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    " In living life, the secret of the How's is actually in the Why's! "

                                                                                              Dr. Jeffrey C. K. Lim

 Seminars | Malaysia

PTM02: Treasury Markets and Products
(** SIDC CPE-approved: 10 CPE Points)

Comments from past participants

“I feel that Jeff brought out the subject matter in an enjoyable way that did not make me feel tired or sleepy even though my language is limited. I quite understand the transmission.”

- Mrs. Yadi Yuhardinata
Bank Indonesia, Indonesia.
[Class of December 2009]


“I really enjoyed the seminar. Very good facilitator! Didn't fall asleep at all and it's useful for me.”

- Mrs. Fifi Dermawan
PT Bank Kesawan, Indonesia.
[Class of December 2009]


“This seminar was good and a must for all newcomers to attend. The facilitator (Dr. Jeff) is very knowledgable and experienced. He even shared with us a lot of his knowledge not found in books.”

- Mr. Desmond Tan
AFC Merchant Bank, Singapore.
[Class of December 2009]


“It's so refreshing to see Jeff share with such passion and enthusiasm! I have learnt many insights about Treasury / FX Markets that I believe would not be presented or taught elsewhere.

I am glad that Jeff took effort to make me feel comfortable and is concerned that I benefit from the course. His passion and dedication for what he does has encouraged me to ask questions - even those I've stopped asking after I left school.

I believe that Jeff's previous working experience and academically acquired knowledge together with his inquisitive character has equipped him to do his job well.”

- Ms. Grace Kwa
BNP Paribas, Singapore.
[Class of February 2010]


“Great!!! One must join this seminar! It's very good treasury markets training, easy to understand, easy to remember!”

- Ms. Raden Widawati (Dawie)
Bank of Tokyo-Mitsubishi UFJ Ltd (Jakarta Branch), Indonesia.
[Class of May 2010]


“Totally different approach...Jeff took on a different perspective to deliver the seminar, which makes you understand the background, the history and the essence of the financial markets and the treasury products coming out of it. The knowledge will stay in your head for the rest of your life!”

- Mr. David Pirzada
Bank of Tokyo-Mitsubishi UFJ Ltd (Jakarta Branch), Indonesia.
[Class of May 2010]


“I enjoyed the seminar very much... It’s very interesting! Jeff made me have a wider concept about Treasury Markets and Products. Thanks Jeff.”

- Ms. Penny Halim
PT Bank Kesawan Tbk, Indonesia.
[Class of May 2010]


“Jeffrey is very engaging and shows his passion for the markets. Keep it up! Thanks for your sharing of in-depth knowledge and expertise.”

- Ms. Chin Sook Chee
Australia and New Zealand Banking Group Limited, Singapore.
[Class of September 2010]


“The facilitator Dr. Jeffrey C. K. Lim really made the difference between good and great! I highly recommend this seminar to anyone with a penchant for internalising financial products and jargon.”

- Mr. JJ Poh
Australia and New Zealand Banking Group Limited, Singapore.
[Class of September 2010]


“Jeff is a very experienced facilitator in the financial markets and is able to relate the seminar to real practice. I did learn a number of useful concepts and reality of the markets to be able to apply to my work.”

- Mr. Sophina Khiev
ANZ Royal Bank (Cambodia) Ltd, Cambodia.
[Class of September 2010]


“A very good seminar and facilitator! Gives one an overview on the Treasury and financial market.”

- Mr. Revo Sergio S. Pangau
Hess (Indonesia - Pangkah) Limited, Indonesia.
[Class of September 2010]


“The knowledge learnt from this seminar helps to answer most of my queries pertaining to financial markets that were accumulated during my audit. Through this understanding, I am able to appreciate better and become more effective and efficient in my audit work.”

- Mr. Chua Chee Wan
Auditor-General's Office, Singapore.
[Class of September 2010]


“The seminar was fun and I have learnt about Treasury Market and Products in a manner in which I would not have been able to learn from textbook.
The seminar will help me in analysing problems by looking at different perspectives.”

- Ms. Tan Shu Fang Mabel
Bank of Tokyo-Mitsubishi UTJ, Singapore.

[Class of February 2012]


“Great session! Jeffrey's way of teaching is very different from some early session I have attended. He gives a bird's eye view, very detailed reasoning. Would recommend this seminar.”

