Course Schedule
& Registration

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OPTED-IN MEMBERS.

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***Course schedule subject to change without notice.***

Training Course Schedule Fall 2020

Bloomberg: Intro to Bloomberg

This module provides an introduction to options (calls/puts), futures, and derivatives and the fundamental Bloomberg screens to help implement different strategies.

Instructor
Course Date & Time
Time Length
Hassan
El-Essawi
Sept. 21, 2020 | 6:00 pm - 7:00 pm
1 hour
Jacob Mathon
Sept. 28, 2020 | 6:00 pm - 7:00 pm
1 hour
Hassan
El-Essawi
Oct. 19, 2020 | 6:00 pm - 7:00 pm
1 hour

Bloomberg: Intro to Equity Research

This module provides an introduction to navigating Bloomberg with a focus on key functions and screens that are used in everyday equity research.

Instructor
Course Date & Time
Time Length
Jacob Mathon
Sept. 16, 2020 | 5:00 pm - 6:30 pm
1 hour, 30 minutes
Justine McKenzie
Sept. 22, 2020 | 6:00 pm - 7:30 pm
1 hour, 30 minutes
Hassan El-Essawi
Oct. 01, 2020 | 6:00 pm - 7:30 pm
1 hour, 30 minutes
Jacob Mathon
Oct. 24, 2020 | 2:00 pm - 3:30 pm
1 hour, 30 minutes
Hassan El-Essawi
Nov. 14, 2020 | 12:00 pm - 1:30 pm
1 hour, 30 minutes
Jacob Mathon
Dec. 02, 2020 | 5:00 pm - 6:30 pm
1 hour, 30 minutes

Bloomberg: Fixed Income Analysis

Instructor
Course Date & Time
Time Length
Louay Chauki
Sept. 18, 2020 | 2:00 pm - 3:30 pm
1 hour, 30 minutes
Louay Chauki
Sept. 22, 2020 | 6:00 pm - 7:30 pm
1 hour, 30 minutes
Louay Chauki
Sept. 23, 2020 | 7:00 pm - 8:30 pm
1 hour, 30 minutes
Louay Chauki
Sept. 30, 2020 | 7:00 pm - 8:30 pm
1 hour, 30 minutes
Louay Chauki
Oct. 21, 2020 | 3:30 pm - 5:00 pm
1 hour, 30 minutes
Jacob Mathon
Oct. 26, 2020 | 2:00 pm - 3:30 pm
1 hour, 30 minutes
Louay Chauki
Nov. 20, 2020 | 4:00 pm - 5:30 pm
1 hour, 30 minutes
Louay Chauki
Nov. 28, 2020 | 12:00 pm - 1:30 pm
1 hour, 30 minutes

Bloomberg: Options, Futures, and Derivatives

This module provides an introduction to options (calls/puts), futures, and derivatives and the fundamental Bloomberg screens to help implement different strategies.

Instructor
Course Date & Time
Time Length
Louay Chauki
Sept. 20, 2020 | 2:00 pm - 3:30 pm
1 hour, 30 minutes
Louay Chauki
Sept. 24, 2020 | 7:00 pm - 8:30 pm
1 hour, 30 minutes
Louay Chauki
Sept. 29, 2020 | 67:00 pm - 8:30 pm
1 hour, 30 minutes
Louay Chauki
Oct. 05, 2020 | 3:30 pm - 5:00 pm
1 hour, 30 minutes
Hassan El-Essawi
Oct. 25, 2020 | 2:00 pm - 3:30 pm
1 hour, 30 minutes
Louay Chauki
Nov. 05, 2020 | 5:00 pm - 6:30 pm
1 hour, 30 minutes
Hassan El-Essawi
Nov. 19, 2020 | 6:00 pm - 7:30 pm
1 hour, 30 minutes
Louay Chauki
Nov. 23, 2020 | 7:30 pm - 9:00 pm
1 hour, 30 minutes

Bloomberg: Investment Banking

This module provides fundamental functions for Investment Banking with a focus on M&A and IPOs.

Instructor
Course Date & Time
Time Length
Jacob Mathon
Sept. 25, 2020 | 4:00 pm - 5:30 pm
1 hour, 30 minutes
Justine McKenzie
Oct. 08, 2020 | 4:00 pm - 5:30 pm
1 hour, 30 minutes
Jacob Mathon
Nov. 08, 2020 | 2:00 pm - 3:30 pm
1 hour, 30 minutes
Hassan El-Essawi
Nov. 26, 2020 | 4:00 pm - 5:30 pm
1 hour, 30 minutes

Bloomberg: Intro to Financial Modelling

This module provides an introduction to options (calls/puts), futures, and derivatives and the fundamental Bloomberg screens to help implement different strategies.

