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Institute of Collateral (IOC)

As organisations expand and regulations evolve, it's critical that your collateral activities keep up with the pace of change.

Equipping your team to deliver the rapid and accurate collateral services that are required in the financial sector plays a crucial role in mitigating regulatory risk and driving your firm's ongoing success. But upskilling busy teams appropriately and cost-effectively isn't easy. We developed our Institute of Collateral (IOC) to rise to this challenge.

Training Enquiries

Our IOC programme provides bespoke collateral learning for your business delivered by experienced collateral practitioners who have all worked with market-leading financial organisations. Combining this expertise with online and in-person sessions offers the flexibility and depth of knowledge your team needs to stay on top of its obligations and ahead of the competition.

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Collateral Accreditation

Our courses are endorsed by the prestigious Chartered Institute for Securities & Investment, the leading professional body for securities, investment, wealth and financial planning professionals.

Those who take our introductory online course earn 10 CPD hours, while each classroom-based module is worth 4 or 8 CPD hours, depending on whether a half or full day option is chosen.

Everyone who successfully completes one of our courses receives a CISI-endorsed certificate confirming the number of CPD hours earned, along with an invitation to join our Institute of Collateral LinkedIn community.

Earn CPD Hours
CISI Accredited Programme
Collateral Certificate
Our IOC Training Courses
Transforming An Industry Leading SaaS FinTech Company
We supported SaaS FinTech firm CloudMargin to ensure its sales team, developers, and product managers gained the collateral training and tools to keep up with the business’s rapid growth. Our flexible approach enabled us to engage with people across multiple geographies and roles to provide crucial learning and development. We trained 40 team members for 25 hours each, with 100% agreeing the training objectives were met.
READ MORE ABOUT OUR WORK WITH CLOUDMARGIN

"I recently completed "An Introduction to Collateral Management", a course offered by Margin Reform. Thank you, Shaun Murray and the team, for putting together a wonderful course which delved into the legal, regulatory, operational and technological aspects of collateral management. I would strongly recommend this to everyone who is interested in the subject. Shaun Murray was very approachable and always welcomed questions - definitely an added bonus!"

Student

"What I found most useful about the training was a better understanding of non-OTC Collateral and the reasons for the ongoing changes in the market"

Aritra Chatterjee
ManagerHerbert Smith Freehills

I would like to recommend Shaun if you need to know more about CollateralManagement (or Rugby)! As a beginner, I found his course was really comprehensive and Shaun's teaching style is excellent. I particularly liked the mixture of various support materials (videos, articles, panel presentations, etc) which broke up the format nicely.I wasn't expecting it to be so difficult either, but it was good that it was challenging as this forced me to take more time to read around the subject.

Den Leonard
ChairmanTrading Apps

A full educational course, jam-packed with everything a beginner would need to know! Shaun Murray's knowledge is first class, and you could not ask for a better mentor...

Lucie
Insurance Broker
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