Courses

Foundational trading and market analysis courses

Introduction to Trading and Market Analysis

This course provides a foundational introduction to financial markets and trading activity. Participants develop an understanding of market structure, price formation, asset classes and basic analytical concepts used in trading environments.

Company Fundamentals and Earnings Analysis

This course develops institutional approaches to interpreting company fundamentals and earnings information for trading and market analysis. Instruction focuses on financial statements, earnings drivers, expectations versus outcomes, and how professional market participants incorporate fundamental information into trading decisions without overlapping with full equity valuation programs.

Risk Management and Position Construction

This course examines foundational risk concepts relevant to trading and portfolio construction. Participants learn position sizing principles, risk measurement approaches and basic frameworks for managing downside exposure.

Portfolio Structure and Frameworks

This course introduces portfolio level thinking for traders and investors. Instruction covers diversification concepts, asset interaction, basic portfolio frameworks and the role of structure in managing risk and return.

Trade Execution and Implementation

This course focuses on the practical aspects of executing trades in financial markets. Topics include order types, execution mechanics, liquidity considerations and the impact of implementation on trading outcomes.