Online Risk Management Courses

Work smarter, solve problems, and make meaningful contributions to your team or organization when you access a diverse collection of on-demand courses developed by Corporate Finance Institute (CFI) and distributed by PRMIA. Finance and banking professionals trained with these courses gain the practical skills and productivity tools to thrive at work, set themselves apart, and advance their careers with confidence.

Analyzing Growth Drivers & Business Risks

Understanding growth drivers and business risks is crucial for business analysis and corporate strategy. This course teaches a top-down approach: analyzing the broader economy, industry, and company. Learn to perform PESTEL analysis and use Porter's 5 Forces to assess supplier power, buyer power, and entry threats.

Asset Classes and Financial Markets

Understanding your work landscape is key to success in financial advisory services. Financial planners and wealth management professionals must thoroughly know financial markets and asset classes. This course provides an overview of financial markets, their functions, significance to the global economy, and the three primary asset classes.

Banking Products and Services

In the Banking Products and Services course, we cover major global banking products and services. Designed for financial analysts, this course explores consumer banking, business banking, investment banking, and corporate finance, helping you decide your preferred banking sector and advance towards becoming a world-class financial analyst.

Behavioral Finance

This course examines how psychology influences financial behavior. It covers decision-making biases and errors affecting financial decisions. We'll explore behavioral finance's impact on markets, delve into common biases like self-deception, cognitive, and emotional biases, discuss their causes, management strategies, and conclude with loss aversion and herding bias.

Commodities Fundamentals
This course offers a comprehensive overview of commodities trading in capital markets. It covers key features and major categories of commodities, their trading in derivatives markets through futures and options, and strategies like hedging, cash and carry arbitrage, monthly rollover, and various spread trading strategies including intramarket, intermarket, and strips.

Corporate Governance
The purpose of corporate governance is to ensure the alignment of interests among stakeholders like management, investors, customers, and employees. This course covers the functions of corporate governance, including risk management, strategic planning, and succession planning. We explore the roles of company management, the board of directors, and strategies for assessing and improving governance performance.

Cryptocurrency Intermediates: Bitcoin Explained
Building on "Introduction to Cryptocurrency," this course delves deeper into Bitcoin, exploring its origin and addressing its main issues: interoperability and scalability. We discuss Bitcoin's potential role in institutional investment portfolios and how mutual funds, pensions, and governments might invest through Bitcoin futures and ETFs, enhancing understanding of its place in the investment landscape.

Cryptocurrency Intermediates: Understanding Ethereum
This course explores Ethereum's origins, purpose, and its distinction from Bitcoin through its support for Smart Contracts and Decentralized Applications (Dapps). We'll delve into Ethereum's unique supply and demand fundamentals, enhancing your appreciation and understanding of the Ethereum network.

Data Science and Machine Learning Fundamentals
This course covers the essentials of data science and machine learning, emphasizing their application in business decisions. It includes examples of regression, classification, exploratory data analysis, feature selection, and engineering. Designed for all levels, it clarifies data science’s role in creating insights and driving business performance.

Economics for Capital Markets
This course focuses on essential economic principles affecting financial markets, emphasizing practical applications over theoretical micro/macro concepts. We'll explore economic events, differentiate between economic releases and indicators, and examine their impact on markets to provide you with actionable insights for financial decision-making.

ESG Disclosure
This course details the critical concepts of ESG disclosure, emphasizing its importance in financial decision-making and competitive corporate performance. It covers high-quality disclosure characteristics, investor and public reporting frameworks, and emerging trends in ESG reporting. We explore both quantitative and qualitative disclosure methods, their use cases, objectives, and impacts.

ESG Fundamentals
This course enhances critical thinking skills for handling ESG issues across financial sectors. We'll revisit key ESG concepts, delve into systems thinking, and assess materiality to identify risks and opportunities for stakeholders. The course concludes with evaluating corporate ESG actions and building an ESG scorecard using example client directives.

Foreign Exchange Fundamentals
This course provides foundational knowledge of the foreign exchange (FX) markets, covering historical development, various exchange systems, key market participants, foreign exchange platforms, and related regulations. You'll gain a comprehensive understanding essential for navigating and participating effectively in the FX markets.

Fundamentals of Credit
This course on credit covers the role of credit for individuals and businesses, discussing traditional loans, trade credit, various interest types, collateral security, and amortization schedules. It includes an overview of the 5 Cs of Credit framework, qualitative assessment tools, key financial ratios for evaluating creditworthiness, and career opportunities for credit professionals.

