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Sales & Trading

  • Course level: Beginner
  • Categories pathways
  • Last Update January 27, 2021


[Note: Sales & Trading pathway will be available for all Kinobi Lite, Standard & Premium members by end January 2021]

Sales and Trading (S&T) sits within an investment bank. It consists of salespeople who call institutional investors with ideas and opportunities, and traders who execute orders and advise clients on entering and exiting financial positions.

At Kinobi, we cover the range of topics and skills needed for you to get from fresh-eyed student, to becoming a Salesperson or Trader at a bulge bracket bank, and going forward to building your industry knowledge, relationship management skills, and becoming a well-rounded industry professional who is able to talk about and implement trade ideas.

If you’ve ever wanted to join Sales & Trading, here’s the consolidated Bible.

Important Things To Note:

  • You will receive a graded certificate at the end of the course curriculum, upon request
  • Completion of Mock Interview is required for ‘Distinction’, else ‘Pass’ will be awarded
  • Should you choose not to schedule a mock interview, please reach out to us at with a screenshot of your pathway progress bar to obtain your certificate (upon completion of all video lessons))

What Will I Learn?

  • Career landscape in Asia and career progression in S&T
  • Technical knowhow on how investment assets work
  • Frameworks and thought processes behind trade ideas
  • Relationship building in building your client book
  • Understanding of what quants and structurers do
  • Interview and resume mastery to get into S&T

Topics for this course

16 Lessons

A. Introduction to Sales & Trading

Module 1: Introduction to the Finance Industry
Module 2: What is Sales & Trading?
Module 3: Career Experience in S&T
Feedback for Modules 1 to 3

B. Understanding Macros

C. Trading Strategies & Technicals

D. Value Adding

E. Resume & Pre-Interview Preparation

I. Mock Interview (required for ‘Distinction’ grade)

Material Includes

  • 4+ Hours of Sales & Trading curriculum, including video, instruction & a free 1-to-1 mock interview

You must have a membership plan to enroll in this course.


  • Year 1-4 undergraduates, or MBA/Masters candidates
  • Interested in Sales & Trading or banking industry
  • No prior experience is needed, except a high ownership mindset
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