Sales and Trading Pathway
We have updated the Sales and Trading Pathway, as a result your pathway completion may have changed. Discover the new content sections below.
Intern 0/44 Playlists Completed
Understanding the Corporate Lifecycle and Financing Decisions
Valuation | 11 videos | 1 quiz
Main Types of Financing
1 of 12
02:18
Balance Sheet and Capital Structure
2 of 12
03:27
Return on Equity
3 of 12
02:19
Return on Equity Workout
4 of 12
03:53
Equity vs. Stock vs. Shares
5 of 12
03:20
Book Value vs. Market Value
6 of 12
04:06
Book Value and Market Value Workout
7 of 12
04:57
Debt vs. Equity
8 of 12
04:19
The Corporate Lifecycle
9 of 12
03:59
Leverage
10 of 12
04:08
Leverage Workout
11 of 12
05:32
Understanding the Corporate Lifecycle Tryout
12 of 12
Introductory Courses |
10 videos | 1 quiz
The Global Debt Market
1 of 11
01:23
Public vs. Private Debt - The Two Dimensions
2 of 11
02:25
Loans vs. Bonds
3 of 11
02:50
Loan Types Household vs. Corporate
4 of 11
02:57
Loan Types Revolving Facilities vs. Closed-End Loans
5 of 11
02:18
Loan Types Secured vs. Unsecured Loans
6 of 11
02:57
Investment Grade vs. High Yield
7 of 11
02:48
Government Bonds vs. Corporate Bonds
8 of 11
03:05
The Bond Issuance Process
9 of 11
03:35
Introduction to Debt Markets Workout
10 of 11
08:14
Introduction to Debt Markets Tryout
11 of 11
Introductory Courses |
21 videos | 1 quiz
Business Structures
1 of 22
03:03
Private vs. Public Equity
2 of 22
02:29
The Issuer's Perspective - Private vs. Public Equity Part 1
3 of 22
03:03
The Issuer's Perspective - Private vs. Public Equity Part 2
4 of 22
02:47
The IPO Process - Overview
5 of 22
03:51
The IPO Process - Bookbuilding, Pricing and Allocation
6 of 22
04:42
The IPO Process - Overallotment (Greenshoe) Option
7 of 22
02:37
Direct Listing
8 of 22
05:05
Common Stock vs. Preferred Stock
9 of 22
04:07
Depository Receipts
10 of 22
05:26
ADR Workout
11 of 22
03:57
The Global Public Equity Market
12 of 22
01:52
What is an Equity Index
13 of 22
02:13
Equity Index Weightings
14 of 22
04:10
Index Workout
15 of 22
02:10
Main Global Equity Indexes
16 of 22
02:28
Free Float Market Cap
17 of 22
02:56
The S&P 500
18 of 22
02:11
Key Equity Metrics and Data Points
19 of 22
04:48
PE Workout
20 of 22
01:25
Market Capitalization Categories
21 of 22
02:51
Introduction to Equity Markets Tryout
22 of 22
Introduction to Markets |
18 videos | 1 quiz
Financial Markets Map
1 of 19
02:58
Direct Market Participants Part 1
2 of 19
04:20
Direct Market Participants Part 2
3 of 19
02:21
Investing
4 of 19
04:29
Investors Institutional and Retail
5 of 19
02:50
Investors Institutional and Retail - Pension Funds
6 of 19
01:48
Investors Institutional and Retail - Insurance Companies
7 of 19
01:53
Investors Institutional and Retail - Endowments
8 of 19
01:21
Investors Institutional and Retail - Sovereign Wealth Funds
9 of 19
01:19
Investors Institutional and Retail - High Net Worth Individuals
10 of 19
02:32
Investment Funds
11 of 19
01:58
Active vs. Passive Management
12 of 19
03:48
Exchanges
13 of 19
02:42
Clearing and Settlement Agents
14 of 19
02:53
Clearing Houses
15 of 19
03:01
Central Securities Depositories
16 of 19
03:07
Custodians
17 of 19
03:44
The Regulatory and Advisory Layer
18 of 19
03:57
Market Participants Overview Tryout
19 of 19
Introduction to Markets |
14 videos | 1 quiz
What is a Financial Marketplace
1 of 15
01:46
Primary vs. Secondary Market
2 of 15
03:08
Cash vs. Derivatives Market
3 of 15
02:16
Exchange Traded vs. OTC Market
4 of 15
02:30
Exchanges and OTC Markets Workout
5 of 15
03:35
Electronic Communication Networks (ECNs)
6 of 15
02:00
Quote-Driven vs. Order-Driven
7 of 15
04:13
The Order Book
8 of 15
03:34
The Order Book Workout
9 of 15
05:11
Market Price Quotation
10 of 15
02:21
Trading Costs
11 of 15
03:17
Trading Costs and Profit Workout
12 of 15
02:41
Bid-Ask Spread - Main Drivers
13 of 15
03:25
Long vs. Short Positions
14 of 15
02:04
Financial Marketplaces and Prices Tryout
15 of 15
Introductory Courses |
22 videos | 1 quiz
Intro to Derivatives - What is a Financial Derivative
1 of 23
01:42
Intro to Derivatives - The Three Basic Types
2 of 23
04:35
Intro to Derivatives - Link Between Underlying and Contract
3 of 23
02:48
Intro to Derivatives - Cash vs. Physical Settlement
4 of 23
02:20
Intro to Derivatives - Hedging vs. Speculation
5 of 23
02:29
Intro to Derivatives - Benefits of Derivatives
6 of 23
03:52
Intro to Forwards and Futures - Definition of a Forward
7 of 23
02:14
Intro to Forwards and Futures - Forward Payoff Diagram
8 of 23
02:11
Intro to Forwards and Futures - The Forward Price
9 of 23
03:46
