NEW!

NEW!

COURSES WE

PROVIDE

 

INTRODUCTION TO THE FINANCIAL MARKET

A basic introduction to the financial market. From understanding what is investment and the different instruments used. Introductory topics will cover:

  • The Nature of Money

  • What is investment

  • Introduction to investment funds

  • Types of investment instruments

  • Investing vs Trading

  • Fundamental Analysis vs Technical Analysis

  • Key elements of a successful hedge fund

  • What is Risk Management

 

HEDGE FUNDS

Developing, offering, marketing, and investing in hedge funds is one of the fastest growing and least understood sectors of the asset management industry. This series presents a comprehensive and accurate picture of the hedge fund industry, various hedge fund strategies, hedge fund operations, and considerations for hedge fund investors.

This curriculum is made up of the following modules:

  • Introduction to the Hedge Fund Industry

  • How a Hedge Fund works

  • Hedge Fund Strategies

 

MUTUAL FUNDS

An introduction to the global mutual fund industry, this series explores the types of mutual funds, the fund selection process, and the structure of mutual fund companies. As the popularity of mutual funds explodes, this series also examines the trends that are shaping the industry, including indexation, exchange-traded funds, and the booming retirement market.

This curriculum is made up of the following modules:

  • Understanding Mutual Funds

  • Introduction to Various Mutual Fund Products

  • Selecting the Right Mutual Fund

  • Operation of a Mutual Fund Company

  • Trends in the Mutual Fund Industry

 

BONDS

In this training, participants will learn how different types of bonds are issued, traded and evaluated. For each of the categories we will be studying the valuation method, the different type of risks and the particularities of each market.

This curriculum is made up of the following modules:

  • Introduction

  • Bond Pricing and Measures of Return

  • Bond risk characteristics

  • Trading Applications of duration

  • Convexity

 

EQUITIES, COMMODITY AND ENERGY MARKETS

A detailed introduction to equity securities, this course covers the types, characteristics, and risks of common stock, preferred stock, and other equity-related instruments such as rights, warrants, and convertible bonds. Each type of security is presented from the perspective of both investors and issuers. The course also covers indexes, commodity and the energy markets.

This curriculum is made up of the following modules:

  • Common Stock

  • Preferred Stocks

  • Equity-Linked Issues

  • Indexes

  • Commodity Markets

  • Energy Markets

  • Commodity Derivatives

 

SECURITIES

Overview of the products, vocabulary, primary and secondary markets for securities, including investment banking, stock exchange, OTC transactions, margin, settling and clearing.

This curriculum is made up of the following modules:

  • Introduction to the Securities Industry

  • Introduction to Equity Securities

  • Introduction to Debt Securities

  • Trading Securities in the Secondary Markets

  • Processing Securities Transactions

 

DERIVATIVES

Forwards, futures, options, swaps – this course explains the fundamentals of different derivative instruments. Tools used in hedging and speculating strategies are reviewed, as well as ways in which these tools are used by both individual and institutional investors around the world. The course covers futures pricing, the Greeks and the various options positions, and explains the basic structure of plain vanilla swaps and how corporations use swaps to manage their risk. It ends with a discussion of how futures and options are traded and the use of margin.

This curriculum is made up of the following modules:

  • Basics of Forwards and Futures

  • Introduction to Options

  • Trading Derivatives

  • Introduction to Swaps

 

RISK MANAGEMENT

This course is an introductory survey of risk management concepts and techniques. The role of risk regulation in financial markets is reviewed.

 

This curriculum is made up of the following modules:

  • Introduction

  • Taxonomy of Risks

  • Money and Capital Markets: Participants and Regulators

  • Concepts in Risk Management

 

WEALTH MANAGEMENT

This series covers diversification, tax issues, duration, risk tolerance, market timing, estate planning and dollar cost averaging - investment vehicles and concepts that lie at the heart of developing an investor profile and implementing successful wealth management strategies. It concludes with a case study integrating several issues common to wealth management that shows the banker/investment advisor how to apply these techniques to real-world situations.

 

This curriculum is made up of the following modules:

  • Investor Profiling

  • Portfolio Management and Duration

  • Introduction to Portfolio Risk

  • Asset Allocation and Taxation

 

TECHNICAL ANALYSIS

Learn how to apply technical analysis as a stand-alone trading methodology or as a supplement to fundamental analysis using tools that have been quantitatively tested - global scope with applications to equities, fixed income, commodities and foreign exchange markets.

This curriculum is made up of the following modules:

  • Introduction: Background and Basics

  • Constructing and Interpreting Charts

  • What to Look for on the Charts

  • Phases of Price Activity and Pattern Recognition