Introduction to Equity

This 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.


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 & wind-up rankings

Equity Trading

  • Primary & secondary markets
  • Price catalysts & 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) & major global indices
  • Index weightings & 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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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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The team are so friendly and pleasant to work with, everyone is very professional and keen to help us. Building a relationship over the past couple of years helps us to feel like the Alpha team are even more able to understand our needs and provide more proactive solutions.
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