Overview

Derivatives Fundamentals 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 contract. 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 derivatives fundamentals 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 Refinitiv Workspace. Additionally, you’ll work on example calculations in Excel to determine the profits/ losses generated from various 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 Introductory derivatives course is perfect for anyone who wants to build up their understanding of capital markets. This course is designed to equip anyone who desires to begin a career in fixed income, equity, sales, trading, or other areas of finance with the fundamental knowledge of derivatives.

Derivatives Fundamentals

4.9

Level 3

1h 13min

100% online and self-paced

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This Course is Part of the Following Programs

Why stop here? Expand your skills and show your expertise with the professional certifications, specializations, and CPE credits you’re already on your way to earning.

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

Financial Planning & Wealth Management Professional (FPWMP™) Certification

  • Skills Learned Financial Learning, Business Development, Investment Management, Practice Management, Relationship Management
  • Career Prep Financial Planner, Investment Advisor, Portfolio Manager

What Our Members Say

Good course

Santosh Vyavhare

Best course so far!
This section involves so many basic yet difficult terms which was always very confusing for me, but trust me this course made everything so crystal clear! Thank you CFI.. KEEP UP THE GOOD WORK!

Akshata Mhalsekar

nice

Prajakta Kerkar

good

MITHUN .

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All of our certification programs are open to students and professionals in various industries and levels of experience. Our curriculum is designed to teach what you need to know from basic fundamentals to advanced practical case studies. To take the courses and complete the exercises, students will only need access to a PC and/or Mac, Microsoft Suite (2016 or newer), and a stable internet connection. Click here to view the Technical Requirements
Can I download the Excel files and financial modeling templates for the course?
Absolutely! All the files and templates needed in a course are available for download. Just look for a module that shows Downloadable Files within the course dashboard. See here for a visual guide on how to do this.
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Students are required to complete an online assessment (Multiple choice questions, Fill-in-the-Blanks, and Excel Questions) at the end of each course. You can take the exams on your own schedule and will need to earn at least 80% to pass the course and earn your certificate of course completion. Please note that course exams can be repeated as many times as you need. Students are also required to complete the FMVA® final exam to earn their certification. How to Take a Qualified Assessment
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