Excellence in Financial Training

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  • Financial Accounting
  • Alternative Investments
  • Banking & Regulations 1
  • Banking & Regulations 2
  • Capital Markets
  • Capital Market Operation1
  • Capital Market Operation2
  • Corp Finance Mergers & AQ
  • Derivatives 1
  • Derivatives 2
  • Crypto Currencies
  • Equities
  • Excel & Financial Model
  • Fixed Income
  • Portfolio & Wealth Mgmt.
  • Risk Management 1
  • Risk Management 2
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Lucas & Associates

Lucas & AssociatesLucas & AssociatesLucas & Associates
Home
ABOUT
Services
Course Library
Training Curriculum
  • Financial Accounting
  • Alternative Investments
  • Banking & Regulations 1
  • Banking & Regulations 2
  • Capital Markets
  • Capital Market Operation1
  • Capital Market Operation2
  • Corp Finance Mergers & AQ
  • Derivatives 1
  • Derivatives 2
  • Crypto Currencies
  • Equities
  • Excel & Financial Model
  • Fixed Income
  • Portfolio & Wealth Mgmt.
  • Risk Management 1
  • Risk Management 2
Clientele
CONTACT
More
  • Home
  • ABOUT
  • Services
  • Course Library
  • Training Curriculum
    • Financial Accounting
    • Alternative Investments
    • Banking & Regulations 1
    • Banking & Regulations 2
    • Capital Markets
    • Capital Market Operation1
    • Capital Market Operation2
    • Corp Finance Mergers & AQ
    • Derivatives 1
    • Derivatives 2
    • Crypto Currencies
    • Equities
    • Excel & Financial Model
    • Fixed Income
    • Portfolio & Wealth Mgmt.
    • Risk Management 1
    • Risk Management 2
  • Clientele
  • CONTACT

Lucas & Associates

Lucas & AssociatesLucas & AssociatesLucas & Associates
  • Home
  • ABOUT
  • Services
  • Course Library
  • Training Curriculum
    • Financial Accounting
    • Alternative Investments
    • Banking & Regulations 1
    • Banking & Regulations 2
    • Capital Markets
    • Capital Market Operation1
    • Capital Market Operation2
    • Corp Finance Mergers & AQ
    • Derivatives 1
    • Derivatives 2
    • Crypto Currencies
    • Equities
    • Excel & Financial Model
    • Fixed Income
    • Portfolio & Wealth Mgmt.
    • Risk Management 1
    • Risk Management 2
  • Clientele
  • CONTACT

complete list of training courses

ACCOUNTING & FINANCIAL

Successful financial analysis begins with a sound understanding of company fundamentals with particular emphasis on financial reports and related disclosures. Within this core area of our expertise, we offer a variety of multi-day programs that range from Accounting Bootcamps to Advanced Financial Statement Analysis. All Lucas & Associates programs feature mini-lectures, case-based studies, group exercises and real-world examples.

Courses

Indtroducion to Financial Accounting

Accounting Bootcamp

Accounting for Headges & Derivatives

Advanced Financial Statement Analysis

Fundamentals of Credit Risk Analysis

Finance for non-Financial Managers

Click here for description & outline.


ALTERNATIVE INVESTMENTS

Alternative investment management is a multi-trillion industry that ecompasses sophisticated investing strategies, extensive operational considerations and use of a wide range of securities.   The modern institutional investor typically uses alternative strategies through a variety of investments in hedge funds, private equity firms, commodity trading advisors and real estate investment managers to enhance returns and/or reduce risk within their overall asset allocation models. 

Courses

Alternative Investments Overview

Hedge Fund Strategies

Hedge Fund Operations

Hedge Fund Due Diligence

Commodities and Commodities Trading

Click here for description & outline.


BANKING AND REGULATIONS

The modern banking industry is governed by an extraordinarily complex system of local, industry, federal, and international regulations that are constantly being changed and updated in response to market conditions, innovations and of course, the global financial crisis. Financial services firms must continuously update their internal compliance systems in response to ongoing changes in regulatory requirements including liquidity, capital, anti-money laundering, anti-fraud, supervision and recor

Courses

Securities Fraud and Compliance Primer

History of US Financial Regulation

Risk, Capital and Regulations

Basel III: Impact on US Banks and Financial Institutions

Basel III: Impact on Central Banks, Regulators & Auditors

Basel III: Credit Risk Management

Basel III: Measuring & Managing Operational Risk

Essentials of Corporate Banking

Advanced Corporate Banking: Managing the Relationship

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CAPITAL MARKETS

The study of capital markets encompasses a wide array of topics but in essence it explains how buyers and sellers interact in the course of purchasing and selling securities.  The modern capital markets comprise equity, fixed income, derivatives, foreign exchange, commodities and structured products – in many cases, the markets and their products overlap. Our innovative courses help demystify the most important and complex components of the capital markets universe. 

