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Margin - Introduction - On-site Course

Financial Markets World Inc.
Training overview
Length: 1 day
Start date: Inquire for more information - United States of America

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.

Provider: Financial Markets World Inc.

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...

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