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Beginner Level

Finance Courses

Level Beginner

Sector Investing

The market is broken down by 11 sectors: Communications, Consumer Discretionary, Consumer Staples, Energy, Financial Services, Healthcare, Industrial, IT, Materials, Real Estate, and Utilities. In this lesson, we will review the broader markets, industries, advantages and disadvantages of investing, and more of the 11 market sectors.

Level Beginner

Getting Started at IBKR

Through this guide, we’ll help steer you through the account opening process at Interactive Brokers – whether as an individual or institution – including critical resources for how to actively deposit and withdraw funds once your application is approved. We'll also take you on a brief tour of our website and highlight some of the destinations there that can help you get up-and-running quickly with our platforms, tools, and services, as well as walk you through our platforms, show you how you can perform worldwide trading, manage your account, and improve your understanding of the global financial markets, as they change daily.

Level Beginner

The IBKR Student Trading Lab’s Catalogue of Resources

The IBKR Student Trading Lab (STL) offers an extensive toolkit for educators of college-level finance courses to help bring real-world financial decisions and outcomes to their curricula. This catalogue of STL’s resources illustrates how IBKR’s award-winning trading platforms and tools, wealth of service offerings, and educational tutorials, combine to create a hands-on experience for students of all skill sets to help master their learning objectives – and all at no cost.

Level Beginner

Basic Hedging

Explore mitigating risk using assets whose movements are often equal yet opposite but enable the investor to hedge an instrument or portfolio. Critical concepts covered include derivative instruments such as futures and options and how they are used to offset risks associated with an underlying instrument.

Level Beginner

Setting Up Your New IBKR Institutional Account

The video lessons in this course will review how to set up your new institutional account with Interactive Brokers. The lessons cover topics such as adding individuals as users for account access, subscribing to market data or research, setting trading restrictions, and more.

Level Beginner

Getting Started for Hedge Fund Advisors and Fund Managers

This course will review the overall Hedge Fund account structure at Interactive Brokers and will discuss how to navigate IBKR’s Hedge Fund Portal. The Portal web application includes powerful reporting and performance analytics, fund administrator connectivity, and opening Separately Managed Accounts (SMAs) and additional hedge fund applications. IBKR also offers access to the Hedge Fund Marketplace, which is an online version of a traditional Capital Introduction program.

Level Beginner

Monetary Measures, Economic Output and Corporate Profits (US)

The amount of money and credit in economies, the growth of economies and the profitability of companies are important indicators of economic health. Money and credit help to drive economic activity. The rate of economic output shows the results of past economic activity while corporate profitability reflects the effectiveness of corporations. Taken together, these economic indicators help us determine where we’re going and where we are. In this course, we’ll learn about economic indicators that cover the central banking system, the government bond system, fiscal budgets, economic growth calculations and the importance of corporate profitability. Some of the indicators include the money supply, yield curve, gross domestic product and corporate profits.

Level Beginner

IBKR’s Student Trading Lab – Companion Tools for College Finance Courses

The IBKR Student Trading Lab (STL) offers an extensive toolkit to complement fundamental, technical, and computational college classroom curricula. In this course, we'll delve into how STL may be used to enhance the learning experience, as well as provide actual use cases from some of its participants - illustrating how IBKR's professional trading applications can bring real-world financial decisions and outcomes to college-level finance courses.

Level Beginner

Getting Started with TWS for Advisors

We have divided this course in two to address both trading and CRM. This course deals with an introduction to Trader Workstation (TWS) for Advisors where you will learn how to navigate TWS, monitor your clients’ and your firm’s aggregate positions. We show you how to trade for an individual client and for several (or all) clients at a time. And we introduce the Order Allocation Tool, which really gets to the heart of order management. You will learn to build Model Portfolios, how to allocate clients’ money to a Model as well as how to rebalance a portfolio. We also show you how to navigate the Tax Harvester Tool enabling you to run your individual client’s portfolio efficiently.

