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Chapter 20: Equity Securities

In this section

  • Characteristics of Equity Securities
    Explore the essential traits, risks, and benefits of equity securities—covering ownership structure, voting rights, dividend policies, corporate governance, and Canadian-specific tax considerations.
  • Equity Markets
    A comprehensive overview of Canadian equity markets, focusing on the TSX and TSXV, primary and secondary market functions, and best practices for wealth management professionals.
  • Introduction to Equity Analysis: Key Valuation Methods and Metrics
    Comprehensive guide on fundamental and technical equity analysis, risk assessment, and valuation metrics in the Canadian marketplace.
  • Industry Analysis
    Explore how to evaluate industries using Porter’s Five Forces, life cycle insights, and Canadian market factors to guide equity investment decisions.
  • Company Analysis and Equity Valuation
    Learn to analyze companies using financial statements, ratio analysis, and qualitative factors, and explore key valuation models including DCF, DDM, and relative valuation in the Canadian context.
  • Technical Analysis: Key Tools, Indicators, and Strategies for Canadian Markets
    Understand how to interpret market-generated data, identify support and resistance, and apply popular indicators in Canadian equity markets for more informed trading decisions.
  • Equity Strategy in Canada for Sustainable Portfolio Growth
    Discover key equity strategies for Canadian investors, including growth, value, dividend, and index investing, with practical guidance on CIRO regulations, performance metrics, and more.

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CSI / CIRO: CSC (1 & 2), CPH
Wealth: WME (1 & 2)
Mutual Funds: IFC
Portfolio: IMT (1 & 2), PMT, AIS
Derivatives & Options: DFOL
Governance: PDO
LLQP: LIF, A&S, SFA, EPP (CL/Québec) + Comprehensive
FINRA: SIE, 6, 7, 22, 57, 79, 82, 99
NASAA: 63, 65, 66
CFA: L1–L3 (heavy vignettes)
CPA Canada: CFE (D1–D3)
U.S. CPA: AUD modes
PMI: PMP
IT & Cyber: CompTIA A+/Security+, CISSP
Cloud: AWS SAA-C03

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