Welcome to FORGE Learn

The World’s Most Comprehensive Structured Products Education Platform

Transform from complete beginner to expert practitioner through progressive, interactive learning. Master sophisticated financial strategies with hands-on tools, real-world examples, and visual explanations.

🎯 Core Learning Philosophy

Progressive Disclosure: Start simple, build complexity gradually. Each concept builds on previous knowledge.

Learn by Doing: Interactive calculators embedded in every lesson with immediate feedback.

Multi-Modal Learning: Textual explanations, formulas, interactive tools, and practical case studies.

Real-World Focus: Every concept tied to actual market scenarios and historical examples.

📚 Learning Levels

Level 0: Foundations (Complete Beginners)

Goal: Build baseline financial knowledge

Modules:

1. Finance Fundamentals - Assets, markets, risk/return
2. Introduction to Derivatives - Options basics, terminology

Time: 3-4 hours | Outcome: Solid foundation for derivatives

Level 1: Beginner (Structured Products Introduction)

Goal: Create and understand your first structures

Modules:

1. What Are Structured Products? - Core concepts and mental models
2. Covered Calls - Your first structure, income generation
3. Principal Protected Notes - Capital protection mechanics
4. Range Accruals - Income from volatility betting

Time: 8-10 hours | Outcome: Build and analyze basic structures

Level 2: Intermediate (Pricing & Risk Management)

Goal: Master pricing models and risk metrics

Modules:

1. Black-Scholes Model - Option pricing mathematics
2. Monte Carlo Simulation - Path-dependent pricing
3. Volatility Analysis - The most important variable
4. The Greeks - Complete risk sensitivity mastery
5. Delta Hedging - Become delta-neutral strategically

Time: 15-20 hours | Outcome: Expert pricing and risk management

Level 3: Advanced (Professional Strategies)

Goal: Institutional-level sophistication

Modules:

1. Multi-Asset Structures - Correlation and basket products
2. Barrier Options & Exotics - Complex path-dependent structures
3. Autocallables - Early redemption structures
4. Volatility Trading - Pure volatility exposure
5. Portfolio Risk Management - Institutional-level risk control

Time: 20-25 hours | Outcome: Professional-level mastery

🎓 Specialized Learning Paths

Path 1: Income Generation Focus

Goal: Master income strategies | Time: 20 hours

1. Covered Calls (Level 1)
2. Range Accruals (Level 1)
3. The Greeks - Theta (Level 2)
4. Volatility Trading (Level 3)

Outcome: Consistently generate 2-5% monthly income

Path 2: Capital Protection Focus

Goal: Risk management expertise | Time: 25 hours

1. Principal Protected Notes (Level 1)
2. Volatility Analysis (Level 2)
3. Barrier Options (Level 3)
4. Portfolio Risk Management (Level 3)

Outcome: Protect capital during market crashes

Path 3: Quantitative Focus

Goal: Build pricing models | Time: 40 hours

1. Introduction to Derivatives (Level 0)
2. Black-Scholes Model (Level 2)
3. Monte Carlo Simulation (Level 2)
4. Multi-Asset Structures (Level 3)

Outcome: Build and validate pricing models

Path 4: Professional Certification

Goal: Comprehensive mastery | Time: 100 hours

Complete all modules across all levels, plus case studies and practice exercises.

Outcome: Professional certification in structured products

🚀 Quick Start

I want to…

Generate Income → Start with Covered Calls

Protect Capital → Start with Principal Protected Notes

Understand Pricing → Start with Black-Scholes Model

Manage Risk → Start with The Greeks

Learn from Scratch → Start with Finance Fundamentals

See Real Examples → Start with Case Studies

📖 Reference & Tools

Reference Materials

• Comprehensive Glossary - 500+ terms defined with examples
• Formula Reference - All pricing formulas in one place
• Case Studies - Real-world success and failure stories

Interactive Tools

• Calculators - Option pricers, Greek calculators, payoff diagrams
• Simulators - Monte Carlo, scenario analysis (lightweight)
• Structure Tool - Build and price complete structures
• Portfolio Tool - Track and manage positions

💡 Content Features

What Makes This Platform Unique?

1. Progressive Learning Start with zero knowledge and reach expert level. No gaps in knowledge.

2. Interactive Calculators Every lesson includes hands-on tools. Learn by doing, not just reading.

3. Real-World Focus 100+ case studies from actual market events and investor scenarios.

4. Mathematical Rigor + Intuitive Explanations Academic quality meets practical understanding. Both “what” and “why”.

5. No Prerequisites Required Complete beginners welcome. We build from first principles.

6. Lightweight & Fast Optimized for speed. No heavy downloads, works on any device.

📊 Content Coverage

By the Numbers

• 100+ Lessons across 4 levels
• 20+ Interactive Calculators for hands-on learning
• 500+ Glossary Terms with detailed explanations
• 50+ Case Studies from real markets
• 30+ Formulas explained step-by-step
• 5 Specialized Paths for different goals

🎮 Interactive Learning

All lessons connect to live tools for hands-on practice:

• Structure Tool - Build and price structured products in real-time
• Portfolio Tool - Track positions and analyze risk
• Embedded Calculators - Interactive tools in every lesson
• Code Examples - Copy and run pricing code

Learn → Practice → Master

📋 Best Practices

How to Use This Platform

1. Start with Foundations Even experienced traders benefit from Level 0. It builds shared vocabulary and mental models.

2. Practice Immediately After each concept, use the interactive calculators. Theory + Practice = Mastery.

3. Follow the Sequence Lessons build on each other. Skipping ahead creates knowledge gaps.

4. Understand “Why”, Not Just “How” Focus on reasoning behind strategies, not just mechanics. This enables adaptation.

5. Review Key Concepts Spaced repetition is powerful. Revisit foundational lessons periodically.

6. Apply to Real Scenarios After each module, think: “How would I use this in my portfolio?”

❓ Frequently Asked Questions

Q: Do I need a math or finance background? A: No. We start from absolute basics. If you can do basic algebra, you can learn this.

Q: How long to become proficient? A: Beginner proficiency: 10-15 hours. Intermediate: 25-35 hours. Expert: 60-100 hours.

Q: Can I skip around between levels? A: You can, but it’s not recommended. Each level builds on previous knowledge.

Q: Are examples based on real market data? A: Yes. All examples use realistic market scenarios, though this is an educational environment.

Q: Is this platform free? A: Foundation and Beginner levels are free. Advanced content requires subscription.

Q: Will I be able to trade professionally after this? A: You’ll have the knowledge. Practice and experience are required for professional proficiency.

Q: What about cryptocurrency structured products? A: While we use crypto examples, concepts apply to all asset classes (stocks, bonds, commodities).

🚀 Get Started

Ready to begin your journey to mastery?

📬 Stay Updated

New Content Added Monthly

• Advanced strategies and case studies
• Market event analysis and lessons
• Community-requested topics
• Tool enhancements

Educational Platform - This is for learning purposes only. Not financial advice. Past performance doesn’t guarantee future results. Always consult with qualified professionals before making investment decisions.