Navigate DeFi, Blockchain, and Digital Transformation in Financial Services
Course description
Join our comprehensive training session on “Cryptocurrency, Web3, Distributed Ledger Technologies (DLT), and Decentralised Finance (DeFi) in Financial Services”, designed for financial services professionals eager to understand the next frontier of financial innovation.
This session delves into how blockchain-powered technologies and decentralised systems are transforming financial ecosystems. Gain insights into cryptocurrency, distributed ledgers, decentralised finance (DeFi), and Web3, and explore their applications in banking, payments, asset management, and beyond. Participants will also discover emerging trends and opportunities, such as tokenisation, smart contracts, and decentralised autonomous organisations (DAOs), while navigating challenges around security, regulation, and scalability.
This training session will empower financial professionals to capitalise on decentralised technologies to drive operational efficiencies, reduce costs, and prepare for a digitally native financial future.
You may be also interested in our:
- AI in Banking and Finance
- New Payment Services Regulations: PSD3, PSR, MiCAR & PCI DSS – NEW
- DLT – Distributed Ledger Technology
- DORA, ICT & Cybersecurity
- International Payments
- Open Banking and Payment Systems
- Cryptocurrencies
Register for any 2 public courses and save extra £100 (in total, not per course).
What will you learn
By the end of this course you will:
Understanding Cryptocurrency and DLT: Learn the fundamentals of blockchain technology, distributed ledgers, and their transformative impact on financial systems, including how they ensure transparency, security, and immutability of transactions while eliminating intermediaries in traditional processes.
Exploring Web3 and Decentralised Finance: Understand how Web3 technologies and DeFi are reshaping conventional financial models, enabling permissionless, peer-to-peer financial systems that operate on decentralised networks, offering greater autonomy, lower costs, and enhanced accessibility.
Real-World Use Cases and Innovations: Discover practical, real-world applications of cryptocurrencies, tokenisation, and smart contracts across various financial services, such as decentralised exchanges (DEXs), automated lending platforms, tokenised real estate, and cross-border payment solutions.
Navigating Risks and Challenges: Address the key risks and challenges associated with decentralised systems, including scalability issues, security vulnerabilities such as hacks or smart contract failures, and regulatory uncertainty, while exploring innovative solutions to mitigate these concerns.
Future Trends and Opportunities: Explore the evolving landscape of digital assets, Central Bank Digital Currencies (CBDCs), and the integration of blockchain technology, while understanding how decentralisation will play a crucial role in defining the future of financial systems and economies worldwide.
Main topics covered during this training
- Understanding the fundamentals of blockchain and distributed ledgers
- Bitcoin and beyond: cryptocurrencies, stablecoins, and digital assets
- Key DeFi concepts: peer-to-peer lending, staking, and yield farming
- Exploring DeFi platforms and smart contracts
- Web3 infrastructure: decentralised identity, digital wallets, and ownership.
- NFTs and asset tokenisation in capital markets and banking.
- Applications and Use Cases in the financial sector including payments, investment management, lending and borrowing
- Navigating challenges: Security risks, fraud, and smart contract vulnerabilities
- Regulatory compliance
- Balancing scalability with decentralisation
- Future trends and opportunities including Web3 and emerging technologies bridging TradFi and DeFi
Who should attend
This training is ideal for financial professionals responsible for integrating decentralised technologies into operations and developing competitive strategies in an evolving digital economy, as well as professionals who oversee those processes or want to gain better understanding of emerging trends.
