Learning Platform

Course: Mandates & Limit Structures

About the online training programme

This course covers how trading mandates are set for traders. Attention is also given to the implementation of limits and the reasons why that is important. It is explained how limits can help to mitigate market risk, counterparty risk and liquidity risk. Attention is also given to the parties that implement these limits, including parties with a trading function, exchanges, clearing organisations and regulations.

Course Contents

This course covers the following video lessons:

  1. Introduction
  2. Authorisation
  3. Limits – Introduction
  4. Limits – Limits set by a trading organisation – Introduction
  5. Limits – Limits set by a trading organisation – Market risk limits
  6. Limits – Limits set by a trading organisation – Stop-loss limit
  7. Limits – Limits set by a trading organisation – Limit on Greek variables
  8. Limits – Limits set by a trading organisation – Position limits
  9. Limits – Limits set by a trading organisation – Credit limits
  10. Limit settings in a trading system
  11. Limits – Limits set by a trading venue
  12. Limits – Limits set by a clearing organisation
  13. Limits – Limits set by regulators

This course also includes examination and certification.

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The ENTRIMA Learning Platforms are also accessible on mobile devices. To do this, download the aNewSpring education app and open your ENTRIMA environment in it. This way you have access to the lessons and knowledge of the Learning Platforms anytime and anywhere.

ENTRIMA has trained numerous professionals and certified thousands of learners, and counting

Nice and user friendly learning platform. Even complicated topics become fun to learn.

Olga Yurkiv
Finance consultant at Dyco Trade

Really well structured and easy to follow content that is varied in delivery in order to keep the reader engaged. Looking forward to seeing more from the ENTRIMA in the future!

Erika Rabadia
Manager Trading Surveillance | Shell

Good illustrations

Nataly Trofimova
Head of Internal Audit at D.Trading