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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.

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What's inside

Learning objectives

  • By the end of this course, you will be able to:
  • 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

Good to know

Know what's good
, what to watch for
, and possible dealbreakers
Explores equity securities, stock exchanges, and investment strategies, which are essential for roles in investment banking, asset management, and financial analysis
Uses Excel and Refinitiv Workspace, which are industry-standard tools for financial modeling, data analysis, and real-time market monitoring
Covers valuation and trading techniques, which are core skills for making informed investment decisions and managing financial risk
Presented by CFI Education, a well-known provider of online courses and certifications for finance professionals

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Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in Equity Markets Fundamentals with these activities:
Review Basic Financial Accounting Principles
Reinforce your understanding of financial statements and accounting principles, which are foundational for understanding equity valuation.
Browse courses on Financial Accounting
Show steps
  • Review key accounting concepts like the balance sheet, income statement, and cash flow statement.
  • Practice analyzing financial statements of publicly traded companies.
Read 'The Intelligent Investor'
Familiarize yourself with value investing principles and fundamental analysis techniques.
View Melania on Amazon
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  • Read the book, focusing on chapters related to company analysis and valuation.
  • Apply the principles discussed in the book to analyze a real company.
Complete Excel Tutorials for Financial Modeling
Enhance your Excel skills to effectively analyze financial data and build valuation models.
Browse courses on Excel
Show steps
  • Find online tutorials focusing on financial modeling in Excel.
  • Practice building basic financial models, such as discounted cash flow models.
Four other activities
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Write a Blog Post on Investment Strategies
Solidify your understanding of different investment strategies by explaining them in a clear and concise manner.
Show steps
  • Choose a specific investment strategy (e.g., value investing, growth investing).
  • Research the strategy and its key principles.
  • Write a blog post explaining the strategy, its advantages, and disadvantages.
Build a Stock Valuation Model
Apply your knowledge to create a comprehensive stock valuation model for a publicly traded company.
Show steps
  • Choose a publicly traded company to analyze.
  • Gather financial data for the company from sources like SEC filings.
  • Build a discounted cash flow (DCF) model to estimate the company's intrinsic value.
  • Compare your valuation to the company's current market price.
Read 'Security Analysis'
Deepen your understanding of security analysis techniques and valuation methodologies.
View Security Analysis, Seventh Edition: Principles... on Amazon
Show steps
  • Read the book, focusing on chapters related to financial statement analysis and valuation.
  • Apply the principles discussed in the book to analyze a real company.
Presentation on Equity Market Trends
Synthesize your knowledge of equity markets by creating a presentation on current trends and future outlook.
Show steps
  • Research current trends in the equity markets.
  • Prepare a presentation outlining these trends and their potential impact.
  • Include data visualizations to support your analysis.

