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The Complete Financial Markets & Securities Bundle

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14
Lessons
611

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Product Details

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Content
4.0 hours
Lessons
48

Foundations of Fixed Income Securities

An Introduction to Fixed Income Securities, Covering General Characteristics & Specific Sectors of the Market

By Starweaver Group | in Online Courses

This course will introduce you to the market for fixed income securities, provide you with a lot of details on the characteristics of fixed income securities in general, as well as discuss specific characteristics of specific sectors of the fixed income market - insurers, investors, and a wide variety of concepts relating to the analysis and validation of those securities. This course is for analysts, associates, and relationship managers with up to 5 years of experience in commercial, corporate, and investment banking.

4.5/5 average rating: ★ ★ ★ ★

  • Access 48 lectures & 4 hours of content 247
  • Understand the structure & function of the primary and secondary fixed income markets
  • Explain the similarities & differences between bonds and loans the valuation issues of each
  • Describe the contract features of bonds, including day count conventions, risk, returns & yield calculation
  • Appreciate the nature & pricing of fixed income instruments and the yield curves
  • Summarize the distinguishing characteristics of structured securities as well as the unique features of specific types

"I really enjoyed the course as it gave me a lot of detail and background that I had been looking for. The instructor was very clear and articulate." – Christopher Schulze

Starweaver
4.5/5 Instructor Rating: ★ ★ ★ ★

Starweaver is a technology and media company that delivers a completely new, immersive, addictive, and connected education experience online for technology and business professionals. The company helps in developing habits and skills that kick your talent into a star-level of performance. They deliver superlative, hands-on, and practical professional development and education focused on several key domains like data science, cloud computing, full stack, and more.

Important Details

  • Length of time users can access this course: lifetime
  • Access options: desktop & mobile
  • Certificate of completion included
  • Redemption deadline: redeem your code within 30 days of purchase
  • Updates included
  • Experience level required: all levels

Requirements

  • Knowledge of the English language
  • Financial calculator

Course Outline

  • Your First Program
  • Introduction to Fixed Income Securities and Markets
    • Segment - 01 - Introduction to Fixed- Income Securities and Markets - 10:17
    • Introduction to Fixed- Income Securities and Markets (Slides)
    • Segment - 02 - The Primary Market issuing Bonds to borrow funds - 10:41
    • The Primary Market issuing Bonds to borrow funds (Slides)
    • Segment - 03 - Similarity of Bonds to Loans and Bond Valuation Issues - 11:10
    • Similarity of Bonds to Loans and Bond Valuation Issues (Slides)
  • Bond Contact Features and Investment Characteristics
    • Segment - 04 - Bond Contract Features - 11:11
    • Bond Contract Features (Slides)
    • Segment - 05 - Bond coupons, accrued interest and Bond Pricing Conventions - 12:03
    • Bond coupons, accrued interest and Bond Pricing Conventions (Slides)
    • Segment - 06 - Day Count Conventions and Bond Retirement - 12:25
    • Day Count Conventions and Bond Retirement (Slides)
    • Segment - 07 - Types of Risk - 10:38
    • Types of Risk (Slides)
    • Segment - 08 - Sources of Return and Bond Yields - 12:08
    • Sources of Return and Bond Yields (Slides)
    • Segment - 09 - Bond-yields yield-to-maturity and rate of return - 8:24
    • Bond-yields yield-to-maturity and rate of return (Slides)
    • Segment - 10 - Yield Curves - 8:46
    • Yield Curves (Slides)
  • Types of Fixed Income Securities
    • Segment - 11 - Yield Curves and Government Securities - 10:06
    • Yield Curves and Government Securities (Slides)
    • Segment - 12 - Government Bonds and US Treasury Securities - 12:16
    • Government Bonds and US Treasury Securities (Slides)
    • Segment - 13 - Corporate Fixed Income Securities - 11:38
    • Corporate Fixed Income Securities (Slides)
    • Segment - 14 - Credit Risk of Corporate Securities and Trust Indentures - 8:56
    • Credit Risk of Corporate Securities and Trust Indentures (Slides)
    • Segment - 15 - Secured and Unsecured Bonds - 12:29
    • Secured and Unsecured Bonds (Slides)
    • Segment - 16 - Convertible Securities - 12:06
    • Convertible Securities (Slides)
    • Segment - 17 - Preferred Stocks and Introduction to Structured Securities - 9:42
    • Preferred Stocks and Introduction to Structured Securities (Slides)
    • Segment - 18 - Asset Securitization and Introduction to Mortgage Backed Securities - 10:17
    • Asset Securitization and Introduction to Mortgage Backed Securities (Slides)
    • Segment - 19 - Mortgage Backed Securities - 11:29
    • Mortgage Backed Securities (Slides)
    • Segment - 20 - CMOs and Introduction to Asset-backed Securities - 9:38
    • CMOs and Introduction to Asset-backed Securities (Slides)
    • Segment - 21 - Credit-card and Auto-loan ABS' - 9:22
    • Credit-card and Auto-loan ABS's (Slides)
    • Segment - 22 - Collateralized Debt Obligations - 11:22
    • Collateralized Debt Obligations (Slides)
    • Segment - 23 - CDOs and Money Market Instruments - 11:44
    • Money Market Instruments (Slides)
    • Segment - 24 - Agency Securities and Regional Local Government Debt Securities - 10:42
    • Agency Securities and Regional Local Government Debt Securities (Slides)

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7.0 hours
Lessons
50

U.S. Residential Real Estate: From Underwriting to Securitization

A Comprehensive Overview & Analysis, Covering All Aspects of the Residential Mortgage Industry in the US

By Starweaver Group | in Online Courses

This course covers everything you need to know to be knowledgeable about residential mortgages in the United States. It will look at the important players/departments in the space as well as Key Terminology that you need to know. You will spend some time unpackaging the consumer buying cycle and examine the life cycle of the Mortgage, as well as examining what goes into originating, servicing, and valuing a Mortgage by examining the metrics that make up the loan process. This course's contents consist of video introductions for each section, outlining the key elements to be covered, followed by each module, consisting of a narrated presentation.

4.2/5 average rating: ★ ★ ★ ★

  • Access 50 lectures & 7 hours of content 24/7
  • Be able to explain why people use mortgages today
  • List & discuss property types, and demonstrate the risks of each
  • Identify key mortgage types & describe the audience and markets for each
  • Describe the importance of mortgage loans & conditions, and their meanings
  • Demonstrate the math behind mortgage pricing
  • Learn the size & scope of the U.S. residential mortgage market
  • Learn about current & historical mortgage regulation

"This course was packed with a lot of good information. It really broke down the inner workings of the mortgage business and the players involved." – Terry Scalia

Starweaver
4.5/5 Instructor Rating: ★ ★ ★ ★

Starweaver is a technology and media company that delivers a completely new, immersive, addictive, and connected education experience online for technology and business professionals. The company helps in developing habits and skills that kick your talent into a star-level of performance. They deliver superlative, hands-on, and practical professional development and education focused on several key domains like data science, cloud computing, full stack, and more.

