Interact with Experts: Learn from NYIF experts and senior Wall Street practitioners from anywhere through our live, online training sessions.
Get Certified: Obtain a Professional Certificate of Mastery and equip yourself with world-class professional knowledge in just 3 weeks. Free exam prep offered at the end of each course.
Manageable Time Commitment: Classes are conveniently scheduled as 2-hour sessions on weekdays (Tuesday through Thursday) or on weekends (Friday through Sunday), 3 days a week.
Affordable & Risk Free Trial: Earn a Professional Certificate of Mastery for less than 50% the cost of our in-person courses. You’re allowed to withdraw & receive a full refund after the first two sessions.
Interact with Experts: Learn from NYIF experts and senior Wall Street practitioners from anywhere through our live, online training sessions.
Get Certified: Obtain a Professional Certificate of Mastery and equip yourself with world-class professional knowledge in just 3 weeks. Free exam prep offered at the end of each course.
Manageable Time Commitment: Classes are conveniently scheduled as 2-hour sessions on weekdays (Tuesday through Thursday) or on weekends (Friday through Sunday), 3 days a week.
Affordable & Risk Free Trial: Earn a Professional Certificate of Mastery for less than 50% the cost of our in-person courses. You’re allowed to withdraw & receive a full refund after the first two sessions.
Learn how to identify, measure and manage the interest rate risk, credit risk and liquidity risk on the balance sheets of firms, with particular emphasis on the balance sheets of financial institutions.
WEEK 1
Module 1: Risk Fundamentals
Module 2: Introduction to ALM
Module 3: Review of Fixed Income Essentials
WEEK 2
Module 1: Interest Rate Risk
Module 2: Funding Gap Analysis
Module 3: Duration Gap Analysis
Module 4: Securitization: An ALM Tool
Module 5: Case Studies
WEEK 3
Module 1: Interest Rate Risk- Overview & Measurement
Module 2: Measuring Risk Techniques
Learn how to identify, measure and manage the interest rate risk, credit risk and liquidity risk on the balance sheets of firms, with particular emphasis on the balance sheets of financial institutions.
WEEK 1
Module 1: Risk Fundamentals
Module 2: Introduction to ALM
Module 3: Review of Fixed Income Essentials
WEEK 2
Module 1: Interest Rate Risk
Module 2: Funding Gap Analysis
Module 3: Duration Gap Analysis
Module 4: Securitization: An ALM Tool
Module 5: Case Studies
WEEK 3
Module 1: Interest Rate Risk- Overview & Measurement
Module 2: Measuring Risk Techniques
NYIF Curriculum Director
Senior adviser for portfolio managers at emerging markets equity funds and global macro hedge funds.
Industry Background:
Academic Background:
NYIF Curriculum Director
Senior adviser for portfolio managers at emerging markets equity funds and global macro hedge funds.
Industry Background:
Academic Background:
Learn to price forward and futures contracts. Be familiar with futures contract specifications and market conventions. Understand the valuation of a variety of swap contracts. Learn how to extract credit risk measures from CDS spreads and asset swap spreads. Understand common trading strategies using futures, forwards, swaps and options. Develop a conceptual understanding of the Black-Scholes-Merton option valuation model. Use option sensitivities (the Greeks) to determine the impact of changing model parameters on option prices. Define the risk management measures (The Greeks) and employ them to evaluate movement in option prices. Identify unique risk/reward characteristics of each commonly used option strategy. Differentiate among market participants and the options strategies they are likely to employ. Analyze historical volatility to estimate forecast volatility. Analyze implied volatility: skew and term structure to determine potential volatility trading strategies. Identify the reasons for the various shapes of skew (smile) and term structure. Employ a variety of volatility studies from implied versus historical to intra-day volatility. Identify useful tools for trading and hedging volatility-based strategies.
Instruction Method: Virtual
Instructor (s): Jack Farmer & Greg Ciresi
Fees: $1,550
Registration Includes:
Participants must complete the virtual sessions and eLearning modules as well as pass the examination to receive a NYIF Professional Certificate of Mastery
RECOMMENDED PREREQUISITE
SUPPLIMENTAL DIGITAL LEARNING COURSE I
FORWARDS AND FUTURES
Learn to price forward and futures contracts
Use forwards and futures for hedging and speculation
RECOMMENDED PREREQUISITE
SUPPLIMENTAL DIGITAL LEARNING COURSE II
INTEREST RATE SWAP
Learn to price interest rate swaps.
Use interest rate swaps for hedging and speculation.
VIRTUAL Course 1: Swaps
Module 1: Advanced Swap Topics: Asset Swaps, Amortizing Swaps
Understand how asset swaps are priced and customized for a specific bond.
Module 2: Foreign Exchange Swap
Understand how bonds and loans can be swapped into different currencies.
Module 3: Credit Swaps
Understand how credit risk of a bond issuer can be traded separately from its bonds. How a portfolio or basket of credit risks can be hedged with a single instrument.
VIRTUAL COURSE 2: OPTIONS
Module 4: Option Fundamentals
Understand option terminology and payoff profiles.
Use option sensitivities (the Greeks) to determine the impact of changing model parameters on option prices.
Module 5: Option Pricing Models
Understand how options are priced
Module 6: Option Portfolio Risk Management
Develop a conceptual understanding of the Black-Scholes-Merton option valuation model for pricing and risk management of option portfolios.
VIRTUAL COURSE 3: ADVANCED OPTIONS TRADING
Module 7: Volatility Trading and Applications
Understand the strategies used by speculators and hedgers.
Module 8: Advanced Volatility Concepts: Analytics
Module 9: Advanced Volatility Concepts: Implied Volatility Surface
NYIF Curriculum Director
Senior adviser for portfolio managers at emerging markets equity funds and global macro hedge funds.
Industry Background:
Academic Background:
NYIF Curriculum Director
Senior adviser for portfolio managers at emerging markets equity funds and global macro hedge funds.
Industry Background:
Academic Background:
Comprehensive analysis of the major facets of the Mergers & Acquisitions industry and the skills engaged in executing all areas of transactions from pre to post-merger integration.
Registration Includes:
Participants must complete the virtual sessions as well as pass the examination to receive a NYIF Professional Certificate of Mastery
VIRTUAL COURSE 1: MERGERS AND ACQUISITIONS – CONCEPTS AND THEORIES PART I
Module 1
Module 2
Module 3
VIRTUAL COURSE 2: MERGERS AND Acquisitions – Concepts and Theories Part II
Module 4
Module 5
Module 6
VIRTUAL COURSE 3: MERGERS AND ACQUISITIONS – STRUCTURING THE DEAL PART III
Module 7
Module 8
Module 9
SUPPLEMENTAL DIGITAL E-LEARNING COURSE I
FREE CASH FLOW MODELING
SUPPLEMENTAL DIGITAL E-LEARNING COURSE 2
ACCOUNTING FOR MERGERS AND ACQUISITIONS
NYIF Senior Lecturer
Managing director at Bardi Co. LLC, a boutique investment bank based in Los Angeles that is specialized in private placements and M&A
Faculty at the Graziadio School of Business, Pepperdine University, where he teaches finance at the graduate level.
