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Financial Markets - The Fundamentals

This is a highly participative two-day programme designed for those who are new to the world of banking and international finance, but who do not necessarily have a financial background.

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Learning Objectives

We will look at market structure, market participants, market mechanics, and explore the various financial instruments and discuss their uses and practical applications. All terminology will be fully explained, and new financial markets initiatives explored.

No prior knowledge is assumed.

Course Content

Day 1

Global Financial Markets

  • Background and development
  • Defining our terms – capital market inter-relationships, equities, bonds, rates, FX and commodities
  • Why regulation is critical
  • The regulatory framework, financial stability

Market Participants

  • Banks – central, retail, commercial, investment, private
  • Brokers – voice vs electronic
  • Asset Management: Institutional vs Wealth Management
  • Hedge funds, Fund of Funds, Systemic, HFTs
  • Insurance – general, life
  • Information Vendors – Thomson Reuters, Bloomberg,
  • Exchanges – LSE, NYSE, CME, ICE, LME

Case Study- Asset Allocation

Money Markets – Definition and key features of

  • LIBOR vs Base Rate – the impact of LIBOR fixing?
  • Bills, CDs, Acceptances, CP, Money Market Funds

Fixed Income Markets

  • Government bonds, Corporate bonds, domestic, foreign and Eurobonds
  • Bond structures, fixed, floating and hybrids
  • The role of the Rating Agencies
  • High Yield/Emerging Market Debt
  • Yield Curves
  • Repo/Reverse Repo

Day 2

Equity Markets

  • Types of Equity
  • Primary Markets – Issuance
  • Secondary Markets – Trading
  • Using equity indices – FTSE, S&P, NASDAQ, STOXX
  • Exchange Traded Funds (ETFs)
  • Settlement, clearing, prime brokers, custodians

Foreign Exchange Markets

  • Market development
  • Why exchange rates move – short and long term factors
  • Range of currencies – G10 major, minor, cross, EM
  • Spot and forward FX transactions
  • Currency options
  • E-FX and the impact of technology

Derivatives Markets – Definition and key features of

  • Risk management tools – why and how to use derivatives
  • Exchange traded/OTC markets
  • Market volumes
  • Futures, Swaps, Options
  • Practical uses and applications

Examples- Equity Derivatives in Practice

WHO SHOULD ATTEND

Anyone who requires a good, practical understanding of banking and the global financial markets.

This is a thorough grounding in the markets, products and the management of risk. This would include treasury management and staff, banking personnel, and people who work in the financial services sector.

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PRINCE2 Foundation & Practitioner
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APMP Certificate
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ISTQB Software Test Foundation
Microsoft Project
BCS Business Analysis Practice
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Online Courses

You may prefer an online course if you are looking for a flexible and cost-effective solution. Online courses allow you to study at your own pace, at a time that suits you.

We have the following eLearning options available:

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