Equity Instrument Features

Free CFA Level I lesson in Equity Investments. 14 min read, ~2,143 words.

Common shares: residual claim, variable dividend, voting rights. Preferred shares: fixed dividend, prior claim, usually non-voting. Cumulative preferred: missed dividends accrue and must be paid before common dividends. Non-cumulative: missed dividends are forgone. Participating preferred: extra dividends or liquidation share beyond the fixed amount. Convertible: exchange for common at a...

Read the full lesson, free →
Worked examples, audio narration, and practice. No signup to read.

What this lesson covers

Learning objectives

Browse all free CFA Level I lessons or jump into free CFA Level I practice questions.