ABR/S Coding
Course content
  • Code organization and useful script packages
  • User defined functions and procedures
  • Code optimization
  • Consistency amongst and within objects and orders
  • Preprocessor
  • Postprocessor
  • Caching
  • Frameworks
  • Workflow
Target audience
Avaloq Certified Customization Professionals working on implementation projects based on ABR/S.
 
 
Duration
3 days of virtual classroom training
Please note, to be awarded full education points, you must take an active part in the classroom days completing the set exercises.
Prerequisites
  • Participants must be ACCP certified or have equivalent knowledge of the Avaloq Banking System
  • Participants must have completed ABR/S Development Customization I and II
  • Only Avaloq Certified Customization Professionals will receive accreditation points
Course Dates
04.12. - 06.12.2024 - e-learning
29.01. - 31.01.2025 - e-learning
26.02. - 28.02.2025 - e-learning
26.03. - 28.03.2025 - e-learning
ABR/S Development and Customization I
Objectives
  • Understand and apply ABR/S customization guidelines when developing solutions
  • Understand and make use of the coding support provided by ASMD when developing for ABR/S
  • Describe the activities of ABR/S program and release management
  • Understand and follow the issue resolution workflow and the ABR/S solution development process, in particular, when developing solutions
  • Understand the ABR/S synthetic data universe
  • Give an overview of code layers
  • Learn how to perform bank-specific customization in an on-premise project
  • Learn how to perform bank-specific customization in a SaaS/BPaaS project
  • Learn about the impact of contributions on some other customization areas
 
 
 
Course content
  • Overview of code layers and bank-specific customization
  • Bank-specific customization of code tables in different project scenarios
  • Bank-specific customization of script packages in different project scenarios
  • The impact of contributions on some other customization areas
  • Program and release management
  • The solution development process
  • The synthetic data universe
  • ABR/S customization guidelines
  • ASMD support when developing for ABR/S
Target audience
Avaloq Certified Customization Professionals working on implementation projects based on ABR/S.
 
This course is aimed at developers with students being required to complete coding exercises in the virtual classroom training to successfully complete the course.
 
Note this course covers the same content as our previous (discontinued) ABR/S Development and Customization Principles course and the ABR/S Bank Specific Customization course with some additional content.
 
Duration
8 - 11 hours of self-study
We recommend that participants start the self-study phase no later than 10 days prior to the course. Please note all self-study exercises must be completed and submitted at least two business days before the classroom training.
 
3 days of virtual classroom training
Please note, to be awarded full education points, you must take an active part in the classroom days completing the set exercises.
Prerequisites
  • Participants must be ACCP certified or have equivalent knowledge of the Avaloq Banking System
  • Participants must have completed the Introduction ABR/S course
  • Only Avaloq Certified Customization Professionals will receive accreditation points
  • This course includes a self-study exercise to help you consolidate learning and prepare for the virtual class
  • The exercise solution must be completed and submitted two business days before the virtual class (course date). Solution submission is mandatory - you must submit a solution to participate in the virtual class
 
Course Dates
27.11. - 29.11.2024 - e-learning
04.12. - 06.12.2024 - e-learning
16.12. - 18.12.2024 - e-learning
08.01. - 10.01.2025 - e-learning
22.01. - 24.01.2025 - e-learning
05.02. - 07.02.2025 - e-learning
19.02. - 21.02.2025 - e-learning
05.03. - 07.03.2025 - e-learning
19.03. - 21.03.2025 - e-learning
ABR/S Development and Customization I - PHT Time zone
Objectives
  • Understand and apply ABR/S customization guidelines when developing solutions
  • Understand and make use of the coding support provided by ASMD when developing for ABR/S
  • Describe the activities of ABR/S program and release management
  • Understand and follow the issue resolution workflow and the ABR/S solution development process, in particular, when developing solutions
  • Understand the ABR/S synthetic data universe
  • Give an overview of code layers
  • Learn how to perform bank-specific customization in an on-premise project
  • Learn how to perform bank-specific customization in a SaaS/BPaaS project
  • Learn about the impact of contributions on some other customization areas
 
 
 
Course content
  • Overview of code layers and bank-specific customization
  • Bank-specific customization of code tables in different project scenarios
  • Bank-specific customization of script packages in different project scenarios
  • The impact of contributions on some other customization areas
  • Program and release management
  • The solution development process
  • The synthetic data universe
  • ABR/S customization guidelines
  • ASMD support when developing for ABR/S
Target audience
Avaloq Certified Customization Professionals working on implementation projects based on ABR/S.
 
This course is aimed at developers with students being required to complete coding exercises in the virtual classroom training to successfully complete the course.
 
Note this course covers the same content as our previous (discontinued) ABR/S Development and Customization Principles course and the ABR/S Bank Specific Customization course with some additional content.
 
Duration
8 - 11 hours of self-study
We recommend that participants start the self-study phase no later than 10 days prior to the course. Please note all self-study exercises must be completed and submitted at least two business days before the classroom training.
 
3 days of virtual classroom training
Please note, to be awarded full education points, you must take an active part in the classroom days completing the set exercises.
Prerequisites
  • Participants must be ACCP certified or have equivalent knowledge of the Avaloq Banking System
  • Participants must have completed the Introduction ABR/S course
  • Only Avaloq Certified Customization Professionals will receive accreditation points
  • This course includes a self-study exercise to help you consolidate learning and prepare for the virtual class
  • The exercise solution must be completed and submitted two business days before the virtual class (course date). Solution submission is mandatory - you must submit a solution to participate in the virtual class
 
Course Dates
02.12. - 04.12.2024 - e-learning
09.12. - 11.12.2024 - e-learning
ABR/S Development and Customization II
Objectives
  • Understand and apply ABR/S customization guidelines when developing solutions
  • Understand and make use of the coding support provided by ASMD when developing for ABR/S
  • Understand the ABR/S data management in relation to bootstrapping
  • Understand the concepts behind security within an ABR/S implementation
  • Understand the concepts behind the use of spreadsheets used to provide system configuration
  • Understand the ABR/S report writing framework
 
Course content
  • ABR/S customization guidelines
  • Security in ABR/S
  • Organizational entities
  • Data management
  • Bootstrapping
  • Report writing in ABR/S
 
Target audience
Avaloq Certified Customization Professionals working on implementation projects based on ABR/S.
 
This course is aimed at developers with students being required to complete coding exercises in the virtual classroom training to successfully complete the course.
Duration
8 - 11 hours of self-study
We recommend that participants start the self-study phase no later than 10 days prior to the course. Please note all self-study exercises must be completed and submitted at least two business days before the classroom training.
 
3 days of virtual classroom training
Please note, to be awarded full education points, you must take an active part in the classroom days completing the set exercises.
Prerequisites
  • Participants must be ACCP certified or have equivalent knowledge of the Avaloq Banking System
  • Participants must have either:
Successfully completed the ABR/S Development and Customization I course
Or
Successfully complete both the ABR/S Development and Customization Primer and the ABR/S Bank Specific Customization course
  • Only Avaloq Certified Customization Professionals will receive accreditation points
  • This course includes a self-study exercise to help you consolidate learning and prepare for the virtual class
  • This course includes a self-study video for students who did the Development and Customization Primer and Bank Specific Customization courses. This video covers the additional content in the Development and Customization I course
 
Course Dates
27.11. - 29.11.2024 - e-learning
04.12. - 06.12.2024 - e-learning
10.12. - 12.12.2024 - e-learning
15.01. - 17.01.2025 - e-learning
12.02. - 14.02.2025 - e-learning
12.03. - 14.03.2025 - e-learning
Academy Subscription Library
Course content
This library contains self-study videos of the following courses:
  • Avaloq Foundation (Limited)
  • Avaloq Stock Exchange (STEX) Interface Introduction
  • Avaloq Web APIs lite
  • Community APIs lite
  • Introduction to ABR/S
  • Financial Services and Wealth Management Industry Overview
  • Foreign Exchange Management
  • Portfolio Management (PFM) Introduction
  • Processing Money Market Trades
  • New courses developed over time
Duration
  • 1 year access to several Academy introductory courses
 
