43 Courses and Certifications

List of Online Courses and Certifications

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Introduction to Custody Servicing Margins and Accounting Records

Offered by

New York Institute of Finance, New York via Edx
Certificate

Introduction to Custody Servicing, Margins, and Accounting Records

The Introduction to Custody Servicing, Margins, and Accounting Records programme is a 10-week curriculum built by the New York Institute of Finance. It is an introductory level that begins with introducing you to asset and custody servicing, along with margins. Through these, you will learn about security locations for custody, transferring securities, the securities margining procedure’s regulations, and core aspects like a Special Memorandum Account.

The Introduction to Custody Servicing, Margins, and Accounting Records certification syllabus then proceeds with brokerage and cash accounting, profit and loss statements, stock records, general ledgers, FOCUS reports, and other relevant topics. This extensive programme will require approximately one to two hours of your effort each week. It is also self-paced, enabling you to study according to your schedule.

The Introduction to Custody Servicing, Margins, and Accounting Records online course concludes with four additional programmes as the additional resources. These will cover international operations, cashier’s departments, brokerage operations’ current trends, etc. Upon meeting the eligibility requirements, edX will also award you the verified completion certificate.

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10 Weeks
Beginner
29,945
Skills Covered:
Financial Management
The Marketplace Trade Process Clearing Corporations and Settlement

Offered by

New York Institute of Finance, New York via Edx
Certificate

The Marketplace Trade Process Clearing Corporations and Settlement

The Marketplace, Trade Process, Clearing Corporations, and Settlement course by edX is a 7-week introductory curriculum. It introduces you to the marketplace, where you’ll gain in-depth knowledge about its characteristics, how it interacts with operation procedures, and study the U.S. equity market. Developed by the New York Institute of Finance, this programme will also teach you about Bond Secondary Market trades, Order Management Systems, and Over Counter Markets.

The Marketplace, Trade Process, Clearing Corporations, and Settlement certification syllabus also touches upon trade processing, where you’ll learn to process trades and understand the trade processing cycle’s components.

Further, the course curriculum discusses NSCC, clearing corporations, Option Clearing Corporation’s workings, and Mortgage-Backed Securities Clearing. It then concludes with giving you a holistic look at Settlements, the Purchase and Sales Department’s duties, why Fails occur, and financing tools.

Requiring just one to two hours of weekly dedication, The Marketplace, Trade Process, Clearing Corporations and Settlement programme by edX offers video transcripts and is entirely self-paced. Upon completion, you can also gain the NYIF’s professional certificate.

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7 Weeks
Beginner
22,459
Skills Covered:
Financial Management
Trading - Fundamentals of Technical Analysis

Offered by

New York Institute of Finance, New York via Edx
Certificate

Trading - Fundamentals of Technical Analysis

Technical analysis is a rational approach to market analysis. It relates to investor psychology and fundamental analysis. If you want to understand the concepts and application of technical analysis, Trading - Fundamentals of Technical Analysis online course is a great course for you.

Trading - Fundamentals of Technical Analysis by edX begins by exploring how technical analysts view markets' supply and demand aspects. Using different tools, you will learn how an analyst gathers information about the bears and the bulls' relative strength.

You will also review price charts and understand their predictive behaviour by identifying the patterns and supplements. Moreover, different theories and popular indicators like RSI, stochastics, moving averages and MACD will also be discussed.  

Trading - Fundamentals of Technical Analysis will be taught by  Michael Carr from NYIF. It is an introductory course in economics and finance. You can complete this course by investing two to three hours a week for six weeks and also secure a shareable certificate.

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6 Weeks
Beginner
Free
Skills Covered:
Financial Management
Risk Management and Credit Principles

Offered by

New York Institute of Finance, New York via Edx
Certificate

Risk Management and Credit Principles

The Risk Management and Credit Principles online course is part I of NYIF’s Credit and Credit Risk Analysis Professional Certificate programme. The programme begins with an introduction to risk credit principles and risk management. You will understand and review credit risk, the goals of credit analysis, and credit exposure. Moreover, topics like the purpose of debt, debt vs equity, and debt forms are also covered.

With the Risk Management and Credit Principles training, you will gain a deeper understanding of various principles of credit risk, like default, exposure, expected loss, default probability. Furthermore, other crucial concepts will be covered, which will enable you to assess industry and business risk, market competition, company business models, and the impact risks have on company performance.

As a bonus, you’ll also review how companies mitigate and measure these risks and apply your learnings on a dedicated hands-on risk analysis assessment. There’s also a certificate option available that can help you widen your employment opportunities by showcasing your skills to industry recruiters. However, if you only wish to learn, you can audit the Risk Management and Credit Principles course for free.

