Current Streaming Courses

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Broadcasts are in listed in Eastern time zone.

MondayJun 01

09:00 AM | Business

Doug Carroll

Summary

Mortgage Backed Securities

3 Hours 15 minutes |
Intermediate

Business |
09:00 AM
Doug Carroll

An introduction to MBS, pass-through securities, and CMO's, with details to help understand MBS and how they work.

Register
01:00 PM | Business

Doug Carroll

Summary

Capital Market Road Map

1 Hours 30 minutes |
Core

Business |
01:00 PM
Doug Carroll

A brief yet deep introduction of the global capital markets.

TuesdayJun 02

10:00 AM | Business

Vikrant Ponkshe

Summary

Foundations of Finance: Economics and Finance 101

3 Hours |
Intermediate

Business |
10:00 AM
Vikrant Ponkshe

This 10-part immersion in finance is designed for professionals or students working in tech field, or for those in the middle, back office, shared services/support areas of financial firms. Through this course, you will develop a solid understanding of the financial services business, players, products and services.

The Foundations of Finance certification is an essential orientation and immersion into the inner workings of the full spectrum of financial services organizations. This includes retail, commercial, corporate and investment banks; asset, investment and wealth managers, and private bankers; venture capital/hedge funds/alternative asset class investors; securities brokers and dealers; mortgage originators, lenders and processing companies; insurers and reinsurers; service providers, such as attorneys, accountants, auditors, compliance, and human capital professionals.  This program is an intense and thorough education for those who are new to the finance subject, as well as a refresher for those looking to brush up on their knowledge.

This program is also useful for as a “Finance for Non-Financial Managers” curriculum.

This is Module #1

01:00 PM | Business

Dan Graham

Summary

Business & Technical Writing Immersion

4 Hours 30 minutes |
Intermediate

Business |
01:00 PM
Dan Graham

Business Writing Immersion covers a proven, systematic approach to the art of effective, persuasive business and financial writing. Using 12 steps and almost 60 practical techniques, the course works through from initial writing analysis to final copy, producing documents that succeed every time. For each writing technique, the course provides tutorial with exercises and thoughtful answers. Special instructions help professionals for whom English is a second language. Advanced techniques help teams write long documents such as proposals.

Each step of the course consists of videos, supplemental PDF documents that will allow you to follow along with the instructor, and an e-book extract that pertains to the segment being covered in the video for reference. There are 38 video modules for this course, including supplemental materials, averaging approximately 7-10 minutes each.

Register

WednesdayJun 03

09:00 AM | Business

Russ Faulkner

Summary

U.S. Residential Mortgage Business

6 Hours 30 minutes |
Intermediate

Business |
09:00 AM
Russ Faulkner

A comprehensive overview and analysis, covering all aspects of the residential mortgage industry in the US.

Register

ThursdayJun 04

Summary

Foundations of Finance: The Road Map, Who’s Who, and How Financial Institution Make Money

3 Hours |
Intermediate

Business |
10:00 AM
Vikrant Ponkshe

This 10-part immersion in finance is designed for professionals or students working in tech field, or for those in the middle, back office, shared services/support areas of financial firms. Through this course, you will develop a solid understanding of the financial services business, players, products and services.

The Foundations of Finance certification is an essential orientation and immersion into the inner workings of the full spectrum of financial services organizations. This includes retail, commercial, corporate and investment banks; asset, investment and wealth managers, and private bankers; venture capital/hedge funds/alternative asset class investors; securities brokers and dealers; mortgage originators, lenders and processing companies; insurers and reinsurers; service providers, such as attorneys, accountants, auditors, compliance, and human capital professionals.  This program is an intense and thorough education for those who are new to the finance subject, as well as a refresher for those looking to brush up on their knowledge.

This program is also useful for as a “Finance for Non-Financial Managers” curriculum.

This is Module #2

01:00 PM | Business

Doug Carroll

Summary

Fundamental Financial Mathematics

2 Hours 30 minutes |
Core

Business |
01:00 PM
Doug Carroll

A guide to the building blocks of Financial Math, with in-depth analysis and examples.

