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PROGRAM DESCRIPTIONCOURSE CATALOGCERTIFICATE PROGRAMS &TRAINING COURSESAvailable In-Person, Virtual, and On-DemandWWW.NYIF.COM
HISTORYThe New York Institute of Finance (NYIF) was founded by the New York Stock Exchange (NYSE) in 1922as the New York Stock Exchange Institute. In 1924, 205 NYSE employees graduated from the Institute.The following year, the Institute introduced the “Mock Market”, a trading simulation conducted on thefloor of the Exchange, after trading hours. The simulation became an integral part of the one-year training program for new employees. By 1930 courses of the Institute were extended to employees of memberfirms of the Exchange.The first record of the new name for the Institute, “The New York Institute of Finance,” appears in theminutes of the NYSE Board of Governors meeting, October 8, 1942.Prentice-Hall acquired NYIF from NYSE in 1960. Via an acquisition of Prentice-Hall by Pearson PLC,ownership of NYIF moved to Pearson PLC. In 2008 the Institute opened its Beijing office. In 2013 ownership of the Institute was transferred to a Pearson company, the Financial Times Group (FT). A consortiumof companies purchased NYIF from the FT in July 2017.Today NYIF is an independently held business, headquartered in New York, providing world-class training to professionals in the financial services and related industries. The Institute offers a vast array ofcourses ranging from introductory to advanced, as well as a number of professional designations that buildcareers through expertise. Each year the Institute delivers training to more than 50,000 individuals in over125 countries. Some of the world’s leading financial institutions, central banks and regulatory bodies areclients of the Institute.2 CONNECT WITH US TODAY 347.842.2501FOR COURSE PRICING AND ADDITIONAL INFORMATION VISIT WWW.NYIF.COM
TEACHING AND LEARNINGJoin Us—Anywhere at AnytimeAt the New York Institute of Finance, we strive to provide the best and most innovative learning environmentfor our students. Our flagship training facility is headquartered in the heart of the Financial District in Manhattan. NYIF instructor-led classroom training is delivered in-house at our New York City location and byrequest on-site for corporate and academic clients. In conjunction with in-person classroom training, we offertwo e-Learning solutions for students: on-demand, self-paced courses and virtual (live-stream) classroom training. Our e-Learning solutions give students direct access to the Wall Street training experience from anywherein the world with an internet connection.HOW WE TEACHClassroomLed by NYIF faculty, in-person learning modules deliver practical knowledge and highly demanded competencies during hands-on, engaging professional training. Students develop desk-ready skills in immersive andinteractive learning environments, relying on realistic simulations and case studies. We incorporate the use ofBloomberg terminals in many of our Professional Certificate courses, giving students access to real-time dataand analytics.E-Learning with Our ExpertsSave time and eliminate need for travel. Learn at the pace best for you. NYIF is committed to meeting the nextgeneration of financial leaders where they are. Our E-learning portfolio incorporates On Demand learning andDigital Classroom experiences. We designed our web-based courses to be mobile-friendly (fully optimized forall mobile platforms). Busy professionals can access the curriculum online at any time and place convenient forhectic schedules. Our online courses offer ninety days to twelve-month access from registration date.Virtual ClassroomNYIF virtual-learning (Live class) courseware delivers high definition capture of live instructor-led training.What happens when busy professionals need assistance with the material? They can connect with our faculty,some of most respected minds of the financial industry, at their convenience through a discussion forum included within each course.Private & Tailored Learning EventsIs training your team together a better solution for your organizational needs? We accommodate busy schedulesand specific training requirements with our bespoke learning sessions.FOR COURSE PRICING AND ADDITIONAL INFORMATION VISIT WWW.NYIF.COMCONNECT WITH US TODAY 347.842.2501 3
COURSE CATALOGIN-PERSON / VIRTUALCOURSESTABLE OF CONTENTSHistory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2Teaching and Learning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3How We Teach. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3Chartered Investment Banking Analyst Designation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8Capital Markets Professional Certificate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10Derivatives Professional Certificate. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11Advanced Derivatives Professional Certificate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12Advanced Fixed Income Professional Certificate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13Fixed Income Professional Certificate. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14Portfolio Management Professional Certificate. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16Advanced Portfolio Management Professional Certificate. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17Risk Management Professional Certificate. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18Advanced Risk Management Professional Certificate. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19Credit Risk Analysis Professional Certificate. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20Advanced Credit Risk Professional Certificate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21Financial Accounting Professional Certificate. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22Corporate Finance & Valuation Methods Professional Certificate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23Financial Modeling Professional Certificate. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24Quantitative Methods for Finance Professional Certificate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25Data Analysis and Programming for Finance. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26Data Science for Finance Professional Certificate. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27Advanced Data Science for Finance Professional Certificate. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28Mergers & Acquisitions Professional Certificate. