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CFI's 100% online courses are self-paced and led by top instructors using proprietary solutions that help with learning and retention. Courses combine theory and practice to facilitate in-depth understanding of the topic and its real-world value.

World-class courses

Consisting of over 760 lessons

Interactive exercises

Learn by doing with guided simulations

Expert instructors

Learn from the very best

New courses monthly

On need-to-know subject matter

Blockchain certificate

To verify your skills

500,000+ 5-star ratings

Best-in-class training, as rated by you

Start Your Equities Learning Path

With a focus on finance, CFI is a leader in education for beginners and students through to seasoned finance professionals. Our equities courses cover all the skills necessary to prepare for a career in research and trading. Many equities courses are required for CFI’s Capital Markets & Securities Analyst (CMSA)® Program, which covers sales and trading, asset management, and investment banking.
2h
Introduction to Capital Markets
4.8
Gain a comprehensive overview of the capital markets, exploring sell-side, buy-side, career paths, and how market participants interact for efficient financial markets.
2h 30min
Lifecycle of a Trade
4.6
Master the trade lifecycle in capital and derivative markets, understanding participant roles, trade initiation, execution, confirmation, clearing, and settlement.
2h 30min
Asset Classes and Financial Markets
4.8
Understand financial markets, major asset classes, and key financial products. Learn to interpret market data and form opinions for financial advisory.
3h 30min
Hedge Fund Fundamentals
4.8
Explore hedge funds: structure, fees, performance (Sharpe, information ratios), and strategies (directional, arbitrage, global macro) for a deeper understanding of the market.
4h
Historical VaR for Market Risk
5.0
Calculate Value at Risk (VaR) using the Historical method, a fundamental technique widely adopted in financial institutions to measure market risk.
4h
Equity Markets Fundamentals
4.9
Explore equity markets: understand securities, exchanges, funds, valuation, risk/return, and investment strategies.
4h
Trading Using Technical Analysis
4.9
Explore technical analysis tools for traders and investors. Analyze trends, volume, and signals to identify bullish and bearish opportunities in capital markets.
2h 30min
Equity, FX, and Rate Futures
4.8
Master currency futures, equity index futures, and interest rate instruments. Learn cross rates, hedging, FRAs, STIRs, IRS, and spot/forward rate relationships.
3h
Convertible Bonds
4.8
Learn convertible bonds: benefits, risks, types, issue processes, and valuation methods with Excel examples. Master CB structures, buyers, math, and trading strategies.
1h 30min
Prime Services and Securities Lending
5.0
Learn how prime services support hedge funds and how securities lending facilitates shorting stocks. Understand market participants, short-selling mechanics, and cash flows.
2h
Applied Technical Analysis for Equity Markets
4.9
Apply technical analysis tools to real-world equity market case studies, interpreting technicals and executing trades.
3h
Algorithmic Trading - Strategy Design and Execution Techniques
5.0
Learn to build and backtest a complete algorithmic trading strategy in Excel, from indicator construction to Sharpe ratio, drawdown, and execution analysis.
4h
Sell-Side Equity Research
5.0
Take this sell-side equity research course to build research models, sharpen a differentiated view, and write concise, institutional-quality reports.
1h 30min
Tesla Earnings Analysis - A Sell-Side Research Case Study
2h
Equity Allocation for Wealth Management
5.0
Master equity allocation for wealth management: learn models, investment approaches, and practical skills for building and communicating equity models to clients.

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Why Learn Equities with CFI?

As a leader in online financial analyst certification programs, CFI delivers finance-focused training and skill-building for finance professionals. All courses and programs are designed with the help of professional Wall Street trainers who teach new hires at global investment firms.

All courses use proprietary technology and innovative designs to create condensed, self-paced programs that combine theory and practice to build real-world skills. You can take courses anytime, from anywhere, and learn at the pace that works best for you.

Over 75% of CFI learners report improved productivity or competency within weeks.

With our equities courses, you will learn how to:

Define primary and secondary markets, as well as cash equities versus equity derivatives
Apply technical analysis to real-world examples to decide when and if to execute a trade
Differentiate between the types of equities and funds
Compare valuation and trading techniques
Use equity derivatives to express your trading view

Who is professional stock market training for?

Our equities courses are ideal for investment professionals, finance students, and other learners who want to build skill sets in equities and the stock market. Those looking for careers in investment banking or other areas of finance can benefit from these courses.

Investment professionals

Management consultants

Financial analysts

Registered Provider: National Association of State Boards of Accountancy

All courses are accredited by the Better Business Bureau (BBB), CPA Institutions in Canada, and the National Association of State Boards of Accountancy (NASBA) in the US. Most courses qualify for verified CPE credits for CPA charter holders.

Courses include video lessons, quizzes, and final assessments.

Frequently Asked Questions

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If you haven’t found your answer from our FAQ, please send us a message.
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