A fully blended program delivering analysis, design, implementation and assessment of high impact, end-to-end learning solutions, designed to demystify financial topics. Zoologic can help your learners to quickly grasp the “Financial Basics” in a course designed to introduction to the time value of money, yield curve, the term structure of interest rates, forward rates, the price yield relationship and basic duration concepts. In another course called Wealth Management and Estate Planning we cover equities, bonds, money market instruments, alternative investments and trust and estate planning. This curriculum teaches financial advisors how to manage client expectations and discusses financial planning, investment principles and specific investments with clients confidently and compellingly.
In the Fixed Income course the basics of short and long term securities, bond pricing, bond yield calculation, duration and convexity, and the Treasury bond auction process, discount and coupon instruments, the spot pricing model and extracting default probability from credit spreads. If you wish to keep your focus on Corporate Finance, our course teaches capital budgeting and the cost of capital, the Capital Asset Pricing Model and beta, return on capital, net present value and internal rate of return. A learner would do well to take this course in tandem with Derivative Products – Options, Forwards, Futures & Swaps. In this course definitions of option terminology, basic hedging and trading strategies, the binomial model, Black-Scholes and model inputs, intrinsic and time value and the Greeks. Futures and forwards, over-the-counter and exchange products, term structure model and forward rates, swap definitions, features and pricing.
Our Accounting & Financial Statement Analysis is an extremely robust curriculum that gives learners the basic knowledge they need to understand elements of the financial statements, the difference between income and cash flow, GAAP and tax accounting, multiple entry bookkeeping, financial statement analysis and financial ratio analysis. The Equity course describes how equity is a non-contractual claim on residual value. In this course, the basics of equity valuation, discounted cash flow and relative valuation methods, the dividend discount model and the valuation of growth opportunities are all covered. In the course on Foreign Exchange, we examine spot rates and quoting conventions, forward rates and the interest parity model plus the application of forward foreign exchange in hedging, speculation, and arbitrage situations. Another course available is Portfolio Management & Risk Management. Here, learners will cover risk and uncertainty principles, interpreting probability distributions, the normal curve and confidence levels, measuring risk and return on a single asset and a two asset portfolio, correlations and portfolio risk. The multi-asset portfolio variance-covariance mix, the multi-asset efficient set, VaR as a measurement and management tool, historical simulation techniques and the Monte Carlo simulation concept are also covered.
Zoologic offers web-based courses in Corporate Finance, Credit Risk, Derivatives, Equity, Finance Basics, Fixed Income, Portfolio Management and Risk Management. Learn more at Zoologic.com.
