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E-LEARNING SOLUTIONS SUMMARY
Your employees will receive a more effective learning experience with flexible and adaptable learning that’s personalised to their ability and areas of development.
With over 50 e-learning modules to choose from, learners leverage from a range of both technical and professional skills, including accounting, data science and ESG, to presentation, communication and project management.
Because we learn by doing, each of the modules across the platform is based on the principles of Situated Cognition Theory which connects learning to activities, events and social situations. Learners are immersed in activities that mimic real-world situations that employees can experience daily.
overcoming LEARNING barriers
Alpha Ability+ addresses some of the key challenges that prevent learners from absorbing content. We understand that there’s a limit to a learners ability when it comes to processing new information. With this in mind, our e-learning platform has been designed to:
- reduce a learners cognitive load
- put the learner in control
- encourage active participation, and
- focus on each individuals’ strengths and areas of development through targeted learning.
How? Through the following features, learners can overcome challenges including learner motivation, time restraints and accessibility:
LEARNER MOTIVATION
Learners can engage and immerse themselves in the subject matter through a mix of scenarios, assignments and videos.
BITE-SIZED LEARNING
Learners can access bite-sized e-learning courses (leveraging micro-learning) whenever they want.
ACCESSIBILITY and ease
The intuitive and simplistic design is available on a wide range of devices and platforms and are easy to navigate.
CONTINUOUS SUPPORT
Social learning aid tools such as ‘Ask an Expert’ gives learners additional support for complicated questions or concerns.
REAL-WORLD IMPLICATIONS
Scenarios and exercises help learners apply what they’ve learned into their roles, so they can see the value of the course.
“One of the best Accounting training courses I’ve done. I love the Excel exercise files.”
Graduate at an investment holding company, Singapore
EASE OF LEARNING
- Bite-sized videos: lessons by ex-industry practitioners,
- Exercises: financial services relevant exercises, scenarios and assignments that support learning application,
- Quizzes: quick knowledge checks to support a personalised learning experience,
- Discussion forum: peer collaboration activities and tools that support group thinking and learning,
- Ask an expert: a forum for learners to raise questions and connect with a global network of subject matter experts,
- Digital badges: leveraging the world’s largest digital credential network provides learners with verified transferable credentials and creates a culture of recognition.
“Wow, you really exceeded our expectations. You were able to deliver on what you promised, and more.”
Director of Organisation and Talent at an investment holding company, Singapore
FINANCIAL MARKETS FUNDAMENTALS PATHWAYs
The following are the first of over 50 e-learning modules that we’ll be launching throughout 2021. Click on on each pathway to find out more.
INTRODUCTION TO FINANCIAL MARKETS
Learning Duration
2 hours
Includes
8 Learning Videos
8 Knowledge Checks
8 Learning Assignments
Unit 1: ROLE AND PURPOSE OF FINANCIAL MARKETS
- Define the purpose of Financial and Capital Markets
- List and categorise typical market participants
- Describe and compare market components and instrument categories.
Unit 3: NAVIGATING THE INDUSTRY PARTICIPANTS NEEDS AND HORIZONS
- Recognise Investors primary requirements
- Understand differences in participant approaches and needs
- Scrutinise the needs of some typical investor types.
Unit 5: CORPORATES IN ECM AND DCM
- Identify primary versus secondary markets
- Evaluate Bond Risk against reward
- Understand primary equity issuance, including IPOs and rights issues
Unit 7: REGULATION IN FINANCIAL MARKETS – BANKS & BASEL III
- State the objectives of Regulation in Financial Markets
- Appreciate the need for these regulations
- Summarize Basel III and Capital Rules
Unit 2: HOW BANKS MAKE MONEY IN THE FINANCIAL MARKETS
- List a variety of revenue streams for banks
- Examine some of these sources of money
- Summarise the changing business model for banks.
Unit 4: NAVIGATING THE INDUSTRY INSTITUTIONS AND CORPORATES
- Summarise two broad types of investment manager
- Describe the governance and workflow of an investment manager
- Explain the corporates’ need for capital and the costs incurred.
Unit 6: TRADING PLATFORMS AND ORDER EXECUTION
- Describe what makes a successful and efficient equity market
- Classify different types of order in an electronic market
- Explain the difference between exchange and OTC trading.