Important Details

  • Length of time users can access this course: lifetime
  • Access options: desktop & mobile
  • Certificate of completion included
  • Redemption deadline: redeem your code within 30 days of purchase
  • Updates included
  • Experience level required: all levels

Requirements

  • Any device with basic specifications

Course Outline

  • U.S. Residential Mortgage Business and Process Fundamentals, from Underwriting to Securitization
    • Introduction to the Residential Mortgage Business - 3:24
    • Segment - 01 - Residential Mortgage Overview - 41:58
    • Residential Mortgage Overview (Slides)
    • Segment - 02 - Property Types - 10:50
    • Property Types (Slides)
    • Segment - 03 - Mortgage Loan Types - 34:27
    • Mortgage Loan Types (Slides)
    • Segment - 04 - Typical Terms and Conditions - 17:27
    • Typical Terms and Conditions (Slides)
    • Segment - 05 - Mortgage Math Overview - 23:41
    • Mortgage Math Overview (Slides)
    • Segment - 06 - Market Size and Scope - 18:58
    • Market Size and Scope (Slides)
    • Segment - 07 - Key Players in Primary Mortgage Business - 15:31
    • Key Players in Primary Mortgage Business (Slides)
    • Segment - 08 - Risk and Rewards across the Mortgage Lifecycle - 10:20
    • Risk and Rewards Across The Mortgage Life Cycle (Slides)
    • Segment - 09 - Mortgage Lifecycle Consumer POV - 25:32
    • Mortgage Life Cycle Consumer (Slides)
    • Segment - 10 - Mortgage Lifecycle Lender POV - 8:30
    • Mortgage Life Cycle Lender (Slides)
    • Segment - 11 - Regulatory Oversight and Evolution - 18:25
    • Regulatory Oversight and Evolution (Slides)
    • Segment - 12 - Financial Distress and Foreclosure Avoidance - 19:54
    • Financial Distress and Foreclosure Avoidance (Slides)
    • Segment - 13 - Financial Credit and Loan Analysis - 20:21
    • Financial Credit and Loan Analysis (Slides)
    • Segment -14 - Introduction to Financial Analysis - 3:24
    • Segment - 15- Income Analysis of Borrower - 10:38
    • Income Analysis of Borrower (Slides)
    • Segment - 16 - Understanding Credit History and Reports - 10:49
    • Understanding Credit History and Reports (Slides)
    • Segment - 17 - Credit Report Analysis - 13:21
    • Credit Report Analysis (Slides)
    • Segment - 18 - Mortgage Metrics and Decisioning - 11:11
    • Mortgage Metrics and Decisioning (Slides)
    • Segment - 19 - Appraisal and Asset Valuation - 10:50
    • Appraisal and Asset Valuation (Slides)
    • Segment - 20 - Appraisal Detail and Walk Through - 14:42
    • Segment - 21 - Title and Title Insurance - 12:08
    • Title and Title Insurance (Slides)
    • Segment - 22 - Introduction to Servicing and Securitization - 1:43
    • Segment - 23 - Servicing - 31:41
    • Servicing (Slides)
    • Segment - 24 - Securitization Demystified - 19:45
    • Segment - 25 - Securitizations for the Issuer and the Investor - 8:54
    • Securitizations for the Issuer and The Investor (Slides)
    • Segment - 26 - Life Cycle of MBS - 8:17
    • Segment - 27 - Rating Agency Involvement - 6:27
    • Rating Agency Involvement (Slides)

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2.0 hours
Lessons
36

Delivering Top Customer Services in the Financial Services Businesses

Understand the Importance of Customer Service & How It Applies to Every Business

By Starweaver Group | in Online Courses

There is no such thing as a job today that isn't service-focused, in the sense that everything within a company is being done in support of a customer. This course is an introduction to customer service and its importance in any business.

4.3/5 average rating: ★ ★ ★ ★

  • Access 36 lectures & 2 hours of content 24/7
  • Appreciate the true value of positive customer service at every level of an industry
  • Understand the rules of great customer services
  • Deliver outstanding customer service
  • Manage & deal with both positive and negative feedback experiences
  • Evaluate yourself & your business to determine the key wins required to deliver the customer service possible
Starweaver
4.5/5 Instructor Rating: ★ ★ ★ ★

Starweaver is a technology and media company that delivers a completely new, immersive, addictive, and connected education experience online for technology and business professionals. The company helps in developing habits and skills that kick your talent into a star-level of performance. They deliver superlative, hands-on, and practical professional development and education focused on several key domains like data science, cloud computing, full stack, and more.

Important Details

  • Length of time users can access this course: lifetime
  • Access options: desktop & mobile
  • Certificate of completion included
  • Redemption deadline: redeem your code within 30 days of purchase
  • Updates included
  • Experience level required: all levels

Requirements

  • Knowledge of the English language

Course Outline

  • Introduction to Customer Service
    • Segment - 01 - Introduction to Customer Service - 7:49
    • Introduction to Customer Service (Slides)
    • Segment - 02 - Relationship between Sales and Service - 8:41
    • Relationship between Sales and Service (Slides)
    • Segment - 03 - Why Customer Service is so Important - 10:37
    • Why Customer Service is so Important (Slides)
    • Segment - 04 - Five Levels of Business Customer Service Part 1 - 9:37
    • Five Levels of Business Customer Service Part 1 (Slides)
    • Segment - 05 - Five Levels of Business Customer Service Part 2 - 6:21
    • Five Levels of Business Customer Service Part 2 (Slides)
    • Segment - 06 - Five Levels of Business Customer Service Part 3 - 10:31
    • Five Levels of Business Customer Service Part 3 (Slides)
  • Providing Great Customer Service
    • Segment - 07 - Key Factors in Customer Service Excellence - 9:46
    • Key Factors in Customer Service Excellence (Slides)
    • Segment - 08 - Customer Loyalty - 8:29
    • Customer Loyalty (Slides)
    • Segment - 09 - Rules to Great Service - 15:31
    • Rules to Great Service (Slides)
    • Segment - 10 - Key Characteristics of Delivery - 8:29
    • Key Characteristics of Delivery (Slides)
    • Segment - 11 - Evaluating Yourself and Your Company - 9:30
    • Evaluating Yourself and Your Company (Slides)
    • Segment - 12 - Evaluating Your Service Attitude - 10:04
    • Evaluating Your Service Attitude (Slides)
    • Segment - 13 - Powering a Service Culture - 11:39
    • Powering a Service Culture (Slides)
    • Segment - 14 - Personal Primers - 7:34
    • Personal Primers (Slides)
    • Segment - 15 - Steps to Great Customer Service - 6:42
    • Steps to Great Customer Service (Slides)
  • Problem Resolution
    • Segment - 16 - Problem Resolution Process - 5:28
    • Problem Resolution Process (Slides)
    • Segment - 17 - Principles for Managing Negative Relationships - 11:29
    • Principles for Managing Negative Relationships (Slides)
    • Segment - 18 - Steps to Resolving Negative Situations/Review - 7:06
    • Steps to Resolving Negative Situations/Review (Slides)

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Content
3.0 hours
Lessons
46

Sales in Financial Services

Learn the Proper Methods of Conducting Sales & Performing Relationship Management in Banking and Financial Services

By Starweaver Group | in Online Courses

Sales is part of every job today, internal and external. This course will orient you on sales and relationship management, a very important aspect of business – one that going forward, will help you in your career. This serves as an introduction to sales, relationship management, and the importance of both banking and services. This course covers the following topics, in three sections. First, an introduction to the importance of sales and relationship management is given.

4.6/5 average rating: ★ ★ ★ ★

  • Access 46 lectures & 3 hours of content 24/7
  • Learn the key principles of sales & relationship management
  • Optimize your sales strategy
  • Perform excellent relationship management with clients
  • Manage negative relationships & overcome barriers
  • Learn why sales & relationship management are important to all industries
  • Have great sales meetings

"I am very glad that I have taken this course. I have learnt so much and it is quite easy to understand." – Faith Ogorchukwu Ozor

Starweaver
4.5/5 Instructor Rating: ★ ★ ★ ★

Starweaver is a technology and media company that delivers a completely new, immersive, addictive, and connected education experience online for technology and business professionals. The company helps in developing habits and skills that kick your talent into a star-level of performance. They deliver superlative, hands-on, and practical professional development and education focused on several key domains like data science, cloud computing, full stack, and more.

