Free preview

Overview

Introduction to Capital Markets Course Overview

This Introduction to Capital Markets course offers a comprehensive overview of the industry, and key career opportunities. You will learn about the sell-side, buy-side, and the most popular and sought-after career paths in each of those respective groups. You will gain practical and deliberate knowledge, as this course takes you through typical day-in-the-life scenarios, allowing you to gain an understanding of the core competencies and personality traits that would drive success. Lastly, the course empowers you with the information you need to ensure that your career research is focused and that you use your most limited resource – time – wisely. After completing this course, you will have a better understanding of how the capital markets industry is structured, how each constituent contributes to maintaining smooth, functioning financial markets, and a keen idea of what field you may be best suited to pursue opportunities in. Topics Explored:

Defining Capital Markets
Sell-Side: Origination, Sales & Trading, Primary & Secondary Markets
Buy-Side: Traditional and Non-Traditional (i.e., Hedge Funds)

Introduction to Capital Markets Learning Objectives

After completing this course, you will be able to:

Define primary and secondary markets, including the stakeholders involved in each and how they interact with each other
Describe the sell-side and buy-side of finance, the activities conducted on each side, and the capital markets careers available
Describe how sell-side and buy-side institutions not only work together but need each other to maintain smooth, functioning financial markets
Understand what a typical day-in-the-life looks like for each career path discussed, as well as the core skillsets that successful professionals would have
Determine what capital markets career path may be best suited for your passion, skillset, and personality

Who Should Take This Course?

This Introduction to Capital Markets course is perfect for anyone and everyone interested in pursuing a career in finance. Whether you are about to undergo your first job search as a new graduate of an academic institution, or you are ready to transition career paths after gaining professional work experience in a related or unrelated field, this course will help you get a comprehensive lay of the land so that you have a roadmap for your career pursuits.

Introduction to Capital Markets

Led by Meeyeon Park

Get Started Enroll For Free

Level 1

Approx 2h to complete

100% online and self-paced

Get Recognized With CFI

See All Certification Programs

What you'll learn

Lesson

Multimedia

Exams

Files

Course Introduction

Course Introduction Free Preview

Learning Objectives Free Preview

Downloadable Files

Are You a Buy Side or Sell Side Type? Free Preview

Defining Capital Markets

Primary Markets

Secondary Markets

Primary vs. Secondary

Participants in CM

Learning Roadmap

Sell Side

Sell Side Overview

Sell Side Overview - Detailed Chart

Sell-Side Investment Banking: Origination & Primary Markets

Origination and Primary Markets

DCM and ECM

A Day in the Life: Full Circle Transaction

Career Paths

A Day in the Life: Full Circle Transaction Continued

Sell-Side S&T, Research: Secondary Markets

Sell-Side S&T, Research: Secondary Markets Introduction

Sell-Side S&T, and Research

Sell-Side S&T, and Research Continued

Sell-Side S&T, and Research: Trading Floor

Sell-Side S&T, and Research: Career Paths

A Day in the Life: Sales

A Day in the Life: Trader

A Day in the Life: Research

Full Circle Transaction

Buy Side

Buy Side Introduction

Buy-Side Overview

Buy-Side Traditional

Buy-Side Traditional: Grouping

Buy-Side Traditional: Career Path

Buy-Side Traditional: Workflow

A Day in the Life: Buy-Side Traditional

Buy-Side Non-Traditional

Buy-Side Non-Traditional: Overview

Buy-Side Non-Traditional: Leverage

Buy-Side Traditional vs. Non-Traditional

Buy-Side Non-Traditional: Career Path

Buy-Side Traditional vs. Non-Traditional Continued

A Day in the Life: Buy-Side Non-Traditional

Course Summary

Conclusion

Qualified Assessment

This Course is Part of the Following Programs

Why stop here? Expand your skills and show your expertise with the professional certifications, specializations, and CPE credits you’re already on your way to earning.

All Capital Markets & Securities Analyst (CMSA)® Courses

Introduction to Capital Markets is part of the Capital Markets & Securities Analyst (CMSA)® certification, which includes 42 courses.

Skills Learned Trading strategies used in the finance and capital markets
Career Prep Work in capital markets, whether on the buy-side or the sell-side

Learn More

What our students say

The course is interesting and educative
This course is self explanatory and rewarding. The illustration is top notch.

Samson Nendima

Informative
Eye opening, as it is quite highly informative.

Olabisi Olaleru

I had a very good time learning about capital markets because of the oversimplified way of teaching
I recommend other students who are willing to broaden their knowledge about finance to take CFI courses. I may have taken only one right now but I'm willing to take another one in the future because of my experience learning here.

