Derivatives Fundamentals

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Level 5

Approx 2.50h to complete

100% online and self-paced

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From $497/year

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Overview

Introduction to Derivatives Course Overview

This introductory course on the topic of derivatives covers the fundamental knowledge you need to know about derivatives. You will learn to differentiate between forward, futures, options, and swaps contracts. You will also work on practical examples in Excel to calculate the profits/losses for each type of contracts. By the end of this course, you will have the essential knowledge about derivative contracts required to proceed to more advanced topics, such as derivatives pricing and trading.



Why Take This Introduction to Derivatives Course

This course covers the definition, purpose, and components of each of the four main types of derivatives. You'll look at real world examples of derivatives on Bloomberg terminal. Additionally, you'll work on example calculations in Excel to determine the profits/ losses generated from various types of derivatives. Upon completing this course, you should be comfortable explaining the differences between the types of derivatives and how they can be used for hedging and speculating purposes.

Major topics covered in this course include:

  • Characteristics of derivative contracts
  • Over-the-counter vs. exchange-traded
  • Forward contracts
  • Futures contracts
  • Initial and maintenance margins
  • Call and put options
  • Moneyness (in-the-money, at-the-money, out-of-the-money)
  • Swap contracts



Who Should Take This Course

This Introduction to Derivatives course is perfect for beginners or anyone who would like to build up their understanding about the capital markets. This course is designed to equip anyone who desire to begin a career in investment banking, sales and trading, treasury, or other areas of finance with the fundamental knowledge on derivatives.



Introduction to Derivatives Is a Required Course of CFI’s CMSA® Program

CFI’s Capital Markets & Securities Analyst (CMSA)® program covers all the basic, intermediate, and advanced topics about sales and trading, investment banking, and asset management. This program teaches you trading strategies used in the finance and capital markets industry. It is ideal for students who want to learn how to trade different asset classes. The program is completely online so you can take it at your own pace, from anywhere in the world.

Common career paths for students who take the CMSA® are Sales & Trading, Asset Management, Wealth Management, Treasury, Risk Management, and other capital markets careers.


Who Should Take This CMSA® Course?

This Introduction to Derivatives course is perfect for anyone who would like to build up their understanding about capital markets. This course is designed to equip anyone who desires to begin a career in fixed income, equity, sales and trading, or other areas of finance with the fundamental knowledge of derivatives.

Become a certified Capital Markets & Securities Analyst (CMSA)®

Derivatives Fundamentals is part of the All Capital Markets & Securities Analyst (CMSA)® courses, which includes 29 courses.

Capital Markets & Securities Analyst (CMSA)® Certification
  • Skills Learned Trading strategies used in the finance and capital markets
  • Career Prep Work in capital markets, whether on the buy-side or the sell-side

Path To Certification

Prep Courses

5 courses from beginner to intermediate level.

01Optional

Core Courses

8 courses from beginner to intermediate level.

02Required

Elective Courses

16 courses in advanced and intermediate levels.

03Required

Get Certified

Submit your CMSA® checklist and order your certificate.

CMSA Certificate 04Required

Join Our Community

Get access to the Global Corporate Finance Society.

05Optional

How the Certification Works

Capital Markets & Securities Analyst (CMSA)® courses are offered 100% online, allowing you the flexibility to start the Capital Markets & Securities Analyst (CMSA)® program anytime and learn when it’s most convenient for you.

The program is a part of the All Access Subscription, which includes all programs and courses.

CFI courses are designed by instructors with over 21 years of financial analyst training experience.

Students must complete all core and 7 elective courses (13 in total) and demonstrate mastery of the topics through successful completion of course materials, quizzes, and assessments.
Within 48 hours of program completion, your Blockchain Verified (CMSA)® Certification will be emailed to you.

What Our Students Say

Introduction to Derivatives
I recommend this course as it was very engaging with the multimedia, graphs and even examples used made the course more effective.

Biradar Sridhar

Excellent
Thanks a lot, very clear explanation of the subject

Veronica Nantege Njuba

Must watch
nice content

anurag pandey


Good course

Santosh Vyavhare

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