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Derivative Benefits, Risks, and Issuer and Investor Uses

2025 Curriculum CFA® Program Level I Derivatives

Introduction

Earlier lessons described how derivatives expand the set of opportunities available to market participants to create or modify exposure or to hedge the price of an underlying. This learning module describes the benefits and risks of using derivatives and compares their use among issuers and investors.

Learning Outcomes

The candidate should be able to:

  • describe benefits and risks of derivative instruments
  • compare the use of derivatives among issuers and investors

0.75 PL Credit

If you are a CFA Institute member don’t forget to record Professional Learning (PL) credit from reading this article.