Introduction To The World Of Equity Finance

The ultimate course to learn the processes for acquiring equity financing.
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  • Lectures 32
  • Length 2 hours
  • Skill Level All Levels
  • Languages English
  • Includes Lifetime access
    30 day money back guarantee!
    Available on iOS and Android
    Certificate of Completion
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About This Course

Published 12/2015 English

Course Description

Many companies and individuals seeking loans from banks or private lenders can’t meet the rigid collateral requirements imposed by these lenders. They might try asking family and friends for a loan, but that often proves difficult if not impossible. As a result they are forced to seek funding elsewhere.

But where, how and from whom?

The purpose of this course is to introduce you to the world of equity finance. Companies, big, small, established, start-ups and would-be-entrepreneurs from all over the world raise money via this method 24/7. It involves the offer and sale of a portion of your businesses to investors through what are known as securities or stock in the case of a corporation. This is a way in which you can raise enormous amounts of money, often within weeks, even though you are a start up, your business has failed, you lost your job, and you have no credit.

The course details:

  • what you have to do in order to comply with the law before, during and after raising money;
  • the different choices you have through which to raise money; and,
  • how to raise money using one of those choices.

The course can be completed by reading one or more chapters at a time and can then be used as a future reference guide.

No prior experience or formal educational requirements are necessary to understand this course and no training material is required.

What are the requirements?

  • Basic knowledge of entrepreneurship or an idea to form/start a new business

What am I going to get from this course?

  • Plan and raise money for their business or self using Equity Financing
  • The course teaches how a company can be formed and how a company can raise money through equity financing together with rules & regulations in regard thereto.

What is the target audience?

  • The course is especially designed for individuals, small companies, startup companies and companies looking for expansion capital to take advantage of avoiding the time and cost of an initial public offering (“IPO”).

What you get with this course?

Not for you? No problem.
30 day money back guarantee.

Forever yours.
Lifetime access.

Learn on the go.
Desktop, iOS and Android.

Get rewarded.
Certificate of completion.

Curriculum

02:25

Many companies and individuals seeking loans from banks or private lenders do not meet the rigid qualifications imposed by lenders. They might try asking family and friends for a loan, but that often proves difficult if not impossible because more often than not liquidable collateral (easy to liquidate in the event of breach) is required. As a result they are forced to seek funding elsewhere.

The purpose of this course is to introduce you to the world of equity financing. Companies, big, small, established, start-ups and would-be-entrepreneurs from all over the world raise money via this method. This is an area in which you can raise enormous amounts of money, often within weeks, even though your company has failed, you are a startup, and/or you have no credit.

Equity financing involves the offer and sale of a portion of one’s company to investors through what are known as securities or stocks in the case of a corporation. The investors then trade (buy and sell) these securities in what is known as the secondary or aftermarket. This course is devoted to the raising of money by companies, which in turn, trickles down to you personally via salary, dividends, bonuses, etc.

This course shows you:

  • What you have to do in order to comply with the law before, during and after raising money.
  • The different choices you have through which to raise money.
  • How to go about raising money using one of those choices.
Section 1: DEBT VS. EQUITY
01:44

Understand the difference between Debt and Equity. Learn how either one or a combination of both is best for you to raise money for your business (and ultimately yourself), depending upon your circumstances, i.e., are you a startup or do you have an existing business? Understand why equity financing is best for most startups and existing companies that have little or no collateral to support debt financing. Learn the various forms of equity financing and the different types of equity financing that are available

Section 2: FORMING A CORPORATION OR PARTNERSHIP
00:16

A corporation or partnership can easily and inexpensively be formed. You yourself, any lawyer or online service can incorporate you or form a partnership for you in any state you wish.

1 question

QUIZ ON FORMING A CORPORATION OR PARTNERSHIP

00:53

Learn the differences between various types of companies (“C” Corp., “S” Corp., General Partnership, Limited Partnership, Limited Liability Corporation and Limited Liability Partnership) and what type of company is best for your particular circumstances in an equity offering.

04:06

Assuming you choose a corporation in which to raise capital, learn about different types securities (otherwise known as stock of stock in a “C” Corporation or an “S” Corporation) that can be issued to your investors as well as different classes of stock that can be issued.

06:07

Learn how stocks (securities) are bought and sold.

02:38

Stocks are proof of ownership. The value of stocks can change minute to minute. Lean how this process works.

02:34

Stocks trade in various marketplaces. Learn about these marketplaces and how they operate.

1 question

EQUITY FINANCING

Section 3: WAYS TO RAISE MONEY
02:37

Going Public through an Initial Public Offering (“IPO”), is the ultimate way of raising money via an equity offering. Learn the phases of required compliance with federal and state regulatory agencies

02:50

There are pros and cons to Going Public. Learn these differences.

01:13

Raising money through an equity offering of securities requires compliance with federal and state rules and regulations. Blue Sky laws refer to individual State rules and regulations. Learn how the individual states differ in their compliance requirements.

