Course Description

The "End User Clearing in Calypso" course offers a comprehensive exploration of how the Calypso platform facilitates end-user clearing operations within the financial industry. Tailored for professionals seeking to master the use of Calypso for clearing activities, this course covers key topics ranging from platform navigation to advanced clearing processes. Participants will gain practical skills in managing margin call agreements, processing clearing fees, handling liquidation procedures, scheduling future trades, and utilizing Calypso's collateral management capabilities.

Learners  will gain insight about :-

  • The importance of end-user clearing within financial markets.
  • Margin Call  Agreements
  • Clearing Fees
  • Liquidation 
  • Future Trades Scheduled Task
  • Collateral Manager


Throughout the course, participants will engage with case studies, interactive exercises, and practical scenarios to reinforce their learning. By the end of the course, participants will be equipped with the knowledge and insights needed to navigate the complexities of end-user clearing, manage risks effectively, and contribute to the stability of financial markets.

Enroll in this course to gain a comprehensive understanding of end-user clearing essentials and bolster your proficiency in risk management and clearing operations within financial markets.

Course curriculum

  • 1

    Introduction to End User Clearing

    • Introduction to End User Clearing

    • Intro to End User Clearing

    • Clearing Process - FCM File vs Scheduled Task

    • FCM File Vs Scheduled Task

  • 2

    Legal Entity, Accounts, & SDIs

    • Legal Entity, Accounts, and SDIs

    • Legal Entity, Accounts, & SDIs

    • How to Setup Dummy Entities

    • How to Setup Dummy Entities

  • 3

    Margin Call Agreements

    • Margin Call Agreements

    • Margin Call Agreements

  • 4

    Clearing Fees

    • Clearing Fees

    • Fees

  • 5

    Liquidation

    • Liquidation

    • Liquidation

  • 6

    Futures Trades & Scheduled Tasks

    • Futures Trades & Scheduled Tasks

    • Futures Trades & Scheduled Tasks

  • 7

    Processing Collateral

    • Processing Collateral - Collateral Manager

    • Processing Collateral - Collateral Manager

    • Inventory Position & Corporate Action

    • Netting VM & IM

  • 8

    Test Your Knowledge

    • Assessment