E-Learning Course - Equity Markets (Library of 10 courses)

  • ID: 310101
  • Training
  • Region: Global
  • KESDEE Inc
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The single-best resource for understanding and participating in Global Equity Markets

Themes of the course:

- Structure of equity markets and how they function
- Practical demonstration of established equity valuation models
- Key features of equity derivatives including examples and calculations
- Application of portfolio management techniques in equity portfolios
- Design and structuring of equity structured instruments

Course Overview

This solution deals with equity valuation, global equity markets and equity derivatives of every kind (Stock Index Futures, Equity Options, Equity Structured Products, Principal-protected equity-Indexed Products, Warrants and Convertibles). Practical examples and applications are illustrated from financing, investing, emerging and positiontaking activities. The Job Aids include several calculators and simulations.

After completing this course you will be able to:

- Understand the dynamics of global equity markets
- Apply various models to value equity
- Use equity derivatives for hedging as well as trading purposes
- Enhance returns and measure performance using portfolio management techniques
- Design and structure equity-structured products

Target Audience

Every professional involved in the global financial services industry (as a provider, user, regulator or advisor of product/services, marketplace/exchange) would benefit from our innovative solutions.

Supervisory Agencies
Central Banks
Financial Institutions
Commercial Banks
Investment Banks
Housing Societies/Thrifts
Mutual Funds
Brokerage Houses
Stock Exchanges
Derivatives Exchanges
Insurance Companies
Multinational Corporations
Accountancy Firms
Consultancy Firms
Law Firms
Rating Agencies
Multi-lateral Financial Institutions

Course Level & Number of Courses: Intermediate Level, Library of 10 Courses

Instructional Method: Dynamic, Interactive e-learning

Recommended Background: Familiarity with basic financial concepts

Note: Product cover images may vary from those shown
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Library of 10 Courses

Time taken to complete each Course: Two - Three hours

1. Global Equity Markets

Functions and features of equity markets
Equity market participants
Trading and settlement procedures
Order types
Market for depositary receipts

2. Equity Valuation Models- I

Dividend Discount Model (DDM)
Single Period Valuation
Multiple Period Valuation
Ratio Approach to Equity Valuation

3. Equity Valuation Models- II

Capital Asset Pricing Model (CAPM) and its Assumptions
Capital Market Line (CML)
Security Market Line (SML)
Arbitrage Pricing Theory (APT) and its Assumptions
Equity Markets

4. Stock Index Futures

Stock Index Futures and its Uses
Types of Stock Index Futures
Stock Index Futures Prices
Cost of Carry Model
Fair Value for Stock Index Futures
Index Arbitrage
Cash-and-Carry Trade and its Types
Hedging with Stock Index Futures

5. Equity Swaps

Mechanics of equity swaps and cash flows involved
Single Currency Equity Swaps
Cross-Currency Equity Swaps

6. Equity Options

Basics of equity options
Famous options strategies
Options pricing using Black-Scholes model

7. Convertibles

Fundamentals of Convertible Bond
Characteristics of Convertible Bond
Valuation of Convertible Bond
Terminologies used in Convertible Bond

8. Warrants

Types of Warrants
Advantages and Disadvantages of Warrants
Warrant Pricing Model (Theoretical Value)
Warrant Pricing Model (Market Value)

9. Portfolio Management

Investment objectives and scenarios
Risk/return profiles
Efficient Frontier
Portfolio optimization techniques
Measuring and evaluating portfolio performance

10. Equity Structured Products

Concept of Structured Products
Equity-linked Notes
Trading Characteristics

Set of 2 interactive Job Aids

- Measurement Tools
- Disclosures

Note: Product cover images may vary from those shown
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Note: Product cover images may vary from those shown