Financial Management, Banking, and Insurance Türkiye

End-to-End Corporate Actions Processing & Settlement Training Course

Corporate actions processing is the systematic management of events initiated by a public company that affect its issued securities. It involves event notification, entitlement calculation, and final settlement. In an era where the transition to T+1 settlement cycles and the migration to ISO 20022 messaging standards are non-negotiable, the margin for error in asset servicing has vanished. Do you know if your current reconciliation workflows can withstand the pressure of accelerated settlement timelines? The failure to accurately process a voluntary tender offer or a complex merger doesn't just result in financial loss; it creates systemic reputational damage and regulatory scrutiny that can take years to repair.

This course serves as the bridge from operational aspiration to evidence-based action in the high-stakes world of asset servicing. Can you demonstrate the technical rigor required to manage Shareholder Rights Directive II (SRD II) requirements while simultaneously optimizing tax reclaims for global clients? This training is designed for Corporate Actions Specialists, Settlement Officers, and Custody Operations Managers who must navigate the friction between legacy systems and digital transformation. You will move beyond theoretical knowledge to produce practical outputs, including automated notification templates, risk-weighted reconciliation dashboards, and SWIFT MT564 interpretation guides. Corporate actions processing is the engine of the post-trade environment, and this course ensures you are equipped to drive it with precision.

Duration
10 Days
Duration
Certificate
Certificate
Included
Delivery
Instructor-Led
Delivery
Level
Intermediate
Level
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USD 1,700
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Weekend (8 Wks)
USD 1,700
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Mon - Fri (10 Days)
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Starts
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Mon - Fri (10 Days)
USD 1,700
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Weekend (8 Wks)
USD 1,700
Starts
Ends
Mon - Fri (10 Days)
USD 1,700

Classroom Training

In-person sessions at premier locations

Nairobi Kenya
Mon - Fri
10 Days
USD 3,200
Kigali Rwanda
Mon - Fri
10 Days
USD 3,800
Dubai United Arab Emirates (UAE)
Mon - Fri
10 Days
USD 8,200
Zanzibar Tanzania
Mon - Fri
10 Days
USD 4,800
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In-person training at our premier venues — pick a city and date that works for you.

Location Duration Fee Language
Nairobi, Kenya Mon - Fri (10 Days) USD 3,200 English See dates & reserve →
Kigali, Rwanda Mon - Fri (10 Days) USD 3,800 English See dates & reserve →
Dubai, United Arab Emirates (UAE) Mon - Fri (10 Days) USD 8,200 English See dates & reserve →
Zanzibar, Tanzania Mon - Fri (10 Days) USD 4,800 English See dates & reserve →
Addis Ababa, Ethiopia Mon - Fri (10 Days) USD 4,900 English See dates & reserve →
Abuja, Nigeria Mon - Fri (10 Days) USD 5,600 English See dates & reserve →
Mombasa, Kenya Mon - Fri (10 Days) USD 3,400 English See dates & reserve →
Cape Town, South Africa Mon - Fri (10 Days) USD 7,800 English See dates & reserve →
Johannesburg, South Africa Mon - Fri (10 Days) USD 7,000 English See dates & reserve →
Kampala, Uganda Mon - Fri (10 Days) USD 3,800 English See dates & reserve →
Pretoria, South Africa Mon - Fri (10 Days) USD 6,600 English See dates & reserve →
Lagos, Nigeria Mon - Fri (10 Days) USD 5,000 English See dates & reserve →
Arusha, Tanzania Mon - Fri (10 Days) USD 4,000 English See dates & reserve →
Dar es Salaam, Tanzania Mon - Fri (10 Days) USD 3,800 English See dates & reserve →
Naivasha, Kenya Mon - Fri (10 Days) USD 3,400 English See dates & reserve →

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About the Course

The core problem in modern asset servicing is the persistence of manual intervention within fragmented data environments. Organizations want results they can prove in this field, yet many still struggle with inconsistent data scrubbing, late notifications, and entitlement breaks. To succeed, you need to demonstrate mastery in event scrubbing, entitlement calculation, instruction management, tax withholding optimization, and exception resolution. This course addresses these challenges by referencing the Corporate Action Joint Working Group (CAJWG) standards and the Market Standards for Corporate Actions (MSCA) to provide a globally applicable framework for excellence.

