CapitalWave for universities
Bring financial analysis and market operations into the classroom with products that let students explore assumptions, practice decisions, and explain results. Your faculty own the course; CapitalWave supplies the technology.
Discuss your requirements Get your evaluation packChoose tools for fixed income, derivatives, portfolios, equities, or post-trade operations.
Use the selected platform’s labs, exercises, and cohort features alongside your own teaching materials.
Discuss the available learner reports, assessment tools, and exports for the products you select.
Your audience evaluation pack
A faculty and program-team worksheet for choosing a learning outcome, trying a representative activity and reviewing evidence before a wider rollout.
Download the universities pack (PDF)Bring the course lead, a teaching assistant or instructor, and the institutional owner of access and procurement.
Bond pricing, yield sensitivity and interest-rate risk
Derivative payoffs, assumptions and hedging decisions
Allocation, diversification and portfolio risk
Equity valuation and sensitivity to assumptions
Post-trade evidence, operational controls and reconciliation
For facilitated trading and market experiences, explore CapitalCMS, CapitalFITS, CapitalFTS and CapitalPMS and confirm delivery arrangements.
A suggested evaluation activity
Start with the fictional three-year bond in the CapitalFIA worked example. Ask learners to price the same cash flows at 5% and 6% yield, explain the direction of change, and distinguish exact repricing from an approximation. Suggested planning time: 30-45 minutes; adapt to course level.
Try the public exampleLearners can connect the task to the chosen course outcome and identify its assumptions.
Faculty can review calculations and reasoning; confirm which reports and exports the selected release actually supplies.
Inspect instructor setup, learner instructions, cohort arrangements and how feedback is reviewed.
Check institutional devices, accessibility needs, student and instructor numbers, term dates and expected concurrent use.
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.
Faculty retain course design, grading and competency decisions. These materials do not claim complete CFA Program coverage or CFA Institute approval. Confirm product-specific access and capabilities before enrolling students.
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
Use a selected product within your existing finance course, lab or CFA® subject-practice program. Faculty retain responsibility for teaching, grading and academic credit.
01
Choose a topic and an observable outcome: price a bond, explain an option strategy, compare portfolios, defend an equity valuation or investigate a settlement exception. Select the corresponding analyzer or CapitalBOS activity.
02
Before assigning work, have the instructor run the activity, check assumptions and expected outputs, and prepare a debrief. Use the downloadable examples as a starting point; confirm product orientation and support arrangements with CapitalWave.
03
Confirm the chosen product's instructor permissions, cohort enrollment method and account requirements. Test access on university devices, agree class dates and provide students with clear joining and submission instructions.
04
Use a baseline calculation or case, then change an assumption or introduce an exception. Review the reasoning and evidence collected, not only the final answer. Apply your course's own grading policy.
Introduce the concept in class, assign an individual or small-group activity, then compare explanations in a debrief. The sample-activity pack supplies assumptions, expected outputs and discussion prompts for all five products.
For the selected product, inspect available lab or assessment records, learner progress, debriefs and exports during the demonstration. Agree which records faculty need and how they will retain or transfer them into their assessment process.
Licensing and responsibilities
Request an annual license proposal for the products and academic use you need. Prices, start and end dates, access rights and renewal terms are confirmed in writing; an academic year and a twelve-month access period should not be assumed to be identical.
Specify departments, courses, student numbers, instructors, cohorts and expected concurrent use. Confirm whether multiple terms or departments share the agreed scope.
Agree the license period, cohort turnover, access after a course ends, renewal process and any retained learner records. Individual alumni access requires its own confirmed arrangement.
Confirm onboarding, instructor orientation, support contacts and response expectations. Record privacy, accessibility, procurement and any requested integration requirements before acceptance.
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
Choose one course objective, identify an observable calculation or decision, and have the instructor complete a representative activity. Confirm access and cohort arrangements, prepare joining instructions and expected evidence, then pilot the activity before wider course use.
Related informationYes. Request an annual institutional proposal specifying products, student and instructor numbers, courses, cohorts and expected concurrent use. Confirm exact start and end dates, cohort turnover, support and renewal terms in writing. An academic year is not automatically a twelve-month access period.
Related information