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*This event is no longer open and has already taken place.

Derivative Basics: Interest Rates

February 22, 2019  2:00 pm - 3:00 pm CST

This session will cover the basics of derivatives with a focus on interest rates.  We’ll start out with an overview of derivatives that define what is a derivative and its use.  Next, you’ll learn the differences between over-the-counter (OTC) versus exchange traded, review the different types of interest rate derivatives, and how to calculate derivative values.

Key Objectives:

  • Understand the basics of interest rate derivatives

  • Recognize the different types of interest rate derivatives: swap, cap/floor, and options

  • Appreciate the process of calculating derivative values

Level: Basic

Advanced Preparation: None


Field of Study: Accounting

CPE Credit(s): 1

Delivery Method: Group Live

COST: $50

Presenter Information:













Merc Morse

Vice President | HedgeStar

David “Merc” Morse has been with HedgeStar, formerly DerivActiv, since its founding in 2004. Merc has over 25 years of experience in the financial services industry in operational, training, relationship management and business development roles. He is a domain expert in valuations for a broad array of financial instruments, including commodity transactions, equity derivatives, credit default swaps, foreign exchange contracts, mortgage-backed securities, locally issued bonds, and all types of interest rate hedges.


In his current role, Merc is the main point of contact for HedgeStar’s current clients. He also assists clients and potential clients with specific solutions around their derivative and financial product valuations, counterparty risk, and tax risk.

Merc Morse

Requests for refunds must be received in writing 2 days prior to training date for a full refund of registration fees. If a program is cancelled, the participant will be notified immediately by email and a full refund will be issued. For more information regarding administrative policies such as complaints and refunds please contact our offices by email: or by phone: 866-200-9012.

HedgeStar is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

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