Corporate Finance Management for Investors Module

• Critical review of time value of money (TVM), financial statements quick overview, financial performance analysis (ratio analysis), and asset pricing (security valuation)

• Critical review of financial statements analysis and corporate financial decisions including, capital budgeting, choice of capital structure, and working capital management

• Critical review of corporate investment management actions: 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.

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

• Critical review of the financial risk management models; diversification, credit risk management, bankruptcy, hedging risk, and insurance

Investment Management Best Practices Module

• A quick overview of the fundamentals of financial instruments' risk and reward performance, including government T-bills, notes, bonds, TIPs, municipal bonds, money markets, preferred and common stocks, corporate bonds, warrants, options, futures and other derivative securities

• The reward to risk of 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
  • Bonds vs. stocks vs. gold, vs. REITs, vs. Bitcoin role in a portfolio
  • Portfolio analysis and diversification best practices
  • Using futures and options in a portfolio

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

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.