Day 1 Introduction to Investment Strategy
    The  executive  training  module  focuses    on the  theoretical  basis  of  finance.  Students learn  the  fundamentals  of  interest  rates, present  value,  and  portfolio  theory  and explore  ways  basic  cash  market  instruments and  derivative  products  affect  investment return. Topics  include  inter-temporal  choice, utility  bond  theory, the  capital  asset  pricing model, and the dividend discount model. The mathematics  of  bond  pricing  and  the components  of  return  are  highlighted  along with  the  theories  of  the  yield  curve, separation  theorem  and  Modigliani-Miller propositions.
Day 2 Equity and Securities Valuation
    This  executive  training  module  covers  the various models available for equity valuation. Included  are  discussions  of  the  dividend discount  model,  (Michael)  Porter  analysis, ROE,  sustainable  growth  rates,  and  relative valuation.  Fundamental  to  this  module  is  a comprehensive  analysis  of  a  public  company, modeled  after  the  well-known  case  study. Also  required  is  a  complete  valuations analysis of specific types of bonds.
Day 3 Global Investment Strategy
    This  executive  training  module  provides  an integrated  framework  describing  the investment  process  in  global  markets. We  start with  explanations  of  what  affects  the  foreign exchange  markets  and  the  forecasting techniques  to  predict  currency  dynamics.  This would  include  an  overview  of  the  benefits  of international  diversification,  and  studies  in global  equity  markets, emerging  markets  stocks and  bonds,  and  the  global  bond  markets.  The conclusion  of  the  module  includes  building global  portfolios  including  equities,  fixed income  instruments,  alternative  and  emerging investments, and the currency hedges.
Day 4 Financial Statement and Security Analysis
    This  course  develops  financial  analysis  skills from  the  view  of  an  outsider  using  a corporation's  publicly  available  financial statements. Techniques  such  as  common  size statements, and ratio analysis. This module will discuss the adjustment of financial statements to  reflect  accounting  choices, and  forecasting future operating results by business segments. The  student  will  also  learn  and  work  with alternative  valuation  models  including  the dividend  discount  model  and  the  growth model to value a company.
 
Day 5 Derivatives and Risk Management
     Exposes  the  candidate  to  Portfolio Management, securities selection  and  including the  use  of  derivatives  as  a  risk  management technique.  Risk  Management  allows  portfolio managers  to  structure  portfolios  to  achieve  a specified level of risk and expected return.