Financial Management
Simplifying Market Transactions
Investor Positions, Practical, Margin, and Market Structures
1 CPD credit on completion
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Certificate on completion
Downloadable resources
Self-paced learning
About This Course
Course Information
The learning outcomes from this CPD refresher course include: Understanding the investor position How leverage and margin transactions work Explaining primary and secondary markets How order instructions are processed
Certificate on Completion
This course is made up of videos, questions and additional reading materials, and accounts for 1 unit of CPD. One unit is the equivalent of one hour of learning.
Course Sections
This course is made up of the following sections:
- Investor positions (video)
- Investor positions (quiz)
- Simplifying transactions (video)
- Simplifying transactions (quiz)
What You Will Learn
- Explain long and short positions and how each profits from different market movements
- Calculate use ratios and margin requirements for used investment positions
- Describe how primary markets (IPOs, book building, underwriting) differ from secondary markets
- Distinguish between quote-driven, order-driven, and brokered market structures
- Identify the types of order instructions including market orders, limit orders, and stop orders
Who This Course Is For
- Finance professionals who want a clear grounding in how securities markets operate
- Accountants and analysts who encounter market transaction terminology and need to understand the mechanics
- Professionals preparing for roles in investment management or corporate finance advisory
Prerequisites
- Basic awareness of how stocks and bonds are bought and sold
- No advanced finance knowledge is required; the course explains concepts from first principles
Frequently Asked Questions
Course Details
CPD Credits1
CertificateYes
Pricing
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Everything included in your subscription:
CPD certificate on completion
Downloadable resources
Self-paced learning
Expert-led content
24/7 access
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