Intro to Forwards and Futures - The Cost of Carry
10 of 23
03:37
Intro to Forwards and Futures - Forwards vs. Futures
11 of 23
02:15
Intro to Forwards and Futures - Volume vs. Open Interest
12 of 23
02:54
Intro to Forwards and Futures - S&P 500 Futures
13 of 23
03:57
Intro to Swaps - Financial Swaps
14 of 23
03:32
Intro to Swaps - Interest Rate Swaps
15 of 23
02:56
Intro to Swaps - Interest Rate Swaps Example
16 of 23
04:12
Intro to Options - Financial Options
17 of 23
04:51
Intro to Options - The 4 General Option Positions
18 of 23
04:27
Intro to Options - Option Moneyness
19 of 23
02:48
Risks in Derivatives - Derivative Market Risk
20 of 23
04:58
Risks in Derivatives - Counterparty Credit Risk
21 of 23
03:39
Risks in Derivatives - Central Clearing of Derivatives
22 of 23
05:19
Introduction to Derivatives Tryout
23 of 23
Introduction to Markets |
16 videos | 1 quiz
Lifecycle of a Trade Overview
1 of 17
01:56
Pre Trade - Client Onboarding
2 of 17
01:04
Pre Trade - Market Research & Analysis
3 of 17
01:11
Pre Trade - Order Preparation & Placement
4 of 17
01:32
Pre Trade - Compliance Checks
5 of 17
01:00
Pre Trade - Counterparty Checks & Limits
6 of 17
01:23
Trade Execution - Trading Venues
7 of 17
01:56
Trade Execution - Order Types
8 of 17
01:39
Trade Execution - Liquidity
9 of 17
01:00
Clearing
10 of 17
02:31
Settlement
11 of 17
01:55
Position and Risk Management
12 of 17
00:44
Measuring Profit & Loss
13 of 17
00:39
Managing Corporate Actions
14 of 17
01:06
Internal & External Reporting
15 of 17
01:13
Managing Counterparty Exposure
16 of 17
01:31
Life Cycle of a Trade Tryout
17 of 17
Accounting |
22 videos | 1 quiz
What is Accounting
1 of 23
03:21
Who Uses Financial Statements - Part 1
2 of 23
03:28
Who Uses Financial Statements - Part 2
3 of 23
03:32
What are the Three Main Financial Statements
4 of 23
04:01
What Else is in Financial Reports - Annual Report
5 of 23
03:29
What Else is in Financial Reports - Press Release
6 of 23
01:06
What Else is in Financial Reports - Other Statements
7 of 23
02:02
What Are Accounting Standards
8 of 23
03:42
How Often Are Financial Statements Prepared
9 of 23
02:22
Annual Report Example
10 of 23
05:14
The Accounting Equation
11 of 23
04:43
The Balance Sheet - Assets
12 of 23
02:45
The Balance Sheet - Liabilities
13 of 23
02:09
The Balance Sheet - Equity
14 of 23
01:37
Balance Sheet Example
15 of 23
05:32
The Income Statement
16 of 23
04:39
Income Statement Example
17 of 23
03:49
The Cash Flow Statement
18 of 23
02:41
Cash Flow Statement Example
19 of 23
02:54
Accrual Accounting
20 of 23
04:46
The Matching Principle
21 of 23
01:21
Capitalization
22 of 23
03:08
Accounting Foundations Tryout
23 of 23
Valuation |
9 videos | 1 quiz
Valuation Overview
1 of 10
02:32
Calculating Equity Value
2 of 10
02:08
Calculating Equity Value Workout
3 of 10
01:41
Enterprise Value Bridge
4 of 10
02:33
Using the Enterprise Value Bridge
5 of 10
02:08
The Bridge - EV or Equity Value
6 of 10
01:55
EV and Equity Multiples Intro
7 of 10
03:28
EV and Equity Multiples Range of Multiples
8 of 10
02:18
EV and Equity Multiples Similar Co Workout
9 of 10
02:13
Valuation Fundamentals Tryout
10 of 10
Financial Math |
3 videos | 3 quizzes
Present Value and Future Value
1 of 6
08:09
Present Value and Future Value Tryout
2 of 6
Yields and Internal Rate of Return
3 of 6
11:49
Yields and Internal Rate of Return Tryout
4 of 6
Annuities and Perpetuities
5 of 6
09:50
Annuities and Perpetuities Tryout
6 of 6
Excel |
15 videos
Excel - Introducing the Case Requirements
1 of 15
02:13
Column Widths and Why
2 of 15
02:41
Hardcoded Numbers Get Their Own Cell
3 of 15
04:31
Hardcoded Numbers Formatting
4 of 15
03:44
Hardcoded Numbers Copy and Paste Formats
5 of 15
03:00
Building Formulas by Linking Cells
6 of 15
01:16
Handle and Locking With Dollar Signs Part 1
7 of 15
04:38
Handle and Locking With Dollar Signs Part 2
8 of 15
02:53
Sum the Totals
9 of 15
01:52
Consistent Fomulas Across Rows and Columns
10 of 15
02:37
Editing a Model - Intro
11 of 15
01:16
Editing a Model - Insert an Assumption
12 of 15
03:26
Editing a Model - Matrix Integrity
13 of 15
03:40
Editing a Model - Update Totals
14 of 15
02:28
Adding Checks to Numbers
15 of 15
03:55
Financial Modeling |
7 videos | 1 quiz
Intro to Excel and Interface
1 of 8
01:50
The Ribbon
2 of 8
03:57
Shortcut Basics - Accelerator Keys
3 of 8
03:37
Excel Set Up
4 of 8
03:35
Selecting
5 of 8
01:56
Copying
6 of 8
03:10
Editing
7 of 8
02:51
Menus & Shortcut Basics Tryout
8 of 8
Financial Modeling |
7 videos | 1 quiz
Font
1 of 8
03:49
Cell Borders and Fill Colors
2 of 8
04:57
Alignment
3 of 8
04:27
Number Formats
4 of 8
02:02