Prerequisites
No prerequisites needed but basic banking knowledge recommended.
Course Dates
15.12.2024 - 15.12.2025 - e-learning
15.01.2025 - 15.01.2026 - e-learning
15.02.2025 - 15.02.2026 - e-learning
15.03.2025 - 15.03.2026 - e-learning
ACCP with Major in Core Technologies
Objectives
On successful completion of this course, each participant will have the basic know-how needed to work productively in an Avaloq project including a demonstrable understanding of the following:
  • Basic concepts of the Avaloq Banking Suite
  • Fundamentals of Avaloq Customization
  • Implementation of use cases based on examples
Course content
Week 1: ACCP - Fundamentals
  • Introduction
  • Functional overview
  • Graphical user interface (SmartClient)
  • Object model and orders
  • Customization overview
  • SQL Developer
  • Avaloq ice
  • Data dictionaries
  • Avaloq script
  • Code tables
  • Rule engines
 
Week 2: ACCP - Customization 1
  • Object extensions
  • Label definition
  • Report writer
  • Workflow definition
  • Order validation
  • Base parameters
  • Context actions
 
Week 3: ACCP - Customization 2
  • Cost engine
  • Book engine
  • Balance engine
  • Avaloq forms
  • Avaloq message interface
  • Extended screen reports
  • Dashboards
  • Security engine
  • Migration interface
  • Avaloq coding guidelines
 
Week 4: ACCP - Customization 3
  • Avaloq script packages and reports
  • Project Alpha
Duration
18 days across 4 weeks
Prerequisites
Understanding of IT-related topics (e.g. database concepts, programming know-how, SQL) is required. Basic knowledge of banking is recommended.
Participants must be able to read and understand documentation written in English.
 
We strongly recommend that participants have a minimum of two monitors available during the course as they need to be able to view instructor demonstrations, their student books and work on practical exercises simultanously.
Course Dates
13.01. - 05.02.2025 - e-learning
13.01. - 05.02.2025 - e-learning
03.02. - 26.02.2025 - e-learning
03.02. - 26.02.2025 - e-learning
03.03. - 26.03.2025 - e-learning
03.03. - 26.03.2025 - e-learning
ACCP with Major in Core Technologies by Synpulse
Objectives
On successful completion of this course, each participant will have the basic know-how needed to work productively in an Avaloq project including a demonstrable understanding of the following:
  • Basic concepts of the Avaloq Banking Suite
  • Fundamentals of Avaloq Customization
  • Implementation of use cases based on examples
Course content
Week 1: ACCP - Fundamentals
  • Introduction
  • Functional overview
  • Graphical user interface (SmartClient)
  • Object model and orders
  • Customization overview
  • SQL Developer
  • Avaloq ice
  • Data dictionaries
  • Avaloq script
  • Code tables
  • Rule engines
 
Week 2: ACCP - Customization 1
  • Object extensions
  • Label definition
  • Report writer
  • Workflow definition
  • Order validation
  • Base parameters
  • Context actions
 
Week 3: ACCP - Customization 2
  • Cost engine
  • Book engine
  • Balance engine
  • Avaloq forms
  • Avaloq message interface
  • Extended screen reports
  • Dashboards
  • Security engine
  • Migration interface
  • Avaloq coding guidelines
 
Week 4: ACCP - Customization 3
  • Avaloq script packages and reports
  • Project Alpha
Duration
18 days across 4 weeks
Prerequisites
Understanding of IT-related topics (e.g. database concepts, programming know-how, SQL) is required. Basic knowledge of banking is recommended.
Participants must be able to read and understand documentation written in English.
 
We strongly recommend that participants have a minimum of two monitors available during the course as they need to be able to view instructor demonstrations, their student books and work on practical exercises simultanously.
Course Dates
13.01. - 05.02.2025 - e-learning
Accreditation: ACP System Performance
Objectives
  • Understand the meaning of ACP System Performance
  • Explain the most important prerequisites for good performance
  • Know the main tools embedded in the ACP
  • Be able to interpret the basics of the perfomance reports.
  • Be aware of best practive coding
 
Course content
  • Overview of system performance
  • System performance as a precondition
  • System performance tools in ACP
  • Customization best practices
Target audience
Avaloq Certified Customization Professionals
Duration
1 day
Prerequisites
Participants must be ACCP certified or have equivalent knowledge of the Avaloq Banking System. Only Avaloq Certified Customization Professionals will receive accreditation points.
 
Course Dates
11.12.2024 - e-learning
30.01.2025 - e-learning
13.02.2025 - e-learning
14.03.2025 - e-learning
Accreditation: Avaloq Application Monitor
Objectives
By the end of the course, participants will:
  • be familiar with the Avaloq Application Monitor architecture
  • understand the main concepts of its customization
  • know how to interpret the measurements
  • be able to create new and customize existing checks
  • be able to apply the dedicated views to report results to external tools
Course content
  • Concept and architecture
  • Use and customize default monitor checks
  • Building new monitor checks
  • Reporting and views
Target audience
Every customization specialist who needs to implement/customize the Avaloq Application Monitor
Duration
1 day
Prerequisites
Participants must be ACCP certified or have equivalent knowledge of the Avaloq Banking System. Only Avaloq Certified Customization Professionals will receive accreditation points.
Course Dates
23.01.2025 - e-learning
Accreditation: Avaloq Message Interface (AMI Messaging)
Objectives
Upon successful completion of this course, participants will be able to:
  • Describe the AMI architecture and the different methods of customization.
  • Explain the structure of an AMI message
  • Describe the key stages and elements involved in the generation of an outgoing message
  • Describe the key stages and elements involved in the processing of an incoming message
  • Describe how AMI customization is carried out by looking at AMI-related sources
  • Describe how the lifecycle of messages are managed
  • Explain how AMI can be used for file based – messaging
 
Course content
  • Introduction
  • The ACP Message Engine
  • The AMI Architecture
  • The AMI Processes
  • Demo - Looking at messages in Smart Client
  • How and where messages should be delivered
  • Define attributes and fields for messages
  • Defining the structure of a specific message
  • How outgoing message fields are populated.
  • How incoming messages are interpreted
  • Demo - Customizing an outgoing messages
  • Managing the lifecycle of messages
  • Using AMI for file-based messaging
  • Summary
Target audience
Avaloq Certified Customization Professionals who wants to learn what AMI is and how to customize aspects of it. AMI is the component of the Avaloq Message Engine which enables ACP to send and receive text'based, structured and standardized messages to and from external third party systems.
 
Duration
3 -4 hours of self-study
We recommend that participants start the self-study phase no later than 10 days prior to the course. Please note that to be awarded full education points, all self-study exercises must be completed.
 
4 - 6 hours of virtual classroom training
Prerequisites
Participants must be ACCP certified or have equivalent knowledge of the Avaloq Banking System. Only Avaloq Certified Customization Professionals will receive accreditation points.
This course includes a self-study exercise to help you consolidate learning and prepare for the virtual class. The exercise solution must be completed and submitted two business days before the virtual class (course date). Solution submission is mandatory – you must submit a solution to participate in the virtual class.
Course Dates
20.03.2025 - e-learning
Accreditation: Avaloq Web APIs
Objectives
  • Know the business background behind APIs in the banking industry
  • Describe the different applications and users of the Avaloq REST API products
  • Understand the structure of an OpenAPI3 definition and be able to build your own APIs using AMI Web Services
  • Explain how Open APIs and Community APIs are built and perform with minimal impact on ACP.
  • Describe how APIs can be used by an application.
 