Industry Background:
Academic Background:
NYIF Senior Lecturer
Managing director at Bardi Co. LLC, a boutique investment bank based in Los Angeles that is specialized in private placements and M&A
Faculty at the Graziadio School of Business, Pepperdine University, where he teaches finance at the graduate level.
Industry Background:
Academic Background:
In Corporate Treasury Course, you will learn how to manage treasury activities more effectively using new approaches and technologies – global scope with a special focus on the U.S. financial environment.
Week 1
Module 1: The Role of Treasury/ Treasury Strategies
Module 2: Treasury Operations/ Banks and Fiancial Institutions
Module 3: CashFlow Forcasting/ Liquidity Management
Week 2
Module 4: Working Capital / Working Capital Metrics/Supply Chain Finance/Inventory Management
Module 5: Short Term Borrowing/Investment Grade and Non-Investment Grade Debt
Module 6: Short Term Investing/Money Markets/Managing an Investment Portfolio
Week 2
Module 7: Short Term Investing/Money Markets/Managing an Investment Portfolio
Module 8: Global Treasury (In-House Bank)/KPIs
Module 9: Technology in Treasury: APIs/Treasury Management Systems, Blockchain, Innovations and Payments
In Corporate Treasury Course, you will learn how to manage treasury activities more effectively using new approaches and technologies – global scope with a special focus on the U.S. financial environment.
Week 1
Module 1: The Role of Treasury/ Treasury Strategies
Module 2: Treasury Operations/ Banks and Fiancial Institutions
Module 3: CashFlow Forcasting/ Liquidity Management
Week 2
Module 4: Working Capital / Working Capital Metrics/Supply Chain Finance/Inventory Management
Module 5: Short Term Borrowing/Investment Grade and Non-Investment Grade Debt
Module 6: Short Term Investing/Money Markets/Managing an Investment Portfolio
Week 2
Module 7: Short Term Investing/Money Markets/Managing an Investment Portfolio
Module 8: Global Treasury (In-House Bank)/KPIs
Module 9: Technology in Treasury: APIs/Treasury Management Systems, Blockchain, Innovations and Payments
NYIF Executive Director
Executive Director for Product Development team at Morgan Stanley and an expert in corporate finance, financial statement analysis, and leveraged buyout analysis.
Industry Background:
Academic Background:
NYIF Executive Director
Executive Director for Product Development team at Morgan Stanley and an expert in corporate finance, financial statement analysis, and leveraged buyout analysis.
Industry Background:
Academic Background:
Gain a solid grounding in credit risk fundamentals with the tools and techniques required to perform a credit analysis – utilizing analytical tools to project future performance. Prerequisite knowledge: Basic accounting
WEEK 1: February 19-21, 2024 (Mon, Tue, Wed): 9am – 12pm ET
Module 1: Historical financial analysis
Module 2: Cash flow analysis
Module 3: Off-balance-sheet risks
Module 4: Additional Risks to Consider
WEEK 2: February 26-28, 2024 (Mon, Tue, Wed): 9am – 12pm ET
Module 1: Forecasting
Module 2: Structuring & Documentation
Module 3: Derivatives
Module 4: Case Presentations
Gain a solid grounding in credit risk fundamentals with the tools and techniques required to perform a credit analysis – utilizing analytical tools to project future performance. Prerequisite knowledge: Basic accounting
WEEK 1
Module 1: Cash Flow Analysis
Module 2: Historical Financial Analysis
WEEK 2
Module 1: Off-Balance Sheet Items
Module 2: Additional Risks to Consider
Module 3: Forecasting
WEEK 3
Module 1: Structuring and Documentation
Module 2: Derivatives
Module 3: Presentations
Module 4: Desk Ready Skills Knowledge Check
NYIF Senior consultant
Senior consultant specializing in risk management, credit portfolio management, and corporate finance. He has extensive experience in the securities industry and broker/dealer clients and counterparties.
Industry Background:
Academic Background:
NYIF Senior consultant
Senior consultant specializing in risk management, credit portfolio management, and corporate finance. He has extensive experience in the securities industry and broker/dealer clients and counterparties.
Industry Background:
Academic Background:
This course will teach you the essential elements of Python and R to build practically useful applications and conduct data analysis for finance.
Duration: 8:00 AM – 10:00 AM EST (Tues, Wed, and Thurs only)
Start Date: March 19
End Date: April 4
WEEK 1
Module 1: Introduction to Python
Module 2: Essential Python Toolkit
Module 3: Arrays, Vectorization, and Random Numbers
WEEK 2
Module 1: Introduction to Python
Module 2: Data Analysis with Python
Module 3: Python Applications
WEEK 3
Module 1: R Basics
Module 2: Data Analysis with R
Module 3: R Applications
This course will teach you the essential elements of Python and R to build practically useful applications and conduct data analysis for finance.
Duration: 8:00 AM – 10:00 AM EST
End Date: April 4
WEEK 1
Module 1: Introduction to Python
Module 2: Essential Python Toolkit
Module 3: Arrays, Vectorization, and Random Numbers
WEEK 2
Module 1: Introduction to Python
Module 2: Data Analysis with Python
Module 3: Python Applications
WEEK 3
Module 1: R Basics
Module 2: Data Analysis with R
Module 3: R Applications
NYIF Managing Director
Managing director at Diaconia Solutions, with over 17 years of experience in designing and implementing forecasting models and AI/ML platforms.
Industry Background:
Academic Background:
NYIF Managing Director
Managing director at Diaconia Solutions, with over 17 years of experience in designing and implementing forecasting models and AI/ML platforms.
Industry Background:
Academic Background:
Choose the best derivative to hedge against risk in real-life financial situations. Calculate the profit or loss on futures trades. Construct a swap and calculate the benefit of the swap to each counterparty. Diversify your investment fund both geographically and by asset class. Describe the role of equity from both the issuer’s and investor’s perspectives. Distinguish among the different types of stock markets. Describe the main methods used in equity valuation. Explain the major steps in the IPO process. Identify the key participants in the IPO process. Apply knowledge to today’s financial situations
Duration: 8:00 AM – 10:00 AM EST (Fri, Sat, Sun only)
End Date: April 7
Fees: $1,550
Registration Includes:
Participants must complete the virtual sessions and eLearning modules as well as pass the examination to receive a NYIF Professional Certificate of Mastery
VIRTUAL COURSE 1: EQUITY VALUATION AND INVESTMENT
Identify the purposes and uses of the stock indexes and index products for both targeted and diversified investment strategies
Module 1: Equity Indexes
Module 2: Equity Valuation
Understand the main financial models used to value stocks relative to market prices.