Styles
5 of 8
05:16
Cell Size
6 of 8
04:40
Standard Formatting Often Used
7 of 8
02:16
Basic Formatting Tryout
8 of 8
Financial Modeling |
4 videos | 1 quiz
Intro to Formulas
1 of 5
03:29
Intro to Formula Workout
2 of 5
03:57
Avoid Hardcodes in Formulas
3 of 5
04:17
Intro to Functions and Syntax
4 of 5
06:35
Basic Formulas and Calculations Tryout
5 of 5
Financial Modeling |
10 videos | 1 quiz
COUNT Function
1 of 11
03:58
MIN Function
2 of 11
02:48
MAX Function
3 of 11
04:07
AVERAGE Function
4 of 11
02:00
IF Function
5 of 11
03:20
SUMPRODUCT Function
6 of 11
00:47
SUMPRODUCT Function Workout 1
7 of 11
04:36
SUMPRODUCT Function Workout 2
8 of 11
03:02
SUMPRODUCT With Add, Subtract and Divide
9 of 11
00:49
SUMPRODUCT With Add, Subtract Workout
10 of 11
03:11
Basic Functions Tryout
11 of 11
Financial Modeling |
3 videos | 1 quiz
Intro to Naming Cells
1 of 4
04:21
Creating Names Using the Mouse
2 of 4
01:08
Creating Names Using Name Manager
3 of 4
04:06
Naming Cells & Referencing Tryout
4 of 4
Excel |
10 videos | 1 quiz
Cell Styles
1 of 11
01:12
Normal Cell Style
2 of 11
02:32
Normal Cell Style Workout
3 of 11
03:31
Percent, Date, Multiple and Hard Code Cell Styles
4 of 11
02:32
Percent, Date, Multiple, Hard Code Workout
5 of 11
04:04
Conditional Formatting
6 of 11
00:35
Conditional Formatting Workout
7 of 11
02:32
Conditional Formatting with Formulas Workout
8 of 11
03:17
Data Validation - Formatting
9 of 11
00:42
Data Validation Workout
10 of 11
02:09
Advanced Formatting Tryout
11 of 11
Excel |
5 videos | 1 quiz
F5 Tips and Tricks
1 of 6
04:48
Camera Tool
2 of 6
02:09
Watch Window
3 of 6
02:18
Split Windows
4 of 6
01:31
Circularity Issues
5 of 6
04:45
Exploring a Model Tryout
6 of 6
Excel |
9 videos | 1 quiz
Text Functions
1 of 10
01:56
CONCATENATE, LEN, FIND, RIGHT, LEFT Workout
2 of 10
02:46
UPPER, LOWER, PROPER, VALUE Workout
3 of 10
01:58
Date Functions
4 of 10
01:45
Date Formatting
5 of 10
01:12
Date Formatting Workout
6 of 10
02:55
DAY, MONTH, YEAR, DATE Workout
7 of 10
02:02
TODAY, WORKDAY, EOMONTH Workout
8 of 10
01:41
DATEDIF Workout
9 of 10
01:46
Text and Date Tryout
10 of 10
Excel |
14 videos
Column Chart
1 of 14
02:34
Pie Chart
2 of 14
02:20
Column Chart Side By Side
3 of 14
02:32
Column Chart Overlapping
4 of 14
02:46
Pie Chart - Value and Percentage
5 of 14
02:08
Stock Price History and Volume Bar Chart 1
6 of 14
03:52
Stock Price History And Volume Bar Chart 2
7 of 14
03:06
Stock Price Rebased To 100 Chart
8 of 14
03:54
XY Scatter Chart
9 of 14
05:16
Logos In Charts
10 of 14
02:21
Using Paste Format In Charts
11 of 14
01:55
Waterfall Chart
12 of 14
01:57
Floating Bar Chart
13 of 14
13:51
Benchmarking Chart
14 of 14
03:32
Excel |
13 videos | 1 quiz
Choose Function
1 of 14
01:38
Choose Function Workout
2 of 14
02:09
Offset Function
3 of 14
01:38
Offset Function Workout
4 of 14
01:53
Index Function
5 of 14
01:04
Index Function Workout
6 of 14
02:36
Match Function
7 of 14
01:30
Match Function Workout
8 of 14
02:49
Data Validation - Scenarios
9 of 14
01:03
Data Validation Workout
10 of 14
02:09
Conditional Formatting
11 of 14
02:15
Conditional Formatting Workout
12 of 14
02:33
Scenario Use in a Model Workout
13 of 14
04:23
Scenarios Tryout
14 of 14
Excel |
10 videos | 1 quiz
Lookup, Index, Offset and Match Functions
1 of 11
02:48
Lookup, Index, Offset and Match Functions Workout
2 of 11
05:37
XLOOKUP Workout
3 of 11
02:24
Nested XLOOKUP Workout
4 of 11
03:42
Working With Multiple Sheets
5 of 11
00:35
Working With Multiple Sheets Workout 1
6 of 11
04:10
Multiple Sheets Indirect Workout 2
7 of 11
03:45
Multiple Sheets Formulatext Workout 3
8 of 11
02:06
Transposing Data
9 of 11
00:41
Transposing Data Workout
10 of 11
04:10
Data Extraction Tryout
11 of 11
Excel |
10 videos | 1 quiz
Simple Data Tables
1 of 11
01:04
Simple Data Table - One Input One Output
2 of 11
02:12
Simple Data Table - One Input Multiple Output
3 of 11
01:32
Simple Data Tables - Two Input One Output
4 of 11
01:43
Data Tables Best Practice
5 of 11
00:57
Advanced Data Tables
6 of 11
02:00
Advanced and Flexible Data Tables
7 of 11
03:29
Three Input Data Table - Left Right
8 of 11
05:09
Three Input Data Table - Pivot
9 of 11
12:04
Three Input Data Table - Offset
10 of 11
07:14
Sensitivity Data Tables Tryout
11 of 11
Excel |
5 videos | 1 quiz
Goal Seek Tool
1 of 6
00:47
Goal Seek Model
2 of 6
01:10
Solver Tool
3 of 6
00:50
Installing Solver Add-in
4 of 6
00:32
Solver Example
5 of 6
02:37
Goal Seek and Solver Tryout
6 of 6
Excel |
12 videos | 1 quiz
Simple Sorting
1 of 13
05:30
Advanced Sorting
2 of 13
06:40
Auto Filters
3 of 13
06:39
Advanced Filters
4 of 13
09:45
Subtotals
