Fundamentals of Equities

This course is part of Practical Guide to Trading Specialization

Instructors: Jeff Praissman

77,857 already enrolled

Included with Learn more

Ask Coursera

3 modules

Gain insight into a topic and learn the fundamentals.

Beginner level

Recommended experience

1 week to complete

at 10 hours a week

Flexible schedule

Learn at your own pace

3 modules

Gain insight into a topic and learn the fundamentals.

Beginner level

Recommended experience

1 week to complete

at 10 hours a week

Flexible schedule

Learn at your own pace

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

Details to know

Shareable certificate

Add to your LinkedIn profile

Assessments

11 assignments

Taught in English

See how employees at top companies are mastering in-demand skills

Learn more about Coursera for Business

logos of Petrobras, TATA, Danone, Capgemini, P&G and L'Oreal

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

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

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

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

Earn a career certificate

Add this credential to your LinkedIn profile, resume, or CV. Share it on social media and in your performance review.

Instructors

Jeff Praissman

Interactive Brokers

3 Courses130,342 learners

Offered by

Interactive Brokers

Explore more from Finance

Status: Free Trial
EDUCBA
Stock Market Investing and Equity Valuation
Course
Status: Free Trial
University of Illinois Urbana-Champaign
Investments II: Lessons and Applications for Investors
Course
Status: Free Trial
University of Illinois Urbana-Champaign
Investments I: Fundamentals of Performance Evaluation
Course
Status: Free Trial
EDUCBA
Analyze and Apply Equity Market Fundamentals
Course

Why people choose Coursera for their career

Felipe M.

Learner since 2018

"To be able to take courses at my own pace and rhythm has been an amazing experience. I can learn whenever it fits my schedule and mood."

Jennifer J.

Learner since 2020

"I directly applied the concepts and skills I learned from my courses to an exciting new project at work."

Larry W.

Learner since 2021

"When I need courses on topics that my university doesn't offer, Coursera is one of the best places to go."

Chaitanya A.

"Learning isn't just about being better at your job: it's so much more than that. Coursera allows me to learn without limits."

Unlock access to 10,000+ courses with a subscription
Advance your career with an online degree
Earn a degree from world-class universities - 100% online
Join over 4,700 global companies that choose Coursera for Business

Frequently asked questions

To access course materials, assignments, and earn a Certificate, you'll need to purchase the Certificate experience when you enroll in a course. Eligible learners may also have the option to start with a Free Trial. Some courses may also offer a Full Course, No Certificate option. This lets you access course materials, submit required assessments, and receive a final grade, but you won't be able to earn or purchase a Certificate.

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.

Yes. In select learning programs, you can apply for financial aid or a scholarship if you can’t afford the enrollment fee. If fin aid or scholarship is available for your learning program selection, you’ll find a link to apply on the description page.