Instructor
Course Date & Time
Time Length
Hassan El-Essawi
Sept. 26, 2020 | 2:00 pm - 4:00 pm
2 hours
Jacob Mathon
Sept. 22, 2020 | 4:30 pm - 6:30 pm
2 hours
Jacob Mathon
Oct. 07, 2020 | 6:00 pm - 7:30 pm
2 hours
Justin McKenzie
Oct. 20, 2020 | 5:00 pm - 7:00 pm
2 hours
Hassan El-Essawi
Nov. 09, 2020 | 6:00 pm - 8:00 pm
2 hours
Hassan El-Essawi
Dec. 05, 2020 | 2:00 pm - 4:00 pm
2 hours

Bloomberg: Intro to CapIQ

This module provides an introduction to options (calls/puts), futures, and derivatives and the fundamental Bloomberg screens to help implement different strategies.

Instructor
Course Date & Time
Time Length
Justin McKenzie
Sept. 27, 2020 | 2:00 pm - 3:30 pm
1 hour, 30 minutes
Justin McKenzie
Oct. 02, 2020 | 4:00 pm - 5:30 pm
1 hour, 30 minutes
Justin McKenzie
Oct. 27, 2020 | 6:00 pm - 7:30 pm
1 hour, 30 minutes
Justin McKenzie
Nov. 17, 2020 | 6:00 pm - 7:30 pm
1 hour, 30 minutes
Justin McKenzie
1 hour, 30 minutes
Jacob Mathon

Bloomberg: Intro to Equity Research

This module provides an introduction to navigating Bloomberg with a focus on key functions and screens that are used in everyday equity research.

Instructor
Course Date & Time
Time Length
Jacob Mathon
Oct. 04, 2020 | 2:00 pm - 3:30 pm
1 hour, 30 minutes
Justine McKenzie
Nov. 18, 2020 | 6:00 pm - 7:30 pm
1 hour, 30 minutes

Bloomberg: Investment Strategies

This module provides an introduction to options (calls/puts), futures, and derivatives and the fundamental Bloomberg screens to help implement different strategies.

Instructor
Course Date & Time
Time Length
Hassan El-Essawi
Oct. 06, 2020 | 4:00 pm - 5:30 pm
1 hour, 30 minutes
Louay Chauki
1 hour, 30 minutes
Hassan El-Essawi

Microsoft: Excel 1

In this module you will be introduced to basic Excel tools leading to advanced calculation and data manipulation. Application tools for formula analysis, What-If Analysis and Excel Models build up. Data Manipulation through vlookup statements, linking Excel workbooks and discovering developer tab.

Instructor
Course Date & Time
Time Length
Narayan Subramoniam
Sept. 17, 2020 | 1:00 pm - 3:00 pm
2 hours
Jacob Mathon
Sept. 21, 2020 | 1:00 pm - 3:00 pm
2 hours
Hassan El-Essawi
Sept. 23, 2020 | 6:00 pm - 8:00 pm
2 hours
Narayan Subramoniam
Oct. 01, 2020 | 6:00 pm - 8:00 pm
2 hours
Narayan Subramoniam
Oct. 29, 2020 | 3:00 pm - 5:00 pm
2 hours

Microsoft: Excel 2

In this module you will explore the tools for analyzing data through graphs, creation of interactive graphing tables, and interactive spreadsheets. Application of Nested If Statements, formulas with multiple conditions, filtering and grouping data, and data visual formatting. Recommended to take Excel 1 prior to taking Excel 2.

Instructor
Course Date & Time
Time Length
Narayan Subramoniam
Sept. 23, 2020 | 1:00 pm - 3:00 pm
2 hours
Narayan Subramoniam
Oct. 05, 2020 | 6:00 pm - 8:00 pm
2 hours

Microsoft: Excel Crash Course

This class introduces students to the basic and advanced functions and formulas using excel calculations while working with workbooks and formatting. Covers material in all Excel classes. This course will also prepare you to take the Microsoft Excel Certiport Certification.

Instructor
Course Date & Time
Time Length
Narayan Subramoniam
Sept. 20, 2020 | 1:00 pm - 6:00 pm
5 hours
Narayan Subramoniam
Oct. 24, 2020 | 10:00 am - 3:00 pm
5 hours
Narayan Subramoniam
Nov. 08, 2020 | 1:00 pm - 6:00 pm
5 hours
Narayan Subramoniam
Nov. 21, 2020 | 10:00 am - 3:00 pm
5 hours

Microsoft: Intro to Access

This course will teach you how to create a database from ground up, then building tables, creating queries, form, and reports for the data.

