Financial Markets Training Courses

Essentials of Financial Markets-Level I

This course offers an in-depth look into the world of financial markets, covering key topics like the dynamics of regulated and OTC markets, the diversity of asset classes including equities, fixed income, Forex, and derivatives, and the practical applications of these assets. Participants will gain insights into the workings of economic cycles and the role of central banks in managing inflation. The curriculum also includes a detailed study of asset allocation strategies, providing learners with a balance of theoretical knowledge and practical insights through case studies and real-world examples, such as the strategies employed by Renaissance Capital.

Ref: EOFM1-165

Learning Outcomes

Explore the function and workings of financial markets
Understand the structure and elements of financial markets
Learn about the features of various asset classes including stocks, bonds, forex, and derivatives (options, futures, swaps)
Recognize and examine the stages of an economic cycle and assess their impact on diverse asset classes

Who Should Attend

Reporting Officers
Bank Treasurers
Corporate Treasurers
Individuals wishing to understand the role and functioning of financial markets.

Duration

2 days (14 hours)

Price

€1650 + VAT for one participant.
€1320 + VAT each for a group of 2 or 3 participants, only with group registration.
€1050 + VAT each for groups of more than 3, only with group registration.

Tailored Training Solutions

We offer the option to collaboratively develop customized programs.
If you don't find precisely what you're looking for, we are here to assist you in constructing the perfect solution for your organization.
Any of our training courses can be delivered just for your team.
We can also co-create bespoke programmes, so if you can't find exactly what you need, we can help you build the right solution for your organisation.

Make a specific training request

Training Agenda

I. Role and Functioning of Financial Markets

Role of Financial Markets
Regulated Markets vs OTC (Over-the-Counter) Markets
Ecosystem of Financial Markets
- Investors
- Traders
- Arbitrageurs
- Hedgers

Practical Case: Exploring the Strategies Employed by Arbitrageurs in Financial Markets.

II. Definition and Characteristics of Different Asset Classes

1. Traditional Assets
- Equity
- Fixed-Income
- Forex
2. Derivative Products
- Role
- Functioning
- Types: forward commitments and contingent claims
- Main Underlying Assets: stock indices, bonds, interest rates, currencies, commodities

Practical Case: Example of hedging interest rate and exchange rate risk with different derivative products (futures, options, and swaps).

III. Economic Cycles

1. Main Phases of an Economic Cycle
- Initial Recovery
- First Phase Expansion
- Late Phase Expansion
- Deceleration
- Contraction

Practical Cases:
- Zoom on Quantitative Easing
- Inflation: challenges and responses from central banks

IV. Asset Allocation According to Economic Cycles

1. Which Asset Classes in the Phase of...?
- Initial Recovery
- First Phase Expansion
- Late Phase Expansion
- Deceleration
- Contraction
2. Asset Management
- Quantitative vs Fundamental Approach
- Bottom-Up vs Top-Down Approach
- Value vs Growth Approach

Practical Cases:
- Zoom on Renaissance Capital’s strategies
- Analysis of a fund prospectus