ETRM Pro Bundle · Flagship Program

ETRM Pro 500 Extended Training

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The deepest, most complete ETRM curriculum available: 500 cumulative chapters across 12 sections, for traders, implementers, risk teams, and operations - covering power, gas, oil, LNG, and renewables end to end.

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500
Cumulative chapters
12
Sections
5
Commodities covered
Lifetime
Self-paced access
About the program

The complete ETRM curriculum, end to end

Comprehensive ETRM training for traders, implementers, risk teams, and operations, with power, gas, oil, and LNG included, plus case studies and capstones. It covers ETRM concepts, trade lifecycles, configuration patterns, and integration across the full platform.

The curriculum is organized into 12 sections and 500 cumulative chapters. Sections are collapsed below for readability - expand any section to view its detailed chapters. Each chapter can be expanded into a full extended training unit.

Educational content only. Does not include proprietary vendor UI screenshots, licensed software, or live system demonstrations.

Curriculum

500 chapters across 12 sections

Every section builds on the last, from market fundamentals to administration and advanced topics.

SECTION 1: Energy & Commodities Market Fundamentals (1-20)
  1. What Is an ETRM System?
  2. Role of ETRM in Energy and Commodities
  3. Physical vs Financial Energy Trading
  4. Core Market Participants (Traders, Utilities, ISOs, Producers)
  5. Commodity Value Chains - Power, Gas, Oil, LNG, Renewables
  6. Spot vs Forward Markets
  7. Futures, Forwards & Options in Commodities
  8. Physical Delivery & Nomination Cycles
  9. Exchanges & Marketplaces (ICE, EEX, CME, NBP, TTF, PJM)
  10. Indices & Pricing Sources (Platts, Argus, ICE Data)
  11. Volatility, Curves & Seasonality in Energy
  12. Regulatory Landscape (REMIT, EMIR, Dodd-Frank, MiFID II)
  13. Risk Categories: Market, Credit, Operational, Liquidity
  14. Lifecycle of an Energy Trade
  15. Role of Risk & Operations Teams
  16. Credit Limits, Margining, and Collateralization
  17. Settlement & Invoicing Overview
  18. Contract Structures (Swing, Take-or-Pay, PPA, Tolling)
  19. Trading Systems Ecosystem (ETRM, CTRM, ERP, Risk Engines)
  20. Why Some Platforms Remains the Market Leader
SECTION 2: ETRM Platform Overview (21-45)
  1. ETRM Overview & Release Highlights
  2. Evolution from Classic to Open Components (OC)
  3. ETRM Architecture Stack (Database, JVS, OC, Web)
  4. Core Design Principles (SOA, OpenAPI, REST)
  5. Key Modules (Trading, Risk, Credit, Settlement, Logistics)
  6. New User Interface Enhancements
  7. ETRM Data Model: Tables, Objects, and Entities
  8. Reference Table Hierarchies & Metadata
  9. Security Framework
  10. Integration Frameworks (OpenComponents, ABR, JMS, Kafka)
  11. Environment Setup and Server Deployment
  12. ETRM Database Schema Enhancements
  13. Object Model Overview (Deals, Events, Ledgers, Accounts)
  14. Front-End Navigation & UI Workspaces
  15. Deal Capture Screen Customization
  16. Market Manager, Credit Manager, Simulation Manager Overview
  17. Simulation Engine Enhancements
  18. Workflow Engine (Task Manager, Event Processing)
  19. Logging & Monitoring Enhancements
  20. Web Services & RESTful APIs
  21. Openlink Reporting Stack (OLAP, DataMart, WebReports)
  22. Security and Role-Based Access Controls
  23. Administration Console
  24. ETRM Cloud-Readiness & Deployment on ION Cloud
