Financial Instruments:

Characteristics & Markets

Course Description

The variety of financial instruments available in the world today can be overwhelming. Even though most people working in financial services know the names of bonds, equities, derivatives and other financial instruments, the precise definitions of these instruments and the differences between them are often unclear.

The objective of this course is to provide participants with clear and detailed descriptions of the diverse financial instruments that are issued, traded and settled in financial services today. Based on the ISO standard 10962 for the classification of financial instruments, the course provides detailed descriptions of a wide range of instruments, including debt instruments, equities, derivatives, entitlements and investment funds. No prior knowledge of financial instruments is required.

Learning Objectives

By the end of the course, delegates will have a good understanding of

• the ISO standard 10962 for the classification of financial instruments

• the attributes and different types of instruments:

  • debt instruments

  • equities

  • entitlements

  • derivatives

  • investment funds

• the size and characteristics of the markets for the different instruments

• how operational procedures and market practice reflect the characteristics of the different financial instruments

• how financial instruments are priced

• new types of instruments within the different categories

 

Target Audience

This course is designed for anyone working in any area of financial services.

Duration

2 days for up to 12 participants