Online Financial Management Courses & Certifications

Technical Analysis has always been discussed in a subjective aspect. In the Quantitative Technical Analysis online course, this cycle is broken to present and practice an objective quantitative technical analysis review. Quantitative strategies are quite popular amongst institutional investors and hedge funds. This course will explore quantitative analysis so that even individual traders can reap the benefits.

Quantitative Technical Analysis by edX discusses various fundamental technical analysis principles and their roles in trading strategies. These strategies are objectively defined using entry and exit rules in an eight-step process. Moreover, you will also learn about the lesser-known aspects of system design, such as position sizing.

The Quantitative Technical Analysis syllabus will be taught by Michael Carr from NYIF. It is a four-week course in the field of economics and finance. It is an introductory course and requires no qualifications to join. All the video lessons will be in English and self-paced. By putting in an average of one to two hours per week. Candidates can choose their track based on their requirements. One is the audit track which only gives a limited time where the students can enrol for free and access the materials of the course for a limited time. The other track is called the verified track which allows the students to access the course materials for an unlimited time period.

The Electronic Trading in Financial Markets certification course is an excellent curriculum to gain in-depth knowledge about technology’s impact on the financial market systems. It will begin by helping you establish a firm foundation in market structure as you learn about market liquidity. This four-week training belongs to the ‘Economics and Finance’ purview, and its extensive lessons will undoubtedly make you a fluent professional in this domain. 

The Electronic Trading in Financial Markets certification syllabus also introduces electronic trading essentials and familiarises you with advanced electronic trading techniques. You will study technology in markets, its history, the electronic trading protocols’ details, and how innovation has affected the market structure. Through six modules, the course will teach all these vital topics in an easy-to-digest manner.

The best part about the Electronic Trading in Financial Markets training is how it features instructors with decades of Wall Street experience. Thus, you learn from this field’s experts to understand its intricacies most holistically. You will also get video transcripts for easier studying, and upon completion, edX will award you the New York Institute of Finance’s (NYIF) prestigious certificate. 

There are 2 tracks that Edx offers and candidates can choose only 1 track to complete the course. The names of these tracks are verified as audio tracks. Both these tracks offer course materials access but the verified track has unlimited access to the course whereas limited access is offered if the verified track is chosen by the candidates.

Edx’s Discounted Cash Flow (DCF) and Other Valuation Methodologies explore the concept of DCF valuations and its various methods. You will learn the rationale for using free cash flows as opposed to measures of net resource flows. The course is provided by the reputed New York Institute of Finance (NYIF) and will be taught by Prof. Douglas Carroll. 

In addition, Discounted Cash Flow (DCF) and Other Valuation Methodologies is an online course offered by edX that runs for four weeks. It is a part of the Corporate Finance and Valuation Methods Professional Certificate by the same institute. You have to devote one to two hours every week to get the most out of this course and can study at your desired schedule. 

Lastly, the Discounted Cash Flow (DCF) and Other Valuation Methodologies certification will help you accelerate your career and gain better opportunities in the future. Moreover, if you wish to pursue a professional career in the world of Economics and Finance, then this is a valuable course for you. You will also get acquainted with cash flow projections, alternate valuation methodologies, discounted cash flow analysis, and relative valuation techniques.

Edx offers 2 tracks out of which candidates need to be enrolled so that candidates can choose only 1 track to complete the course. The names of these tracks are verified and audit tracks. Both these give access to the course materials but the verified track has unlimited access to the course whereas limited access is offered if the verified track is chosen by the candidates.

Edx’s Option Pricing and Applications online course is an introductory-level professional programme in the economics and finance domain. The course curriculum discusses various elemental features of call, put options, and identifies factors that are important determinants of option values. This course has been developed by the New York Institute of Finance in association with edX. 

The Option Pricing and Applications programme will be delivered in English. There will also be English transcripts for the lecture videos to make the course easy to comprehend. While this online course is spread over four weeks, the self-paced learning feature enables you to learn at your desired time. This is the fourth course in the series and will be taught by one of the most experienced instructors, Prof Douglas Carroll.

There are 2 tracks that Edx offers and candidates can choose only 1 track to complete the course. The names of these tracks are verified as audio tracks. Both these give access to the course materials but the verified track has unlimited access to the course whereas limited access is offered if the verified track is chosen by the candidates.

The Fundamentals of Financial Mathematics and Capital Budgeting certification course has been curated and delivered by NYIF under the domain of Economics and Finance. This introductory course covers a range of topics that include determinants of value, discounting cash flows, valuing businesses as going concerns, and valuation ratios. You will further learn about the time value of money concepts- present and future value and the importance of interest rates in the calculation.

