Fundamentals of Equities (Coursera)

Offered by Interactive Brokers,
Fundamentals of Equities (Coursera)

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.

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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.
Course 1 of 4 in the Practical Guide to Trading Specialization.

What You Will Learn

  • Acquire skills and understanding related to stocks, exchange-traded funds (ETFs), and mutual funds
  • How to perform basic fundamental and technical analyses
  • Learn how to examine investment benefits and risks
  • Gain hands-on know-how through practical demonstrations of certain online trading methods

Syllabus

WEEK 1
Stocks & the Business Cycle
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.

WEEK 2
Fundamental Analysis
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.

WEEK 3
Funds
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.

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