Course description
The field of capital markets and securities analysis mainly highlights the study of how risky assets are priced, how interest rates are structured, and the financial system. It entails three core components in most cases:
- Financial regulators.
- Financial brokers.
- And financial markets.
This course by Rcademy is designed to thoroughly investigate and help understand these three core components in detail. With a clear understanding of this, it is easy to fully grasp the ideas of equity financial instruments and debt with the risks they pose.
Upcoming start dates
Suitability - Who should attend?
Who should attend?
The design and presentation of the Capital Markets and Securities Analyst Certification Course by Rcademy are ideal for the following professionals:
- Originators whoadvise sell-side roles to organizations on their debt and equity options
- Asset managers whoprofessionally manage investments and portfolios are Mostly employed by mutual funds institutions, big clients, or life insurance companies
- Sales and tradingprofessionalswho mainly deal with market-making, commodities, institutional sales, derivative products, fixed income, foreign exchange, and equities
- Risk managersare responsible for identifying, analyzing, and developing a risk-processing framework for an organization
- Wealth managersare tasked with the responsibilities of advising on the best investment plans for high-net-worth individuals and families
- Researchers interestedin both sell-side and buy-side roles providing top-notch research coverage on models such as top-down macro strategies and bottom-up economic research
- Any other professionalswho are interested in capital markets and investments
Outcome / Qualification etc.
The Capital Markets and Securities Analyst Certification Course by Rcademy aims at enabling professionals to :
- Explain the basic concepts of fixed income
- Identify risks
- Understand how derivatives work
- Manage derivative financial risks
- Use analytical methodologies in trading simulations
- Employ various market techniques to improve the expected returns while reducing the risks
- Discuss the foundations of foreign exchange spots, swaps, options, and forwards
- Discuss how different commodities are driven
- Trade fixed-income securities
- Trade and manage risks in institutional equities
- Value and price derivatives
- Undertake commodities trading strategies using futures and options
Training Course Content
Module 1: Portfolios
- Subjectivity and objectivity
- Portfolio analysis
- Risk and uncertainty
- The three phases
- An intuitive approach to stating predictions
- A scientific approach to stating predictions
- Investors preferences
- Choosing the right portfolio
Module 2: Capital Markets and its Theory
- Financial markets
- Market participants
- Regulators of financial activities
- Financial assets
- Classification of financial markets
- Interest rates theories
Module 3: Derivatives
- Futures and forward contracts
- Caps and floor agreements
- Swaps
- Options
Module 4: Efficient Portfolios
- Constraints used
- The optimal combination of risky securities
- Combining securities
- The region
- The region
- Borrowing and lending
Module 5: Portfolio and Equity Management
- Trading mechanics
- Stock market indicators
- Popular stock market strategies
- Types of stock market structures
- Exchanges and OTC markets
- Fundamentals vs technical analysis
- Equity-style management
- Top-down vs bottom-up approaches
- Passive strategies
Module 6: Bond Portfolio Management
- Passive bond portfolio strategies
- Yield measures
- Measuring interest rate risk
- Sectors of the bond market
- Bond indexes
- Risks associated with investing in bonds
- Active bonds portfolio strategies
- Features of bonds
- Valuing convertible bonds
- Valuation of common stock using dividend discount models
Module 7: Finance Mathematics
- Cash flows time value
- Determining the future value
- Loan amortisationamortisation
- Determining the present value
- Principles of valuation
- Determining the unknown interest rate
- Interest rates calculation and yields
- Determining the number of the compounding period
Module 8: Index Models
- Capital market theory and index models
- Single-index model
- Arbitrage pricing theory model
- Responsiveness as a measure of risk
- Characteristics of an asset pricing model
- Multi-index models
- Portfolio analysis using responsiveness as a measure of risk
Module 9: Corporate Financing Decision
- The cost of capital
- Capital structure and financial leverage
- A capital structure prescription
- Debt vs equity
- The agency capital structure and the type of relationship that exists
- Various applicable theories and best practices
- Leveraging in finance and its risks
- The concept of how to leverage
- Structure and taxes
- Asset securitization
- Structured notes
- The capital asset pricing model
Module 10:Various Capital Valuation and Budgeting Techniques
- Discounted payback period
- Incorporating and justification of new technology
- Issues in capital budgeting
- Profitability index
- Capital budgeting and the justification of new technology
- Various techniques comparison
- Internal rate of return
- Evaluation techniques
- Payback period
- Best practices
- Modified internal rate of return
- Net present value
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Rcademy
Rcademy is a global training and consultation organisation set out to bridge the gap between you now and what you can be in the near future. We are facilitators of knowledge impartation. Our team of established and experienced training enthusiasts...