Course description
Stocks and Equity Markets
An in-depth overview of fundamental concepts that every stock trader needs to know.
Our in-depth Equity training goes into the details of equity markets and covers a variety of key topics. We will explore the mechanics of stock trading, find out about financial statements and fundamental metrics, investigate the impact of corporate actions and look at equity indices, funds and derivatives.
There are no prerequisites for this course – even though some basic understanding of financial markets would be helpful, it is not required!
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Upcoming start dates
1 start date available
Suitability - Who should attend?
- Private traders and investors, looking to learn about stocks and equity markets.
- Professionals within the financial industry or those providing services to the financial sector.
- Professionals performing financial functions in non-financial industries, such as corporate treasury, accounting, and investor relations.
- Students, preparing for an upcoming internship or starting their careers in finance.
- Anyone working in or looking to understand equity markets.
Outcome / Qualification etc.
What will you learn?
By the end of the course, you will:
- Gain a solid understanding of the stock market, its major players and various equity products.
- Learn about different trading venues such as exchanges, trading facilities and dark pools.
- Understand capital structure of companies and the ways corporates raise capital.
- Be able to apply different stock valuation models to calculate company theoretical stock price.
- Know how to find your way around key financial statements and reports.
- Find out what are analyst expectations and why it’s important to beat them.
- Appreciate the impact of dividends and corporate actions on the stock price.
- Learn how to construct an equity index.
- Find out about the importance of portfolio diversification and the impact of correlation.
- And much more!
What will you get upon completion?
- Formal completion certificate.
- Course notes and materials.
- Follow-up support – ability to ask questions and seek further clarification, if needed.
- 20% OFF any future courses you wish to attend.
Training Course Content
Day 1:
- Introduction to Equity Markets:
- Primary and secondary markets.
- Capital structure of companies.
- Share types and equity products.
- Private and public companies.
- Industries and sectors.
- Mechanics of Stock Trading:
- Exchange permissions.
- Level 1 and 2 market depth.
- Liquidity and liquidity metrics.
- Short selling.
- Repos and borrow cost.
- Financial Statements:
- Balance sheet.
- Income statement.
- Cash flow statements.
- Revenues, net income and EBITDA.
- Free Cash Flow.
- Market capitalization and enterprise value.
- Fundamental Metrics and Estimates:
- Financial ratios.
- Relative value analysis.
- Company fiscal periods.
- Calendarization of fiscal data.
- Analyst earning forecasts and estimates.
- Stock ratings.
Day 2:
- Corporate Actions and Events:
- Earning announcements.
- Dividends and stock buy-backs.
- Rights issues.
- Stock splits.
- Spin-offs.
- Mergers and Acquisitions (M&A).
- Initial Public Offering process.
- Equity Models and Valuation:
- Capital Asset Pricing Model (CAMP).
- Equity Beta and Alpha.
- Dividend discount model (DDM).
- Gordon growth model.
- Relative and peer valuation models.
- Stock Indices, Portfolios and Funds:
- Price-weighted and capitalization-weighted indices.
- Index fundamentals.
- Open-end and closed-end funds.
- Active and passive funds.
- The concepts of diversification and correlation.
- Modern portfolio theory.
- Overview of Equity Derivatives:
- Types of equity derivative products and their users.
- Cost of carry and futures fair value.
- Stock and index options.
- Black-Scholes pricing framework.
- Implied volatility and volatility surface.
- Exotic derivatives and structured products.
- Bonus Module: How to Start Trading Stocks:
- Investing in single stocks and indices.
- Following the markets and financial news.
- Macroeconomic picture.
- Choosing and setting up a live broker account.
- Fees and commissions.
- Entry points and position sizing.
- Volatility and risk management.
Reviews
Average rating 5
Based on 2 reviews.
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28 Nov 2019
Very Practical And Effective
28 Nov 2019
Time Well Spent
Sergei is a very good teacher, and is able to explain clearly complex concepts. I felt his course was time well spent.
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Sergei taught me statistics in the context of equity asset prices and he managed to help me finally connect the maths to the real life applications of it. He's very practical an...