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Overview

Introduction to Capital Markets Course Overview

This Introduction to Capital Markets course offers a comprehensive overview of the industry, and key career opportunities. You will learn about the sell-side, buy-side, and the most popular and sought-after career paths in each of those respective groups. You will gain practical and deliberate knowledge, as this course takes you through typical day-in-the-life scenarios, allowing you to gain an understanding of the core competencies and personality traits that would drive success. Lastly, the course empowers you with the information you need to ensure that your career research is focused and that you use your most limited resource – time – wisely. After completing this course, you will have a better understanding of how the capital markets industry is structured, how each constituent contributes to maintaining smooth, functioning financial markets, and a keen idea of what field you may be best suited to pursue opportunities in.     Topics Explored:
  • Defining Capital Markets
  • Sell-Side: Origination, Sales & Trading, Primary & Secondary Markets
  • Buy-Side: Traditional and Non-Traditional (i.e., Hedge Funds)

Introduction to Capital Markets Learning Objectives

After completing this course, you will be able to:
  • Define primary and secondary markets, including the stakeholders involved in each and how they interact with each other
  • Describe the sell-side and buy-side of finance, the activities conducted on each side, and the capital markets careers available
  • Describe how sell-side and buy-side institutions not only work together but need each other to maintain smooth, functioning financial markets
  • Understand what a typical day-in-the-life looks like for each career path discussed, as well as the core skillsets that successful professionals would have
  • Determine what capital markets career path may be best suited for your passion, skillset, and personality
 

Who Should Take This Course?

This Introduction to Capital Markets course is perfect for anyone and everyone interested in pursuing a career in finance. Whether you are about to undergo your first job search as a new graduate of an academic institution, or you are ready to transition career paths after gaining professional work experience in a related or unrelated field, this course will help you get a comprehensive lay of the land so that you have a roadmap for your career pursuits.

Introduction to Capital Markets

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Level 1

Approx 2h to complete

100% online and self-paced

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What you'll learn

Lesson
Multimedia
Exams
Files
Course Summary
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.

All Capital Markets & Securities Analyst (CMSA)® Courses
Introduction to Capital Markets is part of the Capital Markets & Securities Analyst (CMSA)® certification, which includes 42 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

Learner Reviews

Amazing
For someone who came with little to no knowledge , i have learned new things in short amount of time and made me curious to explore my journey into the capital market more .

Zeamanuel Bekele

amazing
Highly recommend this and other offered courses to all who pursue a career and personal knowledge of the financial markets

thomas jones

Great
Ease to follow and understand plus, great information overall.

Gabriel Rodríguez

Very informative course
Always trust CFI to learn more skills.

KEVIN KAMAU

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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
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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.
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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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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.
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