Equity Markets Fundamentals

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 Refinitiv Workspace will be used to provide greater insights into the topics covered.

• 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

• Basic Understanding of Financial Markets: Familiarity with general concepts in financial markets, including types of investments like stocks and bonds.
• Financial Math Skills: Basic knowledge of financial calculations, such as interest rates, returns, and simple formulas.
• Familiarity with Excel: Ability to use Excel for data analysis and modeling.
• General Investment Knowledge: An understanding of the risk-return tradeoff and different asset classes.