FridayJun 05

09:00 AM | Business

Xavier Jenkins

Summary

Customer Service Fundamentals

2 Hours 45 minutes |
Core

Business |
09:00 AM
Xavier Jenkins

An introduction to customer service and its importance in any business.

TuesdayJun 09

Summary

Foundations of Finance: Financial Institution and Market Trends

3 Hours |
Intermediate

Business |
10:00 AM
Vikrant Ponkshe

This 10-part immersion in finance is designed for professionals or students working in tech field, or for those in the middle, back office, shared services/support areas of financial firms. Through this course, you will develop a solid understanding of the financial services business, players, products and services.

The Foundations of Finance certification is an essential orientation and immersion into the inner workings of the full spectrum of financial services organizations. This includes retail, commercial, corporate and investment banks; asset, investment and wealth managers, and private bankers; venture capital/hedge funds/alternative asset class investors; securities brokers and dealers; mortgage originators, lenders and processing companies; insurers and reinsurers; service providers, such as attorneys, accountants, auditors, compliance, and human capital professionals.  This program is an intense and thorough education for those who are new to the finance subject, as well as a refresher for those looking to brush up on their knowledge.

This program is also useful for as a “Finance for Non-Financial Managers” curriculum.

This is Module #3

ThursdayJun 11

Summary

Foundations of Finance: Risk and Returns in the Financial Industry

3 Hours |
Intermediate

Business |
10:00 AM
Vikrant Ponkshe

This 10-part immersion in finance is designed for professionals or students working in tech field, or for those in the middle, back office, shared services/support areas of financial firms. Through this course, you will develop a solid understanding of the financial services business, players, products and services.

The Foundations of Finance certification is an essential orientation and immersion into the inner workings of the full spectrum of financial services organizations. This includes retail, commercial, corporate and investment banks; asset, investment and wealth managers, and private bankers; venture capital/hedge funds/alternative asset class investors; securities brokers and dealers; mortgage originators, lenders and processing companies; insurers and reinsurers; service providers, such as attorneys, accountants, auditors, compliance, and human capital professionals.  This program is an intense and thorough education for those who are new to the finance subject, as well as a refresher for those looking to brush up on their knowledge.

This program is also useful for as a “Finance for Non-Financial Managers” curriculum.

This is Module #4

TuesdayJun 16

Summary

Foundations of Finance: Understanding Credit and Credit Risk

3 Hours |
Intermediate

Business |
10:00 AM
Vikrant Ponkshe

This 10-part immersion in finance is designed for professionals or students working in tech field, or for those in the middle, back office, shared services/support areas of financial firms. Through this course, you will develop a solid understanding of the financial services business, players, products and services.

The Foundations of Finance certification is an essential orientation and immersion into the inner workings of the full spectrum of financial services organizations. This includes retail, commercial, corporate and investment banks; asset, investment and wealth managers, and private bankers; venture capital/hedge funds/alternative asset class investors; securities brokers and dealers; mortgage originators, lenders and processing companies; insurers and reinsurers; service providers, such as attorneys, accountants, auditors, compliance, and human capital professionals.  This program is an intense and thorough education for those who are new to the finance subject, as well as a refresher for those looking to brush up on their knowledge.

This program is also useful for as a “Finance for Non-Financial Managers” curriculum.

This is Module #5

ThursdayJun 18

10:00 AM | Business

Vikrant Ponkshe

Summary

Foundations of Finance: Consumer and Retail

3 Hours |
Intermediate

Business |
10:00 AM
Vikrant Ponkshe

This 10-part immersion in finance is designed for professionals or students working in tech field, or for those in the middle, back office, shared services/support areas of financial firms. Through this course, you will develop a solid understanding of the financial services business, players, products and services.

The Foundations of Finance certification is an essential orientation and immersion into the inner workings of the full spectrum of financial services organizations. This includes retail, commercial, corporate and investment banks; asset, investment and wealth managers, and private bankers; venture capital/hedge funds/alternative asset class investors; securities brokers and dealers; mortgage originators, lenders and processing companies; insurers and reinsurers; service providers, such as attorneys, accountants, auditors, compliance, and human capital professionals.  This program is an intense and thorough education for those who are new to the finance subject, as well as a refresher for those looking to brush up on their knowledge.

