Origination Fundamentals - Debt Capital Markets Perspective

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 Learning 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 considering a career in origination or generally on the sell-side of capital markets. This course is designed to equip you with the knowledge you would gain after two years on the job.