PROGRAM OVERVIEW

In this program you will explore the various tasks that the Markets/ Trading teams in Financial Institutions do
You will explore creating a stock/ brokerage report, pitching a stock to a potential investor, deciding when to buy/sell a stock, and managing an entire stock portfolio
This program was carefully designed by Markets/ Trading Professionals to give you a flavor of their job
You can check out our free preview under 'Introduction' and 'Task 1'

CURRICULUM

  I. Personality Test

  • Personality Test

  II. Introduction

  • About Finance - Markets and Trading

  III. Experiential Task 1 - (Research) Do secondary research on a company and create a research report to send to investors

  • Instructions
  • Help
  • Resources
  • Sample Answer
  • Review

  IV. Experiential Task 2 - (Sale) Convince an investor that they should do an transaction on the company with you

  • Instructions
  • Help
  • Resources
  • Review

  V. Experiential Task 3 - (Trader) Decide when to buy or sell the stock of the company you convinced the investor to buy

  • Instructions
  • Help
  • Resources
  • Sample Answer
  • Review

  VI. Experiential Task 4 - (Portfolio Manager) Manage a portfolio of 5 stocks and decide when to sell/ buy the stock

  • Instructions
  • Help
  • Resources
  • Sample Answer
  • Review

  VII. Affinity Review

  • Affinity Review