Starweaver for Business Course Catalogue Fall 2021 Capital Market Immersion Core | 24 hours 30 minutes Instructor: Doug Carroll The Capital Market Immersion program provides a solid and deep introduction to the global capital markets. This course is designed to deliver a comprehensive, deep dive into the functions and roles played by modern financial institutions and their key lines of business. The program is intended for professionals (or those about to enter the business) with foundational knowledge of the industry’s basic products and service, and how each function. The program's framework consists of lectures covering 7 separate topics: The Capital Markets Road Map - Highlights the primary participants, issuers, investors, intermediaries in capital markets, what they trade there, and the applications to which market participants make use of the instruments and the roles they play. Fundamental Financial Math - Introduces you to a wide variety of calculations and related concepts that are used by financial market participants in a plethora of applications - calculating prices, rates of return, and yields for example. Yield Curve Dynamics - Covers a variety of issues relating to yield curves, their construction, and their use in a variety of analytical applications to assess risk and return. Fixed Income Securities - Introduces you to the market for fixed income securities, provides you with a lot of details on the characteristics of fixed income securities in general, as well as discuss specific characteristics of specific sectors of the fixed income market - insurers, investors, and a wide variety of concepts relating to the analysis and validation of those securities. Equity Products - Introduces equities by providing an overview of the types of products, including both direct and indirect products; and demonstrating types of shares and exchanges, investors, diversification and volatility. Futures & Options - Introduces derivatives in general, to demonstrate the common features of derivatives and how they differ from other sorts of financial instruments. Futures and options contracts' key characteristics will be identified, and contract features, pricing, applications, risk management, and hedging will be discussed. Interest Rate Swaps - A look at interest rate swaps in detail. First, swaps in general are introduced, then the structure of the most common type of interest rate swap - the fixed or floating interest rate swap - will be addressed. A variety of different structures, pricing and valuation, and applications - both risk management and speculative - will be discussed. https://go.starweaver.com/courses/capital-market-immersion Capital Market Road Map Core | 6 hours 30 minutes Instructor: Doug Carroll This course will give you a brief, but broad introduction of the capital markets - who are the primary participants, issuers, investors, intermediaries, what they trade there, and both the applications to which market participants make use of the instruments, as well © Starweaver Group, Inc. All rights reserved Page 51 of 85
Starweaver for Business Course Catalogue Fall 2021 as give you a sense of the role that capital markets play in the operation of the economic system as well as the financial system. This course contains 21 lectures within 4 sections, including: Capital Markets Overview Fixed Income Markets Equity Markets Currency and Derivatives Markets https://go.starweaver.com/courses/capital-market-road-map Capital Structure and Financial Engineering Core | 2 hours 15 minutes Instructor: Starweaver Instructors As structuring and financial engineering become more of a factor in the creation and trading of securities, credit ratings and the credit rating process become more important as well. In the world of unsecured company credit ratings, there is little that a prospective issuer can do in the short run to materially affect its credit rating. Revenues, expenses, capital structure, quality of management, strategic goals, and competitive conditions can and do vary. This often takes time, and many of the factors are outside of the direct and immediate control of the firm. https://go.starweaver.com/retro-course/capital-structure-and-financial-engineering- retro-learning-course Caps, Floors and Swaptions Advanced | 3 hours 45 minutes Instructor: Starweaver Instructors Various combinations of caps and floors and swaptions can be structured to create many combinations with different risk and pay-off profiles to meet individual company requirements. They have become one of the standard derivative interest rate risk management tools available to corporates, financial institutions and government agencies in the financial markets. Caps and floors differ from standard options on equity and foreign exchange in that they do not have just one exercise date. They have a series of exercise dates, usually every six months, but can be structured for any periods between one and twelve months. A cap or a floor is therefore a series of individual options over an agreed maturity period. A swaption is an option that allows the buyer to engage in a swap at a particular time in the future, the expiration date. Swaptions are usually structured so that there is just one exercise date. However, caps, floors and swaptions can be structured in many ways for both trading and hedging purposes to create different pay-off profiles. For hedgers, the incentive in these structures is to achieve a cheaper product and pay a lower premium than for a vanilla cap, floor or swaption. For traders, constantly reviewing their forecasts of future interest rate movements and yield curve shifts there are a number of volatilities plays that suit their objectives for reasonable cost. This competency describes the uses of caps, floors and swaptions for hedgers and traders. It includes two spreadsheets that can be used to price these derivatives and it includes a discussion of exotic structures that use cap, floors and © Starweaver Group, Inc. All rights reserved Page 52 of 85
Starweaver for Business Course Catalogue Fall 2021 swaptions such as caps, floors and collars utilizing barrier options or digital options, participating caps and floors and Bermudan swaptions. https://go.starweaver.com/retro-course/caps-floors-and-swaptions-retro-learning- course Commercial Credit Analysis Core | 7 hours 5 minutes Instructor: Simon Greene A comprehensive course designed to furnish credit professionals with the necessary tools in order to undertake effective, conclusion-based credit analysis. Participants will develop their analytical skills through the application of a logical structured framework. Starting with identification of the deal and credit structure, it logically works through the analysis process from business risk to financial risk then to structural risk. In addition, it will compare and contrast different industry dynamics. This course contains 42 lectures across 8 sections, introducing and then covering each concept in-depth and providing examples. https://go.starweaver.com/courses/commercial-credit-analysis Commercial Real Estate Development and Investment – Part A Core | 8 hours 45 minutes Instructor: Ron Forlee This course is for professionals with specific interest in commercial development. It teaches you about the risk and rewards of commercial property and how to take advantage of development opportunities. If you intend making a career in developing and investing in Commercial Real Estate Development, then this in-depth course is a must. While the course “An Intelligent Course on Real Estate Development” provides an overview of real estate development, this thorough course covers all aspects of Commercial Development and investment. As the content is quite extensive, it had to be split into two sections namely, (a) Fundamentals and (b) Asset Classes or types of residential projects. Part A “The Fundamentals in developing and investing in Commercial Real Estate” covers areas of the Commercial development and investment process in detail plus tips and development strategies. While this course is based within the Australian context, the development principles apply to many other countries as well. By taking this course, you will be overwhelmed with the amount of content to absorb under Commercial Real Estate. Please do not let it deter you, because once completed you will start to appreciate the benefits and the long-term financial rewards that follows this sector. Unlike Residential development, Commercial developments are based on a medium to long term investment strategy which can bring substantial rewards and should be part of your property investment portfolio. After completing this course, you will be ready to take the second part of this course “Part B - Commercial Asset Classes”. It covers small office developments to large scale regional shopping centers and stable investment in the Healthcare sector. After completing Part B, you should have a good understanding of Commercial development and the various asset types providing you with extensive knowledge on becoming a successful Commercial © Starweaver Group, Inc. All rights reserved Page 53 of 85
Starweaver for Business Course Catalogue Fall 2021 Real Estate Developer and Investor. https://go.starweaver.com/courses/commercial-real-estate-development-and- investment-part-a Commercial Real Estate Development and Investment – Part B Core | 8 hours 35 minutes Instructor: Ron Forlee In Part B of Commercial Real Estate Development and Investment focuses on specific Commercial Real Estate Asset classes. Under each asset type, whether it be Office, Industrial or Retail developments, the lecture covers a number of specifics from the underlying factors that creates the demand of the asset type, financing requirements and developing strategies for the best financial outcome plus tips on developing and investing. In addition, each class has a case study concluding with the lessons learnt. While this course is based within the Australian context, the development principles apply to many other countries as well. Commercial real estate covers a broad range of asset types. The core commercial real estate types are offices, retail and industrial. However, there are many more. It also includes assets like healthcare, hotels, childcare centers, self-storage units with some blending into mixed-use developments. Each asset type has its own idiosyncrasies, and this course delves into the asset’s details in order to ensure its financial success. If you are considering commercial development as a career, it is, therefore, worthwhile learning and understanding the different types of commercial properties in the market. By understanding these asset types and their specific success factors, it will provide you with various options when looking at a potential development site. For example, a city retail center could also include an office tower or a hotel, therefore providing a higher return on the land. When it comes to mixed-use developments, especially in urban infill locations, in it is worthwhile studying apartments under my course “residential asset classes”. Many councils see the city center locations as a mix between retail and residential. Developers who have a good understanding of Commercial developments will be one step ahead of the competition. https://go.starweaver.com/courses/commercial-real-estate-development-and- investment-part-b Conflict Resolution in High Finance Core | 1 hour 30 minutes Instructor: Vasco Patrício Conflict is part of everyday life, and in the finance business where money is always involved conflict resolution can mean the difference between happiness and misery. This course walks you through core techniques for resolving conflict including how to show respect and empathy, to analyze each individual and their ‘personal rules,’ and to detect whether someone will become aggressive, whether in an active or passive manner, among many other things. Everyone experiences conflict and the possibility of conflict daily. Conflict may occur with your co-workers, managers, clients, and friends. It may occur when you least expect it, or it may not occur when you are bracing yourself for the challenge and disruption you anticipate. With the advent © Starweaver Group, Inc. All rights reserved Page 54 of 85
