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MODULE 08 — Derivatives

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Tutorial lessons

Lesson2026-07-11

DER 1 Derivative Instrument and Derivative Market Features

Learn the key features of derivative instruments, common underlyings, and the differences between OTC, exchange-traded, and centrally cleared markets.

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Lesson2026-07-11

DER 2 Forward Commitment and Contingent Claim Features and Instruments

Learn the features, payoffs, risks, and uses of forwards, futures, swaps, options, and credit derivatives, including firm commitments and contingent claims.

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Lesson2026-07-11

DER 3 Derivative Benefits, Risks, and Issuer and Investor Uses

Learn the benefits and risks of derivatives, including leverage, hedging, price discovery, hedge accounting, and how issuers and investors use them.

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Lesson2026-07-11

DER 4 Arbitrage, Replication, and the Cost of Carry in Pricing Derivatives

Learn how arbitrage, replication, and the cost of carry determine derivative prices, including forward pricing, spot-forward relationships, dividends, storage costs, FX forwards, convenience yield, an

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Lesson2026-07-11

DER 5 Pricing and Valuation of Forward Contracts and for an Underlying with Varying Maturities

How a forward is priced at the start, marked to market through its life, settled at expiry, and how forward interest rates are built from the term structure. Check-yourself items are study aids. Price

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Lesson2026-07-11

DER 6 Pricing and Valuation of Futures Contracts

Learn Pricing and Valuation of Futures Contracts, including futures pricing, mark-to-market, margin accounts, forward vs futures, interest rate futures, convexity bias, daily settlement, and derivativ

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Lesson2026-07-11

DER 7 Pricing and Valuation of Interest Rate and Other Swaps

Learn Pricing and Valuation of Interest Rate and Other Swaps, including par swap rate, swap valuation, forward rate agreements (FRAs), fixed-for-floating swaps, swap pricing, settlement, and interest

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Lesson2026-07-11

DER 8 Pricing and Valuation of Options

Learn Pricing and Valuation of Options, including exercise value (intrinsic value), time value, moneyness, option price bounds, option replication, no-arbitrage pricing, and the factors affecting Euro

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Lesson2026-07-11

DER 9 Option Replication Using Put-Call Parity

Learn Option Replication Using Put-Call Parity, including protective puts, fiduciary calls, synthetic positions, option replication, synthetic forwards, no-arbitrage pricing, and applications of put-c

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