Course
Introduction to Primary Markets Qualification
Led by Andre Kurten · Author, Financial Markets Expert
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$2,445.00
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About this program
This qualification offers participants a broad overview of international finance, from the different entities requiring finance, to the roles of the banks and securities markets in providing it. The IPMQ is an entry-level qualification requiring a basic understanding of debt and equity, it is also a valuable basis for the ICMA Primary Market Certificate (PMC).
Overview
- Understand the key attributes of debt and equity from a primary market perspective, and key concepts of corporate finance such aas CAPM and WACC.
- Identify the key users and providers of finance in the primary markets and their differing needs.
- Understand the key financing characteristics of the term loan market, the bond markets and equity markets.
- Examine the importance of securities investors and basic concepts of modern portfolio theory.
- Understand the different methods of underwriting and syndication in the primary markets.
- Examine the different methods of distribution and allocation.
- Review the key contractual documents in launching an international financing and the key regulations that impact the primary markets.
Curriculum
An Introduction to International Financing
- The Primary Markets
- Debt & Equity Capital Markets
- Sources of Finance
- The Capital Structure
- Investor Considerations
- Risk & Return
Forms of Issuance
- The Loan Market
- Syndicated Loans
- Equity
- Bonds
- Green, Social & Sustainability Financing
Syndication & Distribution
- Syndication & Distribution
- Accessing the Markets
- The DCM Deal Process
- Geographical Considerations
- Allocation & Pricing
- Stabilisation
- Listing, Closing & Settlement
The Regulatory Framework
- Key Parties & Key Documentation
- The Prospectus
- Compliance
- Regulation & Other Considerations
- MiFID & MiFID II
InstructorAndre KurtenAuthor, Financial Markets Expert
Mr. André holds B.com degree from UNISA and is a CAIB (SA) with the Institute of Bankers in SA. He has represented the Association of African Institute of Bankers as a subject matter expert in Financial Markets. Andre is a Fellow of The Institute of Financial Markets and served as a Governor on the board for 9 years. He has more than 18 years of extensive knowledge of banking, treasury and finance products.