The Equities Trader includes

skills certificate

The Equities Trader

| skills-certificate

skills certificate

The Equities Trader

| Skills Certificate
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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

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Video minutes 33

Excel Exercises 8

  • 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

Equities Markets and Products

34 video minutes

8 excel exercises

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Video minutes 34

Excel Exercises 8

  • Cash equities
  • Different exchanges
  • Initial public offerings
  • Role of ECM versus trading desk

Special Situations

92 video minutes

6 excel exercises

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Video minutes 92

Excel Exercises 6

  • Equity events: spin offs, share repurchases, asset sales
  • Fixed income events: debt restructuring, distressed debt
  • Private situations

Equity Derivatives

63 video minutes

13 excel exercises

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Video minutes 63

Excel Exercises 13

  • Options, forwards, and futures
  • Asset swaps
  • Structured products
  • Hedging
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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.

This course is officially CPD certified

Continuing Professional Development (CPD) keeps a record of your increasing skills, knowledge and experience throughout your career, which now includes select Financial Edge certifications.

What Our Students Say

The Equities Trader Skills Certificate is included in your Felix Plan

Boost

Includes full access to all certified courses.

£449 /year
Billed annually.
Get Started
Boost includes:
  • 184+ hours of instructor-led learning
  • Search across 350+ playlists, 3000+ videos and Q&As
  • Role-focused pathways
  • Expert instructor support

Pro

Full Felix access including all learning content and data features.

£699 /year
Billed annually.
Get Started
Pro includes:
  • 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

Boost Pro
Completion certificates 37 37
Skills certificates 48 48
Micro-degrees 11 11
Searchable library of 350+ playlists, 3000+ videos and Q&As
10 role-based learning pathways, including Investment Banking, Equity Research, Sales and Trading and more
Expert instructor support
Practical exercises to work alongside videos and quick quizzes to test your understanding
Weekly live webinars
Streamlined company data (WACC. & EV bridge calculator, custom comparables)
Current and historic filings for over 4,000 US firms
Current and historic filings for over 7,000 firms globally
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
Boost £449.00 (Inc Tax) / year Get Started
Pro £699.00 (Inc Tax) / year Get Started

Frequently Asked Questions

What tech do I need?

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Access your course across desktop, laptop, tablet or phone; either via our web portal or the dedicated mobile app. While we have optimized our video quality and size, we recommend a broadband connection to enable uninterrupted video playback. A PDF reader and spreadsheet application are required to open the supporting resources.

Is it right for me?

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Our online courses reflect the training new analysts receive at the leading financial organizations. They're challenging, but if you want to demonstrate you are as good as the best in the industry then this is the course for you. The top investment banks will recognize our micro-degree certifications, making them perfect for graduates looking to land a job or a professional preparing for a new role.

Are Financial Edge's courses credible?

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The leading investment banks, as rated by the FT, hire us to train their incoming analysts. If you are looking to join the best analysts in the world, why not challenge yourself with the same content and certification with the same Wall Street instructors ready to answer your questions.

Will this course help me get a job?

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Absolutely. Develop practical skills you can use to impress at interviews, whether you’re looking to break into finance or change roles.

How long do I have to complete the courses?

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Everyone works at their own pace so there's no restrictions, all you need is an active Felix plan for the course you are completing. All Felix plans renew annually.

Are there any hidden costs?

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No. Everything you need is included, from instructor-led videos and Excel exercises to the exams.

What is CPD?

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All of our online courses are CPD accredited. CPD stands for Continuing Professional Development and makes demonstrating your commitment to learning easy. Your institution or accrediting body may track CDP points through activities, units or hours. Check with the relevant party to find out how you should be monitoring your progress.

What support will I get along the way?

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Our expert instructors are standing by to answer questions and help you develop a detailed understanding of finance complexities. Our technical support team are also ready to help with any system problems.