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eLearning Bundle

Asset Management Bundle

  • Description
  • Bundle's course information
  • Description
  • Courses included - Financial Math; Excel Fundamentals; Accounting Bootcamp: Financial Statement Basics; Financial Modeling - Bootcamp; Valuation Fundamentals; Bond Markets Bootcamp; Equity Markets Bootcamp; Derivatives Fundamentals Bootcamp; Foreign Exchange Markets Bootcamp and Portfolio Construction Theory.
    15.5 hours of video content
    Estimated 31 hours to complete.
  • Bundle's course information
  • Financial Math for Financial Markets
    Gain comfort with the core, fundamental mathematical techniques used throughout the financial industry, with an emphasis on the time value of money.

    Excel Fundamentals - FREE COURSE
    Learn the basic mechanics of Excel, how to use Excel to complete a variety of financial tasks and how to build a functional model that involves a variety of related metrics and assumptions. You will learn Excel best practices throughout, and how to use Excel shortcuts to make you more efficient.

    Accounting Bootcamp: Financial Statement Basics Familiarise yourself with the three key financial statements, the Income Statement, Balance Sheet and Cash Flow Statement, to understand how the three statements give us a variety of information about the performance and current state of a business. This module introduces financial statements with no assumption of prior knowledge.
    Financial Modeling - Bootcamp

    Learn to build a fully integrated three statement forecast model for a corporate, learning best practice in formula construction and how to use keyboard shortcuts to eliminate use of the mouse. Throughout the training you will learn the tried and tested habits and techniques to minimize errors, and make models easy to interpret, adapt and audit.

    Valuation Fundamentals

    Learn the basics of the three main techniques used to value businesses and shares - Relative Value, Discounted Cash Flow (DCF) and Levered or LBO Valuation. In doing so you will also learn the distinction between equity value and enterprise value, and when each is appropriate to analyse.

    Bond Markets Bootcamp
    Learn about the key bond market players and products, how to price bonds, how to calculate yields, how to measure bond price risk using modified duration and convexity, how to interpret yield curve moves, the calculations behind bond carry and roll and how to interpret the profit and loss on bond trades.

    Derivatives Fundamentals Bootcamp
    During this module, you will learn how profits and losses are made in the futures markets, how futures margins work, how to create option payoff profiles from calls and puts, the creation of synthetic forwards using put-call parity, the ways in which options can be used for hedging, how options are affected by various sensitivities and how they can be managed, the key trading strategies and creating synthetic dividends and stock/loan borrow.

    Foreign Exchange Markets Bootcamp
    Learn about the foreign exchange market players and products, how to quote spot FX rates, the difference between the 'big figure' and pips, how to calculate spot foreign exchange trade profits and losses, how to calculate spot cross rates, the mechanics of forward foreign exchange outrights including forward points and calculations, hedging using forward outrights, the structure of foreign exchange swaps and their uses, the rationale behind non-deliverable forwards and how to calculate NDF P&L

    Equity Markets Bootcamp
    Learn about the key equity market players and products, the IPO and rights issues processes, how the market values equities, how the market evaluates equity returns, key equity indices and the calculations for price-weighted and market-weighted indices, and the main order types in the equity markets.

    Portfolio Construction Theory During this module, you will learn about the importance of risk and return to constructing an efficient portfolio using modern portfolio theory methodology; the role that correlation plays in portfolio diversification and portfolio optimization; how to measure portfolio performance; the significance of the Capital Asset Pricing Model to portfolio optimization and portfolio performance measurement; limitations and criticisms of modern portfolio theory.

    Regular price $350.00 USD
    Regular price Sale price $350.00 USD
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    • Pre-requisites

      This course is open to all. To maximize the benefit of this course we recommend an understanding of Microsoft Excel.

    • Technical Requirements

      You will need an Internet connected device to access the videos and download supporting resources. Supporting resources can be used offline, which require Microsoft Excel 2003 or later and a PDF reader.

    • Comprehensive Resources

      Bite-size trainer led HD videos detailing step by step techniques and best practices. Download the slides and files as used in the videos, which can be completed while watching or saved for later. Open forum for quick problem solving.

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    Frequently Asked Questions

    How do I access the eLearning content?

    Once you have purchased our eLearning course, you will receive an order confirmation to access your course. You can also access using the 'My Courses' tab.

    What are the tech requirements?

    You can access your course either on desktop, tablet or mobile.

    You will also need access to a PDF reader in order to download and read the course notes.

    You will need a spreadsheet application to complete the practical exercises.

    How long will I have access?

    You will have access for 12 months from date of purchase

    Will I receive a certificate?

    Absolutely! All our eLearning comes with a digital certificate that can be added to your social media profiles, including LinkedIn!

    Can I learn through the AMT App?

    Yes! Complimentary app access is granted through your eLearning course.

    I have questions about the content

    Feel free to drop us an email at info@amttraining.com with any questions you have and we will have one of our experts respond

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