Customized Financial Training, Continuing Educations Programs, Custom Courses

GFMI customizes each and every program delivered to our clients. This list will provide you with an insight as to the breadth of topics at hand. Our consultative process will pinpoint your exact educational needs, manner of delivery, and proprietary exercises-thus resulting in a custom fit versus a generic program.

Alternative Investments

Hedge Funds (see Hedge Funds)
Private Equity
Emerging Markets
Commodities (see Commodities)

Asset and Liability Management

Asset/Liability Management in Banks
Asset/Liability Management in the Insurance Industry
Capital Management
Credit Risk Management
Interest Rate Risk Management
Introduction to Asset/Liability Models
Investment/Asset Management
Liquidity Risk Management
Risk Based Capital

Capital Markets

Introduction to Capital/Financial Markets
Introduction to Equity Markets
Introduction to Fixed Income Markets
Introduction to Foreign Exchange
Introduction to Hedge Funds
Introduction to Mutual Funds
Introduction to Securitization
Introduction to the Commodities Markets
Introduction to the Securities Industry
Introduction to the Wealth Management Industry

Certification Programs

ACI Dealing Certificate and ACI Diploma
Chartered Financial Analyst; Levels I, II and III
FRM/GARP
PRM/PRMIA

Commodities

Introduction to the Commodities Markets
Commodity Derivatives
Commodity Markets Overview
Crude Oil and Petroleum Products
Emissions Markets
Natural Gas Markets
Precious and Industrial Metals
US Power Markets

Corporate Finance

Corporate Finance Applications
Corporate Valuation Methods
Structuring the Deal

Credit and Credit Analysis

Corporate Credit Rating Analysis
Credit Derivatives
Credit Modeling
Credit Portfolio Risk Management
Credit Risk in Financial Institutions
Credit Structured Products
Detecting Early Warning Signs
Essentials of Bank Analysis
Introduction to Credit Risk
Project Finance

Credit Derivatives

Collateralized Debt Obligations
Counterparty Credit Risk
Credit Default Swaps
Credit Linked Notes
Credit Modeling: Portfolio Credit and Risk
Credit Modeling: Single Name
Investment and Trading Strategies
Pricing, Trading and Modeling Structured Credit
Synthetic Collateralized Debt Obligations
Total Return Swaps

Derivatives

Introduction to Derivatives
Commodity Derivatives
Credit Derivatives
Equity Derivatives
Fixed Income Derivatives
Foreign Exchange Derivatives
Lifecycle of a Derivatives (and/or OTC) Trade
Using Derivatives for Risk Management
Futures and Forwards

Introduction to Futures and Forwards
Intermediate Fixed Income Futures
Intermediate Equity Futures

Swaps

Interest Rate Swaps
Credit Default Swaps
Other Types of Swaps

Options

Introduction to Options
Intermediate Fixed Income Options
Intermediate Equity Options
Intermediate Currency Options
Exotic Options

Economics

Introduction to International Economics
Introduction to Macroeconomics
Introduction to the Federal Reserve
Economic Issues for Equity Investors
Economic Issues for Fixed Income Investors
Economic Issues in Industry Analysis
Economics in Emerging Markets
Economic Issues in Foreign Exchange Markets
Economic Statistics in the Financial Markets
Global Economics for Global Investors

Equities

Introduction to Equity Markets
Advanced Issues in Equity Valuation
Advanced Issues in Valuation Modeling
Equity Derivatives
Equity Portfolio Management
Equity Valuation - DCF vs. Ratio Analysis
Financial Modeling for Equity Investors
Industry Forecasting - When Trends Hit Reality

Financial Statement Analysis and Accounting

Introduction to Financial Accounting
Introduction to FSA - Profits, Assets, and Cash Flow
Finance for the Non Financial Manager
Financial Transaction Impact on Debt Ratings
& Credit Strength
FSA for Fixed Income Investors (predicting cash flow)
Ratio Analysis for Equity Investors and Financial Managers
Ratio Analysis for FI Investors and Financial Managers
Advanced Issues in Financial Statement Analysis - Reading
Between the Management Lines
Accounting for Lenders
Using Financial Statements to Uncover Sales and Transaction
Opportunities
Financial Forecasting Using Financial Statements
Project Analysis and Capital Budgeting

