and cultural aspects relating to data management. We provide communications and training to a wide audience including top management, operations, development, governance and oversight people.
Strategy, architecture and management
The world is constantly changing and organisations have to adapt to stay relevant and grow. Every organisation is unique. It has its own history, has specific strengths and weaknesses and sees the world from a unique perspective.
Internal and external data have become central to most organisations so viable strategy and achievable architecture are critical components of the management agenda.
Our courses describe how to create and execute viable strategies to achieve organisational objectives. They explain how to create architecture that can be implemented. They describe the roles and accountabilities of senior managers in today's regulated environment and explain how to adapt them for successful data management. Our courses in this area include:
| COURSE TITLE | DESCRIPTION | TIMING |
|---|---|---|
| Strategic Data Planning | Creating a viable strategy relevant to an organisation is a critical component of today’s data driven world. | 2 days |
| Data Architecture and design | Data architecture describes your vision for data and explains the viable pathway for the attainment of that vision and the delivery of its benefits. | 2 days |
| Data Architecture and Modelling in Finance | An overview of the end to end creation and implementation of effective data architecture. | 1 day |
| Senior Management Perspectives | Risk, privacy and trading regulation are all insisting on senior management accountability for data. | ½ day |
Regulatory Data Management
There is a constant wave of regulation impacting organisations. Risk and trading regulation is largely a result of the financial crash of 2007/8. Privacy regulation is a result of changing technology and the behaviour of individual and organisations. Generally it all impacts data so our programme provides an integrated view of regulation to help you plan and implement more effectively.
| COURSE TITLE | DESCRIPTION | TIMING |
|---|---|---|
| Risk Data Management Programme | A collection of courses addressing a range of staff to implement BCBS 239 risk data management principles across the organisation. | Various |
| BCBS 239 Key Facts and Impacts | An eLearning module describing "what good looks like", the principles of the regulation and current industry best practice. | 90 mins |
| GDPR Key Facts and Impacts | An eLearning module describing the General Data Protection Regulation and current best practice for implementation | 90 mins |
| Joined up Regulatory Data Management | Virtually every regulation impacts data so it is important to have a data model that enables you to deal with regulation in a joined-up way. | 1 day |
| Senior Manager Regime | On 7th March 2016, the Senior Manager and Certification Regime(SMCR) was implemented as a self-regulating framework for senior management accountabilities across the finance sector. This provides the legislative structure for the PRA/FCA to demand individual accountability for and oversight of critical business functions. The NISD, GDPR and other financial regulations (e.g. MIFID II, AML, KYC) will use this framework to ensure personal accountability for data assets across the organisation. | ½ day |
Data Quality Management
Every organisation needs fit for purpose data. Who decides what fitness means and what are the measures, processes, tools and organisation to control data quality? What is the best risk based approach to allocating scarce resources to achieve good data. Our courses in this area include:
| COURSE TITLE | DESCRIPTION | TIMING |
|---|---|---|
| Data Quality Management | The goals, process, organisation and tools of effective data quality management. Lessons learned from other industries. The importance of culture in quality initiatives | 1 day |
| Data Ownership and Accountability | A cornerstone of data quality is ownership and accountability for data. Data is a shared resource so there are many aspects of ownership involving both consumers, producers and other parties. Best practice industry models for ownership. | 1 day |
Data Modelling, Design and Implementation
The ability to execute strategy and implement fit for purpose, robust, efficient, secure AND MAINTAINABLE data systems is a core capability for any significant organisation.
Many organisations are challenged in this area with a proliferation of legacy systems, development processes and documentation systems.
Continuous, repeatable success and innovation IS ALWAYS based on sound design, high quality well maintained specifications and excellent communication with architects, developers and end users. Our courses focus on these key attributes and include:
| COURSE TITLE | DESCRIPTION | TIMING |
|---|---|---|
| Data Modelling in finance | Introduction to data modeling and its application to financial and investment systems. | 2 days |
| Enterprise Data Model and Master Data Management | Introduction to the concept of enterprise data model and master data management for core subject areas. Describes complex structures and their maintenance | 3 days |
| Writing Data Transformation Specifications | A key part of effective data management is the creation and maintenance of high quality mapping and transformation specifications. This course describes best practice and shows how to create a complex, multi-feed specification with complex interdepencies. | 2 days |
| Enterprise Data Dictionary and Inventory Management | Enterprise Data Dictionary/Glossary is the cornerstone of effective data management. Thc course describes different types of dictionary, common pitfalls, how to create and maintain definitions and inventory of usage. | 2 days |
Subject Matter Expertise
Do you have the expertise you need on data?
