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Derivative Instruments - Step by step - M1 - The essentials

2 heure(s)

Objectifs

Introduction

Whoever watched "The Wolf of Wall Street" has struggled to understand the jobs, products, jargon that surround the financial markets. Some of us are still trying to get their way out of this financial jungle and clarify the associated strategies. Demystifying financial instruments is the key objective of the step by step programme we propose below. Our modular approach allows each participant to select his/her entry point in the programme to best fit cumulated knowledge and experience on this wide topic.

Objectives

At the end of this training, participants will be able to:

  • Define the general characteristics of each instrument
  • Gain in-depth understanding of how the instrument operates
  • List how it can best be used on the market – be it in single or in combination with other instruments
  • Understand the valuation method and what can impact the value of it
  • Identify major risks associated and determine controls that may mitigate them

Contenu

This module can be viewed either, for participants who are not directly confronted with derivatives (such as legal, IT, compliance, etc), as a global presentation of the derivatives world, or, for any other person, as a first, introductive step, to be developed in the following Modules. It covers:

  • Some useful insights about underlying instruments such as interest rates, bonds, currencies and stock indexes
  • Main features of a derivative contract, listed or OTC
  • Forward contracts and the role of the yield curve
  • Futures contracts, specific features of the trading on an exchange
  • Swap contracts (IRS, CRS) and swap rates market; importance of the ISDA contract
  • Options: main features, ITM, OTM or ATM, the volatility, 4 basic option strategies, use of options vs use of forwards/futures
  • The use of forwards and of futures contracts for hedging and for speculative trading purpose
  • Credit derivatives: how to define and measure credit risk? The CDS market

The content of the session is illustrated by many real, market examples. It is given in an attractive, understandable way, avoiding mathematical developments.

Public cible

A qui s'adresse la formation?

Anyone who wants to reach a sound understanding of the financial instruments (including derivatives) used by investment managers.

Evaluation

Certificat, diplôme

An attendance certificate will be sent to participants.

Informations supplémentaires

Programme of all modules
  • Derivative instruments - Step by step - Module 2 - Forward, future in details
  • Derivative instruments - Step by step - Module 3 - The world of swaps: IRS, CRS, CCIRS, performance swaps, inflation swaps, volatility swaps…
  • Derivative instruments - Step by step - Module 4 - Options
  • Derivative instruments - Step by step - Module 5 - Credit derivatives
  • Derivatives instruments - Step by step - Module 6 - Securitization vehicles - traditional, synthetic - Webinar format
  • Derivatives instruments - Step by step - Module 7 - Structured products – credit linked notes, reverse convertible bonds, auto-call, inflation linked, volatility linked, shariah compliant, embedded derivatives - Webinar format
  • Derivatives instruments - Step by step - Module 8 - Valuation of derivatives - the principles - Webinar format

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Caractéristiques
Niveau Débutant
Organisation Formation inter-entreprise
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