Fundamentals of Equities (Coursera)

Offered by Interactive Brokers,
Fundamentals of Equities (Coursera)

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.

Class Deals by MOOC List - Click here and see Coursera's Active Discounts, Deals, and Promo Codes.

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.
Course 1 of 4 in the Practical Guide to Trading Specialization.

What You Will Learn

  • Acquire skills and understanding related to stocks, exchange-traded funds (ETFs), and mutual funds
  • How to perform basic fundamental and technical analyses
  • Learn how to examine investment benefits and risks
  • Gain hands-on know-how through practical demonstrations of certain online trading methods

Syllabus

WEEK 1
Stocks & the Business Cycle
Familiarize yourself with some common terms and concepts surrounding investments, such as capital, types of investors, equilibrium, risks and diversification. Identify the different stages of growth and what happens during each. We'll introduce a couple of tools to improve your grasp of different industries and sectors within the economy. Also, to help you visualize what you have learned about the business cycle.

WEEK 2
Fundamental Analysis
Let’s walk through the basic fundamental accounting concepts covering the Income Statement, Balance Sheet and Statement of Cash Flows. This will be followed by a practical demo of additional fundamental tools.

WEEK 3
Funds
Acquire certain skills and understanding related to mutual funds and ETFs, including how to identify various product types, as well as their benefits and drawbacks. Gain hands-on know-how through a practical demonstration of how to use market scanners an online trading platform.

Go to Class
MOOC List is learner-supported. When you buy through links on our site, we may earn an affiliate commission.

Related Courses

Fundamentals of Diversity, Equity, Inclusion, and Belonging (Coursera) Coursera
Coursera Instructor Network

Fundamentals of Diversity, Equity, Inclusion, and Belonging (Coursera)

“Fundamentals of Diversity, Equity, Inclusion, and Belonging (DEIB)” is an insightful, short-form course designed for beginners interested in starting their DEIB journey in the workplace. As we navigate through increasingly diverse social and professional landscapes, understanding DEIB is no longer optional–it is imperative. This course aims to equip participants with the necessary tools and insights to effectively advocate for DEIB initiatives in professional settings. The course begins by asking participants to craft their own personal DEIB statements, then provides a comprehensive explanation of key DEIB concepts.

Aug 3rd 2026
1 Week
Surviving Disruptive Technologies (On Demand) (Coursera) Coursera
University of Maryland, College Park

Surviving Disruptive Technologies (On Demand) (Coursera)

The purpose of this course is to help individuals and organizations survive when confronted with disruptive technologies that threaten their current way of life. We will look at a general model of survival and use it to analyze companies and industries that have failed or are close to failing. Examples of companies that have not survived include Kodak, a firm over 100 years old, Blockbuster and Borders.

Jul 27th 2026
4 Weeks
Microeconomics: The Power of Markets (Coursera) Coursera
University of Pennsylvania

Microeconomics: The Power of Markets (Coursera)

We make economics decisions every day: what to buy, whether to work or play, what to study. We respond to markets all the time: prices influence our decisions, markets signal where to put effort, they direct firms to produce certain goods over others. Economics is all around us. This course is an introduction to the microeconomic theory of markets: why we have them, how they work, what they accomplish.

Aug 3rd 2026
5-12 Weeks
Investment Management in an Evolving and Volatile World by HEC Paris and AXA Investment Managers (Coursera) Coursera
HEC Paris

Investment Management in an Evolving and Volatile World by HEC Paris and AXA Investment Managers (Coursera)

Have you ever wanted to invest in financial markets, but were always afraid that you didn’t have the proper tools or knowledge to make informed decisions? Have you ever wondered how investment management companies operate and what fund managers do? AXA Investment Managers, in partnership with HEC Paris, will introduce you to the most important ideas and concepts in investment management, to help you better understand your financial future.

Jul 20th 2026
4 Weeks
Analizando las Políticas Económicas (Coursera) Coursera
IE Business School

Analizando las Políticas Económicas (Coursera)

Este curso utiliza un enfoque no técnico para analizar la forma en la que los gobiernos utilizan políticas económicas para influenciar la economía de sus países. Al finalizar el curso el participante hablará con propiedad sobre temas tan importantes como la deuda y el déficit de los países, podrá examinar las políticas fiscales y monetarias así como las reformas estructurales de los países.

Jul 20th 2026
5-12 Weeks
Corporate Finance Essentials (Coursera) Coursera
IESE Business School

Corporate Finance Essentials (Coursera)

Corporate Finance Essentials will enable you to understand key financial issues related to companies, investors, and the interaction between them in the capital markets. By the end of this course you should be able to understand most of what you read in the financial press and use the essential financial vocabulary of companies and finance professionals.

Aug 10th 2026
5-12 Weeks
Municipal Solid Waste Management in Developing Countries (Coursera) Coursera
École Polytechnique Fédérale de Lausanne

Municipal Solid Waste Management in Developing Countries (Coursera)

Have you come across large piles of garbage in neighborhoods and streets, or smelly waste disposal sites polluting the environment of low and middle income countries? Are you also convinced that improvements are necessary and do you want to know what kind of sustainable solutions are appropriate to better manage waste and enhance recycling and recovery? If yes, this course is for you!

Aug 10th 2026
5-12 Weeks
Comprendre l'écologie, pour une économie innovante (Coursera) Coursera
ESCP Europe

Comprendre l'écologie, pour une économie innovante (Coursera)

Conçu conjointement par le think-tank Ecolo-Ethik et ESCP Europe, ce MOOC se propose de vous aider à dépasser les idées reçues sur l’écologie, dans le souci d’une démarche ouverte et multiple. A ce titre, de grands experts reconnus interviendront pour illustrer, approfondir et enrichir les différentes thématiques.

Aug 3rd 2026
5-12 Weeks
Fundamentos de Finanças da Empresa com o 10,000 Women da Goldman Sachs (Coursera) Coursera
Goldman Sachs

Fundamentos de Finanças da Empresa com o 10,000 Women da Goldman Sachs (Coursera)

Este curso online gratuito é um dos 10 cursos disponíveis na coleção 10,000 Women da Goldman Sachs, projetado para empreendedoras prontas para levar seus negócios para o próximo nível. Este curso apresentará a você ao aspecto financeiro da sua empresa e lhe mostrará como usar as demonstrações financeiras para entender e monitorar sua posição financeira e tomar decisões de negócios importantes.

Jul 27th 2026
1 Week
Crédito y cobranza (Coursera) Coursera
Universidad Nacional Autónoma de México

Crédito y cobranza (Coursera)

Este curso, ofrecido por la UNAM, se enfoca en la función crediticia, es decir, la importancia del crédito en el ciclo de los negocios, la determinación de necesidades de un departamento de crédito, las políticas de crédito, análisis de los solicitantes, así como su emisión, y todo lo relacionado con la recuperación de éstos, minimizando en todo momento los riesgos de incobrabilidad.

Jul 27th 2026
5-12 Weeks