Fundamentals of Equities

This course is part of Practical Guide to Trading Specialization

Instructors: Jeff Praissman +4 more

78,230 already enrolled

Included with

3 modules

Gain insight into a topic and learn the fundamentals.

418 reviews

Beginner level

Recommended experience

Flexible schedule

1 week at 10 hours a week

Learn at your own pace

91%

Most learners liked this course

3 modules

Gain insight into a topic and learn the fundamentals.

418 reviews

Beginner level

Recommended experience

Flexible schedule

1 week at 10 hours a week

Learn at your own pace

91%

Most learners liked this course

What you'll learn

Acquire skills and understanding related to stocks, exchange-traded funds (ETFs), and mutual funds
How to perform basic fundamental analyses
Learn how to examine investment benefits and risks
Gain hands-on know-how through practical demonstrations of certain online trading methods

Skills you'll gain

Category: Equities
Category: Financial Accounting
Category: Market Data
Category: Portfolio Management
Category: Financial Statement Analysis
Category: Risk Analysis
Category: Risk Management
Category: Investments
Category: Investment Management
Category: Business Metrics
Category: Financial Statements
Category: Cash Flows
Category: Income Statement
Category: Financial Trading
Category: Balance Sheet
Category: Business Economics
Category: Portfolio Risk
Category: General Finance
Category: Financial Market
Category: Financial Analysis

Details to know

Shareable certificate

Add to your LinkedIn profile

Assessments

11 assignments

Taught in English

Build your subject-matter expertise

This course is part of the Practical Guide to Trading Specialization

When you enroll in this course, you'll also be enrolled in this Specialization.

Learn new concepts from industry experts
Gain a foundational understanding of a subject or tool
Develop job-relevant skills with hands-on projects
Earn a shareable career certificate

There are 3 modules in this course

In this course, will look at industries and economic sectors that neatly define an economy. We will also introduce you to fundamental concepts involved in a company’s annual statements such as balance sheets, cash flows and its income statement, plus explore popular fundamental values used to filter vast amounts of corporate stocks. And finally, we’ll examine mutual funds and ETFs as alternatives to individual stocks for investing.

Familiarize yourself with some common terms and concepts surrounding investments, such as capital, types of investors, equilibrium, risks and diversification. Identify the different stages of growth and what happens during each. We'll introduce a couple of tools to improve your grasp of different industries and sectors within the economy. Also, to help you visualize what you have learned about the business cycle.

What's included

6 videos3 readings3 assignments

6 videosTotal 37 minutes

About this Specialization3 minutes
Fundamental of Equities - Course Overview1 minute
Intro to the Stock market10 minutes
Introduction to the Business Cycle10 minutes
Sectors - Using State Street’s Select Sector SPDR Exchange Traded Funds7 minutes
The Economy in Investable Sectors6 minutes

3 readingsTotal 130 minutes

IBKR Free Trial - Trader Workstation Platform10 minutes
SPDR ETF Features60 minutes
SPDR ETF Features60 minutes

3 assignmentsTotal 50 minutes

Stocks & Business Cycle30 minutes
Intro to the Stock market10 minutes
Introduction to the Business Cycle10 minutes

Let’s walk through the basic fundamental accounting concepts covering the Income Statement, Balance Sheet and Statement of Cash Flows. This will be followed by a practical demo of additional fundamental tools.

What's included

4 videos6 readings5 assignments

4 videosTotal 29 minutes

Practical Demo of Stock Fundamentals9 minutes
Balance Sheet9 minutes
Income Statement6 minutes
Cash Flow Statement5 minutes

6 readingsTotal 235 minutes

Some Fundamental Definitions10 minutes
Optional - Instructions to download Trader Workstation15 minutes
More about Balance Sheets45 minutes
More about Income Statements45 minutes
More about Cash Flow Statements45 minutes
CME Group-Trading and Analysis & Videos75 minutes

5 assignmentsTotal 105 minutes

Fundamental Analysis30 minutes
Practical Demo of Stock Fundamentals30 minutes
Balance Sheet15 minutes
Income Statement15 minutes
Cash Flow Statement15 minutes

Acquire certain skills and understanding related to mutual funds and ETFs, including how to identify various product types, as well as their benefits and drawbacks. Gain hands-on know-how through a practical demonstration of how to use market scanners an online trading platform.

What's included

3 videos2 readings3 assignments

3 videosTotal 13 minutes

Introduction to Mutual Funds5 minutes
Mutual Fund Trading, Pricing and Fees6 minutes
Fundamental of Equities - Course Conclusion2 minutes

2 readingsTotal 32 minutes

Mutual Funds vs. ETFs: What’s the Difference?30 minutes
Search for Mutual Funds2 minutes

3 assignmentsTotal 60 minutes

Funds30 minutes
Introduction to Mutual Funds15 minutes
Mutual Fund Trading, Pricing and Fees15 minutes

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Instructors

Instructor ratings

(114 ratings)

Jeff Praissman

Interactive Brokers

3 Courses131,181 learners

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Interactive Brokers

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Showing 3 of 418

Reviewed on Oct 2, 2022

Great course, lots of support material to help you learn is provided.

Reviewed on Sep 7, 2024

Good introduction to equities; but unfortunately doesn't cover valuation methods like P/E ratios and DCF.

Reviewed on Oct 7, 2024

It's a great crash course to understand the fundamentals in the financial world

Frequently asked questions

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When you enroll in the course, you get access to all of the courses in the Specialization, and you earn a certificate when you complete the work. Your electronic Certificate will be added to your Accomplishments page - from there, you can print your Certificate or add it to your LinkedIn profile.

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