Executive Programme in Custody Operations & Securities Services
Finance, Accounting & Banking

Executive Programme in Custody Operations & Securities Services

The Executive Programme in Custody Operations & Securities Services is a 5-day professional training programme delivered in-person or online in Finance, Accounting & Banking, ending with a TrustGate Corporate Skills certificate of completion.

The Executive Programme in Custody Operations & Securities Services is a comprehensive executive development programme designed to equip professionals with advanced knowledge and practical skills in the custody and post-trade services ecosystem. As global financial markets bec...

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5 Days Expert Instructors Certificate Included Online & In-Person
Part of TrustGate's
Financial Management & Executive Finance programme
Executive finance, treasury, strategic budgeting and financial risk training for CFOs, treasurers and senior finance teams.

Course Overview

The Executive Programme in Custody Operations & Securities Services is a comprehensive executive development programme designed to equip professionals with advanced knowledge and practical skills in the custody and post-trade services ecosystem. As global financial markets become increasingly interconnected and regulated, financial institutions require professionals who understand the complexities of securities settlement, asset servicing, safekeeping, corporate actions, collateral management, and operational risk. This programme provides participants with an in-depth understanding of custody banking operations, securities lifecycle management, international settlement systems, depository services, SWIFT messaging, regulatory compliance, and emerging technologies transforming custody services. Through practical case studies, industry best practices, and real-world simulations, participants will develop the competencies required to enhance operational efficiency, manage risk, ensure regulatory compliance, and deliver high-quality securities services to institutional investors. The programme is ideal for professionals working in commercial banks, central banks, investment banks, stock exchanges, central securities depositories, pension funds, insurance companies, asset management firms, brokerage firms, and other financial market institutions seeking to strengthen their expertise in custody operations and securities services.

Learning Objectives

  • Understand global custody operations and securities services.
  • Manage settlement, safekeeping and asset servicing efficiently.
  • Strengthen operational risk management and regulatory compliance.
  • Improve reconciliation, reporting and client servicing.
  • Leverage technology and automation in custody operations.
  • Prepare institutions for emerging trends in securities services

Course Content

  1. Custody services in capital markets
  2. Types of custodians
  3. Asset protection principles
  4. Industry best practices

  1. Client onboarding
  2. Asset segregation
  3. Settlement coordination
  4. Cross-border custody

  1. Mandatory and voluntary corporate actions
  2. Dividend and coupon processing
  3. Proxy voting
  4. Tax administration

  1. Cash and securities reconciliation
  2. Exception management
  3. Client reporting
  4. Relationship management

  1. Operational risk
  2. Internal controls
  3. Business continuity
  4. Compliance monitoring

  1. Custody platforms
  2. Straight-through processing
  3. Cybersecurity
  4. Data analytics

  1. Digital assets
  2. Blockchain
  3. ESG reporting
  4. Future securities services

Who Should Attend?

  • Commercial Bank Executives
  • Investment Bank Staff
  • Central Securities Depository Professionals
  • Custody Officers
  • Fund Managers
  • Asset Managers
  • Pension Fund Administrators
  • Insurance Investment Officers
  • Capital Markets Regulators
  • Compliance Officers
  • Internal Auditors
  • Risk Managers
  • Operations Managers
  • Treasury Professionals

Training Methodology

  • Expert presentations
  • Interactive discussions
  • Case studies
  • Group exercises
  • Operational simulations
  • Industry best-practice reviews
  • Action planning

What's Included

Certificate of completion
Training materials included
Lunch and refreshments (physical)
Post-training support

Certification

Certificate in Custody Operations & Securities Services rvices

Issued by: TRUSTGATE CORPORATE SKILLS

Frequently Asked Questions

How long is the Executive Programme in Custody Operations & Securities Services training?

The Executive Programme in Custody Operations & Securities Services runs for 5 Days. Each day combines expert-led teaching with practical, hands-on exercises so participants can apply what they learn immediately.

Is the Executive Programme in Custody Operations & Securities Services delivered online or in-person?

This course is delivered in person (scheduled venues include Kampala, Kigali, Mombasa, Dar es Salaam), live online, or in-house at your organisation.

How much does the Executive Programme in Custody Operations & Securities Services cost?

The fee is US$600 per person online and US$1,400 per person in person. In-person fees depend on the participant's country; the pricing card on this page shows the fee for yours.

When is the next Executive Programme in Custody Operations & Securities Services training?

The next scheduled session runs from 9 November 2026 to 13 November 2026 in Kampala, Uganda. You can also request a custom date or an in-house session for your team.

Do I get a certificate after completing the Executive Programme in Custody Operations & Securities Services?

Yes. Participants who complete the Executive Programme in Custody Operations & Securities Services receive a certificate of completion from TRUSTGATE CORPORATE SKILLS.

What will I learn in the Executive Programme in Custody Operations & Securities Services?

Key learning outcomes include: Understand global custody operations and securities services; Manage settlement, safekeeping and asset servicing efficiently; Strengthen operational risk management and regulatory compliance; Improve reconciliation, reporting and client servicing; Leverage technology and automation in custody operations.