Banking and Financial Skills Training Services

Description

The objective of this call for tenders is to sign multiple framework agreements for the provision of banking and financial training services to EIB Group staff members. The requested services are divided into four lots. The lots of this call for tenders represent main areas (thematic families) of the general banking and financial topics. Within these lots, a number of banking and finance fields are identified for which training courses are to be organised. Banking and financial skills courses could be requested to be delivered by the selected providers in classroom, webinar (or both classroom and webinar using a blended approach) or e-learning. This call for tenders aims at acquiring various training services for EIB Group staff through the following: • design and/or development and adaptation to EIB Group needs of training courses, tool and materials; • provision of training courses, tools and materials. Lot 1: General Economic, Banking and Finance Courses Services provided under this lot shall cover awareness courses on accounting, statistics, macro-economy, banking fundamentals and related matters. Lot 2: Financial Markets and Products Courses Services provided under this lot shall cover courses on Financial Markets participants, products and recent developments, e.g. theme bonds, in particular fixed income, treasury (both short term money market instruments and basic derivatives such as IRS and cross currency swaps, basic FX products), and relative matters from front-office, back-office and risk management view, including as well regulatory and accounting considerations. Lot 3: Derivatives, Treasury, Portfolio Management, Collateral, ALM and Pricing Courses Services provided under this lot shall cover courses on financial markets participants, products and recent developments, e.g. theme bonds, in particular fixed income, treasury (both short term money market instruments and basic derivatives such as IRS and cross currency swaps, basic FX products), and relative matters from front-office, back-office and risk management view, including as well regulatory and accounting considerations. Lot 4: Legal Documentation Services provided under this lot shall cover courses on financial markets participants, products and recent developments, e.g. theme bonds, in particular fixed income, treasury (both short term money market instruments and basic derivatives such as IRS and cross currency swaps, basic FX products), and relative matters from front-office, back-office and risk management view, including as well regulatory and accounting considerations. Lot 1: General Economic, Banking and Finance Courses Services provided under this lot shall cover awareness courses on accounting, statistics, macro-economy, banking fundamentals and related matters. Lot 2: Financial Markets and Products Courses Services provided under this lot shall cover courses on Financial Markets participants, products and recent developments, e.g. theme bonds, in particular fixed income, treasury (both short term money market instruments and basic derivatives such as IRS and cross currency swaps, basic FX products), and relative matters from front-office, back-office and risk management view, including as well regulatory and accounting considerations. Lot 3: Derivatives, Treasury, Portfolio Management, Collateral, ALM and Pricing Courses Services provided under this lot shall cover courses on financial markets participants, products and recent developments, e.g. theme bonds, in particular fixed income, treasury (both short term money market instruments and basic derivatives such as IRS and cross currency swaps, basic FX products), and relative matters from front-office, back-office and risk management view, including as well regulatory and accounting considerations. Lot 4: Legal Documentation Services provided under this lot shall cover courses on financial markets participants, products and recent developments, e.g. theme bonds, in particular fixed income, treasury (both short term money market instruments and basic derivatives such as IRS and cross currency swaps, basic FX products), and relative matters from front-office, back-office and risk management view, including as well regulatory and accounting considerations.