Equity Products

Introduction to the types of equity products, types of shares and exchanges, investors, diversification and volatility.

Finance | core | 3 hours |   Published: May 2019

Overview

1.3KSTUDENTS*
92.45%RECOMMEND*

This course includes:

  • 3+ hours of on-demand video
  • 3 modules
  • Core level
  • Direct access/chat with the instructor
  • 100% self-paced online
  • Many downloadable resources
  • Shareable certificate of completion
This course on equity products introduces equities by providing an overview of the types of products, including both direct and indirect products. The program demonstrates the types of shares and exchanges and investors. It also discusses importance of diversification and volatility, and the role each plays in equity portfolios. The course will then further cover equity indices and go into some depth in covering tracking funds and exchange traded funds (ETFs). The program also introduces derivatives, forward contracts, futures, equity swaps, options, and structured products. This course consists of 16 lectures across 3 sections:
  • An Introduction to Equities
  • Understanding Equity Indices
  • How to Buy the Market

Skills You Will Gain

Banking
Capital Markets
Economics
Equity Indices
Equity Markets
Equity Swaps
ETFs
Securities
Shares
Tracking Funds

Learning Outcomes (At the end of this program you will be able to)

  • Describe the full range of equity products available globally
  • Discuss the structure and pricing of equity pricing and indices
  • Articulate how equity products are traded
  • Understand the various relevant equity derivative products and how they work

Prerequisites

Who Should Attend

  • All levels of participants are encouraged to take this course.

Curriculum

1Welcome!

About this course: Overview, Learning Outcomes, Prerequisites & Target Audience

Course Trailer

Instructor Bio: Spencer Morris

Key pointers for success in this course

2Equities Introduction

Types of Products/Shares

Types of Products/Shares (Slides)

Buying Shares & Equities

Buying Shares & Equities (Slides)

Tesco Example

Tesco Example (Slides)

Types of Shares and Exchanges

Types of Shares and Exchanges (Slides)

Depository Receipts

Depository Receipts (Slides)

Types of Investors, Diversification and Volatility

Types of Investors, Diversification and Volatility (Slides)

3Equity Indices

Types of Indices Part I

Types of Indices Part I (Slides)

Types of Indices Part II

Types of Indices Part II (Slides)

4How to Buy the Market

Tracking Funds

Tracking Funds (Slides)

Exchange Traded Funds (ETF's)

Exchange Traded Funds (ETF's) (Slides)

Introduction to Derivatives

Introduction to Derivatives (Slides)

Forward Contracts

Forward Contracts (Slides)

Futures

Futures (Slides)

Equity Swaps

Equity Swaps (Slides)

Options

Options (Slides)

Structured Products (Warrants, Certificates and Notes)

Structured Products (Warrants, Certificates and Notes) (Slides)

Instructors

Spencer Morris

Spencer Morris

With over two decades in finance and a wealth of experience in banking and trading, I have dedicated my career to developing and delivering high-impact financial training. My background includes extensive work on equity and interest rate trading floors, which has enriched my ability to teach complex financial concepts with practical insights. Over the past 12 years, I have trained tens of thousands of students, ranging from graduates and sales staff to high-level executives and family office managers, across various asset classes including equities, fixed income, and foreign exchange. My approach to financial education is rooted in a deep understanding of market dynamics and regulatory environments. I have designed and delivered training programs for a broad spectrum of clients, from traditional funds and hedge funds to central banks and sovereign wealth funds. My expertise spans from basic to advanced derivatives courses, accounting and valuation classes, and comprehensive staff training across all levels and functions within financial institutions. I bring a unique blend of practical experience and instructional excellence to my teaching. Having worked with major financial institutions and asset managers globally, I am adept at creating tailored training solutions that address specific client needs. My goal is to empower professionals with the knowledge and skills necessary to navigate complex financial landscapes and make informed decisions in their roles.

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*Where courses have been offered multiple times, the “# Students” includes all students who have enrolled. The “%Recommended” shown is also based on this data.