Course content
  • Intro to Avaloq Web APIs
  • AMI Web Services – creating custom APIs with OpenAPI3
  • Open APIs – legislation, standards, examples
  • Community APIs – theory, examples
  • Architectures
  • Demonstrations, Postman, apps
 
Target audience
Anyone wanting to understand and use the Avaloq REST API including clients, implementation teams, business managers, developers, partners and account managers.
Duration
2 - 3 hours of self-study
We recommend that participants start the self-study phase no later than 10 days prior to the course. Please note that to be awarded full education points, all self-study exercises must be completed
 
4 – 6 hours of virtual classroom training
Prerequisites
Participants must be ACCP certified or have equivalent knowledge of the Avaloq Banking System. Only Avaloq Certified Customization Professionals will receive accreditation points.
This course includes a self-study exercise to help you consolidate learning and prepare for the virtual class. The exercise solution must be completed and submitted two business days before the virtual class (course date). Solution submission is mandatory – you must submit a solution to participate in the virtual class.
Course Dates
14.02.2025 - e-learning
Accreditation: Avaloq Web APIs - PHT Time zone
Objectives
  • Know the business background behind APIs in the banking industry
  • Describe the different applications and users of the Avaloq REST API products
  • Understand the structure of an OpenAPI3 definition and be able to build your own APIs using AMI Web Services
  • Explain how Open APIs and Community APIs are built and perform with minimal impact on ACP.
  • Describe how APIs can be used by an application.
 
Course content
  • Intro to Avaloq Web APIs
  • AMI Web Services – creating custom APIs with OpenAPI3
  • Open APIs – legislation, standards, examples
  • Community APIs – theory, examples
  • Architectures
  • Demonstrations, Postman, apps
 
Target audience
Anyone wanting to understand and use the Avaloq REST API including clients, implementation teams, business managers, developers, partners and account managers.
Duration
2 - 3 hours of self-study
We recommend that participants start the self-study phase no later than 10 days prior to the course. Please note that to be awarded full education points, all self-study exercises must be completed
 
4 – 6 hours of virtual classroom training
Prerequisites
Participants must be ACCP certified or have equivalent knowledge of the Avaloq Banking System. Only Avaloq Certified Customization Professionals will receive accreditation points.
This course includes a self-study exercise to help you consolidate learning and prepare for the virtual class. The exercise solution must be completed and submitted two business days before the virtual class (course date). Solution submission is mandatory – you must submit a solution to participate in the virtual class.
Course Dates
06.12.2024 - e-learning
Accreditation: Best Practices for Report Writer
Objectives
Upon successful completion of this course every participant will be able to:
  • Understand the fundamental Report Writer Engine concepts
  • Understand the functionality offered by the task framework
  • Group and sort in reports by almost any criteria
  • Master aggregation functions for report datamarts
  • Be able to apply the vector concept
  • Create lean and performant reports
  • Apply the various layout features offered by Report Writer
 
Target audience
Avaloq Customization Specialists who specify or develop reports.
Duration
4 - 5 hours of self-study
We recommend that participants start the self-study phase no later than 10 days prior to the course. Please note that to be awarded full education points, all self-study exercises must be completed
 
4 – 6 hours of virtual classroom training
Prerequisites
Participants must be ACCP certified or have equivalent knowledge of the Avaloq Banking System. Only Avaloq Certified Customization Professionals will receive accreditation points.
Course Dates
13.02.2025 - e-learning
Accreditation: Business Event Grid (BEG)
Objectives
  • Be able to describe the BEG architecture.
  • Be able to explain the GraphQL job configuration used to select events for the push messages..
  • Be able to construct JSLT definitions for the output messages.
  • Understand the connectors used to define the output destinations and how to add message destinations.
  • Be able to build and test real BEG jobs and messages.
 
Course content
  • Introduction
  • BEG architecture
  • Example use case
  • BEG job configuration - intro and advanced
  • Push message formatting - intro and advanced
  • Output destinations
  • Demonstartion
  • The BEG datastore
  • Summary
Target audience
Avaloq Certified Customization Professionals
 
Duration
4 - 6 hours of self-studyincluding exercise submission
We recommend that participants start the self-study phase no later than 10 days prior to the course.
 
4 - 6 hours of virtual classroom training
Prerequisites
Participants must be ACCP certified or have equivalent knowledge of the Avaloq Banking System. Only Avaloq Certified Customization Professionals will receive accreditation points.
Course Dates
22.11.2024 - e-learning
11.12.2024 - e-learning
31.01.2025 - e-learning
20.02.2025 - e-learning
Accreditation: Business Event Grid (BEG) - PHT Time zone
Objectives
  • Be able to describe the BEG architecture.
  • Be able to explain the GraphQL job configuration used to select events for the push messages..
  • Be able to construct JSLT definitions for the output messages.
  • Understand the connectors used to define the output destinations and how to add message destinations.
  • Be able to build and test real BEG jobs and messages.
 
Course content
  • Introduction
  • BEG architecture
  • Example use case
  • BEG job configuration - intro and advanced
  • Push message formatting - intro and advanced
  • Output destinations
  • Demonstartion
  • The BEG datastore
  • Summary
Target audience
Avaloq Certified Customization Professionals
 
Duration
4 - 6 hours of self-studyincluding exercise submission
We recommend that participants start the self-study phase no later than 10 days prior to the course.
 
4 - 6 hours of virtual classroom training
Prerequisites
Participants must be ACCP certified or have equivalent knowledge of the Avaloq Banking System. Only Avaloq Certified Customization Professionals will receive accreditation points.
Course Dates
13.03.2025 - e-learning
Accreditation: Client Lifecycle Management
Objectives
By the end of the course participants will be able to
 
  • Describe the CLM architecture and user interface and the different methods of customization
  • Have a high level understanding of how Flowable is used to model forms, cases and business processes
  • Be able to amend an existing flowable form
  • Customizatize/extend an exiisting/reference case model.
  • Be able to amend an existing responsive form
  • Link forms to a flowable case model
  • Define actions and decisions and call them from a case model
  • Define consistency levels and reference them from a case model
  • Launch a CLM scnenarion from RM Workplace
  • Understand how color schemes, fonts, logos and localizations can be customized
 
Course content
  • CLM Introduction
  • CLM Architecture
  • UI Introduction
  • Introduction to Modelling
  • Modelling Forms
  • Modelling Cases and Business Processes
  • Data Management
  • DDIC Validation
  • Actions and Decisions
  • Responsive Forms Introduction
  • Responsive Forms and Customization
  • Integration with RMWP
  • Configuring the UI
  • Summary
Target audience
Avaloq Certified Customization Professionals who are interested in learning about Client Life Cycle Management and how to customize CLM through configuration and Avaloq Core customization
 
Duration
4 - 6 hours of self-study
We recommend that participants start the self-study phase no later than 10 days prior to the course. Please note that to be awarded full accreditation points, all self-study exercises must be completed
 
6 - 7 hours of virtual classroom training
Prerequisites
Participants must be ACCP certified or have equivalent knowledge of the Avaloq Banking System.
 
Only Avaloq Certified Customization Professionals will receive accreditation points.
 
Course Dates
29.11.2024 - e-learning
12.02.2025 - e-learning
Accreditation: Community APIs (CAPI) - Under the Hood
Objectives
  • Describe the Community API services architecture.
  • Explain how a Community API configuration is deployed.
  • Describe the Community API pods and their use.
  • Explain the Meteor BDE system.
  • Create and deploy production shapes.
  • Be familiar with the Community API read cache.
  • Use system tools to view the state of the Community API system.
 
Course content
  • CAPI architecture re-cap
  • CAPI deployment concepts
  • OpenShift after deployment
  • CAPI read cache
  • CAPI full/delta data synchronization
  • Production shaping
  • CAPI tools
 
Target audience
Avaloq Certified Professionals needing to re-accredit and/or those use Community APIs for client projects.
Duration
  • 6 hours of virtual classroom workshop training
  • No self-study is required for the course
 
Prerequisites
Participants must be ACCP certified or have equivalent knowledge of the Avaloq Banking System. Only Avaloq Certified Customization Professionals will receive accreditation points. Participants should have had some previous exposure to using the Community APIs.
Course Dates
12.12.2024 - e-learning
13.03.2025 - e-learning
Accreditation: Data Protection Regulation "Right to erasure" (GDPR, PDPO)
Objectives
On successful completion of this course participants will be able to:
  • Describe the main concepts of the Automated Personal Data Management (APDM) functionality
  • Explain the design-time and run-time components of APDM
  • Customize an APDM solution
 
Course content
  • Subject overview
  • Triggering objects
  • Wipe structures
  • Checks
  • Wipe consumers
  • Access security
  • Customization
  • APDM best practice
Target audience
Avaloq Certified Customization Professionals who need to renew their certification or who want to know more about the customization implications of GDPR.
Duration
4 - 6 hours of self-study
We recommend that participants start the self-study phase no later than 10 days prior to the course. Please note that to be awarded full education points, all self-study exercises must be completed.
 