  25. Case Study: ETRM Deployment at a Power Trading Desk
SECTION 3: Static & Reference Data in ETRM (46-91)
  1. Static Data Framework in ETRM
  2. Reference Table Enhancements
  3. Counterparty Setup and Legal Hierarchies
  4. Business Units, Portfolios, and Books
  5. Commodity Definition and Product Hierarchies
  6. Index Curves and Price Points
  7. Market Locations, Zones, and Hubs
  8. Calendars and Holiday Management
  9. Delivery Point Definitions
  10. Pipelines and Storage Assets Setup
  11. Legal Agreements & CSA Setup
  12. Reference Data API Access via OC
  13. Data Import Utilities (CSV/XML/OC REST)
  14. Reference Data Version Control
  15. Reference Data Validation & QA
  16. Index Mappings for Physical Trades
  17. Power Nodes and Transmission Paths
  18. Gas Transportation Contracts Setup
  19. Static Data Dependency Hierarchies
  20. Reference Data for LNG & Oil
  21. Credit Entity Setup
  22. Static Data for Renewables (REC, GOs)
  23. Static Data Archiving and Purging
  24. Static Data Quality Frameworks
  25. Integration with External MDMs
  26. Curve Location & Hub Configuration
  27. Static Data Security Policies
  28. Business Metadata Tracking
  29. Lookup and Value Mapping Rules
  30. Data Load Performance Tuning
  31. Referential Integrity Checks
  32. Static Data Audit & Logging
  33. Bulk Static Data Import Process
  34. Static Data via ABR Interfaces
  35. Static Data Migration
  36. Reference Data Reconciliation
  37. Cross-Reference Tables
  38. Reference Data Governance Model
  39. Static Data Automation (Python/OC Scripts)
  40. Workshop: Create Counterparty + Portfolio Setup
  41. Case Study: Gas Hub Configuration (NBP vs TTF)
  42. Lab: Configure Legal Entity Hierarchies
  43. Reference Data Quiz
  44. Troubleshooting Reference Data Errors
  45. Review Exercises
  46. Section Summary
SECTION 4: Market Data & Curve Management (92-137)
  1. Market Data Architecture
  2. Market Manager Module
  3. Forward Curve Configuration
  4. Historical Curve Data Storage
  5. Bootstrapping Curves
  6. Volatility Curves and Surfaces
  7. Basis & Seasonal Adjustments
  8. Curve Hierarchies and Dependencies
  9. Price Sources and Vendor Feeds (ICE, Platts, EEX)
  10. Curve Calibration and Validation
  11. Cross-Commodity Curves (FX, Basis, Spread)
  12. Data Import via Market Data APIs
  13. Historical Data Snapshots
  14. Time Series and Ticker Storage
  15. Handling Missing Market Data
  16. Curve Shifts and Scenarios
  17. Curve Simulation Integration
  18. Data Quality and Validation Rules
  19. Market Data Automation Jobs
  20. Integration with ION Analytics Feeds
  21. Real-Time Market Data Processing
  22. Risk Curve Sensitivity Analysis
  23. Latency and Performance Optimization
  24. Data Governance for Market Data
  25. Stress Testing & Scenario Generation
  26. Market Data Reconciliation
  27. Curve Interpolation Techniques
  28. Market Data Security
  29. Market Data Job Scheduling
  30. Market Data Troubleshooting
  31. Workshop: Build Power Forward Curve
  32. Workshop: Create Volatility Surface
  33. Case Study: Gas Forward Curve Calibration
  34. Market Data API Integration (REST/Kafka)
  35. Market Data Audit Trail
  36. Market Data Performance Tuning
  37. ETRM Market Data Automation Framework
  38. Case Study: ETRM Curve Setup for Brent Crude
  39. Quiz: Market Data
  40. Practical Lab
  41. Market Data Validation Scripts
  42. Advanced Calibration Examples
  43. Best Practices
  44. Market Data Governance Policy
  45. Troubleshooting Exercise
  46. Section Review
