How To Become A Stockbroker: Industry Recognised Course

Mastering Stockbroking: A Comprehensive Guide to Financial Markets and Sales

What you'll learn

Market Analysis: Students will be able to analyse and interpret key financial markets and economic indicators, enabling them to make informed decisions

Instrument Knowledge: Students will gain an in-depth understanding of financial instruments and will be able to evaluate their suitability for client portfolios

Policy Impact Awareness: Students will be able to explain the effects of fiscal and monetary policies on financial markets, to adjust strategies accordingly.

Sales and Client Management Skills: allowing students to effectively communicate financial concepts and tailor solutions to meet client needs

Requirements

This course is designed for anyone with a keen appetite for knowledge of financial markets who is considering a career in broking. Whether you're a beginner or looking to deepen your understanding, this program will equip you with the essential skills and insights needed to succeed in the industry.

Description

Unlock the secrets to success in the competitive world of stockbroking with this industry-recognized course. Designed for aspiring and current brokers, this course will equip you with the knowledge and skills needed to excel on the broking floor and beyond.What You’ll Learn:Broking Floor Insights: Understand the expectations, dynamics, and skills required to thrive in a fast-paced trading environment.Global Financial Markets: Explore the key financial markets in the US, UK, and Europe, and how they interconnect to shape the global economy.Financial Products & Instruments: Gain in-depth knowledge of CFDs, Equities, ETFs, Bonds, Forex, and other instruments essential for a stockbroker’s toolkit.Economic Data & Its Importance: Learn how to interpret critical economic indicators and data to make informed market decisions.Understanding Financial Statements & Ratios: Develop the ability to analyse company performance through financial statements and key ratios.Sales Training: Master the art of sales, build relationships with clients, and close deals effectively in the world of finance.Who This Course Is For:Aspiring stockbrokers looking to enter the industry with confidence.Current brokers seeking to deepen their understanding of financial markets and sales techniques.Finance professionals who want to enhance their market knowledge and skills.By the end of this course, you will have the expertise to navigate financial markets, understand complex financial products, analyse key data, and excel in sales. Whether you’re new to the industry or aiming to sharpen your skills, this course will set you on the path to success.

Overview

Section 1: Introduction to the Stockbroker Course

Lecture 1 Introduction

Lecture 2 What is a stockbroker

Lecture 3 Exams

Lecture 4 Key websites to visit

Section 2: Understanding Financial Markets

Lecture 5 FTSE 100

Lecture 6 FTSE 250

Lecture 7 FTSE AIM

Lecture 8 FTSE Small-Cap

Lecture 9 DAX

Lecture 10 S&P 500

Lecture 11 DOW

Lecture 12 Shanghai Composite SSE

Section 3: What Makes financial markets go up and down

Lecture 13 Reasons for Market Movements

Section 4: Initital Public Offering (IPO)

Lecture 14 Introduction to Initial Public Offerings (IPO)

Lecture 15 What to Consider Before Investing In IPOs

Lecture 16 Pros & Cons to Initial Public Offerings

Section 5: Building an Investment portfolio

Lecture 17 Building a Diversified Portfolio

Lecture 18 Portfolio Balancing

Lecture 19 Types of Investors

Lecture 20 Active & Passive Investing

Section 6: Ordinary Shares (Equities)

Lecture 21 Understanding Ordinary Shares

Lecture 22 Dividends

Lecture 23 Rights Issue

Lecture 24 Bonus Issue

Lecture 25 Preferred Shares

Section 7: Contract For Difference (CFDs)

Lecture 26 What is Contract for Difference (CFD)

Lecture 27 What is Leverage & Margin

Lecture 28 Understanding going Long or Short

Lecture 29 Example of CFD Positions

Lecture 30 CFD Trading Strategies

Lecture 31 Pros and Cons to CFD Trading

Section 8: Exchange Trade Funds (ETF)

Lecture 32 What are Exchange Traded Funds (ETFs)

