This Postgraduate Certificate in Financial Investments and Trading will provide students with a fundamental understanding of the structure of global financial markets, as well as the practical skills needed to trade different markets in real life. The programme will examine theoretical concepts and practical methods employed to trade and manage different financial instruments, including cash and derivative instruments across a range of asset classes. Students will learn how technical analysis can be used to help forecast market prices, with a further optional module covering trading psychology and risk management.

This is a 14-week course consisting of four modules (one compulsory module and three elective modules).

All the modules of the programme can be taken individually, as well as a wide range of other courses available within the London Academy of Trading portfolio.

Entry requirements


Articulate the purpose of financial markets
Use Bloomberg to create real-time charts
Examine how human behaviour affects trading decisions
Analyse the various types of risk and risk management techniques
Understand portfolio management techniques
Construct and customise portfolios to achieve specific return
Analyse the structure of future and options markets

This module intends to explore the key features and functions of financial markets as well as the institutions that serve these markets.
On this module, learners will compare and contrast equities, debt, money, currency and investment fund markets and analyse and assess these individual sectors and the interaction between them.
The module will also examine the global central banking system, its integration with the investment market industry and how it affects economic conditions.

Module Contents

  • Introduction to Financial Markets – financial institutions and their functions within global markets
  • Macroeconomics – interest rates, inflation, GDP, monetary and fiscal policy
  • Foreign Exchange Markets – spot and forward rates, jargon, and drivers of exchange rates
  • Fixed Income Markets – mechanics of primary and secondary fixed income markets, government and corporate bonds, types of debt and yield curves
  • Equity Markets – stock market mechanics and equity valuation methods
  • Derivatives – pricing and applications of futures, forwards and options

Objectives

  • Familarise yourself with the various aspects of financial institutions, both buy-side and sell-side;
  • Understand the structure of the global banking system and the tools that are available to manage the economy;
  • Learn how to use financial articles in the media to determine the latest on-goings;
  • Explain the purpose of financial markets and the relationship between asset classes.

Who is the course for?

This course is ideal for anyone looking to gain expert knowledge on the finance sector and aspects that ensure the global economy stays running.

This module examines human emotions and how our behaviour can impact financial markets. The module questions what makes people behave as they do and how can this (somewhat predictable) behaviour predict what’s happening in the market and be used to increase profits?

Learners will examine a range of investment risks as well as methods to reduce risk through diversification. Throughout this module, learners will be expected to evaluate the risks within their demo trading portfolios and manage them with an emphasis on stop loss and limit order placement. Learners will also have to manage liquidity and market capitalisation constraints, average holding periods, both intraday and as part of their end of day process.

Module Contents

  • Principles of trading psychology & behavioural technical analysis: why is this a real edge?
  • Understand your trading personality type, raise awareness and transform
  • Strategies to accelerate and maintain your “peak performance”
  • Mind: key psychological traps and winning (practical) mental strategies
  • Body: enhance your nutrition, exercise and recovery for optimal health
  • Emotion: learn how to be “in the zone” during wins and losses
  • Results-driven success: goal-setting, performance measures & unique coaching support

Objectives

  • Scrutinise how natural human behaviour can often be anticipated, particularly in the highly-stressed arena of financial markets trading
  • Critically assess the common biases that affect the trading decisions of traders and investors
  • Control stress levels by understanding the causes of anxiety and knowing how to avoid them
  • Analyse the various types of risk and risk management techniques
  • Assess on-going risk limits and manage potential drawdown within a live trading portfolio

This module provides students with practical and marketable skills in the art and science of portfolio management.  In the modern global financial system, investors have countless options when it comes to their capital.  Now, more than ever, sophisticated tools and techniques are available to ensure that returns are kept high while risks are kept to a minimum.

Each class will include a review and discussion of recent key financial market events and their potential effects on portfolio construction.

Module Contents

  • Principles of portfolio management
  • Portfolio construction and asset allocation
  • Balancing risk and reward metrics within each portfolio
  • Equity valuation methods to determine potential portfolio constituents

Learning Objectives

  • Upon module completion, students will be able to:
  • Analyse an array of asset classes and markets
  • Explain a range of portfolio management techniques
  • Construct and customise portfolios to achieve specific returns
  • Demonstrate to potential employers the application of portfolio management techniques.

This module is designed for learners to develop an understanding of derivatives in the form of forwards, futures, options, swaps, collateralized debt obligations and credit default swaps. This is achieved through an explanation of the basic techniques of pricing and trading before progressing to focus on the applications of these techniques for speculation and risk management.

Module Contents

  • Forwards, futures, options, swaps, collateralized debt obligations and credit default swaps
  • Put and call options, payoff diagrams and basic options strategies
  • Forward Rate Agreements (FRAs) and their uses in financial markets
  • Applying forwards and swaps to achieve specific targets
  • Credit derivatives and their uses within different financial scenarios

Learning Objectives

  • Analyse the structure of futures markets and how they are traded
  • Understand the concepts of options trading, including put and call options
  • Design different option strategies and create corresponding payoff profiles
  • Construct and trade different options strategies in real-time markets
  • Calculate potential profit, loss and breakeven on various options positions
  • Integrate the use of Forward Rate Agreements (FRA) in various financial scenarios
  • Critically evaluate the construction of swaps and apply them to different financial scenarios
  • Describe credit derivatives and define their suitability in different investment scenarios

Testimonials

Eugene Murray

I am an IT contractor. Basically a web developer and my last three projects have been in the investment banks...

Eugene Murray
IT Contractor

Akif Din

It has been the best investment I have made. The course content and how it was taught was brilliant-some of the best teaching…

Akif Din
Trader, Acenya Traders

Sergi Martinez

Because it is the only official academy that offer an official certification once you...

Sergi Martinez
Analytics Bloomberg

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