Stocks and Equity Markets
Explore how companies are traded and how the stock market works.
12 - 13 Jun 2021
Starts in:
  • – – Days
  • – – Hours
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Available dates:
12 - 13 Jun 2021
Places available
25 - 26 Sep 2021
Places available
Course category:
In-Depth
Location:
London
Duration:
2 days
Time:
8 hours/day
Class size:
20 students
An in-depth overview of fundamental concepts that every stock trader needs to know.

Our in-depth Equity training goes into the details of equity markets and covers a variety of key topics. We will explore the mechanics of stock trading, find out about financial statements and fundamental metrics, investigate the impact of corporate actions and look at equity indices, funds and derivatives.

There are no prerequisites for this course – even though some basic understanding of financial markets would be helpful, it is not required!

What will you learn?
By the end of the course, you will:
  1. Gain a solid understanding of the stock market, its major players and various equity products.
  2. Learn about different stock trading venues such as exchanges, trading facilities and dark pools.
  3. Understand capital structure of companies and the ways corporates raise capital.
  4. Be able to apply different stock valuation models to calculate company theoretical stock price.
  5. Know how to find your way around key financial statements and reports.
  6. Find out what are analyst expectations and why it’s important to beat them.
  7. Appreciate the impact of dividends and corporate actions on the stock price.
  8. Learn how to construct an equity index.
  9. Find out about the importance of portfolio diversification and the impact of correlation.
  10. Explore a diverse range of equity derivatives, such as index futures and stock options.
And much more!
Who is the course for?
  • Private traders and investors, looking to learn about stocks and equity markets.
  • Professionals within the financial industry or those providing services to the financial sector.
  • Professionals performing financial functions in non-financial industries, such as corporate treasury, accounting, and investor relations.
  • Students, preparing for an upcoming internship or starting their careers in finance.
  • Anyone working in or looking to understand stock markets.
Who is teaching the course?

