A Brief Introduction to Our Finance Courses
Company

Our Finance courses cover a wide range topics within the industry. These courses are available in Business English, Business Chinese & Business Indonesian (subject to availability).

Find out more about what each course covers in detail below!

Our finance courses

Cryptocurrency

Debt Capital Markets

Derivatives

Financial Statements

Wealth Management

IPO

Insurance

M&A

Private Equity and Venture Capital

Restructuring & Insolvency

Tax

Trade Finance

Valuation


1. Cryptocurrency

This course teaches essential terms in cryptocurrency, Web 3.0, and blockchain, equipping learners with terminologies commonly used to talk about these emerging technologies.

Cryptocurrency courses
Cryptocurrency courses

(a) Crypto Currency

Course Description: Learn relevant terms relating to crypto currencies, which are digital currencies where transactions are maintained by a decentralized system via cryptography.

Key Terms: Bitcoin, Private Key, Mining

(b) Web 3.0

Course Description: Learn terms relating to Web 3.0, a structure of the web that is defined by token based economies, blockchain and decentralization.

Key Terms: Non Fungiable Token, Digital Assets, Decentralized Finance

(c) Blockchain

Course Description: Learn terms relating to blockchain, a system in which a record of transactions are maintained across several computers that are linked in a peer-to-peer network.

Key Terms: Block, Token, Node

2. Debt Capital Markets

This course covers essential terms in debt capital markets, focusing on transactions, key stakeholders, measurements, and competitive analysis. Gain proficiency in terminologies crucial for understanding and navigating debt market transactions and assessing competitive landscapes through this course.

Debt capital market courses
Debt capital markets courses

(a) Transactions in Debt Capital Markets

Course Description: Terms that are commonly used in debt capital market transactions.

Key Terms: Bearer Form, Term Structure, Maturity Date

(b) People & Actions

Course Description: Terms that are commonly used in debt capital markets, with a focus on the key stakeholders and actions that might happen in the transaction.

Key Terms: Bondholder, Bookrunner, Loan Drawdown


(c) Measurements, Ratios

Course Description: Terms that are commonly used to measure a transaction's outcome and ratios used in debt capital markets.

Key Terms: Basis Point, Convexity, Yield Curve

(d) Customers & Competitors:

Course Description: Customers & Competitors are critical in industry analysis. Terms covered in the course helps with discussions on competitive environments in the business landscape.

Key Terms: Customer Demographics, Share of Wallet, Competitive Positioning

3. Derivatives

This course covers essential trading and financial terms across various markets, equipping learners with proficiency in terminology vital for understanding trading dynamics, market concepts, and financial instrument characteristics.

Derivatives courses
Derivatives courses

(a) Trading & Market Terms

Course Description: Terms used to describe trading dynamics in various financial markets.

Key Terms: Buyer, Counterparty, Delivery

(b) Trading Terms

Course Description: Terms encompassing trading terms used in a derivatives setting.

Key Terms: Bid Price, Ask, At the Money

(c) Financial Concepts

Course Description: Terms related to market dynamics, valuation, risk management, and other fundamental concepts in finance.

Key Terms: Intrinsic Value, Option Period, Parity

(d) Types of Instruments

Course Description: Terms covering various financial instruments and their characteristics.

Key Terms: American Option, European Option, Call Option

4. Financial Statements

This course covers essential financial statements and ratios used in corporate finance, including the income statement, balance sheet, cash flow statement, and financial ratios. Learners will gain proficiency in terminology crucial for analyzing a company's financial performance and health.

Financial statements courses
Financial Statements courses

(a) Income Statement

Course Description: The income statement shows the profit and loss of a company. Learn terms that are commonly used in income statements in this course.

Key Terms: Revenue, Depreciation, Income Tax

(b) Balance Sheet

Course Description: The balance sheet shows the assets and liabilities of a company. Learn terms commonly used in a balance sheet.

Key Terms: Current Assets, Lease Liabilities, Retained Earnings

(c) Cash Flow Statement & Financial Ratios

Course Description: Terms covering both cash flow statements which show the financial inflows and outflows of a company, as well as financial ratios, which are metrics used to examine a company's health and performance.

Key Terms: Cash Flow, Share Price, Price to Earnings Ratio

5. Wealth Management

This course covers essential terms in financial services related to client assessment and risk profiling, including the Know Your Customer (KYC) process, financial profiling, risk assessment, and needs analysis. Learners will gain proficiency in terminology crucial for understanding and conducting client evaluations in financial planning and wealth management contexts.

Wealth Management courses
Wealth Management courses

(a) Know Your Customer

Course Description: Terms related to the Know Your Customer (KYC) process in financial services.

Key Terms: Client Goal, Investment Goal, Capital Preservation

(b) Financial Profile & Risk Profiling

Course Description: Terms covering the process of determining a client's financial profile and their risk profiles.

Key Terms: Type of Investor, Customer Knowledge Assessment, Risk Appetite

(c) Needs Analysis

Course Description: Terms related to the process of needs analysis, to determine the coverage clients need.