Important Details

  • Length of time users can access this course: lifetime
  • Access options: desktop & mobile
  • Certificate of completion included
  • Redemption deadline: redeem your code within 30 days of purchase
  • Updates included
  • Experience level required: all levels

Requirements

  • Knowledge of the English language

Course Outline

  • Introduction to Sales and Relationship Management
    • Segment - 01 - The Importance of Sales and Relationship Management - 10:38
    • The Importance of Sales and Relationship Management (Slides)
  • Sales Management
    • Segment - 02 - Introduction to the Sales Profession Matrix - 9:10
    • Introduction to the Sales Profession Matrix (Slides)
    • Segment - 03 - The Role of Sales in Banking - 9:06
    • The Role of Sales in Banking (Slides)
    • Segment - 04 - The Sales Process Overview - 11:39
    • The Sales Process Overview (Slides)
    • Segment - 05 - The Sales Process Research - 11:10
    • The Sales Process Research (Slides)
    • Segment - 06 - Creating a Unique Selling Position - 11:47
    • Creating a Unique Selling Position (Slides)
    • Segment - 07A - Open Ended Questions - 7:02
    • Open Ended Questions (Slides)
    • Segment - 07B - Making Presentations - 7:35
    • Making Presentations (Slides)
    • Segment - 08 - The Role of a Great Meeting - 10:54
    • The Role of a Great Meeting (Slides)
    • Segment - 09 - Helping our Prospect become your Client by providing Real Buying Options - 8:43
    • Helping our Prospect become your Client by providing Real Buying Options (Slides)
    • Segment - 10 - The Close - 10:28
    • The Close (Slides)
    • Segment - 11 - A review of the Importance of Sales in Banking - 4:13
    • A review of the Importance of Sales in Banking (Slides)
  • Relationship Management
    • Segment - 12 - Introduction to Relationship Management - 10:28
    • Introduction to Relationship Management (Slides)
    • Segment - 13 - The Overview of Relationship Management in Banking - 11:09
    • The Overview of Relationship Management in Banking (Slides)
    • Segment - 14 - The Risksrewards of Mastering Relationship Management - 11:04
    • The Risksrewards of Mastering Relationship Management (Slides)
    • Segment - 15 - An Introduction to the Principles of Positive Relationship - 8:58
    • An Introduction to the Principles of Positive Relationship (Slides)
    • Segment - 16A - Simple Steps in the Relationship Management Process - 6:06
    • Simple Steps in the Relationship Management Process (Slides)
    • Segment - 16B - Problem Resolution Process - 3:42
    • Problem Resolution Process (Slides)
    • Segment - 17 - The Principles of Managing Negative Relationships Part-1 - 8:01
    • The Principles of Managing Negative Relationships Part-1 (Slides)
    • Segment - 18 - The Principles of Managing Negative Relationships Part-2 - 9:07
    • The Principles of Managing Negative Relationships Part-2 (Slides)
    • Segment - 19 - The Resolutions Matrix - 6:02
    • The Resolutions Matrix (Slides)
    • Segment - 20 - Best Practices in Relationship Management - 5:51
    • Best Practices in Relationship Management (Slides)
    • Segment - 21 - Sales and Relationship Management Review - 11:26
    • Sales and Relationship Management Review (Slides)

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Content
3.0 hours
Lessons
36

Equity Swaps

A Broad Overview of This Rapidly-Evolving Section of the Derivatives Markets

By Starweaver Group | in Online Courses

This course will give you a broad overview of this rapidly-evolving section of the derivatives markets. Swaps in general will be introduced, and then the course will segue into an introduction to equity swaps, look at the various details of the contracts, the applications that market participants use them for, as well as pricing and valuation issues.

4.4/5 average rating: ★ ★ ★ ★

  • Access 36 lectures & 3 hours of content 24/7
  • Learn the basics & fundamental principles of equity swaps
  • Understand the pricing & valuation issues of equity swaps
  • Learn about equity swap structures & applications

"Provided a wide view of the concept, exactly what I need to learn where I would like to focus further study for application. Perfect structure for my learning style and exceeded my expectations." – Chad Adams

Starweaver
4.5/5 Instructor Rating: ★ ★ ★ ★

Starweaver is a technology and media company that delivers a completely new, immersive, addictive, and connected education experience online for technology and business professionals. The company helps in developing habits and skills that kick your talent into a star-level of performance. They deliver superlative, hands-on, and practical professional development and education focused on several key domains like data science, cloud computing, full stack, and more.

Important Details

  • Length of time users can access this course: lifetime
  • Access options: desktop & mobile
  • Certificate of completion included
  • Redemption deadline: redeem your code within 30 days of purchase
  • Updates included
  • Experience level required: all levels

Requirements

  • Knowledge of the English language<
  • Basic Math knowledge
  • Financial calculator

Course Outline

  • Introduction to Equity Swaps
    • Segment - 01 - Introduction to Swaps - 9:41
    • Introduction to Swaps (Slides)
    • Segment - 02 - Equity Swap Exposures and Users of Equity Swaps - 9:31
    • Equity Swap Exposures and Users of Equity Swaps (Slides)
    • Segment - 03 - Potential Advantages of Equity Swaps versus Alternatives - 8:40
    • Potential Advantages of Equity Swaps versus Alternatives (Slides)
  • Equity Swaps Contracts
    • Segment - 04 - Equity Swap Contract Features - 10:47
    • Equity Swap Contract Features (Slides)
    • Segment - 05 - Exposures Created by Equity Swaps - 12:04
    • Exposures Created by Equity Swaps (Slides)
    • Segment - 06 - Equity Swap Contract Illustration - 11:10
    • Equity Swap Contract Illustration (Slides)
    • Segment - 07 - Equity Swap Contract Illustration and Economic Equivalents - 11:25
    • Equity Swap Contract Illustration and Economic Equivalents (Slides)
  • OTC Clearinghouses
    • Segment - 08 - Swaps versus Economic Equivalents and OTC Clearinghouses - 10:18
    • Swaps versus Economic Equivalents and OTC Clearinghouses (Slides)
    • Segment - 09 - Cleared Swaps Compared to Ex-Clearinghouse Swaps - 12:34
    • Cleared Swaps Compared to Ex-Clearinghouse Swaps (Slides)
    • Segment - 10 - Functioning of OTC Clearinghouse - 8:14
    • Functioning of OTC Clearinghouse (Slides)
  • Equity Swap Structures and Applications
    • Segment - 11 - Variations in Equity Swap Structures, Swap Pricing and Valuation - 11:55
    • Variations in Equity Swap Structures, Swap Pricing and Valuation (Slides)
    • Segment - 12 - Swap Pricing Early Termination and Risk Management with Swaps - 11:05
    • Swap Pricing Early Termination and Risk Management with Swaps (Slides)
    • Segment - 13 - Tactical Asset Allocation Using Equity Swaps - 9:10
    • Tactical Asset Allocation Using Equity Swaps (Slides)
    • Segment - 14 - International Diversification Using Equity Swaps - 12:51
    • International Diversification Using Equity Swaps (Slides)
    • Segment - 15 - Diversifying Concentrated Portfolios Using Equity Swaps - 8:06
    • Diversifying Concentrated Portfolios Using Equity Swaps (Slides)
  • Variance Swaps
    • Segment - 16 - Rainbow Swaps and Variance Swaps - 9:26
    • Rainbow Swaps and Variance Swaps (Slides)
    • Segment - 17 - Introduction to Variance Swap and Contract Features - 9:54
    • Introduction to Variance Swap and Contract Features (Slides)
    • Segment - 18 - Gains and Losses Applications of Variance Swaps - 10:33
    • Gains and Losses Applications of Variance Swaps (Slides)

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2.0 hours
Lessons
30

Fundamental Financial Math

A Guide to the Building Blocks of Financial Math with In-Depth Analysis & Examples

By Starweaver Group | in Online Courses

This course will introduce you to a wide variety of calculations and related concepts that are used by financial market participants in a wide variety of applications - calculating prices, rates of return, and yields for example. These concepts and more will be discussed. The course contains 2 hours of video of content as well as supplementary PDF files of the instructor's presentation to help you follow along.

4.6/5 average rating: ★ ★ ★ ★

  • Access 30 lectures & 2 hours of content 24/7
  • Understand the relationship between price & yield on fixed income securities
  • Know what the interest rate & pricing conventions are for fixed income instruments
  • Explain different day count & compounding conventions used in fixed income securities
  • Learn the dramatic difference between yield to maturity & realized rate of return
  • Determine the price of both coupon bearing & zero coupon bonds
  • Learn various financial math applications

"This really is an amazing exceptional course to learn financial math, and I am overall pleased of all the material is explained here and the method behind it." – Nicholas Genovese, Jr

Starweaver
4.5/5 Instructor Rating: ★ ★ ★ ★

Starweaver is a technology and media company that delivers a completely new, immersive, addictive, and connected education experience online for technology and business professionals. The company helps in developing habits and skills that kick your talent into a star-level of performance. They deliver superlative, hands-on, and practical professional development and education focused on several key domains like data science, cloud computing, full stack, and more.