Starweaver for Business Course Catalogue Fall 2021 and ease of instant and always-on communications and messaging, how you handle conflict can either make your day, or ruin your career. In fact, conflict resolution is an essential social skill in the world of today - both in a personal and professional context. Especially in high finance and the financial services industry where money is at issue, conflicts are often complex to solve when dealing with financial analysts, traders, banking and hedge fund executives, industry partners and the many other types of professionals and staff involved. This course is led by a seasoned financial industry coach who has advised top executives and professionals to resolve conflict in many different contexts, including Conflicts with co-workers that are competing in terms of workload or credit; Conflicts with other executives to obtain support for key initiatives; and, Conflicts with subordinates or managers in terms of not agreeing with the given performance ratings or reviews, among many other areas of dispute. This course is divided into three major components: Diagnostics - how to assess what type of conflict you have on your hands, and what rules were broken that led to it; Techniques - techniques to use to de-escalate the situation including empathy, understanding, respect, guiding towards implementation, and others; Traps – mistakes and snares to avoid that can escalate the situation or cause a misalignment of expectations later; This is not only a conflict resolution course but also a social skills program which you can transplant the techniques you to many other areas of your life, including (relationships, family, friends, and others). https://go.starweaver.com/courses/conflict-resolution-in-high-finance Conflict Resolution in Investor Relations Core | 1 hour 30 minutes Instructor: Vasco Patrício While investor relations appear to be might appear to be a simple role of providing investors with accurate information about a company’s affairs, it is a vital bridge that helps private and institutional investors make informed decisions about whether to invest in the company. Hence, it is also an area where conflict between a company and outside investors can reach a fever pitch. Everyone experiences conflict in both their professional and personal lives. Bigger or smaller, there is always the change that conflict will arise, whether with co-workers, clients, friends, or others. Conflicts are much more present than we think, and conflict resolution is an essential social skill in the world of today - both in a personal and professional context. In investor relations, reducing or eliminating conflict is essential for a company to succeed in raising money, and retaining its investors. As a coach for top executives and professionals for over 5 years, Vasco Patrício has become expert at helping with conflict resolution in many different contexts: Conflicts with co-workers that are competing in terms of workload or credit; Conflicts with other executives to obtain support for key initiatives; Conflicts with subordinates or managers in terms of not agreeing with the given performance ratings or reviews; © Starweaver Group, Inc. All rights reserved Page 55 of 85
Starweaver for Business Course Catalogue Fall 2021 And many other situations This short course will walk you through some core techniques for conflict resolution including showing respect and empathy, analyzing the person's rules, and detecting how a person will react (whether becoming more confrontational or becoming silent). The course has three major components: Diagnostic (how to assess what type of conflict you have on your hands, and what rules were broken that led to it); Techniques (techniques to use to de-escalate the situation including empathy, understanding, respect, guiding towards implementation, and others); Traps (traps to avoid that can escalate the situation or cause a misalignment of expectations later); Not only is it a conflict resolution course, it's also, in many ways a social skills course in general, which means you will be able to transplant many of these techniques from this context to other areas of life (relationships, family, friends, and others). https://go.starweaver.com/courses/conflict-resolution-in-investor-relations Corporate Performance Metrics & Analysis Intermediate | 2 hours 15 minutes Instructor: Starweaver Instructors A key job of a company's owner is to make strategic choices regarding that company's ideal financing mix. Optimizing capital structure involves minimizing the weighted average cost of capital within the constraints of financial safety and the company's strategic goals. The process is dynamic; as a company grows in size and sophistication and as its business risk declines, it has access to a greater variety of financing alternatives with a wider range of prices and conditions. Adding value in this decision- making process can enhance an advisor’s relationship with a company and increase the probability of winning mandates. https://go.starweaver.com/retro-course/corporate-performance-metrics-analysis-retro- learning-course Corporate Risk Management Intermediate | 3 hours 45 minutes Instructor: Starweaver Instructors Risk management - the control of financial exposures that affect the value of a firm - is an important part of a company's financial strategy. Evidence shows that shareholders reward companies that successfully reduce unwanted risk by exchanging unacceptable financial exposures for acceptable ones (in other words, hedging). Covered here are the definitions, terminology and analytical techniques associated with risk management, including: why hedge, what to hedge, how to hedge, potential tax and accounting pitfalls. This competency does not cover hedging products. Instead, it focuses on the ways in which financial advisors can provide value by identifying opportunities and strategies for clients to manage risks more effectively. Doing so can increase the value of the firm and enhance the value of the relationship, resulting in a win-win situation. https://go.starweaver.com/retro-course/corporate-risk-management © Starweaver Group, Inc. All rights reserved Page 56 of 85
Starweaver for Business Course Catalogue Fall 2021 Credit Derivative Instruments and Applications Core | 6 hours Instructor: Starweaver Instructors Financial institutions traditionally protect themselves against concentration of credit risk in their loan portfolios in various ways. One is the single obligor limit or legal lending limit set by regulators or by internal credit policy. Other measures are based on management judgment, including credit limits for industry, sector, country, collateral, rating group and instrument. Once the credit risk exposures in a bank's credit portfolio have been identified, credit derivatives, asset securitization, or asset sales can be used to adjust the credit risk of the portfolio. While asset securitization and the outright sale of assets themselves can certainly be used to adjust the credit risk in a bank's portfolio, credit derivatives are used to reduce the credit risk associated with assets while allowing the institution to continue to own the asset. https://go.starweaver.com/retro-course/credit-derivative-instruments-and- applications-retro-learning-course Credit Portfolio Management Intermediate | 6 hours Instructor: Starweaver Instructors This unit describes the objectives of credit portfolio managers. Credit risk affects all business, though it is most readily associated with banks and finance companies, since they lend money and assume the risk that the borrower may default. Many other businesses incur credit risk as part of their core activities. Broadly defined, credit risk is the economic loss that may result if one party fails to perform on a commercial obligation. Credit risk often coincides with another common type of risk, namely market risk, which is especially relevant to capital markets and trading products. Market risk is the risk of unexpected movement in the market prices of securities, derivatives, and other market sensitive financial instruments. Economic trends, the behavior of financial and commodity markets, political instability, and other events can affect market risk. https://go.starweaver.com/retro-course/credit-portfolio-management-retro-learning- course Equity Products Core | 3 hours Instructor: Spencer Morris This course on equity products introduces equities by providing an overview of the types of products, including both direct and indirect products. The program demonstrates the types of shares and exchanges and investors. It also discusses importance of diversification and volatility, and the role each plays in equity portfolios. The course will then further cover equity indices and go into some depth in covering tracking funds and exchange traded funds (ETFs). The program also introduces derivatives, forward contracts, futures, equity swaps, options, and structured products. This course consists of 16 lectures across 3 sections: © Starweaver Group, Inc. All rights reserved Page 57 of 85
Starweaver for Business Course Catalogue Fall 2021 An Introduction to Equities Understanding Equity Indices How to Buy the Market https://go.starweaver.com/courses/equity-securities Equity Swaps Core | 3 hours Instructor: Doug Carroll This course will give you a broad overview of this rapidly evolving section of the derivatives markets. Swaps in general will be introduced, and then the course will segue into an introduction to equity swaps, look at the various details of the contracts, the applications that market participants use them for, as well as pricing and valuation issues. This course contains 18 lectures divided into5 sections, including: Introduction to Equity Swaps Equity Swap Contracts OTC Clearinghouses Equity Swap Structures and Applications Variance Swaps https://go.starweaver.com/courses/equity-swaps Essentials of M&A, Buyouts, and Other Restructuring Intermediate | 5 hours 15 minutes Instructor: Starweaver Instructors Mergers and acquisitions (M&A), leveraged buyouts (LBOs), and management buyouts (MBOs) are all fairly common business restructurings used in a wide range of situations. Their success requires financial and business professionals to solve problems of business strategy, valuation, negotiation, financing, taxes, government regulation, asset deployment, marketing and administrative functions, corporate culture, and human resources. M&A are strategic restructurings; LBOs and MBOs are capital restructurings. This SIG describes the motivations and objectives behind various kinds of restructurings; the roles of the key participants; and the accounting, tax and regulatory issues that influence deals; and then goes into more detailed descriptions of M&A and buy-outs. https://go.starweaver.com/retro-course/essentials-of-ma-buyouts-and-other- restructuring-retro-learning-course c Financial Options and Hedging Core | 6 hours 45 minutes Instructor: Starweaver Instructors The best hedge of foreign currency payable or receivables reflects the needs and views of the party suffering the exposure, and currency options offer several interesting ways to hedge the risk. Hedging is an action taken to protect against a perceived risk. A company can protect itself against adverse price or rate changes by buying or selling a contract © Starweaver Group, Inc. All rights reserved Page 58 of 85
