The Trader
Learn the markets and products for both equities and fixed income, currencies and commodities and the relevant derivatives with our sales and trading micro-degree.
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Get all courses with a Felix Boost or Pro plan
Access every course we offer with a Felix plan. Over 275 hours of learning content across 3,793 videos and counting.
£449
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3,784 videos across 427 playlists in our Boost plan.
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Advanced analytical tools for 7,000 firms in our Pro plan.
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3000+ students enrolled
13
Hours
9
Topics
62
Practical exercises
2
Exams
The Trader includes
- Calculating equity value
- Calculating enterprise value
- Non-core items, debt equivalent items, and non-controlling interests
- Calculating simple multiples
- Illustrating the impact of leverage
- Understand how growth rates, returns and multiples interrelate
- Cash equities
- Different exchanges
- Initial public offerings
- Role of ECM versus trading desk
- Equity events: spin offs, share repurchases, asset sales
- Fixed income events: debt restructuring, distressed debt
- Private situations
- Options, forwards, and futures
- Asset swaps
- Structured products
- Hedging
- US government bond market including TIPS and zero coupons
- European government bond market including index linked Gilts, Gilt strips, and other inflation-linked bonds (e.g. Germany)
- Asian government bond market including JGBi
- Yield curve
- Central bank activity and impact to capital markets
- Credit ratings
- Credit spreads and implied risk premia
- US corporate bond market
- European corporate bond market
- Bonds with specialist including puttable, callable, contingent capital (coco), CLOs, CDOs, convertibles, and exchangables
- Bank loans
- Calculating bond yields
- Calculating bond prices
- Role of DCM versus the trading desk
- FX definitions and quote methodology
- FX spot market
- Cross rates
- Commodity markets
- Options, forwards, and futures
- Interest rate swaps
- Swaptions
- Credit default swaps and credit default indices
- FX and commodity derivatives
- Structured products
- What is collateral?
- Types of collateral
- Credit risk
- Centralized clearing
The Trader
| Micro-Degree
The Equities Trader
7
Hours
4
Topics
34
Practical exercises
1
Exam
Learn all aspects of equity sales and trading at an investment bank and utilize practical skills from day one.
Equity to Enterprise Value Bridge
33 video minutes
7 excel exercises
Video minutes 33
Excel Exercises 7
Equities Markets and Products
34 video minutes
8 excel exercises
Video minutes 34
Excel Exercises 8
Special Situations
92 video minutes
6 excel exercises
Video minutes 92
Excel Exercises 6
Equity Derivatives
62 video minutes
13 excel exercises
Video minutes 62
Excel Exercises 13
The FICC Trader
5.5
Hours
5
Topics
28
Practical exercises
1
Exam
Learn all aspects of fixed income, currencies and commodities sales and trading at an investment bank.
Rates Markets and Products
39 video minutes
5 excel exercises
Video minutes 39
Excel Exercises 5
Credit Markets and Products
41 video minutes
10 excel exercises
Video minutes 41
Excel Exercises 10
FX and Commodities
19 video minutes
Video minutes 19
Excel Exercises 0
Fixed Income Derivatives
35 video minutes
8 excel exercises
Video minutes 35
Excel Exercises 8
Collateral Management
33 video minutes
5 excel exercises
Video minutes 33
Excel Exercises 5
Skills & Learning Objectives in The Trader Micro-Degree
Learn from our expert instructors
Learn more about our full facultyRecognized by industry experts
Colin Evans
Managing Director at J.P. Morgan
Colin Evans is a Managing Director at J.P Morgan and leads the financial institutions coverage team globally for the Corporate Banking.
Dr. Bridget Lyons
Professor of Finance
Professor of Finance at the Jack Welch College of Business at Sacred Heart University and Associate Instructor.
Chris Bishko
CFO
CFO with over 25 years experience as an operator, investor and investment banker in technology and financial services.
Wall Street Recognized Certification
Established on Wall Street, Financial Edge has taught at the biggest bulge-bracket firms since 2016, and now we offer that very same training online for you. It’s no secret that banking is fiercely competitive, which is why our Wall Street recognized certification is designed to let your employers know you have the skills to succeed.
Complete a Micro‑degree to join our exclusive alumni
Sit beside the world’s best investment bankers on LinkedIn, and take advantage of exclusive must-have benefits for new and experienced analysts.
What Our Students Say
Get The Trader Micro-Degree
Single Course
- Lifetime access
- Expert instructor support
Boost Plan
Includes full access to all certified courses.
- 266+ hours of instructor-led learning
- Search across 480+ playlists, 4000+ videos and Q&As
- Role-focused pathways
- Expert instructor support
Pro Plan
Full Felix access including all learning content and data features.
- Everything in the Boost plan
- Streamlined company data
- Current and historic filings for over 7000 companies
- Market and industry data
- Ready-to-use sector and transaction models
Compare plans
| Single Course | Boost Plan | Pro Plan | |
|---|---|---|---|
| Completion certificates | 42 | 42 | |
| Skills certificates | 2 | 59 | 59 |
| Micro-degrees | 1 | 12 | 12 |
| Lifetime access to course | |||
| Expert instructor support | |||
| Practical exercises to work alongside videos and quick quizzes to test your understanding | |||
| Searchable library of 480+ playlists, 4000+ videos and Q&As | |||
| 12 role-based learning pathways, including Investment Banking, Equity Research, Sales and Trading and more | |||
| Weekly live webinars | |||
| Streamlined company data (WACC. & EV bridge calculator, custom comparables) | |||
| Current and historic filings for over 7000 firms globally | |||
| Current and historic filings for over 4000 US firms | |||
| Link to, label and share data points in filings (limited to 10 for Free and Boost users, unlimited for Pro) | |||
| Regional and industry data sets | |||
| Ready-to-use sector and transaction models | |||
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