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This course deals with implications of technological advances on current and future state of financial industry. The intention is to trigger a disruptive and innovative thinking process and to enforce the notion that recent structural changes across the financial industry provide spectrum of valuable internal and external opportunities. It introduces … For more content click the Read More button below.This course deals with implications of technological advances on current and future state of financial industry. The intention is to trigger a disruptive and innovative thinking process and to enforce the notion that recent structural changes across the financial industry provide spectrum of valuable internal and external opportunities. It introduces computational finance and banking technology using the open source programming language of python in the context of finance theory and applications. Case studies to be explored include digital currency (Bitcoin), settlements (Blockchain), hedging, trading and financial advisory.  Read More

This course deals with implications of technological advances on current and future state of financial industry. The intention is to trigger a disruptive and innovative thinking process and to enforce the notion that recent structural changes across the financial industry provide spectrum of valuable internal and external opportunities. It introduces … For more content click the Read More button below.This course deals with implications of technological advances on current and future state of financial industry. The intention is to trigger a disruptive and innovative thinking process and to enforce the notion that recent structural changes across the financial industry provide spectrum of valuable internal and external opportunities. It introduces computational finance and banking technology using the open source programming language of python in the context of finance theory and applications. Case studies to be explored include digital currency (Bitcoin), settlements (Blockchain), hedging, trading and financial advisory.  Read More

Sustainable and socially responsible investing is a multi-trillion-dollar industry and growing. This course builds on ethics components in existing capital market and investments courses by introducing environmental, social responsibility and corporate governance considerations and methods that operationalize them into investment processes, products, and practices. The goal is to educate students … For more content click the Read More button below.Sustainable and socially responsible investing is a multi-trillion-dollar industry and growing. This course builds on ethics components in existing capital market and investments courses by introducing environmental, social responsibility and corporate governance considerations and methods that operationalize them into investment processes, products, and practices. The goal is to educate students socially responsible, ethical, sustainable investing issues, opportunities and challenges and to engage them to discuss and design investment processes, products, and practices that encourage positive changes in the world while also delivering investment returns and fund flow. This course blends finance theory, ethics, industry practices and trends using case study, data analysis, and academic research.Read More

This course explores techniques, models and industry practices in equity analysis and valuation. Both quantitative and fundamental analyses are covered to illustrate the work and research behind the trade recommendation reports prepared by the financial analysts. This course explores techniques, models and industry practices in equity analysis and valuation. Both quantitative and fundamental analyses are covered to illustrate the work and research behind the trade recommendation reports prepared by the financial analysts. Read More

The course covers complementary topics in investments and funds management. It focuses on 1) equity valuation; 2) alternative investment classes; and 3) portfolio performance measurement and management.The equity valuation part covers the main methods of security analysis based on discounted cash flows. The second part covers investments in asset classes … For more content click the Read More button below.The course covers complementary topics in investments and funds management. It focuses on 1) equity valuation; 2) alternative investment classes; and 3) portfolio performance measurement and management.The equity valuation part covers the main methods of security analysis based on discounted cash flows. The second part covers investments in asset classes other than bonds and currencies. These include real estate, private equity, commodities, currencies, and hedge fund strategies. The final part focuses on issues of performance measurement for active investors and optimal portfolio management. This includes optimal combination of active with passive investment.Read More

This course provides students with key estate planning knowledge and skills to provide clients a holistic financial and estate planning service. The course deal with the practical application of how an adviser deals with other professionals including lawyers, accountants, tax advisers, etc. to help manage the clients’ estate planning needs, … For more content click the Read More button below.This course provides students with key estate planning knowledge and skills to provide clients a holistic financial and estate planning service. The course deal with the practical application of how an adviser deals with other professionals including lawyers, accountants, tax advisers, etc. to help manage the clients’ estate planning needs, including issues related to succession planning and asset protection. The course consists of a theoretical element and a practical case study element addressing issues facing clients and practitioners in the advice space.  Read More

This is a capstone course in the financial planning curriculum to provide students with a practical understanding of the provision of financial product advice and managing clients’ relationships. It consolidates and completes student knowledge and skills required for pursuing employment in the financial planning industry. The course a study of … For more content click the Read More button below.This is a capstone course in the financial planning curriculum to provide students with a practical understanding of the provision of financial product advice and managing clients’ relationships. It consolidates and completes student knowledge and skills required for pursuing employment in the financial planning industry. The course a study of important aspects of ethics, professional standards and Chapter 7 of the Corporation Act to the standards set by the Financial Adviser Standards and Ethics Authority. The course also covers the different elements of financial planning advice including understanding the client's situation and needs, conducting analysis and research, formulating appropriate financial planning strategies, choosing suitable products, preparing a fully compliant financial plan, implementing the financial plan and providing ongoing review and services to the client. The course also covers the knowledge and skills required for providing personal life insurance and general insurance advice. It is a required course for professional recognition in financial planning. Read More

Looks at interest rate risk (IRR) and techniques for managing risk. Topics covered include term structure dynamics (including bond price lattices, spot and forward rate models), analytical and numerical techniques, duration measures, interest rate derivative securities (including options, futures, caps, floors and swaps), mortgage-backed securities and their derivatives, portfolio management, … For more content click the Read More button below.Looks at interest rate risk (IRR) and techniques for managing risk. Topics covered include term structure dynamics (including bond price lattices, spot and forward rate models), analytical and numerical techniques, duration measures, interest rate derivative securities (including options, futures, caps, floors and swaps), mortgage-backed securities and their derivatives, portfolio management, value-at-risk, and the interaction between IRR and credit risk. In discussing interest-rate derivatives, the primary emphasis is on the Hull-White model, but other models, such as the models of Ho-Lee, Cos-Ingersoll-Ross and Heath-Jarrow-Morton are discussed. Read More

An intermediate course on options, futures and techniques for managing asset risk. Topics covered include an overview of derivative securities, forward and futures contracts (on stock indices, investment and consumptive assets), options (on stocks, stock indices and futures), hedging positions in options and other derivative securities, binomial option pricing, risk-neutral … For more content click the Read More button below.An intermediate course on options, futures and techniques for managing asset risk. Topics covered include an overview of derivative securities, forward and futures contracts (on stock indices, investment and consumptive assets), options (on stocks, stock indices and futures), hedging positions in options and other derivative securities, binomial option pricing, risk-neutral valuation, the stochastic process followed by stocks, numerical techniques in option pricing, options on non-traded assets, exotic options and pricing biases.  Read More

This course focuses on financial institution lending decisions and client credit analysis. Both retail clients and commercial borrowers are considered. Traditional borrower assessment as well as modern credit risk analysis are discussed. Both individual loan performance and portfolio effect are considered to form efficient lending decision.