Career center

Learners who complete Equity Markets Fundamentals will develop knowledge and skills that may be useful to these careers:
Investment Analyst
An Investment Analyst examines and interprets financial data to provide recommendations on investment strategies. This course is directly relevant to this role as it provides a thorough overview of equity markets, including the valuation and trading techniques used by investment professionals. Through this course, you will gain the understanding needed to analyze equity securities, compare different investment styles, and use tools like Excel and Refinitiv Workspace to deepen your analysis, directly impacting your ability to be an effective investment analyst. Understanding the relationship between risk and return, as well as recognizing how stock exchanges work are crucial for any successful analyst.
See salaries and explore the career path for Investment Analyst
Financial Advisor
A Financial Advisor helps clients manage their finances, offering advice on investments, retirement planning, and other financial matters. This course can be very useful for a financial advisor as it covers the fundamentals of equity markets, various types of funds, and valuation techniques. A financial advisor needs to be able to explain how stock exchanges work to their clients so this course will be helpful. Learning how to compare valuation and trading techniques along with different investment styles and strategies will help you to formulate plans tailored to your clients' needs and goals, allowing you to provide sound financial advice.
See salaries and explore the career path for Financial Advisor
Portfolio Manager
A Portfolio Manager is responsible for developing and executing investment strategies for a portfolio of assets. This course can help you gain skills needed to succeed in this field by providing a useful overview of equity markets, valuation methodologies, and trading strategies. This course is beneficial for a portfolio manager because of its focus on understanding the relationship between risk and return, and recognizing how stock exchanges work. Comparing different investment styles as well as using tools such as Excel may be beneficial for a portfolio manager.
See salaries and explore the career path for Portfolio Manager
Hedge Fund Analyst
A Hedge Fund Analyst researches and analyzes investment opportunities for hedge funds. This course may be helpful for this role, as it provides a comprehensive foundation in equity markets, stock exchanges, and valuation methodologies. This course will enhance your skill set as a hedge fund analyst, through its learning objectives which include comparing different investment styles and strategies, and differentiating between various types of equities and funds. The ability to use tools such as Excel, as taught by this course will be invaluable.
See salaries and explore the career path for Hedge Fund Analyst
Equity Trader
An Equity Trader is involved in the buying and selling of stocks on behalf of a firm or clients. Understanding equity markets, stock exchanges, and trading techniques, as taught by this course, is crucial for success in this field. This course may be helpful for an equity trader as it helps you recognize how stock exchanges work and the results of pursuing certain order types. This role requires a strong understanding of the content of this course, such as comparing valuation and trading techniques along with different investment styles and strategies.
See salaries and explore the career path for Equity Trader
Investment Banking Associate
An Investment Banking Associate works on various financial transactions and projects, such as mergers and acquisitions, and also plays a role in capital raising. This course can help build a foundation in the equity markets, which is useful for this role. An investment banking associate is expected to be familiar with the various types of equities and funds, as well as how stock exchanges work, all of which are covered by this course. Although this role typically requires an advanced degree, having a grasp on topics such as comparing valuation and trading techniques along with different investment styles and strategies, as taught in this course, can be valuable.
See salaries and explore the career path for Investment Banking Associate
Financial Planner
A Financial Planner works with clients to create comprehensive financial plans. This course may be useful for this role since it provides an in-depth overview of the equity markets, along with the various types of equities and funds. An important part of the financial planner role is to have a grasp on the relationship between risk and return. As a part of financial planning, it is also helpful to know how stock exchanges work and how to compare different investment styles and strategies, which are taught in this course.
See salaries and explore the career path for Financial Planner
Securities Analyst
A Securities Analyst evaluates securities to help guide investment decisions. This course may be useful to enter the field. Recognizing how stock exchanges work and the results of pursuing certain order types is a part of the work of a Securities Analyst, and this is covered by this course. As a securities analyst, it can help to be familiar with tools such as Excel and Refinitiv Workspace, as well as being able to differentiate between types of equities and funds. Comparing valuation and trading techniques, along with investment strategies, is important in this role, and is also covered by the course.
See salaries and explore the career path for Securities Analyst
Wealth Management Associate
A Wealth Management Associate helps high net worth clients manage their financial assets. This course may be helpful because it offers an overview of equity markets, including the different types of equities and funds. This course may be useful for understanding the relationship between risk and return, as well as how stock exchanges work. These are helpful concepts for a wealth management associate. Comparing different investment styles, and using tools such as Excel may be useful in this field.
See salaries and explore the career path for Wealth Management Associate
Real Estate Investment Analyst
A Real Estate Investment Analyst evaluates real estate investments using financial modeling and market analysis. Although this course focuses on equity markets, the skills learned in valuation techniques and risk assessment are applicable to real estate investments. The ability to understand the relationship between risk and return is useful for a real estate investment analyst, and may be helpful. Also, being familiar with tools like Excel is helpful in this line of work. Knowing how to compare different investment styles may also be useful.
See salaries and explore the career path for Real Estate Investment Analyst
Corporate Finance Analyst
A Corporate Finance Analyst helps companies make financial decisions, such as raising capital, managing cash flow, and evaluating investments. While this course does not focus directly on corporate finance decisions, the understanding of valuation and risk, as well as the use of Excel and Refinitiv Workspace, can be beneficial to a corporate finance analyst. Understanding the relationship between risk and return is important in finance and hence may be helpful in this role, as is being able to compare valuation and trading techniques along with different investment styles and strategies.
See salaries and explore the career path for Corporate Finance Analyst
Business Development Associate
A Business Development Associate identifies and pursues new business opportunities. While this course does not directly address sales and marketing, the understanding of equity markets, valuation, and investment strategies may be helpful for a Business Development Associate. The concepts of risk and return discussed in this course, can be broadly relevant to a business development context. Being familiar with various investment strategies, as well as tools such as Excel may be helpful to a business development associate. Comparing different investment strategies may also be useful.
See salaries and explore the career path for Business Development Associate
Management Consultant
A Management Consultant works with organizations to solve problems and improve performance. While this course does not directly focus on management consulting, the skills acquired in using data analysis tools, and understanding investment strategies, may be helpful. The course covers the relationship between risk and return, which may be useful in a business context for a management consultant. Being able to make use of tools such as Excel, as taught by this course, may also be relevant. Comparing different investment styles and strategies may be helpful in understanding different business models and market landscapes.
See salaries and explore the career path for Management Consultant
Market Research Analyst
A Market Research Analyst studies market trends to make recommendations to businesses. While this course primarily focuses on equity markets, the experience gained with data analysis, and understanding the relationship between risk and return may be helpful for a Market Research Analyst. This course includes the use of Excel and Refinitiv Workspace, which can be relevant for market research and analysis. While this course will not directly help a market research analyst to do their job, the skills may be valuable.
See salaries and explore the career path for Market Research Analyst
Financial Data Analyst
A Financial Data Analyst gathers, interprets, and analyzes financial data. Though this course has a focus on equity markets, its discussion of tools such as Excel may be useful for a Financial Data Analyst. Understanding the relationship between risk and return can be useful even outside of the equity markets. Although the scope of study differs, comparing investment strategies and valuation techniques, which are taught by this course, may be helpful.
See salaries and explore the career path for Financial Data Analyst

