Shares - Fundamentals

The training programme is designed for assistants, back office employees, juniors in OPC or PB, persons wishing to enter in bank industry, seeking an overview or refresh on shares.

By the end of this course, you will have analysed and understood the principles and organisation of the stock market:

• The source and evolution of variable income in these securities
• The actors and parties involved
• The basic characteristics of shares (physical presentation, types of shares, shares representing capital or not...) and the regulatory aspects of their issue.
• The different types and categories of equity markets, not forgetting the new market organisations, including the requirements of MIF 2 (MIFIR and MiFID 2).
• The main corporate actions (CAs) in these securities (simple and complex CAs)
• The risks involved in investing in shares
• The rights and responsibilities of shareholders
• The main tools for valuing a share
• The main applications in banking and finance

• The origins of variable income securities
• International development and changes in the stock market
• IMPACT AND LIMITATIONS OF MIFIR AND MIFID I AND II ON MARKET ORGANISATION AND TRANSPARENCY
• bank remuneration
• DESCRIPTION OF  DISINTERMEDIATION
• Types of players and parties involved
• Basic characteristics
• THE DIFFERENT TYPES OF MARKETS AND INDICES
• ORGANISATION OF STOCK MARKET
  • Conditions for listing
  • Flotation procedures
  • Listing
  • Settlement and delivery
• SHARE ISSUES AT INCORPORATION AND REGULATORY ASPECTS
• THE VARIOUS TYPES OF SHARES
• THE MAIN CORPORATE ACTIONS - CAs
  • Capital increase
  • Dividend payment
  • Take-over bid, share exchange, public buy-back offer
• TOPOGRAPHY AND ASSESSMENT OF THE RISKS INVOLVED IN INVESTMENT IN SHARES
• SHAREHOLDER RIGHTS AND OBLIGATIONS
• THE IMPORTANCE OF FINANCIAL INFORMATION
• THE PRINCIPLES AND BASES OF SHARE VALUATION
•  THE BANK'S REMUNERATION

This training is offered in blended-learning, you will receive access to a preparatory course in e-learning 5 days before the course.