Back to Search
Finance & Economics

Derivatives Fundamentals (On-Demand - CFI)

DELIVERY FORMAT
Online On-Demand
SEMINAR TYPE
PD Seminar

Overview

This introductory course on the topic of derivatives covers the fundamental knowledge you need to know about derivatives. You will learn to differentiate between forward, futures, options, and swaps contracts. You will also work on practical examples in Excel to calculate the profits/losses for each type of contract. By the end of this course, you will have the essential knowledge about derivative contracts required to proceed to more advanced topics, such as derivatives pricing and trading.

 
Access expires 180 days from purchase date

Applicable for

This course is perfect for anyone who wants to build up their understanding of capital markets. This course is designed to equip anyone who desires to begin a career in fixed income, equity, sales, trading, or other areas of finance with the fundamental knowledge of derivatives.

Learning Objectives

Upon completing this course, you should be comfortable explaining the differences between the types of derivatives and how they can be used for hedging and speculating purposes. 

Major topics covered in this course include:

  • characteristics of derivative contracts
  • over-the-counter vs. exchange-traded
  • forward contracts
  • futures contracts
  • initial and maintenance margins
  • call and put options
  • moneyness (in-the-money, at-the-money, out-of-the-money)
  • swap contracts

Content

This course covers the definition, purpose, and components of each of the four main types of derivatives. You’ll look at real-world examples of derivatives on Refinitiv Workspace. Additionally, you’ll work on example calculations in Excel to determine the profits/ losses generated from various derivatives.

Course Content Created: October 2019

The information is current as of the creation  or last updated date. While we strive to keep our inventory updated and periodically remove outdated titles, changes in accounting, tax, legislation and technology may occur. Purchasers should note the date and verify for themselves if the course is still relevant to their needs.

About This Product

On-Demand Courses by CFI. Corporate Finance Institute (CFI) courses are designed for finance professionals and industry practitioners who want to master the art of corporate finance. The instructions on how to access this course will be included on your registration confirmation.

Please note that not all on-demand courses include downloadable materials such as course notes or slides.

How to get started

Upon completion of purchase, go to mylms.bccpa.ca and log in using your CPABC Online Services credentials. Click “Go to your Courses and Materials” to go to your Learning Center, then find and click on your course title.

Course Dates & Registration

Available on-demand. 180-day access from purchase date.
Available
Available on-demand. 180-day access from purchase date.
Past
Available on-demand. 180-day access from purchase date.
Past
Available on-demand. 180-day access from purchase date.
Past
Available on-demand. 180-day access from purchase date.
Past
Course Details
Cost
$158
Members
$168
Non-Members
Eligible Hours
2.5
CPD Hours
0
Ethics Hours
0
AML Hours
Passport
4
Credits
Special Notes
Access to all paid on-demand learning courses will be for 180 days from the date of purchase. Please disregard any reference to the dates of either August 31 or March 31 which is for internal purposes only.
Interested in similar content?

Starting April 1, 2026, a 2.1% fee will be applied to all credit card transactions. Learn more about this fee and how it relates to PD registrations.

Finance & Economics

Derivatives Fundamentals (On-Demand - CFI)

DELIVERY FORMAT
Online On-Demand
SEMINAR TYPE
PD Seminar
Course Details
Cost
$158
Members
$168
Non-Members
Eligible Hours
2.5
CPD Hours
0
Ethics Hours
0
AML Hours
Passport
4
Credits

Overview

This introductory course on the topic of derivatives covers the fundamental knowledge you need to know about derivatives. You will learn to differentiate between forward, futures, options, and swaps contracts. You will also work on practical examples in Excel to calculate the profits/losses for each type of contract. By the end of this course, you will have the essential knowledge about derivative contracts required to proceed to more advanced topics, such as derivatives pricing and trading.

 
Access expires 180 days from purchase date

Applicable for

This course is perfect for anyone who wants to build up their understanding of capital markets. This course is designed to equip anyone who desires to begin a career in fixed income, equity, sales, trading, or other areas of finance with the fundamental knowledge of derivatives.

Learning Objectives

Upon completing this course, you should be comfortable explaining the differences between the types of derivatives and how they can be used for hedging and speculating purposes. 

Major topics covered in this course include:

  • characteristics of derivative contracts
  • over-the-counter vs. exchange-traded
  • forward contracts
  • futures contracts
  • initial and maintenance margins
  • call and put options
  • moneyness (in-the-money, at-the-money, out-of-the-money)
  • swap contracts

Content

This course covers the definition, purpose, and components of each of the four main types of derivatives. You’ll look at real-world examples of derivatives on Refinitiv Workspace. Additionally, you’ll work on example calculations in Excel to determine the profits/ losses generated from various derivatives.

Course Content Created: October 2019

The information is current as of the creation  or last updated date. While we strive to keep our inventory updated and periodically remove outdated titles, changes in accounting, tax, legislation and technology may occur. Purchasers should note the date and verify for themselves if the course is still relevant to their needs.

About This Product

On-Demand Courses by CFI. Corporate Finance Institute (CFI) courses are designed for finance professionals and industry practitioners who want to master the art of corporate finance. The instructions on how to access this course will be included on your registration confirmation.

Please note that not all on-demand courses include downloadable materials such as course notes or slides.

How to get started

Upon completion of purchase, go to mylms.bccpa.ca and log in using your CPABC Online Services credentials. Click “Go to your Courses and Materials” to go to your Learning Center, then find and click on your course title.

Course Dates & Registration

Available on-demand. 180-day access from purchase date.
Available
Available on-demand. 180-day access from purchase date.
Past
Available on-demand. 180-day access from purchase date.
Past
Available on-demand. 180-day access from purchase date.
Past
Available on-demand. 180-day access from purchase date.
Past
Special Notes
Access to all paid on-demand learning courses will be for 180 days from the date of purchase. Please disregard any reference to the dates of either August 31 or March 31 which is for internal purposes only.
Interested in similar content?

Starting April 1, 2026, a 2.1% fee will be applied to all credit card transactions. Learn more about this fee and how it relates to PD registrations.