Equity Trading Fundamentals (CFI X AmplifyME)

In this course, you will learn trading mechanics for equities and undergo a realistic trading simulation from Amplify Trading.

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Corporate Finance Institute

Overview

Equity Trading Fundamentals Course Overview

In this course, with the help of Amplify Trading, we will explore how securities are traded and how orders are executed. We will also see who the market participants are, what spreads are, learn trading tools such as Refinitiv, what liquidity is, how price discovery works, and finish up with a trading simulation from Amplify.

Equity Trading Fundamentals Learning Objectives

Upon completing this course, you will be able to:

Identify the different roles and objectives through the journey of a trade
Develop your own practical skill set in sales trading and marketing making on an equity desk
Execute an equity trading strategy from a client perspective
Appreciate liquidly constraints of large equity block trades
Manage risk through the exchange or finding client cross trades
Find what type of role in equity trading would be right for you

Who Should Take This Course?

The Equity trading fundamentals course is perfect for anyone who would like to improve their understanding of how securities are traded and learn strategies that will help prepare anyone for a career in sales & trading or proprietary trading.

Recommended Prep Courses

These preparatory courses are optional, but we recommend you complete the stated prep course(s) or possess the equivalent knowledge prior to enrolling in this course:

Equity Markets Fundamentals

What you'll learn

Lesson

Multimedia

Exams

Files

This Course is Part of the Following Programs

Why stop here? Expand your skills and show your expertise with the professional certifications, specializations, and CPE credits you’re already on your way to earning.

Capital Markets & Securities Analyst (CMSA®) Certification

Skills Learned Trading strategies used in the finance and capital markets
Career Prep Work in capital markets, whether on the buy-side or the sell-side

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What Our Members Say

5 stars

It's been eye opening and amazing

Unyime Idiong

exciting

Training with CFI offers practical knowledge

Leslina ndlovu

Never have ever experienced Finance

Hello Folks, The CFI courses are a disruption in finance learning. These courses provide excellent insights into industry roles, responsibilities and job requirement. Do this one course and be ready to excel in finance. Loads of fun and loads of learning...... Thanks CFI

Rushikesh Biradar

Great stuff

I recommend CFI to everyone.

Julius Bruce Ochieng

Best tutors of all the time

They're providing best tutors who are highly professional in the field of financial analytics. Highly recommended for the beginners.

Iqra Safeer

Equity Trading Fundamentals

The course is rich in content and also has an financial accelerator simulation experience embedded. Would highly recommend.

Carlos Fernandes

Great Experience

It's was great insightful learning

Sachin Kumar Singh

Just what I needed

Course offered just what's I needed, exposure to flow trading and portfolio management with a simulation.

Mugabi Christopher Duke

Comprehensive and Engaging A Review of the Introduction to bussines valuation

I recently completed the Introduction to business valuation course offered by corporate finance institute. The course provided comprehensive content on financial markets, investment analysis, risk management, and corporate finance. The instructors were knowledgeable and presented the material effectively. The course offered a variety of learning materials, including video lectures, quizzes, and recommended readings. Regular assignments and assessments helped reinforce learning. The online community and support were valuable. The course was self-paced and accessible from various devices. Overall, I highly recommend this course for a solid introduction to finance.

Shivansh Arora

Amazing and interesting course

I strongly recommend this to every person looking for career in finance. It gives a very good experience and knowledge and also lets you know what exactly you are interested in and where your skills would take you.

Lekha N L

AAwesome

I received so much knowledge as i was so confused before joining here, now i have a clear vision and analysis.

purvaja londhe

Awesome Experience

The online trading simulation on market making and investment management was excellent and good exposure to real life trading.

Abraham Nnamdi Udu

Excellent

A must have certificate for any aspiring trader.

Mandela Githaiga

Awesome Course Collaboration

This course is awesome. As a person in capital market, this course collaboration with Amplify Me is creating chances for me to have a simulation trading real time with people all around the world

Arvin winatha

Stock Market and Analysis skills

The stock market (capital market, money market, primary market and secondary market...) are interesting skills in the finance world. So I encourage all worldwide students to finish full package courses and receive digital certification by completing full courses provided by accredited institution CFI.

