Capital Markets Operations and Post-Trade Settlement (T+1) Corporate Training
Instructor-led T+1 operations training for teams that settle trades.
Capital markets in major economies now settle on T+1 cycles, which leaves no slack for affirmation delays, instruction errors, or unmatched trades. This instructor-led program builds your team's post-trade skills from the trade lifecycle through clearing, netting, fails management, and regulatory controls. Every module pairs live instruction with guided labs, closing with a full T+1 settlement simulation capstone.
Instructor-led group trainingVirtual / on-site / off-site10 languagesDelivered inEnglish, Spanish, Mandarin, German, Arabic, Portuguese, Hindi, French, Japanese, Italian100+ countriesWe have delivered inUnited States, United Kingdom, India, Canada, Germany, France, Netherlands, UAE, Saudi Arabia, Singapore, Australia, Japan, Brazil, South Africa and 90+ more countries
How we build a T+1-ready settlement operations team
The Edstellar CAPITAL MARKETS OPERATIONS & POST-TRADE SETTLEMENT Capability Model
Diagnose
We assess your team's post-trade knowledge, affirmation rates, and fail patterns to set a clear capability baseline.
Standardize
We align your cohort on one settlement vocabulary: lifecycle stages, T+1 cut-offs, matching rules, and control checkpoints.
Practice
Your team runs guided labs on affirmation, netting, fails triage, and reconciliation with realistic trade data and cut-offs.
Measure
Lab scores, simulation results, and break-resolution times show exactly which skills each employee has locked in.
Scale
Reusable runbooks, checklists, and lab guides carry the program's workflows back to your settlement desks after training.
Need more than one program?Get a group quote
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Program Overview: What is Capital Markets Operations and Post-Trade Settlement (T+1) Corporate Training?
Capital Markets Operations & Post-Trade Settlement (T+1) Corporate Training is Edstellar's instructor-led program for operations, middle-office, and settlements teams adapting to accelerated settlement cycles. Participants master the full post-trade lifecycle: affirmation, confirmation, matching, clearing, and settlement under T+1 deadlines. The program covers fails management, corporate actions, reconciliation, and the regulations driving the shift.
Training mirrors the settlement day itself. Participants process trades through capture, validation, and enrichment, then race affirmation and matching against T+1 cutoffs in timed exercises. Instructors coach on exception handling, fail resolution, and the communication chains that prevent settlement breaks. Everything converges in the capstone: a full T+1 settlement day simulation where teams keep the book clean under real deadline pressure.
T+1 leaves no room for the old rhythms: affirm late and you fail, mismatch and you buy in. Operations teams feel it as exception queues that never clear. This program retrains reflexes for the shorter cycle. Your staff learn where each hour goes and how to protect it.
The settlement day simulation is the proving ground, teams run a complete T+1 cycle, from trade capture to final settlement, with fails and corporate actions thrown in. Your operations desk returns with the muscle memory to hold the timeline when volumes spike.
T+1 settlement has compressed the post-trade working day: affirmation must happen fast, instructions must be right the first time, and fails must be triaged the same day. This program gives your operations, middle office, and settlement teams the skills to work at that pace with control. Modules move from foundations to applied practice, with 7 guided labs and a capstone simulation of a full T+1 settlement day. Your team leaves with reusable runbooks, escalation checklists, and the confidence to keep settlement discipline high as volumes and cut-off pressure grow.
What's Included in this Workshop for Your Enterprise Teams
- 1
Trade lifecycle foundations
Map each trade from execution to settlement across asset classes.
- 2
T+1 affirmation and matching
Practice affirm, confirm, and match workflows under real cut-offs.
- 3
Clearing, netting, and settlement instructions
Build netted obligations and clean settlement instructions.
- 4
Fails and exception management
Triage fails queues, aging items, and buy-in procedures.
- 5
Reconciliation and regulatory reporting
Resolve breaks and produce settlement discipline reports.
- Instructor-led delivery across virtual, onsite, and hybrid formats
- 7 guided labs with live instructor coaching in every module
- Capstone T+1 settlement simulation with instructor review
- Scheduling set around your team's settlement calendar
- Lab guides, runbooks, and escalation checklists included
- Batch sizes planned with you for hands-on participation
Build your team's skills. Anywhere in the world.
Real-world use cases
from day one
Instructor-led training
for your teams
Delivered globally
in 100+ countries
Enterprise Training Solutions Customized for Your Company
One partner for instructor-led corporate training, delivered the way your teams work.