Unit 8: FINANCIAL MARKET RISKS
- Name a wide array of risks in financial services
- Review how risk might be managed
- Understand Value at Risk (VAR).
ECONOMICS FOR FINANCIAL MARKETS
Learning Duration
2 hours
Includes
8 Learning Videos
8 Knowledge Checks
8 Learning Assignments
Unit 1: GDP AND GROWTH
- State basic economics principles and government goals
- List and explain the constituents of GDP
- Summarise GDP measures and concerns
Unit 3: UNEMPLOYMENT
- Explore unemployment definition and types
- Evaluate unemployment measures and data
- Study economic influences on and by unemployment.
Unit 5: MONEY CREATION AND MONEY SUPPLY
- Describe the methods of money supply control
- Examine the effect of money supply changes
- Explore the role of quantitative easing.
Unit 7: FISCAL POLICY GROWTH AND DEFICITS
- Describe Fiscal policy principles
- Examine spending, taxes and budget deficits
- Monetary and Fiscal policy interdependence.
Unit 2: INFLATION
- Evaluate the causes of inflation
- Describe the different ways of measuring inflation
- Interpret inflation in relation to other economic measures.
Unit 4: CENTRAL BANKS AND THEIR POLICY ROLE
- Define the main government economic goals
- Recognise the role of central banks in these endeavours
- Compare central bank targets and tools at their disposal.
Unit 6: MONETARY POLICY AND FINANCIAL STABILITY
- Explain monetary stimulus measures
- Describe the process of monetary policy transmission
- Examine central bank mandate similarities and differences.
Unit 8: INTEREST RATES
- Define an Interest Rate
- Summarise different rates and central bank approaches
- Explain how central banks set or influence rates.
ACCOUNTING FUNDAMENTALS
Learning Duration
4 hours
Includes
16 Learning Videos
16 Knowledge Checks
16 Learning Assignments
Unit 1: ACCOUNTING EQUATION, ASSETS & LIABILITIES AND DOUBLE ENTRY
- Describe the Accounting Equation
- Understand the link between profit and equity
- Recognise the purpose of each main financial statement.
Unit 3: TRANSACTIONS
- Recognise the properties of a bond
- Price a coupon bearing bond from a yield
- Describe how a yield curve is generated.
Unit 5: INCOME STATEMENT STRUCTURE
- Understand above and below the line
- Think about equity and enterprise value
- Understand the components of ‘the bridge’.
Unit 7: INCOME STATEMENT – DEPRECIATION
- Calculate the depreciable amount
- Think about appropriate useful life assumptions
- Consider straight line, accelerated and usage methods.
Unit 9: INCOME STATEMENT – EARNINGS PER SHARE
- Define EPS
- Calculate the relevant earnings figure
- Time weight the number of shares.
Unit 11: BALANCE SHEET: WORKING CAPITAL DEFINED
- Define positive and negative working capital
- Define working capital and operating working capital
- Understand the concept of the cash conversion cycle.
Unit 13: BALANCE SHEET ASSETS, INVESTMENTS AND ASSOCIATES
- Analyse non-current assets
- Calculate goodwill
- Understand the presentation of debt.
Unit 15: CASH FLOW STATEMENT – OPERATING, INVESTING AND FINANCING FLOWS
- Identify operating, investing and financing cash flows
- Use the cash flow rules for assets
- Use the cash flow rules for liabilities and equity.
Unit 2: BALANCE SHEET 101
- Understand the structure of a Balance Sheet
- Define assets and the major categories of assets
- Define liabilities and equity and the major categories of these.
Unit 4: ACCRUALS
- Define a transaction and understand how they affect the Balance Sheet
- Recognise which transactions change or don’t change total Balance Sheet size
- Understand the difference between cash-based and accruals-based accounting.
Unit 6: INCOME STATEMENT – REVENUES & OPERATING EXPENSES
- Analyse revenue growth, quality and volatility
- Allocate costs to revenue costs and capital costs
- Calculate margins for the Operating business.
Unit 8: EBITDA
- Identify exceptional items
- Construct an analytical Income Statement
- Calculate EBITDA from the bottom up.