This program is also useful for as a “Finance for Non-Financial Managers” curriculum.

This is Module #6

TuesdayJun 23

Summary

Foundations of Finance: Wealth Management and Investing Capital

3 Hours |
Intermediate

Business |
10:00 AM
Vikrant Ponkshe

This 10-part immersion in finance is designed for professionals or students working in tech field, or for those in the middle, back office, shared services/support areas of financial firms. Through this course, you will develop a solid understanding of the financial services business, players, products and services.

The Foundations of Finance certification is an essential orientation and immersion into the inner workings of the full spectrum of financial services organizations. This includes retail, commercial, corporate and investment banks; asset, investment and wealth managers, and private bankers; venture capital/hedge funds/alternative asset class investors; securities brokers and dealers; mortgage originators, lenders and processing companies; insurers and reinsurers; service providers, such as attorneys, accountants, auditors, compliance, and human capital professionals.  This program is an intense and thorough education for those who are new to the finance subject, as well as a refresher for those looking to brush up on their knowledge.

This program is also useful for as a “Finance for Non-Financial Managers” curriculum.

This is Module #7

ThursdayJun 25

Summary

Foundations of Finance: Business and Commercial Finance

3 Hours |
Intermediate

Business |
10:00 AM
Vikrant Ponkshe

This 10-part immersion in finance is designed for professionals or students working in tech field, or for those in the middle, back office, shared services/support areas of financial firms. Through this course, you will develop a solid understanding of the financial services business, players, products and services.

The Foundations of Finance certification is an essential orientation and immersion into the inner workings of the full spectrum of financial services organizations. This includes retail, commercial, corporate and investment banks; asset, investment and wealth managers, and private bankers; venture capital/hedge funds/alternative asset class investors; securities brokers and dealers; mortgage originators, lenders and processing companies; insurers and reinsurers; service providers, such as attorneys, accountants, auditors, compliance, and human capital professionals.  This program is an intense and thorough education for those who are new to the finance subject, as well as a refresher for those looking to brush up on their knowledge.

This program is also useful for as a “Finance for Non-Financial Managers” curriculum.

This is Module #8

TuesdayJun 30

Summary

Foundations of Finance: Corporate & Investment Finance

3 Hours |
Intermediate

Business |
10:00 AM
Vikrant Ponkshe

This 10-part immersion in finance is designed for professionals or students working in tech field, or for those in the middle, back office, shared services/support areas of financial firms. Through this course, you will develop a solid understanding of the financial services business, players, products and services.

The Foundations of Finance certification is an essential orientation and immersion into the inner workings of the full spectrum of financial services organizations. This includes retail, commercial, corporate and investment banks; asset, investment and wealth managers, and private bankers; venture capital/hedge funds/alternative asset class investors; securities brokers and dealers; mortgage originators, lenders and processing companies; insurers and reinsurers; service providers, such as attorneys, accountants, auditors, compliance, and human capital professionals.  This program is an intense and thorough education for those who are new to the finance subject, as well as a refresher for those looking to brush up on their knowledge.

This program is also useful for as a “Finance for Non-Financial Managers” curriculum.

This is Module #9

ThursdayJul 02

Summary

Foundations of Finance: Governments, International Finance and Transnational Organizations

3 Hours |
Intermediate

Business |
10:00 AM
Vikrant Ponkshe

This 10-part immersion in finance is designed for professionals or students working in tech field, or for those in the middle, back office, shared services/support areas of financial firms. Through this course, you will develop a solid understanding of the financial services business, players, products and services.

The Foundations of Finance certification is an essential orientation and immersion into the inner workings of the full spectrum of financial services organizations. This includes retail, commercial, corporate and investment banks; asset, investment and wealth managers, and private bankers; venture capital/hedge funds/alternative asset class investors; securities brokers and dealers; mortgage originators, lenders and processing companies; insurers and reinsurers; service providers, such as attorneys, accountants, auditors, compliance, and human capital professionals.  This program is an intense and thorough education for those who are new to the finance subject, as well as a refresher for those looking to brush up on their knowledge.

This program is also useful for as a “Finance for Non-Financial Managers” curriculum.

This is Module #10

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