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Equities
Professional Development
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This course provides the student with general characteristics of equity securities, including various aspects of stocks and government securities, rights and warrants, computations of interest, yield and price, and how to make recommendations to customers. An educational must-have for beginners in the banking and financial industries.
Topics covered:
- LESSON 1: GENERAL CHARACTERISITCS OF EQUITY SECURITIES
- LESSON 2: STOCKS
- LESSON 3: RIGHTS AND WARRANTS
- LESSON 4: TYPES OF STOCK IDENTIFIED BY MARKET RISK
- LESSON 5: CORPORATE BONDS
- LESSON 6 INTEREST, YIELD, AND PRICE CALCULATIONS
- LESSON 7 CONVERTIBLE SECURITIES
- LESSON 8 U.S. GOVERNMENT SECURITIES
- LESSON 9 U.S. GOVERNMENT AGENCY SECURITIES
- LESSON 10 COLLATERALIZED MORTGAGE OBLIGATIONS (CMOS)
- LESSON 11 MAKING RECOMMENDATIONS TO CUSTOMERS
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LEARNING OBJECTIVES:
- Learn the general characteristics of equity securities
- Understand the various aspects of stocks and government securities
- Learn about the various types of rights and warrants
- Understand computations of interest, yield and price calculations
- Learn how to make recommendations to customers
- Understand the purpose and types of convertible securities, U.S. government securities and U.S. government Agency Securities
- Learn about the purpose of collateralized mortgage obligations (CMOs)
This is a professional development course and cannot be used as real estate licensing or real estate continuing education.
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