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所在平台: Udemy |
课程主页: https://www.udemy.com/course/corporate-actions-fundamentals/
课程评论：没有评论
**课程名称：** 公司行为 (Corporate Actions) **学习目标：** 本课程旨在帮助学员快速、高效地理解公司行为的根本知识，并掌握相关的关键概念和词汇。课程结束后，学员将获得由公司行为专家颁发的证书。 **讲师背景：** Pearse Carney 拥有超过25年的公司行为领域经验，曾在FIS Gobal、Brown Brothers Harriman、Fidelity Investments等知名机构担任重要职位，在T+2行业倡议中担任项目负责人。他从运营和软件开发两个角度深入理解公司行为，并以此为基础提供独特的教学方法。 **课程特色：** * **实战案例：** 结合苹果、奈飞、星巴克等知名公司的真实案例，为学员提供相关性和深度，帮助更快掌握概念。 * **结构化教学：** * 每节课开头介绍学习目标。 * 讲师讲解事件背景和功能，并提供可下载的PDF参考资料。 * 播放公司行为事件的真实世界短视频，为后续讲解铺垫。 * 结合公司官方新闻稿，深入分析事件条款（如现金/股票比率）和关键日期（除权日、记录日等）。 * 通过“假设情景”模拟，解释权益计算方式，例如计算持有100股在事件生命周期内进行买卖的情况下，权益的增减变化。提供可下载的PDF参考资料。 * **互动学习：** 每节课至少包含一个测验，通过对每个答案（无论对错）的详细解释，评估和巩固学员的学习成果。 **谁适合学习：** 无论您是出于职业发展还是个人兴趣，希望深入了解公司行为，本课程都能帮助您在同侪中脱颖而出。
Course Introduction and Overview This course is for you if you are you looking for a highly-effective and easy way to understand the fundamentals of Corporate Actions. You will quickly gain a firm grasp of the key concepts and vocabulary around Corporate Actions.You will also earn a certificate on completion of this course from a recognized Corporate Actions expert.During the past 25 years Pearse Carney has worked at various organizations such as FIS Gobal, Brown Brothers Harriman, Fidelity Investments (Ireland), SunLife Information Services, Information Mosaic (now IHS Markit), Fidelity Investments (USA) as Principal Systems Analyst (Technology) where he was Project Lead from a Corporate Actions perspective for their T+2 Industry Initiative.Throughout his career Pearse has gained a deep understanding of Corporate Actions from both an operations as well as a software development perspective. This enables him to bring a unique and distinct approach to delivering a Corporate Actions course.Whether you are looking to take a Corporate Actins course for professional or personal reasons this course will set you apart from your peers.How the course is delivered:We use real World examples of recent Corporate Actions announced by recognizable companies such as Apple Corp, Netflix and Starbucks. Doing so creates relevance and context and helps the learner grasp concepts quicker and with deep meaning.Each Corporate Action Type is explained as follows:Participants are introduced to the objectives of each lectureThe instructor then explains the background and function of the particular event type in focus. There is an accompanying PDF to this section which the student can download and keep as a handy reference. Participants view a short custom video of a real World Corporate Action Event. This sets the stage for the next step.The instructor discusses the terms of the event by referencing the company's own official press releases - typically located in the Investor Relations section on the company's website. Of importance and interest here is a discussion on the events critical dates (Ex-date, Record Date etc) and terms such as cash and / or stock rates. The instructor the runs through a set of "what if" scenarios to explain how entitlements are calculated. For example we assume you own 100 shares on the events announcement date and then execute a number of trades (buys & Sells) during the events lifecycle. The instructor explains how some of these trades can increase or decrease your entitlement and why they do so. There is an accompanying PDF to this section which the student can download and keep as a handy reference.Each lecture has a minimum of one quiz designed to assess your learning and enhance it further given that each answer (whether correct or incorrect) is explained. I look forward to seeing you inside!Best,Pearse Carney.