You will learn to turn scattered custodian data into a structured system of truth. This course teaches the full corporate actions lifecycle through hands-on application so you can reduce repair rates and increase straight-through processing (STP) ratios. Specifically, you will practice interpreting ISO 15022 and ISO 20022 message sequences, managing the nuances of mandatory versus voluntary events, and calculating complex ratios for rights issues and stock splits. You will be introduced to the strategic implications of T+1 settlement and the role of AI-driven data validation at an overview level, while spending the majority of your time applying core processing methodologies to real-world scenarios. We acknowledge the real constraints of budget limitations and regulatory acceleration, positioning this training for professionals who must deliver accuracy under intense pressure.


Target Audience

This intermediate-level program is built for professionals who already possess a baseline understanding of securities markets and seek to specialize in the technical complexities of asset servicing.

This course is designed for:

  • Global Custody Operations Specialist managing multi-market event notifications
  • Corporate Actions Analyst responsible for scrubbing and data integrity
  • Investment Operations Manager overseeing asset servicing and settlement teams
  • Securities Lending Operations Officer tracking entitlements on loaned positions
  • Asset Servicing Compliance Officer ensuring adherence to SRD II and local regulations
  • Investment Accountant reconciling corporate action impacts on fund net asset values
  • Middle Office Specialist managing voluntary event instruction workflows
  • Client Service Manager reporting corporate action outcomes to institutional investors
  • Data Governance Lead focusing on golden copy creation for securities master files
  • IT Systems Analyst supporting the migration from ISO 15022 to ISO 20022

Course Objectives

This course equips you to design, execute, and report corporate actions initiatives that maximize straight-through processing, ensure regulatory compliance, and mitigate financial risk.

By the end of this course, you'll be able to:

  • Analyze the corporate actions lifecycle against CAJWG and MSCA global standards
  • Apply ISO 20022 messaging protocols to automate event notification and instruction workflows
  • Calculate complex entitlement ratios for rights issues using weighted average cost basis
  • Construct a golden copy data record by scrubbing multiple custodian and vendor feeds
  • Evaluate the impact of T+1 settlement cycles on corporate action ex-date logic
  • Navigate SRD II transparency requirements for institutional investor reporting and proxy voting
  • Implement automated reconciliation dashboards to identify and resolve entitlement breaks rapidly
  • Synthesize processing data into key performance indicators for senior leadership reporting

Requirements & Prerequisites

Participants should have at least 2 years of experience in investment operations, custody, or securities settlement. A working knowledge of basic financial instruments and the trade lifecycle is required. Familiarity with SWIFT messaging is beneficial but not mandatory.


Local Application and Business Return

How participants can apply the training in local operating conditions, and the return their organisation can plan for.

How participants apply this

Participants apply the course by mapping incoming event notices into a controlled workflow, classifying mandatory and voluntary actions, and checking deadlines against client standing instructions. They learn how to calculate entitlements, identify tax or withholding issues, and coordinate with settlement and custody teams when elections or claims are required. In day-to-day work, that means fewer breaks, cleaner audit trails, and faster escalation when a corporate action is complex or time-sensitive. The course is also useful for teams standardising templates and exception logs across multiple portfolios or counterparties.

Expected ROI

Within 6–12 months, organisations typically see fewer processing errors, shorter exception queues, and better turnaround on time-sensitive elections. Managers also gain more consistent management information, which improves oversight of pending actions, unresolved breaks, and recurring root causes. The strongest operational benefit is usually not just speed, but fewer costly post-settlement corrections and less manual rework. For client-facing teams, that can translate into better service levels and fewer complaints tied to missed deadlines or inaccurate entitlements.

