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Welcome to your Training Week, please find below your program schedule and resources.

Course content

Lesson Orientation Week
- Day 1 - Monday, August 2
  - 09:30 AM - 10:00 AM (ET) | Optional Office Hours
  - 10:00 AM - 10:30 AM (ET) | Kick-Off Call
  - 10:30am - 11:00am (ET) | Going for Gold
  - 11:00 AM - 12:00 PM (ET) | Senior Speakers
  - 12:00 PM - 1:00 PM (ET) | LUNCH BREAK
  - 1:00 PM - 2:30 PM (ET) | The Mechanics of a Bank
    - Slides
      - MECHANICS OF BANKING - Slides
    - Exercises
      - Exercise 1 - Basic Bank Analysis
  - 2:30 PM - 2:45 PM (ET) | BREAK
  - 2:45 PM - 4:15 PM (ET) | WM Products: Banking, Platforms and Service Channels
    - Slides
      - Wealth Management Products Platforms & Channels - Slides
    - Exercises
      - MLWM Investor-Profile-Questionnaire
      - Alpha Exercise Book - Structured Products - DELEGATE
      - Alpha Exercise Book - Structured Products - SOLUTION.xlsx
    - Additional Reading Resources
      - Investment-Strategy-Overview-ML
      - Merrill-Account-Types
      - MLIAP Guide Investment Advisory Profile
      - MLWM summary programs and services
      - Journal of Quant PM Style Investing in FI
      - Web - Links
  - 4:15 PM - 4:30 PM (ET) | BREAK
  - 4:30 PM - 5:30 PM (ET) | Simulation – Launch
    - Traderion Portfolio Simulator User Manual
    - SIM Groupings List
    - Simulation Briefing Document
  - 5:30 PM - 6:00 PM (ET) | Optional Office Hours/Program Support/End of Day Quiz
  - End of day Quiz
    - BofA Wealth Day 1 Quiz class 1
- Day 2 - Tuesday, August 3
  - 9:30 AM - 10:00 AM (ET) | Optional Office Hours
  - 10:00 AM - 10:45 PM (ET) | Business Acumen Part 1
  - 10:45 AM - 11:00 AM (ET) | Business Acumen Assessment
  - 11:00 AM - 12:00 PM (ET) | Introduction to Consumer Investments
  - 12:00 PM - 12:15 PM (ET) | BREAK
  - 12:15 PM - 1:15 PM (ET) | Local Market Leader Connect
  - 1:15 PM - 2:15 PM (ET) | LUNCH BREAK
  - 2:15 PM - 3:45 PM (ET) | Financial Math
    - Slides
      - Financial Maths - Slides
    - Exercises
      - Alpha Exercise Book - Fin Maths_TVM-&-Statistics_1-9 - DELEGATE.xlsx
      - Alpha Exercise Book - Fin Maths_TVM-&-Statistics_1-9 - SOLUTION.xlsx
  - 3:45 PM - 4:00 PM (ET) | BREAK
  - 4:00 PM - 5:00 PM (ET) | Market Participants Roles and Functions
    - Slides
      - Financial Market Participants - Slides
  - 5:00 PM - 5:30 PM (ET) | Group Project – Simulation
  - 5:30 PM - 6:00 PM (ET) | Optional Office Hours/ Program Support/ End of Day Quiz
  - End of Day Quiz
    - BofA Wealth Day 2 Quiz class 1
- Day 3 - Wednesday, August 4
  - 9:30 AM - 10:00 AM (ET) | Optional Office Hours
  - 10:00 AM - 11:00 AM (ET) | Intro to Merrill Lynch Wealth Management
  - 11:00 AM - 12:00 PM (ET) | Qualities Recognized in Successful Advisors Panel
  - 12:00 PM - 12:15 PM (ET) | BREAK
  - 12:15 PM - 1:15 PM (ET) | FSA Discussion
  - 1:15 PM - 2:15 PM (ET) | LUNCH BREAK
  - 2:15 PM - 3:15 PM (ET) | Listening Skills and Assessment
  - 3:15 PM - 3:30 PM (ET) | BREAK
  - 3:30 PM - 5:00 PM (ET) | Equities Investments
    - Slides
      - Equity Overview and Trading - Slides
    - Exercises
      - Alpha Exercise Book - Equity Overview and Trading - DELEGATE.xlsx
      - Alpha Exercise Book - Equity Overview and Trading - SOLUTION.xlsx
  - 5:00 PM - 5:30 PM (ET) | Group Project – Simulation
  - 5:30 PM - 6:00 PM (ET) | Optional Office Hours/ Program Support/ End of Day Quiz
  - End of Day Quiz
    - BofA Wealth Day 3 Quiz class 1
- Day 4 - Thursday, August 5
  - 9:30 AM - 10:00 AM (ET) | Optional Office Hours
  - 10:00 AM - 11:00 AM (ET) | A Conversation with Valerie Jarrett
  - 11:00 AM - 12:00 PM (ET) | Business Integration Part 2
  - 12:00 PM - 1:00 PM (ET) | LUNCH BREAK
  - 1:00 PM - 2:00 PM (ET) | Group Project – Simulation
  - 2:00 PM - 2:15 PM (ET) | Break
  - 2:15 PM - 3:15 PM (ET) | Money Markets, FX & Fixed Income Investments
    - Slides
      - Money Markets FX and Fixed Income - Slides
    - Exercises
      - Alpha Exercise Book - Money Markets 2 - DELEGATE.xlsx
      - Alpha Exercise Book - FX_1 - DELEGATE.xlsx
      - Alpha Exercise Book - FI Price and Yield - DELEGATE.xlsx
      - Alpha Exercise Book - Fixed Income Exercises 5 & 11 - DELEGATE.xlsx
  - 3:15 PM - 3:30 PM (ET) | BREAK
  - 3:30 PM - 5:00 PM (ET) | Intro to Derivatives
    - Slides
      - Introduction to Derivatives - Slides
    - Exercises
      - Alpha Exercise Book - Futures and Forwards_1 - DELEGATE.xlsx
      - Alpha Exercise Book - Options Exercises 1,8 - DELEGATE.xlsx
      - Alpha Development Options Tool v1.2 - BofA Consumer Wealth Management.xlsm
  - 5:00 PM - 5:30 PM (ET) | Group Project – Simulation
  - 5:30 PM - 6:00 PM (ET) | Optional Office Hours/ Program Support/ End of Day Quiz
  - End of Day Quiz
- Day 5 - Friday, August 6
  - 9:30 AM - 10:00 AM (ET) | Optional Office Hours
  - 10:00 AM - 11:00 AM (ET) | MFSA Discussion
  - 11:00 AM - 12:00 PM (ET) | Executive Presence
  - 12:00 PM - 12:15 PM (ET) | BREAK
  - 12:15 PM - 1:15 PM (ET) | Knopman Marks Onboarding
  - 1:15 PM - 2:15 PM (ET) | LUNCH BREAK
  - 2:15 PM - 3:15 PM (ET) | Better Money Habits (Self-Directed)
  - 3:15 PM - 4:15 PM (ET) | Portfolio Management, Investment Mandates & Styles
    - Slides
      - Introduction to Portfolio Management - Slides
    - Exercises
      - Exercise debrief style TILTS
  - 4:15 PM - 4:30 PM (ET) | BREAK
  - 4:30 PM - 5:30 PM (ET) | Simulation – Debrief
  - 5:30 PM - 6:00 PM (ET) | Optional Office Hours/ Program Support/ End of Day Quiz
  - End of Day Quiz