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Derivatives

Introduction to Derivatives

CPD Hours: 3.5

Aims

This half-day workshop is designed to provide a fast-track introduction to the main derivative contracts and their uses by investment managers.

No prior knowledge is assumed and all terms will be fully explained.

Case studies form an integral part of the course, to allow the delegates to consolidate the information and provide the basis for group discussions.

Objectives

At the end of the workshop, delegates will have a better understanding of:

  • Financial Derivatives Instruments (FDIs)
  • Trading, opening and closing out contracts
  • Role of the clearing house and margin process
  • Risks of OTC derivatives
  • Investment strategies including UCITS III

Who Should Attend?

  • Client services and call centres
  • Finance and accounting
  • HR and training
  • Investment administration and operations
  • Investment professionals
  • IT and software developers
  • Legal and compliance
  • New entrants
  • PR and recruitment firms
  • Risk management
  • Sales and marketing

Content

  • Forwards and futures
  • Valuing contracts
  • Trading futures contracts
  • Clearing
  • Index futures
  • Options
  • Swaps and CFDs
  • UCITS vs AIFMD

Contact us for more information.

What people say about our Derivatives courses

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Capital City Training