Module 3: Equity Investment Vehicles
Explore the alternative ways that equity investments can be structured to diversify, maximize return on capital and participate in private and pre-IPO transactions.
VIRTUAL COURSE 2: EQUITY AND DEBT IPOs AND SECONDARY OFFERINGS
Module 4: Equity and Debt IPOs
Identify the key participants and the major steps in the IPO process and the types of and motivations for secondary shares offerings.
Key Participants
Timing and major steps in IPO process
Module 5: Equity and Debt Secondary Offerings
Module 6: IPO Workshop
VIRTUAL COURSE 3: INTRODUCTION TO DERIVATIVES
Module 7: Futures and Forwards
Identify the different types of futures and forward contracts for equities, bonds and equity indexes. Understand how forward contracts for equities, bonds and equity indexes
Module 8: Options
Understand how an options work and how options on stocks, bonds and interest rates can be used to hedge investment risks.
Module 9: Swaps and Credit Derivatives
Understand the mechanics and pricing of interest rate and FX swaps.
Identify the risk management and investment use cases for swaps.
SUPPLEMENTAL LEARNING COURSE I
MONEY MARKETS, FOREIGN EXCHANGE AND TIME VALUE OF MONEY
Module 1: The Major Capital Markets
Module 2: Introduction to Money Markets
Module 3: Introduction to Foreign Exchange
Module 4: Time Value of Money
SUPPLEMENTAL LEARNING COURSE II
BOND AND EQUITY MARKETS, AND FINANCIAL REGULATION
Module 1: Bond Markets
Module 2: Bond Issuance Risks
Module 3: Equity Securities
Module 4: Equity Markets & Trading
Module 5: Regulation of Financial Markets
NYIF Senior Lecturer
Investor, researcher, a Chartered Market Technician (CMT) and a contributing editor for Winning Investor Daily.
Industry Background:
Academic Background:
NYIF Curriculum Director
Senior adviser for portfolio managers at emerging markets equity funds and global macro hedge funds.
Industry Background:
Academic Background:
Apply technical analysis as an important component of security analysis, especially when combined with fundamental analysis. Understand how chart patterns reflect the principles of behavioral finance. Apply specific technical strategies to the investment selection process. Develop trading strategies based on technical theories. Evaluate indicators and patterns based on quantitative analysis.
Discuss the definitions of subjective and objective analysis and review how the different types of analysis can be incorporated into trading decisions. Apply the principles of objective analysis to market data to understand the design of investment trading systems. Develop complete trading strategies including entry and exit rules, position sizing strategies, and risk management techniques. Analyze the historic performance of trading systems in terms of potential rewards and risks.
Fees: $1,550
Registration Includes:
Participants must complete the virtual sessions as well as pass the examination to receive a NYIF Professional Certificate of Mastery
VIRTUAL COURSE 1
TRADING: FUNDAMENTALS OF TECHNICAL ANALYSIS:
Module 1(A): How Technical Analysis Works
Duration : 1 Hour
Module 1(b): Introduction to Charts
Duration : 1 Hour
Module 2: Chart Patterns
Duration : 2 Hour
Module 3: Introduction To Technical Indicators
Duration : 2 Hour
VIRTUAL COURSE 2
TRADING: FUNDAMENTALS OF TECHNICAL ANALYSIS (CONT.)
Module 4: Advanced Technical Indicators
Duration : 2 Hour
Module 5: Comparative Technical Indicators
Duration : 2 Hours
Module 6: Technical Theories
Duration : 2 Hours
VIRTUAL COURSE 3
TRADING: QUANTITATIVE TECHNICAL ANALYSIS
Module 7(A): Subjective VS Objective Analysi
Duration : 1 Hour
Module 7(B): Algorithmic Trading
Duration : 1 Hour
Module 8: Backtesting
Duration : 2 Hours
Module 9: Implementing Quantitative Technical Analysis Strategies
Duration : 2 Hours
NYIF Senior Lecturer
Investor, researcher, a Chartered Market Technician (CMT) and a contributing editor for Winning Investor Daily.
Industry Background:
Academic Background:
NYIF Senior Lecturer
Investor, researcher, a Chartered Market Technician (CMT) and a contributing editor for Winning Investor Daily.
Industry Background:
Academic Background:
In Corporate Treasury Course, you will learn how to manage treasury activities more effectively using new approaches and technologies – global scope with a special focus on the U.S. financial environment.
Week 1
Module 1: The Role of Treasury/ Treasury Strategies
Module 2: Treasury Operations/ Banks and Fiancial Institutions
Module 3: CashFlow Forcasting/ Liquidity Management
Week 2
Module 4: Working Capital / Working Capital Metrics/Supply Chain Finance/Inventory Management
Module 5: Short Term Borrowing/Investment Grade and Non-Investment Grade Debt
Module 6: Short Term Investing/Money Markets/Managing an Investment Portfolio
Week 2
Module 7: Short Term Investing/Money Markets/Managing an Investment Portfolio
Module 8: Global Treasury (In-House Bank)/KPIs
Module 9: Technology in Treasury: APIs/Treasury Management Systems, Blockchain, Innovations and Payments
In Corporate Treasury Course, you will learn how to manage treasury activities more effectively using new approaches and technologies – global scope with a special focus on the U.S. financial environment.
Week 1
Module 1: The Role of Treasury/ Treasury Strategies
Module 2: Treasury Operations/ Banks and Fiancial Institutions
Module 3: CashFlow Forcasting/ Liquidity Management
Week 2
Module 4: Working Capital / Working Capital Metrics/Supply Chain Finance/Inventory Management
Module 5: Short Term Borrowing/Investment Grade and Non-Investment Grade Debt
Module 6: Short Term Investing/Money Markets/Managing an Investment Portfolio
Week 2
Module 7: Short Term Investing/Money Markets/Managing an Investment Portfolio
Module 8: Global Treasury (In-House Bank)/KPIs
Module 9: Technology in Treasury: APIs/Treasury Management Systems, Blockchain, Innovations and Payments
NYIF Executive Director
Executive Director for Product Development team at Morgan Stanley and an expert in corporate finance, financial statement analysis, and leveraged buyout analysis.
Industry Background:
Academic Background:
NYIF Executive Director
Executive Director for Product Development team at Morgan Stanley and an expert in corporate finance, financial statement analysis, and leveraged buyout analysis.