Key Terms: Investment Policy Statement, Unique Circumstance, Wealth Planning

6. IPO

This topic covers essential terms related to Initial Public Offerings (IPOs), including an overview of the IPO process, IPO documents, terms and filings, prospectus information, and stakeholders involved in the IPO. Learners will gain proficiency in terminology crucial for understanding the intricacies of IPOs and their associated procedures and stakeholders.

IPO courses
IPO courses

(a) IPO Overview

Course Description: General terms covering all aspects of initial public offering (IPO).

Key Terms: Initial Public Offering (IPO), Go Public, Lot Size

(b) IPO Documents

Course Description: Terms covering documents that are commonly found in the initial public offering (IPO) procedure.

Key Terms: Red Herring Document, Preliminary Prospectus, Registration Statement

(c) IPO Terms and Filing

Course Description: Terms covering stakeholder rights and filing processes in an IPO.

Key Terms: Voting Rights, Minimum Free Float, Greenshoe Option

(d) IPO Prospectus Information

Course Description: Terms related to the IPO prospectus.

Key Terms: Use of Proceeds, Forward-looking Statement, Dividend Policy

(e) IPO Stakeholders (a)

Course Description: Terms covering individuals, groups and/or organisations with vested interests and stakes in the IPO.

Key Terms: Underwriter, Bookrunner, Listing Sponsor


(f) IPO Stakeholders (b)

Course Description: Terms covering individuals, groups and/or organisations with vested interests and stakes in the IPO.

Key Terms: Issuer, Financial Advisor, Retail Investor

7. Insurance

This topic covers essential terms across various types of insurance, including general insurance, life insurance, health insurance, and property and casualty insurance. Learners will gain proficiency in terminology crucial for understanding insurance policies, coverage options, benefits, and medical procedures, enabling them to navigate the insurance landscape with confidence.

Insurance courses
Insurance courses

(a) General Insurance

Course Description: Terms commonly across various insurance types.

Key Terms: Policyholder, Beneficiary, Premium, Sum Insured

(b) Life Insurance

Course Description: Terms covering various aspects of life insurance, including policy conditions, benefits, investment options, and coverage restrictions.

Key Terms: Declaration of Good Health, Exclusions, Ex-gratia Claim

(c) Life Insurance II

Course Description: Terms covering various aspects of life insurance, including various types of policies, coverage options, policy provisions, and more.

Key Terms: Variable Universal Life insurance, Dependent, Unit-Linked Life Insurance Plan

(d) Health Insurance

Course Description: Terms used in health insurance covering areas such as coverage limits, healthcare providers, treatment costs, benefits, and medical conditions.

Key Terms: Critical Illness, Third Party Administrator (TPA), Individual Limit

(e) P&C Insurance  

Course Description: Terms that are commonly used in property and casualty insurance, including various types of coverage, liability scenarios, and factors influencing loss outcomes.

Key Terms: Critical Illness, Third Party Administrator (TPA), Individual Limit

(f) At the Hospital

Course Description: Terms covering common medical processes and procedures and people and objects commonly found in the hospital.

Key Terms: Intensive Care Unit, High Dependency Ward, Pre-admission Testing


8. Mergers & Acquisitions

This topic covers essential terms related to mergers and acquisitions (M&A), including an overview of M&A transactions, contractual agreements, value sources, and acquisition agreements. Learners will gain proficiency in terminology crucial for understanding the processes and legal aspects involved in M&A deals, enabling them to navigate the complexities of corporate transactions with confidence.

Mergers & Acquisitions courses
Mergers & Acquisitions courses

(a) Merger & Acquisition Overview

Course Description: Mergers and Acquisitions are the consolidation of companies or assets from various types of financial transactions. Learn terms commonly used in M&As in this course.

Key Terms: Share Exchange Ratio, Tender Offer, Due Dilligence

(b) Contracts & Value Sources

Course Description: Contractual agreements and value sources are the fundamental reasons for mergers and acquisitions. Learn relevant terms in this course.

Key Terms: Merger Agreement, Synergies, Integration

(c) Acquisition Agreements

Course Description: Acquisition Agreements are legal documents that finalise the terms and conditions related to the purchase and sale of a company's assets. Learn relevant terms in this course.

Key Terms: Right to First Offer, Earnouts, Stockholder Approval

9. Private Equity and Venture Capital

This topic covers essential terms related to startup assessment and venture capital, including evaluating prospective investment companies, understanding funding rounds, and common clauses in financing documents. Learners will gain proficiency in terminology crucial for navigating the startup investment landscape and understanding the intricacies of venture capital deals.

Private Equity & Venture Capital courses
Private Equity & Venture Capital courses

(a) Start-up Assessment

Course Description: Terms commonly used to assess and evaluate the performance of a prospective investment company.

Key Terms: Target Customer, Burn Rate, Customer Acquisition Cost

(b) Venture Capital Overview

Course Description: Terms in relation to the venture capital space, from funding rounds to common conversations a venture capital firm would have with its prospective investments.

