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Equity Indexes, Valuations, and Investment Vehicles

This course begins with a look at how equity indexes serve market participants and covers the three predominant types of security market indexes.

We’ll review the various approaches to valuation as well as cover the factors and challenges of valuation. You’ll learn how to calculate WACC and after-tax cost of debt.

This course wraps up with a review of key equity investment vehicles - mutual funds, exchange traded funds, hedge funds and private equity.

This course is part 3 of the New York Institute of Finance’s Capital Markets Professional Certificate.

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What's inside

Learning objectives

Introduction to equity indexes
Overview of equity valuation

Equity investment vehicles

Introduction to equity indexes
Overview of equity valuation
Equity investment vehicles

Syllabus

M01: Equity Indexes

M02: Equity Valuation

M03: Equity Investment Vehicles

Good to know

Know what's good

, what to watch for

, and possible dealbreakers

Develops foundational understanding of key equity concepts

Meant for learners who aspire to work in capital markets

Serves as part of a professional certificate from a reputable institution

Taught by instructors who are experts in capital markets

Recommended for learners with interest or experience in finance

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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 Indexes, Valuations, and Investment Vehicles with these activities:

Review Statistics Concepts

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Solidify your understanding of statistical concepts used in equity valuation.

Browse courses on Valuation

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Review concepts such as mean, median, mode, and standard deviation.
Practice calculating and interpreting statistical measures.
Apply statistical concepts to analyze financial data.

Read 'Security Analysis' by Benjamin Graham

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Gain a deeper understanding of equity valuation and investment principles from the classic work by Benjamin Graham.

View Security Analysis, Seventh Edition: Principles... on Amazon

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Purchase or borrow a copy of 'Security Analysis'.
Read Chapter 1-6, focusing on the principles of fundamental analysis.
Read Chapter 7-10, focusing on valuation methods for common stocks.
Read Chapter 11-15, focusing on investment strategies and portfolio management.

Create a Financial Glossary

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Build a collection of key financial terms and their definitions.

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Identify commonly used financial terms.
Search for definitions in textbooks, online resources, or glossaries.
Organize terms into categories.
Create a document or spreadsheet that includes the terms and their definitions.

Four other activities

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Solve Equity Valuation Problems

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Practice applying different equity valuation methods to real-world scenarios.

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Find online resources or textbooks with practice problems.
Attempt to solve problems using the discounted cash flow method.
Attempt to solve problems using the comparable company analysis method.
Attempt to solve problems using the precedent transaction method.
Check your answers and learn from your mistakes.

Join an Equity Investing Discussion Group

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Connect with peers and discuss equity investing strategies, market trends, and investment ideas.

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Search for online forums or discussion groups dedicated to equity investing.
Join a group that aligns with your interests and level of knowledge.
Participate in discussions, ask questions, and share your insights.
Learn from others and contribute to the community.

Create a Stock Market Model

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Build a model to simulate the performance of different equity investments based on the concepts learned in the course.

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Gather data on historical stock prices and economic indicators.
Choose appropriate valuation methods and investment strategies.
Develop a model to calculate returns and risk metrics.
Test and refine the model.
Analyze the results and identify potential investment opportunities.

Write an Equity Investment Report

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Apply your knowledge to analyze a real-world company and make investment recommendations.

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Choose a publicly traded company.
Conduct research on the company's financial statements and industry.
Apply equity valuation methods to determine the company's fair value.
Analyze the company's investment potential.
Write a report summarizing your findings and recommendations.

Career center

Learners who complete Equity Indexes, Valuations, and Investment Vehicles will develop knowledge and skills that may be useful to these careers:

Portfolio Manager

Portfolio Managers are responsible for managing investment portfolios for individuals and institutions. They make decisions about which investments to buy and sell, and how to allocate assets. This course can help Portfolio Managers by providing them with a foundation in equity indexes, valuation, and investment vehicles. This knowledge can help them make more informed investment decisions and achieve better results for their clients.

See salaries and explore the career path for Portfolio Manager

Investment Analyst

Investment Analysts research and evaluate investments for individuals and institutions. They provide recommendations on which investments to buy and sell, and how to allocate assets. This course can help Investment Analysts by providing them with a foundation in equity indexes, valuation, and investment vehicles. This knowledge can help them make more informed investment recommendations and achieve better results for their clients.

See salaries and explore the career path for Investment Analyst

Financial Analyst

Financial Analysts analyze the financial performance of companies and make recommendations on whether to buy, sell, or hold their stocks. This course can help Financial Analysts by providing them with a foundation in equity indexes, valuation, and investment vehicles. This knowledge can help them make more informed investment recommendations and achieve better results for their clients.

