Asset Liability Management
  1. Asset Liability Management – Introducing ALM
  2. Asset Liability Management – Other ALM Tools and Applications
  3. Asset Liability Management – Rate Sensitive Gaps, Earnings at Risk, Cost to Close and MVE Analysis
  4. Interest Rate Risk: Duration, Macaulay Duration and Modified Duration
  5. Duration, Convexity and Asset Liability Management – Calculation reference
  6. Interest Rate Risk: Convexity approximation
  7. Duration & Convexity Calculation Example: Working with Convexity and Sensitivity
  8. Duration & Convexity Calculation Example: Working with Effective Duration
  9. Duration & Convexity calculation example: Working with Macaulay & Modified Duration
  10. Interest Rate Risk: Convexity
  11. ALM: Liquidity Risk Measure: Cost-to-Close Example
  12. ALM: Quantifying Liquidity Risk: Cost-to-Close Liquidity Gap Methodology
  13. Setting Limits: Interest Rate Risk Management
  14. Credit Risk and Counterparty Limits: Pre-settlement Risk and Settlement Risk
  15. Limits: Trading Limits – Duration, Convexity and PVBP Limits
  16. Setting Limits: Value at Risk and Regulatory Approach Limits
  17. Liquidity Risk Management – A framework for estimating liquidity risk capital for a bank
  18. Liquidity Risk Management Case Study: The Liquidity run cycle illustrated: Bear Stearns – June 2007 to 16th March 2008
  19. Liquidity Risk Management Case Study: The Bear Stearns Liquidity Run: Timelines
  20. Liquidity Risk Management Case Study: Lehman Brothers
  21. Liquidity Risk Management Case Study: Lehman Brothers Liquidity Run: Timeline
  22. Liquidity Risk Management Case Study: American International Group (AIG)
  23. Liquidity Risk Management Case Study: American International Group (AIG): Timeline
  24. Asset Liability Management – Earnings at Risk
  25. Asset Liability Management – Fall in Market Value of Equity
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ALM – Interest Rate Modelling
  1. Interest Rate Modelling: Introduction
  2. Interest Rate Forecasting: Using CIR (Cox Ingersoll Ross) Model: Introduction
  3. Interest Rate Forecasting: Using CIR (Cox Ingersoll Ross) Model: Estimating Parameters & Calibrating the CIR Model
  4. Interest Rate Forecasting: Using CIR (Cox Ingersoll Ross) Model: Simulating the term structure of interest rates
  5. Interest Rate Models: Black, Derman and Toy (BDT): Building BDT in Excel: Introduction
  6. Interest Rate Models: Steps for building Black, Derman and Toy (BDT) model in Excel: Define Input Cells
  7. Interest Rate Models: Building Black, Derman and Toy (BDT) in Excel: Define Output Cells
  8. Interest Rate Models: Steps for building Black, Derman and Toy (BDT) model in Excel: Define Calculation Cells: Construct short rate binomial tree
  9. Interest Rate Models: Steps for building Black, Derman and Toy (BDT) model in Excel: Define Calculation Cells: Construct State Price Lattices
  10. Interest Rate Models: Steps for building Black, Derman and Toy (BDT) model in Excel: Define Calculation Cells: Calculate Prices from Lattice
  11. Interest Rate Models: Steps for building Black, Derman and Toy (BDT) model in Excel: Define Calculation Cells: Calculate Yields & Yield volatility from Lattice
  12. Interest Rate Models: Steps for building Black, Derman and Toy (BDT) model in Excel: Define & Set Solver Function & Results
  13. Interest Rate Models: Steps for building Black, Derman and Toy (BDT) model in Excel: How to utilize the results of a BDT interest rate model: Derivation of Short Rates
  14. Interest Rate Models: Steps for building Black, Derman and Toy (BDT) model in Excel: How to utilize the results of a BDT interest rate model: Pricing Bonds
  15. Interest Rate Models: Steps for building Black, Derman and Toy (BDT) model in Excel: How to utilize the results of a BDT interest rate model: Pricing Options
  16. Interest Rate Modelling: HJM (Heath Jarrow Merton) Model: How to construct an Interest Rate Model in Excel – Define input cells
  17. Interest Rate Modelling: HJM (Heath Jarrow Merton) Model: How to construct an Interest Rate Model in Excel – Define calculation cells
  18. Interest Rate Modelling: HJM (Heath Jarrow Merton) Model: How to construct an Interest Rate Model in Excel – Determine Prices
  19. Interest Rate Modelling: Principal Component Analysis (PCA) : Overview
  20. Interest Rate Modelling: Principal Component Analysis (PCA) : How to conduct a Principal Component Analysis in Excel: Data
