This course teaches you what a financial analyst at a Wall Street firm does. Using industry-standard valuation models, you will learn about financial statement analysis, forecasting, risk analysis, and analyst recommendations. You will also learn how to value firms using the latest industry-standard indicators of firm performance on environmental, social, and governance (ESG) issues. Finally, you will learn how to prepare an industry-standard stock pitch, present your stock pitch to clients or investment managers, and interact with financial executives.  

Prerequisite:  Attending this course without a background in the stock market might be challenging at first, but many students overcome the initial hurdle. We recommend a pre-program reading available on the internet (like many others): The Basics for Investing in Stocks to familiarize yourself with some concepts covered in the course. After that, you may want to read Mr. Peter Lynch's classic, "One Up on Wall Street." You can watch YouTube videos, including "The Ultimate Guide To Stock Market Investing" by Peter Lynch. Some students also find watching CNBC to be quite helpful.  

This is an overview course on the link between the economy and the global financial markets, particularly how government monetary and fiscal policies and the state of the economy impact stocks, bonds, currencies, and alternative assets.  As major policy decisions or economic, political, social, financial, and corporate news are announced, retail investors, traders, portfolio managers, and hedge funds, for example, change their trading and investment strategies.  Their trading decisions affect securities prices in real-time. Overall, students will learn how the financial markets respond to current events and headlines about, for example, healthcare, inflation, jobs, taxes, interest rates, industrial performance, politics, war, terrorism, and natural disasters.  This course is a gateway to understanding the link between the economy and the capital markets.

In today's highly volatile market, spreading your investment across multiple asset classes such as stocks, bonds, real estate, currencies, and commodities is essential. Determining how much of your investment fund should be allocated to these assets is the most crucial aspect of your investment strategy. This course teaches you the principles of testing investment strategies for portfolio management. While there are no prerequisites for this course, you will be introduced to fundamental valuation models of these asset classes. We will teach you how investors allocate funds among different assets to limit their risk. The objective is to learn about investing in a diversified portfolio. Using Excel and industry-standard valuation platforms, you will test investment strategies, back-test your model, conduct portfolio optimization exercises, evaluate performance, and manage risk.

Prerequisite: A basic level of proficiency in Excel or Google Sheets is recommended.  Familiarity with capital markets is beneficial.      

This cutting-edge 5-day course on AI in Finance offers a dive into artificial intelligence's, including generative AI, role in the financial industry. Day 1 initiates with fundamental concepts, including AI's impact, real-world use cases, and potential benefits in decision-making. Subsequent days delve into practical applications such as automation, customer insights, and data analytics, equipping participants with hands-on skills. Day 2-3 introduces students to AI applications and tools and Day 4 addresses ethical considerations and responsible AI practices. The course concludes with a competition, where students develop and present AI-informed strategies, fostering a holistic understanding of AI's applications and ethics. The entrepreneurial presentation (pitch) aims to secure imaginary investor funding. Students are introduced to applications, software tools, and building apps using AI templates.

Prerequisite: A basic level of proficiency in Excel or Google Sheets is recommended.       

This course provides students with a comprehensive understanding of the rapidly evolving financial technology landscape. Led by a seasoned FinTech Consultant, the course delves into key business functions, exploring the impact of technological innovations on various sectors. With a focus on modern technologies, regulatory considerations, and business model innovations, students gain valuable insights into the valuation of FinTech firms and the application of these concepts in real-world scenarios. Students develop critical thinking skills, extrapolate from current trends, and enhance startup offerings, with an emphasis on fostering a deep understanding of FinTech accelerator programs. Students finish the course with a group pitch competition presenting their ideas to a panel of external judges. Through theory and application, students are equipped with the tools to navigate the landscape of the FinTech industry.

Prerequisite: Some familiarity with basic finance and capital markets concepts is helpful.