SECTION 5: Deal Capture & Lifecycle Management (138-183)
  1. Deal Entry Architecture
  2. Deal vs Transaction Concepts
  3. Deal Templates & Defaulting Rules
  4. Physical vs Financial Deal Capture
  5. Trade Validation Rules
  6. Deal Enrichment Engine
  7. Deal Entry Screens (OC UI)
  8. Scheduling & Nomination Concepts
  9. Deal Amendments & Cancellations
  10. Trade Workflow Configuration
  11. Deal Confirmation & Matching
  12. Corporate Actions Integration
  13. Fees and Charges Handling
  14. Events and Ledgers
  15. Workflow Approvals & Roles
  16. Deal Enrichment APIs
  17. Nominations Manager Overview
  18. Delivery Scheduling
  19. Transportation and Storage Scheduling
  20. Power Generation Scheduling
  21. Trade Data Archival
  22. Deal Workflow Automation (JVS Scripts)
  23. Trade Lifecycle Events
  24. Netting & Compression
  25. Exception Handling
  26. Deal Security & Audit Trail
  27. Deal Performance Optimization
  28. Batch Deal Imports
  29. OpenComponent Deal Integration
  30. Multi-leg & Structured Deals
  31. Complex Instruments (Swing, Spark, Spread)
  32. Workshop: Capture Power Trade
  33. Workshop: Capture Gas Forward Deal
  34. Case Study: LNG Physical Trade Lifecycle
  35. Quiz: Deal Capture
  36. Review Exercises
  37. Practical Lab
  38. Best Practices
  39. Troubleshooting Common Errors
  40. Deal Approval Hierarchies
  41. Trade Reporting
  42. Integration with Exchanges (ICE/EEX)
  43. Back-to-Back Deal Processing
  44. Deal Migration Scenarios
  45. Automation and Batch Jobs
  46. Section Review
SECTION 6: Pricing, Valuation & Simulation (184-229)
  1. Pricing & Valuation Overview
  2. Pricing Engines: Design & Components (Simulation Manager)
  3. Discounting & Curve Linkages
  4. P&L Calculation Flows (Realised vs Unrealised)
  5. Greeks & Sensitivity Frameworks
  6. Market Data Dependencies in Pricing
  7. Simulation Configuration (Monte Carlo, Scenarios)
  8. Intraday and End-of-Day Valuations
  9. Mark-to-Market vs Mark-to-Model Best Practices
  10. Calibration Engines & Curve Fits
  11. XVA Concepts in Commodity Context
  12. Counterparty-level Valuation Adjustments
  13. Stress Pricing & What-if Analysis
  14. Pricing for Storage, Transport & Spreads
  15. Optionality Valuation (Swing, Asian, Bermudan)
  16. Spark Spread and Basis Pricing Examples
  17. Batch Valuation Jobs & Schedulers (Job Manager)
  18. Reconciliation of Pricing Results
  19. Valuation Data Lineage & Auditing
  20. Performance Tuning for Pricing Engines (JVM/JVS)
  21. Pricing Overrides & Governance Controls
  22. Pricing in Collateralized Environments (CSA impacts)
  23. Real-time Pricing APIs (OC / REST endpoints)
  24. Pricing Log Management & Diagnostics
  25. Calibration Validation Workflows
  26. Valuation Case Study: LNG Regas Valve Option
  27. Workshop: Configure a Batch Re-valuation Job
  28. Workshop: Price a Multi-leg Structured Deal
  29. Lab: Sensitivity Sweep + Greeks Report
  30. Model Risk & Model Governance
  31. Validation Checklist for Pricing Models
  32. Repricing and Roll Forward Techniques
  33. Pricing for Metals & Renewables (special cases)
  34. Reporting Valuation to Finance/GL Systems
  35. Pricing Automation (OpenJVS / Python via OC)
  36. Troubleshooting Pricing Failures
  37. Quiz: Pricing & Valuation Concepts
  38. Review Exercises & Practical Tasks
  39. Best Practices for Model Calibration
  40. Integration of ION Analytics for Model Inputs
  41. Continuous Validation & Regression Testing
  42. Documentation Standards for Pricing Models