Nutole Daba

Deep understanding and learning it's powerful
Yal just have a great way of doing thing for people that are wanting to learn n thank yal

josh spalding

Learning made easy
Quick and effective, simple to understand and great insights!

Joe Lawson

Easily Understandable and Value-added Course
I am an engineering student and took this course out of interest. I enjoyed this course and it was explained in simple terms and now I have a good understanding in this topic. I liked it. Thank you.

Kommalapudi Adhish

nice one
nothing to criticise

Sharvil Pradhan

it is very good to me
the way of learning is good it is more clear

Mintesnot Mesfin

Captivating
It was very educating

Mubarak Abdulsalam

Wonderful
Very insightful experience.

Adedeji Obadofin

Updated Understanding of Capital Markets
The Introduction to Capital Markets Course updates me in detailed manner through encompassing all integral stakeholders with their respective roles and level of influences. Though I have learned CM in my Bachelor and MBA program years before, I kept only incomplete theoretical knowleadge and inapplicable compared to CFI course contents. This is due to limited applications of primary stock market and no experience of secondary stock market in Ethiopia,

Endale Mulugeta

the name gives it all and more
highly recommended to anyone seeking not only intricate knowledge into the basic understanding of the capital markets but a broader insight into what goes in and around the market and the market players.

hans elecon

good
Please provide downloadable course materials

SAMUEL SUGURU LAARY

Excellent
Bite-sized contents with easy-to-understand visuals.

Serene Long

EXCELLENT
Excellent learning endeavour

Dr. Shantashib Samaddar (Ph.D)

Great experience thank you
I am 32 years old and i am restarting my career from the beginning and until now there was nobody who would allow me to do that. Thank you CFI.

Ibrahim Samaké

Iyaloo Iyambo

Very Informative
You would learn a lot from this course especially if you're looking to switch into the finance Industry.

TOLUWANIMI AKINYEMI

Amazing
Its very helpful, the audio is clear, visuals are good just one thing that premium users will have more benefit

Shreyas D Pandey

This is the kind of structured information I need to be able to choose my career effectively, and it's much clearer and more neutral than discussions with professionals at job fairs or via linkedin...

Nathan Bresinski

Totally worth learning

Hemantkumar Patil

Awesome
Great to have this enlightenment.

Peter Jerome Mensah

its my first time for online course and I have enjoyed it. Thank you CFI

Ermias Mengistu

Well organized
It was a great experience. Espacially, I like the practical exercises where you will learn how these derivatives work in real life.

Akmal Bekchanov

Good introduction
A good source of information for a starter looking to navigate into capital markets and make the relevant choice on a career option.

Takudzwa MUPINDU

it was a great experience with CFI they provide important course in a very precise way
i want to encourage the students to complete course with CFI.it will enhance their knowledge and help them in building Career.

Md Zahid Alam

Capital Markets in a nutshell
Important terms and explanations are covered in this introduction. I like how the Corporate Finance Institute always explains with scenarios or examples that are industry-based, this makes it easier to relate.

Linda Etuhole Nakasole

New and basic informations
Actually I learned some of new stuff about financial services hope it would be useful for my future career and I recommend you to see the all videos because they are really helpful

Mamadalieva Mokhigulkhon

The use of illustrations and real-life companies created an environment for easy understanding. I would recommend for any beginner in the capital market space.

Halima Salman

A comprehensive and well-explained introduction to the capital markets
I would highly recommend the "Introduction to Capital Markets" course by Corporate Finance Institute to anyone who is interested in learning about the capital markets. The course is well-taught and informative, and it provides a solid foundation for further learning in finance.

Arka Kanungo

Gratifying
The course helps you understand if you are new to the topic.

Jorge Godoy

Financial officer
This course is good for financial market.

Mya Thet Maw

Excellent
A very useful course for me. Thank you.

Thuzar Tin Ohn

Lovely Experience
This course made me know in what field I would accelerate more in when it comes to Capital Markets, which is a very broad industry. I urge everyone in the finance world, even though you aren't interested in the Capital markets, please take this course so you can know of the departments above your designation or below, incase you might be in the wrong department. Lovely experience.

Siphumelele Mashiane

It was very good for me to do this course
Access this course to gain knowledge about CM

Anmol Liaqat

It is like a drop of Water for Change
Try and try again, you will become perfect

Muleta Negasa Tolesa

Insightful
It is really amazing and you will be keen to learn more about capital markets, once you complete the respective course. It is indeed informative and knowledgeable.

Rishabh Maini

Excellent course
Another great exposure and experience from CFI.

Kingsley Songliedong

Good Introduction to Capital Markets
I liked the simplicity of delivering information and the focus on career related information

Yasir Azab

This course is good for banking and stock market career

Mohamed Abd El Monem Abd El Rahman Osman

Very positive and enriching. I gained valuable knowledge and skills.