Request a Training Quote- Customized Training Delivery
- Scale Your Training: Small to Large Teams
- In-person Onsite, Live Virtual or Hybrid Training Modes
- Plan from 2000+ Industry-ready Training Programs
- Hands-On Labs on Live Infrastructure, Led by Industry Experts
Capital Markets Operations and Post-Trade Settlement (T+1) Course Topics and Program Outline
A tailored 7-module program with guided labs in every module. Each session blends concise instruction with supervised practice on realistic trade data, from affirmation to fails triage and settlement discipline.
Built by Edstellar with settlement operations practitioners
Built by practitioners who run post-trade operations and T+1 settlement desks in production, shaped around your stack and use cases.
We benchmark your team's post-trade knowledge, tooling, and fail patterns so labs target the gaps slowing your T+1 settlement.
Live instruction maps the trade lifecycle, T+1 timelines, and settlement utilities across 6 hours before your team practices workflows.
Your team runs 7 guided labs on affirmation, netting, fails, and reconciliation using realistic trade data and tight cut-offs.
The capstone simulates a full T+1 settlement day: your team triages exceptions, clears breaks, and defends controls to the instructor.
From skill baselines to a full T+1 settlement simulation, every workflow is practiced in guided labs.
Delivered as
This program runs instructor-led in hybrid, onsite, or live virtual formats, with every lab coached live by your assigned settlement operations practitioner.
Trace a sample trade's path through each lifecycle stage.
learna)Market participants: brokers, custodians, CCPs, and CSDs
b)Trading venues and order flow basics
c)Asset classes: equities, fixed income, and derivatives
d)The trade lifecycle: execution to settlement
e)Settlement roles across buy side and sell side
Validate and enrich a batch of raw trade captures.
learna)Trade capture and booking workflows
b)Validation rules: economics, static data, and limits
c)Reference data enrichment and account mapping
d)Standing settlement instructions (SSIs)
e)Flagging exceptions at the capture stage
Affirm and match trades against live T+1 deadlines.
practicea)T+1 timelines across major markets
b)Affirmation and confirmation workflows
c)Matching engines and match-rate drivers
d)Resolving mismatches before cut-off
e)Escalation paths for unconfirmed trades
Net matched trades into settlement obligations.
practicea)Central clearing counterparties and netting
b)Bilateral versus cleared settlement flows
c)Settlement instructions: setup and maintenance
d)DVP models and payment netting
e)Instruction repair before settlement date
Clear a fails queue under T+1 time pressure.
practicea)Common fail causes: shortfalls and instruction errors
b)Fail monitoring, aging, and reporting
c)Buy-in procedures and fail remediation
d)Exception queues and escalation workflows
e)Corporate actions processing across the chain
Reconcile breaks and draft a settlement report.
applya)Nostro, depot, and trade reconciliations
b)Break investigation and resolution routines
c)Settlement discipline and fail penalty regimes
d)Regulatory reporting for settlement activity
e)Audit trails and control attestations
Run a full T+1 settlement day end to end.
applya)Live simulation: trade date to settlement date
b)Afternoon cut-off pressure and prioritization
c)Exception triage: fails, breaks, corporate actions
d)Team review: controls, metrics, and lessons learned
Customize this program tailored to your team?
Tell us your training needs: what your team already works with, the level they’re at, and the topics you want them to focus on. We’ll adjust the modules, duration and hands-on labs, and send you a customized outline for your group.
Key Skills and Outcomes Your Team Will Gain
Seven job-ready competencies your team will demonstrate by the end of the program. Each outcome is practiced in guided labs and proven in the capstone settlement simulation.
Map the trade lifecycle
Trace any trade from execution to settlement across asset classes and market structures.
Validate and enrich trades
Apply validation rules and reference data enrichment to keep trades clean at capture.
Run T+1 affirmation workflows
Affirm, confirm, and match trades inside T+1 cut-offs with disciplined escalation.
Manage clearing and netting
Build netted settlement obligations and maintain accurate settlement instructions.
Triage settlement fails
Monitor fails queues, age items, and run buy-in and remediation procedures.
Reconcile and report
Investigate reconciliation breaks and produce settlement discipline reports.
Operate a T+1 settlement day
Run the full post-trade day end to end under real cut-off pressure and controls.
Teams that Benefit from this Capital Markets Operations and Post-Trade Settlement (T+1) Group Training
This group training is built for capital markets operations teams settling trades on T+1 cycles. Content adapts to each cohort's roles, markets, and experience, so every team practices the affirmation, matching, and fails workflows it owns.
Run accurate, on-time settlement across your trade flows.
Capital markets operations teams keep every trade moving from capture to settlement, hitting T+1 cut-offs with clean instructions and fast exception handling.
