This course focuses on the fundamental principles and techniques of security analysis. The course will deal with the following topics: definition of securities; securities regulations; the investment environment; markets and instruments; macroeconomic and industry analysis; fundamental analysis; technical analysis; equity valuation models; financial statement analysis; derivatives instruments; and special topics.
This course is designed to provide the Participants with the basic principles and techniques of security analysis including securities trading and regulation.
- Upon completion of this course, the Participants are expected to:
- Have a firm grasp on the concepts of securities;
- Be knowledgeable on the different markets and instruments;
- Have a general understanding on securities trading and regulation;
- Be knowledgeable on macroeconomic, industry, fundamental and technical analysis;
- Have a general understanding of equity valuation models and financial statement analysis
- Appreciate other topics related to security analysis.
- Review of the Course
- Setting of expectations
- Preliminary Discussions
Investment Environment, Markets and Instruments
- The Securities and Exchange Commission
- The International Organization of Securities Commissions
- Registration of Securities
- Investor Protection
- Manipulation of Security Prices
- Insider Trading
- White Collar Crimes Related to Securities
Macroeconomic and Industry Analysis
- Global Economy
- Domestic Economy
- Fiscal, Monetary and Supply-Side Policies
- Business Cycle
- Industry Analysis
- Industry Life Cycle
- Industry Structure and Performance
Financial Statement Analysis
- The Major Financial Statements
- Accounting versus Economic Earnings
- Return on Equity
- Ratio Analysis
- Economic Value Added
- Comparability Problems
Who should attend
This course is suitable for security managers/supervisors and personnel, company investigators, human resource professionals, site managers, safety and incident response team members, business owners, and anyone involved in incident management and investigations.
This course uses a variety of methods including case studies, role plays, presentations, videos and group exercises/activities to facilitate the learning process.