Life of a Trade
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Level: Beginner
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Duration: 6.1 hours
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Access: 1 Year
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Recognize why a deeper understanding of trading requires understanding the entire trade lifecycle, from pre-trade activities and trade execution through clearing and settlement and ongoing position and risk management.
Course Features
#1 Shareable Certificate
Earn a certificate upon completion.
#2 100% Online Learning
Start straight away and learn at your own pace.
#3 Beginner Level
This course is suitable for anyone looking to understand the full lifecycle of a trade.
#4 Course Duration
Tutorial time of 6.1 hours.
#5 Accepted for CPE
Many of the tutorials in this course are accepted for CPE by some of the world's largest financial associations.
What You Will Learn
1. An Introduction
- Topic 1: Overview of the Trade Lifecycle
- Topic 2: Asset Classes & Products
- Topic 3: Market Participants & Developments
2. Pre-Trade
- Topic 1: Client Onboarding
- Topic 2: Pre-Trade Planning
3. Execution
- Topic 1: Trade Execution Systems
- Topic 2: Order Creation, Order Routing, & Trade Execution
4. Clearing & Settlement
- Topic 1: Overview of Trade Clearing & Settlement
- Topic 2: Trade Clearing
- Topic 3: Trade Settlement
5. Ongoing Position & Risk Management
- Topic 1: Ongoing Position Management
- Topic 2: Post-Trade Transaction Cost Analysis
- Topic 3: P&L & Risk Reporting
6. AI Applications - Transaction Cost Analysis (TCA)
- Topic 1: TCA Overview
- Topic 2: TCA in Action
7. Scenario
- Topic 1: Life of a Trade - Scenario

Gain Industry Knowledge and a Certification
Access your learning wherever you are.
Test your knowledge throughout each tutorial with
regular review questions.
regular review questions.
End each tutorial with a short, graded test designed to enhance knowledge retention.
Gain a shareable professional certification.
Meet Your CPE Requirements

