This easy to follow e-learning course teaches everything a learner needs to know to grasp the fundamentals of Collateral Management The course is delivered over a 9 hours, culminating with a final test.

This course is accredited and endorsed by the CISI, and awards 9 hours worth of Continuous Professional Development (CPD).

The course will teach you the correct terminology and demystify the jargon often associated with Collateral Management. Learn about the full transaction lifecycle, identification of its contribution to efficient markets as well as an examination of the market participants and intermediaries.

Course Curriculum

  Welcome
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  Lesson 1: What is Collateral Management?
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  Lesson 2: Key Concepts, Terms and Players
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  Lesson 3: Legal Structure
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  Lesson 4: A Collateral call
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  Lesson 5: Risk, Regulation and Collateral
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  Lesson 6: Derivatives - Who, How, What?
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  Lesson 7: Uncleared Margin - The Wheel of Pain
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  Lesson 8: The Ecosystem, Optimisation and The Future
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  Lesson 9: You’ve made it! Course Recap
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CISI Endorsed CPD

Honoured to have CISI Endorsed CPD


From CISI website:

"The Chartered Institute for Securities & Investment is the leading professional body for securities, investment, wealth and financial planning professionals. Formed in 1992 by London Stock Exchange practitioners, we have a global community of circa 45,000 members in over 100 countries and last year more than 40,000 CISI exams were sat in 81 countries, 15,000 taken outside the UK."

This is what two recent course participants had to say:

“As a complete newcomer to the world of Securities finance I found the course tremendously thorough but also accessible. Thoroughly recommended.”

-Den L, Fintech

Select a pricing plan and sign up

£249

The Basic Course

Provides access to the course and associated materials (price includes VAT)

This is the full course providing students with the lectures and support material. Everything in one package.

£319

The Basic Course PLUS live Q&A

The Course PLUS video conference Q&A (price includes VAT)

In addition to the course material, this product offers learners the opportunity to participate in a live 1 hour session every two weeks to have questions answered.

Learners can email questions beforehand or ask them via chat during the webinar. All the convenience of online training with the benefit of occasional interaction with the instructor.

£529

The Basic Course PLUS One on One Coaching

Course plus Q&A PLUS two hours of 1:1 Coaching (price includes VAT)

This option gives people the course itself, access to the biweekly live Q&A video conference AND two hours of 1:1 coaching with the instructor after completion of the course. Access to a recognised industry expert to answer all the questions arising from the course. A 60% discount on the instructor's normal prices.

Shaun Murray


Shaun Murray is the Managing Director, CEO of Margin Reform. The former head of Collateral Strategy at RBS and SCB, Shaun is a seasoned professional with over 30 years of international experience. These years have been spent focused on enterprise-wide collateral management, credit risk, funding, liquidity, and strategy, working in Europe, Asia, America and Australia at Tier one banking institutions.