Chicago
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Chicago

Date Description
Sep 17-19 Developing a Corporate Credit Rationale
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London
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San Francisco
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San Francisco

Date Description
May 20-21 Principles of Quantitative Equity Investing
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Singapore
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Singapore

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Tokyo
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Tokyo

Date Description
Sep 10-11 Developing a Corporate Credit Rationale
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Invest in yourself

Accreditations

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Take the time to enhance your career by attending courses specifically aimed at building your financial analysis skills.

S&P Capital IQ offers education on quantitative equity investing, wealth management, and the credit analysis of corporations, banks, municipals, and structured finance. Challenge yourself with new concepts and ideas. Join a dynamic learning experience that enables you to interact with peers and industry experts through instructor-led lectures and group case studies, exercises and discussions.

Contact us for customized education on risk driven investment analysis

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Worldwide Course Calendar

Date Location   Course Description

Apr 23-25

Sep 03-05

Sep 10-11

Sep 10-12

Sep 17-19

New York

London

Tokyo

Singapore

Chicago

Course Details

Course Details

Course Details

Course Details

Course Details

Developing a Corporate Credit Rationale

This course provides attendees with qualitative and quantitative tools for improving their assessment of corporate credit risk.   The course includes financial statements and ratio analysis and complements this with market factors from the cash and derivatives markets to develop a more well-rounded analysis.

To maximize learning, there are a number of exercises and group case studies which simulate real-world scenarios.

May 22-23

Jun 12-13

Jun 18-19

London

New York

Singapore

Course Details

Course Details

Course Details

Principles of Bank Analysis

This course provides a framework for analyzing financial statements of banks to gain a deeper understanding of capital adequacy, management quality, earnings sustainability and sensitivity to credit, market, and liquidity risk.

To maximize learning, there are a number of exercises and group case studies which simulate real-world scenarios.

May 01-02

New York

Course Details

Principles of Corporate Valuation: Developing a 360° Perspective

What price will it take to get a deal done? This seminar’s primary objective is to learn how practitioners in the financial services industry apply various valuation techniques in the context of an eminent transaction. Heavy emphasis will be placed on demystifying the theory behind the analytics and ultimately gaining an understanding of their impact on a transaction. After gaining a working knowledge of the “scientific” analytics, participants will gain a new appreciation for the “art” of valuation through an in-class simulation.

Oct 23-24

New York

Course Details

Principles of Municipals

The Principles of Municipals course provides participants with an overview of municipal issuers, and the various types of securities.  It covers economic and political factors that influence municipal issuers and how to identify signals of credit deterioration.

To maximize learning, there are a number of exercises and group case studies which simulate real-world scenarios.

Register for both or either course.

May 20-21

Oct 16-17

Nov 06-07

San Francisco

London

New York

Course Details

Course Details

Course Details

Principles of Quantitative Equity Investing

This course enables participants to develop investment processes that can cost-effectively deliver superior alpha.   We cover techniques for screening and back-testing, building multi-factor models, constructing optimized portfolios and, finally, decomposing risk and return using performance attribution.

To maximize learning, there are a number of exercises and group case studies which simulate real-world scenarios.