Moreover, the Fundamentals of Financial Mathematics and Capital Budgeting training will explore the impact of compounding frequencies and the methodologies to compare interest rates based on compounding conventions. This four-week-long programme is the first course in the Corporate Finance and Valuation Methods Professional Certificate offered by NYIF.

The Fundamentals of Financial Mathematics and Capital Budgeting certificate syllabus includes a series of modules, along with review quizzes, key takeaways, a course-end survey, and a final exam. You can enroll in the course for free and avail yourself of a free preview of the first module. There are 2 tracks that Edx offers and candidates can choose only 1 track to complete the course. The names of these tracks are verified as audio tracks. Both these give access to the course materials but the verified track has unlimited access to the course whereas limited access is offered if the verified track is chosen by the candidates.

The Equity Indexes, Valuations, and Investment Vehicles programme starts with an overview of how equity indexes serve investors. It also reviews three predominant categories of security market indexes. The programme will also introduce you to valuation, various approaches in valuation, as well as factors and challenges that affect valuation.

The Equity Indexes, Valuations, and Investment Vehicles online course also includes hands-on training. You’ll learn to calculate the after-tax cost and WACC of debt. This course wraps up by summarising key equity investment methods - mutual funds, hedge funds, exchange-traded funds, and private equity. This course is part 3 of NYIF’s Capital Markets Professional Certificate online programme.

After completing the four-week Equity Indexes, Valuations, and Investment Vehicles training course, you’ll also receive an industry-recognised certificate issued by the New York Institute of Finance. You can use this certificate to get lucrative jobs and showcase your advanced skill set. Lastly, the course is delivered by expert NYIF faculty through high-quality video lectures and assignments. The course materials can be learned at one's speed since it is self-paced. Out of the 2 tracks available, the candidates who want free and limited access should enroll in the audit track, and the ones who want unlimited access should upgrade and pay for the verified track.

The Cost of Capital online course provided by edX in association with the prestigious finance institute NYIF is an introductory program that will run for only four weeks. In this course, you will be taught about the cost of capital and the risks and returns expected from it. You will learn the process of calculating the cost of after-tax debt capital from straight and convertible debt and calculating the cost of equity capital using CAPM and a dividend discount approach.

Furthermore, the Cost of Capital program belongs to the Economics and Finance domain. If you are interested in building a successful finance career, this is the course for you as it is self-paced and encourages independent study. There are 2 tracks that Edx offers and candidates can choose only 1 track to complete the course. The names of these tracks are verified and audit tracks. Both these give access to the course materials but the verified track has unlimited access to the course whereas limited access is offered if the verified track is chosen by the candidates.

Money Markets, Foreign Exchange and Time Value of Money by edX is a unique offering by the New York Institute of Finance that furnishes its learners with core conceptual knowledge of the financial sector including an introduction to the four core financial markets as well as the three main classes of derivatives. As they progress in the course, they will be able to differentiate between the global trends for plain vanilla financial products in volume and macroeconomic reasons for the same and show them.

Money Markets, Foreign Exchange, and Time Value of Money certification syllabus adequately covers the procedure of trading equity, bonds, money markets, and foreign exchange. It also examines the role played by equity from both the investor's and issuer's perspective. The course concludes by overviewing the different kinds of stock markets.

Learners have the option of previewing the course for free by accessing the first module. This introductory course can be pursued by anyone interested in the economics and finance domain and meeting eligibility. The course adopts an engaging and interactive pedagogy through lectures and assessments for learners to track their progress and revisit the lectures as and when required. 

Candidates will find 2 tracks on Edx to enroll in and finish learning the programme. One is the audit track and the other is the verified track both of which can be self-learned based. The audit track gives free limited access whereas the verified track gives paid but unlimited access to the course materials.

The Cash Flow Analysis certification course is available for every participant who is interested in the course. This is an online program that is designed as an advanced-level course. The course is a part of the Credit and Credit Risk Analysis Professional Certificate which is offered by the New York Institute of Finance. 

The Cash Flow Analysis online course covers topics related to finance and accounting such as cash flow, statements of cash flow, cash flow operations, cash flows after investments, and finance. The course is a self-paced program and requires no deadlines to be followed. The Cash Flow Analysis certification syllabus of the course is four weeks long and only requires two to three hours per week to be spent to complete the course. The course can be pursued to achieve a professional certificate that is obtainable as the course ends. 

Candidates shall find 2 tracks on Edx to enroll in and finish learning the programme. One is the audit track and the other is the verified track both of which can be learned based on one's own schedule. The verified track gives paid but unlimited access to the course materials whereas the audit track gives free limited access.

The Introduction to Brokerage Operations certification programme is a four-week-long online course designed to provide you with deep insights into the field of Brokerage Operations. This introductory-level course is crafted by the New York Institute of Finance (NYIF).