- Chief Technology Officers (CTOs)
- Innovation Leads in Financial Institutions
- Digital Transformation Leaders
- Investment Managers and Asset Strategists (Corporate Development / Principal Investments / Corporate Venture Capital)
- Finance (Financial Planning & Analysis / Treasury)
- Risk Management and Compliance Professionals
- Audit and Operations
- Payment System Leaders
- Financial Services Strategists
Navigate DeFi, Blockchain, and Digital Transformation in Financial Services
Introduction to Cryptocurrency and Distributed Ledger Technologies
- Understanding the fundamentals of blockchain and distributed ledgers
- Bitcoin and beyond: cryptocurrencies, stablecoins, and digital assets
Decentralised Finance (DeFi) Overview
- Key DeFi concepts: peer-to-peer lending, staking, and yield farming
- Exploring DeFi platforms and smart contracts
Web3 and Tokenisation
- Web3 infrastructure: decentralised identity, digital wallets, and ownership
- NFTs and asset tokenisation in capital markets and banking
Applications and Use Cases in Financial Services
- Payments and Banking: Cryptocurrencies for fast, low-cost transactions
- Investment Management: Decentralised investment strategies and automated portfolios
- Lending and Borrowing: DeFi platforms enabling alternative credit systems
Navigating Challenges
- Security risks, fraud, and smart contract vulnerabilities
- Regulatory compliance in a fragmented legal landscape
- Balancing scalability with decentralisation
Future Trends and Opportunities
- Central Bank Digital Currencies (CBDCs)
- Web3 innovations driving digital transformation
- Emerging technologies bridging TradFi and DeFi
Trainer
The Course Director is an industry expert in FinTech, Sustainable Finance, Open Banking, Blockchain, Cryptocurrency investing, DLT and Decentralised Finance. He has over 22 years of experience within financial services, specifically investment banking, asset and wealth management, hedge funds, Private Equity and Private Credit, and Insurance. These include firms like Deutsche Bank, Barclays, JP Morgan, Ruffer, Investec, M&G Prudential, and T Rowe Price.
He has also worked closely with the SEC, FCA, Bank of England, CSSF and Central Bank of Ireland over consultations for multiple financial and FinTech regulations.
He is passionate about using AI, Big Data, technology, blockchain and market-based solutions to address the climate crisis and promote sustainable development and stakeholder capitalism. He helps organisations focus their regulatory and compliance initiatives through membership of various European and international forums like the UK-Malta Business Network, the Investment Association, the Portuguese Chamber of Commerce in the UK, the Association of the Luxembourg Fund Industry (ALFI), and the Jersey Funds Association (JFA).
FAQ
We offer banking and finance courses as well as soft skills and business management training. You can either attend an open public course in London or Dubai or arrange customised in-house training to be delivered in any of your offices worldwide.
Most of our public courses are run over 2 full days. Some programmes are offered as a 1 or 3 day training.
In-house training is tailored to client’s requirements and can be organised over 1 day, 2-3 weeks or longer.
Public courses are organised mainly in London and Dubai. Occasionally we organise courses in other centres like Paris or New York. Check our public course calendar for the current list of programmes. We use a range of training venues, all in the centre of the cities and with excellent transport links to the airports and train stations.
In London we use venues in the centre (near Oxford Circus station or in Mayfair) or in the City (near Liverpool Street or Moorgate stations).
In Dubai our courses are organised in one of 4-5* hotels in the Deira district. Once you register we will send you detailed information together with accommodation options if required.
Our in-house courses can be delivered anywhere in the world. We work with over 25 trainers worldwide. Contact us do discuss your requirements. Check our list of available programmes.
Our courses are run in central locations from 9 a.m until 5-5.30 p.m. There are 2 coffee breaks and a lunch break. Lunch is always provided in the venue.
Dress code is smart casual.
All our programmes are taught by senior specialists who have spent many years in their respective sectors, working as senior managers and head of departments, so they understand very well the market and the challenges you are facing.
The experience of our trainers allows us to create very practical programmes, focused on current market trends and challenges. You can be sure that you will gain the knowledge which can be instantly applied in your workplace after the course. You will be analysing real life case studies, take part in group exercises and discussions as well as role plays, whenever applicable.
We want our courses to be as practical and interactive as possible so we limit the number of participants in order to optimise your time with the trainer and allow you to ask questions which are important for you.
In order to understand your requirements and expectations, we will send you a pre-course questionnaire.
You will also receive post-course support so if you have any questions after you left the training, you are welcome to contact us.
There are 2 easy ways to register:
- Go to the course of your choice and click Register Now button to fill the registration page
- Email us to enquiry@eurekafinancial.com
After you register, we will send you registration confirmation and an invoice so you can arrange the payment. Please note that your place is not confirmed until we receive it.
If you register within Early Bird discount period, there’s limited time to arrange the payment in order to be eligible for the discount. You will find all the details on the invoice.
We don’t advise to make any travel and hotel arrangements until you receive full course confirmation from us.
We will send you venue and course details as soon as possible but most likely about 3-4 weeks prior to the course commencement.
You can pay by:
- Making a bank transfer
- Debit/credit card
- Cheque payable to Eureka Financial Ltd. - only within UK
Just mark preferred paying option on the registration form. Whichever form of payment you choose we will always send you an invoice.
