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Equity Derivatives

Equity indices, dividends, forwards, swaps and options are an essential part of the financial marketplace. This programme will equip you to use, price and manage risk across the wide variety of different equity derivative products. 

The programme starts with the building blocks of equity market indices, dividends, futures and forwards. From there, it progresses to equity and dividend swaps. It covers issues in swap valuation including collateral and credit risk as well as the practical applications of swaps in corporate finance, M&A activity and investment management.

Day two focuses on advanced issues in trading equity swaps and options. This includes the definition, types and uses of different equity options. It then progresses to teach practical applications and strategies across risk management, trading, corporate treasury and investment management. 

Day three covers the essentials of option pricing, including the Black-Scholes model, hedging and option sensitivities (the “Greeks”). It then teaches various strategies to trade views on volatility using equity options.

The approach is hands-on and learning is enhanced through many practical exercises covering hedging, valuation and risk management. The exercises use Excel spreadsheets which participants can take away for immediate implementation.

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  • Date:
  • Venue:
  • This course is only available via LFS LiveLFS Live
  • Fee:
  • US$1790 per day
    US$5370 total

This course is also available in London Time Zone and New York Time Zone

This course is FTS-Eligible* and also eligible for 24 CPD hours. GARP & CFA Institute members are eligible for 24 CE/CPD credits. See details

Who The Course is For
  • Equity and Derivative sales, traders, structurers, quants and relevant IT personnel
  • Asset allocation managers
  • Equity portfolio managers
  • Company finance executives, corporate treasurers and investment bankers
  • Risk managers, finance and IPV professional
  • Auditors and accountants
Learning Objectives
  • Gain familiarity with corporate structure, types of equity, indices, dividends, repos / stock lending, futures and forwards – and how to use them
  • Learn about equity and dividend swap products, their uses in trading, M&A and portfolio management –  and how to price them and manage the various risks
  • Become familiar with equity options, their definitions and characteristics – learn how to price them and manage their risk, and how to use them for taking equity risk, yield enhancement and portfolio protection
  • Understand strategies designed to trade / hedge volatility using options
Prior Knowledge

Basic knowledge of Microsoft Excel and a general understanding of equity markets.


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*FTS Eligible
This programme is approved for listing on the Financial Training Scheme (FTS) Programme Directory and is eligible for FTS claims subject to all eligibility criteria being met. Please note that in no way does this represent an endorsement of the quality of the training provider and programme. Participants are advised to assess the suitability of the programme and its relevance to participants' business activities or job roles. The FTS is available to eligible entities, at a 50% funding level of programme fees subject to all eligibility criteria being met. FTS claims may only be made for programmes listed on the FTS Programme Directory with the specified validity period. Please refer to www.ibf.org.sg for more information.