Capital Market Immersion

An essential, comprehensive guide to understanding the markets, players and products of the global capital markets.
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395 students enrolled
Instructed by Paul Siegel Business / Finance
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  • Lectures 142
  • Length 24.5 hours
  • Skill Level All Levels
  • Languages English
  • Includes Lifetime access
    30 day money back guarantee!
    Available on iOS and Android
    Certificate of Completion
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About This Course

Published 2/2014 English

Course Description

The Capital Market Immersion program provides a solid and deep introduction of the capital markets, and is designed to provide professionals with a solid understanding of the functions and roles played by modern financial institutions and their key lines of business, as well as foundational knowledge of the industry’s basic products and service functions.

The program's framework consists of lectures covering 7 separate topics:

  1. The Capital Markets Road Map (Highlights the primary participants, issuers, investors, intermediaries in capital markets, what they trade there, and the applications to which market participants make use of the instruments and the roles they play.)
  2. Fundamental Financial Math (Introduces you to a wide variety of calculations and related concepts that are used by financial market participants in a plethora of applications - calculating prices, rates of return, and yields for example.)
  3. Yield Curve Dynamics (Covers a variety of issues relating to yield curves, their construction, and their use in a variety of analytical applications to assess risk and return.)
  4. Fixed Income Securities (Introduces you to the market for fixed income securities, provides 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.)
  5. Equity Products (Introduces equities by providing an overview of the types of products, including both direct and indirect products; and demonstrating types of shares and exchanges, investors, diversification and volatility.)
  6. Futures & Options (Introduces derivatives in general, to demonstrate the common features of derivatives and how they differ from other sorts of financial instruments. Futures and options contracts' key characteristics will be identified, and contract features, pricing, applications, risk management, and hedging will be discussed.)
  7. Interest Rate Swaps (A look at interest rate swaps in detail. First, swaps in general are introduced, then the structure of the most common type of interest rate swap - the fixed or floating interest rate swap - will be addressed. A variety of different structures, pricing and valuation, and applications - both risk management and speculative - will be discussed.)

In all, there are 142 total lectures (video clips) and over 24 hours of total viewable content. This program also includes supplemental PDFs as downloadable attachments that you can use to follow along with each lecture's instructor.

We have assessed our clientele thoroughly in order to design a program that includes all of the necessary elements of capital markets, designed toward an approach that enables you to accomplish the key takeaway of becoming fully immersed with a high level understanding of capital market industry, products, and roles.

What are the requirements?

  • Knowledge of the english language.
  • Basic math knowledge (a calculator is recommended for some of the lectures).

What am I going to get from this course?

  • You'll be able to apply all the concepts of financial math, including NPV, IRR, PV, FV, to real business problems.
  • You'll learn how to describe the players, products, markets and applications of capital markets instruments.
  • You'll be able to interpret the meaning of yield curves and how financial markets and instruments drive pricing.
  • You'll be able to explain the full range of fixed income instruments, their issuers and investors, and the ways these instruments are structured.
  • You'll be able to detail equity markets products, players and market dynamics.
  • You'll be able to determine uses and applications of futures and options.

What is the target audience?

  • Analysts and associates in commercial, corporate and investment banking.
  • Relationship managers (0-5 years) in commercial, corporate and investment banking.

What you get with this course?

Not for you? No problem.
30 day money back guarantee.

Forever yours.
Lifetime access.

Learn on the go.
Desktop, iOS and Android.

Get rewarded.
Certificate of completion.

Curriculum

Section 1: Capital Markets Road Map
11:58

Instructor Doug Carroll introduces the Capital Markets Road Map, and discusses major market segments and types of instruments.

10:40

Instructor Doug Carroll discusses the economic functions of capital markets.

13:31

Instructor Doug Carroll discusses the securities markets and important market participants.

11:45

Instructor Doug Carroll discusses commercial and investment banking.

08:32

Instructor Doug Carroll discusses primary and secondary markets.

10:46

Instructor Doug Carroll discusses primary market offerings.

