آموزش بازارهای مالی جهانی و ابزارهای سرمایه‌گذاری - آخرین آپدیت

Module 1: Introduction & Review of Elementary Finance Tools Module 1: Introduction & Review of Elementary Finance Tools

• Introduction and welcome to the class Introduction and welcome to the class

• Meet the Professor! Meet the Professor!

• What is the investment management process? What is the investment management process?

• Back to basics (Part 1.1): What is time value of money? Back to basics (Part 1.1): What is time value of money?

• Back to Basics (Part 1.2): Finding the future value of a cash flow Back to Basics (Part 1.2): Finding the future value of a cash flow

• Back to Basics (Part 1.3): Finding the present value of a cash flow Back to Basics (Part 1.3): Finding the present value of a cash flow

• Back to basics (Part 2.1): What are annuities? Back to basics (Part 2.1): What are annuities?

• Back to basics (Part 2.2): Annuities example: Retirement problem Back to basics (Part 2.2): Annuities example: Retirement problem

• Back to basics (Part 2.3): Finding the present value of annuities Back to basics (Part 2.3): Finding the present value of annuities

• Back to basics (Part 2.4): Annuities Example: Loan Problem Back to basics (Part 2.4): Annuities Example: Loan Problem

• Back to basics (Part 3.1): Computing the effective annual interest rate Back to basics (Part 3.1): Computing the effective annual interest rate

• Back to basics (Part 3.2): Computing an effective rate over any period Back to basics (Part 3.2): Computing an effective rate over any period

• Back to basics (Part 3.3): Examples, examples, and more examples Back to basics (Part 3.3): Examples, examples, and more examples

• Back to basics (Part 3.4): Computing continuously compounded rates Back to basics (Part 3.4): Computing continuously compounded rates

• Back to basics (Part 4.1): Valuing perpetuities and growing perpetuities Back to basics (Part 4.1): Valuing perpetuities and growing perpetuities

• Back to basics (Part 4.2): Valuing growing annuities Back to basics (Part 4.2): Valuing growing annuities

• Using elementary finance tools – Summary Using elementary finance tools – Summary

Module 2: Financial system & financial assets: fixed income securities Module 2: Financial system & financial assets: fixed income securities

• Introduction: The role of financial markets as a time machine Introduction: The role of financial markets as a time machine

• A primer on financial assets A primer on financial assets

• Basics of bond valuation Part 1 Basics of bond valuation - Part 1

• Basics of Bond Valuation Part 2 Basics of Bond Valuation Part 2

• Money market instruments Money market instruments

• Calculating U.S. Treasury bill prices Calculating U.S. Treasury bill prices

• U.S Treasury securities U.S Treasury securities

• Other long term debt instruments Other long-term debt instruments

• Summing up fixed income securities Summing up fixed income securities

Module 3: Financial system & financial assets: equity securities and derivatives Module 3: Financial system & financial assets: equity securities and derivatives

• Equity Securities Equity Securities

• Basics of equity valuation Basics of equity valuation

• Derivative securities: Overview Derivative securities: Overview

• Derivative Securities: Options Derivative Securities: Options

• Derivative securities: Futures and forward contracts Derivative securities: Futures and forward contracts

• Traditional vs. alternative asset classes Traditional vs. alternative asset classes

• Summing Up equities and derivatives Summing Up equities and derivatives

Module 4: Organization of financial markets and securities trading Module 4: Organization of financial markets and securities trading

• Overview – Market structure: where rubber meets the road Overview – Market structure: where rubber meets the road

• Major players in financial markets Major players in financial markets

• Primary and secondary markets Primary and secondary markets

• Types of order Types of order

• Margin transactions Margin transactions

• Short sales Short sales

• New trends in securities trading New trends in securities trading

• Summary Summary