You can view an overall picture of brokerage operations during the Introduction to Brokerage Operations online course by edX. You will learn about the various kinds of accounts and also explore the important roles of these operations.

The insightful Introduction to Brokerage Operations syllabus is divided into seven lessons with video lectures from an expert instructor of NYIF. The course will acquaint you with the main characteristics of the Customer Identification Programme. You will also be introduced to the major components of the Security Reference File.

The Introduction to Brokerage Operations training will also teach you about the differences between key security issues. Moreover, you will gain clarity on the roles of numerous participants within the financial community. 2 tracks can be found on the edX platform which can be selected by the candidates. Enrolling in these will help the candidates to complete the programme. One is the audit track which only gives a limited period for enrolment whereas the other track is called the verified track and it offers unlimited time for finishing off the course.

edX’s Mortgage-Backed Securities (MBS): Part II programme is part 2 of the MBS Professional program developed by the New York Institute of Finance (NYIF). During the four-week duration of this course, you will learn the main differences between agency and non-agency collateralised Mortgage Obligations (CMOs). Plus, you will explore the purpose and structure for creating Platinum (GNMA), Megas (FNMA), and Giants securities (FHLMC).

With the help of the Mortgage-Backed Securities (MBS): Part II online course, you will also study the important characteristics of the general kinds of tranches in agency CMOs. These include Targeted Amortisation Class (TAC) tranches, Planned Amortisation Class (PAC) tranches, and Z (accrual) bond tranches.

The Mortgage-Backed Securities (MBS): Part II syllabus also includes concepts such as Hybrids (Hybrid Adjustable Rate Mortgages) and ARMs (Adjustable Rate Mortgages). You will also learn the methods of contrasting prepayment risk and credit risk. Moreover, the standard amount of credit enhancements for various kinds of collateral will be discussed. One can find 2 tracks while trying to enroll and getting into these will help the candidates to complete the programme. One is the audit track which only gives a limited period for enrolment whereas the other one is called the verified track and it offers unlimited time for finishing off the course.

The Mortgage-Backed Securities (MBS): Part I online programme by edX is designed to provide you with extensive knowledge of the MBS market. During the course, you will investigate the major characteristics of MBS. Mortgage-related jargon will be decoded such as short sales, underwater mortgages (CMOs), non-recourse debt and more.

Mortgage-Backed Securities (MBS): Part I online course will also discuss central concepts such as spreads utilized for the evaluation of risk and relative value, collateralized mortgage obligations, bond math and option-adjusted spread. You will learn the differences between various yields linked to MBS and the rate of return.

The Mortgage-Backed Securities (MBS): Part I course is a four-week long online programme. Certified by the New York Institute of Finance (NYIF), US, it will familiarise you with the fundamental characteristics of CMOs and agency pass-through securities. Furthermore, you will study how their structural distinctions affect cash flows.

Coursera’s Introduction to Supply Chain Finance and Blockchain Technology online programme is designed to teach you about the emerging Blockchain technology and Supply Chain Finance. The course is full of interesting video lessons, practice sessions, and reading materials to strengthen your understanding.

During the Introduction to Supply Chain Finance and Blockchain Technology certification course, you will study the main challenges in the existing Supply Chain Finance market. Also, you will get to know about major enablers that have led to its growing popularity.

As you progress through the Introduction to Supply Chain Finance and Blockchain Technology syllabus, you will learn the metrics, attributes and concept of working capital thoroughly. Besides, you will explore the solutions and four main products in Supply Chain Finance.

With the learnings of the Introduction to Supply Chain Finance and Blockchain Technology online programme by Coursera, you will learn to recognise the perfect solutions for your organisation. Furthermore, you will gain clarity on the options to enter the market.

The Yield Curve is one of the most impactful and closely scrutinised indicators in the finance world. Whether you’re sitting at a bond trading desk on Wall Street or managing your portfolio, an understanding of the Yield Curve is essential for curbing losses and delivering returns. The Yield Curve Analysis course will help you do that and much more. 

The Yield Curve Analysis programme, designed as an in-depth introduction to the US Federal Reserve and the Yield Curve, will help you understand the influence interest rates have on the marketplace, economy, and most importantly, your assets. By understanding how this powerful decision-making tool works, you will be able to protect your portfolio from the fleeting nature of Fed policies.

The best part? Upon completing the Yield Curve Analysis online programme, spanning four weeks, will be mentored by William Addiss from the NYIF. Enrolling in these will help the candidates to complete the programme. One is the audit track which only gives a limited period for enrolment whereas the other track is called the verified track and it offers unlimited time for finishing off the course.

The Reporting Firm Resources, Obligations and Performance certification course from the New York Institute of Finance (NYIF) is an introductory study in the economics and finance domain. The programme begins with an overview of the necessity of adjustments in accrual accounting. It also covers the difference between implicit and explicit transactions. 

