The Complete Financial Markets & Securities Bundle

This course will introduce you to the market for fixed income securities, provide you with a lot of details on the characteristics of fixed income securities in general, as well as discuss specific characteristics of specific sectors of the fixed income market - insurers, investors, and a wide variety of concepts relating to the analysis and validation of those securities. This course is for analysts, associates, and relationship managers with up to 5 years of experience in commercial, corporate, and investment banking.

• Access 48 lectures & 4 hours of content 247
• Understand the structure & function of the primary and secondary fixed income markets
• Explain the similarities & differences between bonds and loans the valuation issues of each
• Describe the contract features of bonds, including day count conventions, risk, returns & yield calculation
• Appreciate the nature & pricing of fixed income instruments and the yield curves
• Summarize the distinguishing characteristics of structured securities as well as the unique features of specific types

"I really enjoyed the course as it gave me a lot of detail and background that I had been looking for. The instructor was very clear and articulate." – Christopher Schulze

This course covers everything you need to know to be knowledgeable about residential mortgages in the United States. It will look at the important players/departments in the space as well as Key Terminology that you need to know. You will spend some time unpackaging the consumer buying cycle and examine the life cycle of the Mortgage, as well as examining what goes into originating, servicing, and valuing a Mortgage by examining the metrics that make up the loan process. This course's contents consist of video introductions for each section, outlining the key elements to be covered, followed by each module, consisting of a narrated presentation.

• Access 50 lectures & 7 hours of content 24/7
• Be able to explain why people use mortgages today
• List & discuss property types, and demonstrate the risks of each
• Identify key mortgage types & describe the audience and markets for each
• Describe the importance of mortgage loans & conditions, and their meanings
• Demonstrate the math behind mortgage pricing
• Learn the size & scope of the U.S. residential mortgage market
• Learn about current & historical mortgage regulation

"This course was packed with a lot of good information. It really broke down the inner workings of the mortgage business and the players involved." – Terry Scalia

There is no such thing as a job today that isn't service-focused, in the sense that everything within a company is being done in support of a customer. This course is an introduction to customer service and its importance in any business.

• Access 36 lectures & 2 hours of content 24/7
• Appreciate the true value of positive customer service at every level of an industry
• Understand the rules of great customer services
• Deliver outstanding customer service
• Manage & deal with both positive and negative feedback experiences
• Evaluate yourself & your business to determine the key wins required to deliver the customer service possible

Sales is part of every job today, internal and external. This course will orient you on sales and relationship management, a very important aspect of business – one that going forward, will help you in your career. This serves as an introduction to sales, relationship management, and the importance of both banking and services. This course covers the following topics, in three sections. First, an introduction to the importance of sales and relationship management is given.

• Access 46 lectures & 3 hours of content 24/7
• Learn the key principles of sales & relationship management
• Optimize your sales strategy
• Perform excellent relationship management with clients
• Manage negative relationships & overcome barriers
• Learn why sales & relationship management are important to all industries
• Have great sales meetings

"I am very glad that I have taken this course. I have learnt so much and it is quite easy to understand." – Faith Ogorchukwu Ozor

This course will give you a broad overview of this rapidly-evolving section of the derivatives markets. Swaps in general will be introduced, and then the course will segue into an introduction to equity swaps, look at the various details of the contracts, the applications that market participants use them for, as well as pricing and valuation issues.

• Access 36 lectures & 3 hours of content 24/7
• Learn the basics & fundamental principles of equity swaps
• Understand the pricing & valuation issues of equity swaps
• Learn about equity swap structures & applications

"Provided a wide view of the concept, exactly what I need to learn where I would like to focus further study for application. Perfect structure for my learning style and exceeded my expectations." – Chad Adams

This course will introduce you to a wide variety of calculations and related concepts that are used by financial market participants in a wide variety of applications - calculating prices, rates of return, and yields for example. These concepts and more will be discussed. The course contains 2 hours of video of content as well as supplementary PDF files of the instructor's presentation to help you follow along.

• Access 30 lectures & 2 hours of content 24/7
• Understand the relationship between price & yield on fixed income securities
• Know what the interest rate & pricing conventions are for fixed income instruments
• Explain different day count & compounding conventions used in fixed income securities
• Learn the dramatic difference between yield to maturity & realized rate of return
• Determine the price of both coupon bearing & zero coupon bonds
• Learn various financial math applications

"This really is an amazing exceptional course to learn financial math, and I am overall pleased of all the material is explained here and the method behind it." – Nicholas Genovese, Jr

This course will introduce derivatives in general, to demonstrate the common features of derivatives and how they differ from other sorts of financial instruments. The course will then segue into a detailed discussion – first on Futures contracts and then ultimately on Options contracts. Key characteristics will be identified, and contract features, pricing, applications, risk management, and hedging will be discussed.

