Analysing the Derivative Market I:Futures, Forwards and Swaps - Workshop 2017

This workshop aims to provide you with the basic and practical knowledge on the structure and function of the derivative market. It discusses the characteristics of derivatives, trading strategies and futures-based contracts in terms of futures, forwards and swaps.

Key topics covered:

  • What is a derivative product?
  • Characteristics of derivatives
  • Trading strategies
  • Futures
  • Forwards
  • Swaps

Trainer profile:

Dr. M. K. Lai, Principal Consultant, Executive Training and Management Consultancy Company Limited.

Since 2000, Dr Lai has been offering professional consulting services and quality training programs to many financial institutions, business firms, professional bodies and academic organisations. He obtained a doctorate in finance at the London Business School. He is a CFA charter holder and a Certified International Investment Analyst (CIIA). He has published a number of professional books and articles.

Learning objectives

  • Understand the basic characteristics of derivatives
  • Examine basic derivative products of futures, forwards and swaps
  • Gain insights on how to use derivatives


This workshop is suitable for accountants, auditors, finance professionals and anyone who is interested in enhancing their understanding of derivative products in terms of futures, forwards and swaps.

3 hours