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What is the Certificate in Fixed Income Trading and Sales?

The Certificate in Fixed Income Trading and Sales will provide a firm understanding of the structure, operations and strategies of fixed income trading from both the buy and sell side. You will learn how to identify a variety of business, financial and compliance risks that occur when selling and maintaining an inventory of fixed income securities. Completing this program will help you evaluate, trade, and sell various types of fixed income securities including bonds and mortgage-backed securities.

What skills will you develop?

  • Effectively describe the responsibilities of a fixed income trader and sales person
  • Detail the interaction and competitor/co-operator nature of the trading process
  • Identify the key attributes a buy-side firm looks for in a fixed income dealer
  • Describe what is represented by different yield curve shapes
  • Calculate bond price changes given changes in duration and convexity
  • Demonstrate active FI portfolio management strategies
  • Explain the workings of a Mortgaged-Backed Security (MBS)
  • Demonstrate how fixed income market risk is measured and mitigated
  • Utilize fixed income derivatives to trade and manage risk
  • Analyze fixed income market trends using technical analysis
  • Gain soft skills to advance your customer relationships and sales skills

What is the path to the Certificate in Fixed Income Trading and Sales?

Who should enrol?

The Certificate in Fixed Income Trading and Sales is designed for students who have a post secondary diploma and have taken the Canadian Securities Course (CSC®). They are either in a junior trading desk role or are aspiring to move into a fixed income trading role. This includes people who are currently retail bond desk staff, money market traders, back office staff who aspire to work on a trading desk, investment representatives. Junior portfolio managers and junior analysts may also be interested.

Course work enables students to be in step with the professionalization trend in the financial services industry. A formal recognition of their knowledge and expertise in fixed income trading and sales helps them gain entry into this field or prepare them for career advancement from junior to more senior fixed income trading or sales positions.