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29Structured Finance Professional Certificate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30Corporate Treasury Management. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31Mortgage Backed Securities. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32Brokerage Operations. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33Asset Liability Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34Trading - Fundamentals Of Technical Analysis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35Quantitative Technical Analysis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36Derivatives & Hedge Accounting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37Excel and VBA Programming for Finance. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38FinTech Revolutions in the Financial Markets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39Analysis of Financial Institutions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40Compliance for the Securities Industry. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41Financial Analysis of Insurance Companies. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42E-learning courses. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 434 CONNECT WITH US TODAY 347.842.2501FOR COURSE PRICING AND ADDITIONAL INFORMATION VISIT WWW.NYIF.COM
COURSE CATALOGE-LEARNINGCOURSESTABLE OF CONTENTSDelivery Method for Enterprise Clients — Scorm & Digital: Pre-recorded live in-person sessionSCORM COURSESFundamentals of the Securities Industry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45Financial Statement Analysis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45Finance for Nonfinancial . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46Corporate Credit Analysis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46Mutual Funds . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47Comprehensive Hedge Funds. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47Fundamentals of the Brokerage Operations. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48Risk Management Using Derivatives. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48Portfolio Management I . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49Portfolio Management II. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50Business Valuation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51Fixed Income Securities. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52Derivative Instruments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52Corporate Finance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53Mergers and Acquisitions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54Global Convergence of Accounting Standards: Understanding US GAAP and IFRS. . . . . . . . . . . . . . . . . . . . 55Wealth Management. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55Margin I: Introduction to Margin Regulation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56Margin II: Advanced Margin for Options. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56Asset Backed Securities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57Equities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58Money and Banking. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59Forwards and Futures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60Overview of Trusts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61Introduction to Supply Chain Finance. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62Operations and Compliance Professional Certificate. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62Wealth Management Professional Certificate. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62valuation Professional Certificate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62(CONTINUED)FOR COURSE PRICING AND ADDITIONAL INFORMATION VISIT WWW.NYIF.COMCONNECT WITH US TODAY 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COURSE CATALOGE-LEARNINGCOURSESTABLE OF CONTENTSDelivery Method for Enterprise Clients — Scorm & Digital: Pre-recorded live in-person sessionDIGITAL COURSESDerivatives Professional Certificate. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63Corporate Finance Professional Certificate. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63M&A Professional Certificate. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63Risk Management Professional Certificate. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63Electronic Trading in Financial Markets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64Brokerage Operations Professional Certificate. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64Project Finance and the Public Private Partnership Professional Certificate . . . . . . . . . . . . . . . . . . . . . . . . . . 64Customer Protection Rule 15c3-3. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64Mortgage Backed Securities Professional Certificate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65Capital Markets Professional Certificate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65Portfolio Management Professional Certificate. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65Introduction to Supply Chain Finance. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65Credit and Credit Risk Analysis Professional Certificate. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66Investment Banking and Valuation Professional Certificate. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66Corporate Finance & Valuation Methods Professional Certificate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67Derivatives Professional Certificate. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67Trading - Fundamentals of Technical Analysis. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67Trading - Quantitative Technical Analysis. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67Financial Accounting Professional Certificate. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 676 CONNECT WITH US TODAY 347.842.2501FOR COURSE PRICING AND ADDITIONAL INFORMATION VISIT WWW.NYIF.COM
IN-PERSONCOURSES“Continuing education in financeis highly important because it’sconstantly changing, things thatwe thought we knew before thefinancial crisis and things that weknow now literally have changedtextbooks. Just because you getyour degree in fundamentalsdoesn’t mean you can just stopthere and get complacent becauseit’s a growing complex field.”– Corbin West, 2019, Capital Markets Professional CertificateFOR COURSE PRICING AND ADDITIONAL INFORMATION VISIT WWW.NYIF.COMCONNECT WITH US TODAY 347.842.2501 7
