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    Derivatives masterclass

    Derivatives masterclass

    We recommend you allow two to three hours to complete this programme, which is accredited with 3.0 CPD points/hours.

    Learning materials include the videos below (approximately 25 minutes in length each), the written curriculum and slide decks. All materials in further reading, please scroll down.

    On successful completion of the assessment, a CPD certificate will be available for printing or saving as a PDF document.

    Unit 1: How derivatives work and why use them: an introduction

    Derivatives play a major role across global financial markets, and are used in many investment strategies available today. In this unit we aim to introduce the principles behind derivatives, explain how some common derivatives work, and outline how portfolio managers might use them.

    Once you have viewed the video and read the paper, please continue on to the second unit below.

    Unit 2: Option theory and risk premia

    Option strategies can be used to hedge risk or generate alpha. In this unit we explore how options work and how they can be used, and combined, to achieve a range of goals.

    Once you have viewed the video and read the paper, please continue to the third unit below.

    Unit 3: Derivative strategies in practice

    Derivative strategies can be used to adjust and optimise a portfolio’s risk/return profile and other characteristics. In this unit we offer some broad principles and show how they can apply in practice.

    Once you have watched the video and read the paper, test your learning to earn CPD points.

    Test your learning


    Further reading

    What would you like to learn about?

    Our training modules are provided to help financial advisers expand their knowledge on carefully selected topics:

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