e-learning and reference solutions for the global finance professional

Equity Markets
The single-best resource for understanding and participating in Global Equity Markets

Highlights

Library of 10 Courses

Available Products

Upcoming Products

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The themes of this product are:

  • Structure of equity markets and how they function
  • Practical demonstration of established equity valuation models
  • Key features of equity derivatives including examples and calculations
  • Application of portfolio management techniques in equity portfolios
  • Design and structuring of equity structured instruments
For information about our other off-the-shelf e-learning solutions see Course Catalog
  Highlights
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Overview
This solution deals with equity valuation, global equity markets and equity derivatives of every kind (Stock Index Futures, Equity Options, Equity Structured Products, Principal-protected equity-Indexed Products, Warrants and Convertibles). Practical examples and applications are illustrated from financing, investing, emerging and position-taking activities. The Job Aids include several calculators and simulations.

After completing this course you will be able to:

  • Understand the dynamics of global equity markets
  • Apply various models to value equity
  • Use equity derivatives for hedging as well as trading purposes
  • Enhance returns and measure performance using portfolio management techniques
  • Design and structure equity-structured products

Target Audience
Every professional involved in the global financial services industry (as a provider, user, regulator or advisor of product/services, marketplace/exchange) would benefit from KESDEE’s innovative solutions.

  • Supervisory Agencies

  • Central Banks

  • Financial Institutions

  • Commercial Banks

  • Investment Banks

  • Housing Societies/Thrifts

  • Mutual Funds

  • Brokerage Houses

  • Stock Exchanges

  • Derivatives Exchanges

  • Insurance Companies

  • Multinational Corporations

  • Accountancy Firms

  • Consultancy Firms

  • Law Firms

  • Rating Agencies

  • Multi-lateral Financial Institutions

  • Others


  • Course Level and Number of Courses
    Intermediate Level. Library of 10 Courses

    Instructional Method
    Dynamic, Interactive e-learning

    Recommended Background
    Familiarity with basic financial concepts

    For purchase,contact us at
    PO Box 910207. CA 92191, USA
    Phone: +1-858-755-8527 Fax: +1-858-755-6973, +1-858-756-8587, E-mail: information@kesdee.com, Website: www.kesdee.com

      Library of 10 Courses
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    Equity Markets
    Time taken to complete each Course: Two - Three hours

    1. Global Equity Markets

    • Functions and features of equity markets
    • Equity market participants
    • Trading and settlement procedures
    • Order types
    • Market for depositary receipts

    2. Equity Valuation Models- I

    • Dividend Discount Model (DDM)
    • Single Period Valuation
    • Multiple Period Valuation
    • Ratio Approach to Equity Valuation

    3. Equity Valuation Models- II

    • Capital Asset Pricing Model (CAPM) and its Assumptions
    • Capital Market Line (CML)
    • Security Market Line (SML)
    • Arbitrage Pricing Theory (APT) and its Assumptions

    4. Stock Index Futures

    • Stock Index Futures and its Uses
    • Types of Stock Index Futures
    • Stock Index Futures Prices
    • Cost of Carry Model
    • Fair Value for Stock Index Futures
    • Index Arbitrage
    • Cash-and-Carry Trade and its Types
    • Hedging with Stock Index Futures

    5. Equity Swaps

    • Mechanics of equity swaps and cash flows involved
    • Single Currency Equity Swaps
    • Cross-Currency Equity Swaps

    6. Equity Options

    • Basics of equity options
    • Famous options strategies
    • Options pricing using Black-Scholes model

    7. Convertibles

    • Fundamentals of Convertible Bond
    • Characteristics of Convertible Bond
    • Valuation of Convertible Bond
    • Terminologies used in Convertible Bond

    8. Warrants

    • Warrants
    • Types of Warrants
    • Advantages and Disadvantages of Warrants
    • Warrant Pricing Model (Theoretical Value)
    • Warrant Pricing Model (Market Value)

    9. Portfolio Management

    • Investment objectives and scenarios
    • Risk/return profiles
    • Efficient Frontier
    • Portfolio optimization techniques
    • Measuring and evaluating portfolio performance

    10. Equity Structured Products

    • Concept of Structured Products
    • Equity-linked Notes
    • Structure
    • Trading Characteristics

    JOB AIDS

    • Measurement Tools
    • Disclosures

    Calculators in Equity Markets

    1. Equity Valuation – Dividend Discount Models
    2. Equity Valuation - Ratio Approach
    3. Capital Asset Pricing Model
    4. Stock Index Futures – Fair Value
    5. Equity Swaps
    6. Black-Scholes Option Pricing Model
    7. Black-Scholes-Merton Option Pricing Model
    8. Option Strategies
    9. Treynor’s Measure
    10. Jensen’s Measure
    11. Sharpe’s Measure
    12. Warrants Calculator
    13. Convertible Bonds Calculator

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    • Fixed Income Markets Library of 17 Courses
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    • Foreign Exchange Markets Library of 9 Courses
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    • Treasury Analytics Library of 5 Courses
    • Interest Rate Risk Management Library of 4 Courses
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    • Implementation - Treasury Management Library of 4 Courses
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    • Understanding Financial Statements Library of 2 Courses
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    • Management Accounting Library of 7 Courses
    • Financial Accounting Library of 9 Courses
    • Mutual Funds Library of 11 Courses
    • ePRM Coach Library of 68 Courses
    • eFRM Coach Library of 61 Courses
      Upcoming Products
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    KESDEE has the required technology platform to respond to clients training requirements in the financial industry. We offer several solutions, each developed with the guidance of creditable experts. Given below are few of the forthcoming products:

    • Financial Planning
    • international Trade Services
    • Bank Branch Management
    • Mortgage Finance
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    Copyright © 2006 KESDEE Inc.
    Please return this form by Mail or Fax to:

    KESDEE Inc. P.O. Box 910207, San Diego, CA 92191, U.S.A.
    Phone: +1-858-755-8527 Fa
    x: +1-858-755-6973, +1-858-756-8587
    E-mail: information@kesdee.com Website: www.kesdee.com