All courses
New York Institute of Finance
In this comprehensive course, you will explore the three main purposes of Rule 15C3-3 and their significance in protecting customer interests. Gain insights into the regulatory environment, understand the reserve formula, and learn how to manage possession or control requirements. This course is designed for professionals seeking to deepen their knowledge of financial regulations and improve their compliance strategies.
New York Institute of Finance
In this course, you will gain a foundational understanding of portfolio management and duration. You will learn to define duration, immunize a portfolio, and assess risks associated with duration. The course is designed to help new private bankers, wealth advisors, and portfolio managers enhance their skills in managing investments effectively.
New York Institute of Finance
In this course, you will explore the two primary ways companies can expand: building up the existing company or acquiring a new one. You will learn about the key advantages and disadvantages of acquisitions, the main players in M&A transactions, and the steps involved in planning an acquisition. Additionally, the course covers the basics of acquisition financing, providing a comprehensive understanding of the M&A process.
New York Institute of Finance
This course offers a thorough preparation for the Series 7 exam, covering all essential topics such as options, municipal securities, and suitability. Learners will benefit from 20+ hours of video training, a 624-page textbook, and unlimited practice exams, ensuring they are well-equipped to pass the exam and advance their careers in financial services.
Kaplan
This comprehensive course provides the necessary skills to excel in financial advising, focusing on practical business-building techniques and client engagement strategies. Participants will learn to develop business plans, market their practice, and understand client psychology, all while engaging in practical application activities to solidify their learning.
New York Institute of Finance
In this course, you will delve into the intricacies of the Weighted Average Cost of Capital (WACC), learning how to calculate it both pre-and post-acquisition. The course covers essential topics such as the weighted average cost equation, after-tax expected cost of debt, and the use of CAPM for expected cost of equity. Through practical case studies, you will understand the effect of leverage on WACC and gain the skills necessary to apply these concepts in professional settings.
Jaime López SolivaNuclio Learning
This course offers the opportunity to understand in detail the methods of valuation, such as cash flow discounting and the multiples method, which are essential for informed financial decision-making. You will learn to evaluate the value of companies using different perspectives and methods, crucial for those looking to engage in investment or acquisition opportunity evaluation.
New York Institute of Finance
In this course, you will explore the specific characteristics of trusts and the objectives they can accomplish for high-net-worth individuals. You will learn about various types of trusts, their applications, and the duties of a trustee. The course also covers trust taxation, trust characteristics, and the differences between revocable and irrevocable trusts. By the end of the course, you will be equipped with the knowledge to determine which type of trust provides a solution for specific needs.
Alfonso Fernandez CerezoIEBS Digital School 7
This course offers a deep dive into the technologies driving changes in the financial market, understanding app-based payments, and exploring the forex market improvements through FinTech. Learn about traditional versus new business models and discover opportunities facilitated by in-app payments.
Luis FloritNuclio Learning
This course provides a comprehensive understanding of blockchain technology, its main networks, and its applications. You will learn about the structure, decentralization, and consensus mechanisms of blockchain, the origins and development of Bitcoin and other cryptocurrencies, and the application of blockchain in various sectors including DeFi and supply chains.
Santiago BeltranIEBS Digital School 7
In this course, you will learn how to identify the most profitable investments for a company, engage in stock market investments, and understand the most suitable financial markets and banking products. You will also learn to analyze stock markets to invest with minimal risk and ensure the growth and value generation of a company through comprehensive financial state analysis.
Pedro RojasNuclio Learning
In this comprehensive course, you will delve into the intricacies of the Anti-Money Laundering and Counter-Terrorism Financing Law, learning to navigate complex ethical and legal scenarios. Gain practical insights into compliance procedures, internal reporting, and the use of technology in compliance. Enhance your ability to work collaboratively across departments and stay updated with continuous training strategies.
New York Institute of Finance
In this course, you will learn the intricacies of trading long and short options in cash accounts. The course covers the execution of these options, the use of covered options, and the role of escrow agreements in option trading. Designed for finance professionals, traders, and investment advisors, this course will equip you with the skills needed to excel in options trading.
New York Institute of Finance
This course offers a detailed preparation for the Series 79 exam, covering essential topics such as equity and debt securities, SEC reporting rules, mergers and acquisitions, and financial analysis. With over 11 hours of video training and unlimited practice exams, learners will gain the knowledge and confidence needed to succeed in the exam and advance their careers in investment banking.
María Lorena Rivas RodríguezIEBS Digital School 7
This course will equip you with the skills to manage a company's finances, understand and implement strategies to increase profits, analyze investments, and create economic projections. You will become proficient in boosting the financial and accounting operations of a company.
New York Institute of Finance
This course offers a detailed preparation for the Series 65 exam, covering all necessary topics such as equity securities, corporate and municipal debt, investment companies, and more. With 13+ hours of video training, a 516-page textbook, and unlimited practice exams, learners will gain the knowledge and confidence needed to succeed. The course is ideal for those looking to advance their careers in finance by becoming certified investment adviser representatives.