  43. Case Study: Spark Spread Revaluation under Stress
  44. Final Lab: Implement a Pricing Governance Pipeline
  45. Section Summary: Key Pricing Controls
  46. Section Review & Checklist
SECTION 7: Risk Management & Analytics (230-275)
  1. Risk Management Overview (ETRM Risk Manager)
  2. Market Risk: Concepts & Metrics in Commodities
  3. Value at Risk (VaR): Historical and Parametric
  4. PFE (Potential Future Exposure) & EPE Calculations
  5. Stress Testing & Scenario Design
  6. Scenario Generation & Shock Libraries
  7. P&L Attribution and Risk Drivers
  8. Risk Dashboards & Alerting (Risk Manager UI)
  9. Counterparty Credit Risk Fundamentals
  10. CVA/DVA: Concepts and Implementation Patterns
  11. Margining & Initial Margin Calculations
  12. Exposure Calculation Methodologies (Simulations)
  13. Netting & Collateral Effects in Risk Metrics
  14. Position Limits & Concentration Metrics
  15. Regulatory Risk Metrics (Basel, CCR)
  16. Risk Data Feeds & Governance
  17. Monte Carlo Simulations: Setup and Scale
  18. Scenario Reconciliations and Audit Trails
  19. Backtesting Risk Models & Validation
  20. Intraday Risk Monitoring & Alerts
  21. Stress Scenario Playbooks for Energy Markets
  22. Risk Aggregation Across Commodities & Portfolios
  23. Credit Limit Architecture & Enforcement (Credit Manager)
  24. Collateral Optimization for Counterparties
  25. Margin Call Lifecycle & Automation
  26. Greeks in Risk Context & Sensitivity Reports
  27. Exposure Reporting for Clearing & CCPs
  28. Integration with Clearing Houses & CCPs
  29. Case Study: PFE Calculation for a Gas Portfolio
  30. Workshop: Build a VaR Job and Dashboard
  31. Workshop: Run a Stress Test for Power Portfolio
  32. Lab: Credit Exposure Reconciliation
  33. Risk Automation Using OpenComponents & Kafka Events
  34. Risk Performance Tuning (Parallelisation)
  35. Model Governance: Approval and Versioning
  36. Regulatory Reporting (templates & extracts)
  37. Advanced Topics: Wrong-Way Risk, Cross-Gamma Effects
  38. Troubleshooting Risk Calculation Failures
  39. Best Practices for Risk Testing & Release Cycles
  40. Quiz: Risk Concepts & Tools
  41. Review Exercises & Case Studies
  42. Integration with BI Tools for Risk (DataMart → Power BI/Looker)
  43. Advanced Analytics: Factor Models & PCA for Commodities
  44. Machine Learning Use-cases (anomaly detection in P&L)
  45. Section Summary & Recommended Controls
  46. Section Review & Checklist
SECTION 8: Credit, Collateral & Margining (276-320)
  1. Credit Management Overview in ETRM
  2. Counterparty Exposure Profiles & Limits
  3. Credit Entities and Legal Agreements (ISDA/CSA)
  4. Limit Types: Static, Dynamic, Product-based
  5. Real-time Limit Checking & Blocking Flows
  6. Internal vs External Credit Ratings Integration
  7. Collateral Agreements & Eligible Collateral Types
  8. Variation Margin (VM) Calculation Flows
  9. Initial Margin (IM) Approaches & Models
  10. Margin Period of Risk & MPOR Considerations
  11. Margin Call Generation & Notification Workflow
  12. Collateral Substitution & Rehypothecation Handling
  13. Tri-party vs Bilateral Margining Practices
  14. Collateral Valuation and Haircuts (commodity specifics)
  15. Intraday Margining & Intraday Calls
  16. Collateral Settlement & Custodian Integration
  17. Dispute Handling & Collateral Reconciliation
  18. Margin Optimization Algorithms & Strategies
  19. Collateral Analytics & Reporting
  20. Integration with Treasury Systems & Custodians
  21. Collateral Job Scheduling & Automation (Job Manager)