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6 Weeks
Expert
Free
Skills Covered:
Financial Management
Derivatives, Futures, Swaps, and Options

Offered by

New York Institute of Finance, New York via Edx
Certificate

Derivatives, Futures, Swaps, and Options

The Derivatives, Futures, Swaps, and Options training is part 4 of NYIF’s Capital Markets Professional Certificate programme. Spanning six weeks, this course opens with an introduction to derivatives, covering global derivatives market players and how derivatives are used. The curriculum also covers margin, margin requirements, and treasury futures.

Next, the Derivatives, Futures, Swaps, and Options programme moves on to discuss the features and characteristics of swaps. In this section, topics like fundamentals of pricing interest rate are covered, enabling you to apply interest rate swaps to various hedging situations. The course will end with a review of the many options terminologies, and swaptions.

All of the Derivatives, Futures, Swaps, and Options course material will be delivered through video lectures. As it’s a self-paced programme, no schedule has to be followed. There’s also a certificate option available if you wish to verify your credentials. If you don’t, you can access the course material for free.

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6 Weeks
Beginner
18,716
Skills Covered:
Financial Management
Bond and Equity Markets and Financial Regulation

Offered by

New York Institute of Finance, New York via Edx
Certificate

Bond and Equity Markets and Financial Regulation

The importance of debt and equity in a company's financial structure is a major aspect covered in this Bond and Equity Markets and Financial Regulation certification course. The candidate would examine the major bond issuers and the various types of bonds that they sell, as well as the differences between domestic and foreign bonds. The candidate will also learn about how to price a pure vanilla bond in today's economy. 

They would also examine the various yield curve forms and their consequences for the economy and business cycle during the Bond and Equity Markets and Financial Regulation training. They will also look at the securities market, as well as treasury auction mechanics. This course would also look at rating agencies' roles and methodologies, as well as the trading conventions used by FX markets for forward instead of transactions. The Bond and Equity Markets and Financial Regulation certification that candidates will get in last will provide different scopes to students who want to pursue their career or want to study further in the same respective field. This particular course is a professional program and a part of the New York Institute of Finance capital markets professional certificate. The course contains online training. 

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6 Weeks
Beginner
18,716
Skills Covered:
Financial Management
Projections and Structuring

Offered by

New York Institute of Finance, New York via Edx
Certificate

Projections and Structuring

The Projections and Structuring certification course is an advanced level programme which is offered through the New York Institute of Finance. The course is a part of another course named Credit and credit risk analysis professional certificate programme. Participants who join this course will get to know so many things related to finance such as warning signs in financial statements, financial projections, financial deterioration, etc. The course will discuss capital structures, debt, documentation, borrower, risk assessment, etc. in the programme. 

The Projections and Structuring certification syllabus of the course is 6 weeks long and students need to spend only a minimum of 2-3 hours a week to complete the course. The programme is a self-paced type course and lets students set their own study timings. The student also gets to achieve a professional certificate after the completion of the course.

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6 Weeks
Expert
29,945
Skills Covered:
Project management
Ratio Analysis

Offered by

New York Institute of Finance, New York via Edx
Certificate

Ratio Analysis

The online session on Ratio Analysis by edX is a Part 2 session of the course that is related to credit and credit risk analysis. The course will be helping the applicants to analyze and review the ratios and metrics that are involved in the credit analysis system. For the time frame of five weeks, the Ratio Analysis certification syllabus will be covering vivid descriptions on the topics of  -  Organization Structures, Financial Ratios, Management, Off-Balance-Sheet Risks, Analysis and Metric. 

The Ratio Analysis programme will be emphasized more on the domain of working capital, borrower liquidity, asset productivity, asset quality and revenue generation. Upon completing the Ratio Analysis certification course the candidates will learn the ways to analyze the capital structure of the institute or company. The programme outline will further enable candidates to understand and elaborate on the borrower’s off-sheet risks.

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5 Weeks
Expert
14,973
Skills Covered:
Managerial skill
Key Success Factors in Supply Chain Finance

Offered by

New York Institute of Finance, New York via Coursera
Certificate

Key Success Factors in Supply Chain Finance

Key Success Factors in Supply Chain Finance by Coursera is the second course in the Supply Chain Finance and Block-chain Technology Specialization, which is an initiative of NYIF in collaboration with the online learning platform. This is an intermediate-level course which means that you must have some knowledge of trade finance and corporate finance before you enroll. 

Moreover, the Key Success Factors in Supply Chain Finance online course aims to teach the impact, challenges and success factors in supply chain finance. You will learn about the field and the key responsibilities and roles that are involved in it. Further, the course curriculum explores who is the ideal customer and how revenues are generated for a supply chain finance programme.

