Finance Courses

Progressive learning path to master essential concepts of modern finance

• Asset Allocation

  Strategic vs tactical, risk parity, all-weather, glide paths and rebalancing in practice.

• Behavioral Finance

  Kahneman & Tversky, prospect theory, heuristics, market anomalies and how psychology systematically systematically moves prices.

• Bonds 101

  Coupons, yields, duration, convexity, credit ratings and how rates move bond prices.

• Capital Budgeting

  NPV, IRR, payback, real options and how firms really pick projects under uncertainty.

• Capital Structure & Leverage

  Modigliani-Miller, optimal leverage, taxes, distress costs and how managers think about debt.

• Commodities

  Energy, metals, ags – physical vs paper markets, storage, financialisation and supercycles.

• Comparable Companies

  Selecting peers, EV/EBITDA, P/E, P/S, building a clean comp table and adjusting for differences.

• Understanding Financial News

  How to decode central-bank statements, earnings releases, geopolitical events and macro data — building the toolkit of a sharp reader.

• Counterparty Risk

  CVA, DVA, FVA, collateral and clearing – lessons from Lehman, AIG and Archegos.

• Credit Risk

  PD, LGD, EAD, credit spreads, CDS, ratings transitions and how to read a credit curve.

• Crypto Fundamentals

  Blockchains, consensus, tokens vs coins, valuation frameworks, custody and on-chain risk.

• DCF Modeling

  Forecast free cash flows, estimate WACC, terminal value, sensitivity analysis and pitfalls.

• Derivatives Markets

  Forwards, futures, swaps, options, exotic payoffs – pricing principles, hedging mechanics and systemic role of derivatives.

• Dividend Investing

  Dividend yield vs growth, payout ratios, Dividend Aristocrats, total return and tax treatment.

• Earnings & Guidance

  How quarterly earnings move stocks, beats/misses, guidance dynamics and post-earnings drift.

• Everyday Economics

  How inflation, rates, taxes, real estate, energy prices and wages actually affect a household budget — economics you live with daily.

• ESG Investing

  ESG ratings, greenwashing, exclusion vs integration vs impact and measured performance impact.

• ETFs & Index Funds

  How ETFs are built, replication methods, tracking error, fees, liquidity and tax treatment.

• Factor Investing

  Value, size, momentum, quality, low-volatility – factor zoo, premia and combining factors.

• Personal Finance

  Budgeting, emergency fund, debt strategy, savings rate, investing buckets, retirement planning and tax-efficient wrappers.

• Reading Financial Statements

  Income statement, balance sheet, cash flow – how the three statements connect and what to question.

• Finance Fundamentals

  Time value of money, risk-return, compounding, present/future value and the basic building blocks of every financial decision.

• Forex Markets

  Currency pairs, spot vs forward, interest-rate parity, carry trades and FX risk.

• Fundamental Analysis

  From the macro picture down to the income statement: building an investment thesis that holds up.

• Futures & Forwards

  Standardised vs OTC contracts, margin, basis, contango, backwardation and roll yield.

• Currencies & FX Regimes

  Fixed vs floating, pegs, currency boards, dirty floats and what crises like 1992 or 2022 teach us.

• Option Greeks

  Delta, gamma, vega, theta, rho \u2013 how to read them, hedge with them and what they fail to capture.

• Growth Investing

  Identifying durable growth, TAM/SAM, unit economics, multi-baggers and valuation discipline.

• Index Investing

  Bogle's philosophy, market-cap vs equal-weight, smart beta and the cost case for indexing.

• Inflation Deep-Dive

  CPI vs PCE, core vs headline, demand-pull vs cost-push, expectations and asset-class behaviour.

• IPOs & Capital Raising

  Bookbuilding, direct listings, SPACs, secondary offerings and what lockups really change.

• Macroeconomics for Investors

  GDP, inflation, employment, productivity, current account, debt cycles – the macro variables that move every asset class.

• Market Structure

  Order types, market vs limit, exchanges vs dark pools, HFT, payment-for-order-flow, latency arbitrage and how price discovery really works.

• Mergers & Acquisitions

  Strategic rationale, deal structures, synergies, accretion/dilution and post-merger integration.

• Microeconomics for Finance

  Supply/demand, elasticity, market structures, game theory, externalities, information asymmetry and what it means for prices.

• Monetary Policy

  How central banks set rates, transmission channels, QE/QT, forward guidance, currency interventions and political-economy limits.

• Mutual Funds

  Open-end vs closed-end, NAV, share classes, fee drag and how to compare funds properly.

• Options Strategies

  Calls, puts, spreads, straddles, condors and how to choose a payoff for your market view.

• Performance & Returns

  Arithmetic vs geometric returns, TWR vs MWR, alpha, beta, Sharpe, Sortino, drawdowns and how to actually judge a track record.

• Portfolio Management

  Markowitz, efficient frontier, CAPM, diversification math, rebalancing, factor tilts and modern portfolio construction.

• Public Debt

  Debt-to-GDP, sustainability, sovereign defaults, debt monetization and bond-market discipline.

• Ratio Analysis

  Liquidity, solvency, profitability, efficiency and valuation ratios with realistic benchmarks.

• Recessions & Cycles

  Business cycles, leading indicators, NBER dating, soft vs hard landings and sector rotation.

• Financial Regulation

  Basel I/II/III/IV, Dodd-Frank, MiFID II, Volcker, capital requirements, liquidity ratios and the post-2008 regulatory architecture.

• REITs

  Equity vs mortgage REITs, FFO, AFFO, dividend rules, sector dynamics and valuation.

• S&P 500 Deep-Dive

  Index construction, sector weights, methodology changes, historical performance, valuation through cycles and what really drives it.

• Stocks 101

  What a share really is, how stock markets work, dividends, splits and how to read a quote.

• Stress Tests & Scenarios

  Historical, hypothetical and reverse stress tests, CCAR/EBA frameworks, scenario design and how regulators force banks to model the worst.

• Structured Products

  Autocalls, reverse convertibles, capital-protected notes – payoff design, hidden costs and risks.

• Technical Analysis

  Trends, supports/resistances, moving averages, oscillators, volume and pattern recognition.

• Trade & Globalization

  Comparative advantage, supply chains, tariffs, deglobalization and how trade hits markets.

• Valuation Methods

  DCF, multiples, sum-of-the-parts, asset-based, residual income – when each method works and where it breaks.

• Value Investing

  Graham & Dodd, margin of safety, deep-value vs quality-value, modern challenges of the style.

• VaR & Expected Shortfall

  Historical, parametric and Monte Carlo VaR, backtesting and why ES is the modern standard.

• Volatility & the VIX

  Implied vs realised, smile/skew, the VIX construction and what vol-of-vol really tells you.

• Yield Curve