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Calendar of Events

As a nonprofit educational foundation, we offer a variety of live courses, customized, in-house programs and Web-courses. Our clients include global investment banks, broker-dealers, FCMs, hedge funds, portfolio and money managers, traders, investors, public-policy makers, regulators and exchanges. Courses range from basic and intermediate to expert levels and are designed to meet the varied educational needs of those seeking a strong foundation to more experienced professionals seeking to enhance their skill set and performance. All IFM courses are led by qualified, well-rounded educators who blend theory with industry practice and realistic application.

Date Location All Events Early-bird
Deadline
Fee

Apr.29, 2014
  9:00AM-5:00PM
Chicago IL
Lifecycle of Derivatives Trades: Uncovering the Middle and Back-Office Functions
Audience for this Basic/Intermediate Course: Anyone who is interested in learning about the front-to-back functions of the trade lifecycle for listed and OTC derivative trades, from the inception of an order through clearing and settlement. Content is focused on middle- and back-office operations. Attendees include operations, technology, audit, legal and compliance staff, as well as, third-party vendors and regulatory personnel.

Generous in-kind support of the NFA helps the IFM provide this course and keep the fee low.
$595 / Apr.1 $650

Apr.30, 2014
  9:00AM-5:00PM
Chicago IL
Making Sense of Cleared Swaps
Audience for this Intermediate Course: Anyone who works with the implementation of Dodd-Frank and needs to understand how swaps differ from listed futures. Attendees include the core users of these products such as traders, cash/money managers, asset managers, hedge fund managers, CTA's/CPO's, and portfolio managers as well as sales and back office professionals, financial analysts, auditors, compliance and regulatory staff.

IFM is registered with GARP as an Approved Provider of continuing professional education (CPE) credits. IFM has determined that this program qualifies for 6.5 GARP CPE credit hours. If you are a Certified FRM or ERP, please record this activity in your Credit Tracker at garp.org/cpe.

Generous in-kind support of the NFA helps the IFM provide this course and keep the fee low.
$495 / Apr.2 $550

May 7, 2014
  9:00AM-5:00PM
New York NY
Lifecycle of Derivatives Trades: Uncovering the Middle and Back-Office Functions
Audience for this Basic/Intermediate Course: Anyone who is interested in learning about the front-to-back functions of the trade lifecycle for listed and OTC derivative trades, from the inception of an order through clearing and settlement. Content is focused on middle- and back-office operations. Attendees include operations, technology, audit, legal and compliance staff, as well as, third-party vendors and regulatory personnel.

Generous in-kind support of the NFA helps the IFM provide this course and keep the fee low.
$595 / Apr.9 $650

May 13-14, 2014
  9:00AM-5:00PM
Chicago IL
Futures and Options/Series 3 Exam Course
Audience for this Basic to Intermediate Course: Investors, producers, bank, exchange, clearinghouse, compliance, regulatory, government and IT staff, as well as those that support trading, and Series 3 exam candidates.

Generous in-kind support of the NFA helps the IFM provide this course and keep the fee low.
$625 / Apr.15 $675

Jun.3-4, 2014
  9:00AM-5:00PM
New York NY
Futures and Options/Series 3 Exam Course
Audience for this Basic to Intermediate Course: Investors, producers, bank, exchange, clearinghouse, compliance, regulatory, government and IT staff, as well as those that support trading, and Series 3 exam candidates.

Generous in-kind support of the NFA helps the IFM provide this course and keep the fee low.
$625 / May 6 $675

Jun.6, 2014
  9:00AM-5:00PM
New York NY
Making Sense of Cleared Swaps
Audience for this Intermediate Course: Anyone who works with the implementation of Dodd-Frank and needs to understand how swaps differ from listed futures. Attendees include the core users of these products such as traders, cash/money managers, asset managers, hedge fund managers, CTA's/CPO's, and portfolio managers as well as sales and back office professionals, financial analysts, auditors, compliance and regulatory staff.

