Course Introduction
Gain practical, job-ready knowledge of the capital markets with the CIQ Connect Capital Markets Foundation Course. Understanding and effectively communicating solutions to complex investment challenges begins with a firm grasp of the fundamentals—and that’s exactly what this course delivers.
Designed as an entry point into the world of investing and trading, this Capital Markets Foundation course provides a comprehensive overview of how financial markets operate, key investment concepts, and the ethical framework that underpins sound decision-making.
Whether you’re aiming to start a career in finance or strengthen your understanding of how capital markets work, this course equips you with essential insights into market structure, financial instruments, professional roles, and the needs of clients—setting the stage for long-term growth and advancement in the investment industry.
Class Schedule:
Total credit hours = 300
Class duration per day = 2 hours
Days per week = 5 (Monday to Friday)
Curriculum
- 7 Sections
- 20 Lessons
- 30 Weeks
- MODULE 1: INDUSTRY OVERVIEW1
- MODULE 2: ETHICS AND REGULATION2
- MODULE 3: INPUTS AND TOOLS5
- MODULE 4: INVESTMENT INSTRUMENTS4
- MODULE 5: INDUSTRY STRUCTURE3
- MODULE 6: SERVING CLIENT NEEDS2
- MODULE 7: INDUSTRY CONTROLS3
Requirements
- Basic understanding of finance or economics (not mandatory)
- Interest in investing, trading, or financial research
- A laptop with Excel and internet connection for live sessions
- Commitment to attend sessions and complete assignments
Features
- Understand the different facets of the investment industry, including its structure, ethical considerations, and commonly used vocabulary.
- Open more doors in your career by understanding investment industry fundamentals and concepts, tools, and techniques.
- Strengthen your confidence and improve collaboration with your colleagues.
- Ready yourself for the CFA® Program and achieve one of the highest distinctions in the investment management profession.
- Confidently communicate and collaborate with practicing investment managers.
- Share your achievement on professional networks with a shareable certificate on completion.
Target audiences
- Aspiring investors and traders
- Business and finance students
- Finance professionals looking to upgrade market skills
- Entrepreneurs and corporate managers
- Anyone seeking financial independence through smart investing