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Equity Trading Fundamentals Course Overview

In this course, with the help of Amplify Trading, we will explore how securities are traded and how orders are executed. We will also see who the market participants are, what spreads are, learn trading tools such as Refinitiv, what liquidity is, how price discovery works, and finish up with a trading simulation from Amplify.

Equity Trading Fundamentals Learning Objectives

Upon completing this course, you will be able to:
  1. Identify the different roles and objectives through the journey of a trade
  2. Develop your own practical skill set in sales trading and marketing making on an equity desk
  3. Execute an equity trading strategy from a client perspective
  4. Appreciate liquidly constraints of large equity block trades
  5. Manage risk through the exchange or finding client cross trades
  6. Find what type of role in equity trading would be right for you

Who Should Take This Course?

The Equity trading fundamentals course is perfect for anyone who would like to improve their understanding of how securities are traded and learn strategies that will help prepare anyone for a career in sales & trading or proprietary trading.

Recommended Prep Courses

These preparatory courses are optional, but we recommend you complete the stated prep course(s) or possess the equivalent knowledge prior to enrolling in this course:

Equity Trading Fundamentals (CFI X AmplifyME)

William De Lucy
Led by William De Lucy
Get Started Enroll For Free

Level 3

Approx 1h to complete

100% online and self-paced

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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 Trading Fundamentals (CFI X AmplifyME) 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

What our students say

Stock Market and Analysis skills
The stock market (capital market, money market, primary market and secondary market...) are interesting skills in the finance world. So I encourage all worldwide students to finish full package courses and receive digital certification by completing full courses provided by accredited institution CFI.

Bogale Asress Amare

Awesome Course Collaboration
This course is awesome. As a person in capital market, this course collaboration with Amplify Me is creating chances for me to have a simulation trading real time with people all around the world

Arvin winatha

A must have certificate for any aspiring trader.

Mandela Githaiga

Awesome Experience
The online trading simulation on market making and investment management was excellent and good exposure to real life trading.

Abraham Nnamdi Udu

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Frequently asked questions

What are the requirements to take the courses?
All of our certification programs are open to students and professionals in various industries and levels of experience. Our curriculum is designed to teach what you need to know from basic fundamentals to advanced practical case studies. To take the courses and complete the exercises, students will only need access to a PC and/or Mac, Microsoft Suite (2016 or newer), and a stable internet connection. Click here to view the Technical Requirements
Can I download the Excel files and financial modeling templates for the course?
Absolutely! All the files and templates needed in a course are available for download. Just look for a module that shows Downloadable Files within the course dashboard. See here for a visual guide on how to do this.
How long do I have to complete the courses?
You will have yearly access to the courses as long as you maintain an active subscription. All the courses are self-paced as well so you can take your time in learning without worrying about any deadlines. Click here to compare our available enrollment options.
Are CFI courses officially accredited?
Yes, CFI is accredited by the Better Business Bureau® (BBB) to maintain training standards, the CPA Institutions in Canada, and the National Association of State Boards of Accountancy (NASBA) in the USA. Most of our courses qualify for verified CPE credits for CPA charter holders. Please refer to this page to view all available CPE credits.
Are there any additional fees or costs?
None! The bundle price includes everything and there are no additional fees or charges to earn your digital certification. You can see our enrollment fees listed here.
What currency are your courses priced in?
All our online courses are priced in USD. As this is a recurring payment, we accept all major credit and debit cards including Visa, MasterCard, and American Express.
How do I earn my certificates?
Students must complete all the video lessons, quizzes, and final assessments in each course. You can retake the assessments as many times as necessary until you reach an 80% passing grade. For more information on how to earn a course certificate, click HERE.
How are the exams conducted?
Students are required to complete an online assessment (Multiple choice questions, Fill-in-the-Blanks, and Excel Questions) at the end of each course. You can take the exams on your own schedule and will need to earn at least 80% to pass the course and earn your certificate of course completion. Please note that course exams can be repeated as many times as you need. Students are also required to complete the FMVA® final exam to earn their certification. How to Take a Qualified Assessment
Can I email the instructor if I have questions?
While the courses are designed mainly for self-study, we are happy to provide email assistance for general or technical support inquiries. The Full Immersion bundles include a premium email support function that allows you to communicate directly with in-house experts regarding course content. This is one of the key features that sets the Full Immersion bundle apart and makes it a worthwhile upgrade over the more affordable self-study bundle. You can compare more features in our bundles here.
Will these courses help me advance my career?
Based on hundreds of reviews from thousands of students we know how CFI courses have helped so many people advance their finance careers. Our courses are designed to be extremely practical and simulate the experience of being trained as a professional financial analyst…the ultimate way to advance your career. For real-world examples and to help delve even deeper into the course concepts, please look into our free career resources library.
More Questions?
You can view more detailed information through our Help Center or Email us and we'll be happy to answer any of your questions
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