8: Fundamentals of Swaps

Course Description

Learn the basics of swap contracts, how they differ from fixed income securities and how fixed income investors use them as part of their investment, issuance and hedging strategies.


1: Evolution of Swaps

2: Interest Rate Swap Rate and Value

3: Trading and Regulation


$995 for students, governments and non-profits

$1650 for corporate and for-profit entities

Group pricing for teams of 5 or more

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Course Requirements


Course 6 Recommended or Pass on Pre-Test

Program Level


Field of Study


Credit Hours


Course Instructor

Jason Klinghoffer, CFA

Director, Debt Capital Market, Mischler Financial Group


Jason is a former United States Marine who joined Mischler Financial Group, the nations oldest Service Disabled Veteran’s broker/dealer, in September 2014.Jason brings with him overa decade of dedicated service to institutionalpublic fundinvestors. His background provides for a unique blend of information technology, trading and fixed incomeportfolio management knowledge.He is currently a Director in the Debt Capital Markets group and the creator of the MaxQ Qloud Analytics platform. Jason is also the head of Agency Syndicate for Mischler Financial Group and works directly with swap counterparties and agency representatives to increase New Issue access to clients and increase volume for GSE diversity access programs.Jason specializes in addressing the philosophical, political and analytical complexities of public fund portfolio management by providing a framework and strategy built from the ground up. He holds the Chartered Financial Analyst® designation from the CFA Institute and is an active member of the CFA society of Orange County.