• Access 51 lectures & 4 hours of content 24/7
• Learn a general overview of derivatives
• Define what derivatives are & differentiate between different types
• Know the features of futures contracts, as well as trading & cash flows
• Learn the fundamentals of options, their contract features & pricing basics
• Learn about futures contract pricing

"Good conceptual info beginners, especially for some with futures and options exposure" – Abdul Mustafa

This course looks at interest rate swaps in detail. First, swaps, in general, are introduced, then it will be covering the structure of the most common type of interest rate swap - the fixed or floating interest rate swap. This course will also consider a variety of different structures, pricing and valuation, and applications - both risk management and speculative.

• Access 38 lectures & 3 hours of content 24/7
• Learn about pricing interest rate swaps
• Hedge cash flow uncertainty with interest rate swaps
• Know the features & functions of OTC clearinghouses and how they work
• Learn various risk concerns with interest rate swaps & solutions for risk management

"Just like for the equity swaps, I learned a lot from interest rate swaps. The facilitator is really effective in discussion the topic." – Ma. Lizel S. Ayala

Learn about a variety of the more commonly-encountered types of mortgage-backed securities, pass-through securities, and CMO's, as well as a lot of the concepts used to assess the attractiveness of mortgage-backed securities and a lot of the details to help understand mortgage-backed securities and how they work.

Understand what mortgage backed securities (MBS) are & how they are structured
• Learn about pricing & trading of MBS
• Know what pass-through securities are, their risks & how prices and yields are calculated
• Understand CMOs, their purpose, & use, and how the market functions for these products

"The agenda of this course is very explanatory, and the instructor is very knowledgeable of the topic and includes many examples." – Milciades Andrion

This comprehensive course will cover a variety of issues relating to yield curves, their construction, and their use in a variety of analytical applications to assess risk and return. This is ideal for analysts and associates in commercial, corporate, and investment banking.

• Access 38 lectures & 3 hours of content 24/7
• Understand how yield curves depict fixed income instrument pricing & risk premiums
• Explain duration as a measure of the sensitivity of the price (the value of principal) of a fixed-income investment to a change in interest rates
• Describe the different types of duration, & how each is used in managing and/or quantifying risk
• Discuss alternative yield curves that are used to price or assess the value of fixed income instruments
• Apply total return analysis over a variety of interest rate scenarios to assess risk & return

"Very well explained and easy to follow. An awesome way to gain a deeper understanding of the yield curve." – Michael Gurganus

This Securities Trade Lifecycle course covers all components of the Trade Lifecycle; the lifecycle processing sequence and processing impact; what causes (and prevents) Straight Through Processing; primary risks and typical mitigating controls; and introduces market-wide terms used in securities trade processing. This course is perfect for analysts and associates in commercial, corporate, and investment banking.

• Access 44 lectures & 3 hours of content 24/7
• Get a complete overview of the Trade Lifecycle with comprehensive illustrations & examples
• Learn every aspect of trade settlement
• Understand the importance, processes, & methods of trade reconciliation

"This course really filled in the gaps I had in understanding the trade life cycle. The instructor was so articulate and had impeccable command of the course material." – Christopher Schulze

This course will give you a brief, but broad introduction of the capital markets - who are the primary participants, issuers, investors, intermediaries, what they trade there, and both the applications to which market participants make use of the instruments, as well as give you a sense of the role that capital markets play in the operation of the economic system as well as the financial system.

• Access 42 lectures & 3 hours of content 24/7
• Learn the players & participants within the capital markets
• Learn what the capital markets are
• Understand the role capital markets play in the economic & financial system
• Know the types of instruments used

"Course was amazing. Very practical and easy to follow. The way the overall topic was taught increased my knowledge about the concepts and theories." – Oluwatobi Lawanson

This course on equity products introduces equities by providing an overview of the types of products, including both direct and indirect products. The program demonstrates the types of shares and exchanges and investors. It also discusses the importance of diversification and volatility, and the role each plays in equity portfolios. The course will then further cover equity indices and go into some depth in covering tracking funds and exchange-traded funds (ETFs). The program also introduces derivatives, forward contracts, futures, equity swaps, options, and structured products.

• Access 32 lectures & 2 hours of content 24/7
• Understand equity indices
• Learn how to buy the market
• Describe the full range of equity products available globally
• Discuss the structure and pricing of equity pricing & indices
• Articulate how equity products are traded
• Understand the various relevant equity derivative products & how they work

This is a comprehensive course designed to furnish credit professionals with the necessary tools in order to undertake effective, conclusion-based credit analysis. Participants will develop their analytical skills through the application of a logically structured framework. Starting with the identification of the deal and credit structure, it logically works through the analysis process from business risk to financial risk then to structural risk. In addition, it will compare and contrast different industry dynamics.

• Access 78 lectures & 7 hours of content 24/7
• Understand the process of credit analysis including risk identification, analysis & mitigation
• Develop skills to analyze business, financial & structural risks
• Identify the appropriate information requirements for analysis & underwriting
• Implement a structure for business risk analysis from macro, industry, & company-specific levels of detail
• Apply industry & company specific risk analysis tools
• Analyze the key functional areas of a business
• Dig into a company’s key financial statements

"Exceedingly clear and concise. Amazed with how much useful, relevant information is packed into each session without having to speed talk." – Dawn Baeza-Triplett