5 of 13
05:58
Sum IF
6 of 13
07:11
D Functions
7 of 13
05:07
Simple Pivot Tables
8 of 13
08:18
Cross Tab Pivot Tables
9 of 13
03:44
Filters and Slicers
10 of 13
04:48
Pivot Table Grouping
11 of 13
02:23
D Functions and Pivot emulation
12 of 13
03:12
Database Analysis Tryout
13 of 13
Legacy |
13 videos | 1 quiz
Macros Overview and Settings
1 of 14
02:35
Recording a Macro
2 of 14
06:52
Macro Relative References
3 of 14
03:26
Macro Security
4 of 14
04:10
Running Macros - Keyboard
5 of 14
02:11
Running Macros - QAT
6 of 14
03:27
Running Macros - Worksheet Object
7 of 14
02:17
Running Macros - Ribbon
8 of 14
02:59
The VBA Editor - Overview
9 of 14
04:37
The VBA Editor - Organizing
10 of 14
02:39
The VBA Editor - Comments
11 of 14
02:14
The VBA Editor - Backup
12 of 14
01:25
Recording Macros with Calculations
13 of 14
11:15
Introduction to Macros Tryout
14 of 14
PowerPoint |
4 videos | 1 quiz
PowerPoint Interface Overview
1 of 5
01:40
The Ribbon
2 of 5
01:15
Quick Access Toolbar (QAT) and Customizing the QAT
3 of 5
04:42
Productivity Tools
4 of 5
00:41
The Ribbon and Quick Access Toolbar Tryout
5 of 5
PowerPoint |
7 videos | 1 quiz
Aspect Ratio or Slide Size
1 of 8
01:40
Adding Slides and Section Dividers
2 of 8
01:22
Slide Master Introduction
3 of 8
00:51
Slide Master - Editing Layouts
4 of 8
01:21
Slide Master - Editing Fonts and Colors
5 of 8
01:30
Slide Master - Editing the Footer
6 of 8
00:40
Gridlines, Guidelines and Smart Guides
7 of 8
01:29
Slides and Slide Master Tryout
8 of 8
PowerPoint |
2 videos | 1 quiz
Comments and Feedback
1 of 3
00:47
Saving and File Properties for Printing
2 of 3
01:30
Collaborating and Printing Tryout
3 of 3
Microsoft Office |
8 videos | 1 quiz
Adding Text - Text Boxes vs. Shapes
1 of 9
01:20
Basic Text Formatting
2 of 9
00:44
Advanced Text Formatting
3 of 9
00:39
Paragraph Formatting
4 of 9
00:39
Adjusting Shape Margins with Text
5 of 9
00:47
Adding Hyperlinks
6 of 9
01:00
Find and Replace
7 of 9
01:07
Building an Equation
8 of 9
01:17
Working with Text Tryout
9 of 9
PowerPoint |
9 videos | 1 quiz
Intro to PowerPoint Objects
1 of 10
00:34
Transforming Shapes and Other Objects
2 of 10
01:41
Basic Shapes Formatting and Effects
3 of 10
01:03
Advanced Shape Formatting and Effects
4 of 10
00:58
Alignment and Rotate Tool
5 of 10
01:12
Send Backwards or Forwards
6 of 10
01:28
Grouping and Ungrouping
7 of 10
00:49
Lines and Connectors
8 of 10
01:25
Merging Shapes and Adding Points
9 of 10
01:30
Working with Shapes Tryout
10 of 10
PowerPoint |
8 videos | 1 quiz
Inserting an Image and Image Licensing
1 of 9
01:20
Transforming Images
2 of 9
00:29
Image Editing
3 of 9
01:36
Cropping and Compressing
4 of 9
03:23
Image File Types
5 of 9
01:51
Creating and Inserting Screenshots
6 of 9
01:11
Icons Tools
7 of 9
01:14
Adding a Video
8 of 9
01:36
Working with Images, Icons and Video Tryout
9 of 9
PowerPoint |
4 videos | 1 quiz
Animations Overview
1 of 5
00:58
Animation Pane and Sequencing Animations
2 of 5
05:31
Other Animation Tools
3 of 5
01:10
Transitions Overview
4 of 5
00:38
Animations and Transitions Tryout
5 of 5
PowerPoint |
5 videos | 1 quiz
Re-ordering Items List
1 of 6
00:37
SmartArt from Scratch and a List
2 of 6
00:58
SmartArt Design
3 of 6
02:01
Formatting SmartArt
4 of 6
00:53
SmartArt with Images
5 of 6
01:22
Working with Lists and SmartArt Tryout
6 of 6
PowerPoint |
4 videos | 1 quiz
Inserting a Table using PowerPoint
1 of 5
01:35
Inserting a Table from Excel using Paste Special
2 of 5
04:06
Table Design
3 of 5
01:48
Table Layout
4 of 5
02:04
Working with Tables Tryout
5 of 5
PowerPoint |
10 videos | 1 quiz
Introduction to Charts
1 of 11
01:02
Importing Excels Charts as an Image
2 of 11
02:59
Importing Excel Chart with Automatic Updates
3 of 11
04:35
Importing Excel Charts - Paste Options
4 of 11
00:35
Use Destination Theme vs Keep Source Formatting
5 of 11
01:10
Embed Workbook vs Link Data
6 of 11
01:30
Chart Design - Imported Charts from Excel
7 of 11
02:04
Creating a Simple Chart in PowerPoint
8 of 11
01:59
Formatting Tips for Charts
9 of 11
03:18
Creating Templates for Charts
10 of 11
01:30
Working with Charts Tryout
11 of 11
Word & Outlook |
25 videos
How to Create and Add an Outlook Email Address to Your Profile
1 of 25
04:21
Adding Gmail
2 of 25
06:08
Moving Between Accounts
3 of 25
03:03
Understanding Data Files
4 of 25
04:22
Removing an Email Address from Your Profile
5 of 25
01:21
Navigation
6 of 25
02:49
Creating a New Email
7 of 25
02:39
Email Message Options
8 of 25
03:50
Adding Attachments
9 of 25
01:11
Saving and Editing a Draft Email
10 of 25
03:59
Delay Sending
11 of 25
02:07
Recall
12 of 25
