- Level Foundation
- Duration 12 hours
- Course by Interactive Brokers
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Offered by
About
In this course, will look at industries and economic sectors that neatly define an economy. We will also introduce you to fundamental concepts involved in a company’s annual statements such as balance sheets, cash flows and its income statement, plus explore popular fundamental values used to filter vast amounts of corporate stocks. And finally, we’ll examine mutual funds and ETFs as alternatives to individual stocks for investing. To facilitate a comprehensive understanding of essential concepts discussed, this course includes a series of practical examples, quizzes, reading materials and a final course project.Modules
About this Specialization
1
Videos
- About this Specialization
Fundamentals of Equities - Overview
1
Videos
- Fundamental of Equities - Course Overview
Introduction to Stocks
1
Assignment
- Intro to the Stock market
1
Videos
- Intro to the Stock market
1
Readings
- IBKR Free Trial - Trader Workstation Platform
What is the Business Cycle?
1
Assignment
- Introduction to the Business Cycle
1
Videos
- Introduction to the Business Cycle
1
Readings
- Business Cycle Market Commentary
Intro to Sector Investing
1
Videos
- Sectors - Using State Street’s Select Sector SPDR Exchange Traded Funds
1
Readings
- SPDR ETF Features
Investable Sectors
1
Videos
- The Economy in Investable Sectors
1
Readings
- SPDR ETF Features
Stocks & Business Cycle - Graded Assessment
1
Assignment
- Stocks & Business Cycle
Practical Demo of Stock Fundamentals
1
Assignment
- Practical Demo of Stock Fundamentals
1
Videos
- Practical Demo of Stock Fundamentals
2
Readings
- Some Fundamental Definitions
- Optional - Instructions to download Trader Workstation
Financial Statements: Balance Sheet
1
Assignment
- Balance Sheet
1
Videos
- Balance Sheet
1
Readings
- More about Balance Sheets
Financial Statements: Income Statement
1
Assignment
- Income Statement
1
Videos
- Income Statement
1
Readings
- More about Income Statements
Financial Statements: Cash Flow
1
Assignment
- Cash Flow Statement
1
Videos
- Cash Flow Statement
1
Readings
- More about Cash Flow Statements
Trading and Analysis – Fundamental Analysis
1
Readings
- CME Group-Trading and Analysis & Videos
Fundamental Analysis - Graded Assessment
1
Assignment
- Fundamental Analysis
Intro to Mutual Funds
1
Assignment
- Introduction to Mutual Funds
1
Videos
- Introduction to Mutual Funds
2
Readings
- Mutual Funds vs. ETFs: What’s the Difference?
- Search for Mutual Funds
Mutual Fund Trading, Pricing and Fees
1
Assignment
- Mutual Fund Trading, Pricing and Fees
1
Videos
- Mutual Fund Trading, Pricing and Fees
Funds - Graded Assessment
1
Assignment
- Funds
Fundamental of Equities Course Conclusion
1
Videos
- Fundamental of Equities - Course Conclusion
Auto Summary
Discover the essentials of equities in this foundational course from Coursera. Dive into industries and economic sectors, learn to analyze balance sheets, cash flows, and income statements, and explore mutual funds and ETFs. Featuring practical examples, quizzes, and a final project, this 720-minute course is perfect for business and management enthusiasts. Available through Starter and Professional subscriptions.

Jeff Praissman

Lucas Deaver

Andrew Wilkinson

Steven Levine

Mary MacNamara