IFM is registered with GARP as an Approved Provider of continuing professional education (CPE) credits. IFM has determined that this program qualifies for 6.5 GARP CPE credit hours. If you are a Certified FRM or ERP, please record this activity in your Credit Tracker at garp.org/cpe.

Generous in-kind support of the NFA helps the IFM provide this course and keep the fee low.
$495 / May 9 $550

Jun.10, 2014
  9:00AM-5:00PM
Chicago IL
Lifecycle of Derivatives Trades: Uncovering the Middle and Back-Office Functions
Audience for this Basic/Intermediate Course: Anyone who is interested in learning about the front-to-back functions of the trade lifecycle for listed and OTC derivative trades, from the inception of an order through clearing and settlement. Content is focused on middle- and back-office operations. Attendees include operations, technology, audit, legal and compliance staff, as well as, third-party vendors and regulatory personnel.

Generous in-kind support of the NFA helps the IFM provide this course and keep the fee low.
$595 / May 13 $650

Jun.19, 2014
  9:00AM-5:00PM
London UK
Dodd-Frank Title VII: How Does it Impact Everyone in the Market?
Audience for this Intermediate Course: Anyone who works with the implementation of Dodd-Frank and needs to understand the key regulatory and reporting matters. Attendees include traders, cash/money managers, asset managers, hedge fund managers, CTA's/CPO's, and portfolio managers, as well as sales and back office professionals, compliance and regulatory staff.

IFM is registered with GARP as an Approved Provider of continuing professional education (CPE) credits. IFM has determined that this program qualifies for 6.5 GARP CPE credit hours. If you are a Certified FRM or ERP, please record this activity in your Credit Tracker at garp.org/cpe.

Generous in-kind support of the Katten Muchin Rosenman helps the IFM provide this course and keep the fee low.
$695 / May 22 $750

Jun.20, 2014
  9:00AM-5:00PM
London UK
Operational Risk of OTC Derivatives
Audience for this Intermediate/Expert Course: Operational risk managers, auditors, compliance officers, regulators and those who need to better understand this important risk.

IFM is registered with GARP as an Approved Provider of continuing professional education (CPE) credits. IFM has determined that this program qualifies for 6.5 GARP CPE credit hours. If you are a Certified FRM or ERP, please record this activity in your Credit Tracker at garp.org/cpe.

Generous in-kind support of the Katten Muchin Rosenman helps the IFM provide this course and keep the fee low.
$800 / May 23 $850

Jun.23-24, 2014
  9:00AM-5:00PM
London UK
Futures and Options/Series 3 Exam Course
Audience for this Basic to Intermediate Course: Investors, producers, bank, exchange, clearinghouse, compliance, regulatory, government and IT staff, as well as those that support trading, and Series 3 exam candidates.

Generous in-kind support of the Katten Muchin Rosenman helps the IFM provide this course and keep the fee low.
$800 / May 26 $850

Jun.24-25, 2014
  9:00AM-5:00PM
Chicago IL
Futures and Options/Series 3 Exam Course
Audience for this Basic to Intermediate Course: Investors, producers, bank, exchange, clearinghouse, compliance, regulatory, government and IT staff, as well as those that support trading, and Series 3 exam candidates.

Generous in-kind support of the NFA helps the IFM provide this course and keep the fee low.
$625 / May 27 $675

Jun.25, 2014
  9:00AM-5:00PM
New York NY
Lifecycle of Derivatives Trades: Uncovering the Middle and Back-Office Functions
Audience for this Basic/Intermediate Course: Anyone who is interested in learning about the front-to-back functions of the trade lifecycle for listed and OTC derivative trades, from the inception of an order through clearing and settlement. Content is focused on middle- and back-office operations. Attendees include operations, technology, audit, legal and compliance staff, as well as, third-party vendors and regulatory personnel.