02:13
Folders and Sorting
13 of 25
05:44
Reply Forward and Resend
14 of 25
02:40
Rules
15 of 25
03:43
Using Search
16 of 25
01:44
Out of Office Assistant
17 of 25
01:36
Signature
18 of 25
02:59
Calendar View Intro
19 of 25
01:57
Adding Appointments to Cal
20 of 25
05:00
Contacts
21 of 25
03:22
Adding Google Calendar
22 of 25
01:46
Timezones
23 of 25
04:29
Tasks
24 of 25
05:25
Assigning Tasks
25 of 25
01:31
Word & Outlook |
7 videos
Intro to Word
1 of 7
04:27
Save vs. Save As
2 of 7
02:41
Adding Text and Default Settings
3 of 7
02:35
Hard Return vs. Soft Return
4 of 7
01:25
Keyboard Nav, Select and Edit
5 of 7
04:20
Find and Replace
6 of 7
05:41
Using Mouse to Nav, Select and Mini Toolbar
7 of 7
01:24
Word & Outlook |
7 videos
The Font Menu
1 of 7
06:02
Paragraph
2 of 7
05:59
Intro to Styles
3 of 7
03:01
Using Styles to Re-Order Quickly
4 of 7
02:25
Using Styles for Auto TOC Creation
5 of 7
02:33
Creating Styles
6 of 7
03:18
Adding Styles to the QAT
7 of 7
03:19
Word & Outlook |
7 videos
Page Breaks
1 of 7
02:25
Page Setup
2 of 7
05:13
The Insert Tab Intro
3 of 7
00:50
Headers and Footers
4 of 7
03:57
Comments
5 of 7
02:23
Pictures
6 of 7
06:07
Equations
7 of 7
06:31
Word & Outlook |
7 videos
Track Changes
1 of 7
05:47
Spell and Grammar Check
2 of 7
06:06
Autocorrect
3 of 7
03:52
Adding a Cover Page
4 of 7
01:37
Custom Cover Page
5 of 7
06:41
Using Passwords to Protect your Document
6 of 7
02:19
Final Checks
7 of 7
05:03
Professional Skills |
3 videos | 1 quiz
Building Your Brand and Career - Part 1
1 of 4
04:30
Building Your Brand and Career - Part 2
2 of 4
03:10
Building Your Brand and Career - Part 3
3 of 4
02:42
Building Your Brand and Career Tryout
4 of 4
Professional Skills |
2 videos | 1 quiz
Developing Your Business Writing Effectiveness - part 1
1 of 3
05:31
Developing Your Business Writing Effectiveness - part 2
2 of 3
02:59
Developing your Business Writing Effectiveness Tryout
3 of 3
Professional Skills |
5 videos | 1 quiz
Fundamentals of Communicating and Presenting Part 1
1 of 6
03:53
Fundamentals of Communicating and Presenting Part 2
2 of 6
02:02
Presenting yourself with Impact and Influence Part 1
3 of 6
03:39
Presenting yourself with Impact and Influence Part 2
4 of 6
05:26
Questioning and Listening Skills
5 of 6
06:54
Presentation and Communication Skills Tryout
6 of 6
Analyst 0/27 Playlists Completed
Economics |
7 videos | 1 quiz
Macro vs. Microeconomics
1 of 8
01:34
Link Between Financial Markets and the Economy
2 of 8
03:19
The Economic Cycle
3 of 8
05:00
Gross Domestic Product (GDP)
4 of 8
04:56
Gross Domestic Product (GDP) Over Time
5 of 8
05:06
Nominal vs. Real Gross Domestic Product (GDP)
6 of 8
05:35
Benefits of Gross Domestic Product (GDP) Growth
7 of 8
05:09
Macroeconomics – Fundamentals and GDP Tryout
8 of 8
Economics |
8 videos | 1 quiz
Macroeconomic Objectives
1 of 9
02:48
Inflation
2 of 9
03:28
Inflation Complexities
3 of 9
05:33
Core vs. Non-Core Inflation
4 of 9
03:19
Types of Unemployment
5 of 9
02:34
Full Employment
6 of 9
02:27
Measuring Unemployment
7 of 9
07:49
U.S. Unemployment & Participation Rate
8 of 9
01:46
Macroeconomics - Inflation and Unemployment Tryout
9 of 9
Economics |
5 videos | 1 quiz
Fiscal and Monetary Policy
1 of 6
05:49
Budget Deficits and Government Debt
2 of 6
03:30
Central Bank Monetary Policy
3 of 6
04:32
Additional Functions of Central Banks
4 of 6
03:14
Business Cycle vs. Market Cycle
5 of 6
02:01
Macroeconomics - Fiscal and Monetary Policy Tryout
6 of 6
Economics |
5 videos | 1 quiz
Economic Indicators
1 of 6
04:00
Leading Indicators
2 of 6
01:56
Coincident Indicators
3 of 6
01:45
Lagging Indicators
4 of 6
01:21
The Market Narrative
5 of 6
02:56
Macroeconomics - Indicators Tryout
6 of 6
Economics |
5 videos | 1 quiz
Balance of Payments (BOP)
1 of 6
03:08
Balance of Payments (BOP) - Transaction Examples
2 of 6
03:46
Balance of Payments (BOP) - Indicators of Stability
3 of 6
03:30
U.S. Current Account Balance
4 of 6
02:54
The Double Deficit
5 of 6
02:13
Macroeconomics - Balance of Payments Tryout
6 of 6
Equity Markets and Derivatives |
7 videos | 1 quiz
Equity Exchange Traded Funds (ETFs)
1 of 8
04:14
Equity ETFs - Players in the Trade
2 of 8
05:41
Equity ETFs - Net Asset Value (NAV)
3 of 8
02:56
Exchange Traded Funds (ETFs) - Benefits
4 of 8
03:19
Exchange Traded Funds (ETFs) - Considerations
5 of 8
04:26
Active Exchange Traded Funds (ETFs)
6 of 8
02:49
Smart Beta Exchange Traded Funds (ETFs)
7 of 8
03:47
Equity ETFs Tryout
8 of 8
Equity Markets and Derivatives |
13 videos | 1 quiz
Fair Value of Equity Forwards
1 of 14
05:43
Fair Value of Equity Forwards Example
2 of 14