4 - 6 hours of virtual classroom training
Prerequisites
Participants must be ACCP certified or have equivalent knowledge of the Avaloq Banking System. Only Avaloq Certified Customization Professionals will receive accreditation points.
Course Dates
17.02.2025 - e-learning
Accreditation: Delta - Avaloq Container Platform Reference (ACPR)
Objectives
  • Understand the motivation and benefits of the ACPR
  • Explain the basic architecture and building blocks of ACPR
  • Demonstrate the usage of the ACPR
  • Explain the configuration and deployment concepts from product to installation
  • Use the delivey tool, constellator and installator
  • Understand the monitoring and alerting concepts
Course content
  • What is a container platform?
  • OpenShift & ACPR
  • OpenShift console
  • Application deployment
  • OpenShift interface
  • Avaloq Operators
  • Special application requirements
Target audience
Avaloq Certified Customization Professionals
 
Duration
2 - 4 hours of self-study
We recommend that participants start the self-study phase no later than 10 days prior to the course. Please note that to be awarded full education points, all self-study exercises must be completed
 
5 - 7 hours of virtual classroom training
Prerequisites
Participants must be ACCP certified or have equivalent knowledge of the Avaloq Banking System. Only Avaloq Certified Customization Professionals will receive accreditation points.
This course includes a self-study exercise to help you consolidate learning and prepare for the virtual class. The exercise solution must be completed and submitted two business days before the virtual class (course date). Solution submission is mandatory – you must submit a solution to participate in the virtual class.
Course Dates
17.01.2025 - e-learning
06.02.2025 - e-learning
06.03.2025 - e-learning
Accreditation: Delta - Community APIs (CAPI)
Objectives
  • Describe the Community API services architecture.
  • Explain how read and write requests are handled differently.
  • Be able to make API requests for static, order, reference and pillar data
  • Be able to make API requests to create orders
  • Construct custom API requests using filters and other query parameters
  • Build their own compound and shaped API requests.
  • Understand the concepts employed to use APIs in application development
Course content
  • CAPI introduction
  • CAPI read architecture and demonstration
  • CAPI write architecture and demonstration
  • APIs in application development
  • CAPI advanced features
  • CAPI pillars and demonstration
Target audience
Avaloq Certified Professionals needing to re-accredit and/or those use Community APIs for client projects.
Duration
4 - 6 hours of self-study
We recommend that participants start the self-study phase no later than 10 days prior to the course. Please note that to be awarded full education points, all self-study exercises must be completed.
 
4 - 6 hours of virtual classroom training
Prerequisites
Participants must be ACCP certified or have equivalent knowledge of the Avaloq Banking System. Only Avaloq Certified Customization Professionals will receive accreditation points.
This course includes a self-study exercise to help you consolidate learning and prepare for the virtual class. The exercise solution must be completed and submitted two business days before the virtual class (course date). Solution submission is mandatory – you must submit a solution to participate in the virtual class.
Course Dates
10.12.2024 - e-learning
15.01.2025 - e-learning
06.02.2025 - e-learning
20.03.2025 - e-learning
Accreditation: Delta - Community APIs (CAPI) - PHT Time zone
Objectives
  • Describe the Community API services architecture.
  • Explain how read and write requests are handled differently.
  • Be able to make API requests for static, order, reference and pillar data
  • Be able to make API requests to create orders
  • Construct custom API requests using filters and other query parameters
  • Build their own compound and shaped API requests.
  • Understand the concepts employed to use APIs in application development
Course content
  • CAPI introduction
  • CAPI read architecture and demonstration
  • CAPI write architecture and demonstration
  • APIs in application development
  • CAPI advanced features
  • CAPI pillars and demonstration
Target audience
Avaloq Certified Professionals needing to re-accredit and/or those use Community APIs for client projects.
Duration
4 - 6 hours of self-study
We recommend that participants start the self-study phase no later than 10 days prior to the course. Please note that to be awarded full education points, all self-study exercises must be completed.
 
4 - 6 hours of virtual classroom training
Prerequisites
Participants must be ACCP certified or have equivalent knowledge of the Avaloq Banking System. Only Avaloq Certified Customization Professionals will receive accreditation points.
This course includes a self-study exercise to help you consolidate learning and prepare for the virtual class. The exercise solution must be completed and submitted two business days before the virtual class (course date). Solution submission is mandatory – you must submit a solution to participate in the virtual class.
Course Dates
26.02.2025 - e-learning
Accreditation: Delta - Containerized Trading Adapters (CTAP)
Objectives
  • Describe the AMI adapter framework architecture
  • Explain the purpose of the AMI webservice framework
  • Be able to set up a running FixBridge (Client and Broker) based on provided parameters
  • Be able to activate the Omgeo- and Eurex bridge
  • Understand the concepts of the SIX Telekurs connections
 
Course content
  • AMI adapter framework incl. recap of the following adapters:
- JMS
- SOAP
- File Transfer
- Total Messaging (IGT)
  • AMI webservice framework for VDF flash
  • FixBridge (Broker/Client)
  • EurexBridge
  • OmgeoBridge
 
Target audience
Avaloq Certified Customization Professionals
Duration
2 - 4 hours of self-study
We recommend that participants start the self-study phase no later than 10 days prior to the course. Please note that to be awarded full education points, all self-study exercises must be completed.
 
5 - 7 hours of virtual classroom training
Prerequisites
Participants must be ACCP certified or have equivalent knowledge of the Avaloq Banking System. Basic ACPR knowledge is essential by joining the Delta course 2020H1 or the Containerized Adapters accreditation course before.
Only Avaloq Certified Customization Professionals will receive accreditation points.
This course includes a self-study exercise to help you consolidate learning and prepare for the virtual class. The exercise solution must be completed and submitted two business days before the virtual class (course date). Solution submission is mandatory – you must submit a solution to participate in the virtual class.
Course Dates
23.01.2025 - e-learning
19.02.2025 - e-learning
26.03.2025 - e-learning
Accreditation: Delta - RM Workplace (RMWP)
Objectives
  • Describe the RM Workplace architecture and the different methods of customization.
  • Explain the application structure including views and navigation.
  • Be able to amend the application menu systems for overview, relationships and reports views.
  • Be able to add actions to the application sections.
  • Understand how color schemes, fonts, logos, favicons can be customized.
  • Describe how the functionality of Front Workplace has been mapped to RM Workplace.
 
Course content
  • Introduction
  • RM Workplace structure
  • Migration from Front Workplace
  • Intro to menus and actions
  • Overview menus and actions
  • Relationships menus and actions
  • Understanding reports
  • Adding reports
  • Data binding - reports
  • Data binding - dashboards
  • Container deployment configuration
  • Summary
Target audience
Avaloq Certified Customization Professionals
 
Duration
4 - 6 hours of self-study
We recommend that participants start the self-study phase no later than 10 days prior to the course. Please note that to be awarded full accreditation points, all self-study exercises must be completed
 
4 - 6 hours of virtual classroom training
Prerequisites
Participants must be ACCP certified or have equivalent knowledge of the Avaloq Banking System. Only Avaloq Certified Customization Professionals will receive accreditation points.
This course includes a self-study exercise to help you consolidate learning and prepare for the virtual class. The exercise solution must be completed and submitted two business days before the virtual class (course date). Solution submission is mandatory – you must submit a solution to participate in the virtual class.
Course Dates
22.11.2024 - e-learning
12.12.2024 - e-learning
31.01.2025 - e-learning
06.03.2025 - e-learning
20.03.2025 - e-learning
28.03.2025 - e-learning
Accreditation: Delta - RM Workplace (RMWP) - PHT Time zone
Objectives
  • Describe the RM Workplace architecture and the different methods of customization.
  • Explain the application structure including views and navigation.
  • Be able to amend the application menu systems for overview, relationships and reports views.
  • Be able to add actions to the application sections.
  • Understand how color schemes, fonts, logos, favicons can be customized.
  • Describe how the functionality of Front Workplace has been mapped to RM Workplace.
 
