Guide to the Financial Markets FLEXCAST
Available Until
Your Desk
3.0 Credits
Member Price $98.00
Non-Member Price $113.00
Overview
The financial markets support the worldwide economic system, so it makes sense to have a basic understanding of how they operate. In the Guide to the Financial Markets course, we explore the major financial markets, including the bond, equity, foreign exchange, futures, international debt, and money markets. The course addresses such matters as how bonds are sold, the yield curve, the requirements of the different stock exchanges, dark pool trading, short selling, foreign exchange investing strategies, futures contracts, sweep accounts, and repurchase agreements. This guide is useful for those professionals who want to learn more about the financial markets.
Highlights
Type of investors. Asset-backed securities. Bond markets. Equity markets. Foreign exchange markets. Future markets. International debt markets. Money market.
Prerequisites
None.
Designed For
CPAs, CEOs, CFPs, financial advisers, and other accounting professionals.
Objectives
Recognize the parties that invest in the financial markets. Recall the characteristics of a successful financial market. Recognize the issues that can impact the prices of the different types of securities. Recall the different types of bond credit ratings, and what they represent. Recognize the characteristics of the over-the-counter bulletin board. Recall when securities are listed on the Pink Sheets. Recognize the characteristics of dark pools. Specify the process used to take a company public. Recall the reasons why a business might conduct a stock buyback. Recognize the process by which shares are sold short. Recall the best practices for investing in stocks. Recognize the characteristics of a futures contract. Specify the types of commodities that are traded on futures exchanges. Recall the characteristics of the money market.
Preparation
None.
Notice
This is a FlexCast (no exam required) and may be viewed only Monday - Saturday, 5am - 5pm PT. You may take up to one year from the date of purchase to complete the course. Pause your FlexCast and resume at a convenient day during the hours above. Partial credit for 2+ credit courses: If you are unable to complete the course in one sitting, partial credit can be awarded (minimum of one credit). To earn the remaining credits, you must return later and start the course from the beginning. Use chat to ask questions of a subject matter expert during the program.
Leader(s):
Leader Bios
Steven Bragg, Western CPE
Steven M. Bragg, CPA, is a full-time book and course author who has written more than 70 business books. He provides Western CPE with self-study courses in the areas of accounting and finance, with an emphasis on the practical application of accounting standards and management techniques. A sampling of his courses include the The New Controller Guidebook, The GAAP Guidebook, Accountants’ Guidebook, and Closing the Books: An Accountant’s Guide. He also manages the Accounting Best Practices podcast.
Steven has been the CFO or controller of both public and private companies and has been a consulting manager with Ernst & Young and an auditor with Deloitte & Touche. He holds an MBA from Babson College, a Master of Finance from Bentley College, and a BA from the University of Maine (summa cum laude).
Non-Member Price $113.00
Member Price $98.00