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Curriculum

A path from first principles to professional analysis

Every track is built around work you do: worksheets, linked multi-tab models and assessed projects, graded on our servers with explained feedback.

Lessons
113
Worksheets
96
Models
17

Showing 3 of 14 tracks · 1 matching lesson

Markets and investing

Securities, bonds and portfolios.

  1. Portfolio Management

    AdvancedIn development

    Diversification, asset allocation, the efficient frontier, performance measurement and rebalancing.

    Planned modules: Portfolio theory · Building portfolios · Measuring performance

    Career paths:Investment and equity research analyst

    Builds on: Investment Analysis

    Lessons
    14 lessons planned · none live yet
    Availability
    Published when its lessons and assessments are complete

Banking, credit and risk

Lending, treasury and measuring risk.

  1. Banking and Treasury

    IntermediateAvailable2 free lessons

    How banks earn money and manage risk, credit analysis, and corporate treasury. Examples are educational, not bank-specific rules.

    • Explain how a bank earns net interest income, fees and absorbs credit losses
    • Calculate net interest margin, cost of funds and the core bank performance ratios from a balance sheet
    • Price a loan from funding cost, operating cost, expected loss and a capital charge
    • Assess a corporate borrower and estimate expected loss from PD, LGD and EAD

    Career paths:Credit and banking analyst

    Builds on: Time Value of Money, Financial Statement Analysis

    Lessons
    7 lessons live · 9 more planned
    Duration
    about 2.1 hours
    Practice
    7 worksheets
    Assessed work
    3 assessed items
    Start Banking and Treasury Syllabus for Banking and Treasury
    Modules and lessons

    Bank economics

    1. How a bank makes money
    2. Net interest margin
    3. Cost of funds
    4. Loan pricing
    5. Bank performance ratios

    Credit

    1. Corporate credit analysis
    2. Expected loss: PD, LGD and EAD

  2. Risk Management

    AdvancedIn development

    Measuring and managing market, credit, liquidity and operational risk, from volatility to VaR and stress testing.

    Planned modules: Risk measurement · Managing risk

    Career paths:Credit and banking analyst

    Builds on: Time Value of Money, Investment Analysis

    Lessons
    14 lessons planned · none live yet
    Availability
    Published when its lessons and assessments are complete

    Matching lessons

    • Options for risk managementIn developmentValue option payoffs and protective strategies.

Tracks marked In development are designed lesson by lesson but not available yet. A track is published only when its lessons, exercises and assessments are complete.