Certified Applied Quantitative Finance (Caqf)


This class briefs the participants about equity markets, equity markets instruments and trading these instruments. It is aimed to make the participant understand the role of Buy and sell side participants in markets. The course comprehensively covers types of equity market and how trading takes place in equity market. Equity risk premium and beta calculation is explained with the help of case studies and examples.


On successful completion of the program, you would be awarded the professional certification in “EQUITY MARKET” by Moody’s Analytics and EduEdgePro.


  • Excel models for calculation of equity beta
  • Comprehensively covers equity instruments and their characteristics
  • Exhaustive reading material covering detailed 3 sections outlined below
  • Concise and easy to understand content


  • Structure and methods of raising equity capital
  • Understanding equity instruments such as common, preferred stocks, depository receipts, convertibles
  • Understanding the role of the buy-side and sell-side participants
  • The different types of equity markets
  • Processes involved in trading in equity instruments
  • Case Study Approach with real business situations to enhance understanding


This course is aimed at those who wish to explore aspects of Equity Market to build a career in the below areas:
  • Investment Bankers
  • Equity Analysts
  • M&A Professionals
  • Fund Managers
  • Treasurers and Finance Directors
  • Commercial Bankers
  • Private Equity & Venture
  • Capital Specialists
  • Business Analysts

Fast Facts

  • Certified by : Moody’s Analytics and EduEdgePro
  • Broad Coverage:
  • Introduction to Equity Market
  • Equity Instruments & their characteristics
  • Participants in the Equity Markets
  • Types of Equity Markets
  • Estimating cost of equity
  • Calculation of equity beta
  • Trading of Equity Instruments


    This section introduces equity market to the participant. Basic concept of capital markets is explained. In equity raising money through IPO or privately is an important concept that is explained at length. It also provides a deep understanding of what equity instruments are and how they function.

    Introduction to Equity Market
    • Introduction to Capital Markets
    • Equity Capital Markets
    • Raising Equity Through IPO
    • Raising Equity Through Private Sources
    • Equity buybacks, de-listing and reversion to a ‘private’ company
    Equity Instruments & their characteristics
    • Stock Prices and Corporate Actions
    • Preference Shares
    • Depository Receipts
    • Rights Issues & Warrants
    • Convertibles
    • Equity Structured Products

    Objective of this section is to understand the role of various market participants which include buy side, sell side and market makers. It also explains various types of equity markets like OTC, exchanges, market indices. Global equity markets are also introduced in this section.

    Participants in the Equity Markets
    • Introduction and Role of the Buy Side
    • Buy Side Participants
    • Introduction and Role of Sell Side
    • Services and Participants in the Sell Side
    • Market Makers
    Types of Equity Markets
    • Exchanges and Indices in the Equity Markets
    • Indices and their Roles
    • Understand the difference between exchange and OTC markets
    • Types of weighted index, other indices and global indices
    • Electronic and Hybrid Markets and Order and Quote Driven Markets
    • Global Equity Markets

    This specifically deals with calculation of equity risk premium with real life case studies. It explains concept of equity beta, it’s methods of calculation using spread sheets. Trading in equity markets is also covered in this section. Clearing and settlement of instruments is explained and the concept of trade life cycle is elucidated.

    Estimating cost of equity
    • Estimating risk and return for shares
    • Worked examples – Estimating risk and return for shares using spreadsheet
    • Risk free rate
    • Equity Beta
    • Equity risk premium (ERP)
    • Evaluate – The ways of calculating ERP
    Trading of Equity Instruments
    • Equity Investments and its benefits and risks
    • Stock Quotations
    • Delivery or cash trading
    • Long and short positions
    • Leverage and Margin
    • Investing, trading and hedging
    • Placing Orders-limit orders, stop loss
    • orders and GTD/GTC orders
    • Online and Offline Trading
    • Introduction to Trade Life Cycle
    • Clearing and Settlement


    Let us bring our classes to you! Our in-house training are ideal for groups of 10 or more people. We can provide Off-the-shelf training in the form of our classic courses, or we can provide bespoke training, tailored to your organisational goals and objectives. Please contact us for further details.