Equities - Online

A detailed introduction to equity securities, this course covers the types, characteristics and risks of common stock, preferred stock, and other equity-related instruments such as rights, warrants, and convertible bonds. Each type of security is presented from the perspective of both investors and issuers. The course also covers equity indexes, index options and index mutual funds.

This is an asynchronous eLearning course that can be accessed 24/7 from any internet enabled computer. Subscription period for this course is 90 days.


Market makers, position traders, day traders, analysts, sales/trading professionals.
Students will be able to:
  • Recognize some of the risks associated with common stocks
  • Identify the different categories of common stocks
  • Explain a stockholder's claim on corporate assets
  • Read and comprehend stock quotations in the financial press.
  • Identify how returns are generated on preferred stocks
  • Recognize some of the risks associated with preferred stocks
  • Distinguish between the various types of preferred stock.
  • Identify how returns are generated on preferred stocks
  • Identify the characteristics of rights and warrants
  • Perform basic valuations of rights and warrants
  • Recognize the characteristics of an ADR or EDR
  • Identify the characteristics of convertible bonds
  • Perform basic valuations of convertible bonds
  • Identify the purposes and uses of the various stock indexes
  • Discuss options using the vocabulary associated with it
  • Identify the basic characteristics of options on equities
  • Explain the basic characteristics of index mutual funds
  • Read and comprehend stock option listings.
None
Common stock
  • Why people own stocks
  • Business risks associated with common stock
  • Types and characteristics of common stocks
  • Reading stock listings

Preferred stocks

  • Preferred stocks vs. bonds
  • Identifying preferred stocks
  • Calculating return on preferred stocks
  • Risks associated with preferred stocks
  • Types of preferred stocks

Equity-linked issues

  • Subscription rights
  • Warrants
  • Convertible bonds
  • ADRs and EDRs

Indexes

  • Stock indexes
  • Stock index mutual funds
  • Index options