Fundamentals of Equities

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Fundamentals of Equities

Name: Fundamentals of Equities
Rating: 4.337320574162679 (418 reviews)

This course is part of Practical Guide to Trading Specialization

Instructors: Jeff Praissman

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3 modules

Gain insight into a topic and learn the fundamentals.

418 reviews

Beginner level

Recommended experience

Flexible schedule

1 week at 10 hours a week

Learn at your own pace

91%

Most learners liked this course

3 modules

Gain insight into a topic and learn the fundamentals.

418 reviews

Beginner level

Recommended experience

Flexible schedule

1 week at 10 hours a week

Learn at your own pace

91%

Most learners liked this course

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

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Assessments

11 assignments

Taught in English

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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.

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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

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

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

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

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Instructors

Instructor ratings

(114 ratings)

Jeff Praissman

Interactive Brokers

3 Courses129,786 learners

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Interactive Brokers

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Showing 3 of 418

Reviewed on Oct 9, 2021

I found this course very useful to learn how to use new features in comparing stocks to sectors and indexes.

Reviewed on Oct 3, 2022

Great course, lots of support material to help you learn is provided.

Reviewed on Sep 8, 2024

Good introduction to equities; but unfortunately doesn't cover valuation methods like P/E ratios and DCF.

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Frequently asked questions

To access the course materials, assignments and to earn a Certificate, you will need to purchase the Certificate experience when you enroll in a course. You can try a Free Trial instead, or apply for Financial Aid. The course may offer 'Full Course, No Certificate' instead. This option lets you see all course materials, submit required assessments, and get a final grade. This also means that you will not be able to purchase a Certificate experience.

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.