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Home: Credentials: Certificate in Equity Trading and Sales

At CSI, the well-being of our valued learners and staff is our highest priority. Learn more about our response to COVID-19.

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CERTIFICATE IN EQUITY TRADING AND SALES

The Certificate in Equity Trading and Sales provides you with comprehensive knowledge in capital markets, fundamental and technical analysis, and stock exchange rules. Using realistic scenarios, you will learn the role of a trader, the ins and outs of agency trading, proprietary trading, and market making with a foundational understanding of risk-management principles.

YOU WILL DEVELOP

A better understanding of capital markets, the benefits and risks of various investment products Soft skills to advance your customer relationships and sales skills The various types of derivative instruments and how they are priced
How to evaluate investment and trading opportunities Universal market integrity and exchange rules How to maximize compliance and minimize risk
The difference between market makers, agency traders, and propriety traders

LEARNING PATHWAY

CETS Path

NOTICE – 5 YEAR RULE: The educational path must be completed not more than 5 years prior to being granted the certificate. If an individual has exceeded the 5 year time line, completion of the highest level requirement in the educational path (or equivalent) will be required prior to being granted the certificate.

LEADS TO careers SUCH AS:

  • Trader
  • Equity Sales
  • Mutual Fund, Hedge Fund, Pension Fund managers (buyers)
  • Portfolio Manager
  • Investment Representative
  • Analyst
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