Industry Background:
Academic Background:
Learn how to identify, measure and manage the interest rate risk, credit risk and liquidity risk on the balance sheets of firms, with particular emphasis on the balance sheets of financial institutions.
WEEK 1
Module 1: Risk Fundamentals
Module 2: Introduction to ALM
Module 3: Review of Fixed Income Essentials
WEEK 2
Module 1: Interest Rate Risk
Module 2: Funding Gap Analysis
Module 3: Duration Gap Analysis
Module 4: Securitization: An ALM Tool
Module 5: Case Studies
WEEK 3
Module 1: Interest Rate Risk- Overview & Measurement
Module 2: Measuring Risk Techniques
Learn how to identify, measure and manage the interest rate risk, credit risk and liquidity risk on the balance sheets of firms, with particular emphasis on the balance sheets of financial institutions.
WEEK 1
Module 1: Risk Fundamentals
Module 2: Introduction to ALM
Module 3: Review of Fixed Income Essentials
WEEK 2
Module 1: Interest Rate Risk
Module 2: Funding Gap Analysis
Module 3: Duration Gap Analysis
Module 4: Securitization: An ALM Tool
Module 5: Case Studies
WEEK 3
Module 1: Interest Rate Risk- Overview & Measurement
Module 2: Measuring Risk Techniques
NYIF Curriculum Director
Senior adviser for portfolio managers at emerging markets equity funds and global macro hedge funds.
Industry Background:
Academic Background:
NYIF Curriculum Director
Senior adviser for portfolio managers at emerging markets equity funds and global macro hedge funds.
Industry Background:
Academic Background:
Learn to price forward and futures contracts. Be familiar with futures contract specifications and market conventions. Understand the valuation of a variety of swap contracts. Learn how to extract credit risk measures from CDS spreads and asset swap spreads. Understand common trading strategies using futures, forwards, swaps and options. Develop a conceptual understanding of the Black-Scholes-Merton option valuation model. Use option sensitivities (the Greeks) to determine the impact of changing model parameters on option prices. Define the risk management measures (The Greeks) and employ them to evaluate movement in option prices. Identify unique risk/reward characteristics of each commonly used option strategy. Differentiate among market participants and the options strategies they are likely to employ. Analyze historical volatility to estimate forecast volatility. Analyze implied volatility: skew and term structure to determine potential volatility trading strategies. Identify the reasons for the various shapes of skew (smile) and term structure. Employ a variety of volatility studies from implied versus historical to intra-day volatility. Identify useful tools for trading and hedging volatility-based strategies.
Instruction Method: Virtual
Instructor (s): Jack Farmer & Greg Ciresi
Fees: $1,550
Registration Includes:
Participants must complete the virtual sessions and eLearning modules as well as pass the examination to receive a NYIF Professional Certificate of Mastery
RECOMMENDED PREREQUISITE
SUPPLIMENTAL DIGITAL LEARNING COURSE I
FORWARDS AND FUTURES
Learn to price forward and futures contracts
Use forwards and futures for hedging and speculation
RECOMMENDED PREREQUISITE
SUPPLIMENTAL DIGITAL LEARNING COURSE II
INTEREST RATE SWAP
Learn to price interest rate swaps.
Use interest rate swaps for hedging and speculation.
VIRTUAL Course 1: Swaps
Module 1: Advanced Swap Topics: Asset Swaps, Amortizing Swaps
Understand how asset swaps are priced and customized for a specific bond.
Module 2: Foreign Exchange Swap
Understand how bonds and loans can be swapped into different currencies.
Module 3: Credit Swaps
Understand how credit risk of a bond issuer can be traded separately from its bonds. How a portfolio or basket of credit risks can be hedged with a single instrument.
VIRTUAL COURSE 2: OPTIONS
Module 4: Option Fundamentals
Understand option terminology and payoff profiles.
Use option sensitivities (the Greeks) to determine the impact of changing model parameters on option prices.
Module 5: Option Pricing Models
Understand how options are priced
Module 6: Option Portfolio Risk Management
Develop a conceptual understanding of the Black-Scholes-Merton option valuation model for pricing and risk management of option portfolios.
VIRTUAL COURSE 3: ADVANCED OPTIONS TRADING
Module 7: Volatility Trading and Applications
Understand the strategies used by speculators and hedgers.
Module 8: Advanced Volatility Concepts: Analytics
Module 9: Advanced Volatility Concepts: Implied Volatility Surface
NYIF Curriculum Director
Senior adviser for portfolio managers at emerging markets equity funds and global macro hedge funds.
Industry Background:
Academic Background:
NYIF Curriculum Director
Senior adviser for portfolio managers at emerging markets equity funds and global macro hedge funds.
Industry Background:
Academic Background:
Comprehensive analysis of the major facets of the Mergers & Acquisitions industry and the skills engaged in executing all areas of transactions from pre to post-merger integration.
Registration Includes:
Participants must complete the virtual sessions as well as pass the examination to receive a NYIF Professional Certificate of Mastery
VIRTUAL COURSE 1: MERGERS AND ACQUISITIONS – CONCEPTS AND THEORIES PART I
Module 1
Module 2
Module 3
VIRTUAL COURSE 2: MERGERS AND Acquisitions – Concepts and Theories Part II
Module 4
Module 5
Module 6
VIRTUAL COURSE 3: MERGERS AND ACQUISITIONS – STRUCTURING THE DEAL PART III
Module 7
Module 8
Module 9
SUPPLEMENTAL DIGITAL E-LEARNING COURSE I
FREE CASH FLOW MODELING
SUPPLEMENTAL DIGITAL E-LEARNING COURSE 2
ACCOUNTING FOR MERGERS AND ACQUISITIONS
NYIF Senior Lecturer
Managing director at Bardi Co. LLC, a boutique investment bank based in Los Angeles that is specialized in private placements and M&A
Faculty at the Graziadio School of Business, Pepperdine University, where he teaches finance at the graduate level.
Industry Background:
Academic Background:
NYIF Senior Lecturer
Managing director at Bardi Co. LLC, a boutique investment bank based in Los Angeles that is specialized in private placements and M&A
Faculty at the Graziadio School of Business, Pepperdine University, where he teaches finance at the graduate level.
Industry Background:
Academic Background:
This course will teach you the essential elements of Python and R to build practically useful applications and conduct data analysis for finance.
Duration: 8:00 AM – 10:00 AM EST (Tues, Wed, and Thurs only)
Start Date: March 19
End Date: April 4
WEEK 1
Module 1: Introduction to Python
Module 2: Essential Python Toolkit
Module 3: Arrays, Vectorization, and Random Numbers
WEEK 2
Module 1: Introduction to Python
Module 2: Data Analysis with Python
Module 3: Python Applications
WEEK 3
Module 1: R Basics
Module 2: Data Analysis with R
Module 3: R Applications
This course will teach you the essential elements of Python and R to build practically useful applications and conduct data analysis for finance.
