Wealth Management : 1) Portfolio Management and Duration 2) Introduction to Portfolio Risk 3) Asset Allocation and Taxation MONEY AND CAPITAL MARKETS PARTICIPANTS AND REGULATORS 1) The Financial System 2) US Regulatory Structures 3) JPMorgan Oversight 4) UK vs EU Regulatory Structure

MONEY MARKETS, FOREIGN EXCHANGE AND TIME VALUE OF MONEY : M01: The Major Capital Markets M02: Introduction to Money Markets M03: Introduction to Foreign Exchange BOND AND EQUITY MARKETS : M01: Bond Markets M04: Equity Markets & Trading

MODULE 7: SELLER’S VIEWPOINT MODULE 9: REVIEW AND DOCUMENTS MODULE 10: DOCUMENTS

MODULE 1: OVERVIEW AND BUYER STRATEGIES MODULE 2: FINDING A DEAL MODULE 3: PRICING THE DEAL MODULE 6: FINANCING THE DEAL

FINANCIAL PROJECTIONS : M01: Financial Warning Signs M02: Forecasting and Projections M03: Capital Structure M04: Debt Capacity Cash Flow Analysis : M01: Cash Flow Analysis M02: Project Finance M03: Financial Hedges M04: Case Studies

Overview of Trusts : 1) Introduction to Trusts 2) Trusts and Taxation 3) Characteristics of Trusts 4) Introduction to the Securities Industry 5) Introduction to Brokerage Operations

INTRODUCTION : 1) A definition of risk 2) Sources of risk 3) Why do firms manage risk? 4) Risk measurement vs risk management TAXONOMY OF RISKS 1) Market risk 2) Credit risk 3) Operational Risk 4) Liquidity risk 5) Systemic risk Introduction to Loss Distribution : 1) Components of Risk Model 2) Profit and Loss 3) Risk Measures 4) Value at Risk 5) Expected Shortfall 6) Historical Loss Distribution 7) Coherent Risk Measures 8) Stress Testing

Equities : 1) Common Stock 2) Preferred Stocks 3) Indexes

Derivative Instruments : 1) Basics of Forwards and Futures 2) Introduction to Options 3) Trading derivatives

Fixed Income Securities : 1) Bonds and Their Features 2) The Fixed Income Marketplace Yield Curve Analysis : Treasury Yield Curve-An Introduction

COURSE 1: FIXED INCOME PORTFOLIO MANAGEMENT M01: Review of Fixed Income M02: Passive Fixed Income Portfolio Management COURSE 2: EQUITY PORTFOLIO MANAGEMENT M01: Review of Equity Valuation Techniques M02: Equity Strategies

Mutual Funds : 1) Understanding Mutual Funds 2) Operation of a Mutual Fund Company Portfolio Management I : 1) Money Markets and 2) Portfolio Management

Introduction to Supply Chain Finance : 1) Introduction 2) Enablers 3) History of Supply Chain Finance 4) Market Challenges 5) Working Capital 101 6) Products and Solutions 7) Options to Enter into Supply Chain Finance Market 8) Success Factors in Supply Chain Finance 9) L01:Sales and Marketing 10) L02:Right Goals and Right Decisions 11) Market 12) Stakeholders and Market Participants 13) Trends & MarketRisks 14) Future Developments

Finance for Nonfinancial Managers : 1) Introduction to Financial Management 2) Key Financial Statements 3) Generally Accepted Accounting Principles (GAAP) and Audits Corporate Credit Analysis : 1) Industry and Company Forecasting 2) Financial Analysis

Business Valuation : 1) Introduction to Business Valuation 2) The Foundations of Free Cash Flows 3) The Weighted Average Cost of Capital 4) The DCF Approach to Business Valuation

Corporate Finance : 1) Introduction to Corporate Finance 2) Time Value of Money 3) Time Value Applications Finance for Nonfinancial Managers : Budgeting for Nonfinancial Managers MONEY AND CAPITAL MARKETS PARTICIPANTS AND REGULATORS : 1) The Financial System 2) US Regulatory Structures 3) JPMorgan Oversight 4) UK vs EU Regulatory Structure

Asset Backed Securities : 1) Introduction to Asset-Backed Securities 2) Structure and Rating of Asset-Backed Securities 3) Major Sectors of the Asset-Backed Securities Market 4) The Future of the Asset-Backed Securities Market Options : 1) Options Terminology 2) Fundamentals of Options Products