•Quantitative Methods, Economics
•Financial Statement Analysis
•Corporate Issuers
•Equity Valuation
•Fixed Income
•Derivatives
•Alternative Investments
•Portfolio Management y Ethical and Professional Standards
Derivatives:
Types of derivatives. Forwards & Futures. Types of futures. Forward Rate Agreements (FRAS). Swaps. Options. Options Payoffs & Options Strategies. Options Values. Put-Call Parity.
Alternative Investments
HEDGE FUNDS. PRIVATE CAPITAL (PRIVATE EQUITY+PRIVATE DEBT). PRIVATE CAPITAL (VENTURE CAPITAL). NATURAL RESOURCES. REAL ESTATE. INFRASTRUCTURE. PERFORMANCE APPRAISAL & FEES CALCULATION.
Portfolio Management
Portfolio Management: An Overview. Basics of Portfolio Planning and Construction. Portfolio Risk and Return: Part I. Portfolio Risk and Return: Part II. The Behavioral Biases of Individuals. Introduction to Risk Management. Fintech in Investment Management. Technical Analysis.
Equity
Market Organization and Structure. Security Market Indexes. Market Efficiency. Overview of Equity Securities. Introduction to Industry and Company Analysis. Equity Valuation: Concepts and Basic Tools.
Economics
Topics in Demand & Supply Analysis. The Firm & Market Structures. Aggregate Output, Prices & Economic Growth. Understanding Business Cycles. Monetary and Fiscal Policy. Introduction to Geopolitics. International Trade & Capital Flows. Currency Exchange Rates.
Fixed Income
Types of Fixed Income Securities and Markets
Fundamental Fixed Income
Term Structure Determination and Yield Spreads
Valuation of Individual Fixed Income Securities
Analysis of Interest Rate Risk
Analysis of Credit Risk
Valuing Bonds with Embedded Options
Structured Products
Fixed Income Portfolio Management Strategies
ESG considerations in Fixed Income
Ethics
ETHICAL VS LEGAL. CODE OF ETHICS. THE STANDARDS OF PROFESSIONAL CONDUCT. GLOBAL INVESTMENT PERFORMANCE STANDARDS (GIPS).
Corporate Issuers
Corporate Structures and Ownership. Introduction to Corporate Governance and Other ESG Considerations. Business Models & Risks. Capital Investments. Working Capital & Liquidity.
Cost of Capital-Foundational Topics. Capital Structure. Measures of Leverage.
Financial Reporting & Analysis
ACCOUNTS AND FINANCIAL STATEMENTS. FINANCIAL STATEMENT ANALYSIS FRAMEWORK.
MEASURING BUSINESS INCOME. ACCOUNTING SYSTEM FLOW / MECHANICS. STANDARDS SETTING BODIES AND REGULATORY AUTHORITIES.
DILUTIVE SECURITIES AND EARNINGS PER SHARE
BALANCE SHEET UNDERSTANDING
Quantitative Methods
Time Value of Money
Probability Distributions and Concepts
Sampling and Estimation
Regression Analysis
Artificial Intelligence/Machine Learning and Big Data Analysis and Applications
Time-Series Analysis
Back-testing, Simulation, and Scenario Analysis