Sergei Perfiliev

  • Active trader specializing in Equity Derivatives and Volatility trading.
  • Former Goldman Sachs Quantitative Analyst.
  • Working in finance since 2008.
  • Professional career includes Nomura, Bloomberg and Goldman Sachs.
  • Cross asset-class experience covering Equities, Fixed Income, FX and Commodities.
  • Teaching financial courses since 2013.
  • Holds Masters of Engineering from Imperial College London.
  • Holds Masters of Science in Mathematical Finance from University of Oxford.
Course Content:
Day 1
  1. Introduction to Equity Markets:
    • Primary and secondary markets.
    • Capital structure of companies.
    • Share types and equity products.
    • Private and public companies.
    • Industries and sectors.
  2. Mechanics of Stock Trading:
    • Exchange permissions.
    • Level 1 and 2 market depth.
    • Exchange order matching.
    • Liquidity and liquidity metrics.
    • Short selling.
    • Repos and borrow cost.
  3. Financial Statements:
    • Balance sheet.
    • Income statement.
    • Cash flow statements.
    • Revenues, net income and EBITDA.
    • Free Cash Flow.
    • Market capitalization and enterprise value.
  4. Fundamental Metrics and Estimates:
    • Financial ratios.
    • Relative value analysis.
    • Company fiscal periods.
    • Calendarization of fiscal data.
    • Analyst earning forecasts and estimates.
    • Stock ratings.
Day 2
  1. Corporate Actions and Events:
    • Earning announcements.
    • Dividends and stock buy-backs.
    • Rights issues.
    • Stock splits.
    • Spin-offs.
    • Mergers and Acquisitions (M&A).
    • Initial Public Offering process.
  2. Equity Models and Valuation:
    • Capital Asset Pricing Model (CAPM).
    • Equity Beta and Alpha.
    • Dividend discount model (DDM).
    • Gordon growth model.
    • Relative and peer valuation models.
  3. Stock Indices, Portfolios and Funds:
    • Price-weighted and capitalization-weighted indices.
    • Index fundamentals.
    • Open-end and closed-end funds.
    • Active and passive funds.
    • The concepts of diversification and correlation.
    • Modern portfolio theory.
  4. Overview of Equity Derivatives:
    • Types of equity derivative products and their users.
    • Cost of carry and futures fair value.
    • Stock and index options.
    • Black-Scholes pricing framework.
    • Implied volatility and volatility surface.
    • Exotic derivatives and structured products.
  5. Bonus Module: How to Start Trading Stocks:
    • Investing in single stocks and indices.
    • Following the markets and financial news.
    • Macroeconomic picture.
    • Choosing and setting up a live broker account.
    • Fees and commissions.
    • Entry points and position sizing.
    • Volatility and risk management.
What’s the format?
Dynamic in-class lectures.
Practical assignments and exercises.
Interactive demos and examples.
Challenging quizzes and tests.
Next available dates and pricing:
Special coronavirus offer: Book in 2020 for 28% off! Offer ends 31 Dec 2020.
  • Course category:
    In-Depth
  • Location:
    London
  • Duration:
    2 days
  • Class size:
    20 students
12 - 13 Jun 2021
Status
Places available
£685
25 - 26 Sep 2021
Status
Places available
£685
Date to be confirmed
Status
Coming soon
What will you get upon completion?
  • Formal completion certificate.
  • Course notes and materials.
  • Follow-up support – ability to ask questions and seek further clarification, if needed.
  • 20% OFF any future courses you wish to attend.
What our training participants say?
Marius
Financial Software Engineer
“Sergei taught me statistics in the context of equity asset prices and he managed to help me finally connect the maths to the real life applications of it. He's very practical and effective in helping you understand hard concepts.”
Alex
Financial Sales
“As part of a financial training program, Sergei equipped me with the knowledge that I am still benefiting from seven years later. He has an ability to deliver complex subject material in a digestible way.”
Yoshi
Investment Professional
“Sergei is one of the best instructors I have ever met. He understands people learn in different ways and can adjust his teaching style. I would highly recommend him, especially when you are trying to learn something complicated or you want to learn something quickly.”
Eric
Machine Learning Engineer
“Sergei’s lucid explanations helped me get a deeper grasp of the concepts I was grappling with, whilst giving me a new perspective on the material. I credit him with getting me up to speed when I needed it most.”
Babak
Head of Pricing
“Sergei has a dynamic approach to teaching and his ability to breakdown complex commercial concepts makes learning easy and memorable. I still remember his enthusiasm after 7 years and always happy to learn from him.”
Jovana
Account Executive
“Sergei held one of the best training sessions on equity derivatives at the onset of my career in finance. He was able to put together a fully comprehensive and detailed yet digestible programme. His strength is delivering complex concepts in a simplified and engaging manner.”
Paul
Financial Software Developer
"An excellent presenter and an enjoyable course, complex material presented in an approachable fashion."
Vlad
Financial Sales
“Sergei is a very good teacher, and is able to explain clearly complex concepts. I felt his course was time well spent.”
Anna
Accounts Manager
“Sergei led various financial trainings and I really enjoyed his teaching style and dedication to his students. He always made sure students were engaged and understood the topic before moving on. I would recommend Sergei for his professionalism and deep knowledge.”
Vikram
Quantitative Developer
“Sergei's sessions were great! He always made them engaging and fun.”
Donald
Software Engineer
“I attended Sergei's derivatives training a few years ago. Sergei clearly explained what they are, the motivation behind them and how they're traded in concrete terms. After the training I had a solid understandings on the topic and I would recommend Sergei's training.”
Igor
Data Analyst
“Amazing training! Sergei does a great job at explaining the concepts using simple analogies which makes the complex world of finance very clear.”
Frequently Asked Questions:
Are there any arrangements regarding COVID-19? Will the training go ahead as planned?

At the moment, we are planning for all of our training courses starting with September 2020 to go ahead in a physical location in Central London.

In case if circumstances change and we won’t be able to deliver the course in a classroom setting, we will deliver it virtually online via Zoom.

If this happens, we will get in touch and ask if you would like to go-ahead and attend the course virtually or if you prefer to cancel for a full refund.

What payment methods do you accept?

We accept all major credit and debit cards, and PayPal.

How can I get a 20% discount for my next training course?

You will receive this by email after completion of any of our classes.

What if I need to cancel my booking?

You can cancel your booking and receive a full refund up to one month in advance of the course start date.

If you made a booking for a seminar that starts in less than one month, you can cancel for a full refund within the 14 days of making the booking.

In case if we are unable to deliver a course in a physical classroom and had to move it online due to COVID-19, you can also cancel and request a full refund if you don’t want to attend the course virtually.

Are there any pre-requisites in order to attend this course?

There are no prerequisites for this course – even though some basic understanding of financial markets would be helpful, it is not required!

Will I become a rich and successful trader after attending this course?

Trading profitably and consistently is not trivial, and like with any other skill, it requires a lot of studying, hard-work, dedication and persistence in order to master.

Our “Equity Markets” training course is an excellent starting point, but definitely not sufficient in order to start trading the stock market profitably.

Want to run this training in-house?

Get in touch!

All our training courses can be tailored to your company needs and requirements.

Feel free to call us on +44 207 459 4445 or email info@perfiliev.co.uk and we’d be happy to help.

Learn more