Intro to Equity Markets – Felix

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Intro to Equity Markets

An overview of key equity products and their mechanics. It also introduces the concept of how multiples can be applied to support investment decisions.

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22 Lessons (67m)

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Description & Objectives
1. Business Structures

03:03
2. Private vs. Public Equity

02:29
3. The Issuer's Perspective - Private vs. Public Equity Part 1

03:03
4. The Issuer's Perspective - Private vs. Public Equity Part 2

02:47
5. The IPO Process - Overview

03:51
6. The IPO Process - Bookbuilding, Pricing and Allocation

04:42
7. The IPO Process - Overallotment (Greenshoe) Option

02:37
8. Direct Listing

05:05
9. Common Stock vs. Preferred Stock

04:07
10. Depository Receipts

05:26
11. ADR Workout

03:57
12. The Global Public Equity Market

01:52
13. What is an Equity Index

02:13
14. Equity Index Weightings

04:10
15. Index Workout

02:10
16. Main Global Equity Indexes

02:28
17. Free Float Market Cap

02:56
18. The S&P 500

02:11
19. Key Equity Metrics and Data Points

04:48
20. PE Workout

01:25
21. Market Capitalization Categories

02:51
22. Introduction to Equity Markets Tryout

Prev: Intro to Debt Markets Next: Market Participants Overview

Description

An overview of key equity products and their mechanics. It also introduces the concept of how multiples can be applied to support investment decisions.

Learning Objectives

Identify key equity products.
Recall the role of equity products in financial markets.
Differentiate private and public equity.
Differentiate between ordinary shares and preference shares.

© Financial Edge Training 2025

Topics

Introduction to Finance Accounting Financial Modeling Valuation M&A and Divestitures Private Equity

Venture Capital Project Finance Credit Analysis Transaction Banking Restructuring Capital Markets

Asset Management Risk Management Economics Data Science and System

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CPE

What is CPE?

CPE stands for Continuing Professional Education, by completing learning activities you earn CPE credits to retain your professional credentials. CPE is required for Certified Public Accountants (CPAs). Financial Edge Training is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors.

What are CPE credits?

For self study programs, 1 CPE credit is awarded for every 50 minutes of elearning content, this includes videos, workouts, tryouts, and exams.

CPE Exams

You must complete the CPE exam within 1 year of accessing a related playlist or course to earn CPE credits. To see how long you have left to complete a CPE exam, hover over the locked CPE credits button.

What if I'm not collecting CPE credits?

CPE exams do not count towards your FE certification. You do not need to complete the CPE exam if you are not collecting CPE credits, but you might find it useful for your own revision.

Further Help

Felix How to Guide walks you through the key functions and tools of the learning platform.
Playlists & Tryouts: Playlists are a collection of videos that teach you a specific skill and are tested with a tryout at the end. A tryout is a quiz that tests your knowledge and understanding of what you have just learned.
Exam: If you are collecting CPE points you must pass the relevant CPE exam within 1 year to receive credits.
Glossary: A glossary can be found below each video and provides definitions and explanations for terms and concepts. They are organized alphabetically to make it easy for you to find the term you need.
Search function: Use the Felix search function on the homepage to find content related to what you want to learn. Find related video content, lessons, and questions people have asked on the topic.
Closed Captions & Transcript: Closed captions and transcripts are available on videos. The video transcript can be found next to the closed captions in the video player. The transcript feature allows you to read the transcript of the video and search for key terms within the transcript.
Questions: If you have questions about the course content, you will find a section called Ask a Question underneath each video where you can submit questions to our expert instructor team.