Corporate Actions in Finance Operations

About this course

Master corporate actions and build real-world finance skills that employers value. Learn how dividends, stock splits, DRIPs, and auctions impact investors and markets. This course provides a complete understanding of corporate action types, including mandatory and voluntary actions, with practical insights into real-world financial operations. You will explore key concepts such as Corporate Actions on Capital (COAC), Dividend Reinvestment Plans (DRIP), and Dutch Auctions, along with their impact on investors and securities. Beyond theory, the course dives into operational challenges faced by custodians and financial advisors, helping you understand how corporate actions are processed in real financial environments. You will also learn proven strategies to overcome these challenges through systems, controls, and best practices. By the end of this course, you will be able to classify corporate actions, analyze their implications, and confidently apply your knowledge in finance, custody operations, and investment roles.