Introduction to Equity

This Introduction to Equity course introduces the different types of equity and their characteristics. It looks at the rights of a shareholder and some key activities undertaken by companies that can have an effect on the value of an investment.

The course examines both the primary and secondary equity market and explains some key equity trading strategies including shorting equities. Participants will also be introduced to equity indices, the different ways in which these are calculated, and how fund managers balance their portfolio.

Suitability

This course is for individuals new to the financial markets.

Learning Outcomes

At the end of this course participants should understand:

Key characteristics of equity
Drivers of the equity market and equity indices
Key trading strategies including shorting equities

Course Content

Basics of Equity
Key characteristics & types of equity
Shareholders’ rights & corporate actions
Dividend timeline and the ex div date
The debt-equity spectrum and wind-up rankings
Equity Trading
Primary and secondary markets
Price catalysts and macro drivers of equity markets
Cyclicals vs. defensives
Exercises: Analysing corporate earnings announcements
- Trading Strategies
- Speculative stock picks
- Fundamental analysis
Exercises: stock pitch
- Equity Indices
- Equity Risk Premium (ERP) and major global indices
- Index weightings and dividend treatment
- Managing a portfolio
- Shorting Equities
The stock loan process
Short interest, dividends and shorting practicalities
Exercises: Carillion Plc stock analysis and trade recommendations

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of a cohort was promoted within 2 years after participating in an Alpha course.

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of participants felt more confident in their role, following an Alpha commercial leadership course.

Why study with Alpha?

Innovation and creativity born from experience

We are thought leaders in instructional and learning journey design and holistic solution architects. We have extensive finance and investments experience combined with skills application to deliver performance improving results. We develop immersive learning environments that maximize time to productivity, support talent retention and added value to improving quality of hires.

Knowledge Exchange Evangelists

We are focused on mining the embedded organisational intellectual capital for the benefit of the next generation. We create and curate best in class practice gathered from our experience with the leading financial institutions. We design our programmes with the end in mind – what results are you trying to achieve with this intervention? What metrics will we set ourselves to achieve that?

Generation Proof

Quality and innovation, using current market and industry best practices, have made us a trusted partner in delivering dynamic and motivating training for the financial and capital markets. Our programmes are generation proof and responsive to evolving learner needs and styles. Our solutions use a multi-stakeholder engagement strategy that expands beyond relationships between the learner and learning provider. We create connections with managers, peers and the wider business to drive impactful return on investment..

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