  21. Interest Rate Modelling: Principal Component Analysis (PCA) : How to conduct a Principal Component Analysis in Excel: Covariance Matrix
  22. Interest Rate Modelling: Principal Component Analysis (PCA) : How to conduct a Principal Component Analysis in Excel: Eigenvectors
  23. Interest Rate Modelling: Principal Component Analysis (PCA) : How to conduct a Principal Component Analysis in Excel: Diagonal Matrix
  24. Interest Rate Modelling: Principal Component Analysis (PCA) : How to conduct a Principal Component Analysis in Excel: Solver Setup & Results
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Business School
  1. B School recruitment: Cover letters for cold calls, interviews and resumes
  2. Business School Applications: The Four core components of your b school application
  3. B School recruitment: Writing cover letters that work – a cold call
  4. Online education: The Learning Corporate Finance online course advantage
  5. B School recruitment: Writing cover letters that work for your resume– part ii
  6. B School Recruitment: Writing cover letters for resumes that work
  7. B School Guide: Marketing-New Markets Case Study: Entry and pricing strategy for UK, for a US insurance software firm
  8. B School Recruitment: Writing cover letters for resumes that work
  9. B School Application- Cracking the GMAT 700 score
  10. B School Applications-Who should write your B School recommendations?
  11. B School – B School Application Essays – Tips for a great B School application essay
  12. B-school: Applying to B-schools – timelines for a B-school application
  13. Online Corporate Finance: The story behind the resource, the free finance courses and solved cases.
  14. Teaching Ethics to business school students
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Business School – Recommended Reading
  1. Online MBA: Building a valuation model for an online education business
  2. Online Education – The battle for online MBA – Strategy and Tactics
  3. Business School Admissions: Answers for the road to your top ten MBA application
  4. Top Ten MBA programs: 15 months as a MBA student at Columbia Business School
  5. MBA Guides: Corporate Finance Training – Advertising strategy for an e-education portal
  6. Finance Online: Financial services integration – banking and insurance – Fortune or Fiasco?
  7. MBA Guides: My MBA Finance course work at Columbia Business School
  8. MBA Guides: Business School first year: Professor David Biem on investment banking, business school, ethics and academia
  9. MBA Guides: Business school first year, first term: Drama in Real Life
  10. MBA Guides: Business School first year, first term: Case Hell
  11. MBA Guides: Business school first year, first term: Dear Mom and Dad or the MBA contract market
  12. MBA Guides: Business school first year, first term: The fine art of case analysis
  13. MBA Guides: Business school first year, first term: The mid life crisis at 28
  14. Light reading for a break from Finance: Cryptonomicon and Prayers for an Assassin: Neal Stephenson and Robert Ferrigno
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Computational Finance
  1. Mathematical Finance: Interest Rate Models: Calibrating CIR and HJM Interest Rate Model
  2. Mathematical Finance: Option Pricing using Monte Carlo Simulators in Excel
  3. Online Finance – FAS 157 – FSP FAS 157-4 – The FASB Position paper – Orderly vs. non-orderly transactions
  4. Online Finance: FAS 157 – The illiquid security valuation debate – the impact of distressed sales
  5. Online Finance: FAS 157 – A framework to measure fair value – Level One, Level Two and Level Three assets
  6. Online Finance: Fair Value – FAS 157 – valuation of illiquid securities
  7. Financial Reporting: FAS 157 Fair Value of financial securities and illiquid instruments
  8. Online Finance Pricing Case Study: Valuing Islamic Debt Instruments (Sukuk Bonds) and floating rate instruments
  9. Computational Finance: Simulating Interest Rates using trees and Monte Carlo Simulation
  10. Computational Finance: Linking Monte Carlo Simulation, Binomial Trees and Black Scholes Equation
  11. Computational Finance: Building Monte Carlo (MC) Simulators in Excel
  12. Computational Finance: Monte Carlo (MC) Simulation method: Understanding drift, diffusion and volatility drag
  13. Computational Finance: Interest Rate Modeling: PCA analysis for HJM Interest Rate Simulation and calculating Eigenvectors in Excel
