Fundamentals of Treasury Operations

SGT-BK1405 daysFoundationBanking & Insurance

Overview

Fundamentals of Treasury Operations gives banking and insurance professionals a practical command of products, risk and regulation in a fast-changing market. It is designed for participants who are new to the subject or want a solid, structured foundation.

What you will be able to do

  • Explain the key concepts, terminology and standards of Treasury Operations.
  • Describe islamic finance considerations.
  • Carry out routine tasks related to digital channels and fintech safely and correctly.
  • Recognise early warning signs in performance, profitability and reporting and escalate them.
  • Use checklists and simple tools to support daily work.

Who should attend

  • Staff new to the subject or moving into the role
  • Bankers and relationship managers
  • Risk, credit and compliance staff
  • Insurance underwriters and claims staff
  • Operations and branch teams

Daily outline

  1. Day 1Introduction to Treasury Operations: concepts, terminology and standards
  2. Day 2Islamic finance considerations
  3. Day 3Digital channels and fintech
  4. Day 4Performance, profitability and reporting
  5. Day 5Practical exercises, review and assessment

Sessions 2027–⁠2030

DatesCityFeeRegister
1–⁠5 March 2027WEB Online$2,500Register
14–⁠18 June 2027DXBDubai$4,500Register
19–⁠23 December 2027RUHRiyadh$4,500Register
6–⁠10 March 2028LONLondon$4,500Register
3–⁠7 September 2028CAICairo$4,500Register
11–⁠15 December 2028WEB Online$2,500Register
7–⁠11 January 2029RUHRiyadh$4,500Register
8–⁠12 July 2029JEDJeddah$4,500Register
22–⁠26 October 2029WEB Online$2,500Register
28 January – 1 February 2030LONLondon$4,500Register
22–⁠26 April 2030WEB Online$2,500Register
28 July – 1 August 2030DOHDoha$4,500Register

The Treasury Operations series

Frequently asked questions

How much does Fundamentals of Treasury Operations cost?

The fee is US$2,500 per participant online or US$4,500 in the classroom for 5 days.

Where and when is the course held?

Sessions run from 2027 to 2030 in Dubai, Riyadh, London, Cairo, Jeddah and Doha, and live online. See the session table above for exact dates.

What certificate will I receive?

Participants who complete the course receive an SGT certificate of completion showing the training hours.

In which language is the course delivered?

Sessions are delivered in English or Arabic. Tell us your preferred language when you register.

Can SGT deliver this course in-house?

Yes. For groups we deliver the course at your premises in any city, with content adapted to your equipment and procedures.

How do I register?

Send the course name, city and dates on WhatsApp to +20 106 597 6553. We reply with booking confirmation and registration steps.

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from$2,500
DatesRegister

Ready to book a seat or plan in-house training?

Send us the course name and preferred city on WhatsApp. We reply with dates, a quotation and registration steps.

Register on WhatsApp ⁦+20 106 597 6553⁩