Derivatives II: The Core Instruments

Author:
Geoff Robinson
Level:
Intermediate to advanced
Study time:
1-2 hours

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Course overview

This playlist explains the core derivative instruments—forward contracts, futures, options, equity forwards, and interest rate swaps. It shows how each instrument works, why pricing differs, and how derivatives transfer risk rather than ownership. Real-world examples illustrate payoff structures, liquidity trade-offs, and practical use cases.

What's included?

5 videos
Derivatives aren’t about complexity—they’re about controlling risk with precision.
Insights from a #1 ranked data-driven analyst

Who should watch this playlist?

This playlist is designed for investment analysts, finance students, portfolio managers, and professionals who want a clear, practical understanding of derivatives. It is ideal for anyone who finds derivatives confusing, overly mathematical, or abstract and wants to understand how they function in real markets.

Why TheInvestmentAnalyst.com?

We are the only training house that is able to bring top-ranked analyst experience into your classroom. We buck the trend. Most training businesses recruit junior ex-bankers to become their trainer. Our instructors cut their teeth teaching and then gain senior experience with investment banks.

We believe, you could not be in better hands.

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Geoff Robinson
FCA FMVA MFM

Thought leader, instructor, writer, financial influencer, Former UBS Managing Director and 8x #1 ranked analysts EMEA Institutional Investor Survey

ABOUT Geoff

Geoff has had a varied career. He was a Managing Director within UBS Equity Research, leading their Global Fundamental Analytics franchise. During this time, he was #1, ranked 10x in the EMEA Institutional Investor Survey. Before UBS, he was a material equity investor and LBO co-investor in two market exited training consultancies. Geoff has a passion for learning and is well-known for his ability to break down complex subject matter and distil it to an audience in a digestible and engaging manner. He brings this passion to TheInvestmentAnalyst.com.

TheInvestmentAnalyst.com is a global investment education and training business founded by Geoff Robinson, formerly a 10x Number 1 ranked analyst, and UBS Managing Director. Our InsightOne App is designed for individuals to develop real-life investment analysis skills through AI-powered coaching, market simulation and interactive data tools. Our In-Person Training delivers expert-led programmes for universities, corporate teams and financial institutions worldwide.