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Free course template · Global

Capital markets, securities and derivatives: Desk readiness for New starters

A ready-made course, live deck and two surveys for trainee traders and analysts. AhaSlides tracks progress, completion and scores for you. 45 minutes, 6 lessons. Last reviewed 21 October 2026; not legal advice.

By Dave Bui

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Capital markets, securities and derivatives: Desk readiness for New starters: try 3 questions

Three questions from this course. Pick an answer, then see why.

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Three pieces that work together

Learners prepare on their own, you answer questions live, and the surveys tell you what stuck. 10 fields to fill in with your own policy, contacts and locations; each one is highlighted inside the course.

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The Capital markets, securities and derivatives: Desk readiness for New starters course as a learner first sees it

Completion is tracked for you

Learners sign in to take the course, so every start, finish and score is recorded in AhaSlides. No spreadsheet to keep.

  • Who has finished

    See who has not started, who is in progress and who has completed the course.

  • Every score

    Each learner's answers to the quizzes and activities in the course.

  • What landed

    Survey results show what people took away, and the 30-day check-in shows whether they use it.

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6 lessons, about 45 minutes

What learners can do at the end of each lesson. Minutes are an estimate.

  • Lesson 1: Why desk readiness matters · 8 min

    Before you begin · Day one on the desk · Markets run on rules

  • Lesson 2: Equity, debt and bond maths · 8 min

    Who is in the market · Equity and debt · Price and yield with round numbers

  • Lesson 3: Derivatives in plain words · 8 min

    Futures and options · What is it used for? · Risks in one page

  • Lesson 4: Grey areas: conduct on the desk · 8 min

    Scenario · Scenario · Allowed or not?

  • Lesson 5: Records, speak up and readiness · 8 min

    Records and controls · Readiness and any licensing assessment · Scenario

  • Lesson 6: Final assessment · 5 min

    Practice · Completion

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Often taught together

Courses teams often run alongside this one.

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Common questions

Yes. The course, the live deck and both surveys are free. Claiming the template into your AhaSlides account is free too.

Yes. The course is self-paced and online, and the live deck lets you add a live session in the room or online.

In the first weeks for graduate and new desk staff, and before any licensing assessment the firm requires.

Trainee traders and analysts, treasury and sales staff and securities-licence candidates in their first months on a desk; run by the learning or compliance owner.

Record completion in your own LMS or record system, so you can show who finished the course and when.

Yes, everything. Change the wording, swap scenarios for ones from your workplace, add your logo, or remove parts that don't apply.

Your own details, each highlighted inside the course:
  • Compliance contact
  • Policy link
  • Speak up route
  • Jurisdiction and regulator
  • LMS or record system
  • Approved product list
  • Course URL
  • Live session URL
Then edit anything else you like: wording, scenarios, your logo.
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Free. Copy the course, live deck and both surveys into your AhaSlides account in one click.

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