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.
What You'll Learn
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.
- 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.
01OptionalCore Courses
8 courses from beginner to intermediate level.
02RequiredElective Courses
16 courses in advanced and intermediate levels.
03RequiredGet Certified
Submit your CMSA® checklist and order your certificate.
04RequiredJoin Our Community
Get access to the Global Corporate Finance Society.
05OptionalHow the Certification Works
What Our Students Say
I recommend this course as it was very engaging with the multimedia, graphs and even examples used made the course more effective.
Biradar Sridhar
Thanks a lot, very clear explanation of the subject
Veronica Nantege Njuba
nice content
anurag pandey
Good course