Derivatives for CFA Level II

Pricing logic, arbitrage relationships, and exposure interpretation for Level II derivatives.

Level II Derivatives is where payoff diagrams stop being enough. The exam usually wants to know whether you can see how the derivative should be valued, which market inputs matter, and how the instrument changes the portfolio or issuer exposure described in the vignette.

That is why this chapter now starts with a grouped lesson batch instead of staying a placeholder root. The useful online shape is forward-commitment pricing first, then swaps, then option-tree logic, then Black-model and hedge interpretation.

What This Topic Area Covers

  • pricing logic for forwards, futures, options, and swaps
  • arbitrage relationships and the assumptions that make them usable
  • option sensitivity and embedded-option interpretation where it changes value
  • derivative use for hedging, exposure change, or relative-value positioning

Current Lesson Path

LessonOfficial coverage boundaryWhat to focus on
Carry Arbitrage, Forwards, and Futures PricingPricing and Valuation of Forward Commitments: equity, interest-rate, and fixed-income forwards and futuresCarry inputs, known cash flows, no-arbitrage price, and how an existing contract gains or loses value.
Swaps, Net Cash Flows, and No-Arbitrage ValuePricing and Valuation of Forward Commitments: interest rate, currency, and equity swapsLeg-by-leg valuation, direction of value change, and synthetic exposure interpretation.
Binomial Option Pricing and No-Arbitrage LogicValuation of Contingent Claims: binomial valuation, arbitrage, European versus American exercise, and interest-rate option treesReplication, risk-neutral pricing, early-exercise checks, and arbitrage direction.
Black Models, Greeks, Delta Hedging, and Implied VolatilityValuation of Contingent Claims: Black-Scholes-Merton, Black model, Greeks, delta hedging, and implied volatilityModel selection, option sensitivities, hedge maintenance, and volatility interpretation.

In this section

Revised on Friday, April 24, 2026