Equity Markets Fundamentals

Equity Markets Fundamentals Course Overview

This course provides an in-depth overview of the equity markets. You’ll learn about a variety of topics, 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

Equity Markets Fundamentals is a required course of CFI’s CMSA® program

CFI’s Capital Markets & Securities Analyst (CMSA)® program covers all the foundational, intermediate, and advanced topics about sales and trading, investment banking, and asset management. This program teaches you trading strategies used in the finance and capital markets industry. It is ideal for students who want to learn how to trade different asset classes. The program is completely online so that you can take it at your own pace, anywhere in the world.

Common career paths for students who take the CMSA® are Sales & Trading, Asset Management, Wealth Management, Treasury, Risk Management, and other capital markets careers.

Who should take this CMSA® course?

This introductory equity markets 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 which require an understanding of equities.