Derivative instruments curriculum

Whoever has watched 'The Wolf of Wall Street' has likely struggled to understand the jobs, products, jargon that surround financial markets. Some of us are still trying to get our way out of this financial jungle and clarify the associated strategies. Let’s demystify these.

In close collaboration with PwC's subject matter experts, PwC's Academy has developed a comprehensive, multi-layered training curriculum for junior and more experienced financial industries’ employees and managers alike, who seek to gain a solid knowledge of derivative instruments.

This programme offers a learning experience across 2 levels (Foundation & Advanced) to address your questions and training needs at different stages of your career.

Topics addressed in each module are illustrated by numerous and real market examples. Each session is delivered with the view to enable a clear and thorough understanding of the considered instrument and market practices. 

 

Foundation

This foundation level serves as an introduction, covering fundamental concepts and principles related to our topic.

Participants at this level will gain a solid understanding of the basics to form a strong foundation for more advanced learning.

The Foundation programme is designed around 5 training modules.

Please select the module that answers your specific needs and click on the links to get further details about its content.

  • Derivative instruments - The essentials (2h30) This module is designed for people who are not directly confronted with derivatives, as a global presentation of the derivatives world, or, for any other person, as a first, introductive step, to be developed in more specific modules. It covers derivative instruments’ characteristics, risks and valuation method.
  • Futures and forwards - Foundation (2h30) Thanks to this foundation course, participants will dive into the characteristics and associated risks, market use, and valuation of forwards and futures.
  • Swaps (Part 1): IRS - Foundation (2h30) Thanks to this foundation course, participants will dive into the characteristics and associated risks, market use, and valuation of Interest Rate Swaps.
  • Swaps (Part 2): credit derivatives - Foundation (2h30) Thanks to this foundation course, participants will dive into the characteristics and associated risks, market use, and valuation of credit derivatives including Credit Default Swaps (CDS), Total Return Swaps (TRS), Equity Default Swaps (EDS).
  • Options - Foundation (2h30) Thanks to this foundation course, participants will dive into the characteristics and associated risks, strategies and market use of options.

Advanced

This stage delves deeper into the subject matter providing participants with sound knowledge and practical skills necessary for their day-to-day tasks.

Coming soon!

Other courses are available to support learning on topics related to securities transactions:

Live training courses can also be tailored on demand given the nature of your investment, financial products and services offering.

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