objectives

By the end of the course, participants will be able to:

• discuss derivative instruments and the rationale for their use,
• identify the link between the cash equity and derivatives market,
• explain the key features and applications (both for institutional investors and corporate customers) of equity forwards, futures, and swaps, whether on an index or on a single stock,
• recognise the importance of structured equity derivative instruments,
• understand how these derivatives can be hedged and the likely impact of hedging on the equity market, and
• identify and manage risks associated with equity derivative instruments.

who should attend?

This course is aimed at professionals who are or who will be involved in equity derivatives, whether junior traders or sales, settlement, risk management and control, compliance, or legal staff.

duration

1 day.

prior knowledge

Participants are assumed to have an understanding of the basics of derivatives.

syllabus

1. Introduction to derivatives
2. Equity forwards and futures
3. CFDs and equity swaps
4. Fundamentals of equity options