00:21

After money is raised by the issuing company and stock is issued as proof of ownership, learn about where these stocks then be bought and sold?

02:10

Stocks can trade (be bought and sold) on “Listed” trading markets or “Non-Listed” trading markets. Learn the difference.

1 question

A PUBLIC OFFERING OF SECURITIES

Section 4: EXEMPTIONS FROM REGISTRATION TO BECOME A PUBLIC COMPANY
02:48

Doing a Public Offering is extremely costly and time consuming. For start up and existing companies unable to meet the demands of time and money, there are what is known as exemptions from a registered public offering. Learn about these exemptions.

1 question

EXEMPTIONS FROM REGISTRATION

01:53

One of the most popular, but certainly not the only exemption, is known as the Regulation”D” offering. Regulation, or Reg “D”, is emphasized in this course as it is most suitable for start ups and small businesses seeking to raise money with the least amount of cost, time and compliance.

03:14

Learn why and how a Rule 504 of Reg “D” allows a company to raise up to $1,000,000 within a twelve month period, which can be repeated year after year.

01:40

Learn why a Reg “D” Rule 504 “SCOR” offering differs from Rule 504 in that it permits companies to issue immediately free trading stock without certain holding periods imposed on other Reg “D” offerings.

01:47

A Reg “D” Rule 505 allows an issuer to raise up to $5,000,000 within one year, which can be repeated year after year. Aside from the limitation on the amount raised, learn how a Reg “D” Rule 505 offering differs from a Rule 504 or Rule 504 SCOR offering.

07:14

A Reg “D” Rule 506 allows an issuer to raise unlimited amounts of money. Learn why and how a Reg “D” Rule 506 offering differs from Rule 504, Rule 504 SCOR and Rule 505. And, learn why it is now the favorite offering for many issuers.

13:22

Learn how to compare the different Reg “D” offerings so you can choose the one that is best for your company.

01:47

There are many ways to attract investors, depending upon your particular circumstances. Learn how to compare and then choose the way that is best for your company,

08:00

There are many ways to market a Reg “D” offering. Learn the various ways.

Section 5: FUNDING SOURCES
FUNDING SOURCES
12:17
1 question

Quiz about the different funding sources available for startup and existing companies including crowd funding. Also learn about the various programs offered by and through the U.S. Small Business Administration ("SBA") and other agencies.

Section 6: PRIVATE PLACEMENT OFFERING MEMORANDUM (“PPOM”) VS. A BUSINESS PLAN
PRIVATE PLACEMENT OFFERING MEMORANDUM (“PPOM”) VS. A BUSINESS PLAN
04:27
00:54

Selling securities means complying with Federal and State securities laws. Learn about what is required.

10:21

Learn under which rules and regulations can you sell free trading securities and how your investors can resell them.

1 question

Quiz about why Private Placement Offering Memorandum ("PPOM") is very different than a Business Plan and learn why it is so important in raising capital. A PPOM is the document that discloses everything the investor needs to know to make an informed investment decision. That includes the offering structure, the share structure and the required SEC disclosures whereas a Business Plan is usually nothing more than a sales promotion

Section 7: WHAT IS A VENTURE CAPITALIST?
WHAT IS A VENTURE CAPITALIST?
06:05
00:26

Learn the source and structure of a venture capitalist’s funds.

02:54

Learn how a venture capitalist provides financing and most importantly to whom.

02:34

Learn the different stages of financing.

02:22

Aside from venture capitalists, learn about other ways and sources of raising capital.

Section 8: Conclusion
00:49

A reminder of what we have learned and how to use it.

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Instructor Biography

American Financial Services Group "AMFSG," a Corporate Financial Consulting firm specializing in EQUITY FINANCING has its roots dating back to 1959. Its principals have backgrounds in the fields of BUSINESS, LAW, SECURITIES, FINANCE, ACCOUNTING, INSURANCE. TAXATION, PAYROLL ADMINISTRATION AND REAL ESTATE.

AMFSG lectured throughout North America on the subject of EQUITY FINANCING and how you can apply this method of financing to raise huge amounts of money.

Your instructor Harry A. has a Juris Doctor degree in law and an MBA degree in finance. He also has a Bachelor of Science degree in professional accountancy. He received NASD licenses and registration as a General Principal, Financial & Operations Principal, Options Principal, Commodities Trader, Municipal Bond Principal and as an Investment Adviser. Your instructor was also a member of the NASD, SIPC and MSRB and was a Registered Broker/Dealer specializing in underwriting Initial Public Offerings, Private Placements, NASDAQ Market making, Mergers, Acquisitions, Divestitures, Securities Trading and Investment Advisory Services. Additionally, prior to retirement, your instructor held licenses as a New York State Real Estate Broker as well as a New York State Insurance Agent and Broker. Also, before retirement, your instructor served as a CEO, CFO, COO and/or was a director of many public and private companies.

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