Starweaver for Business Course Catalogue Fall 2021 establishing a price today for something to be bought or sold in the future. This process is called hedging. Hedge instruments do not replace the underlying exposure that caused the risk. They are additional cash flows structured to offset any adverse cash flows of the underlying position. Financial options are designed to deal with the volatility associated with interest and foreign exchange rates. https://go.starweaver.com/retro-course/financial-options-and-hedging-retro-learning- course Financial Statement Analysis Intermediate | 1 hour Instructor: Starweaver Instructors Financial statements are the basic tools of the analyst. Probably the single most-used source of company information, they are snapshots of a company’s financial and business situation at given points in time. They describe how a company has performed in the past and imply how it might perform in the future. Using financial statements productively requires a good understanding of what they are and the rules they follow. This Self-Instructional Guide focuses on the accounting conventions that underlie financial statements, and the relationship between the simplified and summarized picture they present and reality. https://go.starweaver.com/retro-course/financial-statement-analysis-retro-learning- course Financial Structure & Strategy Core | 1 hour 30 minutes Instructor: Starweaver Instructors The Financial Structure and Strategy Framework is a template that provides a structure for corporate financial analysis. The purpose of using the framework is to break down the analysis into manageable parts, and to organize the logical flow of the analysis. The main focuses of this learning unit are on macro factors, such as the economy, and the corporate life cycle. These factors impact a company and the business and financial choices available to it. Together with company and industry analysis the financial structure and strategy framework can be used as a template for evaluating companies and financial alternatives available to them. https://go.starweaver.com/retro-course/financial-structure-strategy-retro-learning- course Financing Commercial Real Estate Intermediate | 3 hours 45 minutes Instructor: Starweaver Instructors Loans on commercial real estate can be structured for both borrowers and lenders. Lenders want the projected income from the property to cover the mortgage payments, and borrowers want to maximize the value of a loan relative to the value of the property. Loan structures include conventional, participation, sale-leaseback, accrual, interest- © Starweaver Group, Inc. All rights reserved Page 59 of 85
Starweaver for Business Course Catalogue Fall 2021 only, and convertible mortgages. Participation loans give the lender some of a property's income in return for a lower interest rate. Sale-leaseback involves selling land and leasing it back from the purchaser. The borrower makes only interest payments on an interest-only loan for a time; then the principal is amortized over the remaining life of the loan. Accrual loan payments are smaller than those on a comparable conventional loan, with the shortfall added to the outstanding principal balance. Convertible mortgages let lenders convert a mortgage into an equity stake after a certain period. https://go.starweaver.com/retro-course/financing-commercial-real-estate-retro- learning-course Fixed Income Securities Core | 4 hours 10 minutes Instructor: Doug Carroll This course will introduce you to the market for fixed income securities, provide you with a lot of details on the characteristics of fixed income securities in general, as well as discuss specific characteristics of specific sectors of the fixed income market - insurers, investors, and a wide variety of concepts relating to the analysis and validation of those securities. This course consists of 24 lectures classified within three sections: Introduction to Fixed Income Securities Bond Contract Features and Investment Characteristics Types of Fixed Income Securities The following types of fixed income securities are introduced and discussed: Government Securities US Treasury Securities Corporate Fixed Income Securities Convertible Securities Structured Securities Mortgage-Backed Securities Asset Backed Securities Credit Card and Auto Loan Asset Backed Securities Collateralized Debt Obligations Agency Securities & Regional/Local Government Debt Securities https://go.starweaver.com/courses/fixed-income-securities Fixed-Income Products and Applications Core | 8 hours 15 minutes Instructor: Starweaver Instructors Bankers seeking to sell fixed-income products to sophisticated investors need a thorough understanding of the risks to which each instrument is subject. Investors are exposed to a range of factors that can adversely affect their returns. These subjects are vital for the banker to understand, as they provide the insight necessary to discuss the topic of hedging with corporate clients. This competency introduces several techniques to quantify the risks of fixed-income instruments, including market, credit and structural risks. Duration is a commonly used tool in the management of interest rate © Starweaver Group, Inc. All rights reserved Page 60 of 85
Starweaver for Business Course Catalogue Fall 2021 risk, it is used to look at the effects of changes in interest rates on the prices of fixed- income instruments. Option-adjusted spread (OAS) methodology provides a way to value instruments with embedded interest rate options while incorporating the volatility of interest rates and the contingent nature of the cash flows. https://go.starweaver.com/retro-course/fixed-income-products-and-applications Foundations of Finance Core | 12 hours Instructor: Faris Saah This immersion is designed for professionals or students working in tech field, or for those in the middle, back office, shared services/support areas of financial firms. Through this course, you will develop a solid understanding of the financial services business, players, products and services. The Foundations of Finance certification is an essential orientation and immersion into the inner workings of the full spectrum of financial services organizations. This includes retail, commercial, corporate and investment banks; asset, investment and wealth managers, and private bankers; venture capital/hedge funds/alternative asset class investors; securities brokers and dealers; mortgage originators, lenders and processing companies; insurers and reinsurers; service providers, such as attorneys, accountants, auditors, compliance, and human capital professionals. This program is an intense and thorough education for those who are new to the finance subject, as well as a refresher for those looking to brush up on their knowledge. This certification answers man questions about the financial service section, including: Who is involved in the business and what do they do; What companies provides and what users of financial services want; Why products and services exist, and how they are regulated; When products and services are used and how they solve problems; and, Where the industry is going. This program is also useful for as a “Finance for Non-Financial Managers” curriculum. https://go.starweaver.com/courses/foundations-of-finance-certification Fundamental Financial Math Core | 2 hours 30 minutes Instructor: Doug Carroll This course will introduce you to a wide variety of calculations and related concepts that are used by financial market participants in a wide variety of applications - calculating prices, rates of return, and yields for example. These concepts and more will be discussed. This course consists of 15 modules, broken out into 3 sections: Interest Rate Conventions and Time Value of Money Debt Security Pricing Bond Yields and Rates of Return The course contains approximately 2 and a half hours of video content, and supplementary PDF files of the instructor's presentation are included to help participants follow along. https://go.starweaver.com/courses/fundamental-financial-math © Starweaver Group, Inc. All rights reserved Page 61 of 85
Starweaver for Business Course Catalogue Fall 2021 Fundamental Financial Math Core | 3 hours Instructor: Starweaver Instructors Fundamental financial math is about getting behind prices and rates to the underlying cash flows and incorporating this information into your financial decisions. It's the key to the most basic decisions in finance: What's the best investment? Which borrowing alternative is cheaper? Does this project make financial sense? The idea of money growing to offset inflation and yield a real return is the key to the time value of money. A dollar today is worth more than one tomorrow. Why? Today you can exchange it for an ice cream sundae or invest it at a good rate of return. Money connotes opportunity. The other side of financial math is quoting conventions. Is 4% the same on a bond and a bill? If a year has 365 days, why does a quarter have 90? Although payment frequencies and day-count rules may seem trivial, they mean a lot when deals are done for a single basis point. Together, an understanding of time value of money and quoting conventions give you the power to discern the value of any financial instrument or stream of cash flows. https://go.starweaver.com/retro-course/fundamental-financial-math-retro-learning- course Fundamentals of Business Accounting and Finance Core | 5 hours 30 minutes Instructor: John Colley The objective of the course is to help you to understand, interpret and apply your knowledge of Finance, Accounting and Financial Statements. With my highly structured approach, I will take you step by step through this complex topic, making it easy to follow and easy to understand. Financial Statements are useful to: Understand the company’s ability to generate cash, the sources and uses of that cash Understand whether a business can repay its debts To track profitability Derive financial ratios to interpret the performance of the business Investigate the financial transactions of the firm We are going to cover: Why financial statements are important? An introduction to accounting principles and practices What are financial statements? How financial statements are intricately connected The importance of working capital and its management - the hidden message in financial statements How financial analysis help you to understand/interpret financial statements Case Study - Apple Inc - financial statements analysis Key ratios and analysis in corporate finance How financial statements are used in financial modelling, company valuation and M&A. At the end of this course, you will have an in-depth understanding of the purpose and use of financials statements in business and in finance. You will be able to read and © Starweaver Group, Inc. All rights reserved Page 62 of 85
