Mortgage Capital Markets Courses | 8-Week and 14-Week Advanced Programs

Is This Course Right for You?

The Mortgage Capital Markets Masterclass is our flagship, 14-week accredited program for professionals ready to elevate their technical fluency, strategic insight, and real-world impact. Designed by industry veterans, this program demystifies the full capital markets lifecycle—from rate sheet pricing and hedging to servicing valuation and hedge accounting. If your role requires precision, performance, or leadership in the secondary mortgage market, this course was built for you.

All Panoramic Capital Academy courses are great for professionals who need a strong grasp of capital markets without diving deep into technical calculations. This course is ideal for:

Capital markets and secondary marketing professionals
Hedge desk analysts and pricing strategists
CFOs, controllers, and risk managers
Developers and analysts supporting capital markets systems
Senior executives ready for a deep dive

"I with 100% confidence can tell you I would not have achieved that promotion if it wasn’t for this course. I spent hours watching and rewatching your videos and podcasts about MSRs and that gave me a lot of knowledge and general speaking points to make me competitive for this role."

- Fall 2024 Graduate

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Course Highlights

What the Course Includes

The Masterclass includes 14 structured modules, such as:

Mortgage Finance Foundations
Rate Sheet Pricing and Margin Strategy
Lock Desk Best Practices
Hedging Fundamentals and Hedge Math
Servicing Valuation Models
Loan Delivery and Execution Strategy
Performance Attribution & Hedge Accounting

This course includes Excel assignments, quizzes, discussions, and a capstone project.

What You'll Learn

You’ll walk away with:

A complete understanding of best execution strategy, PPEs, hedging inputs, pull-through, and hedge ratios
Hands-on skills in Excel and data analysis for decisions
A structured approach to servicing valuation and MSR economics
Clarity on performance attribution, hedge accounting, and balance sheet impacts
Greater cross-functional communication and executive influence
A digital certification respected by lenders and industry employers

Compare Course Modules

Both Panoramic Capital Academy courses include in-depth information on capital markets, but each offers a different approach.

8-Week Executive Course

14-week Masterclass

Mortgage Finance Foundations

Best Execution Principles & Math

Rate Sheet Margin & Pricing Practices

Rate Sheet Margin &

Lock Desk Best Practices

Hedging Fundamentals

Hedging Practices & Math

Service Decision & Valuation Overview

Servicing Valuation Practices & Math

Loan Delivery Best Practice

Loan Delivery Best Practice (pt 2)

Performance Reporting Overview

Hedge Accounting & Attribution

Quizzes

Final Project

Course Survey

Grading of Finals

Certificate

Mortgage Capital Markets Masterclass