- Mr. Rohit Saxena
GE SeaCo Asia Pte Ltd, Singapore.

[Class of February 2012]


“Dr Jeffery Lim is an excellent facilitator who is able to simplify the derivative conceptual framework for effective and easy understanding. Discussions were practical and highly relevant to actual practice.”

- Mr. Alvin Tan
Seaco Asia Pte Ltd, Singapore.

[Class of February 2012]


“Engaging facilitator! Concepts well substantiated by real life examples and history.”

- Ms. Chia Caihan
Singapore Exchange Limited, Singapore.

[Class of February 2012]


"Very useful seminar from corporate as well as individual perspectives! Knowledgeable & engaging facilitator!”

- Ms. Lim Kim Eng Luvin
Sembcorp Design and Construction Pte Ltd, Singapore.

[Class of June 2012]


“This seminar is excellent and Jeff provides explanations in a very detailed and clear manner! Now I understand why I do the things I do in my daily transactions as a dealer and knowing why shows me the how which is advantages and is expected from my bank.”

- Mr. Harry Hartadi
PT Bank Himpunan Saudara 1906, Tbk, Indonesia.

[Class of January 2013]


“I enjoyed the seminar program conducted by Dr. Jeffrey. I learnt that the topics covered are related to our daily human life behaviour. Good examples are shown to make the seminar interesting!”

- Mr. David
P.T. Bank Negara Indonesia (Persero) TBK (Singapore Branch), Singapore.

[Class of July 2014]


“I really enjoyed the seminar very much! Jeff is a very good facilitator in financial markets. He makes me understand about history of financial markets.”

- Mr. Raden Pandu Widyantara
P.T. Bank Negara Indonesia (Persero) Tbk, Indonesia.

[Class of April 2015]


“I really enjoyed the lessons given in two days yesterday. Jeff has a strong passion that I have new knowledge and curiosity over the Treasury Markets and Products. Please feel free to attend this seminar because you will get something out of the ordinary.”

- Mr. Trian Fatria
P.T. Bank Negara Indonesia (Persero) Tbk, Indonesia.

[Class of April 2015]


“Having a limited knowledge in Treasury Markets and Products, I find your seminar very useful and easy to understand!. Dr Jeff has been able to engage me throughout the seminar that I can focus on the topics to gain my knowledge and relate it to my daily work. Despite being under the governance unit, the knowledge is very useful for me to carry out my duties in ensuring and understanding what the traders or practitioners are doing."

- Mr. Rozian Shah Kalid
Petroliam Nasional Berhad, Malaysia.

[Class of August 2015]


This seminar gives me the chance to come back to the roots and basics of Treasury markets which even experienced traders could often ignore; By digesting and digging into these, it makes technical knowledge flow smoothly and comfortably into my brain; Going to the basics should always be a good way for any-level learners who are keen on or curious about financial market."

- Ms. Ruby Zhang
Commerzbank AG, Singapore.

[Class of July 2016]

"It was an honour to meet a speaker like Jeffrey who has amazing experience in financial markets. I personally enjoyed the seminar. I thought it will be stressful with some calculation of number and some hard exercise. But it was totally different. The seminar was very fun with sharing ideas among each other and unleashing some secrets behind our life in financial markets."

Mr. Aditya Perdana Putra
PT. Bank Mizuho Indonesia, Indonesia.

[Class of September 2016]

“I totally enjoyed the seminar! Dr. Jeff made participants think out of the box by asking very simple yet difficult questions.
His insight on the treasury markets is totally logical and very unique."

- Mr. Yeo Chok Chin Marcus
RHB Bank Berhad, Singapore.

[Class of October 2016]

Jeff was able to bring across his passion, knowledge, and experience in a fun and engaging manner. Interestingly, he brought in history which helped me understand how some financial tools came to be the way they are now. I really enjoyed the seminar!"

- Ms. Loke Yi Ting
The Norinchukin Bank, Singapore.

[Class of January 2017]

“Very interesting school of thought on the financial markets!"

- Mr. Tan Ngee Tzui Jonathan
RHB Bank Berhad, Singapore.

[Class of July 2017]

“Great out of textbook style teaching!"

- Mr. Yu Sheng Louis Soh
Singapore Power Ltd, Singapore.

[Class of July 2017]

“Insightful discussion on lots of history & logic of the financial markets!"

- Mr. Ho Wee Beng
Rhodium Resources Pte Ltd, Singapore.