Instructor
Course Date & Time
Time Length
Narayan Subramoniam
Nov. 03, 2020 | 6:00 pm - 8:00 pm
2 hours
Narayan Subramoniam
Nov. 30, 2020 | 12:00 pm - 2:00 pm
2 hours

Microsoft: Intro to Word & PowerPoint

The Advanced Microsoft PowerPoint course will allow you to create creative and professional presentation, customer slideshows with advance transitioning skills, a more efficient approach when utilizing PowerPoint. This course will also teach you about creating and delivering professional documents, linking external sources to document, customizing printing properties, developing a mail merge and form database, as well as other advanced techniques that will optimize your Word experience.

Instructor
Course Date & Time
Time Length
Narayan Subramoniam
Nov. 16, 2020 | 3:00 pm - 5:00 pm
2 hours

Web Design 1

This course is an introduction to HTML and basic CSS. You will learn how to insert and apply formatting to text and images and create links, tables and lists. Students will gain experience with coding in HTML, a language used to construct the basics of a website.

Instructor
Course Date & Time
Time Length
Chandra Keerthi
Sept. 26, 2020 | 2:00 pm - 4:00 pm
2 hours

Web Design 2

A continuation of Web Design 1, this course teaches students to categorize their styling preferences for websites by using structures such as IDs and Classes. The primary focus of this course is to teach students to combine the languages HTML and CSS to create a functional and visually appealing website.

Instructor
Course Date & Time
Time Length
Chandra Keerthi
Sept. 30, 2020 | 3:00 pm - 5:00 pm
2 hours

Intro to Python

Learn the basics of programming with one of the most flexible and popular programming languages. Also used in CP104 and CP114.

Instructor
Course Date & Time
Time Length
Chandra Keerthi
Oct. 06, 2020 | 1:00 pm - 3:00 pm
2 hours
Chandra Keerthi
Nov. 19, 2020 | 6:00 pm - 8:00 pm
2 hours

Excel -- VBA 1

Learn to automate database tasks and record a macro with Microsoft VBA. It is highly recommended that you have taken Excel Advanced I or had equivalent experience prior to taking this course.

Instructor
Course Date & Time
Time Length
Chandra Keerthi
Oct. 20, 2020 | 3:00 pm - 5:00 pm
2 hours

Excel -- VBA 2

This course builds on the skills learned in Excel VBA 1, thus it is required to have taken that course or have prior experience with VBA before taking this course. This is an advanced VBA course.

Instructor
Course Date & Time
Time Length
Chandra Keerthi
Oct. 22, 2020 | 3:00 pm - 5:00 pm
2 hours

Intro to SQL

In the SQL module, you will learn how to communicate with a relational database in Microsoft Access. SQL will teach you to manipulate databases in order to analyze data effectively. By the end of the course, you will be able to use SQL to achieve many of the results found in the Microsoft Access course.

Instructor
Course Date & Time
Time Length
Chandra Keerthi
Sept. 21, 2020 | 3:00 pm - 5:00 pm
2 hours
Chandra Keerthi
Nov. 10, 2020 | 6:00 pm - 8:00 pm
2 hours

Excel VBA Crash Course

Learn to automate database tasks and record a macro with Microsoft VBA. It is highly recommended that you have taken Excel Advanced I or had equivalent experience prior to taking this course.

Instructor
Course Date & Time
Time Length
Chandra Keerthi
Sept. 19, 2020 | 10:00 am - 3:00 pm
5 hours
Chandra Keerthi
Nov. 08, 2020 | 1:00 pm - 6:00 pm
5 hours

Salesforce

In this introductory module, you will learn how Salesforce’s CRM and enterprise applications simplify and organize data for firms of all sizes. Through hands-on exercises using Salesforce’s learning platform, Trailhead, you will learn about the tools, uses, structure, and business value of the Salesforce platform.

Instructor
Course Date & Time
Time Length
Anya Sachedina
Sept. 22, 2020 | 2:00 pm - 4:00 pm
2 hours
Anya Sachedina
Oct. 02, 2020 | 1:00 pm - 3:00 pm
2 hours
Anya Sachedina
Oct. 22, 2020 | 3:00 pm - 5:00 pm
2 hours
Anya Sachedina
Nov. 03, 2020 | 6:00 pm - 8:00 pm
2 hours
Anya Sachedina
Nov. 08, 2020 | 1:00 pm - 3:00 pm
2 hours
Anya Sachedina
Nov. 19, 2020 | 3:00 pm - 5:00 pm
2 hours

Intro to Stata

In this Module, learn the basic fundamentals of Stata. Beneficial for Economics students

Instructor
Course Date & Time
Time Length
Vincent Vigal
Sept. 23, 2020 | 4:00 pm - 5:30 pm
1 hour, 30 minutes
Vincent Vigal
Oct. 03, 2020 | 12:00 pm - 1:30 pm
1 hour, 30 minutes
Vincent Vigal
Oct. 05, 2020 | 4:00 pm - 5:30 pm
1 hour, 30 minutes
Vincent Vigal
Oct. 16, 2020 | 12:00 pm - 1:30 pm
1 hour, 30 minutes
Vincent Vigal
Nov. 02, 2020 | 4:00 pm - 5:30 pm
1 hour, 30 minutes

Advanced Stata

In this Module we will extend the basics of data and variable manipulation using STATA coding as a continuation from the beginner STATA module. Focus on manipulating regressions, different kinds of hypothesis testing (t-testing, f-tests, pr-tests), generating variables and confidence intervals.

