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Guide to the Financial Markets ON DEMAND

Available Until

Your Desk

3.0 Credits

Member Price $87.00

Non-Member Price $100.00

Overview

The financial markets support the worldwide economic system, so it makes sense to have a basic understanding of how they operate. In this 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 course 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, and more.

Preparation

None.

Notice

None.

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).

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Non-Member Price $100.00

Member Price $87.00