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Finance & Banking Solutions

Credit & Banking

The credit & banking programs focus on traditional credit analysis, specialized credit products, credit portfolio management and the needs of bankers dealing with institutional clientele.

Training Programs:
» Working Capital
» Financial Statement Analysis
» Credit Fundamentals
» Credit Capacity
» Credit Risk
» Credit Risk and Portfolio Management

 

Corporate Finance

The corporate finance program helps financiers focus on the financial strategies that best support the client's business objectives and increase the market value of the client company. By analyzing actual companies using the provided Financial Structure and Strategy Framework, participants build a range of capital-raising, risk management and restructuring activities into a powerful, customized relationship plan that drives a stream of profitable transactions over time.

Training Programs:
» Company and Industry Analysis » Private Placement Debt
» Asset-Based Loans » Equity Alternatives: Common and Preferred Stocks
» Equity Alternatives: Public Equity » Fixed Income
» Fixed Income Alternatives and Markets » Syndicated Loans
» Asset Securitization Markets » Evaluating Small Businesses
» Evaluating Small Businesses » Construction & Interim Loans
» Equity Alternatives: Private Equity » Residential Real Estate Financing
» Corporate Value » Corporate Value for Business Bankers
» Real Estate Financial Analysis » Commercial Real Estate Financing
» Real Estate Valuation » Asset-Backed Securities
» Capital Structure » Capital Structure for Business Bankers
» Other Financing Alternatives: Mezzanine Debt & Private Equity » Debt & Equity Alternatives: Comparing Financing Alternatives
» Restructuring Alternatives: Ownership Transition » Off-Balance-Sheet Alternatives: Securitization
» Off-Balance-Sheet Alternatives: Leasing » Restructuring Alternatives: Business & Capital Restructuring
» Other Financing Alternatives: Venture Capital » Restructuring Alternatives: Mergers & Acquisitions
» Other Alternatives: Real Estate Securities » Corporate Risk Management

 

Capital Markets

The capital markets program focuses on the structuring, pricing, trading and distribution of debt and equity securities and their counterparts in the derivatives markets. Programs range from entry level to highly technical, and participants include product specialists, analysts, book managers, traders, salespeople, IT developers and middle/back office.

Training Programs:
» FX Spot Transactions » Futures
» Money Market Instruments » Bonds
» Financial Institution Risks » Bonds with Options
» Interest Rate and FX Risks » Value Added Measurements
» Rates Product Applications: Building Yield Curves » Foreign Exchange Forwards
» Repurchase Agreements » Mortgage Securitization
» Futures and Options on Futures » Yield Curve Analytics
» Mortgage-Backed Securities » Asset-Backed and Mortgage-Backed Securities
» Market Conditions: Technical Analysis » Fixed-Income Analytics
» Basis Trading » Applications of Interest Rate Swaps
» Interest Rate Forwards » Interest Rate Forwards and Swaps
» Interest Rate Swaps » Interest Rate Swaps/Forwards/Options
» Rates Product Applications: Interest Rate Volatility » Specialized Options
» Rates Product Applications: Caps, Floors and Swaptions » Credit Derivatives
» Options » Government Bond Pricing & Bond Hedging
» Equity Derivatives » Bond Futures
» Constant Maturity Swaps » Relative Value Trading Strategies
» Comparing Derivative Alternatives » Rates Product Applications: Currency Swap Uses and Markets
» Asset Swaps » Credit Derivatives
» Operational Issues in Credit Derivatives » Operational and Integrated Risk Management
» Legal and Regulatory Issues » Managing Interest Rate Risk
» Short Dated Interest Rate Derivatives » Rates Product Applications: In Arrears Swaps
» Specialized Derivatives » Managing FX Option Positions
» Short-Term Fixed Income Derivatives » Bond Coupon Strips

 

Risk Management

The risk management program is designed to help analysts, traders and portfolio managers to manage risk while maximizing returns across the full range of market conditions. Asset management programs focus on determining investor objectives, setting goals, creating policies, choosing among assets, tracking performance and analyzing returns.

Training Programs:
» Company and Industry Analysis » Credit Risk Management
» Portfolio Performance » Market Risk Management and Capital Markets
» Risk Analytics » Relative Value Analysis
» VAR » Credit Portfolio Risk
» Risk Measurement » Portfolio Management
» Value at Risk » Credit Spreads and the Management of Risk
» Analyzing Credit Risk »  

 

Wealth Management

The wealth management program is designed to help analysts, traders and portfolio managers to manage wealth while maximizing returns across the full range of market conditions. Wealth management programs focus on determining investor objectives, setting goals, creating policies, choosing among assets, tracking performance and analyzing returns.

Training Programs:
» Return Attribution » Market Conditions: Indicators
» Market Conditions: Benchmarks » Market Conditions: Applications
» Personal Investment Choices:
Securities
» Personal Investment Choices:
Trusts and Estates
» Evaluating High-Net-Worth Individuals » Portfolio Structuring
» Personal Investment Choices:
Alternative Investments
» Personal Investment Choices:
Monetizing Restricted Equity Holdings
» Personal Investment Choices: Derivatives »