O V E R V I EW 

The Capital Markets Fundamentals Certificate is a comprehensive 25- hour financial training program that equips participants with a solid understanding of global capital markets. Combining an introductory survey of capital markets with a focus on securities fundamentals, this certificate covers key topics such as money markets, foreign exchange, bond and equity markets, and trading securities in primary and secondary markets. By completing this program, participants will gain the knowledge and skills necessary to identify global financial trends, analyze various financial products, evaluate and understanding the trading mechanisms for bond, equities, foreign exchange, and money market products, interpret stock quotations, equity listings and learn about the roles of equity participants from both the issuer’s and investor’s perspectives. The Certification program is ideal for individuals, entrepreneurs, and corporate executives looking to gain a comprehensive understanding of global capital markets and essential skills for analyzing financial trends and securities. 

C O N T E N T 

The certificate is divided into 8 main categories: 

1. Capital Markets and Key Participants 
2. Money Markets 
3. Foreign Exchange 
4. Time Value of Money 
5. Bond Markets and Risk 
6. Equity Markets and Trading 
7. Introduction to Equity and Debt Securities 
8. Trading Securities in the Secondary Markets 

O B J E C T I V E S 

1. Gain a basic understanding of the investment world and the Securities Industry. 
2. Identify the global trends in volume for various financial products. 
3. Understand how bonds, equity, foreign exchange and money market products are traded. 
4. Structure and price a plain vanilla bond. 
5. Analyze bond and equity listings to evaluate their effectiveness for the parties involved. 
6. Describe the roles of equity from both the issuer’s and investor’s perspectives. 
7. Understand the functions of Primary and Secondary Markets. 

 

CAPITAL MARKETS PROFESSIONAL CERTIFICATE

O V E R V I EW 

The Capital Markets Professional Certificate is a 25-hours comprehensive financial training prog ram designed to equip participants with a solid understanding of key concepts and practices in global capital markets. The course covers a range of modules, including Equity Indexes, Equity Valuation, Equity Investment Vehicles, Introduction to Derivatives, Futures and Forwards, Swaps, Options, Credit Derivatives, Equity and Bond IPO Participants, and Timing and Major Steps in the IPO Process. Participants will gain knowledge in market segmentation, index construction, valuation models, ratio analysis, equity risk premium, derivatives trading strategies, IPO processes, and more. This certificate program is ideal for individuals seeking to enhance their expertise in global capital markets and advance their careers in finance. 

C O N T E N T 

The certificate is divided into five main categories: 

1. Equity indexes and Investment Vehicles 
2. Equity valuation and Investment Strategies 
3. Derivatives 1 : Futures and Forwards 
4. Derivatives 2 : Options and Swaps 
5. Initial Public Offerings (IPOs) : Equity and Bond IPOs, Timing and Major Steps in IPO process 

O B J E C T I V E S 

1. Describe index construction, weighting, and rebalancing process. 
2. Identify and understand biases, tracking error, and rebalancing in equity indexes. 
3. Evaluate valuation models and techniques for equity analysis. 
4. Gain knowledge of major equity investment vehicles, including mutual funds, hedge funds, private equity, and venture capital. 
5. Learn about Derivatives - their key characteristics, hedging, and speculative uses. 
6. Understand futures and forwards markets, including trading strategies and settlement. 
7. Explore swaps and their applications in interest rates, FX, and credit. 
8. Identify and evaluate options, including terminology and pricing factors. 
9. Understand the types and roles of participants involved in equity and bond IPOs. 
10. Learn the timing and major steps in the IPO process.