Instructor
Course Date & Time
Time Length
Vincent Vigal
Sept. 28, 2020 | 4:00 pm - 6:00 pm
2 hours
Vincent Vigal
Oct. 07, 2020 | 4:00 pm - 6:00 pm
2 hours
Vincent Vigal
Oct. 17, 2020 | 12:00 pm - 2:00 pm
2 hours
Vincent Vigal
Oct. 28, 2020 | 4:00 pm - 6:00 pm
2 hours
Vincent Vigal
Nov. 13, 2020 | 12:00 pm - 2:00 pm
2 hours

Intro to R

R is a statistical manipulation software that is used commonly in data science and business for data analysis. It is a general purpose language that can be used in many industries. Students will work with data sets within R studio to achieve outputs and results in order to analyze the data.

Instructor
Course Date & Time
Time Length
Vicent Vigal
Sept. 26, 2020 | 12:00 pm - 2:00 pm
2 hours
Vincent Vigal
Oct. 26, 2020 | 4:00 pm - 6:00 pm
2 hours
Vicent Vigal
Nov. 25, 2020 | 4:00 pm - 6:00 pm
2 hours

Quickbooks 1

This course will teach you the basics of setting up a Quickbooks file for use within a small business setting. Students will learn how to manage the books for basic day-to-day functions through Quickbooks.

Instructor
Course Date & Time
Time Length
Jerina Prabaharan
Sept. 15, 2020 | 5:00 pm - 7:00 pm
2 hours
Jerina Prabaharan
Oct. 16, 2020 | 2:00 pm - 4:00 pm
2 hours

Quickbooks 2

As an extension to the Quickbooks 1 course, Quickbooks 2 will address more complicated issues that may arise during the management of a company’s books.

Instructor
Course Date & Time
Time Length
Jerina Prabaharan
Sept. 23, 2020 | 3:00 pm - 5:00 pm
2 hours
Jerina Prabaharan
Oct. 25, 2020 | 12:00 pm - 2:00 pm
2 hours

Quickbooks Crash Course

This course will teach you the basics of setting up a Quickbooks file for use within a small business setting. Students will learn how to manage the books for basic day-to-day functions through Quickbooks. It also will address more complicated issues that may arise during the management of a company’s books.

Instructor
Course Date & Time
Time Length
Jerina Prabaharan
Oct. 10, 2020 | 10:00 am - 2:00 pm
4 hours
Jerina Prabaharan
Nov. 08, 2020 | 10:00 am - 2:00 pm
4 hours

Audit 1 -- Audit Theory

This course will give students a quick crash course of an Audit commencing from the planning stages to the completion of an Audit. Students will also receive tips on how to get a job at a PA firm and get to learn what it is like to work for an PA firm.

Instructor
Course Date & Time
Time Length
Jerina Prabaharan
Oct. 05, 2020 | 3:00 pm - 5:00 pm
2 hours
Jerina Prabaharan
Oct. 13, 2020 | 5:00 pm - 7:00 pm
2 hours

Audit 2 -- Caseware Practical Component

This course will provide a brief introduction to the Caseware Working Papers software to students and allow students to perform basic audit procedures frequently done at PA firms.

Instructor
Course Date & Time
Time Length
Jerina Prabaharan
Oct. 11, 2020 | 12:00 pm - 2:00 pm
2 hours
Jerina Prabaharan
Oct. 23, 2020 | 12:00 pm - 2:00 pm
2 hours

Audit Crash Course

This course will give students a quick crash course of an Audit commencing from the planning stages to the completion of an Audit. Students will also receive tips on how to get a job at a PA firm and get to learn what it is like to work for an PA firm. This course will also provide a brief introduction to the Caseware Working Papers software to students and allow students to perform basic audit procedures frequently done at PA firms.

Instructor
Course Date & Time
Time Length
Jerina Prabaharan
Oct. 17, 2020 | 10:00 am - 2:00 pm
4 hours
Jerina Prabaharan
Nov. 08, 2020 | 10:00 am - 2:00 pm
4 hours

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