02:27
Forwards vs Futures
3 of 14
02:15
Volume vs. Open Interest
4 of 14
02:54
CME E-Mini S&P 500 Futures
5 of 14
03:57
Equity Forward Sensitivities
6 of 14
04:58
Hedging With Equity Index Futures
7 of 14
04:59
Hedging with Equity Index Futures - Beta Adjusted
8 of 14
02:40
Hedging with Equity Index Futures - Beta Adjusted Example
9 of 14
04:48
Equity Index Futures - Liquidity
10 of 14
04:48
Equity Index Futures - Roll
11 of 14
03:45
Equity Index Futures - Basis
12 of 14
04:27
Hedging with Equity Index Futures - Pros and Cons
13 of 14
03:13
Equity Index Futures Tryout
14 of 14
Equity Markets and Derivatives |
6 videos | 1 quiz
Introduction to Equity Swaps
1 of 7
04:55
Variable vs. Fixed Notional
2 of 7
07:27
Long Equity Swap – Cash Flows
3 of 7
04:38
Short Equity Swap - Cash Flows
4 of 7
03:59
Equity Swap Valuation
5 of 7
03:09
Equity Swap Advantages and Disadvantages
6 of 7
04:36
Equity Swaps Tryout
7 of 7
Equity Markets and Derivatives |
14 videos | 1 quiz
Cash Equities and Delta One
1 of 15
01:46
Stock Exchanges
2 of 15
03:02
Stock Exchanges Workout
3 of 15
01:32
The Order Book
4 of 15
02:07
The Order Book Workout
5 of 15
02:49
Initial Public Offerings
6 of 15
03:09
Initial Public Offerings Workout
7 of 15
01:32
Role of ECM vs. Trading Desk
8 of 15
02:34
Trading Desk Functions
9 of 15
03:31
Role of ECM vs. Trading Desk Workout
10 of 15
01:26
Convertible Securities
11 of 15
02:57
Convertible Debt Workout
12 of 15
02:37
Exchange Traded Funds
13 of 15
03:46
Exchange Traded Funds Workout
14 of 15
01:30
Equity Markets and Products Tryout
15 of 15
Equity Markets and Derivatives |
21 videos | 1 quiz
Equity Fundamentals
1 of 22
03:57
Equity Forwards Fundamentals Workout
2 of 22
02:37
Equity Futures Fundamentals
3 of 22
03:54
Equity Futures Closing Out Workout
4 of 22
02:12
Forwards and Futures Settlement
5 of 22
01:52
Pricing of Equity Forwards and Futures
6 of 22
02:52
Pricing of Equity Forwards and Futures Workout
7 of 22
03:27
Equity Forwards and Futures Arbitrage
8 of 22
03:24
Equity Forwards and Futures Arbitrage Workout
9 of 22
03:07
Equity Options Fundamentals
10 of 22
03:38
Equity Options Fundamentals Workout
11 of 22
02:05
Equity Call Option Payoffs
12 of 22
03:53
Equity Put Option Payoffs
13 of 22
03:22
Equity Options Payoffs Workout
14 of 22
04:03
Decomposing the Equity Option Premium
15 of 22
02:15
Decomposing the Equity Option Premium Workout
16 of 22
02:19
Equity Swaps
17 of 22
02:57
Equity Swaps Workout
18 of 22
02:43
Structured Products
19 of 22
02:32
Structures Products Workout
20 of 22
02:53
OTC vs. Listed
21 of 22
02:30
Equity Derivatives Tryout
22 of 22
Fixed Income Markets and Derivatives |
16 videos | 1 quiz
Money Markets Overview
1 of 17
03:21
Money Market Participants
2 of 17
04:10
Unsecured Money Market Instruments
3 of 17
02:15
Deposits and Certificates of Deposits (CDs)
4 of 17
05:02
Deposits and Certificates of Deposits (CDs) Workout
5 of 17
02:36
Treasury Bills (T-Bills)
6 of 17
04:23
US T-Bill Auction Results
7 of 17
05:12
Commercial Paper (CP)
8 of 17
03:31
Commercial Paper (CP) - Rollover Risk
9 of 17
03:45
Commercial Paper (CP) Issuance
10 of 17
02:56
Repo (Repurchase Agreement)
11 of 17
02:23
Repo and Reverse Repo Usage
12 of 17
04:36
Money Market Benchmark Rates
13 of 17
03:21
Interbank Offered Rates (IBORs)
14 of 17
03:50
Near Risk Free Rates (RFRs)
15 of 17
02:31
Link Between Central Banks and RFRs
16 of 17
03:26
Money Markets Tryout
17 of 17
Asset Management |
6 videos | 1 quiz
Money Market Funds Introduction
1 of 7
03:01
Risk and Return
2 of 7
02:55
Fund Valuation - The NAV
3 of 7
02:43
Constant NAV Funds
4 of 7
04:24
Variable NAV Funds
5 of 7
01:19
Key Regulatory Requirements
6 of 7
05:31
Money Markets Funds Tryout
7 of 7
Fixed Income Markets and Derivatives |
18 videos | 1 quiz
Bonds Overview
1 of 19
03:14
Bond Price Quotation
2 of 19
03:23
Bond Redemption
3 of 19
03:34
Fixed Coupon Bonds
4 of 19
01:42
Zero Coupon Bonds
5 of 19
01:23
Floating Rate Notes (FRNs)
6 of 19
04:45
Pricing A Fixed Coupon Bond
7 of 19
03:45
Government Bond Issuance
8 of 19
02:49
Government Bond Issuance Workout
9 of 19
02:50
Yield To Maturity
10 of 19
04:20
Yield To Maturity Workout
11 of 19
05:16
Bond Price Yield Relationship
12 of 19
02:33
Yield Curve
13 of 19
02:12
Dirty Vs Clean Price
14 of 19
03:03
Dirty VS. Clean Price Characteristics
15 of 19
03:09
Fixed Coupon Cash Flow Conventions
16 of 19
02:08
Fixed Coupon Workout
17 of 19
03:54
Carry, Net-Carry and Roll Down
18 of 19
04:15
Bonds and the Yield to Maturity Tryout
19 of 19
Fixed Income Markets and Derivatives |
13 videos | 1 quiz
Interest Rate Risk of Fixed Coupon Bonds