  22. Collateral Case Study: LNG Trailer Margining
  23. Workshop: Configure a Margin Call Flow
  24. Lab: Build Collateral Reconciliation Report
  25. Credit Exposure Reports for Regulators
  26. Credit Limit Breach Remediation Patterns
  27. Collateral Performance & Stress Testing
  28. Margin Funding & Liquidity Impacts
  29. Automation Using OpenComponents & API Calls
  30. Best Practices for Margin Governance
  31. Troubleshooting Collateral Discrepancies
  32. Quiz: Credit & Collateral Concepts
  33. Review Exercises & Practical Labs
  34. Integration with Clearing Parties & CCP APIs
  35. Documentation & Audit Trails for Margining
  36. Case Study: Cross-commodity Collateral Optimization
  37. Advanced Topic: Segregation vs Pooled Collateral
  38. Collateral Workflow Hardening & Ops Runbooks
  39. Continuous Improvement: Margin Process KPIs
  40. Section Summary & Controls Checklist
  41. Section Review & Prep Exercises
  42. Additional Exercises (practice problems)
  43. Mini Project: Design a Collateral Optimization Routine
  44. Final Quiz for Section
  45. Section Review & Key Takeaways
SECTION 9: Post-Trade Operations, Settlements & Accounting (321-365)
  1. Post-Trade Overview in ETRM
  2. Settlement Types: Physical, Financial, Cash-settled
  3. Payment Instruction Lifecycle
  4. Matching & Confirmation Processes
  5. Nostro/Vostro Reconciliations & Cash Management
  6. Settlement Manager & Integration with Custodians
  7. Invoicing and Billing Workflows
  8. DVP/RVP and Settlement Guarantees
  9. Trade Affirmation & Clearing Workflows
  10. Payment Netting & Offset Calculations
  11. Settlement Failures & Exception Handling
  12. Corporate Actions for Commodities (e.g., RINs, GOs)
  13. Accounting Ledgers: Generation & Posting (GL feeds)
  14. Accounting Rules & Mapping (P&L, Accruals)
  15. FX Settlement and Cross Currency Nets
  16. Trade Event to Cash Flow Reconciliation
  17. STP (Straight Through Processing) Design Patterns
  18. Reconciliation Engine & Rules (ETRM reconcile features)
  19. Settlement SLA Monitoring & KPIs
  20. Third-party Integrations (Banks, Utilities, Exchanges)
  21. Batch Settlement Jobs & Scheduling
  22. Settlement Auditing & Controls
  23. Exception Workflows & Case Management
  24. Settlement Performance Optimisation
  25. Workshop: Configure Payment File for Bank Integration
  26. Lab: Reconcile Trading Account vs Bank Statement
  27. Case Study: Cross-border LNG Settlement (inc. FX)
  28. Tax & Regulatory Reporting for Settlements
  29. Integration with ERP/Finance Systems (SAP/Oracle)
  30. Invoice Dispute Management & Resolution
  31. End-of-Day Settlement Routines
  32. ETRM APIs for Post-Trade Exports (OC/REST)
  33. Trade Lifecycle Reporting for Operations
  34. Automation & RPA in Post-Trade Activities
  35. Settlement Troubleshooting Playbooks
  36. Quiz: Settlement & Post-Trade Concepts
  37. Review Exercises & Practical Lab
  38. Reporting: Settlement Dashboard & Metrics
  39. Best Practices for Clean Reconciliations
  40. Case Study: Accounting for Complex Spread Trades
  41. Continuous Improvement: Reduce Fail Rates
  42. Section Summary & Controls Checklist
  43. Section Review & Mini Project
  44. Practical Capstone: End-to-end Trade to Cash Flow
  45. Section Review & Final Quiz
SECTION 10: Logistics, Nominations & Physical Operations (366-410)
  1. Logistics & Nomination Fundamentals
  2. Transportation Contracts & Nominations (Pipelines, Vessels)
  3. Scheduling for Power Plants & Ramp Profiles
  4. Nomination Manager in ETRM
