What is the duration of the course?

The Financial Instruments course has a duration of 112 Hours

Can I change my learning mode from self-paced to instructor-led training programs?

Yes. A professional can change the mode of learning from self-paced to instructor-led training by consulting with their HH buddy.

Are there any weekend batches available?

Yes. There are multiple weekend batches available.

Does Henry Harvin® offer Corporate Training?

We are happy to inform you that Henry Harvin® has exclusive corporate training sessions with experts on board.

Can I take a break from the classes during the course?

Well, there is no such option of taking a break from the classes in an ongoing course. Instead, professionals can change their batch from instructor-led to self-paced training classes

Financial Instruments Course

Q: Does Henry Harvin® offer Corporate Training?

We are happy to inform you that Henry Harvin&reg; has exclusive corporate training sessions with experts on board.

Module 1: Introduction to Financial Instruments

Understand the concept and significance of financial instruments in the financial markets. Explore the various types of financial instruments and their roles in the economy. Gain insights into the importance of financial instruments in investment and risk management.

Definition and Characteristics of Financial Instruments
Types of Financial Instruments: Equity, Debt, Derivatives, and Others
Role of Financial Instruments in Capital Allocation and Economic Growth

Module 2: Equity Instruments

Learn about equity instruments and their importance for businesses and investors. Understand the features and valuation methods of common stock and preferred stock. Explore the benefits and risks associated with investing in equity instruments.

Introduction to Equity Instruments
Valuation of Common Stock and Preferred Stock
Equity Investment Strategies and Risk Management

Module 3: Debt Instruments

Explore the various types of debt instruments and their characteristics. Understand the role of bonds and other debt securities in raising capital for corporations and governments. Learn about the factors influencing the yields and prices of debt instruments.

Types of Debt Instruments: Bonds, Treasury Bills, and Corporate Debt
Bond Valuation and Yield Calculations
Credit Ratings and Default Risk in Debt Instruments

Module 4: Derivative Instruments

Understand the concept of derivatives and their use in managing financial risk. Explore the different types of derivatives, including futures, options, and swaps. Learn about the mechanics and applications of derivative instruments in various industries.

Introduction to Derivative Instruments
Futures and Options Contracts
Hedging and Speculation with Derivatives

Module 5: Foreign Exchange Instruments

Learn about foreign exchange (forex) instruments and the importance of the forex market. Understand how currency exchange rates are determined and their impact on international trade. Explore the use of forex instruments for risk management and speculation.

Introduction to Foreign Exchange Instruments
Currency Exchange Rates and Forex Market Operations
Forex Hedging Strategies and Currency Swaps

Module 6: Money Market Instruments

Explore the various money market instruments and their role in short-term borrowing and lending. Understand the features and benefits of money market instruments for investors and issuers. Learn about the functioning of the money market and its importance in the financial system.

Types of Money Market Instruments: Treasury Bills, Commercial Papers, and Certificates of Deposit
Money Market Operations and Participants
Investing in Money Market Instruments and Risk Considerations

Module 7: Capital Market Instruments

Learn about capital market instruments and their significance in long-term financing. Understand the difference between primary and secondary markets for capital market instruments. Explore the benefits and risks associated with investing in capital market instruments.

Introduction to Capital Market Instruments
Primary Market Offerings: IPOs and Rights Issues
Secondary Market Trading and Investment Strategies

Module 8: Commodities and Commodity Instruments

Explore the concept of commodities and their importance in global trade. Understand the various commodity instruments, such as futures and options contracts. Learn about the factors influencing commodity prices and trading strategies.

Introduction to Commodities and Commodity Markets
Commodity Futures and Options Trading
Commodity Price Analysis and Risk Management

Module 9: Real Estate Investment Instruments

Learn about real estate investment instruments and their role in property financing. Understand the different types of real estate investment trusts (REITs) and their features. Explore the benefits and risks associated with investing in real estate instruments.

