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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 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: build 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


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

Get Recognized With CFI

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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.

Commercial Banking & Credit Analyst (CBCA)® Certification
Origination Fundamentals – Debt Capital Markets Perspective is part of the Commercial Banking & Credit Analyst (CBCA)® certification, which includes 59 courses.
  • Skills Learned Financial Analysis, Credit Structuring, Risk Management
  • Career Prep Commercial Banking, Credit Analyst, Private Lending
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 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

Good insights on Debt Capital Market desk
Good insights on DCM, I particularly liked the simulation of a typical day on that desk. The powerpoint / excel walk through is interesting, I must say I didn't know about the CHOOSE formula !

Sylvain DAVID

Personal Experience
Had a great experience. Cant wait to start working on the next chapter.

Christian Frank Ivezaj

Very astonishing learning experience
Great time of very nice stuff to learn

Amanho Christian AMANHO

Real life components
great explanation for building a pitch book

Auron Illing

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Frequently asked questions

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.
More Questions?
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