Training Approach

Our training programs cover practical training on Technical, Market and Client Related Issues including:

• Market Characteristics and Conventions
• How the Product Works
• Role of all Parties
• Structures
• Pricing Issues
• Risks and Risk Management
• Applications
• Identifying and Solving Client Problems

Training Goals & Objectives

The specific goals and objectives of the training program will depend on the strategic goals of the institution and the level and needs of the participants. Participants will develop the technical and application skills they need to improve their performance and further develop their career.

Adding Value to Client Relationships

The most critical task is to make sure that each participant understands how their institution's financial products can be used by a client. The client may be a corporate borrower,  institutional investor, government entity or individual. Clients are not looking for products but for solutions to their problems.

Interactive Methodology

Participants work in small groups to make sure that they are actively involved in a joint learning process. The role of the instructor is to facilitate this process. Lectures are integrated with interactive discussions, frequent brief exercises and comprehensive case studies.

Comprehensive Modular Materials

PowerPoint presentations are supplemented with a comprehensive workbook containing sufficient information to minimize the need for taking notes. This allows the participants to focus on discussing the concepts and applying them to improve their skills.

Training Tailored to Your Needs

Mr. Czechowicz founded Jake Czechowicz Associates, Ltd. to focus his complete attention on developing and delivering the most practical, tailored in-house financial training programs available. We will work with you to develop a training program to meet the specific needs of the participants. The programs can be based on selecting modules from existing training materials or developing new materials. Programs can range from one day to two or more weeks.

Meeting your needs can involve one or more of the following options:

• Discussing the strategic goals of your institution and its training needs
• Assisting in assessing the skill level of participants
• Identifying critical gaps in needed skills
• Working within your timing requirements
• Involving internal specialists
• Involving other consultants or trainers for specific needs
• Developing cases and materials specific to your institution
• Structuring a specific training program to get the required practical result

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