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For a brief video to demonstrate this process, please click this link.Title | Time |
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Course Overview. | |
- Welcome and About Me: Mark Raffaelli CFA®, FRM®. | 01.15 |
- Course Rationale, Target Audience & Pre-requisites. | 02.27 |
- Course Overview | 07.59 |
- Clients and Comments | 00.42 |
1. Taking your first steps in the Financial Markets. | |
1.1 Section overview | 03.06 |
1.01 Stating the not so obvious.
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03.59 |
1.02 Where did money come from?
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07:01 |
1.03 Goldsmiths / Banks, Coins and Paper Money.
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05:49 |
1.04 The Gold Standard
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03:24 |
1.05 Economics
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05:13 |
1.06 Capitalism
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08:50 |
1.07 Government
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03:18 |
1.08 Communism
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1.09 Socialism | 05:10 |
1.10 Economic Policy
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06:29 |
1.11 The Big picture of the Markets
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00:45 |
1.12 A brief look at Commodities
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02:20 |
1.13 On-Exchange versus OTC
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02:33 |
1.14 Types of Trading and the 3 key phases of a transaction
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04:29 |
1.15 Clearing a trade
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00:58 |
1.16 Settlement: Trading Spot versus a Derivative
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04:00 |
1.17 Business day conventions
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03:57 |
1.18 Section Summary | 03.59 |
2. The Capital Markets. | |
2.01 Section overview | 03.59 |
2.02 Introduction to the Capital Markets
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01:12 |
2.03 Putting together a business.
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01:17 |
2.04 The Business Plan: Strategic Issues
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04:03 |
2.05 The Business Plan: The Industry Issues.
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03:26 |
2.06 The Business Plan: Financial & Operational Issues.
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03:13 |
2.07 The Business Plan: Risk & Personal Issues.
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02:44 |
2.08 Bad Reasons to set up a business!
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01:16 |
2.09 Common Sense advice about setting up a business.
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02:25 |
2.10 Jargon: Assets & Liabilities.
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02:00 |
2.11 Raising Finance
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01:45 |
2.12 Jargon: Book Value,Capital & Business entities.
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03:28 |
2.13 Sole Proprietor
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02:10 |
2.14 Partnership
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02:26 |
2.15 Private Companies
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01:10 |
2.16 Limited Liability and Directors
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02:26 |
2.17 Public Companies
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02:43 |
2.18 Authorised Shares VS Issued Shares
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02:52 |
2.19 Market Value vs Book Value of Shares
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04:55 |
2.20 Selling your Company
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04:45 |
2.21 The Liquidation Ranking.
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05:49 |
2.22 Summary: Key features of Shares/Equity | 01:24 |
2.23 Close Corporations.
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01:17 |
2.24 The Start of the Book Build
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3:08 |
2.25 Due diligenge & Prospectus
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02:59 |
2.26 The Roadshow
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05:00 |
2.27 Listing on a Exchange
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01:38 |
2.28 Understanding Financial Instruments, Financial Securities, Financial claims
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01:10 |
2.29 Primary Market vs Secondary Market
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2.30 Private Placement | 00:51 |
