New York Institute of Finance (NYIF) Certified-Global Investment Strategy Essentials (GISE)

Outline:

1.       Global Capital Markets

·         The major capital markets

·         Introduction to Money Markets

·         Introduction to Foreign Exchange

·         Introduction to Derivatives

·         Time Value of Money

2.        Mutual Funds

·         Understanding mutual funds

·         Introduction to various mutual fund products

·         Selecting the right mutual fund

·         Operation of a mutual fund company

·         Trends in the mutual fund industry

3.        Fixed Income Securities

·         Bonds and their features

·         The fixed-income marketplace

·         The fixed income regulatory environment.

·         Overview of the treasury yield curve

·         Factors Affecting the treasury yield curve

·         Introduction to the dynamic nature of the yield curve

·         Role of the treasury yield curve as a Benchmarking and forecasting tool

4. Equity Markets

·         Common stock

·         Preferred stocks

·         Equity-linked issues

·         Indexes

5.  Financial Derivatives

·         Basics of forwards and Futures

·         Introduction to Options

·         Trading Derivatives

·         Introduction to Swaps

6.       Options Markets

·         Options terminology

·         Fundamentals of options products

·         Option combination strategies

·         Factors that impact an option’s value

·         Pricing options

·         Option sensitivities

7.        Hedge Funds

·         Hedge fund Overview

·         Hedge Funds Investment Strategies

·         Analysing Hedge Funds

·         Hedge Funds Industry Infrastructure

·         Hedge Funds Industry Trends and Challenges (Issues)

8.       Asset-Backed Securities

·         Introduction to asset-backed securities

·         Structure and rating of asset-backed securities

·         Major sectors of the asset-backed securities market

·         Pricing and trading of asset-backed securities

·         The future of the asset-backed securities market

9 Fixed Income Portfolio Investment Strategies

·         Review of Fixed Income Products

·         Passive Fixed Income Portfolio Strategies

·         Active Fixed Income Portfolio Strategies

10. Equity Portfolio Investment Strategies

·         Review of Equity Valuation Techniques- Importance and Quality of Earnings

·         Equity Strategies

• Apply Global Active & Passive Investment Strategies
• Understand Global Futures & Forwards, Options, and Swaps
• Use Treasury Yield Curve as a Benchmarking and Forecasting Tool
• Learn Global Hedge Fund Investment Strategies

·         Independent Financial Management - Well-informed end investors who wish to become independent by managing their finances

·         Investment Management - Investment Advisors, Financial Planners, and Wealth Managers advising HNIs and business families

·         Sales and Trading (Sell Side) – Sales & Trading Professionals