Industry Transformation Initiative

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DA02 – Options and Futures I:  Principles and Valuations

DA02 – Options and Futures I:  Principles and Valuations

Duration: 1 Day
Accreditation: SIDC CPE-approved: 10 CPE points

This course is designed to enable participants to understand how to price and value different types of options, futures and swaps to give clients better advice.

Who Should Attend

  • Dealers' representatives
  • Futures brokers' representatives
  • Fund managers' representatives
  • Investment representatives
  • Financial planners
  • Futures fund managers' representatives
  • Futures trading advisers' representatives
  • New entrants to the capital markets

  • Programme Delivery

    Learning Outcomes

    Upon completion of this programme, participants will be able to:

    • Know different types of products (options, futures and swaps) that can be included in a client’s portfolio
    • Analyse options, futures and swaps
    • Interpret appropriate investment opportunities for better investment performance
  • Programme Outline

    DA02 - Options and Futures I: Principles and Valuations
    08:30 am - 09:00 am Registration
    09:00 am - 09:10 am Welcome remarks and introduction to the course
    09:10 am - 09:40 am Session I: Regulatory Framework and Structure
    09:40 am - 10:00 am Morning refreshments
    10:00 am - 10:50 am Case Study 1
    10:50 am - 11:00 am Break
    11:00 am - 11:30 am Session II: Understanding Futures and Forwards and Understanding Options and Swaps
    11:30 am - 12:20 pm Case Study 2
    12:20 pm - 12:50 pm Session III: Types of Futures Products Available in Malaysia
    12:50 pm - 02:00 pm Lunch
    02:00 pm - 02:50 pm Case Study 3
    02:50 pm - 03:20 pm Session IV: Pricing and Valuation Techniques
    03:20 pm - 03:40 pm Afternoon refreshments
    03:40 pm - 04:30 pm Case Study 4
    04:30 pm - 05:00 pm Q&A
    05:00 pm - 05:30 pm Debrief & programme wrap-up
  • Programme Fees

    Venue Fees (RM) + 6% GST
    Klang Valley (KL & Selangor) 265
    Rest of Malaysia 318