2.31 Raising Finance through Debt
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03:27 |
2.32 How Governments and Corporates Borrow Money.
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00:51 |
2.33 The process of Raising Debt Finance.
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05:27 |
2.34 Debt - Primary & Secondary markets | 011:27 |
2.35 Why we say buying and selling debt rather than lending and borrowing. | 02:59 |
2.36 How do you determine the appropriate interest charge?
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00:56 |
2.37 Credit Buckets
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04:46 |
2.38 Credit Ratings
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03:10 |
2.39 Local debt vs foreign debt.
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02:06 |
2.40 Why do we refer to the Risk free rate (errorneoulsy)? | 01:48 |
2.41 Investment Grade vs Speculative grade / junk. | 01:02 |
2.42 Ranking the individual issues from an issuer | 00:29 |
2.43 Yield to maturity: Other criteria to consider.
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02:36 |
2.44 Digging Deeper into the Money Markets: Intro
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03:55 |
2.45 Understanding how banks make money
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02:43 |
2.46 A run on a bank. | 01:01 |
2.47 Regulatory requirements imposed on Banks.
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04:25 |
2.48 The Interbank market
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04:15 |
2.49 Understanding NCD's | 04:18 |
2.50 Explanation of LIBOR & JIBAR
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05:59 |
2.51 A Taste of the Different Types of Money Market Instruments and Bonds
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06:34 |
2.52 The Global Debt Crises
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04:45 |
2.53 Yield To Maturity
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09:40 |
2.54 Wrap: Financing through Debt vs Equity
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03:23 |
2.55 A Look at Some Corporate Actions
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08:04 |
2.56 Section Summary | 03.59 |
3. An Introduction to Trading | |
3.01 Section overview | 03.59 |
3.02 Introduction to Trading | 00:44 |
3.03 My Word is my Bond
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01:33 |
3.04 Agency Style Trading | 01:08 |
3.05 Principal Trading and the Bid Offer Spread.
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02:04 |
3.06 Flow Style Trading | 02:47 |
3.07 Prop Style Trading | 00:48 |
3.08 The Quote Convention and Depth
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03:24 |
3.09 Taking the Offer
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1:32 |
3.10 Giving the Bid
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1:07 |
3.11 Long Positions | 1:04 |
3.12 Short Positions
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2:44 |
3.13 Naked Short Selling and why it is cool.
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4:10 |
3.14 Naked Short Selling- A more realistic example | 4:10 |
3.15 Arbitrage & Choice Prices | 3:25 |
3.16 Some more Quote Etiquette | 00:45 |
3.17 Trading: Art or Science?
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03:01 |
3.18 Hedging | 01:41 |
3.19 Delta Hedging | 02:48 |
3.20 Speculating | 01:22 |
3.21 Section Summary | 03.59 |
4. An Introduction to Repos/ Carries / BuySell-Backs. | |
4.01 Section overview | 03.59 |
4.02 Introduction & Definition
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01:58 |
4.03 Repos vs Collaterallised Loans
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2:46 |
4.04 The 2 legs of the Repos
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02:27 |
4.05 Brief recap of what we know about Repos so far.
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01:40 |
4.06 Repos vs Carries vs Buy Sellbacks
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03:40 |
4.07 How Portfolio Managers enhance returns with Repos. | 02:35 |
4.08 Trading Short and using Repos | 04:35 |
4.09 Going Long and using Repos. | 03:29 |
4.10 Section Summary | 03.59 |
5. An Introduction to Investments and Investment Management | |
5.01 Section overview | 03.59 |
5.02 Investment vs Speculation
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06:12 |
5.03 Asset Classes
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03:43 |
5.04 Investment Management
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01:48 |
5.05 Broad Categories of Fund Management. | 01:16 |
5.06 Setting up a Fund and Trustees
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02:58 |
5.07 The Investment Mandate | 03:39 |
5.08 Some important Investment Mandate Provisions | 03:01 |
5.09 Appointing the Asset Manager | 01:26 |
5.10 Buy side vs Sell Side Analysts | 01:02 |
5.11 Outsourcing External Asset Managers | 02:04 |
5.12 Jargon: Bulls vs Bears | 01:45 |
5.13 Jargon: Market Capitilisation | 01:02 |
5.14 Market Indices: Definition
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03:19 |
5.15 Types of Market Indices
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04:18 |
5.16 Ethical & Environmental Market Indices | 01:03 |
5.17 Index Construction
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03:08 |
5.18 Price Weighted Indices | 02:33 |
5.19 Value Weighted Indices | 01:10 |
5.20 Total Return Indices | 00:37 |
5.21 Relative vs Absolute Return | 00:29 |
5.22 Long only Funds | 00:41 |
5.23 Hedge Funds / Long Short Funds | 05:05 |
5.24 The Problem of Tracking the Benchmark | 01:36 |
5.25 Active vs Passive Investing. | 01:37 |
5.26 Introduction to Unit Trusts | 02:19 |
5.27 Section Summary | 03.59 |
6. Understanding Retirement and Retirement Funds | |