Course content
  • Introduction
  • RM Workplace structure
  • Migration from Front Workplace
  • Intro to menus and actions
  • Overview menus and actions
  • Relationships menus and actions
  • Understanding reports
  • Adding reports
  • Data binding - reports
  • Data binding - dashboards
  • Container deployment configuration
  • Summary
Target audience
Avaloq Certified Customization Professionals
 
Duration
4 - 6 hours of self-study
We recommend that participants start the self-study phase no later than 10 days prior to the course. Please note that to be awarded full accreditation points, all self-study exercises must be completed
 
4 - 6 hours of virtual classroom training
Prerequisites
Participants must be ACCP certified or have equivalent knowledge of the Avaloq Banking System. Only Avaloq Certified Customization Professionals will receive accreditation points.
This course includes a self-study exercise to help you consolidate learning and prepare for the virtual class. The exercise solution must be completed and submitted two business days before the virtual class (course date). Solution submission is mandatory – you must submit a solution to participate in the virtual class.
Course Dates
21.02.2025 - e-learning
Accreditation: Delta - Security Aspects of ACPR-based Deployments
Objectives
  • Describe the basic pre-requisites that define an ACPR compliant cluster from security perspective
  • Understand the meaning of certificates and being able to create and store them in a constellation
  • Explain the concept of secrets and how to handle their encryption
  • Understand the concepts behind JDBC connections and Transport Layer Security (TLS)
  • Describe the concept of network policies and routing
  • Describe the concepts of a Web Application Firewall (WAF) and the Identity and Access Management (IAM)
  • Differentiate repositories from registries and explain the main use cases in the context of ACPR
  • Describe the meaning of security monitoring
Course content
Course content
 
  • ACPR framework
  • Certificates
  • Sensitive data in a constellation
  • Connectivity
  • Registries / Repositories
  • WAF / IAM
  • Security Monitoring
Target audience
Avaloq Certified Customization Professionals working on implementation projects based on ACPR.
 
Avaloq Certified Technical Operators and DevOps with responsibility of ACPR.
 
This course is aimed at students being required to complete the self-learning part as well as exercises in the virtual classroom training to successfully complete the course.
Duration
3 - 5 hours of self-study
We recommend that participants start the self-study phase no later than 10 days prior to the course. Please note all self-study exercises must be completed and submitted at least two business days before the classroom training.
 
1 day of virtual classroom training
Please note, to be awarded full education points, you must take an active part in the classroom days completing the set exercises.
Prerequisites
Participants must be ACCP or ACTO certified or have equivalent knowledge of the Avaloq Banking System.
 
Avaloq Certified Customization Professionals will receive accreditation points for their re-certification.  
 
This course includes a self-study exercise to help you consolidate learning and prepare for the virtual class.  
 
The exercise solution must be completed and submitted two business days before the virtual class (course date). Solution submission is mandatory - you must submit a solution to participate in the virtual class.
 
Course Dates
02.12.2024 - e-learning
09.12.2024 - e-learning
20.12.2024 - e-learning
15.01.2025 - e-learning
06.02.2025 - e-learning
12.03.2025 - e-learning
Accreditation: Mastering advanced Avaloq Script Techniques
Objectives
On successful completion of this course participants will be able to:
  • Understand how the Avaloq script compiler works
  • Create and use tasks using Avaloq script
  • Understand and master order processing using Avaloq script
  • Take advantage of existing script utilities to enhance both flexibility and performance
  • Understand and evaluate different implementations with respect to performance
  • Be able to troubleshoot and pinpoint execution and performance problems
 
Course content
  1. Avaloq script and compiler
  2. Dependencies
  3. Execute Avaloq script dynamically
  4. Buffers, lists, arrays and tables in Avaloq script
  5. Task engine techniques
  6. Efficient order processing with Avaloq script
  7. Performance and code improvements
  8. Logging and debugging
  9. PL/SQL tools and debugging
  10. Parallel migration and XML construction
 
Target audience
Avaloq customizers working with Avaloq script.
Duration
12-14 hours of hands-on, in-class training
Prerequisites
Participants must be ACCP certified or have equivalent knowledge of the Avaloq Banking System. Only Avaloq Certified Customization Professionals will receive accreditation points.
2 years of Avaloq experience is recommended to fully benefit on the course.
Course Dates
04.12. - 05.12.2024 - e-learning
19.02. - 20.02.2025 - e-learning
19.03. - 20.03.2025 - e-learning
Accreditation: Migration API
Objectives
Upon successful completion of this course every participant will be able to:
  • understand  the main elements of the Avaloq Migration Framework
  • explain the concepts around the Migration API related to static data migration
  • describe basic concepts of PL/SQL
  • migrate simple person and address objects
Course content
Customization: The Migration API
Best practice:
  • New DDIC fields to lookup workflow actions and states
  • Code tables - the contribution concept
Good to know:
  • Important de-releases
  • Object-aspect security concepts
  • Avaloq Script compiler news
 
Target audience
Avaloq Certified Customization Professionals who need to renew their certification or who want to know more about the customization implications of new features and methods that were released or became commonly used during 2019 H2.
Duration
4 - 5 hours of self-study
We recommend that participants start the self-study phase no later than 10 days prior to the course. Please note that to be awarded full education points, all self-study exercises must be completed
 
4 – 6 hours of virtual classroom training
Prerequisites
Participants must be ACCP certified.
Course Dates
10.12.2024 - e-learning
13.03.2025 - e-learning
Accreditation: Person object modelling
Objectives
  • To understand the Person object, its use and capabilities
  • To be able to design customer models that answer the banks requirements and will make best use of Avaloq’s capabilities
  • To be able to implement external parties and internal entities using the Person object
 
Course content
  • Person types and legal forms
  • Using the Person object
  • Person to Person relations
  • Person Model 2
  • Person – BP propagation
 
Target audience
Avaloq customization experts requiring an introduction to the Person object and its features and wishing to acquire accreditation points. Bank staff working with customer data including those responsible for static data management, tax, regulatory and credit specialists.
Duration
5 - 6 hours of self-study
We recommend that participants start the self-study phase no later than 10 days prior to the course. Please note that to be awarded full education points, all self-study exercises must be completed
 
4 – 6 hours of virtual classroom training
Prerequisites
Participants must be ACCP certified or have equivalent knowledge of the Avaloq Banking System. Only Avaloq Certified Customization Professionals will receive accreditation points.
This course includes a self-study exercise to help you consolidate learning and prepare for the virtual class. The exercise solution must be completed and submitted two business days before the virtual class (course date). Solution submission is mandatory – you must submit a solution to participate in the virtual class.
Course Dates
16.01.2025 - e-learning
Accreditation: Responsive Forms / Webforms
Objectives
Upon successful completion of this course, participants will be able to:
  • Understand the concepts behind responsive forms / webforms
  • Understand where and for what presentation types are needed
  • Create responsive forms / webforms
  • Create presentation types and use them in responsive forms
  • Understand how webforms can be used and tested in RM Workplace
Course content
Responsive forms concepts
  • Form structure & types
  • Widgets & form binding
  • Design essentials
 
Presentation types
  • Introduction to the concept of presentation types
  • Business entities and selection sets
  • Customisation of presentation types
 
Responsive forms customisation
  • Naming conventions & source structure
  • Coding examples
  • Emphasising good coding practice
 
Advanced responsive forms customisation
  • Understanding lists and tables
  • Using the multichoice widget
  • Screen reports in the document widget
 
Webforms usage in the RM Workplace (virtual class)
  • Placement of a responsive webform in the Overview of RM Workplace
Target audience
Avaloq customization specialists interested in the customization of interfaces.
Duration
4 - 5 hours of self-study
We recommend that participants start the self-study phase no later than 10 days prior to the course. Please note that to be awarded full education points, all self-study exercises must be completed
 
4 – 6 hours of virtual classroom training
Prerequisites
Participants must be ACCP certified or have equivalent knowledge of the Avaloq Banking System. Only Avaloq Certified Customization Professionals will receive accreditation points.
This course includes a self-study exercise to help you consolidate learning and prepare for the virtual class. The exercise solution must be completed and submitted two business days before the virtual class (course date). Solution submission is mandatory – you must submit a solution to participate in the virtual class.
Course Dates
29.01.2025 - e-learning
Accreditation: Web Banking App Development
Objectives
  • Describe the different elements needed to build an Avaloq web banking application.
  • Explain how the Angular framework is structured to create a single page application.
  • Appreciate how Material Design can provide a common design theme and approach
  • Understand how to use web banking components as building blocks in your application.
 
