What do you get on this course?

Financial Math

Gain comfort with the core, fundamental mathematical techniques used throughout the financial industry, with an emphasis on the time value of money.

Excel Fundamentals

Learn the basic mechanics of Excel, how to use Excel to complete a variety of financial tasks and how to build a functional model that involves a variety of related metrics and assumptions. You will learn Excel best practices throughout, and how to use Excel shortcuts to make you more efficient.

Bond Markets

Learn about the key bond market players and products, how to price bonds, how to calculate yields, how to measure bond price risk using modified duration and convexity, how to interpret yield curve moves, the calculations behind bond carry and roll and how to interpret the profit and loss on bond trades.

Derivatives Fundamentals

During this module, you will learn how profits and losses are made in the futures markets, how futures margins work, how to create option payoff profiles from calls and puts, the creation of synthetic forwards using put-call parity, the ways in which options can be used for hedging, how options are affected by various sensitivities and how they can be managed, the key trading strategies and creating synthetic dividends and stock/loan borrow.

Foreign Exchange Markets

Learn about the foreign exchange market players and products, how to quote spot FX rates, the difference between the 'big figure' and pips, how to calculate spot foreign exchange trade profits and losses, how to calculate spot cross rates, the mechanics of forward foreign exchange outrights including forward points and calculations, hedging using forward outrights, the structure of foreign exchange swaps and their uses, the rationale behind non-deliverable forwards and how to calculate NDF P&L

Equity Markets

Learn about the key equity market players and products, the IPO and rights issues processes, how the market values equities, how the market evaluates equity returns, key equity indices and the calculations for price-weighted and market-weighted indices, and the main order types in the equity markets.

How to access your course

  • Checkout and pay for the course(s).
  • Your course(s) will be added to your DELTA account.
  • You will then receive an email with joining instructions.
  • You will have 12 months access from date of purchase.

Pre-requisites

This course is open to all. To maximize the benefit of this course we recommend an understanding of financial statements and Microsoft Excel.

 

Technical Requirements

You will need an internet connected device to access the videos and download supporting resources. Supporting resources can be used offline, which require Microsoft Excel 2003 or later and a PDF reader.

 

Comprehensive Resources

You'll be able to easily access all of the materials you need through our learning management system DELTA

 

  • Bite-size trainer led HD videos detailing step by step techniques and best practices.
  • Download the slides and files as used in the videos, which can be completed while watching or saved for later.
  • Open forum for quick problem solving.

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