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Description

Equity Markets Day to Day: Placing, Executing and Settling an Order

Understand what happens between a client order and the settlement of an equity transaction

  • 2 days — 14 h
  • In-person or virtual
  • Foundation
  • Up to 6 participants

An order placed on a share passes through several functions before it is settled: the trading desk, clearing and custody. Staff in support functions handle transactions of which they only ever see a fragment, and struggle to place their own task within the wider chain.

Two hours to follow the life of an equity transaction: market participants, order types and the order book, execution, then settlement and corporate actions. This foundation-level session is intended for professionals who want to understand the sequence of events rather than investment strategy.

Learning objectives

  • Identify the participants active in the equity market
  • Describe the main order types and how they are executed
  • Read an order book
  • Follow the post-trade process through to settlement
  • Identify the effects of a corporate action for the holder

What makes this programme different

Following a transaction from the initial order through to settlement
A guided reading of a live order book
Market terminology translated for support functions

Programme

1Participants and the market

Who does what around a share

  • Issuers, investors and intermediaries
  • Regulated markets and other execution venues
  • The role of the market maker
  • Indices and listing segments

2Placing and executing an order

From the click to the order book

  • Order types and execution conditions
  • Reading the order book and price formation
  • Trading session phases and auctions
  • Fees and the best execution requirement

3Settlement and position monitoring

The work continues after execution

  • Clearing and delivery versus payment
  • Fails and settlement incidents
  • Corporate actions and their effects for the holder
  • Custody and position keeping

Who is it for

Staff in support and middle office functions, as well as newcomers to market-facing roles and control functions.

Prerequisites

No prior knowledge required

Dates & locations

36 scheduled dates between November 2026 and December 2027. Seats are confirmed in the order enquiries are received.

November 2026

December 2026

January 2027

February 2027

March 2027

April 2027

May 2027

June 2027

September 2027

October 2027

November 2027

December 2027

None of these dates suit you? We open additional sessions on request, and any programme can be run privately for your team.

Practical details

Before the programme
Online positioning questionnaire. Your development objectives are shared with the trainer, who tailors the practical case studies to your context.
Teaching methods
Theoretical input, workshops and practical case studies. Digital course materials and method sheets provided.
Assessment
Multiple-choice tests and role-play exercises. Assessment of learning at the start and end of the programme, with immediate and 60-day follow-up evaluations.
After the programme
One year of access to the e-learning platform. Self-assessment of the skills acquired and a 30-day follow-up session with your trainer.
How to register
Registration online or on the basis of a quotation.
Lead time
11 working days after confirmation of registration.
Accessibility
Accessible to people of determination. Contact our accessibility coordinator to design a suitable solution: contact@mpf-academy.ae
Start dates
Rolling intake: in addition to the scheduled sessions, this programme can start on request.