Level Beginner

Getting Started for Introducing Brokers

This course will review the Broker Portal, which is our free and powerful client relationship management (CRM) platform for Introducing Brokers (IBs). The web application serves as the one-stop destination to manage clients, run reports and key performance metrics, funding, and more. Additionally, automatic billing, flexible commission markups, and interest markups/markdowns are part of IBKR’s turnkey solution for Broker-Dealers and Introducing Brokers.

Level Beginner

Introduction to Futures

This course provides content to suit investors with different levels of knowledge about the futures market. Investors new to the world of futures trading can use this introductory course to learn key industry concepts and how to find information using the trading tools within TWS.

Level Beginner

ESG Investing

This course offers some basic concepts to help better define the meaning and financial relevance of environmental, social, and governance (ESG) issues, including the rationale behind the inception of ESG investing, as well as how this discipline has developed.

Level Beginner

IBKR Mobile – Android©

This course will review using IBKR Mobile on your Android. We’ll cover a wide range of topics such as customizing your watchlists, adding chart indicators, trading stocks and options, and configuring two factor authentication using IB Key.

Level Beginner

Overnight Trading

Trading outside of regular trading hours can be performed on each of IB's trading platforms, TWS, Mobile TWS and Client Portal. This course explains how to create orders designed to execute beyond regular US trading hours. In addition, both CME and Cboe Global Markets offer around-the-clock access to futures options and options markets respectively. Each lesson walks the user though examples of accessing those markets.

Level Beginner

Client Portal

Client Portal enables you to stay connected with key features and services inside your IBKR account. Client Portal not only provides users with access to account details, statements and reports, but also allows you to monitor global markets, build watchlists and scanners and also trade using a single log in.

Level Beginner

IBKR Desktop

IBKR Desktop is Interactive Brokers' newest desktop trading platform providing investors with a more streamlined interface. Trade stocks, options, futures, and more on over 150 markets worldwide from this easy-to-use platform. In this course, we will cover using the rapid order entry window, submitting options orders, viewing news and research, and customizing charts, columns, and views.

Level Beginner

Introduction to Charts

In this course you will learn: How to access and configure charts, so you can quickly visualize an event in real time; Create Multiple charts in one panel; How to build and save chart templates for reuse; And for those of you who want to trade directly from a chart, we’ll show you TWS ChartTrader.

Level Beginner

Fixed-Income Trading for TWS

This course is designed to help traders and investors navigate and configure bond-related tools within the IBKR Trader Workstation (TWS) – whether new to the world of the fixed-income markets or an experienced professional. By the end of this course, you should learn how to search for, select, analyze, and make investment decisions about specific fixed-income products, including government, corporate, and municipal debt securities.

Level Beginner

IBKR GlobalTrader

The Interactive Broker’s GlobalTrader app is a simplified version of our mobile platform. It allows investors to trade in stock markets around the world, as well as trade options and mutual funds, and access IBKR’s crypto currency offerings.

Level Beginner

American Depositary Receipts

If you are interested in investing in non-US companies, this course explains how to gain exposure through American Depositary Receipts. We explain what an American Depositary Receipt is; why an investor would use them; where and when ADRs are traded and how investing in ADRs differs from investing directly in the stock of a foreign company. This course also covers the history of ADRs and potential benefits and risks.

Level Beginner

Introduction to U.S. Corporate Bonds

In this course, IBKR senior market analyst Steven Levine provides essential details about the U.S. corporate bond market, including the types of securities investors typically encounter such as secured and unsecured notes. We'll also offer you some tools to enable you to obtain a better understanding of the risks involved with corporate bonds and how they may be mitigated, as well as recent developments that have helped shape market dynamics. Lastly, we'll walk you through the IBKR Trader Workstation's Global Bond Scanner, where you can locate certain corporate bonds in the secondary market, create charts and conduct due diligence to help inform your investment decisions.

Level Beginner

Excel and the TWS API

This course covers the API basics and how you can use Excel together with TWS to manage your account and automate your trading. You can follow along with our samples and test it out for yourself using your paper trading account.

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