  14. Extending MC simulation for currencies and commodities.
  15. Computational Finance: Building your first Monte Carlo (MC) simulator model for simulated equity prices in Excel
  16. Computational Finance: Monte-Carlo (MC) Simulation method– Building Equities, Commodities, Currencies and Interest Rate MC Simulators in Excel
  17. Computational Finance – US Treasury Curve Data – Principal Component Analysis (PCA) process, data and volatility function
  18. Computational Finance – Option Adjusted Spread – A numerical finance example
  19. Computational Finance – Calibrating the Cox, Ingersoll, Ross (CIR) Interest Rate Simulator
  20. Computational Finance – Option Adjusted Spread (OAS) and Mortgage Backed Securities (MBS)
  21. Valuation of Mortgage Backed Securities-Modeling Prepayments-Defaults, Curtailments and Payoffs
  22. Valuation of Mortgage Backed Securities-Modeling prepayments-Refinancing
  23. Valuation of Mortgage Backed Securities–Modeling Prepayments-Housing Turnover
  24. Online Finance – Mortgage Backed Securities (MBS) – Valuation of Mortgage Backed Securities (MBS)
  25. Online Finance – Computational Finance Glossary – Tongue twisters from the financial modeling world
  26. Online Finance – Valuation of Mortgage Backed Securities
  27. Mortgage Backed Securities (MBS) Glossary
  28. Monte Carlo Simulation: Convergence and Variance reduction techniques for option pricing models
  29. Correlation – Relative Price Graphs
  30. Correlation – Trailing Correlations
  31. Correlation – Correlation coefficient, r
  32. Correlation – Scatter Plots
  33. Correlation – Time Series Data Graphs – Prices & More
  34. Correlation – Introduction
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Corporate Finance
  1. Master Case: Corporate Finance: LLC or C-Corp
  2. Master Case: Corporate Finance: Limited Liability or C-Corp
  3. Master Case: Office Depot: Ratio Analysis
  4. Learning Corporate Finance – course guide
  5. Master Case: Electronic Arts (EA): Corporate Finance: Session IV
  6. The first course in Corporate Finance – Session Zero
  7. Session I – B: Corporate Finance: Financial Statements – Balance Sheet, Profit & Loss and Cash flows
  8. Session I – C : Corporate Finance: Accounting Notes
  9. Session II-A: Corporate Finance: The Balance Sheet, Assets, Depreciation
  10. Session II-B: Corporate Finance: Balance Sheet: Liabilities & Working Capital
  11. Session II – C: Corporate Finance: Equity and the Income Statement
  12. Session III – A: Corporate Finance: Risk & Return
  13. Session III – B: Corporate Finance: The many faces of Return: ROE, ROIC and Payback
  14. Session IV – A: Corporate Finance: Discount rate and time value of money
  15. Session IV – B: Corporate Finance: Present Value in Action
  16. Session IV – C: Corporate Finance: Calculating Internal Rate of Return or IRR
  17. Session V – A: Corporate Finance: Opportunity Cost and Cost of Capital
  18. Session V – B: Corporate Finance: Beta, Calculating WACC or Weighted Average Cost of Capital
  19. Corporate Finance Training: WACC: Calculating weighted average cost of capital (WACC): Relevering Beta
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Corporate Finance – Ratio Analysis
