Stocks and Equity Markets Course

Course Overview:

The present course on the equity market encompassed in Stocks And Equity Markets training program will enable the participants to have a firm knowledge of the stock market, its various entities and different kinds of equity products.

This goes hand in hand with the understanding that upon completion of the program, participants will be ready to access trading postings, comprehend the concept of capital structure, and work with stock valuation methodologies.

A range of course content is integrated which includes but not limited to statements of accounts, market analysts, dividend payments, corporate events, stock market performance metrics, and relevance of distribution strategies. Participants will also cover the basic concepts of equity derivatives, which include stock options and single stock index futures, and trading techniques of these instruments.

The course is suitable for private traders, investors and specialists in finance as it combines theory and practice which cover the principles and processes of equity markets and investment success.

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 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.
• Explore a diverse range of equity derivatives, such as index futures and stock options.

Who Should Attend?

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.
• Macroeconomic picture.
• Choosing and setting up a live broker account.
• Fees and commissions.
• Entry points and position sizing.
• Volatility and risk management.

see more: Strategic Financial Planning and Implementation Course