Live Instructor-Led Training
The course Equity, Fixed Income & Derivatives (Finance Training) explores the traditional trading vehicles of the open market. The training includes a complete exploration of traditional & non-traditional equity securities and discusses evaluation methods for each. The course also covers fixed income securities including treasury securities & corporate bonds. An overview of derivative securities is also included in this concentrated financial management course.
Jan 21 - 24, 2025$3,750.00Feb 18 - 21, 2025$3,750.00Mar 18 - 21, 2025$3,750.00Apr 22 - 25, 2025$3,750.00May 20 - 23, 2025$3,750.00Jun 17 - 20, 2025$3,750.00Jul 22 - 25, 2025$3,750.00
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
Finance Training: Accounting & Finance for the Public Sector
The course Accounting & Finance for the Public Sector (Finance Training) is a solid introduction to corporate accounting. The training includes a introduction to the balance sheet and its various components. This is followed by an exploration of credits & debits within the Canadian operating environment together with a discussion of practical methods & tools for the production of financial documents.
Training course titled Finance Training: Accounting & Finance for the Public Sector that will allow you to hone your professional skills.
Jan 7 - 10, 2025$3,750.00Feb 4 - 7, 2025$3,750.00Mar 4 - 7, 2025$3,750.00Apr 8 - 11, 2025$3,750.00May 6 - 9, 2025$3,750.00Jun 3 - 6, 2025$3,750.00Jul 8 - 11, 2025$3,750.00
Finance Training: Financial Statements, Budgets & Derivatives
The course Financial Statements, Budgets & Derivatives (Finance Training) is a detailed exploration of the big 3 financial statements: The income statement, the balance sheet and the cash flow statement. The course teaches you to read, understand & interpret the financial statements in order to make good financial decisions. The training also includes budget analysis techniques & strategies based on derivatives to hedge risks & manage currencies.
Training course titled Finance Training: Financial Statements, Budgets & Derivatives that will allow you to hone your professional skills.
Jan 14 - 17, 2025$3,750.00Feb 11 - 14, 2025$3,750.00Mar 11 - 14, 2025$3,750.00Apr 15 - 18, 2025$3,750.00May 13 - 16, 2025$3,750.00Jun 10 - 13, 2025$3,750.00Jul 15 - 18, 2025$3,750.00
Finance Training: Simplifying Capital & Budgets
The course Simplifying Capital & Budgets (Finance Training) breaks down the concepts of capital & budgets. The training includes various methods for calculating the cost of capital & for measuring depreciation. The course also includes a detailed exploration of budgets together with methods for creating budgets & for assessing them.
Training course titled Finance Training: Simplifying Capital & Budgets that will allow you to hone your professional skills.
Jan 27 - 28, 2025$1,500.00Feb 24 - 25, 2025$1,500.00Mar 24 - 25, 2025$1,500.00Apr 28 - 29, 2025$1,500.00May 26 - 27, 2025$1,500.00Jun 23 - 24, 2025$1,500.00Jul 28 - 29, 2025$1,500.00
Excel Training: Analysis & Reporting for Finance
The course Analysis & Reporting for Finance (Excel Training) teaches you how to use MS Excel to present, analyze and format financial data. The training includes data layout, basic math & financial functions and advanced financial analysis with MS Excel. You learn about present value and future value, WACC, IRR, cash flow calculations & interest considerations. Become a financial wizard with MS Excel.
Training course titled Excel Training: Analysis & Reporting for Finance that will allow you to hone your professional skills.
Jan 7 - 10, 2025$3,750.00Feb 4 - 7, 2025$3,750.00Mar 4 - 7, 2025$3,750.00Apr 8 - 11, 2025$3,750.00May 6 - 9, 2025$3,750.00Jun 3 - 6, 2025$3,750.00Jul 8 - 11, 2025$3,750.00
Project Management Training: Skills for Financial Analysts
The course Skills for Financial Analysts (Project Management Training) discusses money management in the context of PMBOK based project management. The training includes essential financial project management concepts such as Budget & Schedule management, Weighted Average Cost of Capital, Earned Value Management & more. This training course teaches you everything that you need to know to become a financial project management wizard.
Training course titled Project Management Training: Skills for Financial Analysts that will allow you to hone your professional skills.
Jan 14 - 17, 2025$3,750.00Feb 11 - 14, 2025$3,750.00Mar 11 - 14, 2025$3,750.00Apr 15 - 18, 2025$3,750.00May 13 - 16, 2025$3,750.00Jun 10 - 13, 2025$3,750.00Jul 15 - 18, 2025$3,750.00