Duration: 8:00 AM – 10:00 AM EST
End Date: April 4
WEEK 1
Module 1: Introduction to Python
Module 2: Essential Python Toolkit
Module 3: Arrays, Vectorization, and Random Numbers
WEEK 2
Module 1: Introduction to Python
Module 2: Data Analysis with Python
Module 3: Python Applications
WEEK 3
Module 1: R Basics
Module 2: Data Analysis with R
Module 3: R Applications
NYIF Managing Director
Managing director at Diaconia Solutions, with over 17 years of experience in designing and implementing forecasting models and AI/ML platforms.
Industry Background:
Academic Background:
NYIF Managing Director
Managing director at Diaconia Solutions, with over 17 years of experience in designing and implementing forecasting models and AI/ML platforms.
Industry Background:
Academic Background:
Choose the best derivative to hedge against risk in real-life financial situations. Calculate the profit or loss on futures trades. Construct a swap and calculate the benefit of the swap to each counterparty. Diversify your investment fund both geographically and by asset class. Describe the role of equity from both the issuer’s and investor’s perspectives. Distinguish among the different types of stock markets. Describe the main methods used in equity valuation. Explain the major steps in the IPO process. Identify the key participants in the IPO process. Apply knowledge to today’s financial situations
Duration: 8:00 AM – 10:00 AM EST (Fri, Sat, Sun only)
End Date: April 7
Fees: $1,550
Registration Includes:
Participants must complete the virtual sessions and eLearning modules as well as pass the examination to receive a NYIF Professional Certificate of Mastery
VIRTUAL COURSE 1: EQUITY VALUATION AND INVESTMENT
Identify the purposes and uses of the stock indexes and index products for both targeted and diversified investment strategies
Module 1: Equity Indexes
Module 2: Equity Valuation
Understand the main financial models used to value stocks relative to market prices.
Module 3: Equity Investment Vehicles
Explore the alternative ways that equity investments can be structured to diversify, maximize return on capital and participate in private and pre-IPO transactions.
VIRTUAL COURSE 2: EQUITY AND DEBT IPOs AND SECONDARY OFFERINGS
Module 4: Equity and Debt IPOs
Identify the key participants and the major steps in the IPO process and the types of and motivations for secondary shares offerings.
Key Participants
Timing and major steps in IPO process
Module 5: Equity and Debt Secondary Offerings
Module 6: IPO Workshop
VIRTUAL COURSE 3: INTRODUCTION TO DERIVATIVES
Module 7: Futures and Forwards
Identify the different types of futures and forward contracts for equities, bonds and equity indexes. Understand how forward contracts for equities, bonds and equity indexes
Module 8: Options
Understand how an options work and how options on stocks, bonds and interest rates can be used to hedge investment risks.
Module 9: Swaps and Credit Derivatives
Understand the mechanics and pricing of interest rate and FX swaps.
Identify the risk management and investment use cases for swaps.
SUPPLEMENTAL LEARNING COURSE I
MONEY MARKETS, FOREIGN EXCHANGE AND TIME VALUE OF MONEY
Module 1: The Major Capital Markets
Module 2: Introduction to Money Markets
Module 3: Introduction to Foreign Exchange
Module 4: Time Value of Money
SUPPLEMENTAL LEARNING COURSE II
BOND AND EQUITY MARKETS, AND FINANCIAL REGULATION
Module 1: Bond Markets
Module 2: Bond Issuance Risks
Module 3: Equity Securities
Module 4: Equity Markets & Trading
Module 5: Regulation of Financial Markets
NYIF Senior Lecturer
Investor, researcher, a Chartered Market Technician (CMT) and a contributing editor for Winning Investor Daily.
Industry Background:
Academic Background:
NYIF Curriculum Director
Senior adviser for portfolio managers at emerging markets equity funds and global macro hedge funds.
Industry Background:
Academic Background:
Gain a solid grounding in credit risk fundamentals with the tools and techniques required to perform a credit analysis – utilizing analytical tools to project future performance. Prerequisite knowledge: Basic accounting
WEEK 1: February 19-21, 2024 (Mon, Tue, Wed): 9am – 12pm ET
Module 1: Historical financial analysis
Module 2: Cash flow analysis
Module 3: Off-balance-sheet risks
Module 4: Additional Risks to Consider
WEEK 2: February 26-28, 2024 (Mon, Tue, Wed): 9am – 12pm ET
Module 1: Forecasting
Module 2: Structuring & Documentation
Module 3: Derivatives
Module 4: Case Presentations
Gain a solid grounding in credit risk fundamentals with the tools and techniques required to perform a credit analysis – utilizing analytical tools to project future performance. Prerequisite knowledge: Basic accounting
WEEK 1
Module 1: Cash Flow Analysis
Module 2: Historical Financial Analysis
WEEK 2
Module 1: Off-Balance Sheet Items
Module 2: Additional Risks to Consider
Module 3: Forecasting
WEEK 3
Module 1: Structuring and Documentation
Module 2: Derivatives
Module 3: Presentations
Module 4: Desk Ready Skills Knowledge Check
NYIF Senior consultant
Senior consultant specializing in risk management, credit portfolio management, and corporate finance. He has extensive experience in the securities industry and broker/dealer clients and counterparties.
Industry Background:
Academic Background:
NYIF Senior consultant
Senior consultant specializing in risk management, credit portfolio management, and corporate finance. He has extensive experience in the securities industry and broker/dealer clients and counterparties.
Industry Background:
Academic Background:
Apply technical analysis as an important component of security analysis, especially when combined with fundamental analysis. Understand how chart patterns reflect the principles of behavioral finance. Apply specific technical strategies to the investment selection process. Develop trading strategies based on technical theories. Evaluate indicators and patterns based on quantitative analysis.
Discuss the definitions of subjective and objective analysis and review how the different types of analysis can be incorporated into trading decisions. Apply the principles of objective analysis to market data to understand the design of investment trading systems. Develop complete trading strategies including entry and exit rules, position sizing strategies, and risk management techniques. Analyze the historic performance of trading systems in terms of potential rewards and risks.
Fees: $1,550
Registration Includes:
Participants must complete the virtual sessions as well as pass the examination to receive a NYIF Professional Certificate of Mastery
VIRTUAL COURSE 1
TRADING: FUNDAMENTALS OF TECHNICAL ANALYSIS:
Module 1(A): How Technical Analysis Works
Duration : 1 Hour
Module 1(b): Introduction to Charts
Duration : 1 Hour
Module 2: Chart Patterns
Duration : 2 Hour
Module 3: Introduction To Technical Indicators
Duration : 2 Hour
VIRTUAL COURSE 2
TRADING: FUNDAMENTALS OF TECHNICAL ANALYSIS (CONT.)