Starweaver for Business Course Catalogue Fall 2021 interpret them. With understanding of financial statements comes knowledge. This course will not teach you to become an accountant overnight, but it will give you a solid grounding in the understanding and interpretation of Financial Statements. Importantly once you learn to read, understand and interpret Financial Statements you will have a financial skill which can be applied to any company in any industry, even though each industry sector has its own characteristics https://go.starweaver.com/courses/fundamentals-of-business-accounting-and-finance Fundamentals of Corporate Finance Core | 10 hours Instructor: Manish Gupta Corporate finance deals with the capital structure of a corporation, including its funding and the actions that management takes to increase the value of the company. Corporate finance also includes the tools and analysis utilized to prioritize and distribute financial resources. The ultimate purpose of corporate finance is to maximize the value of a business through planning and implementation of resources while balancing risk and profitability. In this course, we will cover all essential fundamentals of corporate finance. Whether you are an MBA student or a working business professional in any industry and domain. Corporate finance skills are essential as corporate finance is one of the key aspects of the business. Making financial decisions to enhance shareholders' return, managing working to enhance return on equity, valuing stock worth investing are necessary for every business manager. After this course, you will be able to understand fundamental concepts behind capital budgeting decisions, how to make such decisions. You will be able to explain key concepts in the valuation of stocks and how to manage working capital effectively. https://go.starweaver.com/courses/fundamentals-of-corporate-finance Fundamentals of Private Equity Core | 4 hours Instructor: Vasco Patrício This course covers the fundamentals of how the private equity business functions in practice. It includes considerations such as: How the private equity industry positions itself vis-a-vis other high finance activities like venture capital, hedge funds, investment banking and others. The usual types of activities for private equity teams throughout the three main sources of a PE fund pipeline: sourcing and vetting opportunities, investing, and post- investment monitoring. How private funds work, usual provisions and model (blind pool, 5-10y timeframe, restructuring, extensions, the secondaries market) and the J-Curve timing of returns. The type of retail and institutional investors allocating to private equity, as well as the usual types of provisions discussed. How companies change when undertaking an LBO (leveraged buyout), as well as the two ways of creating value for them - financial engineering and operational © Starweaver Group, Inc. All rights reserved Page 63 of 85
Starweaver for Business Course Catalogue Fall 2021 optimization. Whether you are an aspiring private equity associate, or an existing professional in a different area of high finance looking to know more about the private equity industry and practice, this course may be able to assist you. https://go.starweaver.com/courses/fundamentals-of-private-equity How to Make IT Work Successfully in Capital Markets Core | 3 hours Instructor: Robert Baker There's always a difficulty making IT work successfully in capital markets - there's a lot of particular problems as this particular industry is very difficult in many ways, and there is quite a gap between IT and business community. This course is designed to help professionals who are in IT or whose role deals with IT to be more successful. This course consists of 21 lectures among 4 sections, including 3 case studies: Bond Project FX Front Office Equity Confirmation https://go.starweaver.com/courses/how-to-make-it-work-successfully-in-capital- markets Interest Rate Forwards & Swaps Intermediate | 3 hours Instructor: Starweaver Instructors Banks and other market participants use FRAs in three broad ways: to manage floating- rate interest exposure; to speculate, i.e., take a position on the direction or magnitude of changes in interest rates; or to earn a small bid-offer spread as an intermediary. An interest rate swap is an agreement between two parties to exchange a set of cash flows over a specific period of time. In most cases, an intermediary structures a transaction and stands in the middle - taking the risk of each counterparty. For doing this, the intermediary, usually a bank, earns a fee, which typically comes in the form of a spread. This competency covers the structures of and markets for interest rate forwards and swaps. https://go.starweaver.com/retro-course/interest-rate-forwards-swaps-retro-learning- course Interest Rate Swaps Core | 3 hours 10 minutes Instructor: Doug Carroll This course looks at interest rate swaps in detail. First, swaps in general are introduced, then we will be looking at the structure of the most common type of interest rate swap - the fixed or floating interest rate swap. We will also consider a variety of different structures, pricing and valuation, and applications - both risk management and speculative. This course contains 20 lectures within 5 sections: © Starweaver Group, Inc. All rights reserved Page 64 of 85
Starweaver for Business Course Catalogue Fall 2021 Introduction to Interest Rate Swaps Risk Management of Floating Rate Liabilities OTC Clearinghouses Swap Pricing and Valuation Risk Management with Interest Rate Swaps https://go.starweaver.com/courses/interest-rate-swaps Interpreting Financial Markets Core | 3 hours Instructor: Starweaver Instructors Financial markets are complex and dynamic, and a keen awareness of how these markets function, who are the major players, what drives value, what is risk, and how the markets respond to macro and micro factors is essential for any financial observer. This course discusses the various financial markets and how to analyze data therein. https://go.starweaver.com/retro-course/ Introduction to Financial Fraud Prevention and Monitoring Core | 2 hours 30 minutes Instructor: Vasco Patrício Financial fraud prevention and monitoring systems seem complex, but they rely on simple principles and practices. In this course, we will cover the essentials of how financial fraud: how it is carried how; how it is detected; how monitoring of fraud works; and, how fraud can be prevented. In this program we will cover four main modules: Fundamentals of Financial Fraud (who are the perpetrators, how they obtain information, and how they commit fraud) Approaches to Financial Fraud (including general approaches of obtaining and using information, from identity theft to convenience fraud to social engineering and more, specific techniques such as cash return fraud or card block fraud, and the different types of perpetrators) Financial Fraud Prevention Techniques (individual techniques to prevent fraud including hotlists, velocity checks, and many others) Financial Fraud Prevention Systems (how complete fraud prevention solutions are assembled and maintained, and best practices of doing so) By the end of this course, you will know exactly how fraud is performed, but, more importantly, how it is can be prevented, in terms of both principles, individual techniques, and collective solutions. This course is targeted at different types of people. Naturally, all current or future fraud prevention professionals will find this course useful. But any other professional that aims to know more about fraud monitoring practices will find it useful. https://go.starweaver.com/courses/introduction-to-financial-fraud-prevention-and- monitoring © Starweaver Group, Inc. All rights reserved Page 65 of 85
Starweaver for Business Course Catalogue Fall 2021 Introduction to Futures and Options Core | 4 hours 10 minutes Instructor: Doug Carroll This course will introduce derivatives in general, to demonstrate the common features of derivatives and how they differ from other sorts of financial instruments. The course will then segue into a detailed discussion - first on Futures contracts and then ultimately on Options contracts. Key characteristics will be identified, and contract features, pricing, applications, risk management, and hedging will be discussed. This course is composed of 27 lectures within 6 sections: Introduction to Derivatives Introduction to Futures Contracts Futures Contracts Trading and Cash Flows Futures Pricing Introduction to Options Option Pricing and Applications https://go.starweaver.com/courses/introduction-to-futures-and-options Introduction to Payment Dispute Resolution Core | 2 hours 15 minutes Instructor: Vasco Patrício This course is a unique deep dive into the massive business of resolving disputes in credit and debit card transaction processing whether from the merchant, cardholder or bank point of view. Around the world every day many billions of dollars of transactions are contested by consumers, and the successful resolution of those payment disputes places very significant risks on the merchants and financial institutions involved. For this reason, the critical role of those involved in resolving these disputes cannot be over emphasized. In order to be effective at dispute resolution, it is important to understand not just the reasons for disputes but also the mechanisms for their resolution, as well as the consequences and outcomes of each. In this course, we will cover topics including: What the different types of payment disputes are, represented by different reason codes for chargebacks; How both the issuing and acquiring bank interact in the case of a chargeback situation, as well as the dispute resolution process; What the different ADR (Alternative Dispute Resolution) methods are (usually grouped into negotiation, mediation and arbitration), as well as specific implementations of these; What the ODR (Online Dispute Resolution) standard represents, its advantages, and how it's implemented; This course is aimed at any professional that has to deal with dispute resolution, and in particular those involved in the related to payment systems. This includes those involved in: Dispute resolution professionals at acquiring or issuing banks; Merchants and vendors that deal with consumers and cardholder initiating disputes; and, © Starweaver Group, Inc. All rights reserved Page 66 of 85
Starweaver for Business Course Catalogue Fall 2021 Consumers that are interested in knowing how to deal with disputes with merchants. By the end of this course, you will be able to effectively diagnose what causes specific payment disputes, as well as what the process is to deal with them, and the different dispute resolution procedures available to you. https://go.starweaver.com/courses/introduction-to-payment-dispute-resolution Leasing and Off Balance Sheet Financing Intermediate | 5 hours 15 minutes Instructor: Starweaver Instructors Leasing is used by companies to finance the acquisition of capital assets, to raise capital from existing assets by using sale/leaseback transactions, and to manage corporate tax positions by transferring the benefits of equipment ownership to investors who more highly value those benefits. This Self-Instructional Guide describes these techniques and discusses the corporate situations that motivate managers to consider leasing as a financial alternative. The benefits of leasing are often determined by the tax and accounting treatment of leases. It explains the different types and typical terms of leases, as well as how to calculate the pricing of leases. https://go.starweaver.com/retro-course/leasing-and-off-balance-sheet-financing Mastering Foreign Exchange Intermediate | 6 hours 45 minutes Instructor: Starweaver Instructors A foreign exchange rate is the price of one currency in terms of another currency, or the number of units of one currency per unit (needed to buy one unit) of another currency. In the institutional foreign exchange market, in which large institutions trade hundreds of millions of dollars, foreign exchange refers to bank deposits. When one bank trades foreign exchange with another bank, they are actually exchanging a bank deposit of one currency for a bank deposit of another currency. https://go.starweaver.com/retro-course/mastering-foreign-exchange-retro-learning- course Mergers and Acquisitions: Company Sales and Exits Core | 7 hours Instructor: John Colley If you are an Entrepreneur, a Senior Manager or a Business School Student - this is going to help you! Are you struggling to master M&A? Then let’s join forces as I have nearly 30 years’ experience in this field! Let me explain: Process Valuation Negotiation Strategies © Starweaver Group, Inc. All rights reserved Page 67 of 85