  1. Master Case: Office Depot: Ratio Analysis
  2. Master Class: Ratio Analysis: Liquidity, Leverage, Profitability, Productivity: Course Guide
  3. Master Case: ODP and Staples: Ratio Analysis
  4. Master Case: ODP and Staples: Comparative Ratio Analysis
  5. Master Case: Ratio Analysis: Office Depot: The second and deeper iteration
  6. Master Case: Ratio Analysis: Office Depot: Industry review and a first look at ratios
  7. Master Case: Ratio Analysis: Office Depot: Ratios game plan
  8. Master Case: Ratio Analysis: Office Depot: Financial Condition Review
  9. Master Case: Ratio Analysis: Office Depot: Overview
  10. Ratio Analysis: Understanding the language: Session I – A
  11. Ratio Analysis: Understanding the language: Session I-B
  12. Ratio Analysis: Understanding the language: Session I-C
  13. Ratio Analysis: Liquidity, Leverage, Profitability, Productivity: Session I-D
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Derivatives
  1. Monte Carlo Simulation: Convergence and Variance reduction techniques for option pricing models
  2. Forwards and Swaps: Interest Rates Models: Bootstrapping the Zero curve and Implied Forward curve
  3. Options, Forwards, Futures: Pricing Interest Rate Swaps
  4. Options and Futures Training: Basic Options Trading Strategies
  5. Derivatives Training: Options Pricing and Products reference
  6. Options and Derivatives Training: Introduction to Derivatives: Options, Futures, Forwards and Swaps
  7. The advanced derivatives course for dummies – structured notes, credit derivatives, exotics
  8. Structured Notes – Structured note term sheets for dummies
  9. Credit derivatives – Total return swaps, asset swaps and credit default options
  10. Online Finance – Exotic Derivative products – Adjustable Strikes, Asian, Barrier options
  11. Online Finance – Exotic Derivative products – Digitals, Range Forwards and Participating Forwards
  12. Online Finance – Interest Rate Swaps – Terminology, concepts, glossary
  13. Online Finance – Exotic derivative products – Compound options
  14. Online Finance – Exotic Derivatives – Multi Asset Options
  15. Derivative Trading: Revisiting spreads, straddles and other trades
  16. Credit Derivatives – core concepts and glossary
  17. Online Finance – Option Terminology Glossary – Greeks, exotics and volatility
  18. Derivative Instruments – Terms, concepts, and Glossary, A-Z
  19. Calculating Forward Prices, Forward Rates and Forward Rate Agreements (FRA) – Calculation reference
  20. Financial Risk – Ratios, Metrics, Measures, Equations – Calculation reference
  21. Derivative Pricing, Risk Management Pricing Equation Glossary
  22. Derivative Pricing – Interest Rate Swaps and Futures – Calculation reference
  23. Black Formula an pricing Interest Rate Caps and Floors – Calculation reference
  24. Derivative Pricing, Black Scholes Equation, Binomial Trees – Calculation reference
  25. Financial Engineering and Risk Reference – Pricing and valuation formula
  26. Online Finance – Interest Rate Options – Caps & Floors – Advance topics
  27. Online Finance – Pricing Interest Rate Swaps – The valuation course
  28. Online Finance – Interest Rate Options – Pricing Caps & Floors
  29. Online Finance – Pricing Interest Rate Options – Cap Floor Parity
  30. Online Finance – Pricing a Cross Currency Swap – Amortizing and Indexed Term sheets
  31. Online Finance – Pricing a Cross Currency Swap – Floating for Floating structure
  32. Online Finance – Pricing Cross Currency Swaps
  33. Online Finance – Pricing Interest Rate Swaps – Pricing Basis Swap
  34. Online Finance – Pricing an Interest Rate Swap – Calculating the MTM of the Swap
  35. Online Finance Course – Pricing Interest Rate Swaps – Calculating the forward curve
  36. Online Finance Course – Pricing Interest Rate Swaps – Calculating the forward curve
  37. Online Finance Course – Pricing Interest Rate Swaps – Calculating the zero curve
  38. Online Finance Course – Pricing Interest Rate Swaps – Fixing the term structure
  39. Online Finance Course – Pricing Interest Rate Swaps – Process
  40. Online Finance Course – Pricing Interest Rate Swaps – What is a Swap?
  41. Online Finance Course – Pricing Interest Rate Swaps – More terminilogy
  42. Online Finance Course – Pricing Interest Rate Swaps (IRS) – Terminology and Notation
  43. CPE-Course-Trading options and derivatives – Strategy review
  44. Credit Derivatives – Introduction to product families
  45. Structured Products: Basic Products, sample term sheet and pricing
  46. Master Class: Derivative Products: Course Guide
  47. Master Class: Derivative Products: Swaps
  48. Master Class: Derivative Products: Futures
  49. Master Class: Derivative Products: Forwards
  50. Master Class: Derivative products: Exotic Options