Reading list

We've selected two books that we think will supplement your learning. Use these to develop background knowledge, enrich your coursework, and gain a deeper understanding of the topics covered in Equity Markets Fundamentals.
Cover image
Think and Grow Rich - English : For Personal Growth...
Save
Cornerstone of value investing. It provides a framework for analyzing companies and making informed investment decisions. It is highly recommended as additional reading to deepen your understanding of equity valuation and investment strategies. This book is commonly used by both academic institutions and industry professionals.
Melania
Hardcover
$$
From Here to the Great Unknown: Oprah's Book Club:...
Hardcover
$$
War
Hardcover
$$
The Message
Hardcover
$$
Good Energy: The Surprising Connection Between...
Hardcover
$$
Be Ready When the Luck Happens: A Memoir
Hardcover
$$
The Anxious Generation: How the Great Rewiring of...
Hardcover
$$
Onyx Storm (Deluxe Limited Edition) (The Empyrean,...
Hardcover
$$
Spooky Cutie: Coloring Book for Adults and Teens...
Paperback
$
The Leaf Thief: (The Perfect Fall Book for Children...
Paperback
$$
Cover image
Security Analysis, Seventh Edition: Principles and...
Save
Classic text on fundamental security analysis. It provides a detailed framework for evaluating companies and making investment decisions. It is highly recommended as additional reading to deepen your understanding of equity valuation and investment strategies. This book is commonly used by both academic institutions and industry professionals.
Security Analysis, Seventh Edition: Principles and...
Hardcover
$$$
Security Analysis, Seventh Edition: Principles and...
Kindle Edition
$$$

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Effort
1 to 2 hours per week for 1 week
Level
Advanced
Via
edX
Institution
CFI Education
Session
January 6, 2025 - December 30, 2025
Language
English
Transcript
English
Good to know
Explores equity securities, stock exchanges, and investment strategies, which are essential for roles in investment banking, asset management, and financial analysis
Uses Excel and Refinitiv Workspace, which are industry-standard tools for financial modeling, data analysis, and real-time market monitoring
Covers valuation and trading techniques, which are core skills for making informed investment decisions and managing financial risk
Presented by CFI Education, a well-known provider of online courses and certifications for finance professionals
Share and help others discover this course.
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