Course content
  • Introduction to Angular and TypeScript
  • Building the application – pages, routing, navigation
  • Using Material Design and theming
  • Internationalization
  • Integrating Avaloq web banking components
  • Application Deployment
 
Target audience
Bank and third-party employees with web programming knowledge wanting to understand and build customised web banking solutions for their own bank or bank clients.
Duration
4 - 5 hours of self-study
We recommend that participants start the self-study phase no later than 10 days prior to the course. Please note that to be awarded full education points, all self-study exercises must be completed
 
2 half-days instructor-led practical training
Prerequisites
Participants must be ACCP certified or have equivalent knowledge of the Avaloq Banking System. Only Avaloq Certified Customization Professionals will receive accreditation points.
This course includes a self-study exercise to help you consolidate learning and prepare for the virtual class. The exercise solution must be completed and submitted two business days before the virtual class (course date). Solution submission is mandatory – you must submit a solution to participate in the virtual class.
Course Dates
27.11. - 28.11.2024 - e-learning
27.02. - 28.02.2025 - e-learning
Avaloq in a Nutshell
Objectives
Upon successful completion of this course, participants will be able to:
  • Recall the Avaloq mission and vision;
  • Identify the financial institution segments that Avaloq supports;
  • Describe the basic object model, orders, workflows and order validations;
  • Identify the capabilities of the Avaloq platform;
  • Name the different Avaloq services;
  • Describe the cloud deployment and business architecture, the GIM tool, AMI, APIs and web banking functionality;
  • List the benefits and purpose of the standard SaaS, flexible SaaS, BPaaS and on-premises target operating models.
Course content
  • Who we are
  • Basics
  • What we do
Avaloq platform
Avaloq services
Avaloq integration
  • Client models
Target audience
Anyone who is interested in the Avaloq platform
Duration
8 - 10 hours of self-study
We recommend that participants start the self-study phase no later than 10 days prior to the course. Please note that you must submit a theory exercise solution at least two business days before the live virtual class or you will not be able to attend
1 day (8 hours) of virtual classroom training
Prerequisites
Banking knowledge recommended
Course Dates
06.12.2024 - e-learning
23.01.2025 - e-learning
20.02.2025 - e-learning
27.03.2025 - e-learning
Avaloq in a Nutshell - IST Time zone
Objectives
Upon successful completion of this course, participants will be able to:
  • Recall the Avaloq mission and vision;
  • Identify the financial institution segments that Avaloq supports;
  • Describe the basic object model, orders, workflows and order validations;
  • Identify the capabilities of the Avaloq platform;
  • Name the different Avaloq services;
  • Describe the cloud deployment and business architecture, the GIM tool, AMI, APIs and web banking functionality;
  • List the benefits and purpose of the standard SaaS, flexible SaaS, BPaaS and on-premises target operating models.
Course content
  • Who we are
  • Basics
  • What we do
Avaloq platform
Avaloq services
Avaloq integration
  • Client models
Target audience
Anyone who is interested in the Avaloq platform
Duration
8 - 10 hours of self-study
We recommend that participants start the self-study phase no later than 10 days prior to the course. Please note that you must submit a theory exercise solution at least two business days before the live virtual class or you will not be able to attend
1 day (8 hours) of virtual classroom training
Prerequisites
Banking knowledge recommended
Course Dates
10.12.2024 - e-learning
Avaloq in a Nutshell - PHT Time zone
Objectives
Upon successful completion of this course, participants will be able to:
  • Recall the Avaloq mission and vision;
  • Identify the financial institution segments that Avaloq supports;
  • Describe the basic object model, orders, workflows and order validations;
  • Identify the capabilities of the Avaloq platform;
  • Name the different Avaloq services;
  • Describe the cloud deployment and business architecture, the GIM tool, AMI, APIs and web banking functionality;
  • List the benefits and purpose of the standard SaaS, flexible SaaS, BPaaS and on-premises target operating models.
Course content
  • Who we are
  • Basics
  • What we do
Avaloq platform
Avaloq services
Avaloq integration
  • Client models
Target audience
Anyone who is interested in the Avaloq platform
Duration
8 - 10 hours of self-study
We recommend that participants start the self-study phase no later than 10 days prior to the course. Please note that you must submit a theory exercise solution at least two business days before the live virtual class or you will not be able to attend
1 day (8 hours) of virtual classroom training
Prerequisites
Banking knowledge recommended
Course Dates
28.11.2024 - e-learning
13.02.2025 - e-learning
Avaloq in a Nutshell is the NEW Avaloq Foundation course
Course content
Avaloq in a Nutshell is the NEW Avaloq Foundation course
 
Avaloq Foundation is no longer available and is now replaced by Avaloq in a Nutshell.
 
Avaloq in a Nutshell expands upon Avaloq Foundation's content by providing acomprehensive overview of Avaloq and its platform, covering capabilities, services and business process architecture.
 
If you're looking for Avaloq Foundation, please search for Avaloq in a Nutshell instead.
Course Dates
31.12.2024 - e-learning
Avaloq Stock Exchange (STEX) Interface Introduction
Objectives
At the end of this course, participants will be able to:
 
  • Be familiarized with the STEX interface
  • Explain what is client - broker side
  • Describe what solicited and unsolicited orders are
  • Understand the STEX workflow
  • Describe SWIFT MT in general
  • Be able to explain the content and structure of SWIFT MT messages
  • Be able to describe how are the sources structured in Avaloq ice
  • Understand (Financial Information eXchange) protocol in general
  • Be familiarized with the content and structure of FIX messages
  • Describe Avaloq FIXBridge
  • Be knowledgeable on how to test the FIX interface
Course content
  • Stock exchange (STEX) interface general concepts
  • Message engine, AMI and networks
  • SWIFT in general
  • SWIFT MT - sources in ICE
  • Introduction to FIX
  • FIX messages
  • Usage of FIX messages and FIX sessions
  • FIXBridge
  • FIX interface testing
Target audience
Individuals who would like an overview of STEX interface, SWIFT MT, and FIX interface for Avaloq.
Duration
This is a self-study course which is only delivered online.
The course will be available throughout the begin and end dates indicated upon logging in. There is no specific attendance day.
Estimated time to complete this course:
4-6 hours of self-study
 
Prerequisites
Trading knowledge recommended.
Course Dates
16.12.2024 - 16.01.2025 - e-learning
16.01. - 16.02.2025 - e-learning
16.02. - 16.03.2025 - e-learning
16.03. - 16.04.2025 - e-learning
Avaloq Wealth platform intro
Objectives
  • Identify the SDPs
  • Explain the Wealth architecture
  • Understand the investment value chain and apply it in the UI
  • Create client profiles using the Mandate Builder
  • Create investment proposals
  • Resolve health checks
  • Navigate and understand the Monitoring dashboard
  • Explain the different applications used by the Avaloq Wealth platform
Course content
  • Product overview
  • Architecture
  • Avaloq Wealth landscape
  • Investment Advisory process overview
  • Discretionary Portfolio Management process overview
  • Applications: Mandate Builder, Portfolio Constructor, Monitoring dashboard, Analytics Hub and more
  • Shared applications
Target audience
Anyone wanting an overview of some of the products of the Avaloq Wealth platform (Investment Advisory and Discretionary Portfolio Management desks)
Duration
This is a self-study course which is only delivered online.
The course will be available throughout the begin and end dates indicated upon logging in. There is no specific attendance day.
Estimated time to complete this course:
4-6 hours of self-study
 
Prerequisites
No prerequisites.
Course Dates
18.12.2024 - 18.01.2025 - e-learning
18.01. - 18.02.2025 - e-learning
18.02. - 18.03.2025 - e-learning
18.03. - 18.04.2025 - e-learning
Avaloq Web APIs lite
Objectives
  • Know the business background behind APIs in the banking industry
  • Describe the different applications and users of the Open APIs and Community API products
  • Explain how both APIs are built to perform with minimal impact on ACP.
  • Explain how select the correct endpoints for a specific use case
  • Describe how the APIs could be used by an application.
 
