New York Institute of Finance (NYIF) Certified-Global Investment Strategy Essentials (GISE)

            1.  Global Capital Markets

• ·         The major capital markets
• ·         Introduction to Money Markets
• ·         Introduction to Foreign Exchange
• ·         Introduction to Derivatives
• ·         Time Value of Money

2.        2. Mutual Funds

• ·         Understanding mutual funds
• ·         Introduction to various mutual fund products
• ·         Selecting the right mutual fund
• ·         Operation of a mutual fund company
• ·         Trends in the mutual fund industry

3.        3. Fixed Income Securities

• ·         Bonds and their features
• ·         The fixed-income marketplace
• ·         The fixed income regulatory environment.
• ·         Overview of the treasury yield curve
• ·         Factors Affecting the treasury yield curve
• ·         Introduction to the dynamic nature of the yield curve
• ·         Role of the treasury yield curve as a Benchmarking and forecasting tool

4. Equity Markets

• ·         Common stock
• ·         Preferred stocks
• ·         Equity-linked issues
• ·         Indexes

5.  Financial Derivatives

• ·         Basics of forwards and Futures
• ·         Introduction to Options
• ·         Trading Derivatives
• ·         Introduction to Swaps

6.       Options Markets

• ·         Options terminology
• ·         Fundamentals of options products
• ·         Option combination strategies
• ·         Factors that impact an option’s value
• ·         Pricing options
• ·         Option sensitivities

7.        Hedge Funds

• ·         Hedge fund Overview
• ·         Hedge Funds Investment Strategies
• ·         Analysing Hedge Funds
• ·         Hedge Funds Industry Infrastructure
• ·         Hedge Funds Industry Trends and Challenges (Issues)

8.       Asset-Backed Securities

• ·         Introduction to asset-backed securities
• ·         Structure and rating of asset-backed securities
• ·         Major sectors of the asset-backed securities market
• ·         Pricing and trading of asset-backed securities
• ·         The future of the asset-backed securities market

9 Fixed Income Portfolio Investment Strategies

• ·         Review of Fixed Income Products
• ·         Passive Fixed Income Portfolio Strategies
• ·         Active Fixed Income Portfolio Strategies

10. Equity Portfolio Investment Strategies

• ·         Review of Equity Valuation Techniques- Importance and Quality of Earnings
• ·         Equity Strategies

• Apply Global Active & Passive Investment Strategies
• Understand Global Futures & Forwards, Options, and Swaps
• Use Treasury Yield Curve as a Benchmarking and Forecasting Tool
• Learn Global Hedge Fund Investment Strategies

• ·         Independent Financial Management - Well-informed end investors who wish to become independent by managing their finances
• ·         Investment Management - Investment Advisors, Financial Planners, and Wealth Managers advising HNIs and business families
• ·         Sales and Trading (Sell Side) – Sales & Trading Professionals