Name: Equity, FX, and Rate Futures
Availability: InStock
Rating: 4.79 (14 reviews)

Equity, FX, and Rate Futures

Overview

Equity, FX, and Rate Futures Course Overview

This course focuses on currency futures, equity index futures, and interest rate futures and forwards. The course provides insight into key concepts such as cross rates, triangular arbitrage, and currency swaps. You will also learn how to calculate the fair value of equity index futures and use these instruments to hedge a position. By the end of the course, you will also have an understanding of forward rate agreements (FRAs), short-term interest rate futures (STIRs), interest rate swaps (IRS), and the relationship between spot rates and forward rates.

Equity, FX, and Rate Futures Learning Objectives

Upon completing this course, you will be able to:

Identify triangular arbitrage opportunities by calculating cross rates
Understand how to use equity index futures to hedge a position
Describe the relationship between spot rates and forward rates
Explain FRAs, STIRs, and IRS
Understand currency futures, equity index futures, and interest rate futures

Who Should Take This Course?

This Equity, FX, and Rate Futures course is ideal for anyone looking to enhance their understanding of futures and forwards. It is designed to benefit students and professionals looking to begin a career in derivatives trading or for anyone interested in learning more about the space.

What you'll learn

Lesson

Multimedia

Exams

Files

Course Outro

Qualified Assessment

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

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What Our Members Say

Essential knowledge for corporate treasurers/CFO's

The course covers relevant techniques to mitigate forex, interest rates, equities, etc. fluctuations which are essential skills to have for those tasked of raising financing.

Love Manigsaca

A good course for Futures & Forwards

A good advanced course for Futures and Forwards

Kwong Sang Yeung

Better understanding of futures

This second part of the course on futures is as sound as the first one, and provides a good understanding on how and when equity and FX futures are to be used.

Sylvain DAVID

Great

A good course which covers a lot of aspects about FX transactions and interest swaps.

Manoj Kumar P

Nice

Not very clear the part on IR

Nicole Persi

I gained extensive experience in capital markets, treasury products, derivatives and corporate finance.

The courses are very productive, Where you will deepen your knowledge, study the fundamentals of modern economy and use it in practice

Irakli Partsvania

Very good lecturer

This course requires a firm understanding of maths, but the lecturer explains very step very precisely.

Auron Illing

Most practical and informative finance course

As a person who has been working in the financial industry near a decade, I would say CFI is the art of revealing the applicable dimension of highly academic knowledge in finance. My experience with CMSA has been beyond my expectation. I am so grateful for this opportunity to learn from the professionals. Thank you CFI team

Ali Mortazavi

AWESOME

A must for all thoses interested in Equity, Fx rates , Futures and forward contratcs.

Donald Patrick Okumu Ringa

CMSA Course

Has been a wonderful journey

Bartholomew Wilson Mombanya

Requires a lot of Concentration

its such fantastic course.

Sibulansa Juluta

Amazing learning experience

Alot of beneficial knowledge shared.

Linda Etuhole Nakasole

Good learning experience

I thank CFI for the good learning experience.

RHYTHMI ROSA S

ONE OF THE COURSE THAT I LOOKING FOR

ONE OF THE COURSE THAT I LOOKING FOR LEARN FROM INDUSTRY EXPERTS

Deepak Sode

Frequently Asked Questions

If you haven’t found your answer from our FAQ, please send us a message.

Contact Us

What are the requirements to take the courses?

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.

How long do I have to complete the courses?

You will have yearly access to the courses as long as you maintain an active subscription. All the courses are self-paced as well so you can take your time in learning without worrying about any deadlines. Click here to compare our available enrollment options.

Are CFI courses officially accredited?

Yes, CFI is accredited by the Better Business Bureau® (BBB) to maintain training standards, the CPA Institutions in Canada, and the National Association of State Boards of Accountancy (NASBA) in the USA. Most of our courses qualify for verified CPE credits for CPA charter holders. Please refer to this page to view all available CPE credits.

Are there any additional fees or costs?

None! The bundle price includes everything and there are no additional fees or charges to earn your digital certification. You can see our enrollment fees listed here.

What currency are your courses priced in?

All our online courses are priced in USD. As this is a recurring payment, we accept all major credit and debit cards including Visa, MasterCard, and American Express.

How do I earn my certificates?

Students must complete all the video lessons, quizzes, and final assessments in each course. You can retake the assessments as many times as necessary until you reach an 80% passing grade. For more information on how to earn a course certificate, click HERE.

How are the exams conducted?

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

Can I email the instructor if I have questions?

While the courses are designed mainly for self-study, we are happy to provide email assistance for general or technical support inquiries. The Full Immersion bundles include a premium email support function that allows you to communicate directly with in-house experts regarding course content. This is one of the key features that sets the Full Immersion bundle apart and makes it a worthwhile upgrade over the more affordable self-study bundle. You can compare more features in our bundles here.

Will these courses help me advance my career?

Based on hundreds of reviews from thousands of students we know how CFI courses have helped so many people advance their finance careers. Our courses are designed to be extremely practical and simulate the experience of being trained as a professional financial analyst…the ultimate way to advance your career. For real-world examples and to help delve even deeper into the course concepts, please look into our free career resources library.

What is CFI's refund policy?

Except as required by law, all payments to CFI are non-refundable, including fees and any other associated charges. Canceling your subscription will not generate a refund. Your access to CFI's paid content will remain active until your current billing cycle ends. For more information please visit our refund policy page.

Equity, FX, and Rate Futures

Equity, FX, and Rate Futures Course Overview

Who Should Take This Course?

Equity, FX, and Rate Futures

What you'll learn

Introduction

Currency Futures Contracts

Equity Index Futures Contracts

Interest Rate Futures and Forward Contracts

Course Outro

Qualified Assessment

This Course is Part of the Following Programs

Capital Markets & Securities Analyst (CMSA®) Certification

What Our Members Say

Love Manigsaca

Kwong Sang Yeung

Sylvain DAVID

Manoj Kumar P

Nicole Persi

Irakli Partsvania

Auron Illing

Ali Mortazavi

Donald Patrick Okumu Ringa

Bartholomew Wilson Mombanya

Sibulansa Juluta

Linda Etuhole Nakasole

RHYTHMI ROSA S

Deepak Sode

Frequently Asked Questions