Learn Capital Markets with CFI

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CFI's capital markets syllabus combines theory, application, and real-world scenarios to ensure students understand the roles, tools, and skills native to the world of capital markets. You won't just understand how various financial instruments function; you'll learn how to think like a trader to better anticipate and analyze market fluctuations and participants' reactions to these trends.

10 courses

Consisting of over 500 lessons

50+ interactive exercises

Learn by doing with guided simulations

Expert instructors

Learn from the very best

New courses monthly

On need-to-know subject matter

Blockchain certificate

To verify your skills

500,000+ 5-star ratings

Best-in-class training, as rated by you

Start Your Capital Markets Learning Path

CFI offers a wide range of courses for beginning traders to seasoned market analysts looking to deepen their skill sets or earn valuable credentials. Introductory courses are ideal for learning core concepts, while more advanced topics prep students for the Capital Markets & Securities Analyst (CMSA)® Program, which covers basic, intermediate, and advanced topics in the field.

Courses & Case Studies in Capital Markets

Browse all courses

Discover Free Capital Markets Resources

Form 8-K

Understanding Form 8-K, a highly common filing in the U.S.

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Financial Ratios Definitive Guide

A free best practices guide for essential ratios in comprehensive financial analysis and business decision-making.

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CFI Forms Exclusive Partnership with Grant Thornton Ethiopia

The partnership aims to empower finance and banking professionals in preparation for new capital markets

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What’s the US Debt Ceiling All About?

Also known as the debt limit, the US debt ceiling is a limit set by the American Congress on how much the US Government is...

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The Failure of First Republic Bank

San Francisco-based regional bank that collapsed in 2023 and was sold to JPMorgan Chase

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Capital Markets Trading Career Profile

Discover what it takes to embark on a career path of institutional capital markets trading

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Is SVB the Next ”Lehman Moment”?

Will SVB be the first in a series of financial institution failures?

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What Influences Exchange Rates?

Exchange rates, the rate that two currencies can be exchanged for each other, are key for global currency flows. But how well do you understand...

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Carbon Markets

Transactional marketplaces where organizations and investors can buy and sell carbon credits and offsets

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Impact Investing

An investing style designed to generate positive externalities alongside financial returns

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Venture Capital - Types of Financing

The different types of security instruments used by venture capital firms when investing in early stage companies

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Private Wealth Career Profile

A guide to careers in private wealth management

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See All Capital Markets Resources

Why Learn Capital Markets with CFI?

As a leader in finance analyst certification programs, CFI offers a range of valuable courses, specializations, and certifications in a vast range of current finance topics. All courses are developed with the guidance of professional Wall Street trainers that boast over 20 years of experience training new hires at global investment banks.

These fully online and self-paced courses combine theory and application to ensure in-depth learning and retention and preparation for a future career in finance. You can take courses anytime, from anywhere, to complete your training when it works best for you.

With our capital markets courses, you will:

Classify buy-side and sell-side roles and how they interact with each other

Examine the role of professional portfolio managers and how portfolios are constructed and measured

Understand how the markets react to news, good and bad, and how to position trades in those markets

Comprehend how human behavior and psychology affects market activity

Use technical analysis to analyze trends and trading volumes and anticipate instrument movement

Who is capital markets training for?

Our capital markets and technical analysis courses are ideal for anyone interested in a career in managing investments or trading financial instruments, or for those looking to understand how capital markets work.

Investment professionals

Management consultants

Financial analysts

Registered provider: National Association of State Boards of Accountancy

All courses are accredited by the Better Business Bureau (BBB), CPA Institutions in Canada, and the National Association of State Boards of Accountancy (NASBA) in the US. Most courses qualify for verified CPE credits for CPA charter holders.

Courses include video lessons, quizzes, and final assessments.

Frequently Asked Questions

If you haven’t found your answer from our FAQ, please send us a message.

What are capital markets?

Capital markets are the way that investors transfer their capital to those looking to finance various projects or investments. While we primarily focus on stocks and bonds, there are many other instruments that comprise the capital markets, such as foreign exchange, commodities, and derivatives.

What is portfolio management?

Portfolio managers are professionals who manage capital market investments on behalf of individuals, companies, and governments. Their goal is to provide the highest investment returns while staying within the parameters set by these investors. Sometimes called asset managers, you will find portfolio managers working for banks, insurance companies, asset management firms, pension funds, hedge funds, and sovereign wealth funds.

If you haven’t found your answer from our FAQ, please send us a message.