Stocks and Equity Markets
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Stocks and Equity Markets Course
Introduction:
Equity markets play an important role in a market-based economy. They provide capital raising, liquidity, and investment options. These important functions allow the economy to grow continuously,
Stocks and Equity Markets Training course 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.
This course aims to give an understanding of global equity markets (shares or stocks) and in particular how to invest in them. It is suitable for anyone involved in, or considering, equity investment as well as others in the industry.
Course Objectives:
By the end of the Stocks and Equity Markets Training Course, participants will be able to:
- Gain a solid understanding of the stock market, its major players, and various equity products.
- Learn about different stock trading venues such as exchanges, trading facilities, and dark pools.
- Understand the capital structure of companies and the ways corporates raise capital.
- Be able to apply different stock valuation models to calculate company's 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.
- Explore a diverse range of equity derivatives, such as index futures and stock options.
Who Should Attend?
The stocks and Equity Markets Training course is ideal for :
- 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 stock markets?
Course Outlines:
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 earnings forecasts and estimates.
- Stock ratings.
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.
