Fundamentals of Finance - Investments

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  • Fundamentals of Finance - Investments

    This 2-day education will be an intense introduction to Fundamentals of Finance with an Investments flavor.

    Each day will consist of morning and afternoon sessions. First day will start with time value of money. We will learn to use present and future value operators and the power of compounding. Then, we will dive into annuity and perpetuity type cash flow streams. Finding the present and future values of these specific cash flow streams will be the necessary steps for valuation of assets. After a quick introduction to time value of money, we will learn to price fixed income securities. Bond valuation will heavily depend on present value operators. Right after learning how to price bonds, we will go through bond price sensitivity to various factors, such as maturity, interest rates and coupon payments.

    Second day will start with equity valuation. Differences between common and preferred stocks will be mentioned and preferred stocks will be priced. Participants will then learn constant growth models and super-normal growth models to price equities. Using accounting variables, the dividend payment policies of the firms will be discussed. Second half of the second day will focus on statistical concepts such as expected value and volatility. Participants will then learn the relation between financial risk and return.

    After these two days, participants will have a strong foundation of finance with a flavor of Investments. They will be ready to take advanced classes such as Risk Management, Investments and Asset Pricing.
  • DAY 1 (09:00 - 20:00)

    09 May 2020

    Morning:

    Bond Valuation

    Bond Valuation

    Afternoon:

    Bond Price Sensitivity

    Arbitrage

    DAY 2 (09:00 - 20:00)

    10 May 2020

    Morning:

    Equity Valuation

    Dividend Policy

    Present Value of Growth Opportunities

    Afternoon:

    Expected Value

    Volatility

    Risk and Return