Workflow friction
- Affirmations lagging behind deadlines
- Instruction errors causing late repairs
- Cut-off pressure with thin staffing
How the program helps
- Hit T+1 cut-offs with clean affirmations
- Cut unmatched trades with disciplined matching
- Keep settlement instructions accurate
Practice use cases
- Affirmation drills
- Matching labs
- Cut-off simulations
Net and settle obligations with fewer breaks.
Clearing and settlement teams manage netting cycles, settlement obligations, and fails queues, keeping DVP flows smooth under T+1 pressure.
Workflow friction
- Netting breaks at high volumes
- Fails aging past settlement date
- Manual steps slowing obligation runs
How the program helps
- Net obligations cleanly each cycle
- Shrink fails queues with fast triage
- Settle DVP flows without breaks
Practice use cases
- Netting labs
- Fails queue drills
- DVP flow practice
Catch trade errors before they reach settlement.
Middle and back office teams validate, enrich, and confirm trades at capture, stopping bad data from becoming settlement fails downstream.
Workflow friction
- Bad reference data slipping through
- Manual validation slowing capture
- Unconfirmed trades nearing cut-off
How the program helps
- Catch booking errors at capture
- Enrich trades with clean reference data
- Confirm trades ahead of cut-offs
Practice use cases
- Validation labs
- Enrichment drills
- Confirmation practice
Hold settlement discipline with audit-ready controls.
Operations risk and controls teams oversee reconciliations, settlement discipline reporting, and control attestations that keep regulators satisfied.
Workflow friction
- Breaks recurring without root-cause fixes
- Reporting assembled under time pressure
- Control gaps found in audits
How the program helps
- Prove control effectiveness with evidence
- Report settlement discipline accurately
- Investigate breaks to root cause
Practice use cases
- Reconciliation labs
- Reporting drills
- Control walkthroughs
Teams train as an operations cohort, aligned on shared T+1 cut-offs, control checkpoints, and escalation standards.
Prerequisites: This program benefits operations analysts, middle-office staff, settlement teams, and operations risk professionals who touch the post-trade chain. Basic familiarity with capital markets or banking operations helps but is not required, and content adapts to each cohort's markets, systems, and experience. Teams new to T+1 get full foundations; experienced practitioners get deeper lab practice and advanced exception scenarios.
Settlement Operations Analyst to Senior Settlement Operations Specialist
Tracks how operations professionals progress from trade lifecycle foundations to advanced T+1 settlement control across the program's learn, practice, and apply phases.
A program that grows with settlement operations careers, from trade lifecycle basics to confident T+1 control.
Mixed cohort, or several teams at once?
We can tailor the training to different teams, roles, and experience levels within the same program.
Certificate of Training Completion.
On successful completion, employees receive an Edstellar course completion certificate, recognizing their commitment to ongoing learning and professional development. It validates the skills they have built and motivates them to keep growing and contribute to organizational success.
Earned, not attended. Awarded on completion of all hands-on labs and the capstone project.
Training Delivery Modes: Virtual, Onsite and Hybrid
Choose the delivery format that fits your operations calendar: hybrid, onsite, or live virtual. Every format includes the same guided labs, capstone simulation, and instructor coaching.
Hybrid Training
Instructor-led sessions blend onsite and live virtual delivery with guided labs throughout. Your operations team practices affirmation, netting, and fails triage with the instructor coaching every lab.
- Mix onsite and live virtual sessions per batch
- Guided labs with real-time instructor coaching
- E-learning resources shared on your LMS
- Scheduling set around the settlement calendar
Onsite Training
Instructor-led training at your offices, with labs set up on your network and settlement systems. The instructor works side by side with your team through every affirmation, matching, and reconciliation exercise.
- Training delivered at your office locations
- Labs run on your network and systems
- Same curriculum as virtual batches
- Batch schedules set with your team
Live Virtual Training
Live virtual sessions on Zoom or Teams with screen-shared labs, breakout practice, and real-time review. Your team gets the same guided labs and capstone simulation as onsite, with recordings shared after each session.
- Live instructor-led sessions, fully online
- Breakout labs with screen-shared coaching
- Recordings shared for later review
- Same labs and capstone as other formats
Need a training format that works for your team?
Full days, half days across weeks, or split by module. Tell us the delivery window and we schedule the cohort around it.
Frequently Asked Questions
Share your team size, timelines, and delivery preference, and we will send a detailed per-group quote with batch options.
Yes. A short discovery call helps us map your training needs, markets, and timelines before we share a tailored proposal.
Yes. The program runs fully online as live virtual training, with the same guided labs and capstone as other formats.