6.01 Section overview | 02.41 |
6.02 The big picture of retirement.
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06:56 |
6.03 If you won the lotto, how would you know if it is enough to retire? | 05:12 |
6.04 Retirement Schemes: Defind Benefit
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11:57 |
6.05 Retirement Schemes: Defind contribution (and taxation on contributions)
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07:01 |
6.06 Pension funds versus Provident Funds
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14:08 |
6.07 Retirement Annuities
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09:04 |
6.08 Retirement funds: What if I Resign?
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03:14 |
6.09 Finding the balance and getting involved. | 01:37 |
6.10 Section Summary | 03.41 |
7. Types of Market Analysis and a Brief Look at Specualtion | |
7.01 Section overview | 03.59 |
7.02 Intrinsic Value
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03:56 |
7.03 Expected versus Unexpected Returns | 04:58 |
7.04 Taking account of surprises | 01:16 |
7.05 The Different Types of Analysis. | 02:58 |
7.06 Fundamental Analysis. | 00:38 |
7.07 Technical Analysis.< | 01:55 |
7.08 Principles of Technical Analysis | 01:03 |
7.09 Charting: Line Charts. | 01:41 |
7.10 Charting: OHLC Charts. | 01:41 |
7.11 Charting: Candlestick charts. | 02:03 |
7.12 Wrapping up Technical Analysis. | 00:28 |
7.13 Economic Analysis | 01:24 |
7.14 Quantitative Analysis | 00:57 |
7.15 Legal Analysis. | 00:37 |
7.16 A Brief word of Speculation common sense. | 01:56 |
7.17 Speculation: Setting up a stop loss. | 01:23 |
7.18 Speculation: Some more Common sense | 02:25 |
7.19 Section Summary | 03.59 |
8. An Introduction to the Foreign Exchange (Fx) market. | |
8.01 Section overview | 03.59 |
8.02 International Trade
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03:15 |
8.03 Spot FX
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01:56 |
8.04 Currency Pairs
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02:32 |
8.05 Base and Terms quotes | 02:08 |
8.06 The Swift Convention and decimals | 01:06 |
8.07 The FX Bid \ Offer quote and Pips | 03:40 |
8.08 Cross Rates | 01:36 |
8.09 Fixed Exchange Rates
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02:29 |
8.10 Floating Exchange Rates
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05:48 |
8.11 Interest Rate Parity
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03:53 |
8.12 Section Summary | 03.59 |
9. An Introduction to the Derivatives market. | |
9.01 Section overview | 03.59 |
9.02 Introduction & Traditional (but incorrect) definition | 01:21 |
9.03 Understanding Volatility and its impact on Business. | 03:41 |
9.04 Forwards and Futures in Plain English | 03:35 |
9.05 Options, SWAPS, FRAs and Credit Derivatives in Plain English. | 04:32 |
9.06 Forwards | 04:55 |
9.07 Why Futures came about | 03:58 |
9.08 Future Contracts | 00:51 |
9.09 Daily Settlement / Variation Margin. | 05:05 |
9.10 Initial Margin | 03:59 |
9.11 The Clearing House | 02:29 |
9.12 Why I like futures | 03:44 |
9.13 Options | 01:06 |
9.14 Call Options
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05:03 |
9.15 Put Options.
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03:04 |
9.16 The difference between buying a call and selling a put | 01:47 |
9.17 The Style of Options | 02:37 |
9.18 Wrapping up options & ISDA | 00:31 |
9.19 Section Summary | 03.59 |
10 An Introduction to the Settlement in the markets. | |
10.01 Section overview | 03.59 |
10.02 Recap of the Trade Life Cycle | 02:15 |
10.03 The Front Office | 03:16 |
10.04 The Middle Office | 04:40 |
10.05 Other departments
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04:08 |
10.06 Capturing the Trade
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06:27 |
10.07 Settement: Custodians
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04:22 |
10.08 Settlement Risk vs Settlement Failure
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02:44 |
10.09 SFIDVP vs FOP | 02:45 |
10.10 Scrip
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06:24 |
10.11 FOREX settlement
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03:05 |
10.12 Section Summary | 03.59 |
11. A brief look at Banks and the Central Bank | |
11.01 Section overview | 03.59 |
11.02 Deposit Taking Institutions & types of Banks | 01:45 |
11.03 Commercial Banks
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03:35 |
11.04 Investment Banks
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04:02 |
11.05 Investment Banks: Other Services
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04:12 |
11.06 Systemic Risk
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05:18 |
11.07 The Central \ Reserve Bank
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07:40 |
11.08 Section Summary | 03.59 |
12. A very brief look at Insurance | |
12.01 Section Overview | 00.42 |
12.02 Understanding Insurance | 04:25 |
12.03 Life Insurance
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12m21 |
12.04 Section Summary | 02:04 |
13. Putting it all together in your own life | |
13.01 Going Forward | 00:57 |
13.02 Personal Investment
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03:54 |
13.03 Investing Yourself
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05:03 |
13.04 Investing Yourself: Part 2
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01:18 |
13.05 Investing Yourself: Part 3
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02:04 |
13.06 Diversify Locally and Internationally
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09:49 |
13.07 Conduct Research
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02:51 |
14. Everything must come to an end. | |
14.1 Course Wrap | 01:16 |
15. Final Exam :) | |