The Trader includes

micro degree icon

The Trader

| Micro-Degree

skills certificate

The Equities Trader

| Skills Certificate
Accordion White Arrow Icon






Practical exercises



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

8 excel exercises

Accordion Arrow Icon

Video minutes 33

Excel Exercises 8

  • 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

Equities Markets and Products

34 video minutes

8 excel exercises

Accordion Arrow Icon

Video minutes 34

Excel Exercises 8

  • Cash equities
  • Different exchanges
  • Initial public offerings
  • Role of ECM versus trading desk

Special Situations

92 video minutes

6 excel exercises

Accordion Arrow Icon

Video minutes 92

Excel Exercises 6

  • Equity events: spin offs, share repurchases, asset sales
  • Fixed income events: debt restructuring, distressed debt
  • Private situations

Equity Derivatives

63 video minutes

13 excel exercises

Accordion Arrow Icon

Video minutes 63

Excel Exercises 13

  • Options, forwards, and futures
  • Asset swaps
  • Structured products
  • Hedging
skills certificate

The FICC Trader

| Skills Certificate
Accordion White Arrow Icon






Practical exercises



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

Accordion Arrow Icon

Video minutes 39

Excel Exercises 5

  • 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 Markets and Products

41 video minutes

9 excel exercises

Accordion Arrow Icon

Video minutes 41

Excel Exercises 9

  • 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 and Commodities

19 video minutes

0 excel exercises

Accordion Arrow Icon

Video minutes 19

Excel Exercises 0

  • FX definitions and quote methodology
  • FX spot market
  • Cross rates
  • Commodity markets

Fixed Income Derivatives

35 video minutes

8 excel exercises

Accordion Arrow Icon

Video minutes 35

Excel Exercises 8

  • Options, forwards, and futures
  • Interest rate swaps
  • Swaptions
  • Credit default swaps and credit default indices
  • FX and commodity derivatives
  • Structured products

Collateral Management

33 video minutes

5 excel exercises

Accordion Arrow Icon

Video minutes 33

Excel Exercises 5

  • What is collateral?
  • Types of collateral
  • Credit risk
  • Centralized clearing

Skills & Learning Objectives in The Trader Micro-Degree

Recognized 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 with over 25 years experience as an operator, investor and investment banker in technology and financial services.

Level image

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.

This course is officially CPD certified

Continuing Professional Development (CPD) keeps a record of your increasing skills, knowledge and experience throughout your career, which now includes select Financial Edge certifications.

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

The Trader Micro-Degree is included in your Felix Plan


Get full access to all our certified courses and instructor support.
Billed annually.
Get Started
Boost includes:
  • 184+ hours of instructor-led learning
  • Search across 350+ playlists, 3000+ videos and Q&As
  • Role-focused pathways
  • Expert instructor support


Gain additional access the full suite of data and analytics tools used by Wall Street analysts.
Billed annually.
Get Started
Pro includes:
  • 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

Boost Pro
Completion certificates 38 38
Skills certificates 51 51
Micro-degrees 12 12
Searchable library of 350+ playlists, 3000+ videos and Q&As
10 role-based learning pathways, including Investment Banking, Equity Research, Sales and Trading and more
Expert instructor support
Practical exercises to work alongside videos and quick quizzes to test your understanding
Weekly live webinars
Streamlined company data (WACC. & EV bridge calculator, custom comparables)
Current and historic filings for over 4,000 US firms
Current and historic filings for over 7,000 firms globally
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
Boost £449 Billed annually Get Started
Pro £699 Billed annually Get Started

Frequently Asked Questions

What tech do I need?

Accordion Arrow Icon
Access your course across desktop, laptop, tablet or phone; either via our web portal or the dedicated mobile app. While we have optimized our video quality and size, we recommend a broadband connection to enable uninterrupted video playback. A PDF reader and spreadsheet application are required to open the supporting resources.

Is it right for me?

Accordion Arrow Icon
Our online courses reflect the training new analysts receive at the leading financial organizations. They're challenging, but if you want to demonstrate you are as good as the best in the industry then this is the course for you. The top investment banks will recognize our micro-degree certifications, making them perfect for graduates looking to land a job or a professional preparing for a new role.

Are Financial Edge's courses credible?

Accordion Arrow Icon
The leading investment banks, as rated by the FT, hire us to train their incoming analysts. If you are looking to join the best analysts in the world, why not challenge yourself with the same content and certification with the same Wall Street instructors ready to answer your questions.

Will the Trader help me get a job?

Accordion Arrow Icon
Absolutely. Develop practical skills you can use to impress at interviews, whether you’re looking to break into finance or change roles.

How long do I have to complete the Trader ?

Accordion Arrow Icon
Everyone works at their own pace so there's no restrictions, all you need is an active Felix plan for the course you are completing. All Felix plans renew annually.

Are there any hidden costs?

Accordion Arrow Icon
No. Everything you need is included, from instructor-led videos and Excel exercises to the exams.

What is CPD?

Accordion Arrow Icon
All of our online courses are CPD accredited. CPD stands for Continuing Professional Development and makes demonstrating your commitment to learning easy. Your institution or accrediting body may track CDP points through activities, units or hours. Check with the relevant party to find out how you should be monitoring your progress.

What support will I get along the way?

Accordion Arrow Icon
Our expert instructors are standing by to answer questions and help you develop a detailed understanding of finance complexities. Our technical support team are also ready to help with any system problems.

Start earning your Trader Micro‑degree certificate today.