  5. Storage Asset Management & Inventory Accounting
  6. Tank Management & Tank-To-Tank Transfers (Oil)
  7. Pipeline Capacity Booking & Constraints
  8. Vessel Chartering & Demurrage Calculations (LNG/Oil)
  9. Scheduling Interfaces with TSOs/ISOs (power)
  10. Gas Day Concepts & Nomination Windows
  11. Balancing & Imbalance Settlement Mechanisms
  12. Transportation Tariffs & Loss Factors
  13. Physical Delivery Reconciliation & Proof of Delivery
  14. Storage Valuation & Inventory Hedging
  15. Fuel & Emissions Logistics (CCAs, GOs, RINs)
  16. Business Rules for Physical Constraints (min gen, ramp)
  17. SCADA/Telemetry Integration for Plant Data
  18. Notifications, Alerts & SLA for Nomination Failures
  19. Handling Force Majeure & Operational Interruptions
  20. Workshop: Configure a Nomination Job for a Pipeline
  21. Lab: Reconcile Physical Inventory vs System Records
  22. Case Study: LNG Cargo Scheduling & Receipts
  23. Integration Patterns with Transportation Management Systems
  24. Physical Settlement & Transfer of Title Mechanics
  25. Capacity Release & Secondary Market Flows
  26. Logistics Exception Handling & Escalation Playbooks
  27. Practical Automation: Nomination Validations & Auto-fixes
  28. Logistics Reporting & KPIs (throughput, utilization)
  29. Workshop: Configure Storage Asset in ETRM
  30. Troubleshooting Nomination Failures
  31. Best Practices for Physical Ops Integration
  32. Cross-Commodity Logistics Challenges (co-shipment)
  33. Environmental Reporting for Physical Operations
  34. Data Quality Controls for Operations Data
  35. Section Summary: Ensuring Operational STP
  36. Section Review & Exercises
  37. Mini Project: Build a Physical Scheduling Flow
  38. Final Lab: End-to-end Physical Trade to Delivery
  39. Documentation for Ops Runbooks
  40. Continuous Monitoring & Alerting Setup
  41. Compliance & Audit Trail for Physical Flows
  42. Interfacing with Market Operators (ISO specifics)
  43. Real-time Data Feeds & Telemetry Best Practices
  44. Troubleshooting & Recovery for Physical Processes
  45. Section Review & Key Takeaways
SECTION 11: Integrations, APIs & Data Architecture (411-455)
  1. Integration Patterns Overview
  2. OpenComponents (OC) Architecture & Use Cases
  3. ABR (Application Business Rules) Integrations
  4. Messaging: JMS vs Kafka in Deployments
  5. REST APIs and OpenAPI Specs in ETRM
  6. File-based Integrations (FTPs, SFTP, Flat Files)
  7. FpML & Trade Serialization Patterns
  8. OpenJVS: Scripting and Batch Jobs
  9. Real-time Streaming with Kafka (market updates, trade events)
  10. ETL Patterns for Trade & Risk Data (DataMart)
  11. Data Warehouse Design for ETRM (OLAP considerations)
  12. Data Contracts & Schema Governance
  13. API Security: OAuth, TLS, and Token Management
  14. Idempotency & Retry Strategies for Integrations
  15. Contract Testing & Mock Services
  16. Integration Testing & CI/CD Pipelines (DevOps)
  17. Performance & Load Testing for APIs
  18. Change Data Capture & CDC Patterns for ETRM Data
  19. Data Lineage & Provenance for Regulatory Needs
  20. Integration with Exchanges (ICE/EEX) & Market Gateways
  21. Accounting System Integrations (GL posting patterns)
  22. Reporting Exports for BI Tools (Power BI, Tableau, Looker)
  23. DataMart Design: Trade, Market, Risk Schemas
  24. Event Replay & Recovery Mechanisms (Kafka topics)
  25. Monitoring Integrations & SLA Metrics
  26. Workshop: Build an OC REST Integration for Trade Import
  27. Lab: Build an ETL Job to Populate DataMart