Course content
  • Intro to Avaloq Web APIs
  • Open API – legislation, standards
  • Community API – theory, examples
  • Architectures
  • Demonstrations, Postman, apps
 
Target audience
Anyone wanting to understand and/or use the Open API or Community API products, including including clients, implementation teams, business managers, developers, partners and account managers.
Duration
This is a self-study course which is only delivered online.
The course will be available throughout the begin and end dates indicated upon logging in. There is no specific attendance day.
 
How to complete your course:
  • Watch the videos and answer the questions at the end of each video
  • Answer 60% of the questions correctly
  • For administration questions, please contact academy@avaloq.com
 
Estimated time to complete this course:
2 - 3 hours of self-study
20 - 30min test
Prerequisites
No prerequisites though it is assumed that participants have some familiarity with the Avaloq Banking Suite.
Follow-up courses
Accreditation: Avaloq Web APIs
Course Dates
15.12.2024 - 15.01.2025 - e-learning
15.01. - 15.02.2025 - e-learning
15.02. - 15.03.2025 - e-learning
15.03. - 15.04.2025 - e-learning
Business Event Grid (BEG) lite
Objectives
  • Describe the BEG architecture.
  • Explain the GraphQL job configuration used to select events for the push messages.
  • Be able to construct JSLT definitions for the output messages.
  • Understand the connectors used to define the output destinations.
Course content
  • Introduction
  • BEG architecture
  • Example use case
  • BEG job configuration
  • Push message formatting
  • Output destinations
  • Demonstration
  • The BEG datastore
  • Summary
 
Target audience
Avaloq Certified Professionals.
Duration
This is a self-study course which is only delivered online.
The course will be available throughout the begin and end dates indicated upon logging in. There is no specific attendance day.
 
Estimated time to complete this course:
4-6 hours of self-study
Prerequisites
Participants must be ACCP certified or have equivalent knowledge of the Avaloq Banking System.
 
Course Dates
01.12.2024 - 01.01.2025 - e-learning
01.01. - 01.02.2025 - e-learning
01.02. - 01.03.2025 - e-learning
01.03. - 01.04.2025 - e-learning
Community APIs lite
Objectives
  • Describe the Community API services architecture
  • Explain how read and write requests are handled differently
  • Be able to make API requests for static, order, reference, and pillar data
  • Be able to make API requests to create orders
  • Construct custom API requests using filters and other query parameters
  • Build compound and shaped API requests
Course content
  • CAPI introduction
  • CAPI read architecture and demonstration
  • CAPI write architecture and demonstration
  • CAPI advanced features
  • CAPI shaping for development and production
  • CAPI pillars and demonstration
 
Target audience
Avaloq Certified Professionals and/or those using Community APIs for client projects.
Duration
This is a self-study course which is only delivered online.
The course will be available throughout the begin and end dates indicated upon logging in. There is no specific attendance day.
 
Estimated time to complete this course:
2-4 hours of self-study
Prerequisites
Participants must be ACCP certified or have equivalent knowledge of the Avaloq Banking System.
 
Course Dates
02.12.2024 - 02.01.2025 - e-learning
02.01. - 02.02.2025 - e-learning
02.02. - 02.03.2025 - e-learning
02.03. - 02.04.2025 - e-learning
Customization Principles (CuP)
Objectives
Participants will get the necessary knowledge to participate in or manage an Avaloq implementation / customization project.
 
 
Course content
Customization
Avaloq ice – integrated customisation environment
Rule Engine and Automatic Field Calculation
Object Keys, Additions and Classifications
Avaloq Script
Report Writer
Workflow & Context Action
Order Validation  
Avaloq Forms and Structured Extensions
Avaloq Message Interface
Access Security and Rules
Target audience
Project leaders, Key Business Users, Business Analysts and Consultants involved in Avaloq customization, configuration or migration projects
Duration
5 days
Course Dates
13.01. - 17.01.2025 - e-learning
03.03. - 07.03.2025 - e-learning
Financial services and Wealth management industry overview
Objectives
  • Get an overview of financial services
  • Be able to describe the concepts and characteristics of different assets classes and funds
  • Understand the process of portfolio management  
  • Describe portfolio construction theory
  • Know analytics, performance and risk
Course content
  • Introduction to Wealth and Financial management
  • Basic asset classes
  • Complex instruments
  • Funds
  • Portfolio management process
  • Portfolio construction
  • Monitoring and trading
  • Portfolio evaluation
Target audience
Anyone wanting a business overview and introduction to Financial services and Wealth management including clients, implementation teams, business managers, Avaloq development teams, key account managers, pre-sales.
Duration
This is a self-study course which is only delivered online.
The course will be available throughout the begin and end dates indicated upon logging in. There is no specific attendance day.
 
Estimated time to complete this course:
8 hours of self-study
Course Dates
20.12.2024 - 20.01.2025 - e-learning
20.01. - 20.02.2025 - e-learning
20.02. - 20.03.2025 - e-learning
20.03. - 20.04.2025 - e-learning
Foreign Exchange Management
Objectives
Upon successful completion of this course every participant will:
  • understand the functionality of the Foreign Exchange market
  • have a common understanding of the Avaloq concepts in the Foreign Exchange module
  • to be able to process and analyse Foreign Exchange transactions
  • to know, apply, and exchange Avaloq best practice
Course content
  • Foreign exchange (FX) market
  • FX management in the Avaloq system
  • FX life cycle management
  • Monitoring FX positions
  • Accounting and booking
  • More functions
Target audience
Anyone who is interested in Avaloq Foreign Exchange functionalities from a business point of view.
Duration
This is a self-study course which is only delivered online.
The course will be available throughout the begin and end dates indicated upon logging in. There is no specific attendance day.
 
Estimated time to complete this course:
2 - 3 hours of self-study
25 - 30min test
Prerequisites
Banking knowledge recommended.
Course Dates
15.12.2024 - 15.01.2025 - e-learning
15.01. - 15.02.2025 - e-learning
15.02. - 15.03.2025 - e-learning
15.03. - 15.04.2025 - e-learning
GIM Cross-functional overview incl. ACIP exam (GIMC)
Objectives
By the end of the course, participants will:
  • know the GIM fundamentals:
the basic knowledge to browse the tool;
the phases, competency areas, processes, activities and tasks;
the GIM quality framework
  • know the difference between the GIM project implementation approach for:
BPaaS, SaaS and on premises projects
system integration projects
  • be able to use the out-of-the-box GIM functionality
  • be familiar with the GIM quality framework components
 
Course content
  • Recap of GIM fundamentals
  • GIM project types
  • GIM project implementation approach – overview of phases
  • GIM system integration approach – overview of phases
  • GIM quality framework
  • ACIP exam
 
Target audience
Programme managers, project managers and stream leads who are involved in Avaloq Banking Suite implementation or integration projects.
Duration
1 day (incl. ACIP exam at the end of the day)
Prerequisites
  • Successful completion of the online Global Implementation Methods Fundamentals (GIMF) course
  • Pass the Global Implementation Methods Fundamentals (GIMF) test
  • Advantage: prior project management knowledge and experience
 
Follow-up courses
none
Course Dates
27.02.2025 - e-learning
Global Implementation Methods Fundamentals (GIMF)
Objectives
  • Describe the rationale behind GIM and explain its objectives
  • Explain the Avaloq framework of methods
  • Know the GIM structure including Phases, Competency Areas and Processes
  • Explain quality assurance and risk management in GIM
  • Describe the goals and main components of the GIM Tool
 
 
Course content
  • Why GIM?
  • GIM Highlights
  • GIM Model
  • GIM Tool
  • GIM Quality Framework & Risk Management
Target audience
All Avaloq, customers, and implementation partners involved in an implementation project that employs GIM methods.
Duration
This is a self-study course which is only delivered online.
The course will be available throughout the begin and end dates indicated upon logging in.There is no specific attendance day; you simply need to pass the test to complete the course.
 