Real Estate Investment Trusts (REITs) and their Structure
Investing in Real Estate Funds and Mortgage-Backed Securities
Real Estate Market Analysis and Investment Strategies

Module 10: Structured Financial Instruments

Explore the concept of structured financial instruments and their complexity. Understand the role of securitization and collateralized debt obligations (CDOs) in structured finance. Learn about the risks and controversies associated with structured financial instruments.

Introduction to Structured Financial Instruments
Securitization and Asset-Backed Securities (ABS)
Evaluating Risks in Structured Finance Products

Module 11: Mutual Funds and Exchange-Traded Funds (ETFs)

Learn about mutual funds and ETFs as investment vehicles. Understand the structure, advantages, and disadvantages of mutual funds and ETFs. Explore the different types of mutual funds and ETF strategies.

Introduction to Mutual Funds and ETFs
Types of Mutual Funds: Equity, Debt, and Hybrid
ETF Trading, Market Making, and Arbitrage

Module 12: Islamic Finance Instruments

Understand the principles of Islamic finance and Sharia-compliant financial instruments. Learn about the various types of Islamic financial instruments, such as Sukuk and Islamic funds. Explore the growth and challenges of Islamic finance in global markets.

Introduction to Islamic Finance Principles
Sukuk: Islamic Bonds and Financing Instruments
Islamic Funds and Investment Products

Module 13: Hedge Funds and Private Equity Instruments

Explore the role of hedge funds and private equity in alternative investments. Understand the strategies and risks associated with hedge fund investments. Learn about private equity instruments and their impact on companies and investors.

Hedge Fund Strategies and Performance Metrics
Hedge Fund Risk Management and Due Diligence
Private Equity Investments and Venture Capital Funds

Module 14: Venture Capital and Start-up Financing Instruments

Learn about venture capital funding and its importance for start-up businesses. Understand the various venture capital instruments, such as convertible notes and equity financing. Explore the process of venture capital investment and exit strategies.

Introduction to Venture Capital and Start-up Financing
Types of Venture Capital Financing: Seed, Series A, and beyond
Venture Capital Deal Structures and Term Sheets

Module 15: Credit Instruments and Credit Rating

Explore credit instruments and their role in debt financing. Understand the credit rating process and its importance in assessing credit risk. Learn about credit derivatives and credit default swaps (CDS).

Types of Credit Instruments: Loans, Bonds, and Commercial Paper
Credit Rating Agencies and Credit Risk Assessment
Credit Derivatives and Credit Default Swaps (CDS)

Module 16: Alternative Investment Instruments

Learn about alternative investment instruments and their diversification benefits. Understand the features and risks associated with investments in art, collectibles, and cryptocurrencies. Explore the growing popularity of alternative investments in modern portfolios.

Introduction to Alternative Investments
Investing in Art, Wine, and Collectibles
Cryptocurrencies and Digital Assets

Module 17: Secured and Unsecured Instruments

Explore the distinction between secured and unsecured financial instruments. Understand the features and benefits of secured instruments, such as collateralized loans. Learn about the risks and credit analysis associated with unsecured instruments.

Secured Financial Instruments and Collateralization
Unsecured Instruments: Debentures, Promissory Notes, and Commercial Paper
Credit Analysis and Default Risk Assessment

Module 18: Government Securities and Treasury Instruments

Learn about government securities and their role in public finance. Understand the features and importance of treasury bills, bonds, and savings bonds. Explore the risks and benefits of investing in government securities.

Overview of Government Securities and Treasury Instruments
Types of Treasury Bills and Bonds
Investing in Government Securities and Market Liquidity

Module 19: Risk Management Instruments

Explore risk management instruments and their role in hedging against financial risks. Understand the mechanics and applications of financial derivatives for risk management. Learn about insurance-based risk management solutions.

Risk Management Strategies and Instruments
Hedging with Financial Derivatives
Insurance Solutions for Risk Mitigation

Module 20: Investment Banking and Capital Market Instruments

Learn about investment banking and its role in facilitating capital market transactions. Understand the process of underwriting and issuing capital market instruments. Explore the functions and challenges of investment banks in the financial system.

