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Overview Offering an intensive introduction to the complex world of M&A, this course will provide an invaluable foundation in strategy, regulation, finding a deal, corporate valuation, and more. You will learn about buyer strategies, how M&A can increase business value, and how to start the...

Overview If your goal is a career on a broker-dealer’s M&A desk, this is the course for you! This course will dive deeper into advanced M&A topics. We’ll look at the list of synergies developed by the Investment Bank and buyer and learn about the various sources to finance M&A. We’ll also look...

Overview Learn exactly how and why different M&A deals come together, and how to determine the ideal capital structure for every deal in which you participate. In this course, we will look at the various corporate documents involved in the M&A process and understand the purpose of the...

Overview One of the primary functions of a broker-dealer’s M&A desk is advisory services – consulting clients as they seek to grow through M&A. In this course, you will learn to use the Free Cash Flow metric to evaluate acquisition opportunities. You will learn about the components of Free Cash...

Overview In this course, you will learn how to apply accounting and federal income tax principles to project earnings and cash flows, specifically of the post-combination entity. To drive concepts home, you will work on real world examples and journal entries for common to complex M&A...

Overview Gain an understanding of project finance and public-private partnerships structures. We’ll explore how project finance resembles real estate deals and then look at key participants in various deals and their motivation. We’ll also look at the history and evolution of Project Finance, as...

Overview The Alaska Oil Pipeline is one example of a massive public private partnership. Learn how project finance principles and concepts are used in this deal and others, as well as how the legal and operating environment and customer segments impact these partnerships. In addition to the...

Overview This course begins with an understanding of the various ways a project can originate and then dives deep into the concept of feasibility studies. You’ll review a few financing models and then look at the participants in a project finance deal and understand their motivations. You’ll...

Overview In this course, we will review multiple case studies and transactions to recognize how to select the best deal for an investment. We’ll look at the different players in a deal and understand what the risks are. This course is part of the New York Institute of Finance’s popular...

Overview In this course, we’ll look at project documents – overview and types. First, we’ll cover finance, security and support documents. Next, we'll cover rating agencies. The debt rating agencies are important in many project financing. We’ll also cover the loan syndication process and...

Overview In this course, we’ll review a transaction that the instructor, Jeff, worked on in his professional career. We will discuss international project finance in the context of working with multilateral banks and bilateral banks in an international environment that entails a lot of political...

Overview This course begins with an overview of brokerage operations where we’ll identify the key roles of brokerage operations and review the different types of accounts. We’ll look at the salient features of the Customer Identification Program and review the differences between the main...

Overview This course begins with an introduction to the marketplace. We'll learn about the characteristics of the marketplace and how it interacts with the operation process. We’ll look at the evolution of the U.S. equity market and learn how to identify the reasons why some trades take place in...

Overview This course begins with an introduction to custody and asset servicing. Here, you'll learn to identify where securities are located for custody and asset servicing and recognize the process to transfer securities. Next, you’ll get introduced to Margins. Here you’ll learn the relevant...

Overview This course begins with an overview of the mortgage backed securities market. We’ll learn about the characteristics of mortgage-backed securities and identify the factors that cause U.S. mortgage-backed securities to be considered a different category of fixed income securities...

Overview In this course we’ll learn the key features of the most common types of tranches in agency CMOs: Z (accrual) bond tranches PAC (planned amortization class) tranches TAC (targeted amortization class) tranches We’ll cover the primary differences between non-agency and agency CMOs and...

Overview Rule15C3-3, or the “Customer Protection Rule” as it’s also known, dictates the minimum amount of securities and cash that broker-dealers must hold in secure accounts on behalf of their clients. The goal is to ensure that customers can always access a large portion of their funds, even...

Overview Actuary is rated the best job of 2015 by CareerCast.com because it pays well and offers abundant opportunities for advancement. You may have heard of actuarial science, or you might even know an actuary, but do you know what an actuary does? During the course you’ll hear from a wide...

Overview Want to study for an MBA but unsure of your basic accounting skills? Paving the way for MBA study, this course will teach you the foundational accounting skills needed to achieve success on an MBA program and in business generally. You will be introduced to the principles of accounting...

Overview Business organizations are constantly engaged in financial decision-making related to financial planning, investments, capital purchases, etc. The right financial decisions play a critical role in maximizing an organization’s business value. How do we value assets? What is a good...