Coursera

Master Trade Operations Essentials

Coursera

Master Trade Operations Essentials

Professionals in the Industry
Sowjanya

Instructors: Professionals in the Industry

Included with Coursera PlusLearn more

Gain insight into a topic and learn the fundamentals.
Beginner level

Recommended experience

2 hours to complete
Flexible schedule
Learn at your own pace
Gain insight into a topic and learn the fundamentals.
Beginner level

Recommended experience

2 hours to complete
Flexible schedule
Learn at your own pace

What you'll learn

  • Matching market, limit, stop, and stop-limit orders to client instructions on a simulated blotter and naming the risk each choice leaves behind

  • Sequencing an equity trade from order entry through T+1 settlement on a lifecycle flowchart and separating execution from settlement

  • Applying a 2-for-1 split notice to recalculate share quantity and per-share cost basis while showing that total basis is unchanged

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Recently updated!

October 2026

Assessments

5 assignments¹

AI Graded see disclaimer
Taught in English

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There are 3 modules in this course

Distinguish market, limit, stop, and stop-limit orders and match each to an appropriate client instruction in a simulated trade blotter. You'll learn each order type by what it guarantees and what it leaves uncertain, then work the selection the way it actually arrives: from an instruction that has to be read for the customer's priority. The module also covers the vocabulary that surrounds an order - bid and ask, agency and principal capacity, long and short, discretionary and solicited.

What's included

2 videos2 readings1 assignment

Sequence the trade lifecycle steps from order entry through T+1 settlement for a standard equity trade using a flowchart template. You'll separate the events that people routinely merge - execution, confirmation, clearance, and settlement - and place each with the party responsible for it, working to the current standard settlement cycle of T+1 for most U.S. broker-dealer transactions.

What's included

2 videos1 reading2 assignments

Apply a 2-for-1 stock split notice to recalculate share quantity and cost basis for a sample customer position statement. You'll work the arithmetic carefully enough to see what a split does and does not change - share count and per-share basis move, total basis does not, purely as a result of the split - and place splits alongside the wider corporate-action family, dividend dates, and the return measures that describe a position over time.

What's included

2 videos1 reading2 assignments

Instructors

Professionals in the Industry
Coursera
28 Courses2,515 learners

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¹ Some assignments in this course are AI-graded. For these assignments, your data will be used in accordance with Coursera's Privacy Notice.