1 of 14
02:48
Key Drivers of Interest Rate Sensitivity - Maturity
2 of 14
03:02
Key Drivers of Interest Rate Sensitivity - Coupon
3 of 14
04:47
Key Drivers of Interest Rate Sensitivity - Yield Level
4 of 14
04:17
Interest Rate Sensitivity Ratios
5 of 14
02:56
Macaulay Duration
6 of 14
07:40
Modified Duration
7 of 14
05:10
Convexity
8 of 14
03:41
Dollar Value of a Basis Point (DV01)
9 of 14
04:21
Duration and Dollar Value of a Basis Point (DV01) Workout
10 of 14
05:52
Portfolio DV01 Neutrality Workout
11 of 14
05:48
Interest Rate Sensitivity for Bond Portfolios
12 of 14
05:05
Interest Rate Risk of Floating-Rate Notes (FRNs)
13 of 14
06:28
Interest Rate Risk and Sensitivities for Bonds Tryout
14 of 14
Fixed Income Markets and Derivatives |
12 videos | 1 quiz
What is a Yield Curve
1 of 13
01:21
Yield Curve Shapes
2 of 13
01:45
Yield Curve Theories
3 of 13
02:54
What Drives Yield Curves in Practice
4 of 13
02:15
Yield Curve Segments
5 of 13
02:40
Tracking Yield Curve Movements
6 of 13
03:32
Yield Curve Terminology
7 of 13
04:17
Trading the Slope
8 of 13
05:09
Yield Curve Workout 1
9 of 13
07:43
Yield Curve Workout 2
10 of 13
06:57
Trading the Curvature
11 of 13
02:54
U.S. Treasuries Yield Curve - Zooming In
12 of 13
04:03
Yield Curve Fundamentals Tryout
13 of 13
Fixed Income Markets and Derivatives |
16 videos | 1 quiz
Benefits of Government Bond Investments
1 of 17
02:57
Government Bond Yields as a Benchmark
2 of 17
01:34
U.S. Government Bond Products
3 of 17
04:43
On-the-Run vs. Off-the-Run Bonds
4 of 17
04:46
Government Bond Issuance
5 of 17
03:34
Government Bond Issuance - Illustration
6 of 17
04:23
The When-Issued Market - U.S. Treasuries
7 of 17
02:44
Interpreting Auction Results
8 of 17
03:44
Separate Trading of Registered Interest and Principal of Securities (STRIPS)
9 of 17
04:04
The Treasury Stripping Process
10 of 17
04:47
Reassembling Separate Trading of Registered Securities (STRIPS)
11 of 17
01:50
Treasury Inflation-Protected Securities (TIPS)
12 of 17
04:13
Inflation Linked Bonds - Example
13 of 17
02:43
Treasury Inflation-Protected Securities (TIPS) - The Real Yield
14 of 17
03:05
Break-Even Inflation
15 of 17
03:48
Non-U.S. Government Bond Market Examples
16 of 17
04:42
Government Bonds Tryout
17 of 17
Fixed Income Markets and Derivatives |
7 videos | 1 quiz
Repo (Repurchase Agreement)
1 of 8
02:23
Repo and Reverse Repo Usage
2 of 8
04:36
The Repo Rate
3 of 8
04:11
Repo Workout
4 of 8
03:58
Handling Coupon Payments
5 of 8
03:35
Credit Risk In Repos
6 of 8
03:56
Tri-Party Repos
7 of 8
04:35
Repos Tryout
8 of 8
Fixed Income Markets and Derivatives |
19 videos | 1 quiz
Corporate Bonds and Credit Spreads
1 of 20
05:32
How to Assess Credit Risk
2 of 20
07:09
Credit Ratings
3 of 20
04:41
The Bond Indenture and Covenants
4 of 20
04:05
Default Risk - Types of Default
5 of 20
04:01
Historical Default Rates
6 of 20
03:06
Historical Credit Spreads
7 of 20
03:25
Risk in Corporate Bonds
8 of 20
05:01
Term Structure of Credit Spreads
9 of 20
01:37
Corporate Bond Issuance
10 of 20
06:25
Corporate Bond Secondary Market
11 of 20
04:36
Different Types of Credit Spreads
12 of 20
02:16
Traditional Credit Spread
13 of 20
03:26
G-Spread
14 of 20
04:04
I-Spread
15 of 20
04:13
Z-Spread
16 of 20
04:23
Callable Bonds
17 of 20
04:31
Option-Adjusted Spread (OAS)
18 of 20
01:59
Rates Duration vs Credit Duration
19 of 20
03:12
Corporate Bonds Tryout
20 of 20
Fixed Income Markets and Derivatives |
23 videos | 1 quiz
Interest Rate Swap (IRS) Mechanics
1 of 24
04:13
Interest Rate Swap Terminology
2 of 24
02:47
Cash Flow Timeline
3 of 24
03:02
Forward Looking RFR Term Rates
4 of 24
02:23
IRS or OIS (Overnight Index Swap)
5 of 24
01:37
OIS Mechanics
6 of 24
03:30
OIS Mechanics Example
7 of 24
03:40
Interest Rate Risk in IRS
8 of 24
02:12
Mark-to-Market (MTM) Valuation of IRS
9 of 24
03:27
Interest Rate Sensitivity of IRS
10 of 24
04:08
Application 1 Hedging Floating-Rate Debt
11 of 24
03:47
Application 2 New Issue Swaps
12 of 24
03:27
Application 2 New Issue Swaps Workout
13 of 24
02:01
Application 3 Trading the Curve
14 of 24
05:28
Swap Spreads
15 of 24
04:44
What Drives Swap Spreads
16 of 24
05:32
What Drives Swap Spreads Workout
17 of 24
02:42
Basis Swaps
18 of 24
03:00
EURIBOR 3s6s Tenor Basis
19 of 24
03:04
Tenor Basis Swap Applications
20 of 24
04:03
Swap Execution
21 of 24
03:05
The Shift to Central Clearing for Swaps
22 of 24
01:33
How Swap Clearing Reduces Risk
23 of 24
03:36
Interest Rate Swaps Tryout
24 of 24
Fixed Income Markets and Derivatives |
14 videos
CDS Intro
1 of 14
01:50
CDS No Credit Event
2 of 14
00:49
CDS No Credit Event Workout
3 of 14