Estimated time to complete this course:
2 - 3 hours of self-study
20 - 30min test
Prerequisites
No Prerequisites.
 
Favourable:
  • Prior Project Management knowledge and experience
 
 
Course Dates
10.12. - 24.12.2024 - e-learning
10.01. - 24.01.2025 - e-learning
10.02. - 24.02.2025 - e-learning
10.03. - 24.03.2025 - e-learning
Introduction to ABR/S
Objectives
  • Know why and how ABR/S was developed and is configured for individual clients
  • Describe the different types of code, data and support delivered with the bootstrapped ABR/S product
  • Explain how ABR/S reduces implementation costs through bootstrapping, pre-processing of customization code and activation or deactivation of kernel code
  • Explain how ABR/S improves project team ramp-up and development through good coding practice and use cases
  • Describe the information included in a typical use case and understand why they are so useful
 
Course content
  • A potted history of ABR/S
  • The ABR/S product
  • ABR/S Objectives I
  • ABR/S Objectives II
  • ABR/S Use cases
  • ABR/S Development process
  • ABR/S Installation
  • ABR/S Customization principles
  • ABR/S Support organizations
Target audience
Anyone wanting an overview of and introduction to the Avaloq Banking Reference/Starter Kit (ABR/S) including clients, implementation teams, business managers, Avaloq development teams, key account managers, pre-sales.
Duration
  • 3-4 hours of self-study
Prerequisites
No prerequisites though it is assumed that participants have some familiarity with the Avaloq Banking Suite
Follow-up courses
Accreditation - ABR/S development and customization
Course Dates
25.11. - 25.12.2024 - e-learning
02.12.2024 - 01.01.2025 - e-learning
09.12.2024 - 08.01.2025 - e-learning
16.12.2024 - 15.01.2025 - e-learning
20.12.2024 - 20.01.2025 - e-learning
23.12.2024 - 22.01.2025 - e-learning
30.12.2024 - 29.01.2025 - e-learning
06.01. - 05.02.2025 - e-learning
13.01. - 12.02.2025 - e-learning
20.01. - 19.02.2025 - e-learning
27.01. - 26.02.2025 - e-learning
03.02. - 05.03.2025 - e-learning
10.02. - 12.03.2025 - e-learning
17.02. - 19.03.2025 - e-learning
24.02. - 26.03.2025 - e-learning
03.03. - 02.04.2025 - e-learning
10.03. - 09.04.2025 - e-learning
17.03. - 16.04.2025 - e-learning
24.03. - 23.04.2025 - e-learning
Operations: Security Aspects of ACPR-based Deployments
Objectives
  • Describe the basic pre-requisites that define an ACPR compliant cluster from security perspective
  • Understand the meaning of certificates and being able to create and store them in a constellation
  • Explain the concept of secrets and how to handle their encryption
  • Understand the concepts behind JDBC connections and Transport Layer Security (TLS)
  • Describe the concept of network policies and routing
  • Describe the concepts of a Web Application Firewall (WAF) and the Identity and Access Management (IAM)
  • Differentiate repositories from registries and explain the main use cases in the context of ACPR
  • Describe the meaning of security monitoring
Course content
Course content
 
  • ACPR framework
  • Certificates
  • Sensitive data in a constellation
  • Connectivity
  • Registries / Repositories
  • WAF / IAM
  • Security Monitoring
Target audience
Avaloq Certified Customization Professionals working on implementation projects based on ACPR.
 
Avaloq Certified Technical Operators and DevOps with responsibility of ACPR.
 
This course is aimed at students being required to complete the self-learning part as well as exercises in the virtual classroom training to successfully complete the course.
Duration
3 - 5 hours of self-study
We recommend that participants start the self-study phase no later than 10 days prior to the course. Please note all self-study exercises must be completed and submitted at least two business days before the classroom training.
 
1 day of virtual classroom training
Please note, to be awarded full education points, you must take an active part in the classroom days completing the set exercises.
Prerequisites
Participants must be ACCP or ACTO certified or have equivalent knowledge of the Avaloq Banking System.
 
Avaloq Certified Customization Professionals will receive accreditation points for their re-certification.  
 
This course includes a self-study exercise to help you consolidate learning and prepare for the virtual class.  
 
The exercise solution must be completed and submitted two business days before the virtual class (course date). Solution submission is mandatory - you must submit a solution to participate in the virtual class.
Course Dates
09.12.2024 - e-learning
20.12.2024 - e-learning
15.01.2025 - e-learning
06.02.2025 - e-learning
12.03.2025 - e-learning
Portfolio management (PFM) introduction
Objectives
  • Understand wealth management service type
  • Be able to provide a high level description of discretionary portfolio management
  • Describe Avaloq PFM object modelling
  • Know the Avaloq restriction engine and rebalancing engine
  • Understand the PFM desk, PFM reports, and aggredated dashboards
Course content
  • Introduction to Wealth management and Discretionary portfolio management
  • Introduction to the PFM module
  • Overview of Avaloq PFM object modelling
  • Restriction engine
  • Monitoring and reporting
  • Re-balancing engine ACP
  • Web rebalancing
  • Performance and risk
Target audience
Anyone wanting a PFM introduction including clients, implementation teams, business managers, Avaloq development teams, key account managers, pre-sales.
Duration
This is a self-study course which is only delivered online.
The course will be available throughout the begin and end dates indicated upon logging in. There is no specific attendance day.
 
Estimated time to complete this course:
6 hours of self-study
Course Dates
06.12.2024 - 06.01.2025 - e-learning
06.01. - 06.02.2025 - e-learning
06.02. - 06.03.2025 - e-learning
06.03. - 06.04.2025 - e-learning
Processing Money Market Trades
Objectives
By the end of the course, participants will be able to:
  • Understand supported business use cases
  • Know how to create and modify Money Market deposits
  • Understand the different renewal types
  • Repeat how to manually set mark-ups, retrocession and instructed money accounts
Course content
  • Functional Overview
  • Definitions and Concepts
  • Call Deposit
  • Time Deposit
  • Dual Currency Deposit
Target audience
Anyone wanting to become familiar with the lifecycle of Money Market Call and Time trade and acquire knowledge in operating Money Market module as well as gaining an insight on parameterization options.
Duration
This is a self-study course which is only delivered online.
The course will be available throughout the begin and end dates indicated upon logging in. There is no specific attendance day.
 
Estimated time to complete this course:
50 - 60 minutes of self-study
Prerequisites
Participants must either
  • have attended the course “Avaloq Foundation (FOU)” or
  • have equivalent knowledge and experience with the Avaloq Banking Suite
Course Dates
08.12.2024 - 08.01.2025 - e-learning
08.01. - 08.02.2025 - e-learning
08.02. - 08.03.2025 - e-learning
08.03. - 08.04.2025 - e-learning
Technical Operations
Objectives
By the end of the course, participants will
  • be familiar with the relevant key elements in the Avaloq Banking Suite
  • know the typical tasks of end-of-period (EOP) processing
  • know how to create and schedule jobs with the Avaloq Banking Suite
  • know how to monitor the elements of the Avaloq Banking Suite
  • know how to analyse log entries
  • know how to use the various interfaces
  • be familiar with the possible areas of customization and configuration for operations
  • know how to use the tracing and profiling functions
  • understand the concept of Avaloq message processing
  • understand the concept of Avaloq mailing generation
  • know how to debug and troubleshoot the operational processes
Course content
  • Tools (Central Services Desk, Task and Reporting Desk, SQL Developer)
  • Key elements (background processes and queues)
  • Job management/end of period (EOP)
  • Log analysis, tracing and profiling
  • Avaloq Application Monitor
  • Avaloq message handling
  • Mailing generation
Target audience
Members of IT operations departments, application managers and application operations managers responsible for operating the Avaloq Banking Suite
Duration
3 days
Prerequisites
  • Basic knowledge about databases and understanding simple PL/SQL statements
  • Completion of the Avaloq in a Nutshell course
Course Dates
04.03. - 06.03.2025 - e-learning