Equity Swaps: A Complete Guide for Finance Professionals

Understand equity swap contracts, pricing, clearinghouse mechanics, and variance swap structures from basics to advanced

This course delivers a structured and in-depth overview of equity swaps, a critical instrument within the financial derivatives markets. It begins with a foundation in financial derivatives, then progresses into a detailed exploration of what equity swaps are, how equity swaps work, and their role in modern financial markets.

You will gain a clear understanding of equity swaps explained through real-world equity swaps examples, including how these instruments are used for risk management, portfolio diversification, and exposure to underlying assets without direct ownership. The course also examines OTC financial derivatives markets, including the role of clearinghouses and counterparty risk.

A strong emphasis is placed on pricing and valuation, where you will explore how equity swaps are assessed in the context of business valuation. You will also evaluate different swap structures, including stock swaps, and understand how variations such as variance swaps function within the broader derivatives landscape.

This course includes 18 lectures across 5 sections

• Introduction to Equity Swaps

• Equity Swap Contracts

• OTC Clearinghouses

• Equity Swap Structures and Applications

• Variance Swaps

More about this course and Starweaver

This course is led by a seasoned capital markets industry practitioner and executive with many years of hands-on, in-the-trenches financial markets sales, trading and analysis work. It has been designed, produced and delivered by Starweaver. Starweaver is one of the most highly regarded, well-established training providers in the World, providing training courses to many of the leading financial institutions and technology companies, including:

Ahli United Bank; Mashreqbank; American Express; ANZ Bank; ATT; Banco Votorantim; Bank of America; Bank of America Global Markets; Bank of America Private Bank; Barclay Bank; BMO Financial Group; BMO Financial Services; BNP Paribas; Boeing; Cigna; Citibank; Cognizant; Commerzbank; Credit Lyonnais/Calyon; Electrosonic; Farm Credit Administration; Fifth Third Bank; GENPACT; GEP Software; GLG Group; Hartford; HCL; HCL; Helaba; HSBC; HSBC Corporate Bank; HSBC India; HSBC Private Bank; Legal & General; National Australia Bank; Nomura Securities; PNC Financial Services Group; Quintiles; RAK Bank; Regions Bank; Royal Bank of Canada; Royal Bank of Scotland; Santander Corporate Bank; Tata Consultancy Services; Union Bank; ValueMomentum; Wells Fargo; Wells Fargo India Solutions; Westpac Corporate Bank; Wipro; and, many others.