Enhance the understanding of complex financial instruments allowing for greater transparency in risk management-related processes.
As financial instruments increase in complexity, the scrutiny from authoritative bodies such as regulators and auditors also increases. Users must understand the nature of complex financial instruments, the implications of the valuation process, and the key drivers of value. Many organizations utilize complex financial instruments as part of their broader capital and risk management strategy, while many more could benefit from the exploration and use of such instruments. However, in many cases, the valuation process is not fully understood by key stakeholders, which may result in an increased strategic and operational risk to an organization. By taking a deeper dive into valuation methodologies, this presentation will help to enhance the understanding of complex financial instruments for persons involved in these types of transactions, allowing for greater transparency in risk management-related processes for key stakeholders.
Learning Objectives
- You will be able to differentiate between simple and complex financial instruments
- You will be able to identify financial instrument characteristics
- You will be able to differentiate between valuation input levels
- You will be able to recognize derivative types
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Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Agenda
Complex Financial Instruments Overview
- Identification of a Complex Financial Instrument
- Understanding Valuation and Its Usefulness
- Considerations From a Broader Risk-Management Perspective
- Recognizing Data Requirements and Systems to Complete Analyses
Derivatives and Valuation
- Understanding the Nature of Derivatives
- Employing Valuation Methodologies (Income Versus Market Methods)
- Determining Value Through the Projection of Cash Flows
DCF Modeling
- Variety of Uses for DCF Method
- Considerations for Model Creation and Inputs
- Implications of Discount Factors and Credit Ratings in Fair Value Calculation
- Understanding Output Quality
Options
- Assessing the Drivers of Option Values
- Understanding Option Greeks Formulas
- Usage of the Black-Scholes Method
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Credit
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Credits
OnDemand Course
This course was last revised on February 23, 2023.
Call 1-866-352-9540 for further credit information.
- CFP 1.0
- The Certified Financial Planner Board of Standards, Inc. has granted 1.0 hours of continuing education credit. Level of Knowledge: Intermediate.
CPE/NASBA - QAS Self Study 1.8 including Finance 1.8
- Lorman Education Services is registered with the National Association of State Boards of Accountancy (NASBA) as a QAS Self Study sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have 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 web site: www.nasbaregistry.org. For more information regarding administrative policies such as complaint and refund, please contact our offices at 866-352-9539. CPE Credit: Maximum Credit Hours: 1.8 each session (based on a 50 minute credit hour). You must attend at least 50 minutes to obtain credit. Field of Study: Finance for 1.8 hours. Prerequisite: . Level of Knowledge: Intermediate. Teaching Method: Seminar/Lecture. Advance Preparation: None. Delivery Method: QAS Self Study. Please refer to the information in this advertisement for outline, course content and objectives. Upon completion of this course, you will receive a certificate of attendance. Final approval of a course for CPE credit belongs with each state's regulatory board.
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Faculty
Kevin Jarvis
HedgeStar
- Senior Analyst
- Supports HedgeStar’s primary services, including outsourced derivative valuation, hedge accounting solutions, and risk management consulting
- Provides training sessions to clients on the topics of financial instrument valuation and the ensuing financial statement impacts
- Has held positions with prominent organizations in the capital finance and accounting areas and has experience with financial instrument analysis, accounting, and risk management
- M.B.A. degree in finance, Concordia University-Wisconsin Batterman School of Business; B.S. degree in finance, Concordia University-Wisconsin
- Can be contacted at [email protected] or 952-746-6177
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
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