Training Methodology

This is a practical, outcome-driven course designed to turn corporate actions theory into measurable action and credible reporting.

Methodology includes:

  • Hands-on entitlement calculation exercise using a multi-currency dividend and stock split dataset
  • Scenario simulation requiring instruction decisions for a complex cross-border tender offer
  • Data scrubbing audit using a standardized checklist for creating a golden copy record
  • Stakeholder mapping exercise focused on the custodian-to-beneficial-owner reporting chain
  • Case study analysis of processing failures in the banking, insurance, and pension sectors
  • Group workshop producing a risk-weighted reconciliation dashboard for exception management
  • Reflection exercise challenging current manual repair practices using industry STP benchmarks

Upcoming Sessions

Next available dates worldwide

Virtual

(Zoom) Training
USD 1,700
20th Jul-31st Jul 2026

Nairobi

Kenya
USD 3,200
29th Jun-10th Jul 2026

Kigali

Rwanda
USD 3,800
13th Jul-24th Jul 2026

Dubai

United Arab Emirates (UAE)
USD 8,200
22nd Jun-3rd Jul 2026

Zanzibar

Tanzania
USD 4,800
22nd Jun-3rd Jul 2026

Abuja

Nigeria
USD 5,600
29th Jun-10th Jul 2026

Addis Ababa

Ethiopia
USD 4,900
13th Jul-24th Jul 2026

Mombasa

Kenya
USD 3,400
20th Jul-31st Jul 2026

Cape Town

South Africa
USD 7,800
29th Jun-10th Jul 2026

Johannesburg

South Africa
USD 7,000
29th Jun-10th Jul 2026

Pretoria

South Africa
USD 6,600
22nd Jun-3rd Jul 2026

Kampala

Uganda
USD 3,800
13th Jul-24th Jul 2026

Lagos

Nigeria
USD 5,000
22nd Jun-3rd Jul 2026

Certification

Recognized credentials that advance your career

Participants who complete the End-to-End Corporate Actions Processing & Settlement Training Program earn a Trainingcred Certificate of Achievement, demonstrating professional competence and alignment with global standards in learning and development.

NITA Accredited

Accredited by the National Industrial Training Authority, ensuring programs meet nationally recognized standards of quality and relevance.

CPD Certified

Recognized by the CPD Certification Service, ensuring every program meets internationally benchmarked standards of professional excellence.

Why this course earns its place on your CV

Accredited training, practitioner trainers, and peers on the same career track — the three things real expertise is built on.

Effective Learning & Skill Development

  • Build expertise with structured, outcome-driven learning.
  • Equip individuals and teams with skills that grow with industry needs.
  • Reinforce learning through real-world scenarios, case studies and practical exercises.

Career Growth & Professional Advancement

  • Apply what you learn with a proven methodology that ensures lasting impact.
  • Develop immediately usable skills that translate directly into workplace success.
  • Gain the expertise needed for career advancement and leadership roles.

Training Optimization & Learning Excellence

  • Tailor training to industry-specific challenges and organizational goals.
  • Use data-driven insights and automation to enhance training effectiveness.
  • Evaluate progress and ensure long-term learning success.

Tools and platforms relevant to this field

Examples Türkiye teams may encounter, and that may be featured in training where they support the confirmed course scope.

3

These are field-relevant examples, not a promise that every tool will be covered. Exact coverage depends on the confirmed course scope, participant needs, and delivery format.

  • SWIFT Alliance SWIFT
    Used for securities messaging in custody and post-trade operations, including receipt and processing of corporate actions notices and related settlement instructions.
  • Microsoft Excel Microsoft
    Still commonly used for event calendars, entitlement checks, reconciliation worklists, and exception tracking in operations teams.
  • Power BI Microsoft
    Used to build management dashboards for breaks, pending elections, entitlement status, and aging exceptions.