Starweaver for Business Course Catalogue Fall 2021 Tactics and Tips And much more! In M&A the difference between right and catastrophic can cost you a fortune, sometimes literally millions of dollars. As an adviser, I have been there many, many times in the last 29 years. I have seen good, sometimes even great. And I have seen downright awful! (Of course, that was good news if I was on the other side at the time). https://go.starweaver.com/courses/mergers-and-acquisitions-company-sales-and-exits Mini-MBA in Business Strategy Masterclass Core | 6 hours 30 minutes Instructor: John Colley Business Strategy is a cornerstone of Business Management Consulting which you need to study and understand, but I want to make it as easy as possible for you, whether you are a Startup or a CEO! The Business Strategy Process can be simply summarized: Set Objectives Company and Market Analysis Strategic Option Evaluation Financial Confirmation Strategy Selection In this course, we harness these key topics to help you with your strategic Thinking and Strategic Planning. I spent two years studying Business Strategy for my MBA at City University Business School (formerly Cass) in London, one of Europe's leading business schools. Most courses try to teach business strategy along with lots of other MBA subjects such as marketing, organizational behavior, leadership, finance etc. This course is pure Business Strategy from formulation to implementation! In this Course you will discover the Essential Business Strategy Consulting Topics along with Business Models and Frameworks taught in every leading MBA School: Business Strategy Design TOWS Business Model Canvas SOAR Lafley and Martin's Five Step Industry Analysis Porter's Five Forces Strategy Porter's Generic Strategies Hambrick and Fredrickson's Value Chain Analysis Market Growth/Market Share Strategy Diamond BCG Matrix Change Over Time: Life Cycle Competitive Advantage Core Competency Models VRIO Industry Life Cycle USP Business Life Cycle ADL Matrix Product Life Cycle Growth Strategy Options Corporate Funding Life Cycle Ansoff Product Market Mix External Environment Analysis Organic vs Inorganic Blue Ocean PEST and PESTEL Analysis Competitive Analysis Evaluation PEST PESTEL Internal/External Analysis SWOT © Starweaver Group, Inc. All rights reserved Page 68 of 85
Starweaver for Business Course Catalogue Strategic Planning Strategic Planning Process Fall 2021 Mintzberg's Five Configurations Competitive Analysis Matrix Connecting Finance and Strategy 3 Statement Integrated Financial Model https://go.starweaver.com/courses/mini-mba-in-business-strategy-masterclass Mortgage-Backed Securities Core | 3 hours 10 minutes Instructor: Doug Carroll This course will introduce you to a variety of the more commonly encountered types of mortgage-backed securities, pass-through securities, and CMO's, as well as a lot of the concepts used to assess the attractiveness of mortgage-backed securities and a lot of the details to help understand mortgage-backed securities and how they work. This course contains 21 lectures among 4 sections: Introduction to Mortgages and Mortgage-Backed Securities Pass Through Securities Analysis of Pass-Through Securities Collateralized Mortgage Obligations https://go.starweaver.com/courses/mortgage-backed-securities Option and Futures Fundamentals and Applications Core | 3 hours Instructor: Starweaver Instructors This is an introduction to the fundamentals of options and option pricing. It uses as examples options on exchange rates and interest rates as well as options embedded in fixed-income securities. It reviews market terminology and explains the payoff profiles of basic option positions. The Guide provides an intuitive approach to option pricing, introduces the binomial and Black-Scholes models and shows how changes in market variables affect the option premiums. The Guide concludes by describing a few of the ways in which options are used by banks and bank clients on both the issuer and investor sides, especially in conjunction with capital markets products. https://go.starweaver.com/retro-course/option-and-futures-fundamentals-and- applications-retro-learning-course Portfolio Management Applications Core | 3 hours 45 minutes Instructor: Starweaver Instructors This Course covers the principles of portfolio management employed by investors throughout the world in a variety of markets. Building on the statistical tools covered in the Tools of Risk Analysis , it presents a practical and relatively non-quantitative approach to the subject, focusing on the objectives of investors and the tools used by these investors to achieve their goals. Banks, pension funds, insurance companies, © Starweaver Group, Inc. All rights reserved Page 69 of 85
Starweaver for Business Course Catalogue Fall 2021 money managers and individuals all utilize the techniques described in this Course. While these techniques apply to the management of equity, fixed income and even non- financial portfolios, the major focus of this Course is in the area of equities. Fixed- income management requires the use of specific tools such as duration and immunization, which are best dealt with separately. https://go.starweaver.com/retro-course/portfolio-management-applications-retro- learning-course Principles of Credit Analysis Intermediate | 5 hours 15 minutes Instructor: Starweaver Instructors The objective of credit analysis is to identify risks in order to minimize defaults and losses on loans and other credit instruments. Taking credit risk is not something that banking institutions are supposed to avoid. In fact, taking credit risk is the business that banks are in and for which they are paid. The objective of the credit analyst, and all the others involved in the credit decision, is to understand, to the extent possible, the kind and amount of credit risk being taken on a particular transaction. This unit looks at the qualitative aspects of a thorough credit analysis. By highlighting the non-quantitative criteria that should be examined in a credit proposal, it provides a framework for evaluating the financial analysis. An understanding of financial statements and basic ratio analysis is assumed. https://go.starweaver.com/retro-course/principles-of-credit-analysis Principles of Project Finance Core | 1 hour 30 minutes Instructor: Starweaver Instructors This Course introduces the fundamentals of project finance. It has two broad aims: first, to provide a sound understanding of the techniques of project finance, and second, to illustrate the wide variety of roles that a bank can play in project finance. To accomplish the first aim of understanding the techniques of project finance, the Course will: define the concept, introduce the most common operating and legal structures, detail possible advantages and disadvantages to the various parties, including equity investors, lenders and other providers of financial services; examine the principal sources of finance; analyze the risks inherent in project financing, and in particular, those risks peculiar to projects located overseas; and describe the many techniques available to mitigate such risks https://go.starweaver.com/retro-course/principles-of-project-finance-retro-learning- course © Starweaver Group, Inc. All rights reserved Page 70 of 85
Starweaver for Business Course Catalogue Fall 2021 Private Banking and High Net Worth Individuals Intermediate | 3 hours Instructor: Starweaver Instructors The investment objectives of the private banking market have been shifting. At the same time, private banking clients are becoming more sophisticated. Financial institutions are responding to the changes in the private banking market by: offering more sophisticated products taking a much more proactive marketing stance leveraging technology growing the market Financial advisors with private banking clients must understand these market forces and trends in order to maximize market share in this dynamic financial arena. https://go.starweaver.com/retro-course/private-banking-and-high-net-worth- individuals-retro-learning-course Quantitative Analysis [Retro Learning Courses] Core | 2 hours 15 minutes Instructor: Starweaver Instructors Numerical or quantitative data is at the core of finance. There are numerous techniques used to interpret this data which as a whole are referred to as quantitative methods. Some fundamental quantitative analysis ability is required to ensure an understanding of basic quantitative arguments in a business context. This understanding enables your ability to interpret information generated from line bankers and their activities and to appreciate the quantitative arguments in more complex reports produced by other people. https://go.starweaver.com/retro-course/quantitative-analysis-retro-learning-courses Raising Public and Private Capital Intermediate | 6 hours 45 minutes Instructor: Starweaver Instructors To optimize its capital structure, a company must combine debt, equity, and hybrid instruments into a financing mix that addresses business strategy while minimizing costs. Debt is cheap but risky, risks include fixed charges for interest, required principal payments, and default penalties. Equity is expensive and flexible—it represents a share of ownership, variable value, and voting rights; different classes of equity may be better for a company's capital structure. Hybrids combine features of debt and equity, including being exchangeable into other securities and being callable or putable. Frequently there is no right answer to a company's financial needs, only the best solution available in the current market that will support the company's business strategy and shareholder objectives. https://go.starweaver.com/retro-course/raising-public-and-private-capital © Starweaver Group, Inc. All rights reserved Page 71 of 85
