Understanding Capital Markets And Fixed Interest Instruments Training

Learning Outcomes

• Explain the structure and functions of capital markets, including primary and secondary markets.
• Analyse the characteristics and risks of fixed interest instruments such as bonds, debentures, and money market securities.
• Evaluate the pricing and yield of fixed interest securities using appropriate calculations and models.
• Apply the principles of duration and convexity to assess interest rate risk.
• Demonstrate the ability to construct and manage a fixed income portfolio aligned with investment objectives.

Target Audience

This course is designed for finance professionals, investment analysts, portfolio managers, and corporate treasurers who seek to deepen their knowledge of capital markets and fixed interest instruments. It is also suitable for recent graduates in finance or economics aiming to enter the investment industry.

Prerequisites

None — open enrollment

Course Outline

Practicals

Overview

Learners engage in hands-on exercises to reinforce theoretical concepts, including bond valuation calculations and analyzing real-world bond market data. Practicals ensure learners can apply pricing models and interpret market information effectively.

Practical Activities

• Bond Valuation Exercise — Learners calculate the present value of bonds using given coupon rates, yields, and maturities, and compare with market prices. (1h)
• Market Data Analysis — Learners analyze a sample bond market dataset to identify issuer credit ratings, coupon structures, and maturity profiles. (1h)

Summatives

Each delegate is assessed continuously throughout the course via daily exercises, scored practical assignments, and a final summative test at the end.

Practical Assignments — 30%

Practical assignments are observed and scored against a rubric during the practical sessions. Each delegate's practical mark is averaged into a single 100% score and contributes 30% to the final total.

Daily Exercises — 20%

Every training day ends with a multiple-choice exercise scored out of 100%. The scores from each daily exercise are averaged across the duration of the course to produce a Daily Average mark, which contributes 20% to the final total.

Final Test — 50%

On the last day a final summative test is written. It is a multiple-choice paper with multiple-answer questions: each question may have more than one correct option, and a single wrong selection on a question marks the entire question wrong — no partial credit. The final test is scored out of 100% and contributes 50% to the overall mark.

Final Total

Component	Out of	Weight
Practical Assignments (rubric-scored)	100%	30%
Daily Average (multiple choice)	100%	20%
Final Test (multi-answer multiple choice)	100%	50%
Final Total	—	100%

All marks are recorded on the AATICD LMS and visible to each learner under their account.

Certificate

How it works

• Certificates are auto-generated on the AATICD LMS as soon as the marks pass the 50% threshold.
• Each certificate is a branded PDF with the delegate's name, the course title, the unit standard ID, NQF level, credits, and the date of issue.
• You can download or print your certificate from your LMS dashboard at any time after issue — there's no reissue fee and no expiry date.
• If you scored under 50% you can sit the final test again at the next scheduled session at no extra cost.

Where to find it

Sign in to the LMS, open your dashboard, and your certificates appear under My Certificates. Each entry has a View / Download button and a print option.

Training Discounts

Group discounts apply automatically — the more delegates you enrol, the greater the saving. Discounts are calculated at 3% per 5 delegates, scaling up to 40% off for 100+ delegates.

Delegates	Discount
5	3% off
10	6% off
15	9% off
20	12% off
25	15% off
30	18% off
50	30% off
75	35% off
100	40% off

3% discount per 5 delegates, up to 40% off for 100+ delegates. Contact us for a custom group quote.