Program Chair(s)

Cathy Ma

Director, Derivatives Global Product Specialist, Scotiabank

Nadeem Siddiq

Senior Legal Counsel, Scotiabank

If your work involves the derivatives market in any way, you need to understand the nature, structure, and application of the broad range of these products

Osgoode PD’s Fundamentals of Derivatives is a comprehensive program that will give you a firm foundation for understanding derivatives and the legal and regulatory underpinning. The number of corporations, financial institutions and asset managers turning to derivatives to better manage risk and increase returns continues to grow. Derivatives are becoming more complex and so too are the massive changes to documentation and associated legal issues. If you are involved in any way in today’s evolving derivatives market, it is critical that your market and product knowledge are completely up-to-date.

This unique short course is designed to help the newcomer build a knowledge base and understand the nature, structure, and application of the broad range of derivatives, while also providing an update for those who want a comprehensive refresher. 

Registration includes 120-day unlimited, online access to the recorded program.

What You’ll Learn

Derivatives defined: what are they and how are they used?

The role of derivatives in structured products

Applications in trading, hedging and arbitrage

Dodd-Frank and the derivatives market

Understanding the terminology and purpose of derivatives documentation

ISDA Master Agreements

Best practices relating to the holding and usage of collateral

How interest rate and currency swaps are used, structured and priced

Overview of the FX market and product range

The role of equity derivatives and their advantages

Benefits and risks of credit derivatives in today’s market

Documentation requirements for cleared transactions and related regulation

Who Should Attend

Derivatives traders

Derivatives documentation staff

Securities lawyers

In-House counsel at financial institutions, insurance companies, oil and gas companies, mutual fund companies, pension funds

Lawyers practicing in banking and finance, mutual funds, commercial law

Fund managers, private bankers and investment advisors

Compliance professionals

Heads of trading

Structured finance personnel

Financial regulators


Program Chairs

Cathy Ma

Director, Derivatives Global Product Specialist, Scotiabank

Nadeem Siddiq

Senior Legal Counsel, Scotiabank



 View the program brochure and agenda to see what you’ll learn from leading experts.


Recorded: Dec 1-2, 2020

$1295 + HST

Printable registration form

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“Is financial assistance or funding available?”

As law evolves, we know how important it is to stay up to date. We also understand the financial implications of continuously upgrading your professional skills and knowledge. For more information on available options, including Job Grants, OSAP, please visit:

CPD and Accreditation

OsgoodePD is an accredited provider with the LSO, the Law Society of BC and NY CLE Board. Select your location to view the eligible hours you may claim.

CPD Hours
Contact us for inquiries about other provinces.
Substantive10h 30m
Professionalism 50m
Total11h 20m

Are you reporting hours from a previous date?

View our CPD & Accreditation page to see previously calculated hours for this course.

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