Macroeconomic principles, FSPs, industries and business cycles, and capital markets.
Income statements and balance sheets, cash flow statements, AFS evaluations and corporate transactions.
Risk and return, portfolio construction, collective investments, and alternative investments.
Instruments & Valuation
TVM, equity valuation, fixed income markets and derivatives.
Calculate present and future values, risk and return, conducting valuation models, valuing financial instruments.
Ability to construct a portfolio of investments.
Compare and contrast company performance over time. Build an analyst report.
Create compelling pitch decks using Powerpoint, supported by financial models and valuation analyses.
A global Fortune 500 company whose subsidiaries provide insurance, investment management, and other financial products and services globally.
Cryptocurrency investment specialists that provides a complete range of fund choices for investors who seek diversified exposure in the market.
A capital fund with $100M under management, targeting investment into the SME sector and focused on creating impact in South Africa.
"iX was a truly awesome experience, meshing invaluable finance related experience with adventure, friendship, and new perspectives. I would recommend this to anyone who is not only interested in gaining a deep insight into the world of finance, but also interested in discovering a new city and culture!"
"I can say without question that I was able to get a real valuable experience into what the it’s like to work at an investment firm and the great feeling that comes with presenting something that you had worked hard on over the past few weeks."
"After the intensive four week finance course I felt well equipped for the work that did evaluation and modeling to apply them as needed. We looked into the scalability of the company too. I’m so grateful of my experience working with a South African company in its initial stages."
"I walked into the finance course with very limited Excel skills, and due to the class, I was able to start my internship with a good head on my shoulders and work in Excel on the daily. I'm very thankful to have picked up skills from our amazing teacher, Obeid, during the course."
"Ben, our teacher, made the class a fun environment to learn finance and made the 4 weeks a worthwhile experience. I really enjoyed the fund project, and found it a great way to apply what we had learned."