Financial Products - the Fundamentals Banner

Financial Products - the Fundamentals

This workshop is available via the following modes of delivery:

Title: Financial Products - the Fundamentals

CE: 5.5hrs

Fee:Member - $825.00 including GST, Non Member - $1,034.00 including GST


Sydney TBA, 2020 9:00am - 5:00pm


This practical, one-day workshop will provide you with baseline knowledge of the products traded in over-the-counter (OTC) financial markets, as well as related economic and regulatory issues.

It first explores the structure of Australian markets and the major drivers of supply and demand, before providing an overview of how different market sectors and their most popular products are traded. Examples and activities are included to provide realistic illustrations of how it works in practice.

Who is it for?

This workshop is ideal for individuals working in financial services organisations who need a fundamental understanding of the products traded in OTC financial markets and the exchange-traded products used to hedge them. After attending the workshop, you should be able to relate the information you have learned back to you own workplace, with greater understanding of responsibilities and risks associated with your role. The workshop assumes that attendees have no or only basic pre-existing knowledge of financial market products and operations.

What will you learn?

By the end of this workshop, you should be able to explain:

  • the financial products traded in Australia
  • your role and responsibilities in relationship to OTC financial markets
  • Treasury operations and products
  • risks associated with each operation and product
  • the interactions of different areas of operation and products.


Dan McCarthy, Consultant

Dan has over 25 years experience in financial markets, mainly trading and investing, particularly around currencies. Having worked in a variety of different firms, he has traded a broad spectrum of products, including foreign exchange, interest rates and debt market products, equities and many of the derivatives of these underlying markets. In the last few years Dan has been managing private capital and most recently made the transition to becoming a trainer.