Taiwo Martins

Awesome
Loved this course. It help me to know more about capital market. nice experience with right institute. Thank you for providing such courses

Nirmit Mulye

Capital Markets
Capital Markets is an interesting course as we are introduced to real life finance situations and more interesting with Corporate Finance Institute 😀

Silla Kapsata

It was a great learning experience.

Triumphant Esomunu

Its a good Course for Begineers as it develops the understanding of Capital Markets in a short span of time.

Khush jain

Great Experience
I believe this course is very precise and explanatory. This helped me to clear the concepts. I would have appreciated some more examples which are related.

PUSHPENDU MONDAL

CFI- the Excellent Experience
All courses are professionally designed considering the need for the learning community of the world of finance.

Yaseen Ghori

Great and easy to understand contents
I love the way complex and different concept was simplified and easy to understand.

Raymond Dauda

It was a great learning experience. The course I chose focused on Capital Market, which aligned well with my career goals. Simple and straightforward, course strucutre and content understanding, Flexibility and convenience and so on.I appreciated being able to learn at my own pace and review the materials as needed. Hence, i feel more confident and i will be use it for further assess related to my goal.

sanju pradhan

Fantastic
An extremely well ratio of informativeness to time spent makes this course and all other CFI courses a heaven send for newcomers to the financial industry.

Artem Novikov

A nice and knowledgeable interaction
The best business learning platform this is.

Peter Raburu

Splendid
Clear and concise teachings

Success Odebunmi

A good one, I was engaged and the content was relevant.

Roosewell Lobban

GREAT
inspiring and educative

Isaac Kodzo Apomah

Fully satisfied
CFI courses are very interactive and highly informative

Bezawit Endeshaw

Excellent Course
Excellent Course, Eye Opening Insights!!!

Arinzechukwu Enenwali

Worth attending this course for your future career path in markets
Worth attending this course if planning to pursue a career in securities and capital management.

Abraham Dargie

More than satisfied
The contents are superbly useful, and the courses are well-structured. I truly relished taking the courses to broaden my knowledge!

Yutian Song

Very good
simple and clear lessons

Aires Mucombo

Great lessons to whom is interested about capital market

Ivan Antonio

Awesome
CFI is definitely the best

Subira Muatha

Great start
The course is easy and good to start with

Eugeny Korobka

Very informative course
Well done team for providing us with this course

Hariharan Sairam

Excellent
The course is excellent and has assisted me to learn about capital markets

GEOFREY OYUGI

best
please learn this amazing education

Werkineh Hailu

Uplifting and engaging
I come from a background were I was always told I couldn't. This course motivated me to believe in myself a little more.

Christopher Alford

very detailed and easy to understand
i enjoyed studying for this course it was well structured.

Akama Catherine

Superb!
Concise teaching and lovely engagements all through the training. I love CFI and would recommend it to anyone.

Ovie Okiemute

Exciting and captivating
Try this course and you will thank me later

Adam Yoni

CORPORATE FINANCE INSTITUTE
IT'S AWESOME... I LOVED IT..

CHARAK RAY

Good Content and its Free
Great course and its free. I cannot wait to save up and do the paid content. Worth every minute. Good start to a high school or University student who isn't sure about what they want to do, it highlights what the Capital Markets are about and the steps you can take to rise to the top.

Tinashe Nyakunika

Satisfaction
The course gave a deep succint introduction to the Captital markets, just mentioned few securities traded without explanation though. It gave good overview of the carrers available and thier tasks.

Ibrahim Dare Adebayo

Helped me understanding about Capital Markets
I did not have a clear understanding of Capital Markets but "Introduction to Capital Markets" helped me clarifying the structure of CM and function of each position. Examples of daily life in CM is also interesting and helped me finding which roll to look for. It was a good introduction.

Yuko Takashino

Very insightful
I enjoyed taking the quiz to find out where I truly fit. I can start planning towards build a career to suit my personality trait.

Kobina Ampah

Very well curated
Apt and in-depth explanation, easy for beginners!

Jiya Gahlot

"A Must-Take Course for Financial Market Enthusiasts
A very well explained course on financial markets. The material covered everything from the structure of the market, different job roles, hierarchy levels, and real-life experience comparisons. Highly recommended for anyone interested in finance and financial advising, including finance professionals.

Jafrey Pazhukkath Kachanchery

great teaching
i enjoyed how each session was broken down

Fajulugbe Anjola Abimbola

Capital Markets - Comprehensive and precise
The course provides good learning.

Tahir Hasan

An Excellent Course on Capital Market
The course is excellently designed and delivered

Debabrata Das

Brilliant Course
The course offers an important footing to anyone who is pursuing a career in the Capital Markets. The content is clearly outlined and articulated in simple to understand terms.

