Financial Markets I
Finance And Market Fundamentals
- Challenges for financial sector professionals and institutions in the 21st Century post-Enron and WorldCom
- Introduction to the Academy of Finance & Management and the core qualification the Master Financial Professional™
Financial Markets II
Finance And Investment Fundamentals
- Fundamental principles and theories underlying the operation of financial markets globally
- How market theory and operation adapted to the changes in global economic performance from the depression, through to the crash of the 80s and the dot com boom and bust
- Finance and investment fundamentals
- Securities and options markets
- Corporate debt and debt hybrids
Markets, Funds And Forex Principles
- The structure of money markets and assessment of market performance
- Review the creation of Bonds, Hedges and Futures, along with Foreign Exchange fundamentals (pegs, devaluations, floating) that have changed with the impact of the gold market
- Bond, derivative and money markets
- Foreign exchange
- Hedge funds
Business Finance
- Overview of business vehicles for operation in the corporate environment
- Review the various finance mechanisms for supporting aggressive growth in the corporate sphere
- Business vehicles
- Financing needs and techniques
Accessing Finance (Business Finance II)
- Overview of accessing financing for corporate development
- Debt and equity finance
- Accessing stock markets
Market Economics
- Overview of market economics and the effects of key influences such as government policy, Federal Reserve announcements and deficit/surplus budgets.
- Impact of economics on financial markets
- Understanding impact of economic statements
- Understanding effects of political events on markets
Financial Analysis And Valuation
- A structured approach to understanding corporate financial results presented through SFC financial statements. Including using the appropriate formulas, systems and ratios for evaluating the performance of a company along with an explanation of the critical relationships between the balance sheet, profitability and cash flow.
- Interpretation of financial statements Financial ratios
- Relationships between balance sheet, profit and loss account and cash flow statements
Market Regulatory Requirements, Laws and Ethics
- Overview of corporate regulatory compliance and a detailed review of the regulated market. Including a review of regulatory bodies overseeing the financial services sector, regulator's responsibilities applicable laws, rules and ethics imposed on institutions and professionals.
- Regulatory framework and underlying principles
- Role and responsibility of securities regulator
- Role and responsibility of exchange operator
- Property laws and laws of contract
- Conduct rules and ethics
Managing And Marketing
Financial Services And Products
- A view into professional development and management leadership skills required for the Master Financial Professional in today's business environment. Including exercises and case studies for development of product and pricing plans; marketing and branding elements of product development and promotion; and client relationship management for high-net worth clientele.
- Managing professional staff
- Organizational issues and strategies
- Marketing and brand issues
- Business development
- Understanding individual client needs
Managed Funds
- An overview of managed funds and basic overview of investment management for relationship clients within the institution.
- The role of managed funds
- The structure of funds
- Fund types and role of funds for client needs