Module 1: Calypso Platform Architecture and Navigation

• Calypso Technology overview: history, market position, and clients
• Platform architecture: application server, database, and GUI components
• Navigating Calypso desktop and web-based interfaces
• Understanding Calypso processing model: trades, positions, and workflows

Module 2: Financial Instrument Setup and Trade Capture

• Defining bonds, equities, money market, and FX instruments
• FX spot, outright forward, and FX swap deal entry
• Interest rate swap, CDS, and equity option trade capture
• Trade static data configuration and instrument validation rules

Module 3: Market Data and Pricing Engine

• Market data object setup: yield curves, FX rates, and volatility
• Bond pricing: yield-to-maturity, clean and dirty price calculation
• Derivative MTM valuation and Greeks computation
• Scenario analysis and what-if pricing simulation

Module 4: Risk Analytics and Limit Management

• Market risk measures: DV01, delta, gamma, and vega
• Value at Risk calculation: parametric and historical approaches
• Counterparty exposure and credit risk overview
• Limit structure setup and real-time breach monitoring

Module 5: Trade Workflow and Lifecycle Management

• Calypso workflow engine: states, transitions, and actions
• Trade confirmation and affirmation workflow configuration
• Corporate action processing: dividends, coupons, and maturities
• Trade novation, assignment, and compression workflows

Module 6: Settlement and Cash Management

• Settlement instruction generation and CSD connectivity
• SWIFT message types for settlement: MT540, MT541, MT543
• Cash nostro reconciliation and break investigation
• Payment netting and settlement optimisation

Module 7: Regulatory Reporting and Compliance

• EMIR trade reporting configuration and submission
• Dodd-Frank swap data reporting setup
• SFTR securities financing transaction reporting
• MiFID II transaction reporting and best execution data

Module 8: Capstone Project and Assessment

• Full trade lifecycle simulation: rates and FX product desk
• Collateral and margin call processing exercise
• Regulatory reporting configuration and submission lab
• Final assessment and course certification

Experience in the Industry

Learn from experienced Calypso professionals, Capital Markets Consultants, Business Analysts, and Solution Architects who have successfully delivered Calypso implementation, upgrade, migration, and production support projects for investment banks, commercial banks, hedge funds, asset management firms, central banks, and global financial institutions. Our trainers bring extensive real-world expertise in front-to-back office operations, covering trading, treasury, risk management, collateral management, settlements, accounting, and regulatory reporting across multiple asset classes.

Backgrounds at the Top

Our Calypso trainers have worked with leading global investment banks, financial consulting firms, and technology partners, delivering enterprise-grade Calypso implementations, platform upgrades, system migrations, and digital transformation projects. Their expertise includes Front Office, Middle Office, Back Office, Trade Lifecycle Management, Workflow Configuration, Pricing Engine, Market Data Management, Risk Management, Treasury Operations, Collateral Management, Messaging Frameworks, API Integrations, Cloud Deployments, and enterprise production support.

Clear & Effective Teaching

Master Calypso through structured, easy-to-follow training that covers the complete platform architecture and end-to-end trade lifecycle. Learn financial instrument configuration, trade capture, workflow customization, pricing models, market data management, collateral processing, settlement operations, accounting, messaging, reporting, risk analytics, and system administration using real-world capital markets scenarios and enterprise implementation best practices.

Hands-On Learning Focus

Build practical Calypso implementation skills through hands-on labs, guided exercises, real-world trading simulations, and enterprise case studies. Configure financial products, design trade workflows, manage market data, process trade settlements, generate risk and regulatory reports, integrate external systems, automate operational workflows, and gain practical experience with complete front-to-back office processing in a production-like environment.

Up-to-Date Knowledge

Stay current with the latest Calypso platform releases, Broadridge Calypso innovations, cloud deployment strategies, API integration frameworks, automation capabilities, regulatory compliance requirements, and evolving capital markets technologies. Our curriculum is continuously updated to reflect the latest platform enhancements, implementation best practices, industry standards, and enterprise deployment methodologies adopted by leading global financial institutions.