Important Details

  • Length of time users can access this course: lifetime
  • Access options: desktop & mobile
  • Certificate of completion included
  • Redemption deadline: redeem your code within 30 days of purchase
  • Updates included
  • Experience level required: all levels

Requirements

  • Financial calculator
  • Knowledge of the English language

Course Outline

  • Interest Rate Conventions and Time Value of Money
    • Segment - 01 - Introduction and Concepts - 10:38
    • Introduction and Concepts (Slides)
    • Segment - 02 - What are Interest Rates - 10:32
    • What are Interest Rates (Slides)
    • Segment - 03 - International Conventions - 9:50
    • International Conventions (Slides)
    • Segment - 04 - Time Value of Money - 10:43
    • Time Value of Money (Slides)
    • Segment - 05 - Basic Compounding - 10:58
    • Basic Compounding (Slides)
    • Segment - 06 - Continuous Compounding - 10:30
    • Continuous Compounding (Slides)
  • Debt Security Pricing
    • Segment - 07 - Pricing Zero Coupon Bonds - 9:00
    • Pricing Zero Coupon Bonds (Slides)
    • Segment - 08 - Pricing Cash Flows - 11:14
    • Pricing Cash Flows (Slides)
    • Segment - 09 - Bond Prices and Yields - 8:33
    • Bond Prices and Yields (Slides)
    • Segment - 10 - Pricing Discount Securities - 10:09
    • Pricing Discount Securities (Slides)
    • Segment - 11 - Bond Equivalent Yields - 9:45
    • Bond Equivalent Yields (Slides)
  • Bond Yields and Rates of Return
    • Segment - 12 - More on Bond Yields - 9:54
    • More on Bond Yields (Slides)
    • Segment - 13 - Yields vs Returns - 9:03
    • Yields vs Returns (Slides)
    • Segment - 14 - Yields and Assumptions - 10:06
    • Yields and Assumptions (Slides)
    • Segment - 15 - Yield to Maturity - 7:50
    • Yield to Maturity (Slides)

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4.0 hours
Lessons
51

Futures & Options

An Introduction to Derivatives, Their Common Features & How They Differ From Other Financial Instruments

By Starweaver Group | in Online Courses

This course will introduce derivatives in general, to demonstrate the common features of derivatives and how they differ from other sorts of financial instruments. The course will then segue into a detailed discussion – first on Futures contracts and then ultimately on Options contracts. Key characteristics will be identified, and contract features, pricing, applications, risk management, and hedging will be discussed.

4.3/5 average rating: ★ ★ ★ ★

  • Access 51 lectures & 4 hours of content 24/7
  • Learn a general overview of derivatives
  • Define what derivatives are & differentiate between different types
  • Know the features of futures contracts, as well as trading & cash flows
  • Learn the fundamentals of options, their contract features & pricing basics
  • Learn about futures contract pricing

"Good conceptual info beginners, especially for some with futures and options exposure" – Abdul Mustafa

Starweaver
4.5/5 Instructor Rating: ★ ★ ★ ★

Starweaver is a technology and media company that delivers a completely new, immersive, addictive, and connected education experience online for technology and business professionals. The company helps in developing habits and skills that kick your talent into a star-level of performance. They deliver superlative, hands-on, and practical professional development and education focused on several key domains like data science, cloud computing, full stack, and more.

Important Details

  • Length of time users can access this course: lifetime
  • Access options: desktop & mobile
  • Certificate of completion included
  • Redemption deadline: redeem your code within 30 days of purchase
  • Updates included
  • Experience level required: all levels

Requirements

  • Knowledge of English Language
  • Basic Math knowledge
  • Financial calculator

Course Outline

  • Introduction to Derivatives
    • Segment - 01 - Types of Derivative Contracts and their Characteristics - 10:44
    • Types of Derivative Contracts and their Characteristics (Slides)
    • Segment - 02 - Derivatives Compared to Securities - 9:16
    • Derivatives Compared to Securities (Slides)
    • Segment - 03 - Derivatives Defined - 9:37
    • Derivatives Defined (Slides)
  • Introduction to Futures Contracts
    • Segment - 04 - Futures Terminology and Contract Features - 9:17
    • Futures Terminology and Contract Features (Slides)
    • Segment - 05 - Physical Delivery to close a Futures Position - 9:10
    • Segment - 06 - Cash Settlement OTC Derivatives - 11:59
    • Segment - 07 - Futures Clearinghouse and third party contracts - 10:32
    • Futures Clearinghouse and third party contracts (Slides)
    • Segment - 08 - Futures Margins and Futures Contracts - 11:09
    • Futures Margins and Futures Contracts (Slides)
  • Future Contracts Trading and Cash Flows
    • Segment - 09 - Clearinghouse and Futures Trades - 11:07
    • Clearinghouse and Futures Trades (Slides)
    • Segment - 10 - Comparing Futures versus Underlying Positions - 10:11
    • Comparing Futures versus Underlying Positions (Slides)
    • Segment - 11 - Futures Position Cash Flows and Hedging with Futures - 10:16
    • Futures Position Cash Flows and Hedging with Futures (Slides)
    • Segment - 12 - Futures Positions Risk and the Cost Taking Position - 9:39
    • Futures Positions Risk and the Cost Taking Position (Slides)
  • Futures Pricing
    • Segment - 13 - Cost of Carrying Charges - 11:01
    • Cost of Carrying Charges (Slides)
    • Segment - 14 - Cost of Carry Pricing and the Forward Pricing Curve - 17:23
    • Cost of Carry Pricing and the Forward Pricing Curve (Slides)
  • Introduction to Options
    • Segment - 15 - Option Fundamentals Contract features and terminology - 7:33
    • Option Fundamentals Contract features and terminology (Slides)
    • Segment - 16 - Option Contract example Long Call Positions - 8:55
    • Option Contract example Long Call Positions (Slides)
    • Segment - 17 - Option Pricing Basics - 11:59
    • Option Pricing Basics (Slides)
    • Segment - 18 - Time, Intrinsic Value and Moneyness - 12:06
    • Time, Intrinsic Value and Moneyness (Slides)
    • Segment - 19 - Short Option Positions - 9:04
    • Short Option Positions (Slides)
    • Segment - 20 - Investment Characteristic of Options - 13:32
    • Investment Characteristic of Options (Slides)
    • Segment - 21 - Overview of Long Put, Short Call and Short Put Positions - 8:04
    • Overview of Long Put, Short Call and Short Put Positions (Slides)
  • Option Pricing and Applications
    • Segment - 22 - Option Pricing and Sensitivities of Option Greeks - 8:38
    • Option Pricing and Sensitivities of Option Greeks (Slides)
    • Segment - 23 - Option Deltas - 8:21
    • Option Deltas (Slides)
    • Segment - 24 - Delta Hedging - 7:52
    • Delta Hedging (Slides)
    • Segment - 25 - Delta Neutral Hedging Example - 9:19
    • Delta Neutral Hedging Example (Slides)
    • Segment - 26 - Black Scholes and Option Volatility Vega - 9:41
    • Black Scholes and Option Volatility Vega (Slides)
    • Segment - 27 - Implied Volatility and Volatility Trading - 11:09

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Interest Rate Swaps

Introduction to Interest Rate Swaps & Risk Management

By Starweaver Group | in Online Courses

This course looks at interest rate swaps in detail. First, swaps, in general, are introduced, then it will be covering the structure of the most common type of interest rate swap - the fixed or floating interest rate swap. This course will also consider a variety of different structures, pricing and valuation, and applications - both risk management and speculative.

4.4/5 average rating: ★ ★ ★ ★

  • Access 38 lectures & 3 hours of content 24/7
  • Learn about pricing interest rate swaps
  • Hedge cash flow uncertainty with interest rate swaps
  • Know the features & functions of OTC clearinghouses and how they work
  • Learn various risk concerns with interest rate swaps & solutions for risk management

"Just like for the equity swaps, I learned a lot from interest rate swaps. The facilitator is really effective in discussion the topic." – Ma. Lizel S. Ayala

Starweaver
4.5/5 Instructor Rating: ★ ★ ★ ★

Starweaver is a technology and media company that delivers a completely new, immersive, addictive, and connected education experience online for technology and business professionals. The company helps in developing habits and skills that kick your talent into a star-level of performance. They deliver superlative, hands-on, and practical professional development and education focused on several key domains like data science, cloud computing, full stack, and more.

