Free learning pathL0–L4

Markets sales and trading

Understand products, returns and risks and build an evidence-based market view.

An entry-level learning direction with educational tasks; check target-role requirements.

Practice setWork-sample templateJobs, resources and experiences

Your learning checklist

Required items: 0 / 10 completed or already known

Device storage

Next: Read a role through its responsibilities

Checklist statuses are self-reported; exercise scores are recorded separately. You can reset any item.

L0

Know the role

  1. Read a role through its responsibilitiesRequired

    Translate a role description into three observable learning goals.

L1

Build foundations

  1. Spreadsheet formulas and reconciliationRequired

    Build a sourced calculation table with an independent check.

  2. Statistics, samples and uncertaintyOptional

    Describe a distribution and its limits of inference.

  3. Market instrumentsRequired

    Independently: Compare cash flows and risks across four instruments.

  4. Quotes, spreads and ordersRequired

    Independently: Calculate three spreads and identify the offer for a purchase.

L2

Develop core skills

  1. Macro indicatorsRequired

    Independently: Separate actual, consensus and revisions in one macro release.

  2. Bond prices and ratesRequired

    Independently: Compare a one-period bond under two rate scenarios.

  3. Position P&L and limitsRequired

    Independently: Calculate position P&L in up and down scenarios.

L3

Practise scenarios

  1. Research, citation and argumentRequired

    Write a sourced analytical paragraph with limitations.

  2. A market viewRequired

    Independently: Write a view with facts, assumptions, catalysts and invalidation.

  3. Client explanation and trade reviewOptional

    Independently: Prepare a 90-second market discussion and review a simulated trade.

L4

Build a work sample

  1. Present an inspectable work sampleRequired

    Submit a work sample with method, results and reflection.

Try a practice set

Calculations and choices receive immediate checks. Review open responses yourself against the rubric. All examples are educational.

1. Buy 10 shares at 100 and sell at 105, ignoring fees. What is the profit?
2. What makes a market view more useful?
3. After the a market view task, state one assumption, one supporting fact and one condition that would change your conclusion.

Market view and simulated trade review

For this market view and simulated trade review, bound the problem to one educational scenario. List inputs and assumptions, preserve calculations and distinguish findings from missing evidence.

Define the question, scope and success criteria of this market view and simulated trade review.

Record data, source links, dates, units and assumptions.

Write reproducible steps with calculations, evidence or a process map.

Separate observations, interpretation and recommendations.

List unknowns, validation steps and conditions that change the conclusion.

Work-sample checklist