Show as: Mobile

Margin - Introduction - On-site Course

Financial Markets World Inc.
Training overview
Length: 1 day
Course homepage: Click here
Next start date: Inquire for more information - United States of America
Training type: On-site / Company-specific

Course description

Course description

Margin - Introduction - On-site Course

This hands-on workshop reviews regulatory requirements concerning margin account calculations, including those pertaining to long and short equities and long debt securities. Participants will learn to calculate SMA adjustments for a variety of account transactionsand requirements for handling restricted accounts. The workshop uses detailed examples and provides practice with account calculations.

Who should attend?

Entry level operations personnel, salespeople, and others who calculate margin requirements or handle client margin accounts

Training Content

  • Introduction: Margin Basics
  • Equity Margin Requirements
  • Special Memorandum Account (SMA) Rules
  • Fixed Income Margin Requirements


Participants of this program will receive 7 CPE credits.


Please contact Financial Markets World to inquire about pricing.

About supplier

Financial Markets World

Financial Markets World - Leading Financial Training

Financial Markets World (FMW) is a leading provider of financial training to the global financial community. FMW offers cutting-edge training courses that cover the breadth of the global financial services industry, and address current industry requirements. All of FMW's training...

Read more and show all training delivered by this supplier

Request info

Fill out your details to find out more about Margin - Introduction - On-site Course.

  Contact the provider

  Get more information

  Register your interest

Request Information

Find out more about this Margin - Introduction - On-site Course course by simply filling out your details:

Training reviews

No reviews available

LOOKING FOR TRAINING? offers a free consultancy service to help compare training for you and your team

Request a free quote