Important Details

  • Length of time users can access this course: lifetime
  • Access options: desktop & mobile
  • Certificate of completion included
  • Redemption deadline: redeem your code within 30 days of purchase
  • Updates included
  • Experience level required: all levels

Requirements

  • Financial calculator
  • Knowledge of English language

Course Outline

  • Introduction to Interest Rate Swaps
    • Segment - 01 - Introduction to Swaps - 10:04
    • Introduction to Swaps (Slides)
    • Segment - 02 - Interest Rate Swap Basics - 8:56
    • Interest Rate Swap Basics (Slides)
    • Segment - 03 - Interest Rate Swap Contract Features - 10:22
    • Interest Rate Swap Contract Features (Slides)
  • Risk Management of Floating Rate Liabilities
    • Segment - 04 - Fixed for Floating Interest Rate Swaps - 10:36
    • Fixed for Floating Interest Rate Swaps (Slides)
    • Segment - 05 - Periodic Settlement Payments on Interest Rate Swaps - 9:30
    • Periodic Settlement Payments on Interest Rate Swaps (Slides)
    • Segment - 06 - Hedging Cash Flow Uncertainty with Interest Rate Swaps - 10:08
    • Hedging Cash Flow Uncertainty with Interest Rate Swaps (Slides)
    • Segment - 07 - Net Interest Cost of a Synthetic Fixed Coupon Bond - 11:38
    • Net Interest Cost of a Synthetic Fixed Coupon Bond (Slides)
  • OTC Clearinghouses
    • Segment - 08 - OTC Clearinghouses - 11:56
    • OTC Clearinghouses (Slides)
    • Segment - 09 - Cleared Swaps versus OTC Swaps Ex-clearinghouse - 10:59
    • Cleared Swaps versus OTC Swaps Ex-clearinghouse (Slides)
    • Segment - 10 - Functioning of OTC Clearinghouses - 10:42
    • Functioning of OTC Clearinghouses (Slides)
  • Swap Pricing and Valuation
    • Segment - 11 - Terminating a Swap before Maturity - 10:01
    • Terminating a Swap before Maturity (Slides)
    • Segment - 12 - Interest Rate Swap Pricing - 11:01
    • Segment - 13 - Pricing Fixed for Floating Interest rate Swaps - 10:48
    • Pricing Fixed for Floating Interest rate Swaps (Slides)
    • Segment - 14 - Valuing Swaps, Hedging Cashflow Uncertainty - 13:17
    • Valuing Swaps, Hedging Cashflow Uncertainty (Slides)
  • Risk Management with Interest Rate Swaps
    • Segment - 15 - Managing the Cashflow risk of Fixed and Floating Rate Assets - 9:48
    • Managing the Cashflow risk of Fixed and Floating Rate Assets (Slides)
    • Segment - 16 - Basis Swaps Fixed versus Floating Swaps - 7:38
    • Basis Swaps Fixed versus Floating Swaps (Slides)
    • Segment - 17 - Capital Market Equivalents for the Fixed and Floating Rate - 9:13
    • Segment - 18 - Value Hedging, Asset Swaps Payers - 11:28
    • Value Hedging, Asset Swaps Payers (Slides)
    • Segment - 19 - Variations in the structure of Interest Rate Swaps - 10:47
    • Variations in the structure of Interest Rate Swaps (Slides)
    • Segment - 20 - Structuring and Pricing basis Swaps - 8:54
    • Structuring and Pricing basis Swaps (Slides)

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Mortgage Backed Securities

Introduction to MBS, Pass-Through Securities & CMOs

By Starweaver Group | in Online Courses

Learn about a variety of the more commonly-encountered types of mortgage-backed securities, pass-through securities, and CMO's, as well as a lot of the concepts used to assess the attractiveness of mortgage-backed securities and a lot of the details to help understand mortgage-backed securities and how they work.

4.5/5 average rating: ★ ★ ★ ★

    Understand what mortgage backed securities (MBS) are & how they are structured
  • Learn about pricing & trading of MBS
  • Know what pass-through securities are, their risks & how prices and yields are calculated
  • Understand CMOs, their purpose, & use, and how the market functions for these products

"The agenda of this course is very explanatory, and the instructor is very knowledgeable of the topic and includes many examples." – Milciades Andrion

Starweaver
4.5/5 Instructor Rating: ★ ★ ★ ★

Starweaver is a technology and media company that delivers a completely new, immersive, addictive, and connected education experience online for technology and business professionals. The company helps in developing habits and skills that kick your talent into a star-level of performance. They deliver superlative, hands-on, and practical professional development and education focused on several key domains like data science, cloud computing, full stack, and more.

Important Details

  • Length of time users can access this course: lifetime
  • Access options: desktop & mobile
  • Certificate of completion included
  • Redemption deadline: redeem your code within 30 days of purchase
  • Updates included
  • Experience level required: all levels

Requirements

  • Knowledge of English language
  • Basic Math knowledge
  • Financial calculator

Course Outline

  • Introduction to Mortgages and Mortgage Backed Securities
    • Segment - 01 - Introduction to Mortgage Backed Securities - 11:11
    • Introduction to Mortgage Backed Securities (Slides)
    • Segment - 02 - Asset Securitization and Introduction to Mortgage Loans - 11:50
    • Asset Securitization and Introduction to Mortgage Loans (Slides)
    • Segment - 03 - Mortgage Loans - 9:39
    • Mortgage Loans (Slides)
  • Pass Through Securities
    • Segment - 04 - Introduction to Pass-through Securities - 8:17
    • Introduction to Pass-through Securities (Slides)
    • Segment - 05 - US Mortgage Agencies - 9:28
    • US Mortgage Agencies (Slides)
    • Segment - 06 - Agency Underwriting Guidelines - 9:07
    • Agency Underwriting Guidelines (Slides)
    • Segment - 07 - Structure of Pass-through Securities - 10:12
    • Structure of Pass-through Securities (Slides)
    • Segment - 08 - Mortgage Cash Flows Part-1 - 10:57
    • Mortgage Cash Flows Part-1 (Slides)
    • Segment - 09 - Mortgage Cash Flows Part-2 - 8:45
    • Mortgage Cash Flows Part-2 (Slides)
    • Segment - 10 - Mortgage Pool Cash Flows - 8:59
    • Mortgage Pool Cash Flows (Slides)
    • Segment - 11 - Mortgage Prepayments - 10:33
    • Mortgage Prepayments (Slides)
  • Analysis of Pass Through Securities
    • Segment - 12 - Risks of Pass Through Securities - 9:20
    • Risks of Pass Through Securities (Slides)
    • Segment - 13 - Pass Through Securities Prices and Yields - 7:41
    • Pass Through Securities Prices and Yields (Slides)
    • Segment - 14 - Pass Through Securities Cash Flows and Valuation - 9:32
    • Pass Through Securities Cash Flows and Valuation (Slides)
    • Segment - 15 - MBS Prepayments and Negative Convexity - 10:23
    • MBS Prepayments and Negative Convexity (Slides)
    • Segment - 16 - Prepayment Benchmarks - 8:53
    • Prepayment Benchmarks (Slides)
  • Collateralized Mortgage Obligations
    • Segment - 17 - Conditional Prepayment Rate and Introduction to CMOs - 8:31
    • Conditional Prepayment Rate and Introduction to CMOs (Slides)
    • Segment - 18 - CMOs and Sequential Pay Tranches - 10:44
    • CMOs and Sequential Pay Tranches (Slides)
    • Segment - 19 - Z-Bond Tranches - 9:14
    • Z-Bond Tranches (Slides)
    • Segment - 20 - PAC Bond Tranches - 11:22
    • PAC Bond Tranches (Slides)
    • Segment - 21 - Other types of Tranches - 6:37
    • Other types of Tranches (Slides)

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Yield Curve Dynamics

Covers a Variety of Issues Relating to Yield Curves, Their Instruction & Their Uses to Assess Risk and Return

By Starweaver Group | in Online Courses

This comprehensive course will cover a variety of issues relating to yield curves, their construction, and their use in a variety of analytical applications to assess risk and return. This is ideal for analysts and associates in commercial, corporate, and investment banking.