Module 4: Advanced Technical Indicators
Duration : 2 Hour
Module 5: Comparative Technical Indicators
Duration : 2 Hours
Module 6: Technical Theories
Duration : 2 Hours
VIRTUAL COURSE 3
TRADING: QUANTITATIVE TECHNICAL ANALYSIS
Module 7(A): Subjective VS Objective Analysi
Duration : 1 Hour
Module 7(B): Algorithmic Trading
Duration : 1 Hour
Module 8: Backtesting
Duration : 2 Hours
Module 9: Implementing Quantitative Technical Analysis Strategies
Duration : 2 Hours
NYIF Senior Lecturer
Investor, researcher, a Chartered Market Technician (CMT) and a contributing editor for Winning Investor Daily.
Industry Background:
Academic Background:
NYIF Senior Lecturer
Investor, researcher, a Chartered Market Technician (CMT) and a contributing editor for Winning Investor Daily.
Industry Background:
Academic Background:
Comprehensive analysis of the major facets of the Mergers & Acquisitions industry and the skills engaged in executing all areas of transactions from pre to post-merger integration.
Registration Includes:
Participants must complete the virtual sessions as well as pass the examination to receive a NYIF Professional Certificate of Mastery
VIRTUAL COURSE 1: MERGERS AND ACQUISITIONS – CONCEPTS AND THEORIES PART I
Module 1
Module 2
Module 3
VIRTUAL COURSE 2: MERGERS AND Acquisitions – Concepts and Theories Part II
Module 4
Module 5
Module 6
VIRTUAL COURSE 3: MERGERS AND ACQUISITIONS – STRUCTURING THE DEAL PART III
Module 7
Module 8
Module 9
SUPPLEMENTAL DIGITAL E-LEARNING COURSE I
FREE CASH FLOW MODELING
SUPPLEMENTAL DIGITAL E-LEARNING COURSE 2
ACCOUNTING FOR MERGERS AND ACQUISITIONS
NYIF Senior Lecturer
Managing director at Bardi Co. LLC, a boutique investment bank based in Los Angeles that is specialized in private placements and M&A
Faculty at the Graziadio School of Business, Pepperdine University, where he teaches finance at the graduate level.
Industry Background:
Academic Background:
NYIF Senior Lecturer
Managing director at Bardi Co. LLC, a boutique investment bank based in Los Angeles that is specialized in private placements and M&A
Faculty at the Graziadio School of Business, Pepperdine University, where he teaches finance at the graduate level.
Industry Background:
Academic Background:
Apply technical analysis as an important component of security analysis, especially when combined with fundamental analysis. Understand how chart patterns reflect the principles of behavioral finance. Apply specific technical strategies to the investment selection process. Develop trading strategies based on technical theories. Evaluate indicators and patterns based on quantitative analysis.
Discuss the definitions of subjective and objective analysis and review how the different types of analysis can be incorporated into trading decisions. Apply the principles of objective analysis to market data to understand the design of investment trading systems. Develop complete trading strategies including entry and exit rules, position sizing strategies, and risk management techniques. Analyze the historic performance of trading systems in terms of potential rewards and risks.
Fees: $1,550
Registration Includes:
Participants must complete the virtual sessions as well as pass the examination to receive a NYIF Professional Certificate of Mastery
VIRTUAL COURSE 1
TRADING: FUNDAMENTALS OF TECHNICAL ANALYSIS:
Module 1(A): How Technical Analysis Works
Duration : 1 Hour
Module 1(b): Introduction to Charts
Duration : 1 Hour
Module 2: Chart Patterns
Duration : 2 Hour
Module 3: Introduction To Technical Indicators
Duration : 2 Hour
VIRTUAL COURSE 2
TRADING: FUNDAMENTALS OF TECHNICAL ANALYSIS (CONT.)
Module 4: Advanced Technical Indicators
Duration : 2 Hour
Module 5: Comparative Technical Indicators
Duration : 2 Hours
Module 6: Technical Theories
Duration : 2 Hours
VIRTUAL COURSE 3
TRADING: QUANTITATIVE TECHNICAL ANALYSIS
Module 7(A): Subjective VS Objective Analysi
Duration : 1 Hour
Module 7(B): Algorithmic Trading
Duration : 1 Hour
Module 8: Backtesting
Duration : 2 Hours
Module 9: Implementing Quantitative Technical Analysis Strategies
Duration : 2 Hours
NYIF Senior Lecturer
Investor, researcher, a Chartered Market Technician (CMT) and a contributing editor for Winning Investor Daily.
Industry Background:
Academic Background:
NYIF Senior Lecturer
Investor, researcher, a Chartered Market Technician (CMT) and a contributing editor for Winning Investor Daily.
Industry Background:
Academic Background:
This course will teach you the essential elements of Python and R to build practically useful applications and conduct data analysis for finance.
Duration: 8:00 AM – 10:00 AM EST (Tues, Wed, and Thurs only)
Start Date: March 19
End Date: April 4
WEEK 1
Module 1: Introduction to Python
Module 2: Essential Python Toolkit
Module 3: Arrays, Vectorization, and Random Numbers
WEEK 2
Module 1: Introduction to Python
Module 2: Data Analysis with Python
Module 3: Python Applications
WEEK 3
Module 1: R Basics
Module 2: Data Analysis with R
Module 3: R Applications
This course will teach you the essential elements of Python and R to build practically useful applications and conduct data analysis for finance.
Duration: 8:00 AM – 10:00 AM EST
End Date: April 4
WEEK 1
Module 1: Introduction to Python
Module 2: Essential Python Toolkit
Module 3: Arrays, Vectorization, and Random Numbers
WEEK 2
Module 1: Introduction to Python
Module 2: Data Analysis with Python
Module 3: Python Applications
WEEK 3
Module 1: R Basics
Module 2: Data Analysis with R
Module 3: R Applications
NYIF Managing Director
Managing director at Diaconia Solutions, with over 17 years of experience in designing and implementing forecasting models and AI/ML platforms.
Industry Background:
Academic Background:
NYIF Managing Director
Managing director at Diaconia Solutions, with over 17 years of experience in designing and implementing forecasting models and AI/ML platforms.
Industry Background:
Academic Background:
In Corporate Treasury Course, you will learn how to manage treasury activities more effectively using new approaches and technologies – global scope with a special focus on the U.S. financial environment.