Introduction to Banking
This introductory course on banking provides fundamental knowledge about the industry, exploring different financial institutions, their products, and services tailored to specific customer groups. We delve into bank financial statements to understand revenue generation and conclude by discussing common career paths within various banking sectors.

Introduction to Capital Markets
This course provides a comprehensive overview of the industry and explores key career opportunities in the sell-side and buy-side sectors. It includes practical insights through day-in-the-life scenarios, detailing core competencies and personality traits for success. The course guides focused career research, helping you understand the industry structure, its functions, and identifying suitable career paths.

Introduction to Cryptocurrency
This Introduction to Cryptocurrency course provides a comprehensive overview, establishing your understanding of blockchain fundamentals including digital keys, hash functions, and how they're utilized in cryptocurrencies. Learn through a real-world Bitcoin transaction and different types of crypto wallets. By course end, you'll grasp the essence of cryptocurrencies and their underlying technology compared to fiat money.

Introduction to ESG
This course offers an overview of Environmental, Social, and Governance (ESG) frameworks, emphasizing their increasing importance to institutional investors and their role in risk management. It explores how ESG factors affect stakeholders and guide board-level discussions, examines corporate pressures, and aligns stakeholder expectations with business success. Additionally, it applies ESG theory in a practical case study.

Math for Finance Professionals
This Financial Math course equips finance professionals with foundational skills to analyze data, manage risks, and assess investments. It covers compounding and discounting cash flows with simple and compound interest, introduces nominal and effective rates, and applies these to real-world finance scenarios. Key statistical concepts for performance and risk management are also explored, emphasizing practical application through Excel and Reuters tools.

Portfolio Management Fundamentals
This course demystifies portfolio management, detailing the roles and processes of portfolio managers, including traditional and non-traditional strategies and investment approaches. It explores how managers vary by stakeholders, risk tolerance, and investment goals. Learn portfolio construction, client mandates, and performance measurement to assess a potential career in this sought-after buy-side role.

Presentation of Financial Information
This course on Presentation of Financial Information trains financial analysts to create impactful, high-quality financial presentations. It covers best practices and key elements of effective presentations, emphasizing the importance of not only creating robust financial models but also communicating their outputs and results clearly and concisely.

Prime Services and Securities Lending
The Prime Services and Securities Lending course offers insights into how prime services support hedge funds and how securities lending facilitates stock shorting. Learn about prime brokers' roles, including investor attraction, leverage provision, margin maintenance, and real-time reporting. Understand securities lending, distinguishing roles of short-sellers and stock lenders, and analyze short-selling using key equity metrics.

Reading Business Financial Information
The "Reading Business Financial Information" course trains credit analysts to effectively review credit applications by examining key financial statements—balance sheet, income statement, and cash flow statement. Explore their interconnections, different accountant reports, business tax returns, and use this data to calculate and interpret crucial credit-related ratios for making informed credit decisions.

Reading Financial Statements
A thorough knowledge of financial statements and company reports is crucial to becoming a world-class financial analyst. In this course, learn how to read and understand financial statements. We use real company annual reports and financial statements to better understand and analyze the financial strength of a company and help us make more informed decisions.

Risk Management and Insurance Planning
Risk management and insurance play crucial roles in creating a comprehensive financial plan. While we all hope not to face major tragedies – the death of a spouse, an injury that prevents working, or a major health crisis – planning for them helps best protect the interests of the client, their family, and any business interests they may have.

Spot Foreign Exchange
This introductory course on foreign exchange (FX), focusing on spot foreign exchange, covers the fundamental knowledge you need to know about the FX markets. You will learn about currency conventions, the trade mechanics of FX, how to quote bid/offer rates and calculate cross rates, and various strategies and risks associated with trading FX.

Statistics Fundamentals
Statistics Fundamentals introduces the foundational concepts needed to run a statistical test and interpret the results. We will overview the landscape of statistics exploring descriptive statistics and various approaches to inferential statistics. You’ll learn not only the types of approaches but also why we need different approaches and how data scientists go about selecting the best approach.

Trading Using Technical Analysis
This Trading Using Technical Analysis course provides an overview of the technical analysis tools most widely used by traders and investors. We will analyze trends and trading volumes and demonstrate how to use various tools to identify bullish and bearish signals in the capital market.