Starweaver for Business Course Catalogue Fall 2021 Real Estate Securities and Valuation Intermediate | 3 hours 45 minutes Instructor: Starweaver Instructors Obtaining accurate valuations is critical to those involved in a range of real estate transactions. Real estate valuation is used to determine the market value of an income- producing real estate asset, not its investment or portfolio value. Market value differs from investment value. While market value assumes the buyer evaluates the asset solely on its own merits, an estimate of a real estate asset's investment value requires the appraiser to evaluate the asset's diversification, tax, risk profile and liquidity implications vis-à-vis other components of the investor's portfolio. https://go.starweaver.com/retro-course/real-estate-securities-and-valuation-retro- learning-course Repurchase Agreements Core | 3 hours 45 minutes Instructor: Starweaver Instructors The repo market is the basis for liquidity in the bond markets, enabling participants to take both long and short positions in bonds through secured borrowing. Bond traders use this market extensively, both to finance bond trades and to manage fixed income positions. In fact, without the repo market they would have serious financing and liquidity problems. Bond portfolio managers gain great flexibility by having access to repos enabling them to enhance returns and raise cheap financing. This results in interest rates in this market being low and competitive. The market also supports the worldwide bond trading market ensuring that delivery of bonds can always be met avoiding the systemic market risk that would result from a major non-delivery of securities. Without the sale and repurchase ability that this market supplies the bond market as we know it would not exist. On completion of this course, you will be able to understand the jargon and structure of various types of repo transactions, appreciate how this market is essential for trading and hedging fixed income securities, and be able to discuss and articulate various repo interest and margin calculations and apply them to market needs. https://go.starweaver.com/retro-course/repurchase-agreements Residential Real Estate Development And Investment – Part A Core | 8 hours 35 minutes Instructor: Ron Forlee If you intend making a career in Residential real estate development, then this in-depth course is a must. The content is extensive that it had to be split into two sections namely, (a) Principles and Process and (b) Asset Classes or types of residential projects. Part A “Principles and Process” covers areas of the residential development process in detail and tips on each aspect. While this course is based within the Australian context, the development principles apply to many other countries as well. Any person contemplating entering the Residential real estate development will be overwhelmed by © Starweaver Group, Inc. All rights reserved Page 72 of 85
Starweaver for Business Course Catalogue Fall 2021 the depth of knowledge required to be successful in this sector. No development should be made without understanding areas such as law, finance, management, feasibilities, tax, company structures and marketing. From the first lecture to the last, I cover a broad range of subjects. The subjects covered include whether you are an investor or developer, tax and tax planning, alternative development finance, authority approvals, smart design and planning and dealing with building contractors and property managers. After completing this course, you will be ready to take the second part of this course “Part B Asset Classes”. It covers small residential developments to large scale apartment blocks including new trend such as Cooperative Housing and Co-Living. After completing Part B, you should have a good understanding of residential development and the various asset types providing you with extensive knowledge on becoming a successful residential developer and investor. https://go.starweaver.com/courses/residential-real-estate-development-and- investment-part-a Residential Real Estate Development And Investment – Part B Core | 10 hours Instructor: Ron Forlee Residential developments and investments come in many forms from small renovations to multi-story apartment blocks. Each type has its own characteristics and should be approached differently to maximize their financial return. Under this course, the lectures study the various asset classes and arrives at development strategies extract maximum return on investment. In addition to general housing, the lectures also include senior’s accommodation such as retirement villages and aged care plus student housing and co-living developments. If you have taken the course on Residential Real Estate Development – Part A, the “Principles and Process”, you would have gained a good understanding of the principles of developing in residential real estate. You would have also gained knowledge in investing in this sector and the financial value in creating a portfolio of these assets. Under this course, I cover the spectrum of the various types of residential developments also known as “asset classes” from small residential developments such as renovations to larger projects such as high-rise apartments and retirement villages. Over my career, I have undertaken a range of residential developments, learning along the way, and improving my skills with each project. Some of these projects were my own while others were syndicated developments or working as an architect for other developers. The range and type included townhouses, apartments, retirement villages, student housing, land development and more recently co-living. I have learnt is that each type of asset class has its nuances, but the key fundamentals remain the same, and that is research what the market is looking for and then develop it according to the results of the research. If you are considering residential development as a career, it is, therefore, worthwhile learning and understanding the different types of residential properties in the market. By understanding these asset types and their specific success factors, it will provide you with various options when looking at a potential development site. For example, a site may be zoned for apartments, but the current market in that location may be oversupplied, but there may be a shortage of senior’s accommodation. Armed with the knowledge of retirement living, you may have © Starweaver Group, Inc. All rights reserved Page 73 of 85
Starweaver for Business Course Catalogue Fall 2021 an advantage over other developers in the area. https://go.starweaver.com/courses/residential-real-estate-development-and- investment-part-b Strategic Planning Masterclass Core | 14 hours 30 minutes Instructor: John Colley Welcome to the Strategic Planning Masterclass Course, enabling you to understand Business Strategy to MBA level AND create a comprehensive Business Plan simultaneously as you take the course. Everything you need is here in a comprehensive, easy-to-follow course to improve your Business management. In this course you will discover: The connections between Business Strategy, Corporate Strategy and your Business Plan Understand the main frameworks for Strategic Analysis and be able to complete a SWOT Analysis Discover some of the Key Strategic Business Models taught at Business School, providing you with a toolbox of frameworks to apply to your Business Strategy formulation Learn to think critically about the role of Management and their skills How to create a competitive advantage for Products and Services Use classic business models to evaluate your Competition How to conduct an industry-wide analysis of your Markets and Competitors Review your business's operations, with a close eye on Customer Management Use my templated scorecards to do a SWOT analysis on your own business The importance of your Customers and your Customer Value Proposition Frameworks to maximize your return from your investment in Sales and Marketing How to transform your online Digital Business Strategy Understand the three main financial statements, the Income Statement or Profit and Loss Account, the Balance Sheet , and the Cash Flow Statement , and how they fit together. To understand the key Financial Ratios that apply to the Income Statement, the Balance Sheet , and the Cash Flow Statement to enable you to interpret the financial information in these statements. Use a real Case Study to analyze real financial information using Financial Ratio Analysis Exercise to evaluate the achievability of your Strategic Goals when compared to your predicted rates of growth Frameworks to incorporate Performance Management into your Business Strategy and Business Plan Growth Strategies to help your Business Strategy execution, also incorporating your Business Plan Understand what factors are important to your Investors, specifically Valuation, Funding, Exits, and Returns How to incorporate a Risk Assessment into your Planning © Starweaver Group, Inc. All rights reserved Page 74 of 85
Starweaver for Business Course Catalogue Fall 2021 Finally, we show you how to synthesize your complete Business Plan from the lessons, assignments, and templates in the course https://go.starweaver.com/courses/strategic-planning-masterclass Syndicated Loans and Debt Capital Intermediate | 3 hours 45 minutes Instructor: Starweaver Instructors Many instruments are used in the syndicated credit market to meet the changing needs of borrowers, lenders, investors and other participants. Some of them, like term loans and revolving credit facilities, stood the test of time, while others, like the multi-option facilities (MOF), rose and fell. In the meantime, new instruments continue to be churned out as the market shifts, the regulatory environment changes and technology advances. An understanding of the features and structures of the instruments used in the syndication market is essential for all participants to appreciate the pros and cons of each instrument, compare them with one another as well as with alternatives available in the capital markets to make the optimal financing decision. https://go.starweaver.com/retro-course/syndicated-loans-and-debt-capital Technical Analysis Intermediate | 1 hour 30 minutes Instructor: Starweaver Instructors Technical analysts view market trends to forecast future prices. Chartists look at yesterday's and today's prices to identify an existing or forming trend in order to profit from an impending formation. Pure technical analysis tries to capture market sentiment—not what a company says about its outlook, but how the market interprets that outlook. In deciding whether something is a good investment, technical analysts diagnose the sentiments of market participants from their buy and sell actions. The main point of technical analysis is the use of pattern identification to spot a changing trend. Relative strength, moving averages, reversal, and continuation patterns are but a few of the many pattern identifiers available. This discussion defines and interprets common reversal and continuation patterns https://go.starweaver.com/retro-course/technical-analysis-retro-learning-course The Securities Trade Lifecycle Core | 4 hours 50 minutes Instructor: Mike Simmons This course will cover all components of the Trade Lifecycle; the lifecycle processing sequence and processing impact; what causes (and prevents) Straight Through Processing; primary risks and typical mitigating controls; and introduces market-wide terms used in securities trade processing. This course consists of 22 lectures within 5 sections, including: © Starweaver Group, Inc. All rights reserved Page 75 of 85