Key Terms: Term Sheet, Shareholder's Agreement (SHA), Lead Investor, Capitalisation Table

(c) Deal Clauses

Course Description: Terms in relation to financial documents surrounding a fundraise and common clauses found in the financing documents.

Key Terms: Convertible Note, Priced Round, Right of First Offer (ROFO)

10. Restructuring & Insolvency

This topic covers essential terms related to financial restructuring and insolvency, including concepts such as revitalization of financial assets, liquidation procedures, legal frameworks, parties and roles in insolvency proceedings, creditor classifications, and financial claims. Learners will gain proficiency in terminology crucial for understanding the complexities of financial distress, bankruptcy proceedings, and restructuring efforts.

Restructuring & Insolvency courses
Restructuring & Insolvency courses

(a) Financial Restructuring

Course Description: Terms in relation to restructuring and insolvency, focusing on revitalization of financial assets

Key Terms: Bad Debt, Non-recourse Financing, Bank Bailout

(b) Insolvency & Liquidation

Course Description: Terms covering concepts such as cash flow insolvency, voluntary and compulsory liquidation, and various legal aspects surrounding financial distress and bankruptcy proceedings.

Key Terms:  Insolvency, Cash Flow Insolvency, Balance Sheet Insolvent

(c) Legal Framework & Process

Course Description: Terms covering various legal and procedural aspects of insolvency.

Key Terms: Statutory Demand, Bankruptcy Petition, Winding-up Application

(d) Parties & Roles

Course Description: Terms covering various roles in insolvency proceedings, including administrators and liquidators.

Key Terms: Applicant, Bankruptcy Judge, Insolvency Practitioner

(e) Creditors & Claims

Course Description: Terms covering legal and financial aspects of creditor classifications, priorities and claims in insolvency and bankruptcy scenarios.

Key Terms: Recognized Creditors, Class of Creditor, Secured Creditor

(f) Other Forms of Claims

Course Description: Terms related to financial claims and procedures in insolvency scenarios.

Key Terms: Charge, Fixed Charge, Floating Charge

11. Tax

This tax topic encompasses a broad spectrum of taxation concepts, including individual and corporate tax, international tax, tax law and policy, tax assessment for both individuals and entities, and detailed discussions on income types, tax implications, and filing procedures. Learners will acquire a comprehensive understanding of taxation terminology crucial for navigating diverse tax environments and compliance requirements.

Tax courses
Tax courses

(a) Individual & Corporate Tax

Course Description: Terms covering a wide array of taxation concepts, such as different tax types, administration, identification, and specific taxes related to activities and properties.

Key Terms: Capital Gain Tax, Commodity Tax, Consumption Tax

(b) International Tax

Course Description: Terms covering key concepts of international tax, including residency, double taxation and common reporting standards.

Key Terms: Import Duty, Export Duty, Customs Duty

(c) Tax Law & Policy

Course Description: Terms related to taxation strategies, incentives, compliance, and assessment.

Key Terms: De Minimis, Safe Harbor, Grace Period

(d) Tax Assessment I

Course Description: Terms relating to financial events, calculations, rates, liabilities, and filing procedures for individuals and entities.

Key Terms: Taxable Event, Tax Base, Exemption

(e) Tax Assessment II

Course Description: Terms covering concepts like various income types, taxation implications, audits and joint returns.

Key Terms: Gross Income, Book Income, Earned Income

12. Trade Finance

This trade finance module provides essential terminology and insights into the trade finance landscape, including key players, documents, trade terms, and shipping processes. Learners will gain a deeper understanding of trade financing mechanisms, contractual obligations, and shipping procedures critical for international trade operations.

Trade Finance courses
Trade Finance courses

(a) General Trade Finance

Course Description: General terms in trade finance, covering important players and processes.

Key Terms: Special Purpose Entity, Secured Funding, Remitting Bank

(b) Trade Financing Documents

Course Description: Terms covering various documents that are commonly used in the trade process.

Key Terms: Performance Bond, Guarantee, Pre-export Financing

(c) Trade Terms

Course Description: Terms that are commonly used in the trade contracts, such as terms clarifying the trade processes as well as responsibilities.

Key Terms: Free Carrier, Free Alongside Ship, Marine Insurance

(d) Shipping Process

Course Description: Terms related to the process of shipping.

Key Terms: Shipper, Agent, Proforma Invoice

13. Valuation

This valuation module provides learners with the essential terms and concepts needed to assess the worth of assets and companies.

Valuation courses
Valuation courses

(a) Valuation

Course Description: Valution is the quantitative process of determining the fair value of an asset or a firm. Learn specific terms used to conduct valuations in this course.

Key Terms: Discounted Cash Flow, Enterprise Value, Exit Valuation

(b) Sources of Value

Course Description: Sources of value are used to guide financial decision making. In this course, you will learn key concepts and terms.

Key Terms: Bootstrap Effect, Earnouts, Intrinsic Value

(c) Comparables

Course Description: Comparables are used to determine the value of an asset. In this course, you will learn how to use these terms in Chinese.

Key Terms: P/E Ratio, Sensitivity Analysis, Market Risk

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