Equity Markets Fundamentals (2024)

Learn the fundamentals of the equity markets

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Corporate Finance Institute

Equity Markets Fundamentals

Overview
What You'll Learn
Career Programs
What Students Say
FAQ

Overview

Equity Markets Fundamentals Course Overview

This course provides an in-depth overview of the equity markets. A variety of topics will be learned which will help you become familiar with equity securities, stock exchanges, funds, valuation, and trade-offs of different investment strategies. In addition, Excel and Refinitiv Workspace will be used to provide greater insights into the topics covered.

Equity Markets Fundamentals Learning Objectives

By the end of this course, you will be able to:

Understand the relationship between risk and return
Differentiate between the various types of equities, and funds
Recognize how stock exchanges work and the results of pursuing certain order types
Compare valuation and trading techniques along with different investment styles and strategies

Who should take this course?

This Equity Markets Fundamentals course is perfect for students who are less experienced with equities or anyone looking for a comprehensive overview of equity markets. This course is designed to equip anyone who desires to begin a career in investment banking, sales, and trading, treasury, or other areas of finance that require an understanding of equities.

Equity Markets Fundamentals

Led by Tim Vipond

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Level 3

Approx 4h to complete

100% online and self-paced

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What you'll learn

Lesson

Multimedia

This Course is Part of the Following Programs

Why stop here? Expand your skills and show your expertise with the professional certifications, specializations, and CPE credits you’re already on your way to earning.

All Capital Markets & Securities Analyst (CMSA)® Courses

Equity Markets Fundamentals is part of the Capital Markets & Securities Analyst (CMSA)® certification, which includes 42 courses.

Skills Learned Trading strategies used in the finance and capital markets
Career Prep Work in capital markets, whether on the buy-side or the sell-side

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Financial Planning & Wealth Management (FPWM)™ Certification

Equity Markets Fundamentals is part of the Financial Planning & Wealth Management (FPWM)™ certification, which includes 28 courses.

Skills Learned Financial Learning, Business Development, Investment Management, Practice Management, Relationship Management
Career Prep Financial Planner, Investment Advisor, Portfolio Manager

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What our students say

Highly recommend Equity Market Fundamentals. its professionally taught.

Sibulansa Juluta

Great course
Cover a wide range of topics about Equity that everyone who wants to work in finance need to know about. Highly recommend this course.

Minh Tuong

Nice course with interesting lecturer
Nice course with interesting lecturer

Kassahun Kumalo

A good primer into Equities but won't make you an expert
Its a good overview of Equities as asset class and overall investment market. Don't expect to be an expert after this. Need more homework and research!

Stephen Lin

Frequently asked questions

What are the requirements to take the courses?

All of our certification programs are open to students and professionals in various industries and levels of experience. Our curriculum is designed to teach what you need to know from basic fundamentals to advanced practical case studies. To take the courses and complete the exercises, students will only need access to a PC and/or Mac, Microsoft Suite (2016 or newer), and a stable internet connection. Click here to view the Technical Requirements

Can I download the Excel files and financial modeling templates for the course?

Absolutely! All the files and templates needed in a course are available for download. Just look for a module that shows Downloadable Files within the course dashboard. See here for a visual guide on how to do this.

How long do I have to complete the courses?

You will have yearly access to the courses as long as you maintain an active subscription. All the courses are self-paced as well so you can take your time in learning without worrying about any deadlines. Click here to compare our available enrollment options.

Are CFI courses officially accredited?

Yes, CFI is accredited by the Better Business Bureau® (BBB) to maintain training standards, the CPA Institutions in Canada, and the National Association of State Boards of Accountancy (NASBA) in the USA. Most of our courses qualify for verified CPE credits for CPA charter holders. Please refer to this page to view all available CPE credits.

Are there any additional fees or costs?

None! The bundle price includes everything and there are no additional fees or charges to earn your digital certification. You can see our enrollment fees listed here.

What currency are your courses priced in?

All our online courses are priced in USD. As this is a recurring payment, we accept all major credit and debit cards including Visa, MasterCard, and American Express.

How do I earn my certificates?

Students must complete all the video lessons, quizzes, and final assessments in each course. You can retake the assessments as many times as necessary until you reach an 80% passing grade. For more information on how to earn a course certificate, click HERE.

How are the exams conducted?

Students are required to complete an online assessment (Multiple choice questions, Fill-in-the-Blanks, and Excel Questions) at the end of each course. You can take the exams on your own schedule and will need to earn at least 80% to pass the course and earn your certificate of course completion. Please note that course exams can be repeated as many times as you need. Students are also required to complete the FMVA® final exam to earn their certification. How to Take a Qualified Assessment

Can I email the instructor if I have questions?