The programme familiarises you with the various components of a classified balance sheet and teaches you to prepare multiple-step income statements. The four-week-long Reporting Firm Resources, Obligations, and Performance course focuses on revenue measurement and revenue recording issues. It also allows you to use the allowance methods to estimate bad debts.

Moreover, the self-paced Reporting Firm Resources, Obligations, and Performance syllabus include a section on the concept of cash flows, elaborating on how to differentiate between cash flow from financing, operations, and investing. Jack Farmer, an instructor at NYIF, specialises in training and consulting solutions for FX and interest rate derivatives, portfolio risk management, trading, equity index, hedge accounting, etc., will be the course instructor. The training requires elementary mathematics knowledge and basic MS Excel skills for enrollment.

The candidates will be able to enroll in these will help the candidates to complete the programme. One is the audit track which only gives a limited period for enrolment whereas the other track is called the verified track and it offers unlimited time for finishing off the course. The audit track offers no certificate but the verified track does have certificates that gets offered to the candidates. 

Advisory services – consulting clients seeking growth through mergers and acquisitions – is one of the major functions of broker-dealers M&A. If you’re looking to pursue a similar career path, opting for M&A Free Cash Flow (FCF) Modeling course by edX will be a step in the right direction. In this programme, you will learn to use the Free Cash Flow metric to assess acquisition opportunities.

Moreover, the M&A Free Cash Flow (FCF) Modeling programme also covers various components of free cash flow and the relation they have with the market value. Capital budgeting and the guidelines that need to be followed will also be discussed. 

After finishing this four-week M&A: Free Cash Flow (FCF) Modeling certification course, you will receive an industry-recognized certificate from the New York Institute of Finance. Having this certificate will significantly improve your credentials and help you get lucrative job offers from top organisations. All you need to complete this course is one to two hours of consistent effort every week. 

There are 2 tracks that Edx offers and candidates can choose only 1 track to complete the course. The names of these tracks are verified and audit tracks. Both these give access to the course materials but the verified track has unlimited access to the course whereas limited access is offered if the verified track is chosen by the candidates.

Financing for Startup Businesses certification is a small duration course that is offered by Coursera together with the joint association of Duke University. This course is actually an Entrepreneurial Finance: Strategy and Innovation Specialization’s part which is designed for suiting the needs of the applicants who want a clear idea on how they can create, and manage a business venture financially. 

Financing for Startup Businesses training allows participants to find out what role the financial technology companies are playing in disrupting the industry of credit scoring by discovering different methods using consumer’s digital data. The course also focuses on making the participants learn about the new financial ways like web-based credit mechanisms, and crowdfunding to finalize the best possible option for entrepreneurs and their start-up ventures for becoming successful. The course at the end will provide a shareable certificate that the participants can post to their Linkedin profile, and also make an addition to their resumes.

The Value Creating Financial Strategies certification course is offered by the platform of ISB or the Indian School of Business. Candidates who take up the will be able to understand financial analysis and value creation processes needed in a business. The course can only be pursued by the students in the virtual model.

The Value Creating Financial Strategies certification syllabus includes various topics and needs around one month of the time to be completed successfully. Students will have to attend only two sessions every week for the programme. The course offers live classes, case studies, group discussions, etc. In the study material. Candidates will become a part of the alumni network of the platform and get a certificate related to the Value Creating Financial Strategies online course upon its successful completion.

Offered by the Duke University and Coursera, the Decentralized Finance (DeFi) Infrastructure certification course is a 6 hours programme. This course is basically a set of 4 different courses that is provided by a Research Associate of the National Bureau of Economic Research), and Campbell R. Harvey (Professor of Finance at the Fuqua School of Business, Duke University. 

The Decentralized Finance (DeFi) Infrastructure training course gives an historical view since the time of barter economics for example first peer-to-peer barter exchanges till how finance has evolved in the present times. This certification course gives the students certain examples of value in money. The learnings of the students will be officially backed up by the completion certification of Coursera. 

Financial Acumen for Non-Financial Managers online certification is designed by Wharton School professors Rick Lambert and Chris Ittner and delivered by the University of Pennsylvania in collaboration with Coursera. Financial Acumen for Non-Financial Managers online classes are designed to assist students in understanding how financial statement data and non-financial metrics can be connected to financial performance.

Financial Acumen for Non-Financial Managers online course is designed to provide learners with a hands-on understanding of how data is used to determine what drives financial performance and estimate future financial scenarios. Learners will be taught more about financial analysis frameworks, income statements, and cash reporting, as well as how to use different techniques to evaluate financial performance using real-life examples to see the principles in action. By the end of this course, learners will have improved their abilities in understanding how financial data and non-financial data interact to forecast events and develop the optimal financial strategy for their firm.