Week 1
Module 1: The Role of Treasury/ Treasury Strategies
Module 2: Treasury Operations/ Banks and Fiancial Institutions
Module 3: CashFlow Forcasting/ Liquidity Management
Week 2
Module 4: Working Capital / Working Capital Metrics/Supply Chain Finance/Inventory Management
Module 5: Short Term Borrowing/Investment Grade and Non-Investment Grade Debt
Module 6: Short Term Investing/Money Markets/Managing an Investment Portfolio
Week 2
Module 7: Short Term Investing/Money Markets/Managing an Investment Portfolio
Module 8: Global Treasury (In-House Bank)/KPIs
Module 9: Technology in Treasury: APIs/Treasury Management Systems, Blockchain, Innovations and Payments
In Corporate Treasury Course, you will learn how to manage treasury activities more effectively using new approaches and technologies – global scope with a special focus on the U.S. financial environment.
Week 1
Module 1: The Role of Treasury/ Treasury Strategies
Module 2: Treasury Operations/ Banks and Fiancial Institutions
Module 3: CashFlow Forcasting/ Liquidity Management
Week 2
Module 4: Working Capital / Working Capital Metrics/Supply Chain Finance/Inventory Management
Module 5: Short Term Borrowing/Investment Grade and Non-Investment Grade Debt
Module 6: Short Term Investing/Money Markets/Managing an Investment Portfolio
Week 2
Module 7: Short Term Investing/Money Markets/Managing an Investment Portfolio
Module 8: Global Treasury (In-House Bank)/KPIs
Module 9: Technology in Treasury: APIs/Treasury Management Systems, Blockchain, Innovations and Payments
NYIF Executive Director
Executive Director for Product Development team at Morgan Stanley and an expert in corporate finance, financial statement analysis, and leveraged buyout analysis.
Industry Background:
Academic Background:
NYIF Executive Director
Executive Director for Product Development team at Morgan Stanley and an expert in corporate finance, financial statement analysis, and leveraged buyout analysis.
Industry Background:
Academic Background:
Gain a solid grounding in credit risk fundamentals with the tools and techniques required to perform a credit analysis – utilizing analytical tools to project future performance. Prerequisite knowledge: Basic accounting
WEEK 1: February 19-21, 2024 (Mon, Tue, Wed): 9am – 12pm ET
Module 1: Historical financial analysis
Module 2: Cash flow analysis
Module 3: Off-balance-sheet risks
Module 4: Additional Risks to Consider
WEEK 2: February 26-28, 2024 (Mon, Tue, Wed): 9am – 12pm ET
Module 1: Forecasting
Module 2: Structuring & Documentation
Module 3: Derivatives
Module 4: Case Presentations
Gain a solid grounding in credit risk fundamentals with the tools and techniques required to perform a credit analysis – utilizing analytical tools to project future performance. Prerequisite knowledge: Basic accounting
WEEK 1
Module 1: Cash Flow Analysis
Module 2: Historical Financial Analysis
WEEK 2
Module 1: Off-Balance Sheet Items
Module 2: Additional Risks to Consider
Module 3: Forecasting
WEEK 3
Module 1: Structuring and Documentation
Module 2: Derivatives
Module 3: Presentations
Module 4: Desk Ready Skills Knowledge Check
NYIF Senior consultant
Senior consultant specializing in risk management, credit portfolio management, and corporate finance. He has extensive experience in the securities industry and broker/dealer clients and counterparties.
Industry Background:
Academic Background:
NYIF Senior consultant
Senior consultant specializing in risk management, credit portfolio management, and corporate finance. He has extensive experience in the securities industry and broker/dealer clients and counterparties.
Industry Background:
Academic Background:
Learn to price forward and futures contracts. Be familiar with futures contract specifications and market conventions. Understand the valuation of a variety of swap contracts. Learn how to extract credit risk measures from CDS spreads and asset swap spreads. Understand common trading strategies using futures, forwards, swaps and options. Develop a conceptual understanding of the Black-Scholes-Merton option valuation model. Use option sensitivities (the Greeks) to determine the impact of changing model parameters on option prices. Define the risk management measures (The Greeks) and employ them to evaluate movement in option prices. Identify unique risk/reward characteristics of each commonly used option strategy. Differentiate among market participants and the options strategies they are likely to employ. Analyze historical volatility to estimate forecast volatility. Analyze implied volatility: skew and term structure to determine potential volatility trading strategies. Identify the reasons for the various shapes of skew (smile) and term structure. Employ a variety of volatility studies from implied versus historical to intra-day volatility. Identify useful tools for trading and hedging volatility-based strategies.
Instruction Method: Virtual
Instructor (s): Jack Farmer & Greg Ciresi
Fees: $1,550
Registration Includes:
Participants must complete the virtual sessions and eLearning modules as well as pass the examination to receive a NYIF Professional Certificate of Mastery
RECOMMENDED PREREQUISITE
SUPPLIMENTAL DIGITAL LEARNING COURSE I
FORWARDS AND FUTURES
Learn to price forward and futures contracts
Use forwards and futures for hedging and speculation
RECOMMENDED PREREQUISITE
SUPPLIMENTAL DIGITAL LEARNING COURSE II
INTEREST RATE SWAP
Learn to price interest rate swaps.
Use interest rate swaps for hedging and speculation.
VIRTUAL Course 1: Swaps
Module 1: Advanced Swap Topics: Asset Swaps, Amortizing Swaps
Understand how asset swaps are priced and customized for a specific bond.
Module 2: Foreign Exchange Swap
Understand how bonds and loans can be swapped into different currencies.
Module 3: Credit Swaps
Understand how credit risk of a bond issuer can be traded separately from its bonds. How a portfolio or basket of credit risks can be hedged with a single instrument.
VIRTUAL COURSE 2: OPTIONS
Module 4: Option Fundamentals
Understand option terminology and payoff profiles.
Use option sensitivities (the Greeks) to determine the impact of changing model parameters on option prices.
Module 5: Option Pricing Models
Understand how options are priced
Module 6: Option Portfolio Risk Management
Develop a conceptual understanding of the Black-Scholes-Merton option valuation model for pricing and risk management of option portfolios.
VIRTUAL COURSE 3: ADVANCED OPTIONS TRADING
Module 7: Volatility Trading and Applications
Understand the strategies used by speculators and hedgers.
Module 8: Advanced Volatility Concepts: Analytics
Module 9: Advanced Volatility Concepts: Implied Volatility Surface
NYIF Curriculum Director
Senior adviser for portfolio managers at emerging markets equity funds and global macro hedge funds.
Industry Background:
Academic Background:
NYIF Curriculum Director
Senior adviser for portfolio managers at emerging markets equity funds and global macro hedge funds.
