Browse WME Course For Financial Planners (WME-FP)

Chapter 20: Equity Securities

In this section

  • Characteristics of Equity Securities
    Explore the key features of equity securities, including common and preferred share structures, dividend considerations, and Canadian regulatory frameworks to guide informed investment decisions.
  • Equity Markets in Canada
    Explore the structure, participants, and regulatory landscape of Canadian equity markets including TSX, TSX Venture, and OTC, emphasizing practical knowledge for wealth managers and financial planners.
  • Introduction to Equity Analysis
    Gain a holistic understanding of the methods and tools used to estimate the fair value of equities in Canadian markets, covering both fundamental and technical analysis techniques.
  • Industry Analysis: Essential Strategies for Canadian Equity Investors
    A comprehensive guide on how to analyze various industries using frameworks like GICS, NAICS, and Porter’s Five Forces, focusing on the Canadian market context.
  • Company Analysis and Equity Valuation
    Discover how to interpret company financials, perform ratio analyses, and apply equity valuation models for more informed decision-making in Canadian wealth management.
  • Technical Analysis of Equity Securities
    Explore how historical price patterns, volume data, and technical indicators guide investment decisions, with a focus on Canadian markets and effective risk management.
  • Equity Strategy
    A comprehensive guide to equity strategies, focusing on growth, value, dividend, sector rotation, and ESG investing in the Canadian market context.