Course curriculum

  • 1

    Introduction

    • 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

    • Interactive Exercise 1

  • 2

    Types of Equity

    • Session Objectives

    • Capital Stack

    • Common Stock

    • Preferred Stock

    • Interactive Exercise 2

    • Hybrid Securities

    • Public vs. Private Equity

    • Categories of Equity

  • 3

    Markets, Exchanges & Indexes

    • 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

    • Interactive Exercise 4

    • Downloadable Files

  • 4

    Types of Funds

    • 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

    • Interactive Exercise 6

  • 5

    Order Mechanics

    • Session Objectives

    • Order Types (Individual Equities)

    • Settlement

    • Pricing (Bid/Ask)

    • Interactive Exercises 7

  • 6

    Valuation & Trading Techniques

    • Session Objectives

    • Fundamental vs. Technical Analysis

    • Fundamental Valuation Methods

    • Relative Valuation Methods

    • Intrinsic Valuation Method

    • Valuation Exercise

    • Technical Analysis (RSI)

    • Interactive Exercise 8

    • Technical Analysis (Charting Patterns)

    • Technical Analysis Examples

    • Technical Analysis (Moving Averages)

    • Analyst Ratings

    • Technical Analysis (Golden & Death Cross)

    • Interactive Exercise 9

    • RSI and Moving Average Calculators

  • 7

    Investment Styles & Strategies

    • Session Objectives

    • Investment Strategies Overview

    • Short-Term Investment Strategies

    • Shorting Strategy

    • Long and Short Strategy

    • Long-Term Investment Strategies

    • Additional Investment Strategies

    • Performance Indicators

    • Interactive Exercise 10

    • Alpha, Sharpe Ratio, and Information Ratio Calculators

    • Course Summary

  • 8

    Qualified Assessment

    • Qualified Assessment

    • Share Your Feedback

    • Course Completion