Education / Derivatives Pricing
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MSc Course · DerivativesCFA L2

Derivatives Pricing

How forwards, futures, options, and swaps are priced and valued — built from the single idea that rules out a free lunch: no-arbitrage. Each lesson develops the valuation framework from first principles, then applies it through fully worked examples across equities, fixed income, rates, and currencies.

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Lessons
Lesson 01

Forward Markets and Contracts

Pricing and valuation of forwards across equities, bonds, FRAs, and currencies — with day-count conventions and credit risk.

Lesson 02

Futures Markets and Contracts

Marking to market and margins, the cost-of-carry model, and pricing interest-rate, bond, stock-index, and currency futures.

Lesson 03

Option Markets and Contracts

Payoffs and moneyness, boundary conditions, put-call parity and synthetics, the binomial and Black-Scholes-Merton models, the Greeks, and the Black model.

Lesson 04

Swap Markets and Contracts

Currency, interest-rate, equity and commodity swaps; pricing and valuation by replicating bonds; swaptions; and swap credit risk.

Lesson 05

Interest Rate Derivative Instruments

Treasury bond and note futures, conversion factors and the cheapest-to-deliver, interest-rate options and swaps, and caps, floors and collars.

Lesson 06

Credit Derivatives & CDS

Credit default swaps and settlement, CDS vs corporate bonds as pure credit risk, structured credit and CDO tranches, and credit-derivative trading strategies.

Lesson 07

Solving the Liquidity Conundrum

Liquidity as appetite for risk, the shadow banking system, Hyman Minsky's financial instability hypothesis, and Ray Dalio's bubble indicators.

Lesson 08

Valuing Bonds with Embedded Options

Valuing bonds with embedded options using binomial interest rate trees, backward induction, Option-Adjusted Spread (OAS), and convertible bond analysis.

Lesson 09

Mortgage-Backed Sector of the Bond Market

Mortgages and amortisation, passthrough securities and WAC/WAM, measuring prepayments (SMM, CPR, PSA), average life, and CMO tranches — sequential, accrual, floater/inverse, IO, PAC and support — plus stripped and commercial MBS.

Lesson 10

Europe's Whole-Loan Sales Market

Whole-loan (portfolio) sales versus securitisation, why Europe's mortgage market lags the U.S., the obstacles of non-standard credit data, country-by-country prospects, and the role of loan servicing.