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.
Get Recognized With CFI
See All Certification ProgramsWhat you'll learn
Lesson
Multimedia
Exams
Files
Introduction
Course Introduction
Free Preview
Course Objectives
Free Preview
Download Course Presentation
Session Objectives
Free Preview
Asset Classes
Free Preview
Risk and Return
Free Preview
Risk and Return Examples
Free Preview
Capital Asset Pricing Model (CAPM)
Beta
Beta in Excel
Beta in Refinitiv
Interactive Exercise 1
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
This Course is Part of the Following Programs
Why stop here? Expand your skills and show your expertise with the professional certifications, specializations, and CPE credits you’re already on your way to earning.
All Capital Markets & Securities Analyst (CMSA)® Courses
Equity Markets Fundamentals is part of the Capital Markets & Securities Analyst (CMSA)® certification, which includes 40 courses.
- Skills Learned Trading strategies used in the finance and capital markets
- Career Prep Work in capital markets, whether on the buy-side or the sell-side
Financial Planning & Wealth Management (FPWM)™ Certification
Equity Markets Fundamentals is part of the Financial Planning & Wealth Management (FPWM)™ certification, which includes 23 courses.
- Skills Learned Financial Learning, Business Development, Investment Management, Practice Management, Relationship Management
- Career Prep Financial Planner, Investment Advisor, Portfolio Manager
What our students say
Worth the time
Elaborate and worth all the time
Elaborate and worth all the time
Mugabi Christopher Duke
An excellent Introduction to Equities
I think the course is an excellent introduction to equity markets and covers numerous useful topics that a person new to equities will be able to appreciate.
I think the course is an excellent introduction to equity markets and covers numerous useful topics that a person new to equities will be able to appreciate.
DEVRHOID DAVIS
Good
For all capital market business person
For all capital market business person
fotaw chambeng vivian
Incredible
Learnt quite a lot about equities
Learnt quite a lot about equities
