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


Dates and Pricing


Jan 23 to Jan 26, 2018$2,775/person Feb 20 to Feb 23, 2018$2,775/person Mar 20 to Mar 23, 2018$2,775/person

Outline

The Basics
Overview of Financial Markets
Investing in Equities: Essential Concepts
Investing in Fixed Income: Essential Concepts
Investing in Derivatives: Essential Concepts
Investigating Macro-Economic and Micro-Economic Factors
Understanding the Importance of Interest Rates and the Yield Curve
The Importance of Portfolio Management
The Importance of Behavioral Science
Fixed Income and the Yield Curve
Understanding the Basics of Interest Rates
The Maturity Structure of Interest Rates
Exploring Interest Rates and Bond Yields
Calculating Bond Prices and Yields
The Nature and Effect of Embedded Options
Understanding Bond Ratings
Understanding the Effects of Volatility
Essential Considerations in Fixed Income Investing
Investing in Equities
Understanding Equity Markets
Understanding Pricing and Bid-Ask Spreads
A Word about Mutual Funds and ETFs
A Word about Technical Analysis and Charting
What about Beta?
About Collecting Dividends and the Dividend Yield
Basic Valuation: Trailing and Leading Price to Earnings
Other Ratios: Price to Sales, Earnings Yield and More
Essential Considerations in Equity Investing
Business Valuation Part I: Financial Statements
Overview of Financial Statements: IFRS versus US GAAP
About Cash versus Non-Cash Items
Understanding Assets and Liabilities
Current versus Not
The Balance Sheet Revealed
The Income Statement Revealed
Understanding the Various Cash Flows: CFO, CFF, and CFI
The Cash Flow Statement Revealed
Exploring the Management Discussion and Analysis
Exploring Key Ratios: Liquidity, Solvency and Activity
Business Valuation Part II: Business Valuation
Overview of Business Valuation Methods
Which Cost of Capital should I use?
Using Ratios for Comparison
Using Dividends as a Basis for Valuation: Basis and Techniques
Using Cash Flow as a Basis for Valuation: Basis and Techniques
Using EVA as a Basis for Valuation: Basis and Techniques
Using Enterprise Value as a Basis for Valuation: Basis and Techniques
Using ROE as a Basis for Valuation: Basis and Techniques
Using ROIC as a Basis for Valuation: Basis and Techniques
A Note on Other Valuation Methods
Common Accounting Shenanigans to Look out For.
Introduction to Derivatives
What is a Derivative?
The Need for Hedging
What is a Forward and what is a Future
About using Forward Contracts
About using Currency Swaps
About buying and selling Puts and Calls
When to use Derivatives in a Portfolio
Portfolio Management
Putting a Portfolio Together
How a Portfolio Mitigates Risk
About Managing against a Benchmark
The Concepts of Information Ratio, Residual Return and Residual Risk
Determining the Portfolio that’s right for you
Creating my Frist Formal Portfolio