Equity Markets Fundamentals
Learn the fundamentals of the equity markets
Course introduction
Course objectives
Download course presentation
Session objectives
Asset classes
Risk and return
Risk and return examples
Capital Asset Pricing Model (CAPM)
Beta
Beta in Excel and Bloomberg
Definition of equity
Capital stack
Common stock
Preferred stock
Hybrid securities
Public vs. private equity
Categories of equity
Session objectives
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
Session objectives
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
Session objectives
Order types (individual equities)
Settlement
Pricing (bid/ask)
Session objectives
Fundamental vs. technical analysis
Fundamental valuation methods
Relative valuation methods (comps & precedents)
Intrinsic valuation method (DCF)
Valuation exercise
Technical analysis (RSI)
Technical analysis (charting patterns)
Technical analysis examples
Technical analysis (moving averages)
Technical analysis (golden & death cross)
Analyst ratings
Session objectives
Investment strategies overview
Short-term investment strategies
Shorting strategy
Long and short strategy
Long-term investment strategies
Performance indicators
Additional investment strategies
Course summary
Qualified assessment
Introduction to Equity Markets course evaluation