What’s more, you can earn a Key Success Factors in Supply Chain Finance certificate upon completing this programme. You will learn through video lessons, practise exercises and extra readings over a period of five weeks under the guidance of expert instructors from NYIF.

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5 Weeks
Intermediate
Free
Skills Covered:
Financial Management
Using Machine Learning in Trading and Finance

Offered by

New York Institute of Finance, New York , Google via Coursera
Certificate

Using Machine Learning in Trading and Finance

The Using Machine Learning in Trading and Finance online course is providing a platform for the students to learn and study about the basics that are involved in developing advanced strategies that are used in modern machine learning techniques. 

In the online programme on  Using Machine Learning in Trading and Finance by Coursera, the applicants will be studying the key components that are common to all the trading strategies irrespective of the platforms and dimensions. 

In the Using Machine Learning in Trading and Finance certification syllabus, the enrolled students will be covering the comprehensive chapters of-  Regularization: L1, L2, and early stopping, Regularization: dropout, Lab Intro: Keras functional API, Regularization: the basics, Neural networks with Keras functional API, Collect the data, Backtest on unseen data, Selecting a machine learning algorithm, Lab Intro: momentum trading, Creating features, Define the problem, Split the data and others.

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4 Weeks
Intermediate
Skills Covered:
Machine learning
Introduction to Trading, Machine Learning and Google Cloud Platform

Offered by

New York Institute of Finance, New York , Google via Coursera
Certificate

Introduction to Trading, Machine Learning & GCP

The Introduction to Trading, Machine Learning & GCP online course is an intermediate level of course. Students can look up the programme on the official website of Coursera. In this programme, students will learn about trading, its features, trends, and aspects related to trading. The course will discuss the different quantitative strategies that are considered for trading and trading structure. 

The course also talks about Google cloud and machine learning aspects in the programme. The course is a free programme that does not require any admission fee or registration charges and allows the candidates to enjoy the learning experience at their own speed. The Introduction to Trading, Machine Learning & GCP certification syllabus of the program is categorized on a weekly basis and demands four weeks for the program. 

Students are free to set their schedules according to their willingness and the entire program can be completed in 9 hours. Through the assignments and exercises, the students are able to understand every concept properly. At the end of the Introduction to Trading, Machine Learning & GCP certification course, students can also complete the procedure of getting a certificate if they want to be a certified user of the program.

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4 Weeks
Intermediate
Free
Skills Covered:
Knowledge of Algorithms Machine learning Knowledge of cloud computing
Reporting Investments, Pensions, and Financial Statement Analysis

Offered by

New York Institute of Finance, New York via Edx
Certificate

Reporting Investments, Pensions, and Financial Statement Analysis

New York Institute of Finance (NYIF) delivers the Reporting Investments, Pensions, and Financial Statement Analysis certification course. The introductory study is self-paced and belongs to the economics and finance domain. The training broadly covers accounting for investments, pension accounting, financial statement analysis, and accounting for stock options.

The four-week-long Reporting Investments, Pensions, and Financial Statement Analysis course initially builds an understanding of corporate investments and short and long-term investments. It also trains you in preparing consolidated financial statements. Next, it covers pension accounting while elucidating accounting for stock options, cost components of a pension plan, several pension plan types, and plan assets.

Moreover, the Reporting Investments, Pensions, and Financial Statement Analysis syllabus focuses on financial statement analysis, including concepts like performance analysis, financial information, financial ratios, and corporate performance evaluation. The course is a part of the Financial Accounting Professional Certificate from NYIF. The certification programme requires you to have basic MS Excel skills and elementary-level mathematics knowledge.

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4 Weeks
Beginner
29,945
Skills Covered:
Financial Management
Mergers and Acquisitions Structuring the Deal

Offered by

New York Institute of Finance, New York via Edx
Certificate

M&A: Structuring the Deal

If you’re looking to learn how M&A deals are made and how the ideal capital structure for every agreement is determined, then the M&A: Structuring the Deal course is for you. In this programme, you will take a look at the various corporate documents involved in an M&A deal. You will also explore the processing and understand the purpose of the engagement letter.

Moreover, you will also learn about the three legal structures of mergers and acquisitions in the M&A: Structuring the Deal programme. Other topics like the difference between reverse triangular and triangular structures, the difference between an asset and stock purchase, and tax-free deals are also covered in the curriculum.

The M&A: Structuring the Deal certification course will leave you with an understanding of the categories of advanced structuring and accounting rules. Moreover, this four-week training course is a part of the NYIF’s very popular Mergers & Acquisitions Professional Certificate programme. After completion, you will be awarded a certificate, which you can utilise to advance in your career.