Starweaver for Business Course Catalogue Fall 2021 Trade Execution Trade Capture Trade Enrichment Trade Confirmation Trade Settlement Reconciliation https://go.starweaver.com/courses/securities-trade-lifecycle Tools for Fundamental Analysis Using Value at Risk Core | 3 hours Instructor: Starweaver Instructors https://go.starweaver.com/retro-course/tools-for-fundamental-analysis-using-value- at-risk-retro-learning-course Tools of Risk Analysis Core | 1 hour 50 minutes Instructor: Starweaver Instructors https://go.starweaver.com/retro-course/ Trade Finance and Letter of Credit Core | 3 hours Instructor: Anwesha Sengupta If you are someone willing to learn about international trade finance from scratch, then this course is for you! International trade finance and letter of credit is a vast area with many complicated concepts which may appear confusing to many. This course is designed to lucidly explain all such concepts even to a beginner. This is a compact course that begins from the basics of what is trade finance? Who are the players involved in international trade finance? What are the various payment methods used? It then explains the entire process flow of a Letter of Credit, which is a vital payment instrument and its various types. It discusses the practical aspects of UCP 600 and how to easily remember and implement the Articles of UCPDC 600. This course also explains how to scrutiny bills under a letter of credit for negotiation/ purchase/ discounting. It teaches you the approach to check documents against the LC and teaches the most common discrepancies found in the various documents submitted under an LC, like Bill of Exchange, Commercial Invoice, Transport documents, Insurance, etc. Not only that, but this course also gives a brief idea of the future of trade finance – automation of document checking under letter of credit using artificial intelligence. After this course, you will have a wholesome idea of the world of trade finance and also have clarity in understanding the concepts of documentary collections and letter of credit. You will know how UCP 600 rules are applied to check documents under a LC and what are the common discrepancies to look out for. https://go.starweaver.com/courses/trade-finance-and-letter-of-credit © Starweaver Group, Inc. All rights reserved Page 76 of 85
Starweaver for Business Course Catalogue Fall 2021 Trade Life Cycle Fundamentals Core | 2 hours 15 minutes Instructor: Starweaver Instructors The capital markets groups of financial institutions rely on its operations divisions to promptly, properly and accurately process transactions. Financial regulatory authorities have added new layers of responsibilities to these functions, giving greater importance to the roles of the operations, credit, risk management and compliance departments. Policies and procedures are developed and implemented to ensure proper settlement and clearance of transactions, manage risk to corporate assets, and abide by legal and regulatory requirements. Knowledge of the interaction of the sales and trading units with the operations division is essential to a complete understanding of the modern financial institution, its impact on corporate profitability and client satisfaction and retention. https://go.starweaver.com/retro-course/trade-life-cycle-fundamentals-retro-learning- course U.S. Residential Mortgage Business Core | 6 hours 35 minutes Instructor: Russ Faulkner In this course, we will cover everything you need to know to be knowledgeable about residential mortgages in the United States. We will look at the important players/departments in the space as well as key terminology that you need to know. We will spend some time un-packaging the consumer buying cycle and examine the life cycle of the mortgage. In addition, we will spend some time examining what goes into originating, servicing and valuing a mortgage by examining the metrics that make up the loan process. We will examine the tools that help a company make a sound credit worthiness decision, by exploring the credit report and the real estate appraisal. Finally, we will demystify the securitization process by looking at the process of mortgage securitization and its benefits. The makeup of the course is as follows, containing nearly 30 modules over 3 sections: U.S. Residential Mortgage Business and Process Fundamentals U.S. Residential Mortgage Analysis: Bringing It All Together Loan Management, Servicing and Securitization This course's contents consists of a video introductions for each section, outlining the key elements to be covered, followed by each module, consisting of a narrated presentation. https://go.starweaver.com/courses/us-residential-real-estate Understanding Common Provisions in Alternative Asset Management Deals Core | 1 hour 30 minutes Instructor: Vasco Patrício For any alternative investment fund manager (AIFM), whether managing an open-end fund such as a hedge fund or a closed-end fund such as a private equity fund © Starweaver Group, Inc. All rights reserved Page 77 of 85
Starweaver for Business Course Catalogue Fall 2021 (including venture capital), common provisions include: Fees charged (including the usual management and performance fee - the \"carry\" in closed-end funds such as in private equity); Reporting frequency and structure; Fund extensions and restructurings; For closed-end funds, interest sales governance (for secondaries sales); Rules regarding capital commitments - and in the case of closed-end funds, the equalization process; The role of the management team's commitment; Key-person events and GP team devotion; GP indemnification and exculpation rights. Rules regarding the raising of successor funds for closed-end funds. Although many of these are usually redacted and/or verified by legal experts, it's important for any fund manager to have a basic knowledge of these provisions - both to effectively negotiate when closing new investors, but also to take into account during the fund management process. Besides fund managers, these provisions are also important for anybody with a significant role in a fund in alternative investments, including associates or more senior VPs and principals that wish to one day start their own fund, or that have just been admitted into the carry vehicle and want to know more about the nuances of a fund's provisions https://go.starweaver.com/courses/understanding-common-provisions-in-alternative- asset-management-deals Understanding Corporate Valuation Core | 4 hours 30 minutes Instructor: Starweaver Instructors Corporate valuation is the basis of many business and investment decisions, including: corporate Restructuring, investing, lending, private financing, regulatory purposes, executive compensation, capital raising, and mergers and acquisitions. Different parties often have different perceptions of the value of a business—there is no one right way to value a company. This Self-Instructional Guide focuses on the different concepts of corporate value, the purposes to which those concepts can be applied, and the various methods that can be used to calculate the value of the business. https://go.starweaver.com/retro-course/understanding-corporate-valuation-retro- learning-course Underwriting and Investing in Debt Instruments Intermediate | 3 hours 45 minutes Instructor: Starweaver Instructors Bankers and investors make decisions about making, buying and selling loans and other debt securities through a rigorous financial analysis and underwriting process. This is not a one-time effort, but rather performed on a regular basis to determine whether that initial decision was suitable for the lender’s investment portfolio, or whether new information means that portfolio should change and that all or a portion of the loan © Starweaver Group, Inc. All rights reserved Page 78 of 85
Starweaver for Business Course Catalogue Fall 2021 exposure should be reduced. In this course, we take you through this process so that you are equipped to understand the various decision-factors involved. https://go.starweaver.com/retro-course/underwriting-and-investing-in-debt- instruments Venture Capital and Mezzanine Financing Intermediate | 4 hours 30 minutes Instructor: Starweaver Instructors Venture capital and mezzanine financing are available from a variety of sources, including venture capital limited partnerships, business development companies, small business investment companies, investment banks, commercial banks, corporations, wealthy individuals, and government agencies. Each of these sources has its own investment characteristics and preferences, which should be considered to align best the source and use of financing. Each source typically has preferences for companies in a particular stage of development (seed, start-up or expansion), form of investment (equity, debt or hybrids), industry, and involvement with management. Companies seeking venture capital must select their potential sources carefully to maximize the probability of a successful proposal and a good working relationship. https://go.starweaver.com/retro-course/venture-capital-and-mezzanine-financing- retro-learning-course Venture Capital Fundraising Masterclass Core | 14 hours 30 minutes Instructor: John Colley Are you an entrepreneur, a startup founder or an adviser? Does your business need capital? Is fundraising and investor pitching your next step? Where do you start? Start Here - this course is designed to take you through the whole process from Planning to finding Investors and then understanding and negotiating a Term Sheet. Along the way you will learn a lot about your business and even more about the way Investors think! In this course you will discover and come to understand: The key basics of startups and raising capital Understand the types of venture capital and angel investors How to find the right investor for your business How to present your business to an Investor How to put together an integrated business and financial plan and pitch deck How to deliver a winning pitch presentation to investors How to manage the investment process How to understand venture capital term sheets and how to negotiate them Should you consider equity crowdfunding - we discuss it in depth Video interview with a successful crowdfunding CEO As we go through the course, we will address some important questions: Is your business right for Venture Capital finance? What is your equity and non-equity financing options? What are the Pros and Cons of Venture Capital finance? © Starweaver Group, Inc. All rights reserved Page 79 of 85
Starweaver for Business Course Catalogue Fall 2021 Do you understand the Stages of Investment? How should you attract and engage investors? What should you know about deal structures and the investment process? What are the key Deal Terms you should be aware of? Summary - how to choose the right Venture Capitalist for your business? https://go.starweaver.com/courses/venture-capital-fundraising-for-startups Working Capital Management Intermediate | 3 hours Instructor: Starweaver Instructors Working capital management is important to corporate financial officers, lenders and investors because of the need for stable and growing cash flow, not only for servicing debt but also as a basis for corporate valuation. Corporations do not go bankrupt because of poor earnings but because of a lack of liquidity - that is, they do not have enough cash on hand to meet obligations such as loan repayments. When corporations become highly leveraged, the cash flow margins needed to meet debt obligations become very tight and working capital cushions are not affordable. Since cash flow is the lifeblood of any firm, day-to-day forecasting and coordination of the components of working capital should be crucial management concerns. Covered here are how to measure a company's working capital and manage the tradeoff between safety and profitability. Also covered are money market instruments that companies use in short- term borrowing and investing. https://go.starweaver.com/retro-course/working-capital-management-retro-learning- course Yield Curve Analysis & Dynamics [Retro Learning Course] Core | 3 hours 45 minutes Instructor: Starweaver Instructors Yield curves reflect market participants' expectations about the levels of interest rates in the future. This area studies the various ways in which yields can be quoted in the market, describing the factors that make up market yields, market influences on the shape of the yield curve and the various forms that yields take in the market. Whether you're discounting cash flows for analytical purposes or offering clients a view of future financing conditions, the ability to analyze and interpret the yield curve is essential. The yield curve is simply a graph plotting yield against maturity. It is important because: It indicates the cost of borrowing (or return on investing) at different maturities; Provides insights into where interest rates and the economy are headed; It can be used to derive zero-coupon rates and PV factors, which in turn are used to value cash flows. The course covers components of interest rates, interpreting yield curve shapes to identify financing and investing opportunities, deriving zero-coupon and forward rates and pricing any bundle of future cash flows. https://go.starweaver.com/retro-course/yield-curve-analysis-dynamics-retro-learning- course © Starweaver Group, Inc. All rights reserved Page 80 of 85
