Take this free capital markets course and discover your ideal role in the exciting and fast-paced capital markets industry.
- Learn about capital markets careers on both the buy- and sell-side
- See what a typical day in the life looks like for different roles
- Determine what capital markets career path may be best suited for your passion, skillset, and personality
Get StartedEnroll for free
Free preview
Corporate Finance Institute
Introduction to Capital Markets
- Overview
- What You'll Learn
- Career Programs
- What Students Say
- FAQ
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
Get StartedEnroll For Free
Level 1
Approx 2h to complete
100% online and self-paced
Get Recognized With CFI
See All Certification ProgramsWhat you'll learn
Lesson
Multimedia
Exams
Files
Course Introduction
Defining Capital Markets
Sell Side
Sell-Side Investment Banking: Origination & Primary Markets
Sell-Side S&T, Research: Secondary Markets
Buy Side
Buy-Side Traditional
Buy-Side Non-Traditional
Course Summary
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
Learner Reviews
Very informative course
Always trust CFI to learn more skills.
KEVIN KAMAU
one must go for this to see the difference in level of teaching so well
happy to be part of this course..
SONIKA THAKUR
It is very helpfully for finance professional
I am always happy to keep my career with CFI
Tewodros Ayalew Derso
Excellent knowledge and insightful experience
About the whole thing, I find it fascinating
Anas Bin Hammad
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.
More Questions?
You can view more detailed information through our Help Center or Email us and we'll be happy to answer any of your questions
Get certified for Capital Markets (CMSA)®
Access with Subscription Learn more