Capital Markets: Products, Risks and Strategies

New York Institute of Finance

ITEM CRPF0102052

03 Apr 2024 - 05 Apr 2024

09:00 AM - 04:30 PM

$2,689.00

05 Jun 2024 - 07 Jun 2024

09:00 AM - 04:30 PM

$2,689.00

28 Aug 2024 - 30 Aug 2024

09:00 AM - 04:30 PM

$2,689.00

04 Dec 2024 - 06 Dec 2024

09:00 AM - 04:30 PM

$2,689.00

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In person

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language

English

school

Introductory

03 Apr 2024 - 05 Apr 2024

09:00 AM - 04:30 PM

$2,689.00

05 Jun 2024 - 07 Jun 2024

09:00 AM - 04:30 PM

$2,689.00

28 Aug 2024 - 30 Aug 2024

09:00 AM - 04:30 PM

$2,689.00

04 Dec 2024 - 06 Dec 2024

09:00 AM - 04:30 PM

$2,689.00

videocam

In person

update

3

language

English

school

Introductory


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17

Capital Markets: Products, Risks and Strategies

This course surveys the major financial instruments traded in capital markets around the world. Understand how stocks are valued. Learn how stocks and bonds are brought to market. Understand the basic mechanics and risks characteristics of derivatives.

CPE Credits: 21

This course is the second component of the Capital Markets Professional Certificate.

Prerequisite knowledge:

  • Basic MS Excel skills
  • Basic knowledge of capital market structure and participants

 

Recommended Courses:

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Module 1: Equity Indexes

  • Market Segmentation
  • Index Construction and Weighting
  • Bias, Tracking Error and Rebalancing
  • Trading and Hedging Strategies using Index Products

Module 2: Equity Valuation

  • Uses and Limitations of Valuation
  • Valuation Models
  • Model Inputs
  • Ratio Analysis
  • Intrinsic Valuation
  • Relative Valuation
  • Equity Risk Premium
  • Dividend Discount Models
  • Method of Comparables
  • Enterprise Value and Economic Value Added (EVA)
  • Oracle Valuation Case

Module 3: Equity Investment Vehicles

  • Mutual Funds
  • Hedge Funds
  • Private Equity
  • Venture Capital

Module 4: Introduction to Derivatives

  • Characteristics of Derivatives
  • Hedging and Speculative Uses
  • ISDA Framework and Regulation

Module 5: Futures and Forwards

  • Futures and Forwards Markets
  • Exchanges, Clearinghouses and OTC
  • Hedging and speculating with Futures
  • Trade Execution
  • Settlement and Margining
  • Bond Futures
  • Index Futures

Module 6: Swaps

  • History and Evolution of Swaps
  • Characteristics & Features of Swaps
  • Fundamentals of Pricing Interest Rate Swaps
  • Application of Interest Rate Swaps to Hedging Situations
  • FX Swaps

Module 7: Options

  • History and Evolution of Options Market.
  • Options Terminology
  • Evaluate Risk/Reward - Payoff Profiles & Break-Evens
  • Identify Basic Characteristics of options, caps & floors and swaptions
  • Identify Factors of Options Pricing

Module 8: Credit Derivatives

  • Define and Identify Credit Derivatives
  • Total Return Swaps and Credit Default Swaps
  • Identify Mechanics of Basket and Portfolio Credit Default Swaps

Module 9: Equity and Bond IPO Participants

  • Company Management
  • Board of Directors
  • Counsel
  • Independent Accountants
  • Pre-IPO shareholders
  • Managing Underwriters
  • Underwriter’s Counsel
  • Research Analysts
  • SEC
  • Corporate Bond Issuance

Module 10: Timing and Major Steps in IPO Process

  • Pre-Organizational Meeting
  • Organizational Meeting
  • Post-Organizational Meeting
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