If you pay by card, a 2.2% processing fee will be added. We will send you authorisation form so you can give us your card details.
Included in the price of a public course are:
- Course tutorial
- Take away course materials
- Course Certificate
- Lunch on the days of the training as well as drinks and snacks throughout the course
The price doesn’t include accommodation, flights, transfers and any additional costs outside of the training venue.
Yes, we always offer Early Bird discount, so the sooner you register the more savings you can make. We also offer group discounts and if you register for 2 or more programmes at the same time.
If you are a full time student or unemployed, we offer a 25% discount of the full price of the training. Student ID or unemployment status confirmation is required to claim this discount.
If you attend one of our courses you will be entitled to a special discount for a year after the last course you attend with us. Also, if you have attended and recommended us to a friend, both you and your friend will receive a special discount. You will receive more information about it after you attend the course.
See our Customer Loyalty Discounts page for more details.
All our courses based in the UK are subject to the VAT charge of 20%. This fee is irrespective of the country of residence of the delegates.
You can, however, claim the VAT back by contacting UK tax office - HMRC, and filling the relevant form, as long as you comply with the following rules:
For Delegates coming from the EU countries
If you represent a registered business in another EU country, you can use the Refund Scheme to reclaim VAT you pay in the UK as long as all of the following apply:
- You're not registered for VAT in the UK and don't have to, or can't be, registered here
- You don't have a place of business or a residence in the UK
- You don't make any supplies in the UK
You can find some more information here. In order to claim the VAT you have to fill Form 65.
For the Delegates from Non EU countries
If you represent a registered business in a non-EU country, you can use the Refund Scheme to reclaim VAT you pay in the UK as long as all of the following apply:
- You're not registered for VAT in the UK and don't have to, or can't be, registered here
- You don't have a place of business or a residence in the EU
- You can only use the Refund Scheme if your own country operates a similar scheme and makes it available to UK businesses. If your country has its own Refund Scheme but doesn't let UK businesses use it, you can't claim under the UK Refund Scheme.
- You don't make any supplies in the UK
If the following rules apply to you, please fill the 65A form and send it to HMRC.
Webinars
You can cancel your participation up to a month before the course and receive a refund minus 10% of the full course value. Between 2-4 weeks before the course you will be charged 50% cancellation fee and if you cancel less than 2 weeks before the course you can only offer your place to a colleague. Up to 2 weeks before the course you can reregister for another edition for 10% reregistration fee if there is another webinar offered or you can rebook for a course in London by paying the difference in price plus 10% reregistration fee.
Classroom Courses
If there is any official travel restriction or difficulty related to the COVID pandemic around the time of the course we will convert the training into a webinar or offer to attend the next classroom edition at no extra cost.
If you are unable to attend the course, you can either send a replacement at no extra charge or, up to 10 days before the training, you can transfer your booking to another edition within the next 6 months paying administrative fee of 20% of the full course price. For any cancellation requests received between 11 days and 4 weeks from the course we offer 50% refund or reregistration to another edition for 25% of the value of the booking. For any cancellation requests received more than 4 weeks before the course date we will offer a refund less an administration fee of 10% of the full course price.
Cancellations must be made in writing (letter or email) and reach our office four weeks prior to the course date. We regret that only limited refunds can be given after this period as per points above. Non-attendance without any notification will be charged at full rate. Your place on a course is not guaranteed until we receive the payment. All payments must be made in full before the course date.
All our trainers have been working for many years in their respective sectors before they begun to teach so they bring a wealth of practical experience to the classroom.
Most of them used to work for 15 or more years in the financial sector and corporate world, and were holding positions of Directors, VP and Senior Managers. Some of them have published books and have written articles for specialised magazines and newspapers including FT, The Independent, The Times etc. You can find detailed biography of each trainer on the page of the course you want to register for.
Yes, you will receive a Certificate of Attendance at the end of the course you attend.
If you have to apply for a Visa to attend a course in the UK, we will issue a letter to support your application. The letter will be issued only after the payment for the course has been made.
It is delegate’s responsibility to obtain a Visa and failure to do so will not make the participant exempt from the cancellation policy.
Anyone suspected of applying for a training course simply to gain a Visa letter will be reported to their embassy.
We will need the following information to issue an invitation letter:
- Full name as it appears on your passport
- Date of birth
- Passport number
- Passport issue date
- Passport expiry date