Lecture 33 Passive & Active ETFs

Lecture 34 ETF Providers

Lecture 35 Pros & Cons to Exchange Traded Funds

Lecture 36 Who Invests in ETFs

Section 9: Forex

Lecture 37 Instroduction to Forex

Lecture 38 Major Pairs

Lecture 39 Minor Pairs

Lecture 40 Exotic Pairs

Lecture 41 How Interest Rates Effect Currencies

Lecture 42 Significance of the Dollar

Lecture 43 Example of a Forex Trade

Lecture 44 Currency Market Analysis

Lecture 45 What Factors Strengthen or Weaken Currency

Section 10: Understanding Bonds

Lecture 46 What are Bonds

Lecture 47 Credit Rating Agencies

Lecture 48 Why are Bonds Issued

Lecture 49 What Effects Bond Prices and Yields

Lecture 50 Understanding the UK Bond Market

Section 11: Monetary Policy

Lecture 51 Introduction to Monetary Policy

Lecture 52 Monetary Policy - Interest Rates

Lecture 53 Monetary Policy - Open Market Operations

Lecture 54 Monetary Policy - Reserve Requirements

Lecture 55 Monetary Policy - Quantitative Easing (QE)

Lecture 56 Monetary Policy - Currency Interventions

Lecture 57 Monetary Policy - Inflation Targeting

Lecture 58 Monetary Policy - Lender at Last Resort

Section 12: Fiscal Policy

Lecture 59 Introduction to Fiscal Policy

Lecture 60 Fiscal Policy - Government Spending

Lecture 61 Fiscal Policy - Taxation

Lecture 62 Fiscal Policy - Deficit & Surplus

Lecture 63 Fiscal Policy - Public Debt Management

Lecture 64 Importance of Fiscal Policies for Investors

Section 13: Economic Calendar

Lecture 65 Introduction to the Economic Calendar

Lecture 66 Significance of the Economic Calendar

Lecture 67 The Purchasing Managers Index (PMI)

Lecture 68 Consumer Price Index (CPI)

Lecture 69 Housing Starts & Building Permit Data

Lecture 70 Produce Price Index (PPI)

Lecture 71 Non-Farm Payroll / Employment Data

Lecture 72 Unemployment Claims

Lecture 73 Trade Balance

Lecture 74 Interest Rate Decisions

Lecture 75 Recessions

Section 14: Ratio & Fundamental Analysis

Lecture 76 Introduction to Financial Statement Analysis

Lecture 77 Growth & Value Stocks

Lecture 78 Understanding the Balance Sheet

Lecture 79 Understanding the Income Statement

Lecture 80 Understanding the Cash Flow Statement

Lecture 81 Profitability Ratios

Lecture 82 Liquidity Ratios

Lecture 83 Solvency Ratios

Lecture 84 Investors Ratio

Lecture 85 Pros & Cons of Ratio Analysis

Section 15: Sales Training

Lecture 86 Intro & First Call Training

Lecture 87 Second Call Training

Lecture 88 Questions to Ask Prospects

Lecture 89 Closing Call Training

Lecture 90 Success in Sales

Lecture 91 Objections & Rebuttals - Part 1

Lecture 92 Objections & Rebuttals - Part 2

Lecture 93 Objections & Rebuttals - Part 3

Lecture 94 Objections & Rebuttals - Part 4

Aspiring Brokers: Individuals looking to start a career in broking and gain a solid foundation in financial markets and instruments.,Finance Enthusiasts: Anyone with a strong interest in understanding financial markets, investment strategies, and economic principles.,Career Changers: Professionals from other fields seeking to transition into finance and develop the necessary skills for a successful career in broking.,Students and Graduates: Those studying finance, economics, or business who want to enhance their knowledge and improve their employability in the finance sector.,Investors: Individuals who wish to deepen their understanding of market dynamics and improve their investment decision-making skills.,This course is ideal for anyone motivated to learn and succeed in the dynamic world of finance