UNC Capital Markets Certificate

100 Days, Endless Benefits

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UNC Capital Markets Certificate

▪ The online certification program includes three courses designed to prepare and position students and working professionals for success in the financial services industry:

▪ Course 1: Introduction to Capital Markets▪ Course 2: Fixed Income Markets▪ Course 3: Foreign Exchange Markets

▪ Each of the three courses takes an average of 12 hours to complete and students will spend approximately 50 hours to complete the entire UNC certification program, including preparation for the final exam.

UNC Capital Markets

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INTRODUCTION TO CAPITAL MARKETS

FIXED INCOME MARKETS

FX MARKETS

WEEK 1 Macroeconomic environment and capital markets, stocks & economic environment:

Money Markets Introduction to the Foreign Exchange market:

WEEK 2 Role of key players in financial markets

Bond markets Discounting cash flows

WEEK 3 Options Pricing FX OptionsWEEK 4 Fixed Income Products,

Discounting cash flowsFixed income derivatives The Greeks

UNC Capital Markets 12 Week Outline

Introduction to Capital MarketsStudents will develop an understanding of how capital markets are organized, the roles of key players and the mechanics of financial products – including stocks, bonds and options – that are needed to make informed investment decisions.

UNC Capital Markets Certificate Course 1

FacultyStephen L WeissFounder and Managing Partner of Short Hills Capital Partners, LLC, a fund of hedge funds. SHCP invests in long/short equity hedge funds on behalf of qualified investors and institutions. As a CNBC Contributor, he appears regularly on the Halftime Report

Shelly LombardSpent more than two decades on Wall Street working at some of the world’s preeminent financial institutions, including Barclays, Citi, Drexel Burhnam Lambert, and Chase Manhattan Bank.

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Fixed Income MarketsStudents will develop an understanding of how the primary bond markets are organized and the roles of key players, learn the primary uses of money market products and bonds, and develop an understanding of new bond issues.

UNC Capital Markets Certificate Course 2

FacultyGreg BrownSarah Graham Kenan Distinguished Scholar and Professor of Finance at UNC Kenan Flagler, where he teaches corporate finance, financial derivatives and macroeconomics. His research centers on financial risk and the use of financial derivative contracts as risk management tools.

Alex ArapoglouProfessor of risk management and applied investment management UNC Kenan-Flagler. Mr. Arapoglou served as treasurer and head of risk management worldwide for Mizuho Capital Markets Corporation

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Foreign Exchange (FX) MarketsStudents will learn essential FX trading terminology and develop an understanding of regulations, market instruments and the mechanics and uses of FX derivatives, as well as valuation techniques.

UNC Capital Markets Certificate Course 3

FacultyChristian LundbladEdward M. O’Herron Distinguished Scholar and Professor of Finance at the UNC Kenan-Flagler Business School. His research spans asset pricing and international finance, with a specialization in emerging market development. Dr. Lundblad served as a financial economist at the Federal Reserve Board in Washington, D.C., where he advised the Board of Governors on international financial market developments.

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UNC Capital Markets: Sample Asynchronous Format

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UNC Capital Markets: Sample Synchronous Format

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“If you would like a deeper understanding of the mechanics - the who, what, why, where, when, how - of financial markets, this is a great program.” Benjamin Mark, Cohort 2

“It is a well organized manner to understand all relevant issues of modern financial markets. And it is very practical and useful for those who run personal portfolios.“ José Gonzaga Rosa, Partner at PKF Portugal Cohort 2

" I sponsored the program for my team. While it's definitely not an easy program, we all learned a lot and enjoyed the format. The new knowledge is already paying dividends." Steven Kennedy, Group Vice-President Capital Markets Information Technology, SunTrust Bank

We have enjoyed our partnership with FFI and UNC Kenan-Flagler and look forward to seeing the program develop over the next few years.“Clair-Gabriel Peyronnet, Head of Middle Office Operations, Societe Generale

“Topics are presented in a more practical way than with most courses, and real world examples presented in the videos make learning the material easier. “K.B. Cohort 2

“The web portal was extremely well done and made for a very easy user experience. Would certainly recommend.” R.G. Cohort 2

“Great explanations on topics that are not so easy.“ V.V. Cohort 3

▪ Course 1: Introduction to Capital Markets▪ Course 2: Fixed Income Markets▪ Course 3: Foreign Exchange Markets

▪ Each of the three courses takes an average of 12 hours to complete (five hours per week for each four-week course). Students will spend approximately 15 hours to complete the entire UNC certification program, including preparation for the final exam.

UNC Capital Markets - Testimonials

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UNC Capital Markets - Company Enrollments

Key Dates:• Cohort 5 begins on September 6th, 2016 and runs until December 5th,

2016

Cost:

Individual Price

$ 2,750

Corporate Packages

6-10 $2,250

11-24 $2,000

25+ $1,500

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The total cost includes 50-hours of learning.

Includes:

• Three required courses• Printable learning aids• Printable course summaries• Unlimited access to qualified

teaching assistants

UNC Capital Markets: Next Cohorts & Pricing

UNC Capital Markets Sample Schedule

▪ Typical schedule for the Certificate

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Adam Ring FIRST FINANCE Institute - 212-321-7095, ring@first-finance.netJIm Britton UNC Kenan-Flagler Business School - 919-962-3648, Britton@unc.eduate in Capital Markets Foundationscapitalmarkets.unc.edu

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