Training

Business and Management

Financial Analysis with Series 7

Start: TBA       Type: Evening / Weekend Classes       Duration (hr): 120

COURSE DESCRIPTION:

This course introduces students to basic concepts and methods employed by financial industry.  Students will learn the fundamentals for Economics and Financial Markets.  Financial instruments will be analyzed in great level of detail including valuation models discussed in class and drilled down individually by students in their homework.  Major processing streams of financial institutions will be discussed to familiarize students with problems and issues experienced by investments banks and broker/dealer community. Classes towards the end of the semester will be focused on preparation for the Series 7 Exam. 
 
COURSE OBJECTIVES:
Upon completing this course and to demonstrate competency in this course, the students will be able to:
- Understand the basic concepts of Economics and Financial Analysis
- Use the terminology utilized by Wall Street to describe concepts of various degrees of difficulty
- Employ their knowledge of financial products in their work and everyday life
- Analyze problems while recognizing similarities and differences of financial products involved
- Understand the basic processing streams within the investment community
- Understand questions on the Series 7 exam and choose correct answers utilizing their knowledge
 
STUDENT EXPECTATION:
Upon completing this course students will have the necessary skills to obtain a junior Financial Analyst or Sales Assistant role in a financial industry.  Students may expect to leverage new knowledge and additional certification for a career advancement at the current job.
 
THE FOLLOWING TOPICS WILL BE COVERED:
- Introduction to Financial Analysis
- Introduction to Economics
- Money and Banking
- Financial Management
- Markets and Institutions
- Interest Rates, Risk and Rate of Return
- Time Value of Money
- Equity Securities
- Fixed Income Securities
- Futures Markets
- Options Markets
- SWAPS
- Foreign Trade and Exchange
- Broker Dealer Processing Streams
- Order Management, Purchase and Sales
- Cashiering Operations
- Margin and Securities Lending
- Corporate Actions. Asset Management
- Series 7 Exam Preparation
 

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