🏛️ Corporate Actions Course

📘 Course Description

This comprehensive course provides an in-depth understanding of corporate actions, their processing, implications, and risk management. Participants will gain practical knowledge of corporate action types, operational workflows, settlement impacts, regulatory considerations, and best practices to ensure accurate and timely processing.

🎯 Learning Objectives

✅ Understand the types and classifications of corporate actions
✅ Analyze key processes and timelines for different corporate actions
✅ Identify risks and how to mitigate them in corporate action processing
✅ Navigate tax, accounting, and regulatory considerations
✅ Master best practices for communication with stakeholders and custodians

👥 Who Should Attend

• Operations and settlements staff

• Custodians and brokers

• Corporate actions managers

• Securities operations professionals

• Middle and back-office teams

• Compliance, tax, and regulatory staff

• Anyone needing a deep understanding of corporate actions

🗂️ Training Format

✅ Expert-led sessions
✅ Group exercises
✅ Practical case studies
✅ Interactive quizzes
✅ Templates & checklists for corporate action processing

📅 Day-by-Day Agenda with Time Breaks

📅 Day 1: Introduction to Corporate Actions

📅 Day 2: Processing Mandatory Corporate Actions

📅 Day 3: Processing Voluntary Corporate Actions

📅 Day 4: Risks, Controls & Tax Implications

📅 Day 5: Settlement, Reporting & Best Practices

📦 Materials Provided

✅ Corporate action processing checklists
✅ Regulatory guidelines summary
✅ Practical case studies
✅ Certificate of Completion