Focuses on the scope of work and extent of documentation that professionals should apply to their valuations of financial instruments under the FIPF.
Learning Objectives
- Learning Outcomes
- Identify general market mechanics, various asset classes, and features that may require more complex handling.
- Differentiate equity and debt securities from other financial instruments.
- Choose and document appropriate valuation models and common inputs.
- Identify security features that require more complex handling and associated valuation risks.
- Identify the key valuation drivers for equity securities.
- Distinguish derivatives from other financial instruments.
- Compare various trading and clearing mechanisms for derivative products.
Major Topics
Purpose of the Financial Instruments Performance Framework (FIPF);Benefits of the FIPF;Scope of work and documentation under FIPF