[Class of March 2018]

“Jeff shared very insightful practices and behaviour of the market, and the background and history which helps to connect the dots."

- Mr. Lim Kok Pheng
Treasury Manager, Singapore.

[Class of October 2018]

“This course is actually beyond my expectation! Different from all the courses that I have attended. It is easy to understand and uses some examples in life that are very practical."

- Ms. Ratna Liswati Tan
Sakari Resources Limited, Singapore.

[Class of October 2018]

“Totally eye opening and insightful! I never knew I could understand treasury markets and products in this manner. Thank you Jeff for incorporating the insights into a supposedly "dry" subject and make it exciting."

- Mrs. Nor Shahda Bt Zakaria
Petroliam Nasional Berhad (PETRONAS), Malaysia.

[Class of October 2018]

“Thank you for sharing knowledge and experience for the 2 days program. Good Job!"

- Mrs. Nor Adilah Bt Mat Nain
Petroliam Nasional Berhad (PETRONAS), Malaysia.

[Class of October 2018]

“This seminar is more than expected! Looking forward to next program."

- Mr. Kreshna Narendra Ksatriya
PT Trimegah Sekuritas Indonesia Tbk, Indonesia.

[Class of July 2019]

“This seminar is easy to understand! The facilitator is patient and ensures participants are familiar with the treasury markets."

- Ms. Berry Chai Ai San
Forchn International Pte Ltd, Singapore.

[Class of January 2020]

“Interesting Concepts and lots of Information that is out-of-the-textbooks!"

- Mr. Ted Ee Tiam Leng
The Bank of Nova Scotia, Singapore.

[Class of March 2021]

“Great Course! Gave me a lot of practical insights into the world of Treasury in “layman” terms!"

- Ms. Yeo Pei Fang
Sumitomo Mitsui Banking Corporation, Singapore.

[Class of February 2023]

“This is definitely a must-go course if one wishes to know more about treasury markets and products. Never a dull moment for something as serious as markets and products. The real life solutions shared to some of the questions helped to stimulate critical thinking, in addition to the application of knowledge."

- Mr. Ong Ci De
Keppel Enterprise FinHub Pte Ltd, Singapore.

[Class of February 2024]

"Learnt a lot. Great Course!"

- Ms. See Kai Yee Cindy
NTUC Enterprise Co-Operative Limited, Singapore.

[Class of July 2024]

“Excellent insights into the Treasury Markets!"

- Mr. Chua Koon Hai
Heeton Holdings Ltd, Singapore.

[Class of July 2024]


  • In living life, the secret of the How's is actually in the Why's!

  • History is actually an important subject. Knowing history well tells us why we are here today. Knowing history really well can sometimes even tell us where we are heading into the future!

  • Understand the development of Treasury Markets and its historical evolution, its current role and its future, via extrapolation and an understanding of advancing technology.

  • Be properly introduced to the Interest Rate Markets, its historical evolution, and where the markets are today.

  • Understand the basic working mechanics involved in the Interest Rate Markets.

  • Have an overview of the various Interest Rate Market Products that are commonly traded.

  • Be properly introduced to Yield Curves and Discount Factor Curves.

  • See examples of Interest Rate Products that are used in creating Hedging Strategies and Investment Strategies.

  • Be properly introduced to the Foreign Exchange Markets, its historical evolution, and where the markets are today.

  • Understand the basic working mechanics involved in the Foreign Exchange Markets.

  • Have an overview of the various Foreign Exchange Market Products that are commonly traded.

  • See examples of Foreign Exchange Products that are used in creating Hedging Strategies and Investment Strategies.

  • Understand the Cryptocurrency Markets, BitCoins, AltCoins, MemeCoins, StableCoins, Non-Fungible Tokens (NFTs) etc. and New Developments in these Markets.

  • Be introduced to Structured Products that are used in Hedging Strategies as well as in Investment Strategies.

  • Have the opportunity to “experience the real world of financial markets” through The PERMIT®1 System.

Seminar Facilitator(s)
(For complete profile, click on the name(s) below)

Dr. Jeffrey C. K. Lim
Ph.D., C.Sci., C.Math., FIMA, FCPS, FRM, PRM, B.Fel.


1 PERMIT® , which is an acronym for PI ETA Risk Management Information Technology, is a registered trademark of PI ETA Consulting Company.
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