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Corporate Actions

Learn the fundamentals of Corporate Actions using easy-to-understand language and working examples
5.0
5.0/5
(1 reviews)
1 students
Created by

9.9

CourseMarks Score®

10.0

Freshness

10.0

Feedback

9.1

Content

Platform: Udemy
Video: 1h 10m
Language: English
Next start: On Demand

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Detailed Analysis

CourseMarks Score®

9.9 / 10

CourseMarks Score® helps students to find the best classes. We aggregate 18 factors, including freshness, student feedback and content diversity.

Freshness Score

10.0 / 10
This course was last updated on 5/2022.

Course content can become outdated quite quickly. After analysing 71,530 courses, we found that the highest rated courses are updated every year. If a course has not been updated for more than 2 years, you should carefully evaluate the course before enrolling.

Student Feedback

10.0 / 10
We analyzed factors such as the rating (5.0/5) and the ratio between the number of reviews and the number of students, which is a great signal of student commitment.

New courses are hard to evaluate because there are no or just a few student ratings, but Student Feedback Score helps you find great courses even with fewer reviews.

Content Score

9.1 / 10
Video Score: 7.7 / 10
The course includes 1h 10m video content. Courses with more videos usually have a higher average rating. We have found that the sweet spot is 16 hours of video, which is long enough to teach a topic comprehensively, but not overwhelming. Courses over 16 hours of video gets the maximum score.
Detail Score: 10.0 / 10

The top online course contains a detailed description of the course, what you will learn and also a detailed description about the instructor.

Extra Content Score: 9.5 / 10

Tests, exercises, articles and other resources help students to better understand and deepen their understanding of the topic.

This course contains:

0 article.
20 resources.
0 exercise.
0 test.

Table of contents

Description

Course Introduction and Overview

This course is for you if you are you looking for a highly-effective and easy way to understand the fundamentals of Corporate Actions. You will quickly gain a firm grasp of the key concepts and vocabulary around Corporate Actions.
You will also earn a certificate on completion of this course from a recognized Corporate Actions expert.
During the past 25 years Pearse Carney has worked at various organizations such as FIS Gobal, Brown Brothers Harriman, Fidelity Investments (Ireland), SunLife Information Services, Information Mosaic (now IHS Markit), Fidelity Investments (USA) as Principal Systems Analyst (Technology) where he was Project Lead from a Corporate Actions perspective for their T+2 Industry Initiative.
Throughout his career Pearse has gained a deep understanding of Corporate Actions from both an operations as well as a software development perspective. This enables him to bring a unique and distinct approach to delivering a Corporate Actions course.
Whether you are looking to take a Corporate Actins course for professional or personal reasons this course will set you apart from your peers.

How the course is delivered:

We use real World examples of recent Corporate Actions announced by recognizable companies such as Apple Corp, Netflix and Starbucks. Doing so creates relevance and context and helps the learner grasp concepts quicker and with deep meaning.
Each Corporate Action Type is explained as follows:

•Participants are introduced to the objectives of each lecture

•The instructor then explains the background and function of the particular event type in focus. There is an accompanying PDF to this section which the student can download and keep as a handy reference.

•Participants view a short custom video of a real World Corporate Action Event. This sets the stage for the next step.

•The instructor discusses the terms of the event by referencing the company’s own official press releases – typically located in the Investor Relations section on the company’s website.

Of importance and interest here is a discussion on the events critical dates (Ex-date, Record Date etc) and terms such as cash and / or stock rates.

•The instructor the runs through a set of “what if” scenarios to explain how entitlements are calculated. For example we assume you own 100 shares on the events announcement date and then execute a number of trades (buys & Sells) during the events lifecycle. The instructor explains how some of these trades can increase or decrease your entitlement and why they do so.

There is an accompanying PDF to this section which the student can download and keep as a handy reference.

•Each lecture has a minimum of one quiz designed to assess your learning and enhance it further given that each answer (whether correct or incorrect) is explained.

I look forward to seeing you inside!
Best,
Pearse Carney
.

