Accreditation: Debt Markets
This module examines Australian debt markets, the products used and how, and typical participant strategies used when dealing and advising in this market. It includes two optional workshops.
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Financial Markets Accreditation Program
Debt Markets Module
See program outline
Sydney Jun 25, 2013
9:00am - 5:00pm
Sydney Jul 29, 2013
9:00am - 5:00pm
About the Speaker
Greg Wrate, Consultant
Greg is an experienced financial markets professional having been actively and continually involved in many aspects of Australian OTC wholesale financial markets for over 30 years. Given his ‘front’ and ‘back’ experiences, Greg possesses a unique understanding of the risks associated with trading and settling a financial transaction i.e. the full "life cycle" of a wholesale financial transaction.
The bulk of his involvement in financial markets was gained at J. P. Morgan Australia where he was employed for 20 years. During this period Greg gained considerable experience in trading various financial products and in managing all aspects of a dealing room for an international investment bank, as well as the compliance, operational and technological support of those activities.
Who is it for?
This module is suitable for individuals:
- operating in Australian traded debt markets and seeking recognition of their skills and knowledge
- working for AFMA member organisations and requiring industry accreditation in debt products
- working for Australian Financial Services Licensees and needing to satisfy regulatory training requirements in debt securities and derivatives (for RG 105 or RG146)
- seeking a nationally recognised workplace qualification in finance.
Important: assumed knowledge
- The (optional) workshop and assessment for this course assume that you are able to undertake basic interest rate and pricing calculations for discount securities and bonds. To do so, you must be able to operate a financial calculator such as a HP12C.
- Practice exercises are provided upon enrolment so you can self-assess your competence in this area. If you cannot achieve around 80% of the answers correctly, then we strongly advise that you first complete the Debt Markets Mathematics workshop prior to enrolling in this course or risk compromising your success in the course.
What will you learn?
By the end of this module you'll have gained applied knowledge and skills in:
- money market instruments
- long-term debt securities
- FRAs, swaps and futures
- options and other derivatives
- trading and managing interest rate risk
- providing advice in debt securities and derivatives
What is the workload?
The estimated workload for this module includes:
- six and a half hours of workshop attendance
- approximately 20-30 hours of self study
- completion of the assessment (skills assessment and exam)
What is the assessment?
There are two assessment components for the Debt Markets Module:
exam. This is a 90-minute online exam with 50 multiple choice questions.
skills assessment. A scenario-based case study skills assessment via the AFMA Moodle system.
What do you achieve by completing this module
You will be awarded a Statement of Attainment, as partial completion of the Diploma of Financial Markets FNS51011. If you have previously completed the Financial Markets Core Module, you will then be awarded the full Diploma of Financial Markets.
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