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.
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See All Certification ProgramsWhat you'll learn
Lesson
Multimedia
Exams
Files
Introduction
Course Introduction
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Course Objectives
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Download Course Presentation
Session Objectives
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Asset Classes
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Risk and Return
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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 41 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 26 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
Great course
Cover a wide range of topics about Equity that everyone who wants to work in finance need to know about. Highly recommend this course.
Cover a wide range of topics about Equity that everyone who wants to work in finance need to know about. Highly recommend this course.
Minh Tuong
Nice course with interesting lecturer
Nice course with interesting lecturer
Nice course with interesting lecturer
Kassahun Kumalo
A good primer into Equities but won't make you an expert
Its a good overview of Equities as asset class and overall investment market. Don't expect to be an expert after this. Need more homework and research!
Its a good overview of Equities as asset class and overall investment market. Don't expect to be an expert after this. Need more homework and research!
Stephen Lin
Fun and Engaging
Informative, fun and engaging.
Informative, fun and engaging.
