Canondale Investments Educational Program

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Introduction

The financial industry is in a constant state of change, which brings with it a high demand for versatile career starters.

The Canondale Investments Educational Program "CIfit" offers a unique opportunity to gain in-depth financial expertise in less than a year. The free course is designed for learners in commercial, D&A, customer dialogue, web design and application development to enable seamless integration of their skills into the world of finance.

Through digital and independent learning, as well as practical examples and innovative teaching methods, learners are optimally prepared for the dynamic requirements of the financial industry.

Month 1-2: Introduction to Investment

1. Fundamentals of Investment

Importance of investment for the economies of Germany, England and the USA

Examination of the different forms of investment and their contribution to capital allocation

Analysis of the impact of investments on companies, governments and individuals

2. Types of Investment Ventures

Investment banks

Functions, including capital raising and M&A advisory

Asset management companies

Role in managing portfolios for institutional investors and high-net-worth individuals

Hedge fund

Strategies, risks and return objectives in the context of the investment universe

3. Regulation of the investment industry

Germany

Analysis of regulators such as BaFin and their role in regulating investment companies

England

Investigation of the FCA and its regulatory role in the UK financial market

United States

Explanation of the SEC and its oversight of investment in the United States

Month 3-4: Financial Markets and Instruments

4. Overview of Financial Markets

Germany

Introduction to the German stock and bond market as well as the role of important stock exchanges such as the Frankfurt Stock Exchange

England

Analysis of the London stock and bond market, including the London Stock Exchange and the Alternative Investment Market

United States

Examination of U.S. stock and bond markets, including the NYSE and NASDAQ

5. Equities, Bonds and Derivatives

Shares

Fundamentals, types, and valuation methods such as price-to-earnings (P/E) ratio

Bonds

Functions, characteristics, and evaluation criteria such as the Yield to Maturity (YTM)

Derivatives

Introduction to derivatives and their role in hedging risks or speculation

6. Valuation of Financial Instruments

Stock Valuation

Application of valuation methods such as the discounted cash flow method (DCF) to German, English and US equities

Bond valuation

Analysis of valuation metrics such as duration and their importance for bonds from different markets

Derivatives valuation

Application of derivatives valuation models such as the Black-Scholes model to selected financial instruments

7. Case studies and group work

Case study analysis of major financial market events and their impact on different financial instruments

Development of investment strategies and portfolios based on current market situations

Month 5-6: Portfolio Management

8. Portfolio Theory and Management Approaches

Modern Portfolio Theory (MPT)

Basic principles and applications to portfolios in Germany, England and the USA

Capital Asset Pricing Model (CAPM)

Significance for portfolio management and implementation in various market environments

9. Asset Allocation and Diversification

Asset Allocation

Strategies for optimal asset allocation based on client goals and risk tolerance

Diversification

Importance and implementation of different diversification strategies to mitigate risk in portfolios

10. Risk management in portfolios

Analysis of risk management techniques and tools to monitor and manage risks in portfolios

Importance of risk metrics such as value at risk (VaR) and volatility for portfolio management

Month 7-8: Investment Strategies and Analysis

11. Technical Analysis vs. Fundamental Analysis

Technical analysis

Principles, methods and applications for analysing price movements in financial markets

Fundamental analysis

Basics, key figures and tools for the valuation of companies and investments

12. Investment Strategies

Value investment strategy

Concepts of value investing and applications to German, English and US markets

Growth investment strategy

Identification of growth opportunities and risks for investments with strong growth potential

Income Investment Strategy

Selecting investments with stable income, such as dividend stocks or bonds, for income investors

13. Valuation of companies and assets

Appraisal of business

Application of fundamental analysis methods to companies and performance of company valuations

Valuation of investments

Analysis and valuation of various asset classes such as equities, bonds and real estate

Month 9-10: Alternative Investments

14. Hedge Funds and Private Equity

Hedge fund

Strategies, risks and return targets, as well as their role as an alternative form of investment

Private Equity

Investigation of venture capital and buyouts as forms of corporate financing through private equity investments

15. Commodities and Real Estate

Commodities

Overview of commodity markets, investment strategies and risks of commodity investments

Real estate

Analysis of real estate investments and valuation of residential and commercial properties as well as real estate investment trusts (REITs)

16. Other Alternative Investments and Risks/Opportunities

Other alternative investments

Analysis of art, collectibles, and hedge fund strategies such as risk parity and managed futures

Risks and opportunities of alternative investments

Assessment of liquidity, volatility and regulatory risks compared to traditional asset classes

17. Cryptocurrencies

Introduction to Cryptocurrencies

Definition, functioning and role as an alternative asset class

Investment strategies for cryptocurrencies

Various strategies such as buy and hold, day trading, and mining

Analysis of cryptocurrency risks and opportunities, including volatility, security risks, and regulatory concerns

Month 11-12: Customer Advisory and Compliance

18. Identify customer needs and goals

Importance of client advice in investment and methods for identifying individual needs and goals

Differences in customer requirements between different countries and cultures

19. Portfolio construction and management according to client objectives

Development of portfolios in line with client objectives and risk preferences, taking into account market conditions

Implement portfolio management techniques to maximize returns with proper risk control

20. Investment Compliance Policies and Procedures

Know Your Customer (KYC) Procedure

Importance and implementation of customer identification and verification according to KYC regulations

Anti-Money Laundering (AML) Measures

Understanding AML regulations and identifying suspicions of money laundering activities

Combating the Financing of Terrorism (CTF)

Role of investment in countering terrorist financing and implementing CTF measures

21. Case Studies

Analysis of case studies of compliance violations in the investment industry in different countries

Development of compliance strategies and solutions

The Canondale Investments Educational Program provides a comprehensive education in finance that focuses on practical application and innovative teaching methods. Through independent digital learning, practical examples and case studies, learners are optimally prepared for the challenges of the financial world and can develop their skills in a targeted manner.

COURSES COMPLETE UNTIL 2025