Equity Markets and Fundamental Valuation

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Course curriculum

1. PRC Rules, Time Zone and Other Reminders
2. Steps for Online Submission of Self-Directed Learning CPD Training Certificates to the PRC-CPDAS
1. Program of Activities
2. Learning Objectives and Outcomes
3. Narrative Report on Learning Template and Guide
4. PRC-CPDAS Application Form to Credit SDL (Word file)
5. PRC-CPDAS Application Form to Credit SDL (PDF version)
1. Test Your Knowledge
1. Module Overview
  FREE PREVIEW
1. Handouts
2. Lecture Slides: Stock Market Investing
3. Lecture Slides: Fundamental Analysis for Equity Investments
1. What is a Stock
2. Forms of Stocks
3. Preemptive Right
4. Voting Rights
5. Preferred Stocks
1. The PSE EDGE
1. Types of Dividends
2. Dates to Remember When Dividends are Declared
3. Capital Gains
4. How a Trading Account Works
5. Order Flow and Stock Prices
6. Stock Trading Costs, Board Lots and Other Considerations in Trading
7. Illustration: Computing Gains and Losses
1. SECTION REVIEW: Stock Market Investing
1. Introduction
2. Analyzing EPS, PER and Price Targets
3. Analyzing EPS, PER and Price Ranges
4. Comparing Valuations Based on PE Ratio
5. Illustration: Investment Decisions Based on PE Ratios
6. Understanding Trailing and Forward PE Ratios
7. Liquidity and Money Flow
8. Sentiment
1. Section Review: Fundamental Analysis
1. What is Portfolio Management?
2. Factors Considered in Portfolio Management
3. The Portfolio Management Process
4. Investors' Objectives and Constraints
5. Capital Market and Economic Conditions
6. Capital Market Expectations
7. Optimal Portfolio and Portfolio Evaluation
8. Types of Portfolio
1. Section Review : Portfolio Management
1. The Snowball Effect: A Case Study on San Miguel Corporation Dividends
2. Conclusion
3. Case Questions
1. Key Points
1. QUIZ: Equity Markets and Fundamental Valuation
1. Equity Markets and Fundamental Valuation

About this course

$4.30
50 lessons

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Equity Markets and Fundamental Valuation

Course curriculum

Important Reminders Before You Start Your Training

About the Program

Test Your Knowledge

Introduction and Overview

READING MATERIALS

Reviewing the Basics: Stocks and Shareholder Rights

The PSE EDGE as an Information Resource

Profiting from Equity Investments

SECTION REVIEW

Fundamental Analysis

SECTION REVIEW

Portfolio Management

SECTION REVIEW

CASE STUDY

KEY POINTS

QUIZ: Equity Markets and Fundamental Valuation

EVALUATION FORM

About this course

Discover your potential, starting today