NYIF Courses
Derivative Instruments
Equities
Financial Statement Analysis
- Introduction to Financial Statements
- Risk Analysis Using Ratios
- The Impact of Accounting Principles
- Valuation Basics
Fundamentals of the Securities Industry
- Introduction to the Securities Industry
- Introduction to Equity Securities
- Introduction to Debt Securities
- Trading Securities in the Secondary Markets
- Processing Securities Transactions
Hedge Funds
- Introduction to the Hedge Fund Industry
- How a Hedge Fund Works
- Hedge Fund Strategies
- Issues for Hedge Fund Investors
Options
- Options Terminology
- Fundamentals of Options Products
- Option Combination Strategies
- Factors That Impact an Option's Value
- Pricing Options
- Option Sensitivities
Portfolio Management I
- The Institutional Investor
- The Individual Investor
- Money Markets and Portfolio Management
- Managing Portfolios with Bonds
- Managing Portfolios with Equities
- Portfolio Theory: Risk and Return
- Portfolio Theory: Portfolio Monitoring
Portfolio Management II
- Bond Valuation
- Portfolio Volatility and Duration
- Advanced Equity Valuation Techniques
- Advanced Portfolio Management Theory
- Global Investing and Alternative Investments
- Indexation
- Style Investing
- Evaluating Portfolio Performance
Risk Management Using Derivatives
- Introduction to Risk Management
- Identifying Risks
- Managing Foreign Exchange Risk Using Derivatives
- Managing Short-Dated Domestic Interest Rate Risk Using Derivatives
- Managing Long-Dated Domestic Interest Rate Risk Using Derivatives
- Managing Long-Dated Foreign Interest Rate Risk Using Derivatives
- Managing Equity Risk Using Derivatives
Short Term Trading
- Overview and History of Short Term Trading
- Market Indicators and Information
- Technical Analysis for Day Trading
- Research, Planning and Executing Day Trades
Asset Backed Securities
- Introduction to Asset Backed Securities
- Structure and Rating of Asset Backed Securities
- Major Sectors of the Asset Backed Securities Market
- Pricing and Trading of Asset Backed Securities
- The Future of the Asset Backed Securities Market
Brokerage Operations
- Introduction to Brokerage Operations
- Back Office: The Order Room
- Back Office: Purchase and Sales
- Back Office: The Margin Department
- Back Office: The Cashier's Department
- Current Trends in Brokerage Operations
- New Regulations in Brokerage Operations
- Developments in International Brokerage Operations
Corporate Finance
- Introduction to Corporate Finance
- The Time Value of Money
- More Time Value Applications
- Capital Budgeting Overview
- The Financing Decision
Finance for Nonfinancial Managers
- Introduction to Financial Management
- Key Financial Statements
- GAAP and Audits
- Recording Financial Information
- Budgeting for Nonfinancial Managers
- Analyzing and Benchmarking Financial Information
Fixed Income Securities
Forwards and Futures
- Introduction to Forwards and Futures
- Forward Rate Agreements (FRAs)
- Short-Term Interest Rate Futures
- Note and Bond Futures
- Stock Index Futures
- Risks of Forwards and Futures
Mergers and Acquisitions
- Overview of Mergers and Acquisitions
- Risk Considerations for Mergers and Acquisitions
- Valuing the Acquisition Candidate
- Financing the Acquisition
- Integrating the Acquisition
Money and Banking
- The Nature of Money
- Measuring Money
- Creating Money
- Creating the Federal Reserve System
- Theory of Monetary Policy
- Implementing Monetary Policy
- International Banking
- Central Bank Structure
- Central Banks Around the World
Mutual Funds
- Understanding Mutual Funds
- Various Mutual Fund Products
- Selecting the Right Mutual Fund
- Operation of a Mutual Fund Company
- Trends in the Mutual Fund Industry
Business Valuation
- Introduction to Business Valuation
- The Foundations of Free Cash Flows
- The Weighted Average Cost of Capital (WACC)
- Terminal Value
- The DCF Approach to Business Valuation
- The Limitations of the DCF Approach
Corporate Credit Analysis
- Introduction to Corporate Credit Analysis
- Industry and Company Forecasting
- Financial Analysis
- Non-Financial Analysis
- Credit Ratings and Credit Scoring
Introducing the City
- Introduction to Financial Centres
- Major Players in a Global Financial Centre
- Money Markets Around the World
- Initial Public Offerings in the UK
- Public Companies in the UK
- Bond Markets Around the World
- FX and the City
- Introduction to Derivatives and Risk Management
- Insurance and Reinsurance
- Regulation in the UK Financial Services Markets
Margin 1
- Introduction to Margin Requirements
- Margin Transactions
- Margin Calls
- Margin Requirements for Day-Trading and Bonds
Margin 2
- Margin for Options: An Introduction
- Cash Account Option Transactions
- Long Options in Margin Accounts
- Covered and Uncovered Calls in Margin Accounts
- Covered and Uncovered Puts in Margin Accounts
- Day-Trading Margin Rules
- Margin Requirements for Spreads, Straddles and Combinations
- Trading Index Options
Overview of Trusts
- Introduction to Trusts
- Trusts and Taxation
- Characteristics of Trusts
- Types of Trusts
- Duties of a Trustee
Wealth Management
- Investor Profiling
- Portfolio Management and Duration
- Introduction to Portfolio Risk
- Asset Allocation and Taxation