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Great interaction with the instructor. The instructor was able to address my specific questions very well.
Comment from DND

1. Title

  • Financial Markets for Mere Mortals: Equity, Fixed Income and Derivatives (FINME, 4 days)
    View PDF

2. Course Pre-requisites

  • Previous exposure to financial concepts and terminology

3. Target Audience

  • Business professional who want to learn how to use the financial instruments of the financial markets.

4. Dates and Pricing


2 People for Guaranteed Live or Virtual Delivery $2,775.00 per person

5. Outline

Module 1: The Basics

Topic 1: Overview of Financial Markets

Topic 2: Investing in Equities: Essential Concepts

Topic 3: Investing in Fixed Income: Essential Concepts

Topic 4: Investing in Derivatives: Essential Concepts

Topic 5: Investigating Macro-Economic and Micro-Economic Factors

Topic 6: Understanding the Importance of Interest Rates and the Yield Curve

Topic 7: The Importance of Portfolio Management

Topic 8: The Importance of Behavioral Science

Module 2: Fixed Income and the Yield Curve

Topic 1: Understanding the Basics of Interest Rates

Topic 2: The Maturity Structure of Interest Rates

Topic 3: Exploring Interest Rates and Bond Yields

Topic 4: Calculating Bond Prices and Yields

Topic 5: The Nature and Effect of Embedded Options

Topic 6: Understanding Bond Ratings

Topic 7: Understanding the Effects of Volatility

Topic 8: Essential Considerations in Fixed Income Investing

Module 3: Investing in Equities

Topic 1: Understanding Equity Markets

Topic 2: Understanding Pricing and Bid-Ask Spreads

Topic 3: A Word about Mutual Funds and ETFs

Topic 4: A Word about Technical Analysis and Charting

Topic 5: What about Beta?

Topic 6: About Collecting Dividends and the Dividend Yield

Topic 7: Basic Valuation: Trailing and Leading Price to Earnings

Topic 8: Other Ratios: Price to Sales, Earnings Yield and More

Topic 9: Essential Considerations in Equity Investing

Module 4: Business Valuation Part I: Financial Statements

Topic 1: Overview of Financial Statements: IFRS versus US GAAP

Topic 2: About Cash versus Non-Cash Items

Topic 3: Understanding Assets and Liabilities

Topic 4: Current versus Not

Topic 5: The Balance Sheet Revealed

Topic 6: The Income Statement Revealed

Topic 7: Understanding the Various Cash Flows: CFO, CFF, and CFI

Topic 8: The Cash Flow Statement Revealed

Topic 9: Exploring the Management Discussion and Analysis

Topic 10: Exploring Key Ratios: Liquidity, Solvency and Activity

Module 5: Business Valuation Part II: Business Valuation

Topic 1: Overview of Business Valuation Methods

Topic 2: Which Cost of Capital should I use?

Topic 3: Using Ratios for Comparison

Topic 4: Using Dividends as a Basis for Valuation: Basis and Techniques

Topic 5: Using Cash Flow as a Basis for Valuation: Basis and Techniques

Topic 6: Using EVA as a Basis for Valuation: Basis and Techniques

Topic 7: Using Enterprise Value as a Basis for Valuation: Basis and Techniques

Topic 8: Using ROE as a Basis for Valuation: Basis and Techniques

Topic 9: Using ROIC as a Basis for Valuation: Basis and Techniques

Topic 10: A Note on Other Valuation Methods

Topic 11: Common Accounting Shenanigans to Look out For.

Module 6: Introduction to Derivatives

Topic 1: What is a Derivative?

Topic 2: The Need for Hedging

Topic 3: What is a Forward and what is a Future

Topic 4: About using Forward Contracts

Topic 5: About using Currency Swaps

Topic 6: About buying and selling Puts and Calls

Topic 7: When to use Derivatives in a Portfolio

Module 7: Portfolio Management

Topic 1: Putting a Portfolio Together

Topic 2: How a Portfolio Mitigates Risk

Topic 3: About Managing against a Benchmark

Topic 4: The Concepts of Information Ratio, Residual Return and Residual Risk

Topic 5: Determining the Portfolio that’s right for you

Module 8: Creating my Frist Formal Portfolio

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