DFC — Derivatives Fundamentals Course (Study Hub + Practice)
Prepare for CSI Derivatives Fundamentals Course (DFC®) with a blueprint-aligned syllabus, comprehensive derivatives cheat sheet (formulas + glossary), study plan, resources, and practice.
Derivatives Fundamentals Course (DFC®) focuses on the building blocks of derivatives: futures/forwards, exchange-traded and OTC options, swaps, and how derivatives show up inside funds and structured products—plus a small operational section on risk, monitoring, and reporting.
Official structure (CSI): 1 exam, 2 hours, 65 multiple-choice questions, passing grade 60%. Source: https://www.csi.ca/en/learning/courses/dfc/exam-credits
Use this hub to prep efficiently:
- Start with the Overview for scope, weightings, and what to prioritize.
- Follow the Study Plan for 30/60/90‑day prep.
- Use the Syllabus as your objective checklist.
- Use the Cheatsheet for payoffs, formulas, decision tables, and terminology (glossary included).
- Train speed with Practice.
Select a section below to begin.
In this section
- DFC Cheatsheet — Futures & Options Formulas, Payoffs, Swaps, Checklists & Glossary
High-yield DFC review: futures mechanics + pricing intuition (cost of carry, basis), hedging vs speculation, exchange-traded options payoffs and strategy intent, swaps basics, derivative use in funds/structured products, and operational considerations—plus formulas and a large glossary.
- DFC FAQ — Common Questions (Futures, Options, Swaps)
Frequently asked questions for CSI Derivatives Fundamentals Course (DFC®): exam format, official weightings, what to focus on, and how to practice efficiently.
- DFC Overview — Futures, Options, Swaps, and Derivatives Use Cases
High-level overview of CSI Derivatives Fundamentals Course (DFC®): what’s tested, official topic weightings, common pitfalls, and a practical prep strategy.
- DFC Practice — Futures, Options & Swaps Drills
Practice DFC with drills mapped to the official CSI blueprint: futures mechanics/pricing/hedging, exchange-traded options payoffs and strategy intent, swaps basics, and operational considerations.
- DFC Resources — Official CSI Links
Authoritative DFC resources from the Canadian Securities Institute (CSI): course page, official curriculum, and exam credits (structure + weightings).
- DFC Study Plan (30 / 60 / 90 Days)
A practical DFC study plan: 30-day intensive, 60-day balanced, and 90-day part-time schedules focused on futures + options mechanics, pricing intuition, and repeated payoff/quote drills.
- DFC Syllabus — Learning Objectives by Topic
Blueprint-aligned learning objectives for CSI Derivatives Fundamentals Course (DFC®), organized by topic with quick links to targeted practice.