Introduction to Equity Markets

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 Bloomberg Terminal will be used to provide greater insights into the topics covered.

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

Course Content:

• Asset Classes
• Risk and Return
• Capital Asset Pricing Model (CAPM)
• Types of Equity
  • Capital Stack
  • Common Stock
  • Preferred Stock
  • Hybrid Securities
  • Public vs. Private Equity
  • Categories of Equity
• Markets, Exchanges & Indexes
  • Primary vs. Secondary Markets
  • Stock Exchanges
  • Auction vs. Dealer Market
  • Over-The-Counter (OTC)
  • Indexes
  • Market Capitalization
  • Sectors
  • Industries
  • Cyclical vs. Defensive Industries
  • Volume and Liquidity
• Types of Funds
  • Types of Funds Overview
  • Pooled Funds
  • Mutual Funds
  • Exchange-Traded Funds (ETFs)
  • Index Funds
  • Active vs. Passive Funds
  • Open-Ended vs. Closed-Ended Funds
  • Fee Structures
• Order Mechanics
  • Order Types (Individual Equities)
  • Settlement
  • Pricing (Bid/Ask)
• Valuation & Trading Techniques
  • Fundamental vs. Technical Analysis
  • Fundamental Valuation Methods
  • Relative Valuation Methods
  • Intrinsic Valuation Method
  • Valuation Exercise
  • Technical Analysis (RSI)
  • Analyst Ratings
• Investment Styles & Strategies
  • Short-Term Investment Strategies
  • Shorting Strategy
  • Long and Short Strategy
  • Long-Term Investment Strategies
  • Additional Investment Strategies
  • Performance Indicators
  • Alpha, Sharpe Ratio, and Information Ratio Calculators

Who Will Benefit: 

 Those 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 which require an understanding of equities.