4.5/5 average rating: ★ ★ ★ ★

  • Access 38 lectures & 3 hours of content 24/7
  • Understand how yield curves depict fixed income instrument pricing & risk premiums
  • Explain duration as a measure of the sensitivity of the price (the value of principal) of a fixed-income investment to a change in interest rates
  • Describe the different types of duration, & how each is used in managing and/or quantifying risk
  • Discuss alternative yield curves that are used to price or assess the value of fixed income instruments
  • Apply total return analysis over a variety of interest rate scenarios to assess risk & return

"Very well explained and easy to follow. An awesome way to gain a deeper understanding of the yield curve." – Michael Gurganus

Starweaver
4.5/5 Instructor Rating: ★ ★ ★ ★

Starweaver is a technology and media company that delivers a completely new, immersive, addictive, and connected education experience online for technology and business professionals. The company helps in developing habits and skills that kick your talent into a star-level of performance. They deliver superlative, hands-on, and practical professional development and education focused on several key domains like data science, cloud computing, full stack, and more.

Important Details

  • Length of time users can access this course: lifetime
  • Access options: desktop & mobile
  • Certificate of completion included
  • Redemption deadline: redeem your code within 30 days of purchase
  • Updates included
  • Experience level required: all levels

Requirements

  • Basic Math knowledge
  • Financial calculator
  • Knowledge of English language

Course Outline

  • Introduction to Yield Curves
    • Segment - 01 - Introduction to Yield Curves - 9:44
    • Introduction to Yield Curves (Slides)
    • Segment - 02 - Types of Yield Curves and Yield Curve Spreads - 9:42
    • Types of Yield Curves and Yield Curve Spread (Slides)
  • Duration and its Applications
    • Segment - 03 - Introduction to Duration - 7:51
    • Introduction to Duration (Slides)
    • Segment - 04 - Types of Duration - 11:20
    • Types of Duration (Slides)
    • Segment - 05 - Modified Duration - 9:06
    • Modified Duration (Slides)
    • Segment - 06 - Duration Illustration - 10:20
    • Duration Illustration (Slides)
    • Segment - 07 - Duration of Callable Bonds - 10:19
    • Duration of Callable Bonds (Slides)
  • The Level of Rates and Shape of the Yield Curve
    • Segment - 08 - Yield Curve Shapes and the Level of Interest Rates - 8:15
    • Yield Curve Shapes and the Level of Interest Rates (Slides)
    • Segment - 09 - Yield Curve Theories - 11:09
    • Yield Curve Theories (Slides)
    • Segment - 10 - Yield Curves and the Business Cycle - 9:48
    • Yield Curves and the Business Cycle (Slides)
  • Spot Rates and Forward rates
    • Segment - 11 - Spot Rates and Spot Rate Curves - 9:57
    • Spot Rates and Spot Rate Curves (Slides)
    • Segment - 12 - Calculation of Spot Rates - 9:17
    • Calculation of Spot Rates (Slides)
    • Segment - 13 - Bond Valuation and Rich/Cheap Analysis - 11:18
    • Bond Valuation and Rich/Cheap Analysis (Slides)
    • Segment - 14 - Treasury Strips and the Strip Rate Curve - 11:19
    • Treasury Strips and the Strip Rate Curve (Slides)
    • Segment - 15 - Forward Rates - 10:01
    • Forward Rates (Slides)
    • Segment - 16 - Calculating Forward Rates - 10:27
    • Calculating Forward Rates (Slides)
    • Segment - 17 - Forward Rate Applications - 5:07
    • Forward Rate Applications (Slides)
  • Total Return Analysis
    • Segment - 18 - Total Return Analysis - 10:59
    • Total Return Analysis (Slides)
    • Segment - 19 - Total Return Analysis Illustration - 9:55
    • Total Return Analysis Illustration (Slides)

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Securities Trade Lifecycle

Processing Sequence, Impact, Primary Risks & Typical Mitigation Controls

By Starweaver Group | in Online Courses

This Securities Trade Lifecycle course covers all components of the Trade Lifecycle; the lifecycle processing sequence and processing impact; what causes (and prevents) Straight Through Processing; primary risks and typical mitigating controls; and introduces market-wide terms used in securities trade processing. This course is perfect for analysts and associates in commercial, corporate, and investment banking.

4.3/5 average rating: ★ ★ ★ ★

  • Access 44 lectures & 3 hours of content 24/7
  • Get a complete overview of the Trade Lifecycle with comprehensive illustrations & examples
  • Learn every aspect of trade settlement
  • Understand the importance, processes, & methods of trade reconciliation

"This course really filled in the gaps I had in understanding the trade life cycle. The instructor was so articulate and had impeccable command of the course material." – Christopher Schulze

Starweaver
4.5/5 Instructor Rating: ★ ★ ★ ★

Starweaver is a technology and media company that delivers a completely new, immersive, addictive, and connected education experience online for technology and business professionals. The company helps in developing habits and skills that kick your talent into a star-level of performance. They deliver superlative, hands-on, and practical professional development and education focused on several key domains like data science, cloud computing, full stack, and more.

Important Details

  • Length of time users can access this course: lifetime
  • Access options: desktop & mobile
  • Certificate of completion included
  • Redemption deadline: redeem your code within 30 days of purchase
  • Updates included
  • Experience level required: all levels

Requirements

  • Knowledge of the English language
  • Basic Math knowledge

Course Outline

  • Trade Execution
    • Segment - 01 - Security Lifecycle Intro - 14:25
    • Security Lifecycle Intro (Slides)
    • Segment - 02 - Trade and execution Intro - 11:23
    • Trade and execution Intro (Slides)
    • Segment - 03 - Order Execution and Allocation - 10:05
    • Order Execution and Allocation (Slides)
  • Trade Capture
    • stlc-seg-04-trade-capture-1 - 14:43
    • 04tradecapturepart1_CLEAN
    • stlc-seg-05-trade-capture-2-3 - 10:41
    • 05tradecapturepart2_CLEAN
  • Trade Enrichment
    • Segment - 06 - Trade Enrichment Intro - 10:28
    • Trade Enrichment Intro (Slides)
    • Segment - 07 - Types of Info Enriched by Settlement System - 15:55
    • Types of Info Enriched by Settlement System (Slides)
  • Trade Confirmation
    • Segment - 08 - Trade Confirmation Defined - 10:43
    • Trade Confirmation Defined (Slides)
    • Segment - 09 - Types of Info Stored & ETC's - 12:03
    • Types of Info Stored & ETC's (Slides)
    • Segment - 10 - OASYS, Discrepancies and Risk - 9:55
    • OASYS, Discrepancies and Risk (Slides)
  • Trade Settlement
    • Segment - 11 - Intro to Settlement Instructions - 8:40
    • Intro to Settlement Instructions (Slides)
    • Segment - 12 - Settlement Deadlines, Methods & Parties Responsibl - 14:44
    • Settlement Deadlines, Methods & Parties Responsible (Slides)
    • Segment - 13 - Pre-Settlement Statuses - 13:02
    • Pre-Settlement Statuses (Slides)
    • Segment - 14 - Matched & Unmatched Statuses - 6:14
    • Matched & Unmatched Statuses (Slides)
    • Segment - 15 - Intro to Failed Settlements - 6:52
    • Intro to Failed Settlements (Slides)
    • Segment - 16 - Markets, Causes & Preventing Failed Settlements - 14:45
    • Markets, Causes & Preventing Failed Settlements (Slides)
    • Segment - 17 - Partial Settlement & Forcing Settlement - 8:17
    • Partial Settlement & Forcing Settlement (Slides)
    • Segment - 18 - Forms & Procedures for Trade Settlements - 8:24
    • Forms & Procedures for Trade Settlements (Slides)
    • Segment - 19 - Reflecting Settlement - 9:31
    • Reflecting Settlement (Slides)
  • Reconciliation
    • Segment - 20 - Purpose & Types of Reconciliation - 7:01
    • Purpose & Types of Reconciliation (Slides)
    • Segment - 21 - Example & Importance of Reconciliation - 8:18
    • Example & Importance of Reconciliation (Slides)
    • Segment - 22 - Methods, Advantages & Risks of Reconciliation - 10:32
    • Methods, Advantages & Risks of Reconciliation (Slides)

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Introduction to the Capital Markets

A Brief Yet Deep Introduction of the Global Capital Markets

By Starweaver Group | in Online Courses

This course will give you a brief, but broad introduction of the capital markets - who are the primary participants, issuers, investors, intermediaries, what they trade there, and both the applications to which market participants make use of the instruments, as well as give you a sense of the role that capital markets play in the operation of the economic system as well as the financial system.