Organisations are constantly in flux. Major programmes may be underway to improve customer experience, satisfy regulation or improve efficiency. People change roles and crucial know-how goes with them.
Data lies at the heart of an organisation so it is critical that development and sharing of deep knowledge around core data becomes part of the culture of the organisation.
Developing Subject Matter Experts provides security, continuity and flexibility for organisations.Becoming a Subject Matter Expert empowers the individual to take on more responsibility and to grow into larger, more important roles. SME's are central to the development of efficient operations, business intelligence and effective decision making.
Organisations must continually learn and one way they achieve this is through the development of SME's. We run various workshops and tailored programmes around data subject areas enabling firms to develop and maintain and apply expert knowledge. Topic areas include
| COURSE TITLE | DESCRIPTION | TIMING |
|---|---|---|
| Subject matter expert workshops (call or email us for details) | Scope includes identifiers core attributes and relationships common symbologies and mappings vendors temporal aspects change data models Workshops cover Asset Classes (inc cash and derivatives) Benchmarks People and Organisations (inc Legal Entities) Products Ledgers, Accounts and postings Funds, Vehicles and investment structures Transactions, Positions/Holdings Pricing, Rates Corporate Actions. |
Various |
Governance, Risk, Compliance, Audit and Oversight
Governance, Risk, Compliance, Audit and Oversight have become central to the challenge of gaining control of data, getting business benefit and helping formulate future direction. Our courses in this area include
| COURSE TITLE | DESCRIPTION | TIMING |
|---|---|---|
| Agile Data Governance | Data governance lies at the the core of all client engagement, regulatory, risk, efficiency and cost reduction programmes. This course describes the best practice agile, iterative approach. | 1 days |
| Effective Audit and Control | Audit increasingly carries out a self regulatory function for many regulations. Data lies at the heart so new approaches, controls and partnerships have to be formed by Audit. This course describes enhancements to empower Audit to ensure the organisation has an effective and powerful agenda for managing data. | 1 days |
Graduates and New Joiners
Your intake of graduates and new joiners is a major investment for the future. It is imperative to provide them with comprehensive, challenging and incremental programme that will give them a complete grounding in a modern organisation.
If you embed data into your new joiners understanding of the world, you will have equipped your next generation of management with a major strategic advantage. . Our courses in this area include:
| COURSE TITLE | DESCRIPTION | TIMING |
|---|---|---|
| Quick Start | Quick Start is an intensive 2 week programme that can be integrated into your own graduate programme or ran as a stand-alone. It will provide graduates and new entrants with a data centric view of their business, provide practical skills for end to end designing, acquiring and delivering data (using business intelligence). | 10 days |
| Incremental | Incremental, as the name implies, allows incremental development of data related knowledge and skills over an extended period, typically of the first year. Incremental describes organisations from different perspectives (finance, executive, sales, marketing, customer, investor, regulator etc.) and examines the end to end journey of data from transactions into the balance sheets, marketing reports and other key documents. All aspects of data management are covered. It delivers tremendous insight into your next generation of management and is an excellent investment in people. | various |
Data Practitioner Foundation
Data is complex. It is a reflection of the real world as seen by others. It has to be processed and integrated to become meaningful to different parts of the organisation that use and exploit it.
Mastery of data is a team game played by knowledgeable individuals. Specialist knowledge, skills and experience are needed for development, implementation, operation and governance of the resulting (often complex) data environment. A firm grounding in a range of data related skills and business knowledge is the best foundation for a career and advancement in data. EDMworks Data Practitioner Certification is a recognised by the industry for setting a high standard across a comprehensive set of skills and knowledge
ONE course, FOUR certifications. From September 2016, the EDMworks Data Practitioner course offers FOUR certifications:
- EDMworks Data Practitioner Foundation Certification
- EDMworks BCBS 239 Risk Data Management Certification for risk data management, aggregation and reporting
- EDMworks GDPR Certification for Privacy and Consent
- FISD Financial Information Associate (FIA) Certification (subject to FISD separate exam)
Tailored versions of any of the above courses, videos or eLearning materials are available for your internal uses.
We have great case studies!