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Corporate Finance Institute
Origination Fundamentals - Debt Capital Markets Perspective

Overview

Origination Fundamentals – Debt Capital Markets Perspective course overview

This course is a firsthand account of what an Analyst does in Capital Markets. In this course, we use an explain, explore, and do approach.

First, we will establish our bearings by explaining what the DCM and ECM teams do, and how they fit into the broader operations of an Investment Bank. Afterward, we explore the subunits in DCM, and how they work together to achieve the core purpose of a Capital Markets team: to introduce new securities into the market. During the course of understanding the processes involved in bringing securities to market, we will learn the key skills you need in order to be successful at each stage of a career in this group. Then we switch gears into the ‘do’ portion of our course. In the final chapter of this course, you will immerse yourself in the role and do what a Capital Markets Analyst does on a typical day: building a DCM update for a broader pitchbook.

 

Origination Fundamentals – Debt Capital Markets Perspective objectives

By the end of the course, you will be able to:

  • Describe the roles of DCM and ECM in Financial Markets.
  • Locate DCM and ECM in an organizational chart and explain how to team collaborate.
  • Explain what an analyst does in a typical day.
  • Describe the career path, skills, and exit of a DCM or ECM analyst.

 

Origination Fundamentals – Debt Capital Markets Perspective is an Elective 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 DCM and ECM course is perfect for anyone who is considering a career in Origination, or generally on the sell-side of Capital Markets. This course is designed to equip you with the knowledge that you would gain after being 2 years into the job.

Origination Fundamentals - Debt Capital Markets Perspective

Get Started

Level 2

Approx 4h to complete

100% online and self-paced

Subscribe to get access to CMSA and other programs

From $497/year

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Become a certified All Capital Markets & Securities Analyst (CMSA)® Courses

Origination Fundamentals – Debt Capital Markets Perspective is part of the Capital Markets & Securities Analyst (CMSA)® certification, which includes 30 courses.

All Capital Markets & Securities Analyst (CMSA)® 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.

01 Optional

Core courses

8 courses from beginner to intermediate level.

02 Required

Elective courses

17 courses in advanced and intermediate levels.

03 Required

Get certified

Submit your CMSA® checklist and order your certificate.

04 Required

Join our community

Get access to the Global Corporate Finance Society.

05 Optional

How the certification works

Capital Markets & Securities Analyst (CMSA)® courses are offered 100% online, allowing you the flexibility to start the Capital Markets & Securities Analyst (CMSA)® program anytime and learn when it’s most convenient for you.

The program is a part of the All Access Subscription, which includes all programs and courses.

CFI courses are designed by instructors with over 21 years of financial analyst training experience.

Students must complete all core and 7 elective courses (13 in total) and demonstrate mastery of the topics through successful completion of course materials, quizzes, and assessments.
Within 48 hours of program completion, your Blockchain Verified (CMSA)® Certification will be emailed to you.

Frequently asked questions

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?
Depending on your enrollment type, you will either have two years, yearly, or monthly access to your courses. 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?
CFI is accredited by the Better Business Bureau® (BBB) to maintain training standards, and by 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?
No! 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. We accept debit/credit cards (Visa, Mastercard, Amex), PayPal, and wire transfers for one-time course payments. If you wish to proceed with a wire transfer from your bank, please see instructions here.
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.
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 help delve even deeper into the course concepts, please look into our free career resources library.
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 which 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.
What is the price of the subscription?
All Access Subscription is priced for $497 per year as Self-Study plan or $897 per year as Full Immersion plan.
What is included in the subscription?
All Access Subscription includes all courses from Financial Modeling & Valuation Analyst (FMVA)® Certification, Commercial Banking & Credit Analyst (CBCA)™ Certification, Capital Markets & Securities Analyst (CMSA)® Certification, Business Intelligence & Data Analyst (BIDA)™ Certification, Commercial Real Estate Finance Specialization and Environmental, Social & Governance (ESG) Specialization.
More Questions?
Please Email us and we'll be happy to answer any of your questions!
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