Key details
Mode of delivery: Classroom-based
Course code: AFB69A
Duration: 10 days
Fee: £8,325.00 + VAT
CPD Hours: 60
Course Overview
This Financial Markets course provides an overview of global financial markets, covering key institutions, debt and equity instruments, credit risk, currency markets, and derivatives. Attendees will learn valuation techniques, risk management strategies, and the rise of fintech, gaining essential skills to navigate complex financial environments effectively.
Agenda
Day – 1 Introduction to Global Financial Markets
- Key Institutions and Financial Market Types
- Market Functions and Interdependencies
- The Rise of Fintech and Market Access
Day – 2 Debt Markets and Fixed Income Instruments
- Debt Capital Markets and Money Markets
- Bond Valuation and Yield to Maturity (YTM)
- Interest Rate Risk and Duration
Day – 3 Credit Risk and Ratings
- Credit Ratings Agencies and Methodologies
- Default Risk and Credit Spreads
- Sovereign vs. Corporate Credit Risk
Day – 4 Equity Markets and Structures
- Primary and Secondary Equity Markets
- Equity Instruments and Share Classes
- Market Indices and Benchmarks
Day – 5 Weekly Review
- Summary and recap of key learning objectives
- Action Planning
Day – 6 Advanced Equity Valuation Techniques
- Multi-Stage DCF Models
- Relative Valuation: EV/EBITDA, PEG
- Valuation in Cyclical and High-Growth Sectors
Day – 7 Currency Markets and FX Risk
- FX Markets and Participants.
- Spot, Forward, and Options Contracts
- FX Risk Hedging
Day – 8 Investment Risk: Identification and Budgeting
- Systematic vs. Unsystematic Risk
- Volatility, Beta, and Value at Risk (VaR)
- Risk Budgeting and Control
Day – 9 Derivatives in Practice
- Futures and Options Pricing Basics
- Swaps and Structured Products
- Real-World Derivatives Misuse
Day – 10 Course Review
- Summary and recap of key learning objectives
- Action Planning
Post-Course
- Six (6) x hour-long Executive Coaching sessions at monthly intervals following Course Completion
Target Audience
This Financial Markets course is suitable for:
- Investment Professionals (Analysts, Associates, Portfolio Managers)
- Finance Managers and Corporate Treasurers
- Capital Markets, Fixed Income, Equity, and Derivatives Professionals
- Financial Regulators and Supervisors
- Risk Analysts and Financial Controllers
- Wealth Managers and Private Bankers
- Fintech Professionals
- Policy Advisors and Economists
- Sustainability and ESG Officers
- Business School and Executive Education Participants
Learning Outcomes
By the end of this Financial Markets course, you will be able to implement a successful strategy that enables you to:
- Identify the roles of central banks, investment banks, and capital markets.
- Explain how markets facilitate capital formation and risk distribution.
- Analyse how technology reshapes traditional financial ecosystems.
- Differentiate between money market and long-term debt instruments.
- Calculate bond prices and yields using industry methods.
- Evaluate a bond’s sensitivity to interest rate changes.
- Describe how credit ratings are assigned and revised.
- Analyse how credit risk affects bond pricing and investor returns.
- Compare country and corporate credit assessment frameworks.
- Explain IPO processes and secondary market trading.
- Identify common and preferred equity types and rights.
- Interpret the construction and use of major equity indices.
- Build a multi-stage DCF using growth assumptions.
- Evaluate companies using sector-relative metrics.
- Analyse appropriate models for volatile industries
- Describe how currencies are traded and by whom.
- Differentiate FX instruments and their applications.
- Design basic hedging strategies using forwards or options.
- Classify types of investment risk and their implications.
- Apply common risk metrics to portfolio scenarios.
- Develop a basic risk budgeting plan for asset managers.
- Apply pricing formulas for call and put options.
- Analyse how swaps are used in rate and currency hedging.
- Evaluate case studies of derivatives-related financial crises.
