Capital Markets & Securities Analyst Certification Course

Why select this training course?

The field of capital markets and securities analysis mainly highlights the study of how risky assets are priced, how interest rates are structured, and the financial system. It entails three core components in most cases:

1. Financial regulators.
2. Financial brokers.
3. And financial markets.

This course by Rcademy is designed to thoroughly investigate and help understand these three core components in detail. With a clear understanding of this, it is easy to fully grasp the ideas of equity financial instruments and debt with the risks they pose.

By undertaking the Capital Markets and Securities Analyst Certification Course by Rcademy, participants are assured to be part of the top-notch small percentage of capital markets and security analysis professional group, which thoroughly understands how the markets work and move. With the emphasis on practicals, participants will also understand the process undertaken in investments and financial asset fair value determination.

The Capital Markets and Securities Analyst Certification Course by Rcademy will present rather rigorous theories, particularly applicable and relevant to professionals who aim to choose capital market investment portfolios.

Who should attend?

The design and presentation of the Capital Markets and Securities Analyst Certification Course by Rcademy are ideal for the following professionals:

• Originators who advise sell-side roles to organizations on their debt and equity options
• Asset managers who professionally manage investments and portfolios are Mostly employed by mutual funds institutions, big clients, or life insurance companies
• Sales and trading professionals who mainly deal with market-making, commodities, institutional sales, derivative products, fixed income, foreign exchange, and equities
• Risk managers are responsible for identifying, analyzing, and developing a risk-processing framework for an organization
• Wealth managers are tasked with the responsibilities of advising on the best investment plans for high-net-worth individuals and families
• Researchers interested in both sell-side and buy-side roles providing top-notch research coverage on models such as top-down macro strategies and bottom-up economic research
• Any other professionals who are interested in capital markets and investments

What are the course objectives?

The Capital Markets and Securities Analyst Certification Course by Rcademy aims at enabling professionals to :

• Explain the basic concepts of fixed income
• Identify risks
• Understand how derivatives work
• Manage derivative financial risks
• Use analytical methodologies in trading simulations
• Employ various market techniques to improve the expected returns while reducing the risks
• Discuss the foundations of foreign exchange spots, swaps, options, and forwards
• Discuss how different commodities are driven
• Trade fixed-income securities
• Trade and manage risks in institutional equities
• Value and price derivatives
• Undertake commodities trading strategies using futures and options

How will this course be presented?

This course will be facilitated by the industry’s best professionals, who are experts in capital markets and security analyzing using the following methods:

• Presentations and class lectures
• Case studies
• Practical exercises and simulations
• Group discussions

What are the topics covered in this course?

Module 1: Portfolios

• Subjectivity and objectivity
• Portfolio analysis
• Risk and uncertainty
• The three phases
• An intuitive approach to stating predictions
• A scientific approach to stating predictions
• Investors preferences
• Choosing the right portfolio

Module 2: Capital Markets and its Theory

• Financial markets
• Market participants
• Regulators of financial activities
• Financial assets
• Classification of financial markets
• Interest rates theories

Module 3: Derivatives 

• Futures and forward contracts
• Caps and floor agreements
• Swaps
• Options

Module 4: Efficient Portfolios

• Constraints used
• The optimal combination of risky securities
• Combining securities
• The region
• The region
• Borrowing and lending

Module 5: Portfolio and Equity Management

• Trading mechanics
• Stock market indicators
• Popular stock market strategies
• Types of stock market structures
• Exchanges and OTC markets
• Fundamentals vs technical analysis
• Equity-style management
• Top-down vs bottom-up approaches
• Passive strategies

Module 6: Bond Portfolio Management

• Passive bond portfolio strategies
• Yield measures
• Measuring interest rate risk
• Sectors of the bond market
• Bond indexes
• Risks associated with investing in bonds
• Active bonds portfolio strategies
• Features of bonds
• Valuing convertible bonds
• Valuation of common stock using dividend discount models

Module 7: Finance Mathematics

• Cash flows time value
• Determining the future value
• Loan amortisationamortisation
• Determining the present value
• Principles of valuation
• Determining the unknown interest rate
• Interest rates calculation and yields
• Determining the number of the compounding period

Module 8: Index Models

• Capital market theory and index models
• Single-index model
• Arbitrage pricing theory model
• Responsiveness as a measure of risk
• Characteristics of an asset pricing model
• Multi-index models
• Portfolio analysis using responsiveness as a measure of risk

Module 9: Corporate Financing Decision

• The cost of capital
• Capital structure and financial leverage
• A capital structure prescription
• Debt vs equity
• The agency capital structure and the type of relationship that exists
• Various applicable theories and best practices
• Leveraging in finance and its risks
• The concept of how to leverage
• Structure and taxes
• Asset securitization
• Structured notes
• The capital asset pricing model

Module 10:Various Capital Valuation and Budgeting Techniques

• Discounted payback period
• Incorporating and justification of new technology
• Issues in capital budgeting
• Profitability index
• Capital budgeting and the justification of new technology
• Various techniques comparison
• Internal rate of return
• Evaluation techniques
• Payback period
• Best practices
• Modified internal rate of return
• Net present value