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Equity Trading and Settlement Systems

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Equity Trading and Settlement Systems

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Gain insight into a topic and learn the fundamentals.
9 hours to complete
Flexible schedule
Learn at your own pace

Gain insight into a topic and learn the fundamentals.
9 hours to complete
Flexible schedule
Learn at your own pace

What you'll learn

  • Analyze equity trading concepts and evaluate market participants effectively.

  • Apply trading strategies including margin trading, hedging, and short selling.

  • Explain the equity trade lifecycle, clearing, and settlement processes accurately.

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Recently updated!

May 2026

Assessments

16 assignments

Taught in English

Build your subject-matter expertise

This course is part of the Investment Management and Capital Markets Specialization
When you enroll in this course, you'll also be enrolled in this Specialization.
  • Learn new concepts from industry experts
  • Gain a foundational understanding of a subject or tool
  • Develop job-relevant skills with hands-on projects
  • Earn a shareable career certificate

There are 4 modules in this course

Learn how to analyze equity trading concepts, apply trading strategies, and understand the complete lifecycle of equity trades in modern financial markets. This course provides practical skills in stock market operations, trading execution, clearing systems, settlement processes, and market participant analysis.

The course begins with the foundations of equity trading, including stock market structures, types of stocks, and the risk characteristics associated with different market capitalizations. Learners will build a strong understanding of how equity markets function and how traders and investors participate in financial markets. As the course progresses, learners examine core trading strategies and concepts such as margin trading, hedging, short selling, and advanced market positions. The course focuses on practical trading approaches that help market participants manage risk and improve trading effectiveness. Advanced modules focus on market participants and trade execution, including the roles of brokerage firms, investment banks, institutional traders, and exchanges. Learners will understand how orders move through the market, how trades are executed, and how ownership is transferred between participants. The course also provides an in-depth understanding of clearing and settlement systems, including netting processes, institutional trade handling, settlement mechanisms, and operational risks such as settlement failures. What makes this course unique is its end-to-end coverage of equity tradingβ€”from foundational concepts to backend settlement operationsβ€”combined with a strong application-focused approach grounded in real-world market systems. By the end of the course, learners will be able to confidently interpret equity trading processes, apply trading concepts, and understand the operational structure of financial markets.

This module introduces the fundamental concepts of equity trading, including market structure, stock types, and risk characteristics across different market capitalizations, enabling learners to build a strong conceptual foundation for equity markets.

What's included

6 videos4 assignments

6 videosβ€’Total 51 minutes
  • Introduction to Basics of Equity Tradesβ€’6 minutes
  • Equity Tradingβ€’6 minutes
  • Trading on Exchangesβ€’12 minutes
  • Types of Stockβ€’7 minutes
  • Risk In Large Cap Stocksβ€’7 minutes
  • Risk In Mid Cap Stocksβ€’12 minutes
4 assignmentsβ€’Total 60 minutes
  • Graded - Foundations of Equity Tradingβ€’30 minutes
  • Getting Started with Equity Marketsβ€’10 minutes
  • Market Structure & Stock Typesβ€’10 minutes
  • Understanding Risk Across Market Segmentsβ€’10 minutes

This module focuses on essential trading concepts, including margin trading, investment strategies, hedging techniques, and advanced positions, equipping learners with practical tools to navigate equity markets effectively.

What's included

6 videos4 assignments

6 videosβ€’Total 49 minutes
  • Trading Conceptsβ€’10 minutes
  • Marginsβ€’8 minutes
  • Investmentβ€’8 minutes
  • Hedgingβ€’7 minutes
  • Short Positionβ€’9 minutes
  • Role of Investment Banks in Equity Tradesβ€’7 minutes
4 assignmentsβ€’Total 60 minutes
  • Graded - Core Trading Strategies & Conceptsβ€’30 minutes
  • Key Trading Concepts Explainedβ€’10 minutes
  • Investment & Risk Management Techniquesβ€’10 minutes
  • Advanced Trading Positions & Market Playersβ€’10 minutes

This module explores key market participants, including brokerage firms and investment banks, and explains the complete lifecycle of equity trades from order placement to execution and settlement.

What's included

6 videos4 assignments

6 videosβ€’Total 46 minutes
  • Role of Investment Banks in Equity Trades Continuesβ€’8 minutes
  • Brokerage Firmsβ€’7 minutes
  • Sell Sideβ€’7 minutes
  • Life Cycle of Equity Tradesβ€’6 minutes
  • Life Cycle of Equity Trades Continuesβ€’8 minutes
  • Settlementβ€’9 minutes
4 assignmentsβ€’Total 60 minutes
  • Graded - Market Participants & Trade Executionβ€’30 minutes
  • Role of Investment Banks & Brokerage Firmsβ€’10 minutes
  • Understanding the Sell Side & Trade Flowβ€’10 minutes
  • Trade Processing & Settlement Basicsβ€’10 minutes

This module provides an in-depth understanding of post-trade processes, including netting, institutional trades, clearing systems, settlement mechanisms, and the causes of settlement failures.

What's included

7 videos4 assignments

7 videosβ€’Total 57 minutes
  • Netting Facilityβ€’9 minutes
  • Broker to Broker Tradeβ€’7 minutes
  • Institutional Tradesβ€’9 minutes
  • Clearing and Settlements of Equity Tradesβ€’8 minutes
  • Clearing and Settlements of Equity Trades Continuesβ€’9 minutes
  • Transfer of Titleβ€’8 minutes
  • Reasons of Failed Settlementβ€’8 minutes
4 assignmentsβ€’Total 60 minutes
  • Graded - Clearing, Settlement & Trade Completionβ€’30 minutes
  • Netting & Trade Structuresβ€’10 minutes
  • Institutional Trading & Clearing Systemsβ€’10 minutes
  • Final Settlement & Risk Handlingβ€’10 minutes

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Instructor

EDUCBA
1,663 Coursesβ€’338,914 learners

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