Industry Background:
Academic Background:
Choose the best derivative to hedge against risk in real-life financial situations. Calculate the profit or loss on futures trades. Construct a swap and calculate the benefit of the swap to each counterparty. Diversify your investment fund both geographically and by asset class. Describe the role of equity from both the issuer’s and investor’s perspectives. Distinguish among the different types of stock markets. Describe the main methods used in equity valuation. Explain the major steps in the IPO process. Identify the key participants in the IPO process. Apply knowledge to today’s financial situations
Duration: 8:00 AM – 10:00 AM EST (Fri, Sat, Sun only)
End Date: April 7
Fees: $1,550
Registration Includes:
Participants must complete the virtual sessions and eLearning modules as well as pass the examination to receive a NYIF Professional Certificate of Mastery
VIRTUAL COURSE 1: EQUITY VALUATION AND INVESTMENT
Identify the purposes and uses of the stock indexes and index products for both targeted and diversified investment strategies
Module 1: Equity Indexes
Module 2: Equity Valuation
Understand the main financial models used to value stocks relative to market prices.
Module 3: Equity Investment Vehicles
Explore the alternative ways that equity investments can be structured to diversify, maximize return on capital and participate in private and pre-IPO transactions.
VIRTUAL COURSE 2: EQUITY AND DEBT IPOs AND SECONDARY OFFERINGS
Module 4: Equity and Debt IPOs
Identify the key participants and the major steps in the IPO process and the types of and motivations for secondary shares offerings.
Key Participants
Timing and major steps in IPO process
Module 5: Equity and Debt Secondary Offerings
Module 6: IPO Workshop
VIRTUAL COURSE 3: INTRODUCTION TO DERIVATIVES
Module 7: Futures and Forwards
Identify the different types of futures and forward contracts for equities, bonds and equity indexes. Understand how forward contracts for equities, bonds and equity indexes
Module 8: Options
Understand how an options work and how options on stocks, bonds and interest rates can be used to hedge investment risks.
Module 9: Swaps and Credit Derivatives
Understand the mechanics and pricing of interest rate and FX swaps.
Identify the risk management and investment use cases for swaps.
SUPPLEMENTAL LEARNING COURSE I
MONEY MARKETS, FOREIGN EXCHANGE AND TIME VALUE OF MONEY
Module 1: The Major Capital Markets
Module 2: Introduction to Money Markets
Module 3: Introduction to Foreign Exchange
Module 4: Time Value of Money
SUPPLEMENTAL LEARNING COURSE II
BOND AND EQUITY MARKETS, AND FINANCIAL REGULATION
Module 1: Bond Markets
Module 2: Bond Issuance Risks
Module 3: Equity Securities
Module 4: Equity Markets & Trading
Module 5: Regulation of Financial Markets
NYIF Senior Lecturer
Investor, researcher, a Chartered Market Technician (CMT) and a contributing editor for Winning Investor Daily.
Industry Background:
Academic Background:
NYIF Curriculum Director
Senior adviser for portfolio managers at emerging markets equity funds and global macro hedge funds.
Industry Background:
Academic Background:
Learn how to identify, measure and manage the interest rate risk, credit risk and liquidity risk on the balance sheets of firms, with particular emphasis on the balance sheets of financial institutions.
WEEK 1
Module 1: Risk Fundamentals
Module 2: Introduction to ALM
Module 3: Review of Fixed Income Essentials
WEEK 2
Module 1: Interest Rate Risk
Module 2: Funding Gap Analysis
Module 3: Duration Gap Analysis
Module 4: Securitization: An ALM Tool
Module 5: Case Studies
WEEK 3
Module 1: Interest Rate Risk- Overview & Measurement
Module 2: Measuring Risk Techniques
Learn how to identify, measure and manage the interest rate risk, credit risk and liquidity risk on the balance sheets of firms, with particular emphasis on the balance sheets of financial institutions.
WEEK 1
Module 1: Risk Fundamentals
Module 2: Introduction to ALM
Module 3: Review of Fixed Income Essentials
WEEK 2
Module 1: Interest Rate Risk
Module 2: Funding Gap Analysis
Module 3: Duration Gap Analysis
Module 4: Securitization: An ALM Tool
Module 5: Case Studies
WEEK 3
Module 1: Interest Rate Risk- Overview & Measurement
Module 2: Measuring Risk Techniques
NYIF Curriculum Director
Senior adviser for portfolio managers at emerging markets equity funds and global macro hedge funds.
Industry Background:
Academic Background:
NYIF Curriculum Director
Senior adviser for portfolio managers at emerging markets equity funds and global macro hedge funds.
Industry Background:
Academic Background:
NYIF Curriculum Director
Senior adviser for portfolio managers at emerging markets equity funds and global macro hedge funds.
Industry Background:
Academic Background:
NYIF Senior Lecturer
Investor, researcher, a Chartered Market Technician (CMT) and a contributing editor for Winning Investor Daily.
Industry Background:
Academic Background:
NYIF Senior Lecturer
Managing director at Bardi Co. LLC, a boutique investment bank based in Los Angeles that is specialized in private placements and M&A
Faculty at the Graziadio School of Business, Pepperdine University, where he teaches finance at the graduate level.
Industry Background:
Academic Background:
NYIF Senior Lecturer
Investor, researcher, a Chartered Market Technician (CMT) and a contributing editor for Winning Investor Daily.
Industry Background:
Academic Background:
“Virtual” classes are live Instructor-led Zoom sessions (Online Video Confrence Software). Typtically between 08:00 AM to 010:00 PM Eastern Standard Time (EST)
Yes, you will be able to interact with and ask questions to your instructors in real time during class( Via microphone or the chat feature) You can also post your questions on NYIF’s e-learning platform outside class hours.
NYIF is licensed by the New York State Education Department (NYSED) and registered with the National Association of State Boards of Accountancy (NASBA). NYIF also is registered with IACET, HRCI, GARP, WOS, CFRE, and more
You can register and pay for the program through our online payment portal that accepts bank transfer, check, or debit/credit card. We also accept financing with Affirm, a loan service, that offers a monthly payment plan for US & Candian purchases only.
Yes, It will be sent via email after registration with the order confirmation.
Yes, you will be able to download the PDF of the presentations, and the supplementary Excel/Word files.
Students will be issued a Certificate of Completion for attending the course. In addition, a Certificate of Mastery issued after successfully passing the Final Exam with 70% or better.
Continuing Professional Education Credits are granted upon passing the Final Exam.
Final Exam is multiple-choice questions, open-book, timed, and proctored https://www.proctoru.com/portal/nyif. Students can use slides, notes, e-books, calculators, and have bathroom/vanity breaks etc.
Yes, students can retake the Final Exam for a nominal fee of $300 USD.
Yes, You will be able to download an electronic version of your certificate. If you request a hard copy of your certificate, a processing and shipment fee will apply.
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