  28. Troubleshooting Integration Failures (traceability)
  29. Security Best Practices for Integration Endpoints
  30. Governance: API Catalog and Versioning
  31. Data Masking & PII Controls in Exports
  32. Automation: Orchestration with Job Scheduler / Airflow
  33. Data Testing: Unit, Integration, & Regression Tests
  34. Integration Patterns for Cloud Deployments (hybrid)
  35. Backup, Restore & Data Retention Policies for Integrations
  36. Third-party Connectors and Marketplace Solutions
  37. Observability: Logs, Traces, Metrics for Integrations
  38. Workshop: Kafka Consumer to Process Market Data in ETRM
  39. Case Study: Real-time Price Feed via Kafka to ETRM Market Manager
  40. Troubleshooting: Network, Latency & Serialization Issues
  41. Best Practices for Scalable Data Architecture
  42. Section Summary: Integration Governance Checklist
  43. Section Review & Practical Exercises
  44. Integration Security & Audit Controls
  45. Section Review & Key Deliverables
SECTION 12: Administration, Operations, Advanced Topics (456-500)
  1. Administration Overview: Roles & Responsibilities
  2. Environment Topology: Dev, QA, Stage, Prod Patterns
  3. Installation & Deployment Steps for (high level)
  4. Backup & Restore Strategies (DB, Config, Files)
  5. High Availability & Failover Patterns
  6. Performance Tuning: JVM, DB, JVS, OC Components
  7. Capacity Planning & Scaling
  8. Patching, Upgrades & Version Management (upgrade paths)
  9. User Management & RBAC (Role Based Access Control)
  10. Job Scheduling & Orchestration Best Practices
  11. Monitoring, Alerts & Runbooks (Prometheus/ELK patterns)
  12. Logging Strategies & Log Retention Policies
  13. Incident Management & Postmortem Practices
  14. Disaster Recovery Planning & DR Exercises
  15. Security Hardening & SecOps
  16. GDPR & Data Privacy Controls for Commodities Data
  17. Penetration Testing & Vulnerability Management
  18. Automation: CI/CD for ETRM Custom Code & Scripts
  19. Plugin Development & Extensions
  20. Custom Report Engines & BI Integration Patterns
  21. Data Warehousing & Historical Data Strategies (cold/hot)
  22. Machine Learning & Analytics Use Cases (forecasting, anomaly detection)
  23. Advanced Monitoring & Application Performance Management (APM)
  24. Multi-region & Multi-tenant Deployments (cloud/region concerns)
  25. Governance & Compliance Deep Dive (auditability)
  26. Project: End-to-End Implementation Plan (scoping to go-live)
  27. Migration Patterns: Legacy CTRM/ETRM
  28. Change Management & Training Programs for Users
  29. Commercialization: Licensing, Entitlements & Cost Controls
  30. Consulting Best Practices for ETRM Implementations
  31. Running Internal Trainings & Programs
  32. Teaching & Mentoring Patterns for ETRM Teams
  33. Continuous Learning Paths & Knowledge Transfer Plans
  34. Case Studies & Lessons Learned from ETRM Deployments
  35. Capstone Project: Design & Implement a Trade-to-Risk Pipeline
  36. Capstone Project: Migration Case Study (legacy to Modern ETRM)
  37. Capstone Project: Custom Integration (Kafka + OC + DataMart)
  38. Capstone Project: Collateral Optimization Implementation
  39. Final Exam Practice: Mock Questions & Scenarios
  40. Interview Prep: Common ETRM Technical & Functional Questions
  41. Resume & CV Tips for ETRM Roles
  42. Running a Training Program at Scale (enterprise rollout)
  43. Preparation & Recommended Study Plan
  44. Graduation Checklist & Next Steps for Practitioners
  45. Program Wrap-up, Continuous Support & Community Access
Part of the bundle

