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Equity Sales and Trading | View All In-house Training Agendas
 Pre-Course Online Study
Global Stock Markets - Financial Instruments
Interest Rate and Financial Maths Recap
Equity Investments
Fixed Income Concepts
 
 Post-Course Online Study
Fixed Income 1
Fixed Income 2
Introduction to Equity Valuation
 
This course will teach you everything you need to know about equity sales and trading - from the anatomy of a trade to clients and their motivations.
 
  • Trading Equity Markets
    - Equity Markets
    • Major equity markets
    • Emerging markets
    • Classification of equities
    • Trading equities

  • The Anatomy of a Trade

  • - Trading
    • What generates the trade - idea to order to settlement
    • Day trading or longer
    • Buy or sell, long or short
    • Executing the order, to fill or not to fill
    • Basket trading, programme trading
    • Trading over major indicators

  • Secondary Fundraising
    - Corporate Actions
    • Rights issues/offers
    • Bookbuilding and placings
    • Bought deals
    • Mergers, bids and takeovers

  • Introduction to Mergers and Acquisitions
    • Reasons for and types of acquisitions
    • Type of deals
    • Types of synergies
    • Problems with synergies
  • Sales and Client Facing
    - Managing Clients
    • What do salespeople do?
    • Specialist and generalist
    • Sales traders
    • Understanding clients
    • Establishing a rapport
    • Noting the detail for a long-term relationship
    • Clients are assets
    • What to do if it doesn’t work

  • Current Market Developments
    - The Economy and the Financial Markets
    • The national economy and the role of economic indicators
    • The financial economy and its impact on the markets
    • Recent developments in the financial markets
    • The current political climate and its effect on international capital markets

  • Clients and their Motivations

  • - Equity Portfolio Management
    • Modern portfolio theory
    • Active versus passive investment strategies
    • Asset allocation
    • Performance measurement
    • Equity valuation

 
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