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Basics of Financial Markets. Cash Equities & Equity Derivatives

This training helps participants understand the stock market and its financial derivatives. Trainees will receive a basic theoretical knowledge that will help them develop the necessary skills needed for project activities that require knowledge in this area. Case studies and test sessions are included.
Code: FIN-004
Duration: 8 hours

Description

This training helps participants understand the stock market and its financial derivatives. Trainees will receive a basic theoretical knowledge that will help them develop the necessary skills needed for project activities that require knowledge in this area. Case studies and test sessions are included.

Roadmap

  • Equity indices: purpose, evaluation
  • Supply and demand considerations, trade price setting
  • Futures contracts
  • Options
  • Equity swaps
  • Futures-style products example: Exchange Traded Funds (ETFs)

Objectives

After the course, participants will be able to:
  • Understand the purpose of equity indices by viewing examples of how the index is calculated
  • Describe how market price is settled and what factors impact the price
  • Define a futures contract, provide contract attributes, differentiate between a long and short position, draw payout model, explain the term spread, hedge the risk of trading with futures, explain the motivation of  a buyer and seller of a contract
  • Define options, tell the difference between put and call options, draw payout model, explain motivation of options buyer and seller
  • Define equity swap, explain swap contract lifecycle, understand benefits of banks facilitating swap contracts
  • Define exchange traded funds and understand how investing in ETFs differs from buying futures or stocks

Target Audience

Testers, System and Business Analysts, Architects, Developers and Project Managers.

Prerequisites

Desirable: Previous participation in the «Basics of Financial Markets. Investment Banking» course.


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Bucharest €150
Krakow €150
Wroclaw €150

Invoices for the course will be issued in local currency. All fees above can change according to training location and delivery mode and are subject to change while scheduling. Price does not include VAT.

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The course materials are based on practical experience of designing existing systems for global investment banks (Barclays bank, Deutsche Bank, and UBS). The course information is relevant in the financial sector at the moment.

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