The CMO® Certificate masters the processing flows of capital in financial markets for professionals.

CMO-CERTIF 

This certificate validates fundamental knowledge in capital market operations: organization of markets, trade processing, securities, derivatives on exchanges & OTC markets, P&L, and risks. It can be taken in French and soon in English.

Starting at$790

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CMO fees cover for:

  • The 300 page textbook
  • 20 hours of e-learning modules
  • 250 mock exam questions
  • An exam voucher
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More Information

  • Certificate Objectives
    •  Promote competencies in finance through internationally recognized certificates
    •  Give HR professionals a truly operational tool for employee talent management
    •  Enable homogenous development of core competencies across an entire organization
  • Authors
    The content of the CMO® Certificate was written by Marc Salvat. Marc is a graduate from Ecole Nationale Supérieure des Mines de Paris, leading French engineer graduate school and was Head of Project Management teams in capital markets and back office and then COO in several large investment banks. He is the co-author of “The Essentials of Financial Markets” published by FIRST FINANCE. Marc works closely with FIRST FINANCE projects including the Certificate Programmes.
  • Exam description
    The examination will require a demanding preparation regardless of the candidate’s current position. It consists of multiple choice questions. The results is made of 4 scores: a global mark, a score for the basic concepts (parts I to IV), a score for parts V & VI and a score for part VII
  • Who is this Certificate for
    • Back and middle officers
    • Audit, Internal control
    • IT services
    • IT consultants
  •  Promote competencies in finance through internationally recognized certificates
  •  Give HR professionals a truly operational tool for employee talent management
  •  Enable homogenous development of core competencies across an entire organization

Certificate Outline

  • ProgramMore Information

    PART I: FINANCIAL PRODUCTS

    • Main concepts
    • FX products
    • Interest rate products
    • Credit products
    • Equity products and structured products
    • Commodities

    PART II: FUNDAMENTAL CONCEPTS

    These concepts must be understood prior to learning the following sections. They are presented in the form of 3 or 4 page long learning sheets. They may be learned by participants either in one go before the course or in relation to each chapter.

    PART III: GENERAL PRINCIPLES

    • Investment bank organization
    • Collective scheme
    • Operational risks
    • P&L
    • Repositories
    • Reconciliations

    PART IV: PAYMENTS

    • Domestic currency
    • Foreign currencies
    • CLS
    • Bilateral netting
    • Different phases of Payment
    • Cash management
    • Money laundering

    PART V: BACK OFFICE OF LISTED DERIVATIVES

    • Operation
    • Deal capture
    • Management of cash flows
    • Expiry
    • Exercise
    • Controls
    • Banks and collective scheme organization

    PART VI: BACK OFFICE OF SECURITIES

    • Types and forms of securities
    • Trading
    • Confirmation
    • Settlement and delivery
    • International vs. Domestic systems
    • ICSD
    • Securities positions
    • Reconciliations
    • Management of cash related to securities
    • Repo and security lending
    • Main projects
    • Settlement and delivery of subscriptions / redemptions
    • Corporate actions
    • Issuer services
    • Taxes (main principles)

    PART VII: BACK OFFICE OF OTC PRODUCTS

    • Validation
    • Overview of confirmations
    • Lending and deposit
    • Foreign Exchange
    • FRA and IRS
    • CDS
    • ELS and CFD
    • Options (all underlying)
    • Commodities
    • Structured products and packages
    • Main projects
    • Transversal processes (trade compression, collateralization and novation)
    • Organization in a bank and in an asset manager
    • Issuer services
    • Taxes (main principles)
  • Test yourselfMore Information

    QCM: introduction to CMO® Certificate

    Informations:

    • This quiz will guide you efficientely within our training offer.
    • It contains 10 questions.
    • Its duration is estimated at 4 minutes.

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