See salaries and explore the career path for Financial Analyst

Equity Research Analyst

Equity Research Analysts research and analyze companies and their stocks. They provide recommendations on whether to buy, sell, or hold stocks, and they also write research reports on companies. This course can help Equity Research Analysts by providing them with a foundation in equity indexes, valuation, and investment vehicles. This knowledge can help them make more informed investment recommendations and write more insightful research reports.

See salaries and explore the career path for Equity Research Analyst

Investment Banker

Investment Bankers help companies raise capital by issuing stocks and bonds. They also advise companies on mergers and acquisitions. This course can help Investment Bankers by providing them with a foundation in equity indexes, valuation, and investment vehicles. This knowledge can help them better understand the capital markets and provide better advice to their clients.

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Private Equity Associate

Private Equity Associates work for private equity firms, which invest in private companies. They help to identify and evaluate investment opportunities, and they also work with portfolio companies to help them grow and succeed. This course can help Private Equity Associates by providing them with a foundation in equity indexes, valuation, and investment vehicles. This knowledge can help them make more informed investment decisions and achieve better results for their firms.

See salaries and explore the career path for Private Equity Associate

Hedge Fund Manager

Hedge Fund Managers manage hedge funds, which are investment funds that use advanced investment strategies to generate high returns. This course can help Hedge Fund Managers by providing them with a foundation in equity indexes, valuation, and investment vehicles. This knowledge can help them make more informed investment decisions and achieve better results for their investors.

See salaries and explore the career path for Hedge Fund Manager

Mutual Fund Manager

Mutual Fund Managers manage mutual funds, which are investment funds that pool money from many investors and invest it in a variety of assets. This course can help Mutual Fund Managers by providing them with a foundation in equity indexes, valuation, and investment vehicles. This knowledge can help them make more informed investment decisions and achieve better results for their investors.

See salaries and explore the career path for Mutual Fund Manager

Exchange Traded Fund Manager

Exchange Traded Fund Managers manage exchange traded funds, which are investment funds that are traded on stock exchanges. This course can help Exchange Traded Fund Managers by providing them with a foundation in equity indexes, valuation, and investment vehicles. This knowledge can help them make more informed investment decisions and achieve better results for their investors.

See salaries and explore the career path for Exchange Traded Fund Manager

Financial Advisor

Financial Advisors help individuals and families with their financial planning. They provide advice on investments, retirement planning, and other financial matters. This course can help Financial Advisors by providing them with a foundation in equity indexes, valuation, and investment vehicles. This knowledge can help them make more informed investment recommendations and provide better advice to their clients.

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Financial Planner

Financial Planners help individuals and families with their financial planning. They provide advice on investments, retirement planning, and other financial matters. This course can help Financial Planners by providing them with a foundation in equity indexes, valuation, and investment vehicles. This knowledge can help them make more informed investment recommendations and provide better advice to their clients.

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Insurance Agent

Insurance Agents sell insurance policies to individuals and businesses. This course may be useful for Insurance Agents by providing them with a foundation in equity indexes, valuation, and investment vehicles. This knowledge can help them better understand the financial needs of their clients and recommend appropriate insurance policies.

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Real Estate Agent

Real Estate Agents help people buy and sell real estate. This course may be useful for Real Estate Agents by providing them with a foundation in equity indexes, valuation, and investment vehicles. This knowledge can help them better understand the financial implications of buying and selling real estate.

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Loan Officer

Loan Officers help people get loans from banks and other financial institutions. This course may be useful for Loan Officers by providing them with a foundation in equity indexes, valuation, and investment vehicles. This knowledge can help them better understand the financial needs of their clients and recommend appropriate loan products.

See salaries and explore the career path for Loan Officer

Tax Preparer

Tax Preparers help people file their taxes. This course may be useful for Tax Preparers by providing them with a foundation in equity indexes, valuation, and investment vehicles. This knowledge can help them better understand the tax implications of their clients' financial decisions.

See salaries and explore the career path for Tax Preparer

Reading list

We've selected 12 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 Indexes, Valuations, and Investment Vehicles.

Principles of Corporate Finance

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This classic textbook provides a rigorous and comprehensive treatment of investment analysis and portfolio management. It valuable reference for advanced students and professionals.

Equity Indexes, Valuations, and Investment Vehicles

Two deals to help you save

What's inside

Learning objectives

Syllabus

Good to know

Save this course

Activities

Career center

Reading list

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