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New York Institute of Finance at
Eckerd College
4200 54th Avenue South
St. Petersburg, FL 33711

(888) 641-6616

New York Institute of Finance

New York Institute of Finance

2012 Classes

New York Institute of Finance South East Region

To Register Call 1.888.641.6616.

New York Institute of Finance (NYIF) offers world-class programs in a world-class setting on the campus of Eckerd College, located in St. Petersburg, Florida.

For over 87 years, New York Institute of Finance has been helping financial services companies and multinational corporations to learn and to lead. Through its parent company, Pearson and its subsidiaries (including the Financial Times), NYIF has unrivaled access to the best financial intellectual capital in the world and have trained over 600,000 business professionals. Public courses offer a broad based curriculum covering all levels, with subjects ranging from accounting for financial instruments to yield curve analysis.

Taught by the best in class industry practitioners, these courses combine academic rigor with an in-depth understanding of how business and finance work in the real world. The New York Institute of Finance understands the financial marketplace because they are part of it!

Included in all our classes are breakfast, lunch and all materials. 

 February 13 - 15, 2012

Credit Portfolio Risk Management
Instructor: Mayra Rodriguez Valladares

This course focuses on credit portfolio risk management techniques, examining several of the models and approaches that have developed in the marketplace. It considers how credit derivatives and other risk mitigation methods can be used in the implementation of a credit portfolio risk management program. There is a discussion of the relationship of credit risk to other risks faced by financial institutions including market risk, operational risk, and liquidity risk.

The course examines these risks and the associated management tools and techniques within the broader context of the Value at Risk (VaR) approach to integrated risk management. VaR is important because it has the support of the banking regulators as an acceptable basis for the development of internal models of risk analysis, the return on capital and capital adequacy. Finally, the course addresses the policy, practice and process issues that need to be part of an integrated risk management program within a financial institution..

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March 13, 2012

Synthetic Options
Instructor: Michael Thomsett

This course examines and demonstrates six specific variations of synthetic positions using options major strategies: synthetic long stock and synthetic short stock.

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March 14 - 15, 2012

Options for Swing Trading
Instructor: Michael Thomsett

The core concepts of swing trading and its inherent risks are introduced as well as the nature of leverage and diversification. Swing traders are naturally limited by the restrictions of portfolio size and the risks of shorting stock. This course is designed to demonstrate practical alternatives to using stock in a swing trading strategy, and to employ a variety of combinations involving options. The entire second day of this two-day course examines the varieties of options strategies as applied to a program of swing trading.

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March 19 - 20, 2012

Technical Analysis
Instructor: Cornelius Luca

This class focuses on both traditional technical tools, such as trend analysis and market momentum, along with more specific approaches, such as Elliot Wave and Gann Analyses. Students learn to choose among these and other key technical approaches in order to produce the most productive trades, given various investment horizons.

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March 21 - 22, 2012

Foreign Exchange Marketplace
Instructor: Cornelius Luca

This course focuses on one of today's most profitable markets - foreign exchange. Students learn in detail what makes these markets tick and how traders and analysts make their decisions.

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April  9 - 10, 2012

Finance Essentials for the Professional
Instructor: Robert Jozkowski

This course provides a basic understanding of financial management. It demonstrates how to read and understand key elements of financial statements and reports. Balance sheets, income statements and cash flow statements are also reviewed, and participants learn how to apply basic finance and accounting principles to budget preparation and analysis.

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April 16, 2012

Introduction to the Wealth Environment
Instructor: Naveen Malhotra

This introduction paints the big picture of the wealth environment and how it cycles through changes. Learn the basics of global economics and how this impacts wealth generation as well as the risks to maintaining wealth in all parts of the world.

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April 16 - May 4, 2012

Wealth Management Program
Instructor: Various Instructors

The New York Institute of Finance's Wealth Management Program captures the best practices and insights fromcorporate thought leaders and wealth management firms. 

This modular suite of classes is designed to prepare client-facing professionals with the knowledge and skills to meet and add value to wealthy individuals and families.

Attend the Wealth Management Program and explore: - Global Economic Impact on Wealth; - Consultative Discussions and Recommendations; - Asset Allocation and Portfolio Optimization; - Lending and Leverage; - Tax and Intergenerational Planning; - Maintaining Good Relationships with Investment Clients.

