Specializing in equity research, securities valuation, and financial education

JLG Financial Seminars:

We offer a suite of 1-day corporate financial seminars.* Seminars are scheduled privately with client teams and generally held on-site at client-designated location. Our instructors are experienced professionals in the field of finance and investments with Ph.D. and/or CFA® designation. Our seminars generally provide a mix of lecture, class discussion, problem solving, and learning outcomes that generally parallel financial certification programs.

Individual seminar prices, refundable deposit (25%)**, and ordering information shown below. Contact us for questions on your corporate order, 10% discount on multiple seminar orders (beyond first seminar, regular deposits required), program planning, seminar details & customization. Consultation and packaging of JLG seminars is available free of charge. You will receive a follow-up call/email following the receipt of your corporate order/confirmation of deposit.

BASIC LEVEL SEMINARS

One-day seminar = $2,000; Deposit (25%) = $500**

Additional seminars (10% discount) = $1800 

• Introduction to Investments
• Global Investing
• Fixed Income Securities and Markets
• Foreign Exchange Markets
• Hedge Fund Basics and Strategies
• Corporate Finance

INTERMEDIATE LEVEL SEMINARS

One-day seminar = $2,500; Deposit (25%) = $625**

Additional seminars (10% discount) = $2250

• Quantitative Analysis
• Financial Statement Analysis
• Value-Based Metrics
• Equity Valuation Models
• Derivatives Securities and Markets
• Alternative Investments

ADVANCED LEVEL SEMINARS

One-day seminar = $2,500; Deposit (25%) = $625**

Additional seminars (10% discount) = $2250 

• Portfolio Management
• Portfolio Attribution
• Financial Modeling

*JLG financial seminars are generally 1 day, or two 1/2 days. We will provide a master copy of seminar materials (slides, handouts, readings) for copying and distribution by client. Suggested class size is a minimum of 5 students and a maximum of 25 students. Seminar prices and discounts are shown below & subject to change without notice. Reasonable travel expenses outside of Greater Boston MA area are billable to client.

**Refund Policy: 100% refund if seminar is cancelled by client 10 business days (two weeks) prior to scheduled event. No refund available if seminar is cancelled within 10 business days of scheduled event (excepting reasons of weather or unforeseen events beyond the client's control). A 100% refund (or rescheduling of a seminar) is available if a seminar is cancelled by JLG Research due to unforeseen circumstances.

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