Courses

Fundamentals of Securities Markets

Fundamentals of Securities Markets:   

Products and Risks

Overview of Credit Markets

Emerging Markets: Opportunities & Risks

Introduction to Foreign Exchange

Click here for description & outline.


CAPITAL MARKETS OPERATIONS

While portfolio managers, investment bankers and traders receive most of the headlines from activity in capital markets, personnel in the middle and back offices of financial services firms play critical roles in the enabling of trading and markets in general to function smoothly and efficiently.  These inner workings can be complex and involve intricate processes.  

Courses

Big Data: Application and Risks

FinTech: Opportunity & Risks

Repurchase Agreements & Securities Lending

Equity Trade & Corporate Action Lifecyles

Life Cycle of a Financial Derivative

Treasury Management

Prime Brokerage and Prime Services

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CORPORATE FINANCE, MERGERS & ACQUISITIONS

Capital structure for corporations is a key element in how a company’s management attempts to maximize shareholder value. Many considerations must be weighed as firms settle on the mix of debt, equity and other sources of capital on their balance sheets. In addition, companies may opt to grow and create shareholder value through mergers and acquisitions. Lucas & Associates brings deep industry experience within the M&A and corporate finance fields to bring to life a variety of training programs.

Courses

Corporate Finance Essentials

Mergers and Acquisitions: Understanding the deal

IPO Roadmap: Guide to going public

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DERIVATIVES

Derivatives have many different applications depending who is using them and why they are being used.  The most common application is to assist corporations, commodities producers, investors and financial services firms manage risk exposures.  Alternatively, derivatives may be used by investors and speculators to make leveraged bets and reduce transaction costs in an enormously wide range of markets.

Courses

Introduction to Derivatives

Options Overview

Options Trading and Portfolio Management

Swaps Overview

Intermediate Swaps

Forwards & Futures Overview

Intermediate Forwards & Futures

Demystifying Structured Products

Equity Derivatives

Introduction to Credit Derivatives

Operational Risk Financial Derivatives

Credit Risk of OTC Derivatives

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EQUITIES

Equities, for many investors, provide a cornerstone in their asset allocation models.  Our equity-related courses offer valuation and modeling suites as well as equity portfolio management programs.   Additionally, as equity markets have provided a launching ground for a variety of innovations including dark pools, high frequency and algorithmic trading, we are pleased to offer a program that provides insights into how the modern equity trader functions using these tools and strategies.

Courses

Primer on Equity Valuation

Equity Valuation Suite

The Modern Equity Trader and Investor

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EXCEL & FINANCIAL MODELING

An extension and application of fundamental knowledge naturally leads a financial analyst to excel.  Programs that we offer in this area can be combined and integrated with our other courses given your training needs.  Alternatively they may serve as stand-alone courses if the audience already possesses fundamental knowledge and only needs to learn the application in Excel. 

Courses

Microsoft Excel Basics

Financial and Valuation Modeling Suite – 5 day

LBO Modeling in Excel

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FIXED INCOME

Fixed income securities provide a cornerstone asset in the capital markets universe.  Issued by public corporations, private firms, governments and agencies, many types of fixed income instruments are brought to market that contain a wide range of attributes and features.  The breadth of this asset class gives rise to extensive trading and operational infrastructure of both buy-side and sell-side firms. 

Courses

Overview of Credit Markets
Introduction to Securitization
Fixed Income Trading & Sales Suite
Introduction to Credit Derivatives

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PORTFOLIO & WEALTH MANAGEMENT

While investment strategies may vary considerably, the principles behind sound portfolio management remain constant.  Within any strategy, asset selection and portfolio construction involve many considerations and risk factors.   The success of any strategy depends on how well risks are managed in the pursuit of an investment mandate.  Strategies can also be implemented through a variety of investment vehicles including private funds, separate accounts, mutual fund and exchange traded products. 

Courses

Introduction to Portfolio Management

Equity Portfolio Management

Wealth Management Suite

Mutual Funds: Updating their role in asset management

Exchange Traded Funds (ETFs): Investment vehicles for a modern portfolio

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RISK MANAGEMENT

Risks arise in almost every part of an organization and risk management has emerged as one of the most important challenges facing enterprises today.  Risk management refers to the identification, measurement, monitoring and mitigation of potential losses.   Today most organizations have formalized intricate systems and processes to address the many risks they encounter. 

Courses

Fundamentals of Risk Management

Financial Risk Management: Focus on Banking & Capital Markets

Anti-Money Laundering

Credit Risk Management

Best Practices and Pitfalls of Corporate Governance

Key Risk Indicators

Enterprise Risk Management

Liquidity Risk Management

Operational Risk Management

Operational Risk of Financial Derivatives

Credit Risk of OTC Derivatives

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