CFA Institute Webinar

The World of Derivatives and Valuation Control

Cash and derivatives trading constitute core front office activities for most leading financial services firms, and the valuation control function typically plays a critical role in controlling and supporting these activities. Valuation control teams formulate and implement valuation adjustment and price-testing policies to ensure that the valuations of positions are appropriately recorded. In addition, they are responsible for operating the controls around daily benchmark rate setting and for the quarterly submission of banks prudential valuation adjustments to financial regulators. Valuation control groups are expected to be well-versed in both the analytical and numerical techniques related to the valuation of a variety of financial instruments, including bonds, loans, and derivatives, as well as more bespoke private equity–related positions. The purpose of this webinar is to provide a broad overview of the valuation control process, including practitioner insights into best practices and current challenges.

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