Corporate Finance Management Module

• Basic concepts in corporate finance: Time value of money, financial statements quick overview, financial performance analysis (ratio analysis), and assets pricing (security valuation)

• Financial statements analysis

• Corporate financial decisions: Capital budgeting, choice of capital structure, and working capital management

• Corporate investment management: Types of investment securities; security market operations; investment policies; security analysis and valuation principles; risk, return, and investment analysis

• Corporate capital structure and raising capital: The investment banking process and stock exchange listing

• Financial markets for shares, fixed income securities, options and futures

• Security Analysis: Organization of securities markets, risk and return analysis, modern portfolio theory, efficient market theory, fixed income securities, equity securities, and derivative securities

• Financial Risk Management: Management of financial risk; diversification, credit risk management, bankruptcy, hedging risk, and insurance

Investment Management Module

• An overview of the fundamentals of financial instruments; risk and reward performance, government T-bills, bonds, TIPs, municipal bonds, money markets, preferred and common stocks, corporate bonds, warrants, options, futures and other derivative securities

• An overview of financial markets; money markets, investment banking, primary and secondary markets, and security exchanges, US markets, and international markets

• An overview of investment management principles; financial statements, financial performance analysis (ratio analysis), and assets pricing (security valuation), types of investment securities; security market operations; investment policies; security analysis, risk, return, nominal and real returns, and transaction costs 

• Investing in exchange-traded funds (ETFs) vs. mutual funds vs. bonds vs. stocks vs. commodities
   
• Designing, planning, and rebalancing an investment portfolio
  • Investment goals, objectives, strategy and policy statements of an investment portfolio
  • Comparing short-term, intermediate-term, and long-term investment strategies
  • Choice of risk / reward level; aggressive vs. balanced vs. conservative investment goals and styles
  • Conflicting goals leading to suboptimal performance
  • Asset allocation mix
  • Portfolio analysis and diversification best practices
  • Using futures and options in a portfolio
  • Gold's role in a portfolio
  • Real estate's role in a portfolio
  • Bitcoin role in a portfolio
  • Compare active investing with passive index investing
  • Learn when to buy, when to hold, and when to sell an asset

Strategic Investment Management Module

• Chief Investment Officer's (CIO) top challenges

• Conduct 360 degree review of the investment management function to identify potential blind spots, improvement areas, and best practices in each area

• Offer experiential analysis to understand the CIOs and Investment Managers' decision-making models

• Focus on best practices, tools and models to implement an effective investment management system

• Explore the top performing investment management models. How do these models work? How to optimize your investment management model for best risk-return ratio? 

• Learn to identify best performing value, growth, quant and opportunity investment strategies on Wall Street

• Understand the uses and limitations of traditional valuations and predictive models

• Benchmark Wall Street's best performing strategies and best performing indices

Optional Modules:

• Analyze behavioral investing: Investing psychology, critical thinking, emotional biases, and investor's mistakes

• Extract key data from noise - The wrong and right uses of economic indicators

• Note: The course reviews the applications and limitations of various investment analysis tools, such as financial, behavioral, economic and technical analysis frameworks. However the course is not designed to make the you an economist, statistician, investment psychologist, or market technician. The course also does not cover government regulations or laws related to investment professions. If you require an in-depth customization of a specific topic, please indicate that in the course registration form.