FMP: Debt Markets

Debt Markets provides the foundation knowledge and skills required to work effectively in debt financial markets, within regulatory and organisational requirements. The module will equip you with an understanding of how debt markets operate, the primary debt products and how they are used by market participants, and the clients suitability framework applied by financial institutions to assess and manage clients. The process for developing risk management strategies, pricing transactions and managing trading exposures are also covered.

What will you learn?

Once you have successfully completed this module you will be equipped to:

• apply knowledge of debt market operations and market drivers when evaluating financial risk
• apply the client suitability framework when assessing client needs according to organisational practices and procedures
• apply knowledge of debt market products to meet clients' financial objectives and risk management requirements
• develop, implement and evaluate interest rate strategies using debt market products to meet the needs of the client
• calculate value of debt market transactions in accordance with organisational and market practices
• analyse financial positions to determine appropriate hedging strategies and manager risk in line with organisational guidelines and transaction limited
• apply appropriate codes of conduct when conducting work in financial markets.

how will you be assessed?

Assessment for this module consists of group assessments, a written assignment and a skills assessment all of which are graded on a competent/not yet competent basis. For further information regarding the assessment tasks please review the module outline.

Note that if you are enrolled in the advising stream of the Debt Markets module you are required to complete a split skills assessment.

What do you achieve by completing this module

You will be awarded a Statement of Attainment, as partial completion of the FNS51015 Diploma of Financial Markets. If you have previously completed the Financial Markets Core module, you will then be awarded the full Diploma of Financial Markets. For further details on the units, refer to the Financial Markets Program brochure. 

ABOUT THE facilitators

Andrew De Souza, Consultant, North Shore Business Coaching

Andrew has worked in financial markets for 22 years, mainly in the FX and STIRT markets where he managed desks at Citigroup and JPMorgan. Over the last 3 years he has worked as a workplace training/facilitator.

Peter Pontikis, Consultant, Technical Analysis Consulting

Peter Pontikis has over 30 years experience in investment, wealth management and financial markets. A fellow of CPA Australia, he is on their risk management academic advisory committee and also is a senior fellow of FINSIA where he served on their national policy advisory council as well as its financial markets committee. He recently retired as director of the International Federation of Technical Analysts (IFTA) after serving on the board for 9 years.