The ETRM Pro Bundle

ETRM Pro 500 is the flagship of the ETRM Pro Bundle - seven core programs plus an optional European Gas & LNG analyst specialization. Explore the full bundle and the other programs.

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FAQ

ETRM Pro 500 - answered

What is the ETRM Pro 500 program?

It is the flagship ETRM extended training - 500 cumulative chapters across 12 sections, covering energy and commodity trading and risk management platforms end to end, from market fundamentals to administration and advanced topics.

How does the course teach ETRM?

Each chapter pairs a video explainer with an in-depth audio podcast and reading notes, and works through the platform functionally - the trade lifecycle, reference and market data, valuation, risk, credit, settlements, logistics, and integrations - using worked examples and case studies rather than abstract theory. It is self-paced with lifetime access, so you can move at your own pace and revisit sections as your work demands.

Is this an Endur training?

It is a vendor-neutral energy trading & risk management (ETRM/CTRM) training. It teaches the concepts, data model, and workflows that are common across modern ETRM platforms, so the skills transfer between systems rather than being tied to one vendor. It is educational content only and does not include proprietary vendor UI screenshots, licensed software, or live system demonstrations.

How does this training help me get a job in ETRM / Endur roles?

It builds the deep functional vocabulary and platform understanding that ETRM and Endur-type roles interview for - the full trade-to-report lifecycle, reference and market data, risk and P&L, credit and collateral, settlements, and integrations - so you can speak credibly about how the system supports each function and where the hard problems are. It does not guarantee interviews, employment, promotion, or specific outcomes; it gives you the knowledge foundation to compete for those roles.

How many chapters and sections does it have?

500 cumulative chapters organized into 12 sections: market fundamentals, platform overview, reference data, market data and curves, deal capture and lifecycle, pricing and valuation, risk and analytics, credit and collateral, post-trade and settlements, logistics and physical operations, integrations and APIs, and administration.

Who is it for?

Traders, implementers, risk teams, and operations professionals who want the deepest, most complete ETRM curriculum - across power, gas, oil, LNG, and renewables.

Is this part of a bundle?

Yes. The ETRM Pro 500 is the flagship component of the ETRM Pro Bundle, which also includes Energy Commodities Fundamentals, ETRM Foundation, ETRM Business Analyst Readiness, ETRM Gas Functional, ETRM Power Functional, and the Physical Oil Trading Masterclass.

Does it cover specific commodities?

Yes. Power, gas, oil, LNG, and renewables are all covered, with fundamentals, pricing, trading, risk, and real-world case studies.

Is there a downloadable brochure?

Yes. A PDF brochure summarizing the full curriculum is available from the download button at the top of this page.

Is it self-paced?

Yes, with lifetime access as a reference. Mentor-led cohorts and private enterprise delivery are also available.

Does it include vendor software or screenshots?

No. This is educational content only. It does not include proprietary vendor UI screenshots, licensed software, or live system demonstrations.

How does it relate to ETRM Foundation?

ETRM Foundation builds the grounding; ETRM Pro 500 is the deep, complete extension. Many learners take Foundation first, then Pro 500 for mastery.

How do I enrol or request details?

Use the contact form to request program details or a corporate cohort, and a senior practitioner will respond.

Master the full ETRM platform

Enrol as an individual with lifetime access, or bring the program to your team as a tailored corporate cohort.

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