Finance/Economics class content:
- Session 1:
– Investment industry
– Ethics and investment professionalism
– Regulation, regulatory processes - Session 2:
– Quantitative concepts
– Time value of money
– Interest - Session 3
– Macro/micro economics
– Monetary and fiscal policy
– Supply and demand - Session 4:
– International economics
– Exchange rates
– Currencies
– How countries interact with each other - Session 5:
-Financial statements
-Balance sheet, income statement, cash flow statement
-Financial ratios (i.e current ratio, quick ratio, ROA, etc.) - Session 6:
– Debt securities (bonds)
– Key features (par value, coupon rate, maturity date)
– Yield Curve - Session 7:
– Equity securities (stocks)
– Key features (life, par value, voting rights, cash flow rights) - Session 8:
– Derivatives
– Types of derivatives (forwards, futures, options, swaps)
– Differences between types of derivatives - Session 9:
– Alternative investments
– Private equity, real estate, commodities
– Why investors buy alternative investments - Session 10:
– Investment vehicles and management
– Direct vs indirect investments
– Active management vs passive management
– Functioning of financial markets
– Primary markets and secondary markets - Session 11:
– Risk management
– Risk assessment (risk matrices, risk measures) - Session 12:
– Performance evaluation
– Sharpe and Treynor ratios
– Relative returns
The teacher reserves the right to modify the curriculum content.
