Financial Markets Expert Training

Stock Market & Expert Trading Program

Summary
  • Training Objectives
  • The Content of the Training
  • The Strengths of Our School
  • The Success of Our Former Students

TRAINING Financial Markets Expert

The Financial Markets Expert training program This program prepares participants to master the analysis of financial and economic information, assess economic cycles, select financial assets such as stocks and bonds, and monitor portfolio performance. It aims to develop strategic skills in investment decision-making, using advanced analytical tools and recognized valuation models. This training is RNCP certified and delivered by Financia Business School.

Training duration

272 hours 
Formation Trading finançable cpf
logo financia école partenaire Xeilos Trading

RNCP certification 38601 level 7 awarded by Financia Business School

Personalized appointment

TRAINING OBJECTIVES

1. Market Analysis
  • Develop opportunity plans to identify the best investment strategies.
  • Identify financing opportunities on financial markets, taking into account societal and environmental criteria.
  • Calculate the transaction price of financial products using quantitative models to ensure their optimal valuation.
2. Portfolio Management
  • Optimize equity and bond portfolios to ensure a balance between return and risk.
  • Monitor liquidity and credit risks using advanced analytical models.
  • Integrate ESG (Environmental, Social and Governance) criteria into portfolio management.
3. Data Analysis and Tools
  • Designing models for measuring market risks and probabilities of default.
  • Apply methodologies such as VaR (Value at Risk) to simulate extreme scenarios.
  • Use collateral solutions and financial products to mitigate risks.
4. Risk Management
  • Bringing financial operations into compliance with regulatory frameworks (GDPR, MiFID2).
  • Produce extra-financial management reports to integrate ESG criteria into decisions.
  • Managing regulatory and ethical risks while raising employee awareness of a culture of compliance.
The Traders' School

recognized training by the State

Financial Markets Expert Training allows you’obtaining a state-recognized diploma, registered at National Directory of Professional Certifications (*) and France compétences.

(*) Block 1 of the Financial Markets Expert title, NFS code 313, professional certification level 7 registered with the RNCP, decision of 09/02/2024.

THE TRADERS' SCHOOL

XEILOS' STRENGTHS

Xeilos Trading Its aim is to democratize access to finance professions, which are often considered luxury careers. We firmly believe that everyone can unlock their potential and that the field of finance is accessible to all.

Join us to discover that it's possible!

SUMMARY of the Program

Overview of Content and Key Points

The Program

Stock Market & Trading Expert Program

General course

1. Financial and economic study

  • Training & Sources : Understand the economic basics, the cycles, and identify reliable sources of information.
  • Data Collection & Analysis : Monitor economic indicators, analyze trends qualitatively and quantitatively.
  • Interpretation & Strategy : To project future economic phases, understand their impact on investments, develop a strategy and assess the risks.
  • Report & Reassessment Document and present the results, and adjust the strategy.

2. Asset Allocation Strategy

  • Foundations & Analysis : Understanding the economy, sectors, relevant indicators, and analytical tools.
  • Forecasting & Communication : Use predictive models, anticipate risks, and communicate results for strategic adjustment.

3. Investment Identification

  • Fundamentals & Techniques : Use fundamental, technical, and chart analysis to evaluate potential investments.
  • EES criteria : Integrate ethical, environmental and social criteria into the investment strategy.

4. Bond Selection

  • Foundations & Analysis : Understand the characteristics of bonds and risks, evaluate issuers and identify opportunities.
  • Portfolio & Tracking Diversify, create a strategy, and rebalance according to market conditions.

5. Portfolio optimization

  • Risk Analysis & Management : Study the indices, analyze the listed values, and establish a timing strategy.
  • Monitoring & Improvement : Monitor performance, evaluate investments, and continuously adjust the strategy.

6. Business Development

  • Foundations & Consulting : Follow ethical principles, assess risk profiles, and learn to communicate effectively.
  • Conclusion & Follow-up Formalize transactions, plan regular updates, and participate in ongoing training.
The Objectives

The program's objectives

At the end of the program, The learner will identify the different mechanisms of macroeconomics and
its impact on its management decisions.

Sequence 1: Conduct a macroeconomic analysis based on all the information
financial and economic.
Sequence 2: Conduct a sector analysis.
Sequence 3: Selecting the different securities to include in the stock portfolio.
Sequence 4: Selecting bonds using updating tools.
Sequence 5: Monitoring the evolution of stock market and economic values.
Sequence 6: Advising a client on potential value creation opportunities.

Prerequisites

Prerequisites

No prerequisites

TRAINING SUMMARY

Overview of the content and key points

Program Financial markets expert

GENERAL COURSE

Structuring an economic solution dedicated to financial markets

  • Segment client portfolios and establish investor profiles while respecting the GDPR.
  • Structuring tailored investment solutions, including ESG (environmental, social and governance) criteria.
  • Calculate available cash flow and establish financing tables to ensure the profitability of projects.
  • Managing equity and bond portfolios while respecting return and risk objectives.

To quantitatively value a transaction on the financial markets

  • Calculate portfolio positions using quantitative models and determine implied volatility.
  • Develop theoretical valuation models and code them in Python, R or Visual Basic.
  • Optimize valuation algorithms and perform numerical simulations to ensure model integrity.
  • Write methodological notes to document the approaches used.

Measuring and managing financial risks

  • Calculate market risks using VaR (Value at Risk) and simulate extreme scenarios.
  • Measure interest rate sensitivity and establish methodologies to limit balance sheet risks.
  • Apply scoring and analysis methods to assess the probabilities of default of companies.
  • Assessing the creditworthiness of companies and financial institutions based on accounting methodologies.

Managing and controlling operations on financial markets

  • Identify and manage financial products eligible for collateralization, such as green bonds.
  • Ensure compliance of financial operations by respecting regulatory frameworks.
  • Managing business relationships while taking into account regulatory constraints and anti-money laundering objectives.
  • Produce dashboards and calculate real-time positions to manage commercial activity.

The program's objectives

  • Design and structure investment solutions tailored to financial projects.
  • Managing financial portfolios in stocks and bonds, optimizing their return and controlling risks.
  • Develop theoretical valuation models for financial products and write methodological notes.
  • Managing financial risks, including liquidity, credit and market risks, using advanced methods such as probabilities of default.
  • Bringing operations and financial institutions into compliance with current regulatory frameworks.
  • Analyze financial opportunities through ESG (Environmental, Social and Governance) criteria and integrate these criteria into the corporate strategy.

Ready to become a finance professional?

FAQ.

Do you have questions about our trading school? Find all the answers in our FAQ section.

What are the prerequisites for joining the school?

No specific diploma is required to join our trading school.

However, we give preference to profiles that are passionate and motivated by finance and financial markets.

What are the career opportunities after the training?

Our students have access to a wide range of career opportunities in finance such as trader, portfolio manager, financial analyst, or even head of trading floor.