Starweaver for Business Course Catalogue Fall 2021 Yield Curve Dynamics Core | 3 hours 10 minutes Instructor: Doug Carroll This comprehensive course will cover a variety of issues relating to yield curves, their construction, and their use in a variety of analytical applications to assess risk and return. The course consists of 19 lectures among 5 sections, including topics within: Introduction to Yield Curves Duration and its Applications The Level of Rates and Shape of the Yield Curve Spot Rates and Forward Rates Total Return Analysis https://go.starweaver.com/courses/yield-curve-dynamics © Starweaver Group, Inc. All rights reserved Page 81 of 85
Starweaver for Business Course Catalogue Fall 2021 Full Stack Development A High-Level View of The Angular Framework Core | 50 minutes Instructor: Yakov Fain The Angular framework is a re-write of popular framework AngularJS (and rename of Angular 1 and 2). This course covers the important differences for your HTML and CSS approach; introduces various requirements and testing strategies; explains refactoring expectations for your early technology architecture; shows how and why the newest version of Angular performs better than AngularJS; and discusses how Angular is now simpler to write and read, and easier to learn. Angular is a platform and framework for building single-page client applications using HTML and TypeScript. Angular is written in TypeScript. It implements core and optional functionality as a set of TypeScript libraries that you import into your apps. The architecture of an Angular application relies on certain fundamental concepts. The basic building blocks of Angular are NgModules, which provide a compilation context for components. NgModules collect related code into functional sets; an Angular app is defined by a set of NgModules. An app always has at least a root module that enables bootstrapping, and typically has many more feature modules. Components define views, which are sets of screen elements that Angular can choose among and modify according to your program logic and data. Components use services, which provide specific functionality not directly related to views. Service providers can be injected into components as dependencies, making your code modular, reusable, and efficient. Modules, components and services are classes that use decorators. These decorators mark their type and provide metadata that tells Angular how to use them. The metadata for a component class associates it with a template that defines a view. A template combines ordinary HTML with Angular directives and binding markup that allow Angular to modify the HTML before rendering it for display. The metadata for a service class provides the information Angular needs to make it available to components through dependency injection (DI). An app's components typically define many views, arranged hierarchically. Angular provides the Router service to help you define navigation paths among views. The router provides sophisticated in-browser navigational capabilities. https://go.starweaver.com/courses/a-high-level-view-of-the-angular-framework- Advanced JavaScript Core | 2 hours 45 minutes Instructor: Sahil Khosla You have completed many tutorials on JavaScript and have been using it for a while, whether for work or personal projects. But you still feel that your core JavaScript knowledge is limited, and it is holding you back. You are uncomfortable whenever you come across code that uses apply/call/bind, prototypes, closures, promises, async/await, IIFEs, etc. This training focuses on many such concepts, which are often not covered in intro tutorials, but which are essential to becoming an expert JavaScript © Starweaver Group, Inc. All rights reserved Page 82 of 85
Starweaver for Business Course Catalogue Fall 2021 developer. In addition, you will learn how to apply these concepts in real-world projects and publish your own library on npm. https://go.starweaver.com/courses/advanced-javascript Amazon Honeycode Core | 5 hours Instructor: John Bura Amazon Honeycode is a fully managed service that allows you to quickly build mobile and web apps for teams—without programming. Build Amazon Honeycode apps for managing almost anything, like projects, customers, operations, approvals, resources, and even your team. This course jumps you into a use case for Honeycode so you know how it works and how it can be applied practically. https://go.starweaver.com/courses/amazon-honeycode Full-Stack React in 60 Minutes Core | 1 hour 15 minutes Instructor: Shaun Wassell Most developers are used to working on only one part of a web application - the front- end, back-end, database, or ops. In the past this made sense, since each piece of a web- application was written in a different programming language and required a lot of platform-specific knowledge to work on effectively. However, this is no longer the case. With the rise of technologies such as React, Node.js, MongoDB, JavaScript developers are now capable of creating, publishing, and managing entire web applications on their own. Of course, this requires developers to understand all the key concepts behind full- stack development. Some of the topics that will be covered in this course include: How to create a front-end using React? How to set up a server using Node.js? How to effectively communicate between the front- and back-end? https://go.starweaver.com/courses/full-stack-react-in-60-minutes Functional Programming with JavaScript Core | 4 hours Instructor: Shaun Wassell This course covers the foundations of functional programming with JavaScript. It introduces you to the functional programming paradigm where you principally construct and structure your code using functions. It explains the purpose and value proposition delivered by functional programming and why so many companies are moving toward functional programming as a means of creating more robust software. Because JavaScript has many functional features, it serves as a great introduction to the functional paradigm. The course will cover the basics, such as higher-order functions and closure, and then move on to mid-level topics such as JavaScript’s array methods (.map(...), .filter(...), etc.) and callbacks, and finally on to advanced topics such as © Starweaver Group, Inc. All rights reserved Page 83 of 85
Starweaver for Business Course Catalogue Fall 2021 currying and recursion. https://go.starweaver.com/courses/functional-programming-with-javascript Introduction to React and Redux Core | 5 hours 30 minutes Instructor: Vinod Kumar Kayartaya What's this course about? Learn React and Redux by coding examples. Learn all aspects of the most popular JavaScript framework today using simple but very powerful examples. For a long time, JavaScript has been the key element of the world wide web. Historically, it's been used for front end validations, dynamic menus, making some AJAX requests etc. But things have changed since the introduction of Single Page Applications (SPAs). The first major such framework was Angular (1.x) from Google, which eventually made way to the new Angular 2, which now is called just Angular. Angular is a very complete framework addressing each and every issue that an application needs. Developers at Facebook released a completely different kind of framework called React (or ReactJS), which uses a combination of plain JavaScript and HTML elements (in XML syntax), called JSX. Unlike the Angular framework, this one simply addresses the View part of MVC. The main goal of a React application is to breakdown the entire web application into a bunch HTML-like elements called Components. A component defines the visual appearance of your UI, while converting the data it holds into user interface elements. Using these components, you can quickly develop amazing and powerful web apps. These components are completely reusable. This course will start from ground zero and explain what exactly React is and how you may use it (and for which kind of apps). Thereafter, we'll go all the way from basic to advanced. We'll not just scratch the surface but dive deeply into React as well as popular libraries like react-router and Redux. By the end of the course, you can build amazing React applications! https://go.starweaver.com/courses/introduction-to-react-and-redux jQuery Essentials Core | 2 hours 40 minutes Instructor: Shaun Wassell jQuery is a time-tested tool for making web pages interactive. When developers think about front-end development, they think of frameworks, like React. But for everyday use cases, learning React or Angular just to make webpages interactive would be like using a bulldozer to move a handful of rocks. The fact is that most developers aren’t going to be building huge, intricate web applications with millions of users, so learning an entire front-end framework can be overkill. jQuery, on the other hand, provides a straightforward way to do nearly all of these things. It covers how JavaScript developers how to use jQuery to create interactive web pages and how jQuery can help you handle web page events such as clicks, typing, and more in an easy, intuitive way. https://go.starweaver.com/courses/jquery-essentials © Starweaver Group, Inc. All rights reserved Page 84 of 85
Starweaver for Business Course Catalogue Fall 2021 React Immersion for Beginners Intermediate | 4 hours Instructor: Shaun Wassell This course aims to provide you with a solid foundation in creating modern web applications using the latest version of React. You’ll start off by learning basic React syntax and the architecture of a React web application, working your way through progressively more advanced concepts until you reach a very deep level of understanding. By the end, you’ll not only have a firm grasp on what it takes to build a full-scale React application, but also the best practices to follow when doing so. This will ensure that the end result of any further React-related endeavors will be not only an application that works, but one that is highly performant and maintainable. https://go.starweaver.com/courses/react-immersion-for-beginners © Starweaver Group, Inc. All rights reserved Page 85 of 85
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