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Financial Instruments: Fixed income, Equity, Derivatives and Funds

Professionals working in or interacting with the financial services industry need more than an abstract description of financial markets and institutions. This intensive 2-day practical course will examine models and concepts to see not only why they matter, but also how they are used in the real world. Participants will learn how to select individual financial instruments for investment purposes and avoid their misapplication, as well as how to evaluate investment strategies, and measure their performance effectively.

Date: TBA
Time: 9:00 am - 5:00 pm
Location: 688 Sherbrooke West
Fee: $895.00 CAD plus applicable taxes


Description

This course gives an in-depth overview of financial markets and their principal participants, the nature of savings, flow of funds, and financial securities with focus on understanding principles of asset classes and basic valuation models. It explores equity & fixed income instruments, alternative investments, derivative instruments, their characteristics, limitations and implications of their practical application, portfolio management issues. Pros and cons of each instrument and strategy are exposed. Course material is presented in today’s context and provides links to the current financial market events.


Who should attend

Professionals working in or interacting with the Financial Services Industry.


Objectives

At the end of this course participants will be able to:

  • Select individual financial instrument for investment purposes
  • Capture the practical implications of investments
  • Price and hedge financial instruments
  • Analyze and value investments with different asset class structure
  • Evaluate investment strategies, and measure performance effectively
  • Act as an informed user of derivatives
  • Avoid misapplication of financial instruments
  • Select individual financial instrument for investment purposes
  1. Investments needs determination
  2. Equity characteristics
  3. Fixed Income characteristics
  4. Derivatives characteristics
  5. Alternatives instruments characteristics
  • Capture the practical implications of investments:
  1. Capital market structure and process
  2. Market expectations: analysis and management
  • Price and hedge financial instruments
  1. Pricing models
  2. Risk management models
  3. Hedging strategies
  • Analyze and value investments with different asset class structure
  1. Asset allocation
  2. Positions follow-up
  • Evaluate investment strategies, and measure performance effectively
  1. Performance measurement models
  2. Portfolio optimization
  • Act as an informed user of derivatives
  1. Derivatives products inventory and trend
  2. Exposure and protection
  3. Positions follow-up
  4. Regulations
  5. Reporting standards
  • Avoid misapplication of financial instruments
  1. Investment process documentation
  2. Financial instruments inventory
  3. Financial instruments protocol card
  4. Investment strategy documentation
  5. Investments strategy follow-up and reporting

Facilitator

Messaoud AbdaMessaoud Abda, CFE, CGA, CICA, CSI, MBA, FICB is an experienced senior corporate manager and instructor with over 20 years of experience in various sectors of the financial market. Mr. Abda has extensive experience in finance and accounting with large Canadian corporations, including Caisse de depôt et placement du Québec and Hydro-Québec. Messaoud is currently a lecturer at McGill University School of Continuing Studies, as well as professor and program manager at Université de Sherbrooke.


Cancellation Policy

All cancellation & substitution requests must be made in writing. The following Cancellation Policy applies:

Up to 14 days prior to the start date: Full refund
7 days prior to the start date: Refund minus $100 Cancellation fee
Within 7 days of the start date: No Refund, however suitable participation substitution will be permitted

If no notice is given prior to the start of the event(s) and you fail to attend, you will be liable for the full course fee.

McGill SCS reserves the right to cancel an event up to 5 days prior to its start.


Contact Information

Telephone: 514-398-5454
E-mail pd [dot] conted [at] mcgill [dot] ca