
This 3-day seminar covers foreign exchange, equities and fixed income and provides an overview of financial markets and economics in the context of a real-world sales and trading role. Led by an experienced trader, this is an applied course focused on real-world examples of stocks, bonds and derivatives. The interactive seminar uses group exercises and trading simulation to give real-world context to concepts discussed in the classroom.
Instructor
This course is taught by Eric Cheung, a Capital Markets professional with 10 years of experience at J.P. Morgan across Trading, Structuring, Capital Markets and Cross Asset Sales. Eric brings global work experience from New York, London, Hong Kong and Tokyo and real world experience across Equities, Fixed Income, Currencies and Commodities.
What’s Included?
Comprehensive training materials (manuals and exercises), detailed reusable modifiable Excel templates for reviewing bond math and option theory, and unlimited e-mail support for content-related questions for 12 months post-seminar.
What to Bring
Laptop, Notepad, and Calculator.
Prerequisites
This seminar presumes knowledge of financial accounting (at least 1 semester or equivalent). Participants without this background are encouraged to enroll in and complete the Accounting Crash Course prior to attending the seminar.
CPE Credit
Wall Street Prep is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.
Cancellation Policy
Participants may cancel up to 3 weeks prior to the event for a full refund. A 20% cancellation fee will apply up to 1 week prior to the event. No refunds will be granted for cancellations made within 1 week of the event. Wall Street Prep reserves the right to cancel the seminar if enrollment is insufficient. Trainees will be refunded in full in the event of a cancellation.