The Equities Trader
Learn all aspects of equity sales and trading at an investment bank and utilize practical skills from day one. From this online course you will gain essential valuation expertise and discover the intricacies of key equity and specialist products, including IPOs, ETFs, futures, options, swaps and many more.
Buy The Equities Trader
Get all courses with a Felix Boost or Pro plan
Access every course we offer with a Felix plan. Over 275 hours of learning content across 3,793 videos and counting.
£449 £269
Single Course
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£209
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All Courses Access
3,784 videos across 427 playlists in our Boost plan.
£449 £269
Billed annually.
All Courses & Company data
Advanced analytical tools for 7,000 firms in our Pro plan.
£699 £419
Billed annually.
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3000+ students enrolled
8
Hours to Complete
4
Topics
36
Practical exercises
The Equities Trader includes
- Calculating equity value
- Calculating enterprise value
- Non-core items, debt equivalent items, and non-controlling interests
- Calculating simple multiples
- Illustrating the impact of leverage
- Understand how growth rates, returns and multiples interrelate
- Cash equities
- Different exchanges
- Initial public offerings
- Role of ECM versus trading desk
- Equity events: spin offs, share repurchases, asset sales
- Fixed income events: debt restructuring, distressed debt
- Private situations
- Options, forwards, and futures
- Asset swaps
- Structured products
- Hedging
The Equities Trader
| skills-certificate
The Equities Trader
8
Hours
35
Practical exercises
1
Exam
Learn all aspects of equity sales and trading at an investment bank and utilize practical skills from day one.
Equity to Enterprise Value Bridge
33 video minutes
8 excel exercises
Video minutes 33
Excel Exercises 8
Equities Markets and Products
34 video minutes
8 excel exercises
Video minutes 34
Excel Exercises 8
Special Situations
92 video minutes
6 excel exercises
Video minutes 92
Excel Exercises 6
Equity Derivatives
63 video minutes
13 excel exercises
Video minutes 63
Excel Exercises 13
Learn from our expert instructors
Learn more about our full faculty
Wall Street Recognized Certification
Established on Wall Street, Financial Edge has taught at the biggest bulge-bracket firms since 2016, and now we offer that very same training online for you. It’s no secret that banking is fiercely competitive, which is why our Wall Street recognized certification is designed to let your employers know you have the skills to succeed.
What Our Students Say
Get The Equities Trader Skills Certificate
Single Course
- Lifetime access
- Expert instructor support
Boost Plan
ON SALE
Includes full access to all certified courses.
- 184+ hours of instructor-led learning
- Search across 350+ playlists, 3000+ videos and Q&As
- Role-focused pathways
- Expert instructor support
Pro Plan
ON SALE
Full Felix access including all learning content and data features.
- Everything in the Boost plan
- Streamlined company data
- Current and historic filings for over 7000 companies
- Market and industry data
- Ready-to-use sector and transaction models
Compare plans
| Single Course | Boost Plan | Pro Plan | |
|---|---|---|---|
| Completion certificates | 38 | 38 | |
| Skills certificates | 1 | 51 | 51 |
| Micro-degrees | 12 | 12 | |
| Lifetime access to course | |||
| Expert instructor support | |||
| Practical exercises to work alongside videos and quick quizzes to test your understanding | |||
| Searchable library of 370+ playlists, 3500+ videos and Q&As | |||
| 10 role-based learning pathways, including Investment Banking, Equity Research, Sales and Trading and more | |||
| Weekly live webinars | |||
| Streamlined company data (WACC. & EV bridge calculator, custom comparables) | |||
| Current and historic filings for over 7,500 firms globally | |||
| Current and historic filings for over 4,000 US firms | |||
| Link to, label and share data points in filings (limited to 10 for Free and Boost users, unlimited for Pro) | |||
| Regional and industry data sets | |||
| Ready-to-use sector and transaction models | |||
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