  51. Master Class: Derivative products: Options on rates
  52. Master Class: Derivative Products: Options on shares, stocks, currencies and equities
  53. Master Class: Derivative Products: Greeks and Binomial Trees
  54. Master Class: Derivative Products: Pricing Basics
  55. Master Class: Derivative Products: Vanilla products
  56. Master Class: Derivative Products: Review
  57. Master Class: Derivatives and Options Crash Course: Course Guide
  58. Master Class: Options and Derivatives Crash Course: Session Five: Synthetics
  59. Master Class: Options and Derivatives Crash Course: Session Four: Payoff profiles – Options, Calls and Puts
  60. Master Class: Options and Derivatives Crash Course: Session Three: Payoff profiles – Forwards
  61. Master Class: Options and Derivatives Crash Course: Session Two: Forward, Futures and Options
  62. Master Class: Options and derivatives crash course: Session One: Terminology
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Derivatives – Option Pricing
  1. Options Pricing Training: Interest Rate Options: Pricing Caps and Floors
  2. Options Pricing Training: Binomial Trees
  3. Options Pricing – Binomial Trees – Pricing Sudden death Options – Down and in call options
  4. Options pricing – Pricing Knockout exotic options – Sudden Death Options – Down and out call options
  5. Options pricing–Exotics Options–Pricing a Capped Call–Excel implementation – Binomial trees
  6. Options Pricing – Pricing Put Options – Option pricing spreadsheet – Binomial trees
  7. Options Pricing – Pricing American Options – Calls and Puts – Spreadsheet implementation – Binomial trees
  8. Options Pricing – Pricing Call Options – Option pricing spreadsheet – Binomial trees
  9. Options pricing – Using binomial trees to price options in a spreadsheet
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Finance
  1. Treasury products & operations – Treasury products & operations simulation workshop
  2. Entrepreneurial Finance: A new market entry, product pricing case study
  3. Crude Oil Price outlook: US GDP Second Quarter, revised downwards to 1.6%: Oil to head lower
  4. Crude Oil Insights: Actual spare crude oil capacity within OPEC members
  5. The Treasury Operations Assessment Quiz
  6. Understanding Crude Oil – Popular posts and data
  7. Trading with Options – Lessons learnt from a failed trade
  8. CPD Requirements for Society of Actuaries
  9. CPE-Master Course – Introduction to Treasury Operations and Treasury Products
  10. CPE-Forecasting the Monetary Policy decisions – will there be a rate cut or not
  11. Master Course: Treasury Operations: Introduction to Treasury Operations
  12. Master Course: Treasury Operations: Introduction to Treasury Operations – yet more treasury terms
  13. Master Course: Liquidity Management Crash course: Liquidity Enhancement Tactics
  14. Master Course: Liquidity Management: Liquidity Contingency Funding Plan
  15. Master Course: Liquidity Management Crash Course: Liquidity Limits
  16. Master Course: Liquidity Management: Liquidity Risk
  17. Startup Guide: The startup crash course in 7 posts or less
  18. For entrepreneurs only – Startup Insights – Startup mode – startup guide
  19. Risk Frameworks and applications
  20. Three new courses this week
  21. Reboot goes on sale online, gets featured at CIO, the Standard, Network World or the Ides of March
  22. New Course on Risk Management within the Oil, Gas and Petrochemical Industry
  23. Master Class: A Risk framework for Crude Oil and Petrochemical industry: Course Guide
  24. Master Class: A Risk framework for Crude Oil and Petrochemical industry: Limits and control process: Session VI
  25. Master Class: A Risk framework for Crude Oil and Petrochemical industry: Risk metrics and sensitivities: Session V
  26. Master Class: A Risk framework for Crude Oil and Petrochemical industry: Models and Tools: Session IV
  27. Master Class: A Risk framework for Crude Oil and Petrochemical industry: Data and Models: Session III
  28. Master Class: A Risk framework for Crude Oil and Petrochemical industry: Risk Policy: Session II
  29. Master Class: A Risk framework for Crude Oil and Petrochemical industry: Short Course: Session I
  30. Master Case: AMD: Valuation & Projections: Case Guide
  31. Master Case: AMD: Exhibits: Valuation and Projections: Session X
  32. Master Case: AMD: Valuation: Session IX
  33. Master Case: AMD: Calculating cost of capital – WACC: Valuation and Projections: Session VIII
  34. Master Case: AMD: Calculating Free Cash Flows (FCF): Valuation and Projections: Session VII
  35. Master Case: AMD: The balance sheet: Valuation and projections: Session VI
  36. Master Case: AMD: The income statement: Valuation and Projections: Session V
  37. Master Case: AMD: Setting Assumptions: Valuation and Projections: Session IV