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April 17 - 18, 2012

Protect Wealth:  International Estate Planning
Instructor: James Donaldson

Explore the complex world of tax and estate planning structures in the US and abroad. Learn client situations requiring formal planning structures and which structures are best under specific circumstances during life and after death. Examine the resulting implications of not planning, and how to have sensitive discussions with clients and prospects.

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April 19 - 20, 2012

Grow Wealth:  Liquidity
Instructor: Patricia Sparacio

Learn the importance of liquidity to wealthy clients and how financial institutions typically meet those needs.

Examine the basics of client credit analysis, loan structures and regulations governing lending in the US and find out how credit is used to leverage other wealth generating instruments.

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April 23 - 24, 2012

Grow Wealth:  Asset Management
Instructor: John Palicka

Explore the basics of portfolio management using traditional asset classes. Learn how to identify appropriate risk and return parameters and how to explain asset allocation, diversification, and portfolio performance to clients.

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April 25 - 26, 2012

Grow/Protect Wealth:  Alternative Investments
Instructor: John Palicka

This two-day course is designed to give those in finance functions a working knowledge of tax law and an appreciation for the impact it has on finance decisions. By developing tax literacy and awareness, participants achieve a better understanding and recognition of tax issues, aiding in their ability to converse with clients, colleagues, and tax professionals about tax-related matters. The course provides an understanding of how tax considerations alter the structuring of business transactions.

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April 27, 2012

Strategic Gold Investing for Professionals
Instructor: John Palicka

Gold offers investment opportunities for investors, traders, and financial engineers. Some feel that one must only ones that may also offer investment opportunities. Preconceived notions on gold may soon be giving in to today against both inflation and fear. Portfolio strategies can benefit from owning gold. Bull and bear traders can profit with unique strategies to benefit from gold’s fluctuations. Financial engineers may replicate or enhance traditional investment strategies with gold. Gold has recently challenged all-time high prices and thus is controversial. It can be the future currency or perhaps the future paperweight.

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April 30 - May 1, 2012

Grow/Protect Wealth:  Derivatives
Instructor: Jorge Amy

Understand the dual purposes of derivatives products for clients – to reduce investment risk as well as to enhance investment performance. Learn how to identify and position individual products to meet specific needs of clients.

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May 2 - 3, 2012

Consultative Selling Skills to Investment Clients
Instructor: Jorge Amy

Learn how to maintain and grow business in an increasingly sophisticated, competitive and volatile market. Learn to speak confidently and compellingly to clients about investments and their individual portfolios, and to build solid, lasting relationships with investment clients.

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May 4, 2012

Winning the Relationship Advantage
Instructor: James Mirenda

Personal differentiation is the key to beating out all others vying for a prospect's business. In Wealth Management, success means coming in first in the customer's beauty contest. Coming in second is practically the same as losing altogether. First place goes to that person who distinguishes him/herself above all others.

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June 18, 2012

Introduction to Financial Risk Mgmt
Instructor: Joseph Onochie

This course examines the evolution of financial risk and the need for risk management, as well as an overview of the various types of risk and risk management instruments.

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June 18 - 22, 2012

Risk Management Suite
Instructor: Joseph Onochie

This comprehensive five-day course surveys the broad area of financial risk management. Using examples draw from the major financial markets as well as exercises and case studies participants will be introduced to the broad area of financial risk management. Students learn how to measure and manage the different types of risks.

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June 19 - 20, 2012

Risk Mgmt for the Debt & Equity Markets
Instructor: Joseph Onochie

Participants will learn to measure and manage financial risk, including interest rate and yield curve risks. They will also be exposed to the traditional approaches to managing risk, as well as the use of derivatives in risk management.

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June 21 - 22, 2012

Risk Management of Derivatives
Instructor: Joseph Onochie

Participants will learn to measure and manage the risk of derivatives.

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August 15 - 16, 2012

Using Candlestick Reversal and Continuation
Instructor: Michael Thomsett

Candlestick charting has grown in popularity due to its exceptional visual attributes. Even so, many chartists and traders do not fully understand how to use candlestick patterns to improve timing or confirm indicates entry and exit points. There are more than 100 distinct reversal, continuation, and other (depending on context) candlestick indicators. This course provides exposure to reversal, continuation, and context patterns and explains how to strategically use them to spot entry and exit points.

