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Principles of Capital Markets


 


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.


Virtual Learning Option

We have been leading virtual training seminars for years and know it takes more than just sending out a Zoom link to deliver a robust virtual learning program.  TTS has the experience and capabilities to deliver the same effective programs in a safe virtual setting. Our instructors weave a unique blend of technology, pedagogy, and content to create an interactive experience that’s engaging and effective. To make our virtual classrooms come alive, we use these strategies and tools:

  • Dynamic mixture of instructor-led, self-led, and group activities
  • On-demand virtual access to instructors and teaching associates
  • Proactive and frequent student check-ins to make sure no student gets lost
  • Breakout rooms for group collaboration and one-on-one support 
  • Interactive polls, games and competitions

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

Daily 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

Schedule

9:00am to 5:00pm each day.

Prerequisites

Fundamental knowledge of financial accounting: TTS recommends our self-study, Financial Statement Analysis.  For additional information please visit TTSAcademy.com

Cancellation Policy

Cancellations up to 14 days before the workshop will receive a full refund. Cancellations within 14 days of a course will not be refunded. TTS reserve the right, at its sole discretion, to cancel a course. If TTS cancels a course, payments are refunded in full.

Questions? Please contact info@trainingthestreet.com for more information.