The “capital markets” are places that bring buyers and sellers together to exchange or trade stocks, bonds, currencies, and numerous other types of financial instruments. The complexity of these markets has exploded, and the markets themselves range from highly automated, sophisticated and systematized technologically to those that are “over the counter,” one-to-one or loosely structured trades. This program seeks to help you dig through this complexity and develop a strong working understanding how capital markets work.
The “capital markets” are places that bring buyers and sellers together to exchange or trade stocks, bonds, currencies, and numerous other types of financial instruments. The complexity of these markets has exploded, and the markets themselves range from highly automated, sophisticated and systematized technologically to those that are “over the counter,” one-to-one or loosely structured trades. This program seeks to help you dig through this complexity and develop a strong working understanding how capital markets work.
Skills You Will Gain
Capital Markets
Derivatives
Learning Outcomes (At the end of this program you will be able to)
Understand the basic functioning of the capital markets
Define the products, players and markets
Discuss and appreciate the fixed income/bond markets
Discuss and appreciate the equity/stock markets
Discuss and appreciate the currency and derivative markets
Who Should Attend
Anyone new to the financial business and eager to understand how the capital markets work, some of the key products used in those markets, and how the players interact.
Curriculum
Experts
Frequently Asked Questions
How much do the courses at Starweaver cost?
We offer flexible payment options to make learning accessible for everyone. With our Pay-As-You-Go plan, you can pay for each course individually. Alternatively, our Subscription-Based plan provides you with unlimited access to all courses for a monthly or yearly fee.
Do you offer any certifications upon completion of a course at Starweaver?
Yes, we do offer a certification upon completion of our course to showcase your newly acquired skills and expertise.
Does Starweaver offer any free courses or trials?
No, we don't offer any free courses, but we do offer 5-day trial only on our subscriptions-based plans.
Are Starweaver's courses designed for beginners or advanced students?
Our course is designed with three levels to cater to your learning needs - Core, Intermediate, and Advanced. You can choose the level that best suits your knowledge and skillset to enhance your learning experience.
What payment options are available for Starweaver courses?
We accept various payment methods such as major credit cards, PayPal, wire transfer, and company purchase orders. For more information related to payments contact customer support.
Do you offer refunds?
Yes, we do offer a 100% refund guarantee for our courses within a specified time frame. If you are not satisfied with the course, contact our customer support team to request a refund with your order details. Some restrictions may apply.
*Where courses have been offered multiple times, the “# Students” includes all students who have enrolled. The “%Recommended” shown is also based on this data.
This course will give you a brief, but broad introduction of the capital markets - who are the primary participants, issuers, investors, intermediaries, what they trade thre, and both the applications of the products, and much more....
This course will introduce you to a wide variety of calculations and related concepts that are used by financial market participants in a wide variety of applications - calculating prices, rates of return, and yields for example. Much more...
This comprehensive course will cover a variety of issues relating to yield curves, their construction, and their use in a variety of analytical applications to assess risk and return.
This course will introduce derivatives in general, to demonstrate the common features of derivatives and how they differ from other sorts of financial instruments. The course then segues into a detailed discussion of how these all work.
This course will introduce you to the market for fixed income securities, provide you with a lot of details on the characteristics of fixed income securities , as well as discuss specific characteristics of FI specific sectors.
This course looks at interest rate swaps in detail. First, swaps in general are introduced, then we will be looking at the structure of the most common type of interest rate swap - the fixed or floating interest rate swap. And more...
1Welcome to the course!
2Interest Rate Conventions and Time Value of Money
3Debt Security Pricing
4Bond Yields and Rates of Return
1Welcome!
2Capital Markets Overview
3Fixed Income Markets
4Equity Markets
5Currency and Derivatives Market
1Welcome!
2Introduction to Yield Curves
3Duration and its Applications
4The Level of Rates and Shape of the Yield Curve
5Spot Rates and Forward rates
6Total Return Analysis
7Tools
Pricing Zero Coupon Bonds
Pricing Zero Coupon Bonds (Slides)
Pricing Coupon Bonds
Pricing Coupon Bonds (Slides)
Bond Pricing Versus Bond Valuation
Bond Pricing Versus Bond Valuation (Slides)
Pricing Discount Securities
Pricing Discount Securities (Slides)
Discount Rates Versus Bond Equivalent Yield
Discount Rates Versus Bond Equivalent Yield (Slides)
1Welcome!
2Introduction to Derivatives
3Introduction to Futures Contracts
4Future Contracts Trading and Cash Flows
5Futures Pricing
6Introduction to Options
7Option Pricing and Applications
1Welcome!
2Introduction to Fixed Income Securities and Markets
3Bond Contact Features and Investment Characteristics
4Types of Fixed Income Securities
1Welcome to the course!
2Introduction to Interest Rate Swaps
3Risk Management of Floating Rate Liabilities
4OTC Clearinghouses
5Swap Pricing and Valuation
6Risk Management with Interest Rate Swaps
1Welcome!