12:01

Instructor Doug Carroll discusses the roles of financial intermediaries.

12:42

Instructor Doug Carroll compares securities to derivatives.

10:03

Instructor Doug Carroll introduces fixed income securities.

11:15

Instructor Doug Carroll discusses sources of return and types of risk of fixed income securities.

10:51

Instructor Doug Carroll discusses government and government agency securities.

10:16

Instructor Doug Carroll discusses corporate and structured securities.

11:05

Instructor Doug Carroll discusses bond pricing and valuation.

10:21

Instructor Doug Carroll discusses yield curves, credit markets and the business cycle.

10:51

Instructor Doug Carroll discusses yield curves, monitary policy and the real economy.

12:07

Instructor Doug Carroll introduces equity securities.

09:18

Instructor Doug Carroll discusses investment charicteristics and valuation of equity securities.

11:21

Instructor Doug Carroll discusses the valuation of equities using earnings multiples (P/E Ratios).

10:48

Instructor Doug Carroll discusses currency markets and factors affecting exchange rates.

10:21

Instructor Doug Carroll discusses types of derivative contracts and economic exposures.

12:06

Instructor Doug Carroll discusses the real meaning of "derivatives" and their use in managing risk, and concludes the section on Capital Markets Road Map.

10 questions

The quiz consists of questions relating to the lectures you have taken for Capital Markets Road Map. You will be asked a series of multiple choice questions designed to assess your understanding of the Capital Markets Road Map.

Section 2: Fundamental Financial Math
10:38

Instructor Doug Carroll introduces Fundamental Financial Math and discusses interest rates and yields.

10:32

Instructor Doug Carroll discusses interest rates and rates of return.

09:51

Instructor Doug Carroll discusses interest rate conventions and time value of money (Part 1 of 2)

10:43

Instructor Doug Carroll discusses interest rate conventions and time value of money (Part 2 of 2)

10:58

Instructor Doug Carroll discusses compound interest.

10:31

Instructor Doug Carroll discusses the time value of money and bond pricing.

09:00

Instructor Doug Carroll discusses pricing of zero coupon bonds.

11:14

Instructor Doug Carroll discusses pricing of coupon bonds.

08:34

Instructor Doug Carroll analyzes and discusses the differences between bond pricing and bond valuation.

10:09

Instructor Doug Carroll discusses pricing discount securities.

09:45

Instructor Doug Carroll discusses and compares discount rates to bond equivalent yield.

09:55

Instructor Doug Carroll discusses bond yields.

09:03

Instructor Doug Carroll discusses yield to maturity.

10:06

Instructor Doug Carroll compares and discusses yield to maturity versus rate of return.

07:50

Instructor Doug Carroll discusses yield to maturity as an expression of current value and concludes the Fundamental Financial Math section.

Section 3: Yield Curve Dynamics
09:44

Instructor Doug Carroll introduces Yield Curve Dynamics and the basics of yield curves.

09:42

Instructor Doug Carroll discusses types of yield curves and yield curve spreads.

07:52

Instructor Doug Carroll introduces the concept of duration.

11:20

Instructor Doug Carroll identifies and discusses types of duration.

09:07

Instructor Doug Carroll discusses modified duration.

10:20

Instructor Doug Carroll demonstrates duration through use of illustrations.

10:19

Instructor Doug Carroll discusses the duration of callable bonds.

08:16

Instructor Doug Carroll discusses yield curve shapes and interest rate levels.

11:09

Instructor Doug Carroll discusses theories on yield curves.

09:48

Instructor Doug Carroll discusses yield curves and the business cycle.

09:58

Instructor Doug Carroll discusses spot rates and spot rate curves.

09:17

Instructor Doug Carroll discusses the calculation of spot rates.

11:18

Instructor Doug Carroll discusses bond valuation and rich/cheap analysis.

11:19

Instructor Doug Carroll discusses treasury strips and the strip rate curve.

10:01

Instructor Doug Carroll discusses forward rates.