Bogale Asress Amare

Good

Good to understand the concept

Indu N R

Wow

This is very helpful

Levon Sahakyan

Love the Amplify Simulator

This was a unique experience for me. I enjoyed trying the sell side experience. I am signed up to do the simulator again next week to keep building on what I learned. A big thank you CFI and Amplify for making this available.

Kyle Nye

Exciting fun learning experience

I really enjoyed this course. I had the experience of how it feels to both a buy-side and a sell-side equity trader. This course gives you an opportunity to be part of the Finance Accelerator live trading simulation by Amplify Trading. My first experience was full of confusions and exciting at the same time. There is a lot going on by the trading floor then I imagined, and I take my hat off to all professional equity traders out there. Amplify Trading, I had a lot of fun. CFI, incorporating a live trading simulation in this course is a great practical approach.

Linda Etuhole Nakasole

Great resource for financial professionals

CFI has a full library of all the fundamental and practical financial educational resources needed for those who want to take a step further in financial world. Great job CFI!

Hui Duan

Great Experience

CFI is the best platform for both Finance students and professionals. Highly recommended.

Yaseen Ghori

Frequently Asked Questions

If you haven’t found your answer from our FAQ, please send us a message.

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What are the requirements to take the courses?

All of our certification programs are open to students and professionals in various industries and levels of experience. Our curriculum is designed to teach what you need to know from basic fundamentals to advanced practical case studies. To take the courses and complete the exercises, students will only need access to a PC and/or Mac, Microsoft Suite (2016 or newer), and a stable internet connection. Click here to view the Technical Requirements

Can I download the Excel files and financial modeling templates for the course?

Absolutely! All the files and templates needed in a course are available for download. Just look for a module that shows Downloadable Files within the course dashboard. See here for a visual guide on how to do this.

How long do I have to complete the courses?

You will have yearly access to the courses as long as you maintain an active subscription. All the courses are self-paced as well so you can take your time in learning without worrying about any deadlines. Click here to compare our available enrollment options.

Are CFI courses officially accredited?

Yes, CFI is accredited by the Better Business Bureau® (BBB) to maintain training standards, the CPA Institutions in Canada, and the National Association of State Boards of Accountancy (NASBA) in the USA. Most of our courses qualify for verified CPE credits for CPA charter holders. Please refer to this page to view all available CPE credits.

Are there any additional fees or costs?

None! The bundle price includes everything and there are no additional fees or charges to earn your digital certification. You can see our enrollment fees listed here.

What currency are your courses priced in?

All our online courses are priced in USD. As this is a recurring payment, we accept all major credit and debit cards including Visa, MasterCard, and American Express.

How do I earn my certificates?

Students must complete all the video lessons, quizzes, and final assessments in each course. You can retake the assessments as many times as necessary until you reach an 80% passing grade. For more information on how to earn a course certificate, click HERE.

How are the exams conducted?

Students are required to complete an online assessment (Multiple choice questions, Fill-in-the-Blanks, and Excel Questions) at the end of each course. You can take the exams on your own schedule and will need to earn at least 80% to pass the course and earn your certificate of course completion. Please note that course exams can be repeated as many times as you need. Students are also required to complete the FMVA® final exam to earn their certification. How to Take a Qualified Assessment

Can I email the instructor if I have questions?

While the courses are designed mainly for self-study, we are happy to provide email assistance for general or technical support inquiries. The Full Immersion bundles include a premium email support function that allows you to communicate directly with in-house experts regarding course content. This is one of the key features that sets the Full Immersion bundle apart and makes it a worthwhile upgrade over the more affordable self-study bundle. You can compare more features in our bundles here.

Will these courses help me advance my career?

Based on hundreds of reviews from thousands of students we know how CFI courses have helped so many people advance their finance careers. Our courses are designed to be extremely practical and simulate the experience of being trained as a professional financial analyst…the ultimate way to advance your career. For real-world examples and to help delve even deeper into the course concepts, please look into our free career resources library.

Equity Trading Fundamentals (CFI X AmplifyME)

Equity Trading Fundamentals Course Overview

Equity Trading Fundamentals Learning Objectives

Who Should Take This Course?

Recommended Prep Courses