Course description
The Financial Instruments Certificate eLearning course is tailored to provide a deep understanding of the various financial instruments available in today's market. By completing this course, you will gain the knowledge and confidence to make informed decisions about investment opportunities and develop effective risk management strategies. We aim to equip you with the skills necessary to navigate the dynamic world of finance and capitalize on opportunities.
Syllabus
- Debt (Fixed-Income) Instruments
- Debt (Fixed-Income) Markets
- Interest Rate (Yield) Structures
- Bond Risks
- Introduction to Equity
- Equity Analysis
- Foreign Exchange
- Non-traditional Asset Classes
- Islamic Finance
- Futures and Forward Contracts
- Options
- Swaps
Outcome / Qualification etc.
Online Assessment
When you're ready, you will take an online assessment to test your level of understanding.
- 12 modules and 28 concepts
- 280 questions (28 questions per concept)
- Backed by practice questions
Training Course Content
We cover a wide range of topics including foreign exchange, debt instruments, equities, alternative investments, and derivatives. Our goal is to make the complexities of each financial instrument more accessible by breaking down the jargon and focusing on the key features, benefits, and risks associated with each asset class. Throughout the course, our syllabus delves into the unique characteristics and conventions of each financial instrument, exploring their applications and implications for both investors and the global economy.
Debt (Fixed-Income) Instruments
- Basic features of most debt instruments
- Features of specialized debt instruments
Debt (Fixed-Income) Markets
- Clean and dirty prices
- Determining a bond's value
Interest Rate (Yield) Structures
- Zero rates and forward rates
Bond Risks
- Duration and other bond risks
Introduction to Equities
- Types, features and risk of equity
- IPO, corporate actions and indices
Equity Analysis
- Financial ratios
- Equity valuation methods
Foreign Exchange
- Market conventions and terminology
- Spot and forwards
- Interest rate parity, purchasing power parity and the carry trade
Non-Traditional Asset Classes
- Hedge funds
- Commodities
- Private equity
- Real estate
Islamic Finance
- Principles and restrictions of Sharia-compliant investments and the characteristics of Islamic finance products
Futures and Forward Contracts
- The characteristics and markets of forwards and futures contracts
- Uses and applications of futures and forward contracts
- Valuation of futures and forward contracts
- Specific futures and forward contracts
Options
- The basics of options
- Option pricing
- Uses of options
Swaps
- Interest rate swaps and overnight index swaps
- Credit derivatives
- Total return swaps
Why choose Fitch Learning
9 in 10 would recommend us to a colleague
Over 1,300 clients worldwide
CPD recognized
Request info
Fitch Learning
Part of the Fitch Group, Fitch Learning partners with clients to enhance knowledge, skills and conduct. With centers in London, New York, Singapore, Dubai and Hong Kong, we are committed to questioning and understanding client needs across the globe and...