Real Results from Real Professionals

Thousands of professionals have transformed their careers through our training programs. Now, it's your turn.

Local market advisory

Course relevance for Türkiye

A country-specific view of market pressure, regulatory context, and practical business return behind this training.

  • Market context
  • Regulatory fit
  • Business application

Why this course matters in Türkiye

A market-specific advisory on the operating pressures this course helps teams address.

Corporate actions processing matters in Türkiye because custody, post-trade operations, and settlement controls sit directly at the intersection of capital market integrity and client service. For banks, custodians, broker-dealers, and fund administrators, the practical question is whether operations teams can process event notifications, entitlements, and settlements accurately enough to avoid fails, claims leakage, and client complaints. This training helps leaders decide whether their current workflows, controls, and staffing model are strong enough for faster settlement timelines and more complex cross-border asset-servicing work.
Post-trade accuracy is a client-retention issue

In Türkiye, custody and securities services are typically delivered by regulated financial institutions that compete on operational reliability, so corporate actions errors can quickly become a service-quality and relationship-management problem.

Cross-border event processing raises control demands

Local teams handling foreign securities need disciplined notification, tax, and entitlement workflows because voluntary events, mergers, and tender offers often involve multiple message formats, deadlines, and counterparties.

Settlement compression increases operational pressure

As settlement cycles shorten in global markets, Turkish operations teams must reconcile instructions and entitlements faster, which makes exception management and automation more valuable than manual processing.

This training is timely because capital markets operations are becoming more compressed, more automated, and more audit-sensitive at the same time. For Türkiye-based firms with cross-border portfolios, the ability to process corporate actions cleanly now affects operational resilience, client trust, and regulatory defensibility.

Regulatory context in Türkiye

The local regulators, laws, and frameworks shaping this discipline, with the curriculum mapped to what teams need to know.

4

Regulators

  • SPK Türkiye's capital markets regulator; relevant because custody, post-trade processing, and investor-protection obligations in securities markets fall under its framework.
  • TCMB Relevant for settlement system oversight and financial-market infrastructure context where corporate actions outcomes can affect cash and securities settlement flows.
  • MKK Central securities depository functions are critical to corporate actions processing, entitlement records, and market-wide securities book-entry operations.
  • BIST Exchange-market rules and listing-market practices affect how corporate action events are announced, processed, and reflected for listed instruments.

Frameworks the course aligns with

  • 01 Sermaye Piyasası Kanunu · 2012
  • 02 Türk Ticaret Kanunu · 2011
  • 03 Tebliğ on material events disclosure · 2014

Frequently Asked Questions

Got questions? We've gathered the answers to common queries to help you feel confident and informed.

Who else has attended this training course?

Join global leaders and experts from top-tier organizations who have already benefited from this training. Here are just a few of our past participants:

Designation Organization
MANAGER_DOMESTIC SETTLEMENTS CBK, KENYA
Deputy manager_Domestic settlements CBK,

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It is most relevant to corporate actions analysts, custody operations staff, settlement teams, fund administration staff, and client service managers who handle securities events. It is also useful for supervisors who need to strengthen controls around deadlines, elections, and exception handling.

No. Corporate actions includes dividends and splits, but also mergers, tender offers, rights issues, redemptions, conversions, and other issuer events. The same operating discipline is needed across listed and cross-border securities.

Reconciliation is the control that confirms notices, elections, holdings, and entitlements all agree before settlement occurs. Without it, firms are more likely to miss deadlines, misbook cash or stock, or leave breaks unresolved.

The main value is reducing avoidable processing risk while improving timeliness and client service. Better-trained teams handle complex events more consistently, which lowers manual rework and strengthens control evidence for audits and reviews.

Customize Training Duration

The standard duration for End-to-End Corporate Actions Processing & Settlement Training is 10 Days. The options below are alternative durations with adjusted pricing.

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