Universities
A faculty and program-team worksheet for choosing a learning outcome, trying a representative activity and reviewing evidence before a wider rollout.
Explore. Test. Discuss.
Compare the portfolio, try a worked teaching example and prepare a demonstration around the decisions your learners need to explain.
Inspect the public examples, agree the workflows to demonstrate, then define a pilot and licensing scope around your intended use.
Evaluate for your audience
Choose a pack with a product shortlist, a suggested activity, review criteria and questions for your next conversation. Read it online or download the PDF. No contact details required.
A faculty and program-team worksheet for choosing a learning outcome, trying a representative activity and reviewing evidence before a wider rollout.
A learning, operations and procurement worksheet for testing a representative decision and documenting what must be confirmed before an institutional deployment.
A program and facilitator worksheet for combining your instructional expertise with product activities while defining delivery responsibilities and commercial scope.
A self-study worksheet for exploring a public example, explaining what changed and asking about current individual access before making a study plan.
Explore before you enquire
Change a fictional assumption or work through a settlement decision, then explore a guided demonstration for your learners.
PDF · 4 pages
Compare the five current analyzer and operations products, teaching uses and licensing discussion points.
Download PDFPDF · 7 pages
Plan a teaching activity and review five fictional worked examples with expected outputs and debrief prompts.
Download PDFFrom the product

One activity for each product
These fictional worked examples show the kind of evidence an instructor can ask learners to produce. They are evaluation materials, not screenshots of platform exports or representations of actual learner performance.
CapitalFIA
Fixed-income pricing and interest-rate risk · 30–45 minutes
View worked exampleCapitalODA
Option payoffs and strategy analysis · 25–35 minutes
View worked exampleCapitalPAS
Portfolio allocation and risk · 35–45 minutes
View worked exampleCapitalEQA
Equity valuation and required return · 25–35 minutes
View worked exampleCapitalBOS
Post-trade controls and evidence · 40–60 minutes
View worked exampleCapitalWave supplies the technology. Your faculty or program team owns course design, instruction, assessment decisions and learner support arrangements.
01
Choose one decision learners must explain. Match the platform and activity to the course level, prerequisites and available class time.
02
Test the selected product on institutional devices. Confirm account, cohort and instructor arrangements for that product before inviting learners. Supply assumptions and submission requirements.
03
Start with a baseline, change one assumption and ask learners to explain the difference. Use the suggested timings as planning estimates rather than prescribed course durations.
04
Collect calculations or decision records, compare reasoning and discuss limitations. Faculty or program owners set grading and competency decisions.
Identify the products, subject areas and intended use. A product demonstration should follow the workflow your learners or team will actually use.
Specify learner and instructor numbers, expected concurrent use, cohorts, term dates and whether access is institutional or individual. Request a written proposal for the agreed scope.
Agree onboarding, account setup, support responsibilities, data and privacy requirements, and any requested integration. SSO, LMS synchronization, custom development and service levels require explicit confirmation.
Choose a representative activity, define successful completion and review access, learner evidence and instructor workflows before committing to wider deployment.
Pricing and terms are confirmed through a written proposal. Product availability and access arrangements are confirmed for the selected product; a portfolio page does not imply one shared sign-in or a bundled license.