2Equities Introduction
3Equity Indices
4How to Buy the Market
About this course: Overview, Learning Outcomes, Prerequisites & Target Audience
Course Trailer
Instructor Bio: Doug Carroll
Key pointers for success in this course
Major Market Segments and Types of Instruments
Major Market Segments and Types of Instruments-Slides
Economic Functions of Capital Markets
Economic Functions of Capital Markets-Slides
Securities Markets and Important Market Participants
Securities Markets and Important Market Participants-Slides
Commercial Banking and Investment Banking
Commercial Banking and Investment Banking-Slides
Primary and Secondary Markets
Primary and Secondary Markets-Slides
Primary Market Offerings
Primary Market Offerings-Slides
Roles of Financial Intermediaries
Roles of Financial Intermediaries-Slides
Comparing Securities to Derivatives
Comparing Securities to Derivatives-Slides
Bond Yields
Bond Yields (Slides)
Yield to Maturity
Yield to Maturity (Slides)
Yield to Maturity Versus Rate of Return
Yield to Maturity Versus Rate of Return (Slides)
Yield to Maturity as an Expression of Current Value
Yield to Maturity as an Expression of Current Value (Slides)
Clearinghouse and Futures Trades
Clearinghouse and Futures Trades (Slides)
Comparing Futures Versus Underlying Positions
Comparing Futures Versus Underlying Positions (Slides)
Futures Position Cash Flows and Hedging with Futures
Futures Position Cash Flows and Hedging with Futures (Slides)
Futures Positions: Risk and the Cost Taking Position
Futures Positions: Risk and the Cost Taking Position (Slides)
Types of Derivative Contracts and Their Characteristics
Types of Derivative Contracts and Their Characteristics (Slides)
Derivatives Compared to Securities
Derivatives Compared to Securities (Slides)
Derivatives Defined
Derivatives Defined (Slides)
Interest Rates and Yields
Interest Rates and Yields (Slides)
Interest Rates and Rates of Return
Interest Rates and Rates of Return (Slides)
Interest Rate Conventions and Time Value of Money Part 1
Interest Rate Conventions and Time Value of Money Part 1 (Slides)
Interest Rate Conventions and Time Value of Money Part 2
Interest Rate Conventions and Time Value of Money Part 2 (Slides)
Compound Interest
Compound Interest (Slides)
Time Value of Money and Bond Pricing
Time Value of Money and Bond Pricing (Slides)
Futures Terminology and Contract Features
Futures Terminology and Contract Features (Slides)
Physical Delivery to Close a Futures Position
Physical Delivery to Close a Futures Position (Slides)
Cash Settlement, OTC Derivatives
Cash Settlement, OTC Derivatives (Slides)
Futures Clearinghouse and Third Party Contracts
Futures Clearinghouse and Third Party Contracts (Slides)
Futures Margins and Futures Contracts
Futures Margins and Futures Contracts (Slides)
Introduction to Equity Securities
Introduction to Equity Securities -Slides
Investment Characteristics and Valuation of Equity Securities
Investment Characteristics and Valuation of Equity Securities -Slides
Valuation of Equities Using Earnings Multiples (P/E Ratios)
Valuation of Equities Using Earnings Multiples (P/E Ratios) -Slides
Doug Carroll
With over 40 years of experience in financial markets and instruments, I bring a wealth of expertise to training and education. My background spans across sales, trading, and investment management, providing me with a comprehensive understanding of various financial topics. I specialize in designing and delivering interactive, high-energy training sessions that bridge the gap between theoretical concepts and practical applications. My diverse experiences have enabled me to cater to audiences ranging from industry newcomers to seasoned professionals, ensuring that each session is tailored to the participants' needs.
Throughout my career, I've developed and led training programs on a wide array of subjects including bond math, equity derivatives, portfolio management, and fixed income analytics. My ability to communicate complex topics effectively in both classroom settings and digital formats has been honed through years of delivering presentations and creating educational content for global audiences. Whether through live webinars or in-person sessions, I am dedicated to providing impactful learning experiences that resonate with participants and enhance their professional skills.
In addition to my extensive training background, I hold advanced degrees in finance and economics and have earned numerous professional licenses. This rigorous academic and practical grounding supports my ability to deliver content that is both relevant and insightful. My passion for education drives me to continually refine my teaching methods and engage with learners, making each training session a valuable opportunity for growth and development.
About this course: Overview, Learning Outcomes, Prerequisites & Target Audience
Course Trailer
Instructor Bio: Doug Carroll
Key pointers for success in this course
Introduction to Fixed Income Securities
Introduction to Fixed Income Securities-Slides
Fixed Income Securities: Sources of Return and Types of Risk
Fixed Income Securities: Sources of Return and Types of Risk -Slides
Government and Government Agency Securities
Government and Government Agency Securities -Slides
Corporate Securities and Structured Securities
Corporate Securities and Structured Securities -Slides
Bond Pricing and Valuation
Bond Pricing and Valuation -Slides
Yield Curves, Credit Markets and the Business Cycle
Yield Curves, Credit Markets and the Business Cycle -Slides
Yield Curves, Monetary Policy and the Real Economy
Yield Curves, Monetary Policy and the Real Economy -Slides
About this course: Overview, Learning Outcomes, Prerequisites & Target Audience
Course Trailer
Instructor Bio: Doug Carroll
Key pointers for success in this course
Spencer Morris
With over two decades in finance and a wealth of experience in banking and trading, I have dedicated my career to developing and delivering high-impact financial training. My background includes extensive work on equity and interest rate trading floors, which has enriched my ability to teach complex financial concepts with practical insights. Over the past 12 years, I have trained tens of thousands of students, ranging from graduates and sales staff to high-level executives and family office managers, across various asset classes including equities, fixed income, and foreign exchange.
My approach to financial education is rooted in a deep understanding of market dynamics and regulatory environments. I have designed and delivered training programs for a broad spectrum of clients, from traditional funds and hedge funds to central banks and sovereign wealth funds. My expertise spans from basic to advanced derivatives courses, accounting and valuation classes, and comprehensive staff training across all levels and functions within financial institutions.
I bring a unique blend of practical experience and instructional excellence to my teaching. Having worked with major financial institutions and asset managers globally, I am adept at creating tailored training solutions that address specific client needs. My goal is to empower professionals with the knowledge and skills necessary to navigate complex financial landscapes and make informed decisions in their roles.
