Calypso Front Office Workstation,
Official P&L and Risk Management

The course consists of several modules, each module is designed to have hands-on exercises. The courses are instructed by Calypso Learning Services’ dedicated staff and members of our Subject Matter Experts’ team. Calypso Bank in a Box environments are provided to each participant for demonstrations, configurations, and learning exercises.

The training will be a virtual instructor led training and each attendee will be provided with access to unique instance of cloud-based Calypso environments.

Each participant will receive access to Calypso Learning Service eLearning portal to access training material, slides, and course exercises.

For registration or enrollment details, please email : learning@calypso.com


COURSE DATE:
November 15-19, 2021


COURSE FEE:
USD 3,000 (excl. taxes)


COURSE LOCATION:
Virtual Classroom


COURSE LEVEL:
Intermediate

PREREQUISITES:
We recommend that you understand Calypso objects, data model, and workflows.

TOPICS INCLUDE

Module 1: Introduction to Front Office

  • Pricing Environments
  • Market Data
  • Trade Capture
  • Hands-On Exercises: Daily FO Process

Module 2: Desk Risk

  • Analysis Designer - Configuration
  • Calypso Middle Tier
  • Calypso Reporting – WorkStation

Module 3: Official PL

  • Official PL Process
  • Configuration: Analysis Designer
  • Official PL Reporting & Explain PL
  • Official PL for FOWS
  • Hands-On Exercises: Run a PL Report

Module 4: Front Office WorkStation

  • Overview
  • Components
  • View Profiles
  • Data Profiles
  • Workplan Profiles
  • Live PL Server
  • Hands-On Exercises: - Workplan configuration

Module 5: Live PL

  • Live PL: Taylor Methodology
  • Ladder PL
  • Component Configuration
  • Workplan Profiles and PL Servers
  • Hands-On Exercises: FOWS Live PL use

Module 6: FX WorkStation

  • Component Configuration
  • FX Pricer
  • Hands-On Exercises: FX Trade Capture

Module 7: Bond Pricing Sheet

  • Component Configuration
  • Security Position Blotter
  • Trade Entry & Trade Blotter
  • Hands-On Exercises: Bond Trading