Sithembela Hadebe

Brilliant Experience
It was such an amazing course,straight to detail and really worth it

Mokgabo Aubrey Makofane

Wonderful opportunity for me

Amardeep Kumar

Make you happy
Make you happy because you'll add more value to yourself and society

Elvian Galang Prabuwoso

Exciting!
Love the breadth of knowledge

Edoru Stephen Martin

Strongly satisfied.
I rated this course 5 out of 5.

Atinafu Asefa

Amazingly insightful!
Anyone interested in a career in Investment Banking needs to do this course as this unique perspective of capital markets isn't taught in schools!

Rodrick Tennant

Exciting
It was a good experience noting that I am a lawyer by profession, working in an asset management firm

Memory Chipembere

This Introduction to Capital Markets course offers a comprehensive overview of the industry, and key career opportunities.
I encouraged fellow students to study this good course.

STANLEY DUBE

I would recommend you all to have better understanding of the capital markets in a brief

MD NAZRUL ISLAM

Valuable Course
It was very fantastic course and it is very helpful in my professional.

Syed Hassan Ali

It is refreshing to learn from the CFI Dashboard
I do have a question about its physical existence if any

Dilli Rai

The course is very practical and constantly gets applied to a practical example

Miguel Fialho

Valuable and knowledgable
Love the course and the challenge

Lillian Ogoti

Awesome
Very interactive and insightful

Brandon Nkwelle Ekole

the for to in at when do did
are the when do did was has what

Devil Daeth

I have more than 13 years experience
I am happy to be part of CFI it's a good opportunity for us.

Getu Gudisa

Helpful
Good understanding of the financial markets

Mona Jose Camille GRAHOUAN

learning from CFI Always good
The CFI is the best to do online course

Josna Lobo

learning from CFI Always good
The CFI is the best to do online course

Josna Lobo

Fabio Matias

Frequently asked questions

What are the requirements to take the courses?

All of our certification programs are open to students and professionals in various industries and levels of experience. Our curriculum is designed to teach what you need to know from basic fundamentals to advanced practical case studies. To take the courses and complete the exercises, students will only need access to a PC and/or Mac, Microsoft Suite (2016 or newer), and a stable internet connection. Click here to view the Technical Requirements

Can I download the Excel files and financial modeling templates for the course?

Absolutely! All the files and templates needed in a course are available for download. Just look for a module that shows Downloadable Files within the course dashboard. See here for a visual guide on how to do this.

How long do I have to complete the courses?

You will have yearly access to the courses as long as you maintain an active subscription. All the courses are self-paced as well so you can take your time in learning without worrying about any deadlines. Click here to compare our available enrollment options.

Are CFI courses officially accredited?

Yes, CFI is accredited by the Better Business Bureau® (BBB) to maintain training standards, the CPA Institutions in Canada, and the National Association of State Boards of Accountancy (NASBA) in the USA. Most of our courses qualify for verified CPE credits for CPA charter holders. Please refer to this page to view all available CPE credits.

Are there any additional fees or costs?

None! The bundle price includes everything and there are no additional fees or charges to earn your digital certification. You can see our enrollment fees listed here.

What currency are your courses priced in?

All our online courses are priced in USD. As this is a recurring payment, we accept all major credit and debit cards including Visa, MasterCard, and American Express.

How do I earn my certificates?

Students must complete all the video lessons, quizzes, and final assessments in each course. You can retake the assessments as many times as necessary until you reach an 80% passing grade. For more information on how to earn a course certificate, click HERE.

How are the exams conducted?

Students are required to complete an online assessment (Multiple choice questions, Fill-in-the-Blanks, and Excel Questions) at the end of each course. You can take the exams on your own schedule and will need to earn at least 80% to pass the course and earn your certificate of course completion. Please note that course exams can be repeated as many times as you need. Students are also required to complete the FMVA® final exam to earn their certification. How to Take a Qualified Assessment

Can I email the instructor if I have questions?

While the courses are designed mainly for self-study, we are happy to provide email assistance for general or technical support inquiries. The Full Immersion bundles include a premium email support function that allows you to communicate directly with in-house experts regarding course content. This is one of the key features that sets the Full Immersion bundle apart and makes it a worthwhile upgrade over the more affordable self-study bundle. You can compare more features in our bundles here.

Will these courses help me advance my career?

Based on hundreds of reviews from thousands of students we know how CFI courses have helped so many people advance their finance careers. Our courses are designed to be extremely practical and simulate the experience of being trained as a professional financial analyst…the ultimate way to advance your career. For real-world examples and to help delve even deeper into the course concepts, please look into our free career resources library.