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Module 2.8 — Overview & Learning Objectives

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Common shares, preferred shares, trusts and funds; dividends, splits and index mechanics; intrinsic value and the KYP obligation.

Learning objectives

By the end of this module, you will be able to:

  • Dmtp Icon ChartpieDescribe the structure, features and risk/return profile of equity securities
  • Dmtp Icon LayersDistinguish between common shares, preferred shares, income trusts and closed-end funds
  • Dmtp Icon CalendarExplain how dividends, stock splits and index membership affect equity prices
  • Dmtp Icon CalculatorApply intrinsic value concepts — P/E and the dividend discount model — to equity analysis
  • Dmtp Icon ClipboardSatisfy the Know Your Product (KYP) obligation for equity securities

How this module runs

Work through the lessons in order. The module closes with a case study, a set of key takeaways, and a five-question knowledge check that must be passed at 80% before the module is marked complete.