Calypso Back Office (Foundation)

The course consists of several modules, each module is designed to have hands-on exercises. The courses are instructed by Calypso Learning Services’ dedicated staff and members of our Subject Matter Experts’ team. Calypso Standard Reference Model (CSRM) environment are provided to each participant for demonstrations, configurations, and learning exercises.

The training will be a virtual instructor led training and each attendee will be provided with access to unique instance of cloud-based Calypso environments.

Each participant will receive access to Calypso Learning Service eLearning portal to access training material, slides, and course exercises.

For registration or enrollment details, please email: CalypsoEducation@nasdaq.com

Course date

09-13 December, 2024

Course duration

4 Hours per day

Course location

Virtual Classroom

Course level

Foundation

Prerequisites:

Knowledge of Capital Markets and Post Trade Processing is preferred, but not required.

Topics include:

Module 1: Introduction to Calypso

► Calypso Architecture
► System Components, Engines and Servers

Module 2: Static Data Setup

► Legal Entities, Contacts, Accounts
► Settlement Instructions
► Trading Books
► Hands-On Exercises: Create PO, CP and define SDI

Module 3: Calypso Workflows

► Trade Workflow & Lifecycle Actions
► Transfer Workflow & Settlements
► Message Workflow
► Generate Messages
► Hands-On Exercises: Book Trades & BO Objects (Xfer, Messages) & Apply Lifecycle Actions

Module 4: Calypso Task Station

► Operations Dashboard
► Task Priorities, Task Internal Reference
► Hands-On Exercises: Build Task Station Report

Module 5: Fees & Scheduled Tasks

► Real-Time / Batch Processing
► Fee Definition, Fee Grid, Fee Config
► Hands-On Exercises: Define Automatic & Manual Fees; Run Batch Processes

Module 6: Access Permissions

► Define User Groups, Users Defaults
► Book Access, Workflow Access
► Data Authorization

Module 7: Reporting Framework

► Report Launcher & Report Generation
► Trade, Transfer, Message Report
► Portfolio Manager
► Cash and Security Inventory Report
► Hands-On Exercises: Define Reports and Save Templates

“Despite having spent quite a few years as a Calypso developer, I still got a lot out of this training. It was enlightening and helped us delve deeper into some exciting details about Calypso. I would like to emphasize the excellent didactics with practical and objective exercises. Undoubtedly, I improved my analytical perception of operations and lifecycles. The Getting Started with Calypso module definitely provides a satisfactory roadmap.”

Samuel L.

Exadel Financial Services (formerly CPQi)

“What an amazing week it was! The course covered an introduction to Calypso architecture, and dived into details of static data setup, workflow, and trade lifecycles, including pricing environments. I would like to express my thanks to the Learning Services team for this opportunity and teaching me a lot of important things for my work routine.”

Marcelo Y.

Mark2Market (Qaracter)

“The training was enriching and a very well designed program. There was a new theme each day, with a series of exercise adapted to each theme. The trainers were professional and attentive. They gave ample amount of time to each participant. They provided a simple explanation, illustrated with examples in Calypso. The quiz at the end of each day, was helpful to test our skills ‘’

ExpertEase Partners