Introduction to Investment Banking and Capital Market Offerings
The Role of Investment Banks in IPOs and Bond Issuances
Investment Banking Regulations and Ethics

Module 21: Behavioral Finance and Investor Psychology

Explore the principles of behavioral finance and its influence on investment decisions. Understand how cognitive biases and emotional factors can impact financial instrument choices. Learn strategies to overcome behavioral biases and make more rational investment decisions.

Introduction to Behavioral Finance and Market Psychology
Common Behavioral Biases in Investing
Behavioral Finance Techniques for Improved Decision Making

Module 22: Financial Instruments for Retirement Planning

Learn about financial instruments suitable for retirement planning and wealth accumulation. Understand the benefits and tax implications of retirement-focused investment options. Explore strategies for building a diversified retirement portfolio.

Retirement Investment Vehicles: 401(k), IRA, and Annuities
Retirement Savings Strategies and Withdrawal Plans
Maximizing Returns and Minimizing Risks in Retirement Investing

Module 23: Leveraged and Inverse Financial Instruments

Explore leveraged and inverse financial instruments and their unique characteristics. Understand the risks and rewards associated with trading these complex instruments. Learn about the applications of leveraged and inverse instruments in different market conditions.

Introduction to Leveraged and Inverse Financial Instruments
Leveraged ETFs and Leveraged Products
Managing Risks in Leveraged and Inverse Trading Strategies

Module 24: Measuring Performance and Returns of Financial Instruments

Learn how to measure and evaluate the performance of financial instruments. Understand different performance metrics, such as ROI, CAGR, and Sharpe ratio. Explore the use of benchmarks for comparing financial instrument performance.

Performance Measurement Metrics for Investments
Time-Weighted vs. Money-Weighted Returns
Benchmarking and Evaluating Investment Performance

Module 25: Regulation and Oversight of Financial Instruments

Explore the regulatory framework governing financial instruments and their issuers. Understand the role of regulatory bodies in ensuring market transparency and investor protection. Learn about the compliance requirements for offering and trading financial instruments.

Financial Instrument Regulation and Securities Laws
Role of Securities and Exchange Commission (SEC) and other Regulatory Authorities
Compliance and Reporting Obligations for Financial Institutions

Module 26: Risk and Reward in Financial Instruments

Understand the relationship between risk and reward in different financial instruments. Learn how to assess risk levels and potential returns when investing in various instruments. Explore diversification strategies to manage risk in an investment portfolio.

Risk-Return Tradeoff in Financial Instruments
Risk Assessment and Risk Appetite in Investing
Portfolio Diversification for Risk Management

Module 27: Financial Instruments for Corporate Finance

Explore the use of financial instruments in corporate financing and capital structure. Understand the role of commercial paper, bonds, and other instruments in corporate fundraising. Learn about financial instruments used in mergers and acquisitions (M&A) and project financing.

Financing Options for Corporations: Debt vs. Equity
Capital Structure Optimization and Long-Term Financing
M&A Financing and Project Finance Instruments

Module 28: Financial Innovation and New Instrument Development

Explore the process of financial innovation and the creation of new financial instruments. Understand the risks and benefits of introducing innovative instruments to the market. Learn about the role of financial technology (FinTech) in driving instrument development.

Financial Innovation and Instrument Evolution
Challenges and Opportunities of New Financial Instruments
FinTech and its Impact on Financial Instrument Development

Module 29: Financial Instruments and Economic Indicators

Learn how financial instruments are influenced by economic indicators and macroeconomic factors. Understand the relationship between interest rates, inflation, and financial instrument performance. Explore strategies for aligning investment decisions with economic trends.

Economic Indicators and their Impact on Financial Instruments
Interest Rates and Bond Prices
Inflation and its Effect on Investments

Module 30: Ethical Considerations in Financial Instrument Trading

Explore ethical issues and dilemmas related to trading and investing in financial instruments. Understand the role of ethical conduct in building trust and credibility in financial markets. Learn about sustainable and socially responsible investing (SRI) in financial instruments.