CapitalWave for training providers
Integrate CapitalWave products into the programs you deliver. Keep ownership of your teaching approach while adding interactive financial analysis and market simulation experiences.
Discuss your requirements Get your evaluation packSelect tools and exercises that fit your learning objectives and audience.
Discuss product orientation, exercise selection, and the instructor features available in each product.
Confirm learner numbers, reuse across clients, access periods, and support arrangements in a written proposal.
Your audience evaluation pack
A program and facilitator worksheet for combining your instructional expertise with product activities while defining delivery responsibilities and commercial scope.
Download the training providers pack (PDF)Bring a program designer, a facilitator and the person responsible for client delivery and licensing.
Option payoffs, hedging and derivatives workshops
Bond pricing and interest-rate risk workshops
Portfolio construction and risk workshops
Equity valuation and assumption review
Operations, settlement and exception-handling programs
For facilitated trading and market experiences, explore CapitalCMS, CapitalFITS, CapitalFTS and CapitalPMS and confirm delivery arrangements.
A suggested evaluation activity
Use the fictional call example with a $100 strike and $6 premium per share. Ask learners to compare outcomes at $90, $100, $106 and $120, then explain why $103 still produces a loss. Suggested planning time: 25-35 minutes. This is expiry arithmetic, not a pre-expiry option valuation.
Try the public exampleThe activity supports the module outcome and leaves enough time for explanation and debrief.
The facilitator can explain assumptions, identify common errors and review available learner evidence.
Confirm account setup, participant counts, repeat cohorts, technical support and who handles learner questions.
Confirm client reuse, delivery frequency, branding or customization requests and licensed access in writing.
In your downloaded worksheet, record the product, outcome, evidence observed, open questions, decision owner and next review. Choose whether to proceed, resolve gaps or defer. Agree access and commercial scope before wider use.
A product inquiry does not grant resale, white-label, multi-client reuse or customization rights. Your organization owns instructional delivery and assessment decisions; agree technology and support responsibilities for the selected product.
Plan an evaluation conversationSuggested activities use fictional inputs. This pack is an evaluation worksheet, not a product license, compliance attestation or guarantee of availability.
Practical implementation
Keep ownership of your course design and client relationship. Choose CapitalWave products that let participants apply the concepts in your materials and give your instructors evidence to discuss.
01
Identify the topic, prerequisites and learning outcome. Select an analyzer, CapitalBOS case or facilitated trading experience that fits the audience and delivery format. Confirm availability for the selected product.
02
Have facilitators complete the selected activity themselves, check expected outputs and prepare prompts for common errors. Use the evaluation pack to plan a practice run, and agree any product orientation or instructor support in the proposal.
03
Confirm account and cohort setup for the chosen product, participant instructions, dates, devices and support responsibilities. Run a pre-session access check before inviting a client cohort.
04
Combine your instruction with the product activity, collect the available learning evidence and lead the debrief. Review delivery issues before reusing the activity with another cohort or client.
Confirm the activity version, assumptions, expected result, time allowance, joining instructions and debrief questions. Test the actual instructor and participant workflows that will be used in the session.
Agree which product records or exports support your client reporting and which evidence instructors must collect separately. Your organization defines assessment criteria and any certificate it issues.
Licensing and responsibilities
Provider licensing must reflect how you deliver, not just how many people attend one session. Obtain a written scope before using products across clients, instructors or repeated programs.
Specify clients, delivery frequency, learner and instructor numbers, geographic use and the access period. Confirm whether new cohorts and additional clients are included or require an expanded license.
Agree product orientation, facilitator preparation, support channels and responsibility for learner access issues. Confirm any delivery assistance rather than assuming it is included.
Confirm permitted use of activities and materials, client reuse, branding, resale or sublicensing requests, reporting and renewal terms. These rights depend on the written agreement and are not granted by this page.
CapitalFIA
Explore fixed-income concepts through interactive analytics, guided labs, and portfolio exercises. Connect bond calculations with the decisions behind them.
Explore CapitalFIACapitalODA
Connect options, futures, forwards, and swaps with valuation, payoff analysis, and hedging practice. Explore how changing assumptions changes risk.
Explore CapitalODACapitalPAS
Explore portfolio construction, diversification, performance, and risk through interactive analysis and learning activities.
Explore CapitalPASCapitalEQA
Practice equity valuation using connected financial models and fictional company examples. Compare the conclusions and explain why they differ.
Explore CapitalEQACapitalBOS
Investigate fictional trade, cash, custody, and corporate-action records. Practice operational controls, resolve exceptions, and explain the reconciled outcome.
Explore CapitalBOSPrepare for the conversation
We will discuss the products, access period, users, and support you need. Availability and commercial terms are confirmed in your proposal.
Request a licensing discussion Download evaluation resourcesQuestions and answers
Have instructors run the activity, verify assumptions and expected outputs, prepare debrief questions and test participant access. Agree any product orientation, delivery assistance and support responsibilities before the client session.
Related informationReuse depends on the written license. Specify clients, instructors, delivery frequency, geography, participant numbers and access periods, then confirm whether additional clients or cohorts are included. Resale, sublicensing, branding and material reuse rights are not granted by this website.
Related information