When you enroll in this course, you'll also be enrolled in this Specialization.
Learn new concepts from industry experts
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.
To facilitate a comprehensive understanding of essential concepts discussed, this course includes a series of practical examples, quizzes, reading materials and a final course project.
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
Show info about module content
6 videos•Total 37 minutes
About this Specialization•3 minutes
Fundamental of Equities - Course Overview•1 minute
Intro to the Stock market•10 minutes
Introduction to the Business Cycle•10 minutes
Sectors - Using State Street’s Select Sector SPDR Exchange Traded Funds•7 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
Show info about module content
4 videos•Total 29 minutes
Practical Demo of Stock Fundamentals•9 minutes
Balance Sheet•9 minutes
Income Statement•6 minutes
Cash Flow Statement•5 minutes
6 readings•Total 235 minutes
Some Fundamental Definitions•10 minutes
Optional - Instructions to download Trader Workstation•15 minutes
More about Balance Sheets•45 minutes
More about Income Statements•45 minutes
More about Cash Flow Statements•45 minutes
CME Group-Trading and Analysis & Videos•75 minutes
5 assignments•Total 105 minutes
Fundamental Analysis•30 minutes
Practical Demo of Stock Fundamentals•30 minutes
Balance Sheet•15 minutes
Income Statement•15 minutes
Cash Flow Statement•15 minutes
Funds
Module 3•2 hours to complete
Module details
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
Show info about module content
3 videos•Total 13 minutes
Introduction to Mutual Funds•5 minutes
Mutual Fund Trading, Pricing and Fees•6 minutes
Fundamental of Equities - Course Conclusion•2 minutes
2 readings•Total 32 minutes
Mutual Funds vs. ETFs: What’s the Difference?•30 minutes
Search for Mutual Funds•2 minutes
3 assignments•Total 60 minutes
Funds•30 minutes
Introduction to Mutual Funds•15 minutes
Mutual Fund Trading, Pricing and Fees•15 minutes
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Interactive Brokers is a leading online trading solution for traders, investors and advisors, with direct global access to stocks, options, futures, currencies, bonds and funds. Find our upcoming webinars at ibkrwebinars.com , daily market commentary at tradersinsight.news, and more how to courses at tradersacademy.online
When will I have access to the lectures and assignments?
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.
What will I get if I subscribe to this Specialization?
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.
Is financial aid available?
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.