You will learn

✓ Participants will gain a better understanding of the basics of Corporate Actions. These will be demonstrated using some recent real World events.
✓ The differences between various Corporate Actions such as Cash Dividends, Stock Splits, Tender Offers, Reverse Stock Splits, Spin Offs and Rights Offers
✓ You will become proficient at analyzing the terms of a Corporate Action announcement using real World company announcements.
✓ Understand the importance of Critical Dates i.e. Ex-Date, Effective Date, Record & Payable Date.
✓ How entitlements (Cash & Stock) are calculated and how the timing of your trading activity affects your participation in each event.
✓ Why companies undertake various Corporate Actions (Financial Engineering) and demonstrate how the markets typically react
✓ Obtain an overview of market participants and the current landscape today.
✓ Participants will have an opportunity to test their proficiency using quizzes provided within each section.

Requirements

• Absolutely no experience is required. We will start with the basics and gradually build up your knowledge. Everything is in the course.
• A willingness to learn and practice

This course is for

• New entrants to the securities industry who wish to accelerate their understanding of Corporate Actions.
• Existing persons within the securities industry such as Fund Accountants, Business Systems Analysts, Broker/Dealers, Investment Bankers, Settlement & reconciliation staff.
• Finally, anyone who trades and invests and has a general interest in learning more about Corporate Actions.

How much does the Corporate Actions course cost? Is it worth it?

The course costs $14.99. And currently there is a 70% discount on the original price of the course, which was $21. So you save $6 if you enroll the course now.

Does the Corporate Actions course have a money back guarantee or refund policy?

YES, Corporate Actions has a 30-day money back guarantee. The 30-day refund policy is designed to allow students to study without risk.

Are there any SCHOLARSHIPS for this course?

Currently we could not find a scholarship for the Corporate Actions course, but there is a $6 discount from the original price ($21). So the current price is just $14.99.

Who is the instructor? Is Pearse Carney a SCAM or a TRUSTED instructor?

Pearse Carney has created 1 courses that got reviews which are generally positive. Pearse Carney has taught 1 students and received a 5.0 average review out of reviews. Depending on the information available, Pearse Carney is a TRUSTED instructor.
Corporate Actions
For the past 25 years Pearse has worked at various organizations such as FISGobal, Brown Brothers Harriman, Fidelity Investments (Ireland), SunLife Information Services, Information Mosaic (now IHS Markit), Fidelity Investments (USA) as Principal Systems Analyst (Technology) where he was Project Lead from a Corporate Actions perspective for their T+2 Industry Initiative.
Throughout his career Pearse has gained a deep understanding of Corporate Actions from both an operations as we well as a software development perspective which enables him to bring a unique and distinct approach to teaching corporate actions. His expertise crosses many Capital Markets sectors. For the past two decades he has been primarily focusing on Corporate Action related software development projects (system enhancements, new functionality as well as system integrations). Past and current functional roles include amongst others Project Lead & Business Systems Analyst. To Pearse each project is an exciting challenge and opportunity. He incorporates and encourages creativity and problem solving from all sides of the fence (business and technical) to bring strong software solutions to life.Pearse has many success stories delivering Corporate Actions related software projects using the Scrum Framework as well as the traditional Waterfall (SDLC) model approach. He is a certified Scrum Master (CSM) as as well as a certified scrum product owner (CSPO).Pearse graduated from the National University of Ireland, University College Galway, Ireland with a Bachelor of Arts Degree in Economics & Sociology. He also attended Northeastern University – Boston Massachusetts, USA where he earned a Computer Programming Certificate (Systems Analysis Track). In addition Pearse attained CBAP® (Certified Business Analysis Professional) accreditation status from the International Institute of Business Analysis (IIBA) in 2013. He also holds an Advanced Certificate in Global Securities Processing from the Chartered Institute for Securities & Investments.More recently Pearse completed a MIT Professional Education Digital Plus Certificate Program in “Blockchain: Disruptive Technology”.
When asked how to sum up a Corporate Actions professionals workday he responds “It’s Stockbroker stress without the pay”.     

9.9

CourseMarks Score®

10.0

Freshness

10.0

Feedback

9.1

Content

Platform: Udemy
Video: 1h 10m
Language: English
Next start: On Demand

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