Topic Overview

When one thinks about the Capital Markets, often the first thing that comes to mind are stocks. Stocks, or equities, are shares of ownership issued by publicly-traded companies and are traded on stock exchanges all over the world every day. Investors can potentially profit from equities either through a rise in the share price or by receiving dividends so equities are an essential concept for investors and finance professionals to master. Read more
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Find the right Equities course

With a focus on finance only, CFI is a leader in finance courses for beginners and students through to seasoned finance professionals. Our equities courses cover all the skills necessary to understand equities and prepare for a career in capital markets. Many equities courses are required for CFI’s Capital Markets & Securities Analyst (CMSA)® program, which covers sales and trading, asset management, and investment banking.

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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.

With our Equities courses, you can learn how to:

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

Who should take these courses?

Our equities course topics are ideal for investment professionals, finance students, and other learners who want to build skillsets with equities or the equity 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

What are Equities?
Equities are one of the most important and liquid asset classes. Often used as a barometer for the broader economy, equities form an essential part of the investment portfolios for individuals and institutions alike. Public market equities are shares of ownership issued by publicly-traded companies. They are traded on global stock exchanges such as the NYSE, Euronext, LSE, and Shanghai Stock Exchange. This asset class of equities is often subdivided by market capitalization into small-cap, mid-cap, and large-cap stocks. Private equity is an alternative investment class that consists of capital that isn’t listed on the public exchange. This is typically composed of funds and investors that invest in private companies directly or engage in buyouts.
What is a Stock Exchange?
A stock exchange is a marketplace where stocks are bought and sold. Bonds are typically traded Over-the-Counter (OTC), but some corporate bonds can be traded on stock exchanges as well. Stock exchanges allow companies to raise capital and investors to make informed decisions using real-time price information. Exchanges can be a physical location or an electronic trading platform even though people are typically familiar with the image of a trading floor.
What is Technical Analysis?
Technical analysis is a tool, or method, used to predict the probable future price movement of a security such as an equity based on market data, such as current or past price movements, volumes, and moving averages. The theory behind the validity of technical analysis is the notion that the collective actions – buying and selling – of all the participants in the market accurately reflect all relevant information pertaining to a traded security, and therefore, continually assign a fair market value to the security.
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