  38. Master Case: AMD: Valuation and projections: Session II
  39. Master Case Study: AMD: Valuation and Projections: Session I
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Finance – Actuarial Concepts
  1. Solvency II: Capital Requirements
  2. SOA Exam MFE/3F free course materials and paid for online video courses for MFE exam 2011
  3. IAS 19 Disclosures Example: Reconciliation to Assets and Liabilities recognized on the balance sheet
  4. IAS 19 Disclosures Example: Reconciliation of Present Value of Defined Benefit Obligation and Fair Value of Assets
  5. IAS 19 Disclosures Example: Gratuity Cost and disclosure of Actuarial Assumptions
  6. Gratuity Valuation: IAS 19 Disclosures: Simple Example Continued
  7. Gratuity Valuation – A Simple Example Continued – Sensitivity Analysis
  8. Gratuity Valuation – A Simple Example
  9. Gratuity and Pension Actuarial Valuation Process Flow
  10. Continuing Professional Education (CPE) Offer for Actuaries
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ICAAP
  1. Market Risk Metrics – Jensen’s Alpha
  2. Market Risk Metrics – Beta with respect to market indices
  3. Market Risk Metrics – Holding Period Return
  4. Market Risk Metrics – Introduction
  5. Basel III Enhancement – Linking liquidity crisis with Liquidity Coverage Ratio and Stable Funding Ratios
  6. Basel III – Liquidity Framework – Metrics for monitoring liquidity risk
  7. Basel III – Liquidity Framework- Net Stable Funding Ratio (NSFR)
  8. Basel III – Liquidity Coverage Ratio (LCR) – The Denominator: Total Net Cash Outflows
  9. Basel III – Liquidity Framework – Liquidity Coverage Ratio (LCR) – The Numerator: Value of Stock of High Quality Liquid Assets
  10. Basel III – Liquidity framework – Introducing the supervisory approach global liquidity ratio standards
  11. Setting Risk Limits: Worst Case Loss versus Most likely loss
  12. ICAAP: Internal Capital Adequacy Assessment: Strategic and Liquidity Risk: The missing links
  13. ICAAP: Internal Capital Adequacy Assessment – Sample ICAAP report format and table of content
  14. Internal Capital Adequacy and Assessment Process (ICAAP): Basel II – Background: Great Depression, Regulation Q, Basel I
  15. Internal Capital Adequacy and Assessment Process (ICAAP): Basel II
  16. ICAAP: Process Requirements: Purpose, Pre-requisites, Board of Director Responsibilities and Documentation
  17. ICAAP: Assessment Requirements: Approach, Nature , Comparative View to MCR and Review Process
  18. Internal Capital Adequacy and Assessment Process (ICAAP): Report – main elements
  19. Internal Capital Adequacy and Assessment Process (ICAAP): Modeling Building Process
  20. Internal Capital Adequacy and Assessment Process (ICAAP): Model Risks
  21. Internal Capital Adequacy and Assessment Process (ICAAP): Prevention and Limitation of Model Risks
  22. ICAAP Submissions: Probability of Default (PD) Calculation
  23. ICAAP Submission: Credit Risk: Stress Test: Non – Performing Loan (NPL) Stress Test
  24. ICAAP Compliance: Credit Risk: Stress Test: Simple Sensitivity Analysis – Increase & Shift in NPL
  25. ICAAP Compliance: Credit Risk: Stress Test: Simple Sensitivity Analysis – Fall in Forced Sale Value (FSV) of mortgaged collateral
  26. ICAAP: Credit Risk: Stress Test: How to construct a Transition Matrix
  27. ICAAP: Credit Risk: Stress Test: How to Determine Expected Classification Rates
  28. ICAAP: Credit Risk: Stress Test: Profitability Analysis of a bank’s loan portfolio
  29. ICAAP: Credit Risk: Stress Test: Transition Matrix Stress Test
  30. ICAAP: Credit Risk: Stress Test: Profitability Analysis Stress Test
  31. ICAAP: Stress Test: Market Risk
  32. ICAAP: Stress Test: Liquidity Risk
  33. Market Risk Metrics – Volatility Trend Analysis
  34. Market Risk Metrics – Portfolio Volatility
  35. Market Risk Metrics – Put Premium
  36. Market Risk Metrics – Sharpe and Treynor Ratios
  37. Market Risk Metrics – Jensen’s Alpha
  38. Market Risk Metrics – Beta with respect to market indices
  39. Market Risk Metrics – Holding Period Return
  40. Market Risk Metrics – Introduction
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Middle Office
  1. Middle Office Review: Middle Office External review and audit
  2. The Derivative Middle Office: Middle Office Derivatives Business Regulations
  3. Middle Office review: Middle Office Target state vs. Middle Office current state analysis
  4. Middle Office review: Middle Office model Basel II Gap Analysis
  5. Middle Office Review: Sample Middle Office Assessment and review report
  6. Middle Office review: Sample middle office gap analysis report
  7. Risk Management: Sample Board Risk Policy document and Risk Policy table of content
  8. Online Finance – Building a business case for risk management