4.1/5 average rating: ★ ★ ★ ★

  • Access 42 lectures & 3 hours of content 24/7
  • Learn the players & participants within the capital markets
  • Learn what the capital markets are
  • Understand the role capital markets play in the economic & financial system
  • Know the types of instruments used

"Course was amazing. Very practical and easy to follow. The way the overall topic was taught increased my knowledge about the concepts and theories." – Oluwatobi Lawanson

Starweaver
4.5/5 Instructor Rating: ★ ★ ★ ★

Starweaver is a technology and media company that delivers a completely new, immersive, addictive, and connected education experience online for technology and business professionals. The company helps in developing habits and skills that kick your talent into a star-level of performance. They deliver superlative, hands-on, and practical professional development and education focused on several key domains like data science, cloud computing, full stack, and more.

Important Details

  • Length of time users can access this course: lifetime
  • Access options: desktop & mobile
  • Certificate of completion included
  • Redemption deadline: redeem your code within 30 days of purchase
  • Updates included
  • Experience level required: all levels

Requirements

  • Knowledge of English language

Course Outline

  • Capital Markets Overview
    • Segment - 01 - Major Market Segments and Types of Instruments - 11:58
    • Major Market Segments and Types of Instruments (Slides)
    • Segment - 02 - Economic Functions of Capital Markets - 10:39
    • Economic Functions of Capital Markets (Slides)
    • Segment - 03 - Securities Markets and Important Market Participants - 13:31
    • Securities Markets and Important Market Participants (Slides)
    • Segment - 04 - Commercial Banking and Investment Banking - 11:45
    • Commercial Banking and Investment Banking (Slides)
    • Segment - 05 - Primary and Secondary Markets - 8:32
    • Primary and Secondary Markets (Slides)
    • Segment - 06 - Primary Market Offerings - 10:46
    • Primary Market Offerings (Slides)
    • Segment - 07 - Roles of Financial Intermediaries - 12:01
    • Roles of Financial Intermediaries (Slides)
    • Segment - 08 - Comparing Securities to Derivatives - 12:41
    • Comparing Securities to Derivatives (Slides)
  • Fixed Income Markets
    • Segment - 09 - Introduction to Fixed Income Securities - 10:03
    • Introduction to Fixed Income Securities (Slides)
    • Segment - 10 - Fixed Income Securities: Sources of Return and Types of Risk - 11:15
    • Fixed Income Securities: Sources of Return and Types of Risk (Slides)
    • Segment - 11 - Government and Government Agency Securities - 10:51
    • Government and Government Agency Securities (Slides)
    • Segment - 12 - Corporate Securities and Structured Securities - 10:16
    • Corporate Securities and Structured Securities (Slides)
    • Segment - 13 - Bond Pricing and Valuation - 11:05
    • Bond Pricing and Valuation (Slides)
    • Segment - 14 - Yield Curves, Credit Markets and the Business Cycle - 10:21
    • Yield Curves, Credit Markets and the Business Cycle (Slides)
    • Segment - 15 - Yield Curves, Monetary Policy and the Real Economy - 10:51
    • Yield Curves, Monetary Policy and the Real Economy (Slides)
  • Equity Markets
    • Segment - 16 - Introduction to Equity Securities - 12:07
    • Introduction to Equity Securities (Slides)
    • Segment - 17 - Investment Characteristics and Valuation of Equity Securities - 9:18
    • Investment Characteristics and Valuation of Equity Securities (Slides)
    • Segment - 18 - Valuation of Equities Using Earnings Multiples (P/E Ratios) - 11:21
    • Valuation of Equities Using Earnings Multiples (P/E Ratios) (Slides)
  • Currency and Derivatives Markets.
    • Segment - 19 - Currency Markets and Factors Affecting Exchange Rates - 10:48
    • Currency Markets and Factors Affecting Exchange Rates (Slides)
    • Segment - 20 - Types of Derivative Contracts and Their Characteristics - 10:21
    • Types of Derivative Contracts and Their Characteristics (Slides)
    • Segment - 21 - The Real Meaning of "Derivatives" and Their Use in Managing Risk - 12:06
    • The Real Meaning of "Derivatives" and Their Use in Managing Risk (Slides)

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Introduction to Equity Securities

Understand the Various Relevant Equity Derivative Products & How They Work

By Starweaver Group | in Online Courses

This course on equity products introduces equities by providing an overview of the types of products, including both direct and indirect products. The program demonstrates the types of shares and exchanges and investors. It also discusses the importance of diversification and volatility, and the role each plays in equity portfolios. The course will then further cover equity indices and go into some depth in covering tracking funds and exchange-traded funds (ETFs). The program also introduces derivatives, forward contracts, futures, equity swaps, options, and structured products.

  • Access 32 lectures & 2 hours of content 24/7
  • Understand equity indices
  • Learn how to buy the market
  • Describe the full range of equity products available globally
  • Discuss the structure and pricing of equity pricing & indices
  • Articulate how equity products are traded
  • Understand the various relevant equity derivative products & how they work
Starweaver
4.5/5 Instructor Rating: ★ ★ ★ ★

Starweaver is a technology and media company that delivers a completely new, immersive, addictive, and connected education experience online for technology and business professionals. The company helps in developing habits and skills that kick your talent into a star-level of performance. They deliver superlative, hands-on, and practical professional development and education focused on several key domains like data science, cloud computing, full stack, and more.

Important Details

  • Length of time users can access this course: lifetime
  • Access options: desktop & mobile
  • Certificate of completion included
  • Redemption deadline: redeem your code within 30 days of purchase
  • Updates included
  • Experience level required: all levels

Requirements

  • Any device with basic specifications

Course Outline

  • Equities Introduction
    • Segment - 01 - Types of Products/Shares - 10:27
    • Types of Products/Shares (Slides)
    • Segment - 02 - Buying Shares & Equities - 8:03
    • Buying Shares & Equities (Slides)
    • Segment - 03 - Tesco Example - 7:59
    • Tesco Example (Slides)
    • Segment - 04 - Types of Shares and Exchanges - 11:23
    • Types of Shares and Exchanges (Slides)
    • Segment - 05 - Depository Receipts - 7:04
    • Depository Receipts (Slides)
    • Segment - 06 - Types of Investors, Diversification and Volatility - 7:03
    • Types of Investors, Diversification and Volatility (Slides)
  • Equity Indices
    • Segment - 07 - Types of Indices Part I - 7:23
    • Types of Indices Part I (Slides)
    • Segment - 08 - Types of Indices Part II - 8:52
    • Types of Indices Part II (Slides)
  • How to Buy the Market
    • Segment - 09 - Tracking Funds - 10:13
    • Tracking Funds (Slides)
    • Segment - 10 - Exchange Traded Funds (ETF's) - 6:57
    • Exchange Traded Funds (ETF's) (Slides)
    • Segment - 11 - Introduction to Derivatives - 7:07
    • Introduction to Derivatives (Slides)
    • Segment - 12 - Forward Contracts - 6:42
    • Forward Contracts (Slides)
    • Segment - 13 - Futures - 13:18
    • Futures (Slides)
    • Segment - 14 - Equity Swaps - 7:57
    • Equity Swaps (Slides)
    • Segment - 15 - Options - 12:32
    • Options (Slides)
    • Segment - 16 - Structured Products (Warrants, Certificates and Notes) - 15:43
    • Structured Products (Warrants, Certificates and Notes) (Slides)

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Access
Lifetime
Content
7.0 hours
Lessons
78

Commercial Credit Analysis & Underwriting

Develop Your Analytical Skills on Business & Financial Risks

By Starweaver Group | in Online Courses

This is a comprehensive course designed to furnish credit professionals with the necessary tools in order to undertake effective, conclusion-based credit analysis. Participants will develop their analytical skills through the application of a logically structured framework. Starting with the identification of the deal and credit structure, it logically works through the analysis process from business risk to financial risk then to structural risk. In addition, it will compare and contrast different industry dynamics.