Yes. Onsite delivery sets labs up on your network and settlement systems, with the instructor coaching in person.
The program runs 28 hours across 7 modules, delivered in flexible batches around your settlement calendar.
Question not answered here?
Put it in the request. A training specialist answers it directly, within one business day.
Where this Training Fits in Your Team's learning path.
Post-trade operations come straight after market basics in this path, because settlement staff need to know what they are processing. Once your team can run clearing and settlement under T+1, they are ready for custody and fund servicing, and then for the MiFID II rules that set reporting and control duties.
Why Choose Edstellar as Your Capital Markets Operations and Post-Trade Settlement (T+1) Corporate Training Provider
When comparing providers, Edstellar is the training partner operations teams choose for post-trade expertise and 5+ years of corporate training experience. Our methodology blends concise instruction with guided labs, and we share each trainer profile before booking.
EXPERT TRAINERS
YEARS DELIVERING
ORGANIZATIONS TRAINED
CERTIFIED
Tailored
Every batch is tuned to your markets, asset classes, and settlement utilities, so labs mirror your real settlement desks.
Proven Methodology
Concise instruction, guided labs, and a capstone settlement simulation build lasting T+1 capability across your operations teams.
Practice-Based Learning
Your team affirms, matches, nets, and triages fails in supervised labs on realistic trade data, not lectures.
Expert Trainers
Practitioners who run post-trade operations in production lead every session, matched to your markets and goals.
Global Scale
One consistent curriculum rolls out across regions and settlement hubs, with quality standards held in every batch.
Measurable Outcomes
Match rates, fails counts, and break-resolution times are tracked from baseline to capstone review.
Practice T+1 Settlement Operations with Clear Deadlines and Exception Evidence
Our capital markets operations training connects trade capture with the coordination needed for timely post-trade processing. Participants validate records, match trades, and calculate settlement obligations before handling exceptions and reconciliation. A simulated T+1 settlement day tests prioritization and handoffs, with decisions supported by documented breaks, instructions, and status reporting.
- Step 01
Consult
We examine your post-trade responsibilities and exception patterns, identifying learning needs in capture quality, affirmation, matching, settlement instructions, fails, and reporting.
- Step 02
Plan
We establish the trade lifecycle before enrichment and validation, affirmation and matching, clearing and netting, then exception management in the settlement-day simulation.
- Step 03
Align
We align middle-office, settlement, and operations-risk perspectives, confirming the market assumptions and simulated deadlines used in the cohort’s T+1 exercises.
- Step 04
Customize
We tailor sample trades, instruction gaps, corporate-action events, and reconciliation breaks to representative processing flows, making handoff ownership and timing constraints explicit.
- Step 05
Execute
Participants enrich records, resolve mismatches, net obligations, and triage a fails queue with feedback on priority decisions and the quality of operational records.
- Step 06
Evaluate
We assess the simulated day for accurate processing, effective deadline prioritization, explained exceptions, reconciled balances, and a settlement report that supports follow-up.
Also from Edstellar
Talent assessments
Psychometric, behavioral, leadership and 360-degree assessment.
→Training needs analysis
Needs analysis, gap identification, and a training roadmap.
→L&D consulting
Learning strategy, content, technology and ROI measurement.
→OD consulting
Org design, succession planning and cultural change.
→Managed training services
Training outsourcing, vendor management, logistics and administration.
→Coaching solutions
Executive and manager coaching that keeps skills in use.
Start an RFP shaped to your needs.
Answer three quick questions about team size, scope, and how often you need the program run, then send the request from the last step. Everything you choose travels with it, so you only fill this in once.
How many team members need training?
Capital Markets Operations & Post-Trade Settlement (T+1) Corporate Training Training Packages & Pricing
Where L&D holds an annual budget, license packages price the whole year at once instead of raising a purchase order per workshop. Hours and licenses are pooled across teams, programs and locations, so unused capacity is not stranded in one department.
Starter
120
trainee licenses64 hours of group training
Tailored for SMBs
Growth
320
trainee licenses160 hours of group training
Ideal for growing SMBs
Enterprise
800
trainee licenses400 hours of group training
Designed for large corporations
Custom
Unlimited
trainee licensesDuration set by the rollout
Multi-region and multi-year
Training Packages & Pricing
Choose the training format that works for your team. Pricing is customized based on your requirements, cohort size, and delivery needs.
Request Capital Markets Operations and Post-Trade Settlement (T+1) Training for Your Team
Share your team size, settlement calendar, markets, and timelines to receive a tailored training plan and quote. Book a discovery call to discuss your goals; we confirm availability and respond with a proposal.