COURSE CATALOGNew York Institute of FinanceIN-PERSON/VIRTUAL COURSESCHARTERED INVESTMENTBANKING ANALYST DESIGNATIONPROGRAM DESCRIPTIONThe CIBATM program develops the complete set of desk-ready skills to succeed in the competitive world of corporate finance and investment banking. Candidates will develop familiaritywith US GAAP and IFRS accounting standards, learn how to value investment projectsunder conditions of uncertainty, acquire essential financial modeling skills, be able to assessthe credit quality of companies and gain a thorough understanding of the M&A process fromtarget company identification to funding strategies and deal structuring.COURSE OFFERED:APRILOCTOBERCOURSE DURATION:5 DAYSThe CIBATM curriculum comprises five Professional Certificates. Four of the Certificateprograms are week-long in-person offerings offered over 4 contiguous weeks, while the fifthCertificate is offered as a week-long in-person class or a digital class that can be completedremotely at your own pace.LEARNING OBJECTIVES Be fully cognizant of the keyaccounting structures, preparationof accounts and how to completekey fundamental analysis. Determine when a company shouldrecord revenue from a sale use theconcept of matching to record theexpenses for a period Demonstratehow an income statement isrelated to a balance sheet Describe components of aclassified balance sheet Account for cash dividends and preparea statement of retained earnings Prepare a multiple stepincome statement Compare the features of soleproprietorships, partnershipsand corporations Explain the double-entryaccounting system Use ratios to assess profitability Analyze and journalize transactions Determine proper period inwhich to record revenues Describe the function of an audit Post journal entries to the ledgers Link inventory valuation to gross profit Explain the regulation offinancial reporting Prepare and use a trial balance Assess accounts receivable Explain the accounting adjustmentsrequired at the end of the fiscal period Mergers and acquisitions,concepts and theories Explain the role of adjustmentsin accrual accounting Accounting for M&A Describe the componentsof the balance sheet Analyze the effect of transactionson the balance sheet equation Explain how accountantsmeasure income Explain the difference betweenexplicit and implicit transactions8 CONNECT WITH US TODAY 347.842.2501 Prepare a classified balance sheet Describe components of a single andmultiple step income statement Free cash flow – a powerfuldecision-making metric Structuring the dealFOR COURSE PRICING AND ADDITIONAL INFORMATION VISIT WWW.NYIF.COM
COURSE CATALOGNew York Institute of FinanceIN-PERSON/VIRTUAL COURSESCHARTERED INVESTMENT BANKINGANALYST DESIGNATION (CONTINUED)CURRICULUMModule 1Accounting ConceptsModule 21Structuring and Documentation ForecastingModule 2Measuring IncomeModule 22Comparing credit ratingsModule 3Accrual Accounting and Financial StatementFormatsModule 23Introduction and OverviewModule 24Project AnalysisModule 4Accounting for SalesModule 25Discounted Cash Flow ValuationModule 5Long lived assets and depreciationModule 26Terminal ValueModule 6Deferred TaxesModule 27Cost of CapitalModule 7EquityModule 28Capital StructureModule 8Cash FlowModule 29Financing the Corporation (and transactions)Module 9Free Cash FlowModule 30Advanced Excel for Financial ModelingModule 10Accounting for InvestmentsModule 31Modeling ValuationModule 11Pension accounting for stock optionsModule 32Modeling M&AModule 12Overview of CreditModule 33Modeling Accrual Accounting ValuationModule 13Credit analysis fundamentalsModule 34WarrantsModule 14Business and Industry AnalysisModule 35Module 15Ratios and Credit StatisticsMergers and Acquisitions - Concepts andTheories Part IModule 16Cash flow analysisModule 36Module 17Historical Financial AnalysisMergers and Acquisitions - Concepts andTheories Part IIModule 37Mergers and Acquisitions - Structuring the DealFree Cash Flow ModelingAccounting for Mergers and AcquisitionsModule 18Off Balance Sheet ItemsModule 19Additional Risks to consider Module 38ForecastingModule 39Module 20MORE THAN 300 COURSES OFFERED170 120 IntroductoryFOR COURSE PRICING AND ADDITIONAL INFORMATION VISIT WWW.NYIF.COMProfessional25 2 AdvancedDesignationCONNECT WITH US TODAY 347.842.2501 NYIF ONLINE COURSES 9
COURSE CATALOGNew York Institute of FinanceIN-PERSON/VIRTUAL COURSESCAPITAL MARKETSPROFESSIONAL CERTIFICATEPROGRAM DESCRIPTIONCOURSE OFFERED:MARCHJUNESEPTEMBERDECEMBERThis introductory program offers a comprehensive survey of capital markets.Money and banking, the role of central banks and the evolving regulatory landscape are reviewed. The program also provides a thorough grounding in the fullrange of capital market instruments.COURSE DURATION:5 DAYSLEARNING OBJECTIVESCURRICULUM Identify the global trends in volume for various financial productsand articulate the macroeconomic reasons for those trendsModule 1Capital Markets and KeyParticipants Understand how bonds, equity, foreign exchangeand money market products are tradedModule 2Money MarketsModule 3Foreign Exchange (FX) Structure and price a plain vanilla bond for the current market placeModule 4Time Value of MoneyModule 5Bond Markets and RiskModule 6Equity Marketsand Trading Read bond and equity listings and decide whether thedeals worked well for the parties involvedModule 7Regulation of theFinancial System Choose the best derivative to hedge against risk in real-life financial situationsModule 8Equity IndexesModule 9Equity ValuationModule 10Equity Investment Identify the key regulators of the financial system Describe the primary objectives of capital markets regulation Calculate the profit or loss on futures trades Construct a swap and calculate the benefit of the swap to each counterpartyVehiclesModule 11Introduction toDerivativesModule 12Futures and ForwardsModule 13Swaps Describe the main methods used in equity valuationModule 14Options Explain the major steps in the IPO processModule 15Credit DerivativesModule 16Equity and BondIPO ParticipantsModule 17Timing and MajorSteps in IPO ProcessModule 18Desk Ready SkillsKnowledge Check Invest the money held by a pension fund both geographically and by asset class Describe the role of equity from both the issuer’s and investor’s pers
The New York Institute of Finance (NYIF) was founded by the New York Stock Exchange (NYSE) in 1922 as the New York Stock Exchange Institute. In 1924, 205 NYSE employees graduated from the Institute. The following year, the Institute introduced the "Mock Market", a trading simulation conducted on the floor of the Exchange, after trading hours.
