Finance Foundations

Virtual

Finance Foundations

Finance/Economics class content:

  • Session 1:
    – Investment industry
    – Ethics and investment professionalism
    – Regulation, regulatory processes
  • Session 2:
    – Quantitative concepts
    – Time value of money
    – Interest
  • Session 3
    – Macro/micro economics
    – Monetary and fiscal policy
    – Supply and demand
  • Session 4:
    – International economics
    – Exchange rates
    – Currencies
    – How countries interact with each other
  • Session 5:
    -Financial statements
    -Balance sheet, income statement, cash flow statement
    -Financial ratios (i.e current ratio, quick ratio, ROA, etc.)
  • Session 6:
    – Debt securities (bonds)
    – Key features (par value, coupon rate, maturity date)
    – Yield Curve
  • Session 7:
    – Equity securities (stocks)
    – Key features (life, par value, voting rights, cash flow rights)
  • Session 8:
    – Derivatives
    – Types of derivatives (forwards, futures, options, swaps)
    – Differences between types of derivatives
  • Session 9:
    – Alternative investments
    – Private equity, real estate, commodities
    – Why investors buy alternative investments
  • Session 10:
    – Investment vehicles and management
    – Direct vs indirect investments
    – Active management vs passive management
    – Functioning of financial markets
    – Primary markets and secondary markets
  • Session 11:
    – Risk management
    – Risk assessment (risk matrices, risk measures)
  • Session 12:
    – Performance evaluation
    – Sharpe and Treynor ratios
    – Relative returns

The teacher reserves the right to modify the curriculum content.

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Details

Type of Class VirtualLocation of Class ON-LINELimited Capacity YesMaximum Capacity 3Minimum Capacity 1Minimum Age 14Maximum Age 18Number of Sessions 12Hours per Session 1.5Total Hours 18Payment Full payment required prior to the first session
Cancel Before
BEFORE 48 hours of 1st session (all sessions reimbursed) - AFTER 2nd session and BEFORE 3rd session (unused sessions reimbursed) [SEE CANCELLATION POLICY FOR DETAILS]
Waiver or Consent
Yes, at check out
Notes Add a 2nd student and save 10% per student - Add a 3rd student and save 20% per student - Ideally same grade / same level - All students need to be part of the same transaction for discount to apply.

Dates of Sessions

  • Session days and times to be agreed with teacher - 2 sessions per week: full package to be taken within 6 weeks.

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Price:

$738.00

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