Key things to know about IPOs

Overview

This course is designed to help you make a well-informed decision about investing in initial public offerings (IPOs) and determine if it may be an appropriate strategy to align with your investment goals.

Objectives

When you complete this course, you will:

  • Define initial public offering and understand why companies may decide to go public, as well as the steps a company takes leading up to its IPO
  • Be familiar with the contributing factors that determine how shares are allocated, including key details you can readily determine using a deal’s preliminary prospectus
  • Know how to navigate on Fidelity.com to submit, change or delete an indication of interest in an offering
Course Outline
Title Type Highlight
1. The path to an IPO Video
Learn more about what it means to go public and what the process is like.
2. Investing in IPOs and other equity new issue offerings Article
Find out more about how trading IPOs is different from ordinary stock trading.
3. Understanding the IPO share allocation process Article
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You don't know in advance if you'll receive an allocation of IPO shares; explore more about the factors that determine how shares are allocated.

You don't know in advance if you'll receive an allocation of IPO shares; explore more about the... More
4. IPO share allocation: 5 questions you can answer using the preliminary prospectus Infographic
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The Red Herring provides valuable information and can help you answer 5 key questions to better understand how IPO shares are allocated.

The Red Herring provides valuable information and can help you answer 5 key questions to better... More
5. Submitting an indication of interest Video
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See the process to submit an indication of interest online with Fidelity.com and how to stay informed through the process.

See the process to submit an indication of interest online with Fidelity.com and how to stay... More

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55-minute recorded webinar