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.

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