Capital Markets Immersion: A Financial Markets Introduction

The “Capital Markets Immersion: A Financial Markets Introduction” program provides a solid and deep introduction to the global financial markets and capital markets. This course is designed to deliver a comprehensive, deep dive into the functions and roles played by modern financial institutions and their key lines of business. The program is intended for professionals (or those about to enter the business) with a foundational knowledge of the industry’s basic products and services, and how each function.

You need not understand what a commercial or investment bank is, or how interest rates function to determine the price of bonds (fixed income) products. But, once you complete this course you will be able to speak comfortably about the industry and its products and services both from a bird’s eye view, as well as the ground level.

What You’ll Learn In Capital Markets Immersion

• The Capital Markets Road Map – Highlights the primary participants, issuers, investors, intermediaries in capital markets, what they trade there, and the applications to which market participants make use of the instruments and the roles they play.
• Fundamental Financial Math – Introduces you to a wide variety of calculations and related concepts that are used by financial market participants in a plethora of applications – calculating prices, rates of return, and yields for example.
• Yield Curve Dynamics – Covers a variety of issues relating to yield curves, their construction, and their use in a variety of analytical applications to assess risk and return.
• Fixed Income Securities – Introduces you to the market for fixed income securities, provides you with a lot of details on the characteristics of fixed income securities in general, as well as discuss specific characteristics of specific sectors of the fixed income market – insurers, investors, and a wide variety of concepts relating to the analysis and validation of those securities.
• Equity Products – Introduces equities by providing an overview of the types of products, including both direct and indirect products; and demonstrating types of shares and exchanges, investors, diversification and volatility.
• Futures & Options – Introduces derivatives in general, to demonstrate the common features of derivatives and how they differ from other sorts of financial instruments. Futures and options contracts’ key characteristics will be identified, and contract features, pricing, applications, risk management, and hedging will be discussed.
• Interest Rate Swaps – A look at interest rate swaps in detail. First, swaps, in general, are introduced, then the structure of the most common type of interest rate swap – the fixed or floating interest rate swap – will be addressed. A variety of different structures, pricing and valuation, and applications – both risk management and speculative – will be discussed.