Financial Training Partners

Helping clients take, manage, and profit from credit risk and debt structuring.


Meeting Your Needs

What’s New?

Around the World!

We continue to see strong demand for risk training in the Americas and around the world.  We recently completed a swing through 6 countries in Asia, and are now busy in Canada, and with several continuing education seminars in the U.S.  While the fundamentals of company analysis and debt structuring are the same everywhere, we are careful to cusomize our seminars for the country and client base of the bankers in each class.

Work With Us

Financial Training Partners is seeking talented finance professionals and trainers to work on ad hoc projects.  Strong knowledge of credit, capital markets, or real estate finance is essential, and training experience is a plus.  If you would like to explore possibilities, click the "contact" button (above right).
Notes on Financial Products and Markets

Note on Market Players
The roles of issuers, investors and intermediaries in the financial markets


•    Issuer types and objectives
•    Investor types and objectives
•    Intermediaries

 

Note on Loan Capital Markets
The structure and use of loan products


•    Line of credit
•    Revolving credit
•    Term loan
•    Institutional term loan
•    Letters of credit

 

Note on Debt Capital Markets
The structure and use of bonds and other capital markets products


•    Bond types and structures
•    Investment grade and high yield bonds
•    144A bonds
•    Commercial paper

 

Note on Securitization
The structure and use of mortgage-backed securities, asset-backed securities and asset-backed commercial paper


•    Securitization market
•    Mortgage-backed securities
•    Asset-backed securities
•    Asset-backed commercial paper

 

Note on Equity Capital Markets
How companies use equity products to satisfy their financing needs


•    Common stock
•    Preferred stock
•    Convertible securities
•    Private equity
•    Mezzanine finance

 

Note on Credit Derivatives
How banks and other lenders use credit derivatives to hedge their credit exposures


•    Credit default swap
•    Credit-linked note
•    Basket products
•    Collateralized debt obligation

 

Note on Money Markets
How issuers and investors use short-term debt


•    Financial institution-issued debt
•    Business-issued debt
•    Government and agency-issued debt
•    Money market rates

 

Note on Foreign Exchange
How companies manage foreign exchange risk


•    Identifying foreign exchange risk
•    Spot market
•    Forwards
•    Swaps
•    Options