Unit 10: INCOME STATEMENT – RETURNS
- Understand the relationship between margins and returns
- Define RoCR, RoIC, RoA and RoE
- Calculate key returns.
Unit 12: BALANCE SHEET: ANALYSING WORKING CAPITAL
- Calculate receivables days
- Calculate inventory and payables days
- Calculate and interpret the cash conversion cycle.
Unit 14: BALANCE SHEET EQUITY
- Identify the components of equity
- Interpret the Statement of Changes in Equity
- Identify which reserves can be distributed.
Unit 16: CASH FLOW STATEMENT – BUILDING THE CASH FLOW STATEMENT
- Use Balance Sheet data for the Cash Flow Statement
- Incorporate Income Statement and SoCiE information
- Produce simple Cash Flow Statement.
ESSENTIAL MATH FOR FINANCIAL MARKETS
Learning Duration
2 hours
Includes
8 Learning Videos
8 Knowledge Checks
8 Learning Assignments
Unit 1: DISCOUNTING AND COMPOUNDING (PV AND FV)
- Time Value of Money
- Compounding and Discounting
- Calculate Forward and Present Values of cash amounts and flow.
Unit 3: BOND PRICE GIVEN YIELD AND YIELD GIVEN PRICE
- Recognise the properties of a bond
- Price a coupon bearing bond from a yield
- Describe how a yield curve is generated.
Unit 5: NORMAL DISTRIBUTION AND STANDARD DEVIATION
- Recognise the need for distribution theory
- Define and calculate standard Deviation and Variance
- Compare and contrast skewed distributions.
Unit 7: LOAN AMORTISATION
- Understand amortisation principals
- Rearrange the annuities formula to solve for payments on an amortising loan
- Use this formula to construct an excel payment schedule.
Unit 2: NOMINAL AND EFFECTIVE INTEREST RATES
- Explain the difference between Nominal (BEY) and Effective Rates
- Use PV, FV and Annuity Formulas to perform calculations
- Translate Bond Effective Yields to a number of payments per year.
Unit 4: MEANS AND GEOMETRIC MEANS (MODE & MEDIAN)
- Define and calculate each of Mean, Median and Mode
- Appreciate the value of Weighted Averages
- Calculate the Geometric Mean of a set of percentage returns.
Unit 6: IRR RETURNS
- Examine the NPV and IRR relationship
- Work through a cast study example for IRR
- Explore the limitations of IRR.
Unit 8: CORRELATION
- Understand Correlation principles
- Calculate Covariance and Correlation
- Summarise the importance of correlation calculations in Financial Markets.
MS EXCEL: GETTING STARTED
Learning Duration
4 hours
Includes
16 Learning Videos
16 Knowledge Checks
14 Learning Assignments
Unit 1: NAVIGATING EXCEL
- Work with spreadsheets, worksheets and workbooks
- Familiarise yourself with the Excel interface
- Use keyboard navigation.
Unit 3: SHORTCUTS
- Selecting rows and columns using shortcuts
- Selecting and navigating a range of cells using shortcuts
- How to use other time saving shortcuts.
Unit 5: FORMULAS BASICS
- Identify the key elements of an Excel formula
- Create formulas in Excel
- Use mathematical operators in Excel.
Unit 7: LOOKUP FUNCTIONS
- Use the VLOOKUP function
- Use the MATCH function
- Use the INDEX function.
Unit 2: CUSTOMISING THE TOOLBAR
- Work with the Excel Ribbon and Quick Access Toolbar
- Customise the Quick Access Toolbar
- Work more efficiently with Excel.
Unit 4: FORMATTING
- Format numbers and borders
- Remove gridlines and freeze panes
- How to use formatting shortcuts.
Unit 6: FORMULA REFERENCING
- Use relative referencing
- Use absolute referencing
- Name cells and ranges
Unit 8: LOGICAL FUNCTIONS
- Use the IF function
- Use the AND and OR functions
- Use the IFERROR function.
WORKING WITH US
All of our programmes and platforms are designed with the learning journey of your employees in mind and can be further tailored to suit your overall business and departmental goals.
If you want to give your early career employees a more effective learning experience with flexible and adaptable learning that’s personalised to their ability and areas of development, and provide them with a range of both technical and professional skills through learning activities that mimic real-world situations, get in touch.