4.6/5 average rating: ★ ★ ★ ★

  • Access 78 lectures & 7 hours of content 24/7
  • Understand the process of credit analysis including risk identification, analysis & mitigation
  • Develop skills to analyze business, financial & structural risks
  • Identify the appropriate information requirements for analysis & underwriting
  • Implement a structure for business risk analysis from macro, industry, & company-specific levels of detail
  • Apply industry & company specific risk analysis tools
  • Analyze the key functional areas of a business
  • Dig into a company’s key financial statements

"Exceedingly clear and concise. Amazed with how much useful, relevant information is packed into each session without having to speed talk." – Dawn Baeza-Triplett

Starweaver
4.5/5 Instructor Rating: ★ ★ ★ ★

Starweaver is a technology and media company that delivers a completely new, immersive, addictive, and connected education experience online for technology and business professionals. The company helps in developing habits and skills that kick your talent into a star-level of performance. They deliver superlative, hands-on, and practical professional development and education focused on several key domains like data science, cloud computing, full stack, and more.

Important Details

  • Length of time users can access this course: lifetime
  • Access options: desktop & mobile
  • Certificate of completion included
  • Redemption deadline: redeem your code within 30 days of purchase
  • Updates included
  • Experience level required: beginner

Requirements

  • Knowledge of the English language
  • Basic understanding of accounting & the structure of the three key financial statements
  • Financial calculator

Course Outline

  • General Principles of Lending
    • Segment - 01 - General Principles of Lending - Part 1 - 11:55
    • General Principles of Lending - Part 1 (Slides)
    • Segment - 02 - General Principles of Lending - Part 2 - 12:55
    • General Principles of Lending - Part 2 (Slides)
    • Segment - 03 - General Principles of Lending - Part 3 - 12:17
    • General Principles of Lending - Part 3 (Slides)
    • Segment - 04 - General Principles of Lending - Part 4 - 9:05
    • General Principles of Lending - Part 4 (Slides)
  • Accounting 1
    • Segment - 05 - Accounting 1 - Part 1 - 9:38
    • Accounting 1 - Part 1 (Slides)
    • Segment - 06 - Accounting 1 - Part 2 - 9:32
    • Accounting 1 - Part 2 (Slides)
    • Segment - 07 - Accounting 1 - Part 3 - 12:16
    • Accounting 1 - Part 3 (Slides)
    • Segment - 08 - Accounting 1 - Part 4 - 8:56
    • Accounting 1 - Part 4 (Slides)
    • Segment - 09 - Accounting 1 - Part 5 - 11:04
    • Accounting 1 - Part 5 (Slides)
    • Segment - 10 - Accounting 1 - Part 6 - 8:03
    • Accounting 1 - Part 6 (Slides)
    • Segment - 11 - Accounting 1 - Part 7 - 10:43
    • Accounting 1 - Part 7 (Slides)
    • Segment - 12 - Accounting 1 - Part 8 - 10:08
    • Accounting 1 - Part 8 (Slides)
    • Segment - 13 - Accounting 1 - Part 9 - 12:28
    • Accounting 1 - Part 9 (Slides)
    • Segment - 14 - Accounting 1 - Part 10 - 8:51
    • Accounting 1 - Part 10 (Slides)
    • Segment - 15 - Accounting 1 - Part 11 - 11:25
    • Accounting 1 - Part 11 (Slides)
  • Accounting 2
    • Segment - 16 - Accounting 2 - Part 1 - 11:41
    • Accounting 2 - Part 1 (Slides)
    • Segment - 17 - Accounting 2 - Part 2 - 11:11
    • Accounting 2 - Part 2 (Slides)
    • Segment - 18 - Accounting 2 - Part 3 - 8:34
    • Accounting 2 - Part 3 (Slides)
  • Business Risk Analysis
    • Segment - 19 - Business Risk Analysis - Part 1 - 11:00
    • Business Risk Analysis - Part 1 (Slides)
    • Segment - 20 - Business Risk Analysis - Part 2 - 10:35
    • Business Risk Analysis - Part 2 (Slides)
    • Segment - 21 - Business Risk Analysis - Part 3 - 12:15
    • Business Risk Analysis - Part 3 (Slides)
    • Segment - 22 - Business Risk Analysis - Part 4 - 8:49
    • Business Risk Analysis - Part 4 (Slides)
    • Segment - 23 - Business Risk Analysis - Part 5 - 8:03
    • Business Risk Analysis - Part 5 (Slides)
  • Financial Risk Analysis 1: Key Risk
    • Segment - 24 - Financial Risk Analysis 1: Key Risk - Part 1 - 11:55
    • Financial Risk Analysis 1: Key Risk - Part 1 (Slides)
    • Segment - 25 - Financial Risk Analysis 1: Key Risk - Part 2 - 12:52
    • Financial Risk Analysis 1: Key Risk - Part 2 (Slides)
    • Segment - 26 - Financial Risk Analysis 1: Key Risk - Part 3 - 11:52
    • Financial Risk Analysis 1: Key Risk - Part 3 (Slides)
    • Segment - 27 - Financial Risk Analysis 1: Key Risk - Part 4 - 7:58
    • Financial Risk Analysis 1: Key Risk - Part 4 (Slides)
  • Financial Risk Analysis 2: Ratio Analysis
    • Segment - 28 - Financial Risk Analysis 2: Ratio Analysis - Part 1 - 13:57
    • Financial Risk Analysis 2: Ratio Analysis - Part 1 (Slides)
    • Segment - 29 - Financial Risk Analysis 2: Ratio Analysis - Part 2 - 8:49
    • Segment - 30 - Financial Risk Analysis 2: Ratio Analysis - Part 3 - 5:46
    • Segment - 31 - Financial Risk Analysis 2: Ratio Analysis - Part 4 - 10:02
    • Financial Risk Analysis 2: Ratio Analysis - Part 4 (Slides)
  • Financial Risk Analysis 3: Cash Flow & Liquidity
    • Segment - 32 - Financial Risk Analysis 3: Cash Flow & Liquidity - Part 1 - 9:19
    • Financial Risk Analysis 3: Cash Flow & Liquidity - Part 1 (Slides)
    • Segment - 33 - Financial Risk Analysis 3: Cash Flow & Liquidity - Part 2 - 9:12
    • Financial Risk Analysis 3: Cash Flow & Liquidity - Part 2 (Slides)
    • Segment - 34 - Financial Risk Analysis 3: Cash Flow & Liquidity - Part 3 - 11:50
    • Segment - 35 - Financial Risk Analysis 3: Cash Flow & Liquidity - Part 4 - 10:04
    • Segment - 36 - Financial Risk Analysis 3: Cash Flow & Liquidity - Part 5 - 13:46
    • Financial Risk Analysis 3: Cash Flow & Liquidity - Part 5 (Slides)
    • Segment - 37 - Financial Risk Analysis 3: Cash Flow & Liquidity - Part 6 - 11:25
    • Financial Risk Analysis 3: Cash Flow & Liquidity - Part 6 (Slides)
    • Segment - 38 - Financial Risk Analysis 3: Cash Flow & Liquidity - Part 7 - 13:51
    • Financial Risk Analysis 3: Cash Flow & Liquidity - Part 7 (Slides)
  • Financial Risk Analysis 4: Management Accounts & Projection
    • Financial Risk Analysis 4: Management Accounts & Projection - Part 1 (Slides)
    • Segment - 40 - Financial Risk Analysis 4: Management Accounts & Projection - Part 2 - 13:03
    • Financial Risk Analysis 4: Management Accounts & Projection - Part 2 (Slides)
    • Segment - 41 - Financial Risk Analysis 4: Management Accounts & Projection - Part 3 - 9:49
    • Segment - 42 - Financial Risk Analysis 4: Management Accounts & Projection - Part 4 - 11:48
    • Financial Risk Analysis 4: Management Accounts & Projection - Part 4 (Slides)

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Terms

  • Unredeemed licenses can be returned for store credit within 30 days of purchase. Once your license is redeemed, all sales are final.