  9. The Alchemy Risk Management Solution Matrix
  10. Collateral Valuation: Credit Risk: Definition and Types
  11. Collateral Valuation: Credit Risk: Extent of collateral & Performance indicators for collateral
  12. Collateral Valuation: Credit Risk: Role of collateral in Financial Intermediation
  13. Collateral Valuation: Credit Risk: Collateral and Collateral Law
  14. Collateral Valuation: Credit Risk: Importance of collateral valuation to credit risk management
  15. Collateral Valuation: Credit Risk: General principles
  16. Collateral Valuation: Credit Risk: Real Estate Valuation Approaches
  17. Collateral Valuation: Credit Risk: Sales Comparison Approach for real estate
  18. Collateral Valuation: Credit Risk: Income Capitalization Approach for real estate
  19. Collateral Valuation: Credit Risk: Cost Approach for real estate
  20. Collateral Valuation: Credit Risk: Approaches for other assets
  21. Collateral Valuation: Credit Risk: Security Interest – creation and perfection
  22. Collateral Valuation: Credit Risk: Collateral Management of Security Interest
  23. Collateral Valuation: Credit Risk: Enforcement of Security Interest
  24. Collateral Valuation: Credit Risk: Termination or the extinguishing of Security Interest
  25. Basel III: Enhancements to Basel II: Firm-specific changes
  26. Basel III: Enhancements to Basel II: System-wide changes & Increased Stress Testing
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Middle Office – Value at Risk
  1. Value at Risk for dummies: 9 simple rules for risk management – the Risk Metrics campaign
  2. Value at Risk (VaR) Questions: Implementing Value at Risk (VaR)
  3. Calculating Value at Risk – Calculation reference
  4. Finance-Calculating Value at Risk – Caveats, qualifications, issues
  5. Master Class: Calculating Value at Risk (VaR): Course Guide
  6. Master Class: Calculating Value at Risk (VaR): Final steps
  7. Master Class: Calculating Value at Risk (VaR): First Steps
  8. Master Class: Calculating Value at Risk (VaR): VaR Methods
  9. Master Class: Calculating Value at Risk (VaR): Introduction
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Small Business
  1. Small Business Credit Training: Getting a grip on Finance and Ratio analysis with case studies
  2. Small Business Credit Training: Ratio Analysis, Finance, Accounting and Credit Process
  3. Small Business Credit Training – Understanding Credit Process and Loan Approval basics
  4. Small business credit and finance training – credit and small business loan processing and approval basics
  5. Small business Finance Training: Cases in Finance: Valuation, Ratio analysis and Credit
  6. Small business accounting, finance training: Free Online finance and accounting training courses
  7. Small business accounting, finance training courses – Accounting to ratio analysis
  8. Basic accounting short course: Accounting training for small businesses – Preparing the T-account
  9. Basic accounting short course: Accounting training for small businesses – Introducing Debit & Credit
  10. Basic Accounting short course: Accounting training for small businesses
  11. Small Business Finance: Teaching small business the language of credit and finance
  12. Small Business Financing: Small Business Association (SBA) non-direct Loans
  13. SME Financing: Regional financial initiatives
  14. SME Financing: Financing programs for small businesses
  15. Session I – A – Operating Cycle, Books of Accounts and Forms of doing business
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Small Business – Accounting
  1. Accounting short course – Small business accounting training – Reviewing the Trial balance example
  2. Basic Accounting Short Course for small business – Course Guide
  3. Accounting short course – Small Business accounting training – The Trial Balance and accounting control
  4. Basic accounting Crash Course- Small business accounting training – General Ledger example
  5. Basic Accounting Crash Course: Small Business Accounting Training: Cash Book Example
  6. Basic Accounting Crash Course: Accounting Training for small businesses- Cash Book and recording cash discounts
  7. Basic Accounting Short Course- Small Business Accounting Training- Integrating Sales, Purchases & Returns
  8. Accounting Crash Crouse-Small Business Accounting Training – Purchases Journal and Purchases Ledger
  9. Accounting crash course: Small Business Accounting Training – Sales Journal, Sales Ledger and Trade discounts
  10. Accounting Crash Course: Small Business Accounting Training – Sales Journal and Sales Ledgers
  11. Accounting short course: Small business accounting training – Books of Original Entry – Journals and Ledgers
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Small Business – Credit Process & Analysis
