*** Proof of Product ***
Exploring the Essential Features of “Equity Markets Fundamentals – Tim Vipond – CFI Education”
Take the first step to becoming an expert in equities, one of the most exciting and dynamic capital market products, by taking this course.
- Find out the differences between various equity market securities
- Use the same software and platforms that market participants do
- Explore the various investment strategies applied by institutional investors
Overview
Equity Markets Fundamentals Course Overview
This course provides an in-depth overview of the equity markets. A variety of topics will be learned which will help you become familiar with equity securities, stock exchanges, funds, valuation, and trade-offs of different investment strategies. In addition, Excel and Refinitiv Workspace will be used to provide greater insights into the topics covered.
Equity Markets Fundamentals Learning Objectives
By the end of this course, you will be able to:
- Understand the relationship between risk and return
- Differentiate between the various types of equities, and funds
- Recognize how stock exchanges work and the results of pursuing certain order types
- Compare valuation and trading techniques along with different investment styles and strategies
Who should take this course?
This Equity Markets Fundamentals course is perfect for students who are less experienced with equities or anyone looking for a comprehensive overview of equity markets. This course is designed to equip anyone who desires to begin a career in investment banking, sales, and trading, treasury, or other areas of finance that require an understanding of equities.
What you’ll learn
Introduction
Course Introduction
Course Objectives
Download Course Presentation
Session Objectives
Asset Classes
Risk and Return
Risk and Return Examples
Capital Asset Pricing Model (CAPM)
Beta
Beta in Excel
Beta in Refinitiv
Interactive Exercise 1
Types of Equity
Session Objectives
Capital Stack
Common Stock
Common Stock Refinitiv Example
Preferred Stock
Interactive Exercise 2
Hybrid Securities
Public vs. Private Equity
Categories of Equity
Interactive Exercise 3
Markets, Exchanges & Indexes
Session Objectives
Primary vs. Secondary Markets
Stock Exchanges
Auction vs. Dealer Market
Over-The-Counter (OTC)
Indexes
Market Capitalization
Sectors
Industries
Cyclical vs. Defensive Industries
Volume and Liquidity
Interactive Exercise 4
Downloadable Files
Types of Funds
Session Objectives
Types of Funds Overview
Pooled Funds
Mutual Funds
Exchange-Traded Funds (ETFs)
Index Funds
Interactive Exercises 5
Active vs. Passive Funds
Open-Ended vs. Closed-Ended Funds
Fee Structures
Types of Funds – Summary
Interactive Exercise 6
Midway Check-In
Order Mechanics
Session Objectives
Order Types (Individual Equities)
Settlement
Pricing (Bid/Ask)
Interactive Exercises 7
Valuation & Trading Techniques
Session Objectives
Fundamental vs. Technical Analysis
Fundamental Valuation Methods
Relative Valuation Methods
Intrinsic Valuation Method
Valuation Exercise
Technical Analysis (RSI)
Interactive Exercise 8
Technical Analysis (Charting Patterns)
Technical Analysis Examples
Technical Analysis (Moving Averages)
Technical Analysis (Golden & Death Cross)
Analyst Ratings
Interactive Exercise 9
RSI and Moving Average Calculators
Investment Styles & Strategies
Session Objectives
Investment Strategies Overview
Short-Term Investment Strategies
Shorting Strategy
Long and Short Strategy
Long-Term Investment Strategies
Additional Investment Strategies
Performance Indicators
Interactive Exercise 10
Alpha, Sharpe Ratio, and Information Ratio Calculators
Course Summary
Qualified Assessment
Qualified Assessment
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