Life of a Trade

  • Level: Beginner
  • Duration: 6.1 hours  
  • 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.

  • This course is only suitable for desktop use.

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 a professional certification in trading

Gain Industry Knowledge and a Certification

 Access your learning wherever you are. 
 Test your knowledge throughout each tutorial with
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

Many examination bodies now mandate annual training, with some requiring alumni to complete up to 35 hours a year.

To support learners, Intuition Now works with key accrediting bodies including the Association of Chartered Certified Accountants and the Chartered Institute of Management Accountants to ensure our learning materials can be used to meet your CPE requirements.