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Principles of Capital Markets

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 2019 Brochure (PDF)

Going beyond simply introducing the basic technical products, this training program discusses theories, approaches, and relationships within the capital markets. Through interactive case studies using actual market data, participants will gain a thorough understanding of market dynamics by learning to analyze current market conditions and form educated views about future markets. The learning environment is highly interactive, and enhanced by the live simulations, mini cases/projects/debates and the use of tools like Excel and Bloomberg.

To register or to view training locations and date options, please see our course calendar.

Course Pricing:

  • Early Registration: $1,100 per day (register at least 14 days in advance)
  • Standard Registration: $1,250 per day
  • Group rates available
  • Discounts offered to existing clients

Course Outlines:

  • Introduction to Capital Markets:
    • Key securities and players
    • Basics of capital structure
    • Sources of liquidity
  • Equity Issuance:
    • IPO process
    • Pricing vs. valuation
    • Greenshoe
    • Follow-on offerings
    • Rights issuance
  • Secondary Trading:
    • Order types
    • Free float
    • Short interest
  • Simulation:  Market Making
  • Fundamentals of Debt:
    • Obligation
    • Contract
    • Security
    • Series of cash flow
  • Credit Analysis:
    • Security and collateral
    • Subordination
    • Covenants
    • Credit ratings
  • Key Securities:
    • Loans
    • Bonds
    • Hybrid instruments
  • Fixed Income Math:
    • Compounding and discounting
    • Future value
    • Present value
    • Net present value “NPV”
    • Internal rate of return “IRR”
    • Challenges and how to interpret the results
  • Bond Pricing:
    • How bonds are quoted
    • How the bond price is determined
    • Trading “like a bond” on yield not price
    • How yield is determined
    • Price yield relationship

Please contact info@trainingthestreet.com for more information, including international courses and pricing.
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