While the courses are designed mainly for self-study, we are happy to provide email assistance for general or technical support inquiries. The Full Immersion bundles include a premium email support function that allows you to communicate directly with in-house experts regarding course content. This is one of the key features that sets the Full Immersion bundle apart and makes it a worthwhile upgrade over the more affordable self-study bundle. You can compare more features in our bundles here.

Will these courses help me advance my career?

Based on hundreds of reviews from thousands of students we know how CFI courses have helped so many people advance their finance careers. Our courses are designed to be extremely practical and simulate the experience of being trained as a professional financial analyst…the ultimate way to advance your career. For real-world examples and to help delve even deeper into the course concepts, please look into our free career resources library.

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FAQs

How to get 10% return on investment? ›

Investments That Can Potentially Return 10% or More

Stocks.
Real Estate.
Private Credit.
Junk Bonds.
Index Funds.
Buying a Business.
High-End Art or Other Collectables.

Sep 17, 2023

Tell Me More ›

What is fundamental analysis of equity market? ›

What is Fundamental Analysis? Fundamental analysis is a method of assessing the intrinsic value of a stock. It combines financial statements, external influences, events, and industry trends. It is important to note that the intrinsic value or a fair value of a stock does not change overnight.

Read On ›

What are the fundamentals of equities? ›

Fundamental analysis involves looking at any data which is expected to impact the price or perceived value of a stock. Some of the fundamentals of stocks include cash flow, return on assets, and conservative gearing.

How do I get better at fundamental analysis? ›

There are 5-6 steps that you need to follow to analyse the fundamentals of a company.

Understand the company first.
Use the financial ratios for initial screening.
Closely study the financial reports of the company.
Find the company's competitors/rivals and study them.
Check the company's debt and compare with rivals.

More items...

How much will 100k be worth in 30 years? ›

Answer and Explanation: The amount of $100,000 will grow to $432,194.24 after 30 years at a 5% annual return. The amount of $100,000 will grow to $1,006,265.69 after 30 years at an 8% annual return.

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What is the average return on $500,000 investment? ›

Average Rate of Return: This is more difficult to calculate because by their nature private equity firms and hedge don't always report their losses and earnings. However, most estimates suggest that you can expect average returns of up to 14%.

Learn More Now ›

Is fundamental analysis enough for stock market? ›

Both fundamental and technical analysis can reveal potentially valuable information, and focusing on just one style could cause you to miss important clues about a stock's prospects. And because the intended duration of an investment or trade may change, using both forms of analysis is an approach you might consider.

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How much PE ratio is good? ›

As far as Nifty is concerned, it has traded in a PE range of 10 to 30 historically. Average PE of Nifty in the last 20 years was around 20. * So PEs below 20 may provide good investment opportunities; lower the PE below 20, more attractive the investment potential.

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What fundamentals should I check before buying stocks? ›

There are a few aspects to consider when you wish to determine whether a share is worth investing in. The company's fundamentals: Research the company's performance in the last five years, including figures like earnings per share, price to book ratio, price to earnings ratio, dividend, return on equity, etc.

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What is equity for beginners? ›

Equity can have multiple meanings, but at its core means ownership, or more specifically, the value of an ownership stake in an asset or company. Some of the most recognizable forms of equity are ownership in a company or your home's value after subtracting your mortgage balance.

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What are strong fundamentals? ›

Strong fundamentals suggest that a business has a viable framework or financial structure. Conversely, those with weak fundamentals may have issues in the areas of debt obligation management, cost control, or overall organizational management.

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How to analyze stocks for beginners? ›

There are two primary methods of analyzing stocks: technical analysis and fundamental analysis. Technical analysis shows how a stock's price swings, but doesn't explain why. Fundamental analysis seeks the why—it wants to draw a conclusion about the company's prospects.

Is 10% return possible? ›

Believe it or not, there are assets you can add to your investment portfolio that can generate 10% ROI. While there's no guarantee that you'd secure this significant return, many investments have proven to produce these results and are more likely to make the same rate in the future.

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Is 10% return on investment realistic? ›

Usually the implication is that they can expect, over a long time, a 10% return. Fortunately some ask, with some doubt, "Is a 10% return really reasonable?" It is not. While the average growth or return in the market (e.g., the S&P 500) is about 10%*, investors over time do not see that.

Is a 10% return on investment good? ›

General ROI: A positive ROI is generally considered good, with a normal ROI of 5-7% often seen as a reasonable expectation. However, a strong general ROI is something greater than 10%. Return on Stocks: On average, a ROI of 7% after inflation is often considered good, based on the historical returns of the market.

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How do you average 10% returns? ›

To calculate the average rate of return, add together the rate of return for the years of your investment, and then, divide that total number by the number of years you added together.

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