Fixed Income

Introduction to Fixed Income
Introduction to Money Markets
Asset Backed Securities
Bond Math
Convertibles
Fixed Income Derivatives
Fixed Income Portfolio Management
High Yield
Interest Rate Risk Measurement
Lifecycle of a Fixed Income Trade
Mortgage Backed Securities
Option Adjusted Spreads
Repurchase Agreements
Structured Securities
Warrants
Yield Curve Analysis

Foreign Exchange

Introduction to Foreign Exchange
ACI Dealing Certificate
ACI Diploma
Currency Futures
Currency Option Trading Computer Simulations
Currency Option Trading Strategies
Currency Options
Currency Risk Management
Currency-Linked Notes
Economics of Foreign Exchange
Emerging Market Foreign Exchange
Exotic Options
Foreign Exchange Derivatives
Foreign Exchange Operations
Foreign Exchange Swaps
Forward Foreign Exchange
Spot Foreign Exchange
Spot Trading Computer Simulations
Technical Analysis

Mutual Funds and Hedge Funds

Introduction to Mutual Funds
Hedge Fund Investment Strategies
Hedge Fund Operations
IT Innovations and STP
Mutual Fund Operations
Organization and Operations
Regulations

Operations

Corporate Actions
Custodian Banking
Global Custody
Global Securities Processing
Intensive US Brokerage Operations
Inter-Dealer Broker
Lifecycle of a Listed Derivative
Lifecycle of a Trade
Lifecycle of an FX Trade
Lifecycle of an OTC Derivative
Masters Class in Operations
Mutual Fund Operations
Risks and Fails Management
Trust Operations

Quantitative Methods

Introduction to Financial Modeling
Advanced Issues in Valuation Modeling
Monte Carlo Simulation
Quantitative Analysis for Derivatives
Quantitative Analysis for Equity Investors
Quantitative Analysis for Fixed Income Investors
Quantitative Analysis for Portfolio Managers
Statistical Analysis
Statistical Sampling and Reporting

Portfolio Management

Introduction to Portfolio Management
Active Management vs. Passive Strategies
Alternative Investment Portfolio Management
Asset Allocation
Derivatives and Their Applications in Portfolio Management
Economics and Portfolio Management Decisions
Equity Portfolio Management
Evaluating Portfolio Performance
Fixed Income Portfolio Management
Fixed Income Portfolio Management Computer Simulation
Risk Management in Portfolio Management

Regulatory

Anti-Money Laundering
Basel II Implementation for Credit Risk
Basel II Implementation for Market Risk
Basel II Implementation for Operational Risk
Customer Protection in the U.S.
Rules 15c3-3 and 15c3-1
Stock Brokerage Accounting

Risk Management

Asset and Liability Management
Credit Risk Management
Credit Risk Modeling
Introduction to Value at Risk Models
Liquidity Risk Management
Market Risk Management
Operational Risk Management
Risk Based Supervision of Financial Institutions

Securities Lending/Repurchase Agreements

Introduction to Repos
Introduction to Securities Lending
Advanced Securities Lending

Securitization

Intro - Securitization/Asset Backed Securities
Intro - Residential Mortgage Backed Securities
Intro - Commercial Mortgage Backed Securities
Intro - Collateralized Debt Obligations
Intro - Synthetic Collateralized Debt Obligations
Risk Management in Securitization
Structured Notes
Valuation of Asset Backed Securities
Valuation of Mortgage Backed Securities

Structured Assets

Introduction to Synthetic and Structured Assets
Commodity-Linked Notes
Convertible Bonds and Equity Hybrids
Credit-Linked Notes
Currency-Linked Notes
Equity-Linked Notes
Interest Rate-Linked Notes
Pricing, Trading and Modeling Structured Credit

Technical Analysis

Introduction to Technical Analysis
Advanced Technical Analysis
Candlesticks

Wealth Management

Introduction to Wealth Management
Asset Management for Individual Investors
Estate Planning Fundamentals for Wealth Advisors
Investment Selection for Wealth Advisors
Tax Issues for Wealth Advisors

…and more!

Call GFMI: 1+516-935-0923

Our team of experts will assist you in addressing your firm's particular training needs and goals.