Course Description

The Trade Lifecycle Management course provides a comprehensive overview of trade execution and settlement processes in investment trading. Participants learn about order generation, execution, confirmation, and post-trade activities, including reconciliation and regulatory reporting. Special emphasis is placed on product-specific lifecycle events such as rollover, termination, and rate reset, ensuring thorough understanding and efficient management of trade workflows. 

Course curriculum

  • 1

    Trade Lifecycle

    • Trade Lifecycle