01:15
CDS Credit Event
4 of 14
01:09
CDS Credit Event Workout
5 of 14
03:20
CDS Credit Deterioration
6 of 14
01:07
CDS Credit Deterioration Workout
7 of 14
02:02
CDS Credit Improvement
8 of 14
00:59
CDS Credit Improvement Workout
9 of 14
02:21
CDS Double Default
10 of 14
00:56
CDS Double Default Workout
11 of 14
02:28
CDS Who Trades
12 of 14
00:57
CDS Indices
13 of 14
01:10
Swaptions
14 of 14
01:12
Fixed Income Markets and Derivatives |
15 videos | 1 quiz
FX Swap
1 of 16
04:59
FX Product Breakdown
2 of 16
01:20
Cash Management with FX Swaps
3 of 16
04:20
Spot Risk in FX Swaps
4 of 16
02:43
FX Swap Sensitivities Workout
5 of 16
12:13
The FX Basis
6 of 16
07:51
Cross Currency Swaps
7 of 16
02:45
Two-Tier Market
8 of 16
05:06
Typical Structure of Cross Currency Swap
9 of 16
02:48
The Cross Currency Basis
10 of 16
02:44
5Y EURUSD Cross Currency Basis
11 of 16
03:48
Cross Currency Swap in Funding Example
12 of 16
05:44
Cross Currency Swap Funding Workout
13 of 16
04:30
Fixed-to-Fixed and Fixed-to-Floating Swaps
14 of 16
02:31
Relative Value
15 of 16
02:01
FX Swaps and Cross Currency Swap Tryout
16 of 16
Fixed Income Markets and Derivatives |
22 videos | 1 quiz
FX Market Overview
1 of 23
02:41
Why is FX Traded
2 of 23
02:40
FX Product Overview
3 of 23
05:25
ISO Codes and Nicknames
4 of 23
03:18
FX Cross Rates
5 of 23
03:51
FX Spot Quotation
6 of 23
05:03
FX Spot Quotation Workout
7 of 23
01:58
Strengthening vs. Weakening
8 of 23
03:13
Strengthening vs. Weakening Workout
9 of 23
03:08
The FX Quote Waterfall
10 of 23
02:45
FX Spot Drivers
11 of 23
04:09
Carry Trade
12 of 23
04:07
Herstatt Risk and Continuous Linked Settlement (CLS)
13 of 23
05:00
FX Forwards
14 of 23
03:35
FX Forward Quotation
15 of 23
06:48
FX Forward Quotation Workout
16 of 23
02:20
What Determines FX Forward Points
17 of 23
07:55
What Determines FX Forward Points - Interest Rate Parity Intuition
18 of 23
04:15
FX Forward - Market Risk
19 of 23
03:25
Non-Deliverable Forwards (NDFs)
20 of 23
03:45
Non-Deliverable Forwards (NDFs) Scenario
21 of 23
04:37
Non-Deliverable Forwards (NDFs) Key Characteristics
22 of 23
04:11
FX Spot and Forwards Tryout
23 of 23
Fixed Income Markets and Derivatives |
19 videos | 1 quiz
FX Option Definition, Terminology and Convention
1 of 20
05:43
Payoff Profiles
2 of 20
03:25
Option Settlement
3 of 20
02:28
Option Settlement Workout
4 of 20
04:54
Quoting the Premium
5 of 20
05:06
Quoting the Wholesale Market
6 of 20
03:28
Premium Calculation Workout
7 of 20
11:09
Interbank Products
8 of 20
02:50
Premium Quote Workout
9 of 20
02:59
Quoting Butterflies and Risk Reversals
10 of 20
04:48
Modeling Choices
11 of 20
01:29
Calibrating the Vol Smile
12 of 20
02:42
Typical Smile - Skew Seen in FX
13 of 20
03:19
FX Option Risk Metrics
14 of 20
00:42
Delta
15 of 20
03:57
What is the ATM Strike
16 of 20
01:35
Gamma
17 of 20
03:19
Vega and Theta
18 of 20
02:12
Delta Hedge Workout
19 of 20
02:38
FX Options Tryout
20 of 20
Introductory Courses |
4 videos
Intro to the Commodities Markets
1 of 4
02:03
Commodities Markets Spot
2 of 4
00:40
Commodities Markets Futures
3 of 4
01:41
Commodities Futures Workout
4 of 4
03:28
Fixed Income Markets and Derivatives |
7 videos | 1 quiz
Electronic, Quantitative and Algorithmic Trading
1 of 8
03:06
Why Algorithmic Trading
2 of 8
02:24
TWAP Algorithm
3 of 8
03:25
VWAP
4 of 8
02:52
VWAP Algorithm
5 of 8
03:48
POV Algorithm
6 of 8
02:11
Impact vs. Cost Driven Algorithms
7 of 8
01:45
Algorithmic Trading Tryout
8 of 8
Other Capital Markets |
12 videos | 1 quiz
Collateral Management Fundamentals
1 of 13
03:27
Pros and Cons of Holding Collateral
2 of 13
02:53
Types of Collateral
3 of 13
01:42
Types of Collateral Workout
4 of 13
01:49
Documentation
5 of 13
03:22
Documentation Workout
6 of 13
01:57
Credit Risk
7 of 13
03:20
Credit Risk Workout
8 of 13
02:58
Centralized Clearing
9 of 13
03:15
Centralized Clearing Workout
10 of 13
02:49
Clearing House Margin Calls
11 of 13
01:05
Clearing House Margin Calls Workout
12 of 13
04:05
Collateral Management Tryout
13 of 13
Valuation |
15 videos | 1 quiz
What is ESG
1 of 16
03:19
ESG Investment Styles
2 of 16
04:03
ESG Investment Styles Workout
3 of 16
03:56
Why ESG Matters
4 of 16
02:34
Materiality
5 of 16
03:17
Benchmarking Analysis
6 of 16
03:11
Environmental Metrics
7 of 16
02:22
Social Metrics
8 of 16
01:51
Governance Metrics
9 of 16
02:28
Benchmarking Overview
10 of 16
02:39
Benchmarking Workout
11 of 16
04:01
Scenario Analysis
12 of 16
03:30
Scenario Valuation Workout
13 of 16
04:18
Scenario Building Overview
14 of 16
03:10
Scenario Mapping Workout
15 of 16
03:08
ESG Investing Tryout
16 of 16