  1. Master Case: Credit Process: Baldwin Piano
  2. Master Case: Credit Process: Baldwin Piano
  3. Master Class: Credit Process: Course Guide
  4. Master Case: Analyzing Cash flow Statements: Examples
  5. Master Class: Credit Process: Credit Decision – factors
  6. Master Class: Credit Process: The Credit Decision
  7. Master Class: Credit Process: Credit memo: information gathering and processing
  8. Master Class: Credit Process: Credit Culture and Information Gathering Foundations
  9. Master Class: Credit Process: Review
  10. Master Class: Credit Process: Lending products
  11. Master Class: Credit Process: Why do businesses borrow money?
  12. Master Class: Credit Process: Understanding the language ii
  13. Master Class: Credit Process: Understanding the language – I
  14. Master Class: Credit Process: Mindset
  15. Master Credit Analysis: Course Guide
  16. Master Credit Analysis: Financial Leverage
  17. Master Credit Analysis: Fixed Costs and Operating leverage
  18. Master Credit Analysis: Breakeven and leverage
  19. Master Credit Analysis: Leverage: Introduction – I
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Career Guidance & Counselling
  1. Career choices that I made – early professional consulting career – lessons learnt
  2. Finance Careers: The actuarial profession. Questions I get asked as an actuary
  3. Finance Careers: The evolution of a risk manager
  4. Business School Admissions: Answers for the road to your top ten MBA application
  5. Career choices – starting years and my consulting career
  6. Career choices – switching from consulting to investment banking
  7. Career choices – startup land
  8. Career choices – A tale of two startups
  9. Career choices – The Reboot posts on being an entreprenuer
  10. Investment Banking Careers: Finance roles in Banking
  11. The Corporate Finance Training Course Guide and Road Map
  12. MBA Guides: My MBA Finance course work at Columbia Business School
  13. Business School Applications: The Four core components of your b school application
  14. B-school: Applying to B-schools – timelines for a B-school application
  15. B School – B School Application Essays – Tips for a great B School application essay
  16. B School Applications-Who should write your B School recommendations?
  17. B School Application- Cracking the GMAT 700 score
  18. MBA Guides: Business School first year, first term: Case Hell
  19. MBA Guides: Business school first year, first term: Dear Mom and Dad or the MBA contract market
  20. MBA Guides: Business school first year, first term: The fine art of case analysis
  21. MBA Guides: Business school first year, first term: The mid life crisis at 28
  22. MBA Guides: Business school first year, first term: Drama in Real Life
  23. Online Corporate Finance: The story behind the resource, the free finance courses and solved cases.
  24. Teaching Ethics to business school students
  25. MBA Guides: Business School first year: Professor David Biem on investment banking, business school, ethics and academia
  26. MBA Guides: Corporate Finance Training – Advertising strategy for an e-education portal
  27. Master Case: Credit Process: Baldwin Piano
  28. Master Case: Corporate Finance: LLC or C-Corp
  29. Good and Bad bosses – A review of leadership trends across the decades
  30. Online MBA: Building a valuation model for an online education business
  31. Online Education – The battle for online MBA – Strategy and Tactics
  32. School Recruitment: Writing cover letters for resumes that work
  33. B School recruitment: Writing cover letters that work for your resume– part ii
  34. B School recruitment: Writing cover letters that work – a cold call
  35. Career choices – The technology industry in the region – two decades ago – part one
  36. Career choices – The FAST computer science schools – two decades ago – part two
  37. Career choices – The regional CS employment scene – two decades ago – part three
  38. Start up crash course
  39. Startup Guide
  40. Light reading for a break from Finance: Cryptonomicon and Prayers for an Assassin: Neal Stephenson and Robert Ferrigno
  41. Recommended Readings: 100 books to read before you croak or turn 40
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