Explore Catalogue

In this course, we will cover everything you need to know to be knowledgeable about residential mortgages in the United States. We will look at the important players/departments in the space as well as key terminology that you need to know. We will spend some time un-packaging the consumer buying cycle and examine the life cycle of the mortgage. In addition, we will spend some time examining what goes into originating, servicing and valuing a mortgage by examining the metrics that make up the loan process. We will examine the tools that help a company make a sound credit worthiness decision, by exploring the credit report and the real estate appraisal. Finally, we will demystify the securitization process by looking at the process of mortgage securitization and its benefits. The makeup of the course is as follows, containing nearly 30 modules over 3 sections:

• U.S. Residential Mortgage Business and Process Fundamentals
• U.S. Residential Mortgage Analysis: Bringing It All Together
• Loan Management, Servicing and Securitization

This course's contents consists of a video introductions for each section, outlining the key elements to be covered, followed by each module, consisting of a narrated presentation.

This course will cover all components of the Trade Lifecycle; the lifecycle processing sequence and processing impact; what causes (and prevents) Straight Through Processing; primary risks and typical mitigating controls; and introduces market-wide terms used in securities trade processing. This course consists of 22 lectures within 5 sections, including:

• Trade Execution
• Trade Capture
• Trade Enrichment
• Trade Confirmation
• Trade Settlement
• Reconciliation

To write emails, business documents, reports, and other professional communications effectively, it is essential to implement a simple yet proven and systematic approach. This “writing system” was created by Dan Graham years ago and has stood the test of time.  The system is the subject of various books, hundreds of company, and business lectures, and now the practice of many 100s of 1000s of professionals worldwide.  The writing system uses 12 steps and almost 60 practical techniques to walk you through from initial writing analysis to final copy, producing documents that succeed every time. For each writing technique, the course provides tutorials with exercises and thoughtful answers. Special instructions help professionals for whom English is a second language. Advanced techniques help teams write long documents such as proposals.  This course includes a separate section about writing professional emails, covering tenses, verbiage, and tone.    The program is built from videos and supplemental pdf documents where you follow along with Dan, including through e-book extracts that align to and support each of the videos. The program includes 38 video modules, as well as supplemental materials, averaging approximately 7-10 minutes each.    The modules are structured, as follows:   

• Introduction & Overview 
• Step 1 – Analyze Purpose 
• Step 2 – Analyze Audience 
• Step 3 – Writing the Purpose Statement 
• Step 4 – Gathering information  
• Step 5 – Writing the sentence outline 
• Step 6 – Writing the draft 
• Step 7 – Revising content and organization 
• Step 8 – Editing for coherence 
• Step 9 – Editing for clarity 
• Step 10 – Editing for economy 
• Step 11 – Editing for readability 
• Step 12 – Conclusion and final thoughts 
• Appendix B – Tips for writing emails 
• Appendix C – ESL Articles, Attitude and Approach, and Tenses   

This comprehensive course will cover a variety of issues relating to yield curves, their construction, and their use in a variety of analytical applications to assess risk and return. The course consists of 19 lectures among 5 sections, including topics within:

• Introduction to Yield Curves
• Duration and its Applications
• The Level of Rates and Shape of the Yield Curve
• Spot Rates and Forward Rates
• Total Return Analysis

This course will introduce you to a variety of the more  commonly-encountered types of mortgage-backed securities, pass-through  securities, and CMO's, as well as a lot of the concepts used to assess  the attractiveness of mortgage-backed securities and a lot of the  details to help understand mortgage-backed securities and how they work.

        This course contains 21 lectures among 4 sections:

• Introduction to Mortgages and Mortgage Backed Securities
• Pass Through Securities
• Analysis of Pass Through Securities
• Collateralized Mortgage Obligations

This course looks at interest rate swaps in detail. First, swaps in general are introduced, then we will be looking at the structure of the most common type of interest rate swap - the fixed or floating interest rate swap. We will also consider a variety of different structures, pricing and valuation, and applications - both risk management and speculative. This course contains 20 lectures within 5 sections:

• Introduction to Interest Rate Swaps
• Risk Management of Floating Rate Liabilities
• OTC Clearinghouses
• Swap Pricing and Valuation
• Risk Management with Interest Rate Swaps

This course will introduce derivatives in general, to demonstrate the common features of derivatives and how they differ from other sorts of financial instruments. The course will then segue into a detailed discussion - first on Futures contracts and then ultimately on Options contracts. Key characteristics will be identified, and contract features, pricing, applications, risk management, and hedging will be discussed. This course is composed of 27 lectures within 6 sections:

• Introduction to Derivatives
• Introduction to Futures Contracts
• Futures Contracts Trading and Cash Flows
• Futures Pricing
• Introduction to Options
• Option Pricing and Applications

This course will introduce you to the market for fixed income securities, provide you with a lot of details on the characteristics of fixed income securities in general, as well as discuss specific characteristics of specific sectors of the fixed income market - insurers, investors, and a wide variety of concepts relating to the analysis and validation of those securities. This course consists of 24 lectures classified within three sections:

• Introduction to Fixed Income Securities
• Bond Contract Features and Investment Characteristics
• Types of Fixed Income Securities

The following types of fixed income securities are introduced and discussed:

• Government Securities
• US Treasury Securities
• Corporate Fixed Income Securities
• Convertible Securities
• Structured Securities
• Mortgage Backed Securities
• Asset Backed Securities
• Credit Card and Auto Loan Asset Backed Securities
• Collateralized Debt Obligations
• Agency Securities & Regional/Local Government Debt Securities

This course will introduce you to a wide variety of calculations and  related concepts that are used by financial market participants in a  wide variety of applications - calculating prices, rates of return, and  yields for example. These concepts and more will be discussed.

       This course consists of 15 modules, broken out into 3 sections:

• Interest Rate Conventions and Time Value of Money
• Debt Security Pricing
• Bond Yields and Rates of Return

The course contains approximately 2 and a half hours of video content, and supplementary PDF files of the instructor's presentation are included to help participants follow along.

This course will give you a broad overview of this rapidly-evolving section of the derivatives markets. Swaps in general will be introduced, and then the course will segue into an introduction to equity swaps, look at the various details of the contracts, the applications that market participants use them for, as well as pricing and valuation issues. This course contains 18 lectures divided into5 sections, including:

• Introduction to Equity Swaps
• Equity Swap Contracts
• OTC Clearinghouses
• Equity Swap Structures and Applications
• Variance Swaps