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Finance

Goals Based Investing

Financial Edge Training

Goals based investing is an investment approach that focuses on ensuring investors have sufficient f...
Online Course
Finance

Active vs Passive Investing

Financial Edge Training

Active vs Passive Management investigates the differences between active and passive investment mana...
Online Course
Finance

Fixed Income Portfolio Management

Financial Edge Training

Fixed Income Portfolio Management provides and overview of a wide variety of different portfolio man...
Online Course
Finance

Index Investing

Financial Edge Training

The various different ways in which indexes can be constructed, how indexes can be used, the role of...
Online Course
Finance

Investment Policy Statement

Financial Edge Training

The purpose and function of the Investment Policy Statement and the main components typically includ...
Online Course
Finance

Investors; Institutional and Retail

Financial Edge Training

The different types of investments that might be held by different types of investors; from institut...
Online Course
Finance

Structured Products Origination

Financial Edge Training

Structured Products Origination provides an overview of the process to convert a pool of loans; or a...
Online Course
Finance

Quarterly Modeling

Financial Edge Training

Quarterly Modeling explains how quarterly and half yearly models are constructed and maintained by a...
Online Course
Finance

Portfolio Risk and Return

Financial Edge Training

Portfolio risk and return considers how risks within a portfolio context are typically quantified. A...
Online Course
Finance

Financial Forecasting Research

Financial Edge Training

How to build robust forecasts in an operating model; and how to incorporate scenario analysis and be...
Online Course
Finance

Intro to Research Analysis

Financial Edge Training

An introduction to the role of a research analyst; exploring the day to day responsibilities and how...
Online Course
Finance

Equity Analyst Expert Interview

Financial Edge Training

A former Stock Analyst provides insights into their career experiences as well as advice on how to s...
Online Course
Finance

Portfolio Manager Expert Interview

Financial Edge Training

A Wealth Management Expert provides insights into their career experiences as wells as advice on how...
Online Course
Finance

Advanced M&A Modeling

Financial Edge Training

Advanced M&A Modeling walks participants through an M&A model; covering deal and financing assumptio...
Online Course
Finance

Private Equity Interview Skills

Financial Edge Training

What to expect when interviewing with PE funds. Understand what areas PE firms focus on when assessi...
Online Course
Finance

Private Equity Expert Interview

Financial Edge Training

A Private Equity Partner provides insights into their career experiences as well as advice on how to...
Online Course
Finance

Data Essentials

Financial Edge Training

Before you start using Power BI to analyse and visualize your data; it is essential to understand ho...
Online Course
Finance

Tableau Vs. Power BI

Financial Edge Training

Compare Tableau and Power BI; two key tools for analysing and visualizing data. With Data Visualizat...
Online Course
Finance

Power BI for Mac Users

Financial Edge Training

Power BI for Mac Users demonstrates how to create visuals in Power BI using a Mac. With Data Visuali...
Online Course
Finance

Customizing Visuals with Power BI

Financial Edge Training

Learn to customize visuals with Power BI; including working with interactive charts; using Drill Dow...
Online Course
Finance

Visualizing Data with Power BI Charts

Financial Edge Training

Visualizing Data with Power BI Charts explores the wide range of chart types in Power BI as well as...
Online Course
Finance

Data Modeling in Power BI

Financial Edge Training

Learn how to model data in Power BI; including how to create a calculated column in Power BI; how to...
Online Course
Finance

Getting Started with Power BI

Financial Edge Training

Explore the Power BI Desktop; and learn how to connect to a range of data sources such as Excel Work...
Online Course
Finance

Cleansing Data With Query Editor

Financial Edge Training

Understand one of the most important parts of the data analysis and visualization process: Cleansing...
Online Course
Finance

Producing Effective Dashboard in Power BI Service

Financial Edge Training

Learn about the differences between using the Desktop and the Service; as well as how to publish a P...
Online Course
Finance

Data Visualization and Power BI

Financial Edge Training

Develop your data visualization skills and level up with Power BI. Learn how to analyse patterns and...
Online Course
Finance

The Private Equity Associate

Financial Edge Training

Prepare for a role in Private Equity by learning the necessary skills ranging from understanding wha...
Online Course
Finance

PE Deal Process Documents

Financial Edge Training

PE Deal Process Documents walks through all the important formal and legal documents during a privat...
Online Course
Finance

Closing Documentation

Financial Edge Training

In Closing Documentation; we will review the final documentation process and elements that allows fo...
Online Course
Finance

What is a PE Fund

Financial Edge Training

What is a PE Fund reviews the place of PE within Private Markets as well as describes the asset clas...
Online Course
Finance

How does a PE Fund Work?

Financial Edge Training

How does a PE Fund work explains the function and structure of a PE fund. Starting from how a PE fun...
Online Course
Finance

The PE Process

Financial Edge Training

The PE Process reviews the various elements of a PE acquisition process starting from evaluating opp...
Online Course