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4 Weeks
Intermediate
14,973
Skills Covered:
Knowledge of Mergers and Acquisitions Knowledge of Taxation
Mergers and Acquisitions Concepts and Theories Advanced Topics

Offered by

New York Institute of Finance, New York via Edx
Certificate

Mergers & Acquisition: Concepts and Theories Advanced Topics

If your career goal is to become an M&A broker-dealer, then the M&A Concepts and Theories: Advanced Topics programme is for you. This 4-week training programme in Business & Management dives deeper into more advanced M&A topics. During the course, you will learn about various M&A financing sources and also take a look at the list of synergies built by the Investment Bank and buyers.

The M&A Concepts and Theories: Advanced Topics online course also touches upon the steps involved in the sale process, what is meant by “First Offer”, and how to disclose an acquisition. The course ends with a lesson on the various types of takeover defences. This training course is NYIF’s Mergers & Acquisitions Professional Certificate programme.

After course completion, you will also receive an M&A Concepts and Theories: Advanced Topics certification. You can easily improve your employability quotient and showcase your M&A skills with this certificate. As for the difficulty, this is an intermediate level programme.

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4 Weeks
Intermediate
7,486
Skills Covered:
Financial Management
Reporting Liabilities and Owners Capital and Cashflow

Offered by

New York Institute of Finance, New York via Edx
Certificate

Reporting Liabilities and Owners Capital and Cashflow

EdX’s Reporting Liabilities and Owners Capital and Cashflow online course is an ideal curriculum to learn about these critical concepts of Financial Accounting. The programme starts with taking a look at the existing, contingent, and long-term liabilities. You will understand accounting for bond issues over their entire lives. This training is the fourth part of the New York Institute of Finance’s (NYIF) Financial Accounting certificate. 

The Reporting Liabilities and Owners Capital and Cashflow certification syllabus then covers the Stockholder’s Equity, its background, and various equity types. It also touches upon preferred stocks, employee stock options, and cash dividends. You will also learn about free cash, distinguishing between free cash to equity and free cash flow to a firm, and know about differentiating between the IAS GAAP and US GAAP for cash flow items. 

Built by NYIF, the Reporting Liabilities and Owners Capital and Cashflow programme is for four weeks, created at an introductory level under the ‘Economics and Finance’ domain. You will study conveniently through the course’s self-paced structure and English video transcripts. You can also earn valuable certification upon curriculum completion.

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4 Weeks
Beginner
22,459
Skills Covered:
Financial Management
Accounting System Structure and Information Management

Offered by

New York Institute of Finance, New York via Edx
Certificate

Accounting System Structure and Information Management

edX’s Accounting System Structure and Information Management online course is a four-week-long programme offered by the New York Institute of Finance (NYIF), US. It will introduce you to the sphere of financial accounting and describe how accounting info plays a vital role in decision-making.

The Accounting System Structure and Information Management online programme by edX will also explain and compare the various kinds of ownership, such as corporations, partnerships and sole proprietorships. Besides, you will study the components of the balance sheet and its equation.

During the Accounting System Structure and Information Management training, you will learn how accountants record transactions and measure income. Also, you will delve into the concepts of matching and revenue.

The Accounting System Structure and Information Management syllabus also covers key topics, including the recording process, double-entry system, preparation and usage of trial balance, income statement, etc. Moreover, you will get clarity on the relationship between the income and balance sheet.

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4 Weeks
Beginner
Free
Skills Covered:
Accounting proficiency Financial Management Knowledge of Economics
Mergers and Acquisitions Concepts and Theories

Offered by

New York Institute of Finance, New York via Edx
Certificate

Mergers and Acquisitions: Concepts and Theories

M&A: Concepts and Theories online course will take you through all the strategic processes in a merger and acquisition, such as a foundation in strategy, finding a deal, corporate valuation, regulation, and much more. You will dive into topics such as different buyer strategies, how to begin an acquisition process, identifying successful acquisitions and how a merger and acquisition can add to business value. 

M&A: Concepts and Theories by edX will be taught by the esteemed and expert faculty of NYIF Jeff Hooke. He is an NYIF faculty member and has over three decades worth of experience in private equity, corporate valuation and investment banking. This is an intermediate course in Business and Management and requires a weekly effort of one to two hours a week. 

M&A: Concepts and Theories is a short-term course of four weeks duration. This is a self-paced course, which means you can choose your lecture timings. The course also offers video transcripts in English and needs no prerequisites to join. 

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4 Weeks
Intermediate
3,743
Skills Covered:
Knowledge of Mergers and Acquisitions
Reporting Use of Firm Resources and Taxation

Offered by

New York Institute of Finance, New York via Edx