10:27

Instructor Doug Carroll discusses calculating forward rates.

05:07

Instructor Doug Carroll discusses applications of forward rates.

10:59

Instructor Doug Carroll discusses total return analysis.

09:55

Instructor Doug Carroll illustrates total return analysis and concludes the Yield Curve Dynamics section.

Section 4: Fixed Income Securities
10:17

Instructor Doug Carroll introduces Fixed Income Securities and discusses the basics of fixed income securities and markets.

10:41

Instructor Doug Carroll discusses the apsects of the primary market, specifically relating to issuing bonds to borrow funds.

11:10

Instructor Doug Carroll discusses the similarity of bonds to loans, and also addresses bond valuation issues.

11:11

Instructor Doug Carroll discusses bond contract features.

12:03

Instructor Doug Carroll discusses bond coupons, accrued interest and bond pricing conventions.

12:25

Instructor Doug Carroll discusses day count conventions and bond retirement.

10:38

Instructor Doug Carroll identifies and discusses various risk types.

12:08

Instructor Doug Carroll discusses sources of return and bond yields.

08:24

Instructor Doug Carroll discusses bond yields, yield to maturity, and rate of return.

08:46

Instructor Doug Carroll discusses yield curves.

10:06

Instructor Doug Carroll discusses yield curves and government securities.

12:16

Instructor Doug Carroll discusses government bonds and US treasury securities.

11:38

Instructor Doug Carroll discusses corporate fixed income securities.

08:56

Instructor Doug Carroll discusses the credit risk of corporate securities and trust indentures.

12:29

Instructor Doug Carroll discusses secured and unsecured bonds.

12:06

Instructor Doug Carroll discusses convertible securities.

09:42

Instructor Doug Carroll discusses preferred stocks and introduces structured securities.

10:17

Instructor Doug Carroll discusses asset securitization and introduces mortgage backed securities.

11:29

Instructor Doug Carroll discusses mortgage backed securities.

09:38

Instructor Doug Carroll discusses CMOs and introduces asset backed securities.

09:22

Instructor Doug Carroll discusses credit card and auto loan asset backed securities.

11:22

Instructor Doug Carroll discusses collateralized debt oblications.

11:44

Instructor Doug Carroll discusses CDOs and money market instruments.

10:42

Instructor Doug Carroll discusses agency securities, regional/local government debt securities, and concludes the Fixed Income Securities section.

Section 5: Equity Products
10:27

Instructor Spencer Morris introduces Equity Products and discusses various types of products/shares.

08:03

Instructor Spencer Morris discusses buying shares and equities.

07:59

Instructor Spencer Morris demonstrates an example using Tesco.

11:23

Instructor Spencer Morris discusses the various types of shares and exchanges.

07:04

Instructor Spencer Morris discusses depository receipts.

07:03

Instructor Spencer Morris identifies types of investors, and discusses diversification and volatility.

07:23

Instructor Spencer Morris discusses various types of indices (part 1 of 2)

08:52

Instructor Spencer Morris discusses various types of indices (part 2 of 2)

10:13

Instructor Spencer Morris discusses tracking funds.

06:57

Instructor Spencer Morris discusses exchange traded funds (ETF's).

07:07

Instructor Spencer Morris introduces derivatives.

06:42

Instructor Spencer Morris discusses forward contracts.

13:18

Instructor Spencer Morris discusses futures.

07:57

Instructor Spencer Morris discusses equity swaps.

12:32

Instructor Spencer Morris discusses options.

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Instructor Biography

Paul Siegel, Education you can bank on

We deliver superlative, hands-on and practical corporate and investment banking education that you can use immediately in your job, or that next great job you are looking to start. We focus on making complex subjects readily understandable and usable. If you want to take a great leap forward in your finance career, we are here to make that happen.

Our instructors are practitioners who have worked in the field of finance. They relate the subjects covered to real work situations you will encounter in your banking job. So, the concepts are real, the coverage is at the right level of depth, and the material is easy to absorb.

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