Margin Reform

This course will provide the method to preparing for the final stages of initial margin phase-in; methodologies for the calculation of initial margin and address the challenges of initial margin implementation.

Since September 2016, the initial margin (IM) requirements for non-cleared derivatives has created rapid changes in the margin framework. With the original IM deadline being delayed with an additional 12-month extension due to Covid‑19, the phased-in rules still bring significant impact to the global financial market. 

The virtual course aims to provide an in-depth understanding on margin reform, in particular the latest requirements for IM, including the operating model, the calculation methodology and documentation, as well as how to address the key challenges of the implementation. The live workshop also covers the overview of the ISDA Standard Initial Margin Model (SIMM™) and its practical examples. 

What will you learn?
  • Methodologies and calculation of initial margin
  • How to prepare for the Phase 5 and Phase 6 initial margin 
  • Challenges from the final margin phase-in
  • Understanding the qualitative and quantitative impact 
  • ISDA SIMM background, model implementation and calculation
Who should attend?

Relevant departments may include but are not limited to: 

  • Head of Fixed Income
  • Credit Risk Managers/Analysts 
  • CRO/Risk Manager
  • Clearing Risk Manager
  • Portfolio Risk Managers/Analysts

Live Virtual training courses


Our live virtual training courses have been designed to engage and inspire you. Much more than a webinar, our approach includes:

  • Technical content compressed into 60-minute interactive sessions and spread out over two, three or four days

  • Facilitated collaboration including Q&A, interactive polling and group workshops

  • Live interaction with subject matter experts – get your questions answered in real time

  • Receive comprehensive course materials and supporting content from to reinforce your learning

  • Stay connected with other learners and extend your network by joining our dedicated LinkedIn group for course participants

CPD and CPE Accreditation


CPD Accreditation

This course is CPD (Continued Professional Development) accredited and will allow you to earn up to 8 credits. One credit is awarded for every hour of learning at the event.

CPE Accreditation

This course is CPE (Continuing Professional Education) accredited and will allow you to earn up to 8 credits. One credit is awarded for every hour of learning at the event in accordance with the standards of the National Registry of CPE Sponsors.

Not the course for you?

Risk Training offers a great selection of courses providing practical guidance on the latest trends, challenges and regulatory changes that span risk management, regulation and derivatives.

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