The following GFMI Course List presents topics that we cover, as categorized by various segments of the financial industry. It is a fair representation of the depth and multiple skill levels at which our instructors can deliver content to address your particular needs. Elements from these programs may be combined, creating a unique course of study for your specific purposes
Certification Programs
  • International Fixed Income and Derivatives professional (IFID)
  • Certified Financial Planner (CFP) Test Preparation
  • Chartered Financial Analyst; Levels I, II and III

Commodities

  • Introduction to Cash Commodities
  • Introduction to Commodity Futures

Corporate Finance

  • Mergers & Acquisitions
  • Corporate Valuation Methods
  • Structuring the Deal

Credit Derivatives

  • Introduction to Credit Derivatives
  • Credit Default Swaps
  • Collateralized Debt Obligations
  • Credit Linked Notes

Credit Risk

  • Credit Risk Analysis
  • Advanced Credit Risk Analysis
  • Private Banking - Credit Risk
  • Essentials of Business Valuation
  • Credit Modeling
  • Credit Portfolio Risk Management

Derivatives

  • Introduction to Derivatives
  • Commodity Derivatives
  • Equity Derivatives
  • Foreign Exchange Derivatives
  • Fixed Income Derivatives
  • Using Derivatives for Risk Management
      Futures and Forwards
    • Introduction to Futures and Forwards
    • Intermediate Fixed Income Futures
    • Intermediate Equity Futures
      Swaps
    • Introduction to Swaps
    • Intermediate Swaps
      Options
    • Introduction to Options
    • Intermediate Fixed Income Options
    • Intermediate Equity Options
    • Intermediate Currency Options
    • Exotic Options

Economics

  • Introduction to Macroeconomics
  • Introduction to Microeconomics
  • Introduction to the Federal Reserve
  • Introduction to International Economics
  • Economic Issues for Equity Investors
  • Economic Issues for Fixed Income Investors
  • Economic Issues in Industry Analysis
  • Economics of the Firm in Mergers & Acquisitions
  • Global Economics for Global Investors
  • Economic Issues in Foreign Exchange Markets
  • Economic Statistics in the Financial Markets

Equities

  • Introduction to Equity Markets
  • Fundamentals of Equity Valuation - DCF or Ratio Analysis?
  • Financial Modeling for Equity Investors
  • Advanced Issues in Valuation Modeling
  • Advanced Issues in Equity Valuation
  • Industry Forecasting - When Trends Hit Reality
  • Equity Portfolio Management

Financial Statement Analysis and Accounting

  • Introduction to Accounting
  • Accounting for Mutual Funds
  • Practical Finance for the Non Financial Manager
  • Working with Financial Statements
  • Financial Statement Analysis for Equity Investors (this focuses on valuation parameters)
  • Financial Statement Analysis for Fixed Income Investors (this focuses on predicting cash flow)
  • Financial Statement Analysis for Portfolio Managers
  • Introduction to Financial Statement Analysis - Profits, Assets, and Cash Flow
  • Global Issues in Financial Statement Analysis - Investing Under US GAAP vs. IASB standards
  • Corporate Comparability -- Ratio Analysis for Equity Investors
  • Corporate Comparability -- Ratio Analysis for Fixed Income Investors
  • Advanced Issues in Financial Statement Analysis - Reading Between the Management Lines
  • Accounting for Lenders
Fixed Income
  • Introduction to Fixed Income
  • Introduction to Money Markets
  • Interest Rate Risk Measurement
  • Mortgage Backed Securities
  • Commercial Mortgage Backed Securities
  • Asset Backed Securities
  • Option Adjusted Spreads
  • Repurchase Agreements
  • Yield Curve Analysis
  • Fixed Income Portfolio Management
  • Bond Math
  • High Yield and Convertible Bonds
  • Convertibles
  • Warrants
  • Structured Securities

Foreign Exchange

  • Introduction to Foreign Exchange
  • FX Spots and Forwards
  • FX Option Trading Strategies
  • FX Derivatives

Insurance

  • Life Insurance Accounting
  • Separate Accounts
  • Operational Financial Analysis
  • Statutory Accounting

Operations

  • Inter-Dealer Broker
  • Intensive US Brokerage Operations
  • Global Securities Processing
  • Risks and Fails Management
  • Custodian Banking
  • Mutual Funds Operations
  • Trust Operations

Quantitative Methods

  • Introduction to Monte Carlo Simulation
  • Introduction to Statistical Analysis
  • Introduction to Financial Modeling
  • Introduction to Calculus
  • Financial Modeling for Equity Investors
  • Financial Modeling for Fixed Income Investors
  • Advanced Issues in Valuation Modeling
  • Quantitative Analysis for Equity Investors
  • Quantitative Analysis for Fixed Income Investors
  • Quantitative Analysis for Portfolio Managers
  • Quantitative Analysis for Derivatives
  • Regression Modeling & Forecasting
  • Making the Right Decision -- Advanced Issues in Forecasting
  • Real Options for Real Decisions - When Traditional Techniques Fail
  • Lies, Damned Lies and Statistics - Interpreting Statistics for non-Quantitative Managers
  • Advanced Issues in Quantitative Analysis (for people who took stats in school but need to know how to make it work in practice)

Regulatory

  • Rules 15c3-3 and 15c3-1
  • Stock Brokerage Accounting
  • Customer Protection in the U.S.

Risk Management

  • Asset and Liability Management
  • Introduction to Value at Risk
  • Operational Risk Management

Securities Industry

  • Introduction to the Securities Industry
  • Introduction to Fixed Income Markets
  • Introduction to Mutual Funds

Securities Lending

  • Introduction to Securities Lending
  • Introduction to Repos
  • Securities Lending

Structured Finance/Securitization

  • Introduction to Structured Finance/Securitization
  • Collateralized Debt Obligations
  • Synthetic Collateralized Debt Obligations
  • Credit Indices
  • Commercial Mortgage Backed Securities

Technical Analysis

  • Introduction to Technical Analysis
  • Advanced Technical Analysis
  • Fusion Analysis
  • Behavioral Analysis

Wealth Management

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

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