ABOUT TSSAG
Network of firms focused on client centric solutions in Securities industry
The Securities Services Advisory Group (TSSAG) is a Network of independent firms around the world, distinguished in their areas of practice in their country and/or Region, focused on providing the following services and value added client centric solutions in the Securities industry:
Funds
Capital
Technology
OUR FEATURES
OUR FEATURES
OUR FEATURES
following services and value added client centric solutions in the Securities industry:
following services and value added client centric solutions in the Securities industry:
following services and value added client centric solutions in the Securities industry:
OUR FEATURES
following services and value added client centric solutions in the Securities industry:
OUR FEATURES
following services and value added client centric solutions in the Securities industry:
OUR FEATURES
following services and value added client centric solutions in the Securities industry:
OUR FEATURES
The Securities Services Advisory Group (TSSAG) is a Network of independent firms around the world, distinguished in their areas of practice in their country and/or Region, focused on providing the following services and value added client centric solutions in the Securities industry:
Investor Services - Primarily but not exclusively all services focused towards investors that include: Securities Services (domestic, regional and global custody), Fund Services, Securities Lending, Collateral Management FX, Cash & liquidity Management,
Issuer Services – Primarily all services focused towards those who issue securities – which include, Issuer Registration, Trustee, Securities numbering, Listing, paying agent, AGM and beneficial owner record keeping
Capital Markets Infrastructure - Including Stock Exchanges and all instruments traded on or off Exchange, Central Counterparties (CCP), Clearing Houses and Central Securities Depositories (CSD)
Fund Services – Public and Private funds, fund vehicles and structures, supporting the launch of Funds, fund registration, bookkeeping, Trusteeship, record of ownership (transfer agent) distributions, accounting and NAV publication.
Recruitment - To assist with clients' talent identification and acquisition, leadership training and mentoring needs.
Technology IT advisory support, implementation, change and enhancement.
Analytics, investment accounting and performance measurement
Benchmarking - Ability to show comparisons in specific rates of exchange, prices, or fees used in the industry and benchmarked against recognized baskets or industry indexes.
Strategy development – Formulation of executable ideas and action plans to support clients and markets in explaining and achieving their strategic goals. Where appropriate project managing such change within the organization / market.
Risk and Compliance Remediation projects resulting from Regulatory or internal audit, supporting risk management assessments or improvements especially but not exclusively in connection with operational risk.
Scope
To link professionals from different lines of services around the world, creating a forum for regular interaction and dialogue to share ideas and build synergies and opportunities for the member firms, which otherwise would be very difficult to achieve on their own.
DAY 1
Introduction to the 'Guide to PMBOK'
Environment in which Projects Operate
Role of Project Manager
Scope Management
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Plan Scope Management
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Collect Requirements
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Define Scope
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Create WBS
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Validate Scope
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Control Scope
Quality Management
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Plan Quality Management
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Manage Quality
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Control Quality
DAY 2
Schedule Management
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Plan Schedule Management
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Define Activities
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Sequence Activities
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Estimate Activity Duration
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Develop Schedule
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Control Schedule
Cost Management
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Plan Cost Management
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Estimate Costs
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Determine Budget
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Control Costs
Resources Management
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Plan Resource Management
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Estimate Activity Resources
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Acquire Resources
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Develop Project Team
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Manage Project Team
Control Resources
DAY 3
Risk Management
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Plan Risk Management
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Identify Risks
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Perform Qualitative Risk Analysis
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Perform Quantitative Risk Analysis
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Plan Risk Responses
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Implement Risk Responses
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Monitor Risks
Communications Management
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Plan Communications Management
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Manage Communications
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Monitor Communications
Stakeholder Management
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Identify Stakeholders
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Plan Stakeholder Management
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Manage Stakeholder Engagement
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Control Stakeholder Engagement
DAY 4
Procurement Management
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Plan Procurement Management
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Conduct Procurement
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Control Procurement
Integration Management
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Develop Project Charter
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Develop Project Management Plan
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Direct and Manage Project Work
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Manage Project Knowledge
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Monitor and Control Project Work
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Perform Integrated Change Control
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Close Project or Phase
Professional Responsibility, Exam Overview, Feedback