Generous in-kind support of the NFA helps the IFM provide this course and keep the fee low.
$595 / May 28 $650

   
Applying Technical Analysis to Futures Markets
No class is currently scheduled. In-house program available.
   

   
Credit Risk in Emerging Markets
No class is currently scheduled. In-house program available.
   

   
Energy Futures: Peak Oil?
No class is currently scheduled. In-house program available.
   

   
Eurodollar: Building Blocks Interest Rate Swaps
No class is currently scheduled. In-house program available.
   

   
Exploring Equity Valuation Models
No class is currently scheduled. In-house program available.
   

   
Hedging Risk with Financial Futures & Options
No class is currently scheduled. In-house program available.
   

   
Integrating Your Strategies into an Enterprise Algorithmic Trading Engine
No class is currently scheduled. In-house program available.
   

   
Intermediate Options: Take Your Strategies to the Next Level
No class is currently scheduled. In-house program available.
   

   
Intro to Energy Futures: The Risk Appetite for Oil
No class is currently scheduled. In-house program available.
   

   
Introduction to Exchange-Traded Futures & Options
No class is currently scheduled. In-house program available.
   

   
Introduction to Treasury Futures: Factoring the Risks
No class is currently scheduled. In-house program available.
   

   
Is Algorithmic Trading within Your Grasp?
No class is currently scheduled. In-house program available.
   

   
Knowing Your Options: An Introduction Course
No class is currently scheduled. In-house program available.
   

   
Fundamentals of Credit Default Swaps: An Overview of CDS Markets
No class is currently scheduled. In-house program available.
   

   
Markets Demystified: OTC vs. Exchange-Traded Derivatives
No class is currently scheduled. In-house program available.
   

   
Option Strategies to Quell Market Chaos & Enhance Returns
No class is currently scheduled. In-house program available.
   

   
Overview of Mortgage Backed Securities
No class is currently scheduled. In-house program available.
   

   
Overview of Municipal Debts
No class is currently scheduled. In-house program available.
   

   
Managing Interest Rate & Inflation Risk with Treasury Futures
No class is currently scheduled. In-house program available.
   

   
Trading Strategies & Tactics for Speculators
No class is currently scheduled. In-house program available.
   

   
Treasury Futures Basis: Making Sense of the Statistics
No class is currently scheduled. In-house program available.
   

   
Treasury Futures: Using International Fixed-Income & Money Market Spreads
No class is currently scheduled. In-house program available.
   

   
Understanding Credit Derivatives
No class is currently scheduled. In-house program available.
   

   
Understanding Equity Valuation Ratios
No class is currently scheduled. In-house program available.
   


                                                                         Register Now   or call 202.223.1528

REGISTRATION: IFM courses, excluding special events, are limited to approximately 15 persons and available on a first-come, first-served basis. Payment (or invoicing for approved firms) is required at the time of booking.

SUBSTITUTIONS, RESCHEDULING OR CANCELLATION: Substitute attendees are always welcome and changes may be made free of charge up to 48 hours prior to the start of the event with written notice or email info@theIFM.org.

To reschedule, contact the IFM at least ten (10) business days before the course date. Rescheduling less than ten (10) business days prior to the course date will be subject to a $100 administrative fee. Please be aware that you may reschedule once.

Cancellations more than ten (10) business days prior to the course date receive a full refund minus a $100 administrative fee; cancellations made within 10 business days of the program date will be refunded 50% of the rate charged.

IFM suggests that you do not purchase nonrefundable tickets or restricted tickets for travel to attend a course more than two weeks prior to the scheduled course date in the event that changes to the date and/or location become necessary. In the unforeseen event of a course cancellation, the IFM assumes no liability for transportation, hotel or other travel expenses or fees incurred by the registrant.

Please check our web site again for updated information and new course listings or call the IFM at 202.223.1528. For customized in-house education programs call the IFM or email info@theIFM.org.

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