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August 17, 2012

Options Timing and Dividends
Instructor: Michael Thomsett

This one-day course examines and describes the methods for timing of entry to both stock and option positions to create maximum compound returns from dividends, while eliminating market risk on stock positions. The strategy involves opening covered call and/or collar positions before dividend ex-date and then accepting or creating exercise immediately afterward. This creates stockholder of record status for a narrow window of time required to earn dividend income. By moving in and out of stock positions every month, the stated annual yield is multiplied by four, creating exceptional dividend returns.

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September 10 - 11, 2012

Fixed Income Markets I
Instructor: Douglas Carroll

Once considered a safe haven, fixed income investing now presents an array of choices for every risk profile. This course gives a comprehensive overview of the fixed income market.

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September 10 - 14, 2012

Fixed Income Suite
Instructor: Douglas Carroll

This modularized suite serves as an essential introduction  to the fixed income markets. It benefits those new to the bond market, as well as those in related areas of the business seeking to expand their knowledge. 

This program is designed to take a comprehensive look at the whole spectrum of the fixed income market. Participants will learn the characteristics of corporate debt, government and asset-backed securities, and convertible stocks and bonds, covering theories, techniques and real-life applications.

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September 12 - 13, 2012

Fixed Income Markets II
Instructor: Douglas Carroll

Continuing on from Fixed Income Markets I, this course examines the evolving products, changing marketplace and growing sophistication of the fixed income market.

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September 14, 2012

Yield Curve Analysis
Instructor: Douglas Carroll

The bond market changes daily. Specifically, the yield curve changes daily. This course addresses these movements which cause changes in investor attitude, the relative value of certain products, and the appeal of certain investments over others.

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October 18 - 19, 2012

Tax Concepts for Finance
Instructor: Paul Kushel

This two-day course is designed to give those in finance functions a working knowledge of tax law and an appreciation for the impact it has on finance decisions. By developing tax literacy and awareness, participants achieve a better understanding and recognition of tax issues, aiding in their ability to converse with clients, colleagues, and tax professionals about tax-related matters. The course provides an understanding of how tax considerations alter the structuring of business transactions.

REGISTER

October 22 - 23, 2012

Finance Essentials for the Professional
Instructor: Robert Jozkowski

This course provides a basic understanding of financial management. It demonstrates how to read and understand key elements of financial statements and reports. Balance sheets, income statements and cash flow statements are also reviewed, and participants learn how to apply basic finance and accounting principles to budget preparation and analysis.

REGISTER

December 3 - 5, 2012

Credit Portfolio Risk Management
Instructor: Mayra Rodriguez Valladares

This course focuses on credit portfolio risk management techniques, examining several of the models and approaches that have developed in the marketplace. It considers how credit derivatives and other risk mitigation methods can be used in the implementation of a credit portfolio risk management program. There is a discussion of the relationship of credit risk to other risks faced by financial institutions including market risk, operational risk, and liquidity risk.

The course examines these risks and the associated management tools and techniques within the broader context of the Value at Risk (VaR) approach to integrated risk management. VaR is important because it has the support of the banking regulators as an acceptable basis for the development of internal models of risk analysis, the return on capital and capital adequacy. Finally, the course addresses the policy, practice and process issues that need to be part of an integrated risk management program within a financial institution.

REGISTER

December 6, 2012

Overview of Basel III
Instructor: Mayra Rodriguez Valladares

Increasingly more banks must comply with Basel III requirements. These regulatory requirements are having a significant impact on banks' risk management, regulatory requirements and compliance, and the use of derivatives. This one-day course is targeted to professionals who need an overview of the key components of Basel III requirements.

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December 7, 2012

Introduction to Credit Derivatives
Instructor: Mayra Rodriguez Valladares

This one day course assumes that participants have no or minimal knowledge of credit derivatives. The instruction is interactive and will involve exercises and articles about recent developments in credit derivatives. Participants will work individually and in teams.

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About NYIF

New York Institute of Finance (NYIF) offers world-class programs in a world-class setting on the campus of Eckerd College, located in St. Petersburg, Florida. For over 87 years, New York Institute of Finance has been helping financial services companies and multinational corporations to learn and to lead. Through its parent company, Pearson and its subsidiaries (including the Financial Times), NYIF has unrivaled access to the best financial intellectual capital in the world and have trained over 600,000 business professionals.