Cfa Level 1 Certification - Complete Exam Prep Course Bundle

Pass CFA Level 1 exam at one go. Learn everything from scratch in simple way.

What you'll learn

CFA Level 1 - Latest Updates: Fundamental economic concepts, including microeconomics and macroeconomics. Geopolitics and global affairs.

Globalization archetypes and associated risks. Essential trade principles and regional trade agreements. Introduction to alternative investments

Ethics: Code of Ethics and Professional Standards governing financial professionals. Ethical principles such as independence, objectivity, and loyalty.

Topics related to misconduct, confidentiality, and responsibilities towards clients. Global Investment Performance Standards (GIPS) and compliance

Quantitative Methods & Statistical Concepts: Time value of money principles. Measurement scales and probability concepts.

Probability distributions and sampling techniques. Hypothesis testing and technical analysis methods.

Economics: Demand and supply analysis, market structures, and international trade dynamics. Monetary and fiscal policies, inflation, and business cycles.

National income accounting, market structures, and production theory.

Financial Reporting and Analysis: Financial statement analysis, including interpretation of financial statements and reporting standards.

Inventory valuation methods and revenue recognition principles. Financial reporting frameworks and auditor opinions.

Corporate Finance: Capital budgeting, cost of capital, and capital structure. Working capital management and corporate governance. Strategic asset allocation

Portfolio Management: Portfolio construction principles and asset allocation strategies. Risk-return tradeoffs and risk management techniques.

Equity Investments: Equity markets, securities, and trading mechanisms. Equity valuation methods and industry analysis. Alternative equity securities.

Fixed Income: Bond markets, bond pricing, and yield calculations. Credit analysis techniques and bond valuation methods. Fixed income derivatives

Derivatives: Forward contracts, futures, options, and swaps. Derivative pricing models and risk management techniques. Synthetic options, interest rate.

Alternative Investments: Characteristics, valuation methods, and risk-return profiles of alternative investments. Hedge funds, private equity, commodities.

Role of alternative investments in portfolio diversification and risk management.

Requirements

No prior experience is required to learn from this course. We will start from the very basics. however, if you are appearing for CFA Level 1 exams, there are some requirements. Prerequisites for a CFA Level 1 exam typically includes the followings.

Bachelor's Degree: Candidates must have completed a bachelor's degree or equivalent education, or be in the final year of their bachelor's degree program.

Language Proficiency: A strong command of the English language is necessary, as the CFA exams are conducted in English.

Basic Understanding of Finance and Accounting: While not mandatory, having some background knowledge in finance and accounting concepts can be beneficial for comprehending the CFA curriculum.

Commitment to Study: The CFA exams are rigorous, requiring significant time and effort for preparation. Candidates should be prepared to dedicate ample time to studying and reviewing the material.

Registration with CFA Institute: Candidates must be registered with the CFA Institute and meet their eligibility requirements before enrolling in a prep course.

Access to Study Materials: It's helpful to have access to official CFA curriculum materials, as well as supplementary study guides and resources provided by prep course providers.

Strong Work Ethic and Discipline: Success in the CFA exams requires discipline, determination, and a structured study plan. Candidates should be prepared to commit to a rigorous study schedule leading up to the exam date.

Description

In this prep course, we will be learning as per the followings:Section 1: CFA Level 1 - Latest UpdatesIn this section, students will delve into the latest updates in the field of finance as per the CFA Level 1 curriculum. It begins with an exploration of fundamental economic concepts, including microeconomics and macroeconomics. The subsequent lectures focus on geopolitics, elucidating the roles and interactions of various actors in global affairs, as well as cooperation mechanisms between them. The section further delves into globalization archetypes, evaluating the associated risks, and understanding essential trade principles such as trade advantages, models, restrictions, and their effects on economies. Moreover, students will learn about regional trade agreements and the intricacies of balance of payments. Lastly, the section concludes with an introduction to alternative investments, encompassing various asset classes and their characteristics.Section 2: EthicsEthics plays a pivotal role in the finance industry, and this section underscores its significance. Students will learn about the Code of Ethics and Professional Standards governing the conduct of financial professionals. Various ethical principles, including independence, objectivity, and loyalty, are explored in detail. Additionally, the section covers topics such as misconduct, confidentiality, and responsibilities towards clients. Furthermore, students will delve into the Global Investment Performance Standards (GIPS) and the importance of compliance with ethical standards in financial practice.Section 3: Quantitative Methods & Statistical ConceptsQuantitative methods form the foundation of financial analysis, and this section provides a comprehensive understanding of statistical concepts essential for financial professionals. Beginning with time value of money principles, students progress through various statistical tools such as measurement scales, probability concepts, and probability distributions. Additionally, the section covers sampling techniques, hypothesis testing, and technical analysis methods. Students gain proficiency in analyzing financial data and making informed decisions using quantitative techniques.Section 4: EconomicsEconomics is integral to understanding financial markets and decision-making processes. This section delves into demand and supply analysis, market structures, and international trade dynamics. Students learn about monetary and fiscal policies, inflation, business cycles, and factors influencing price levels. Moreover, the section explores national income accounting, market structures, and production theory. Students gain insights into the functioning of markets, economic indicators, and policy implications on economic growth and stability.Section 5: Financial Reporting and AnalysisFinancial reporting and analysis are essential skills for financial professionals, and this section equips students with the necessary knowledge and tools. Beginning with an introduction to financial statement analysis, students progress through understanding financial statements, auditor opinions, and reporting standards such as IFRS and US-GAAP. The section further covers inventory valuation methods, revenue recognition principles, and financial reporting frameworks. Students learn to interpret financial statements, assess company performance, and make informed investment decisions based on financial analysis.Section 6: Corporate FinanceCorporate finance principles are crucial for understanding organizational decision-making and value creation. This section covers topics such as capital budgeting, cost of capital, capital structure, and dividend policy. Students learn about working capital management, corporate governance, and performance evaluation techniques. Additionally, the section explores strategic asset allocation, portfolio planning, and construction principles. Through case studies and practical examples, students develop skills in financial decision-making and optimizing corporate resources.Section 7: Portfolio ManagementPortfolio management is central to investment strategy and wealth management. In this section, students learn about portfolio construction principles, risk-return tradeoffs, and asset allocation strategies. The section covers various portfolio management techniques, including diversification, asset pricing models, and efficient market hypotheses. Students gain insights into risk management, performance evaluation, and ethical considerations in portfolio management. Additionally, the section explores alternative investment strategies, such as hedge funds and private equity, providing students with a comprehensive understanding of portfolio management practices.Section 8: Equity InvestmentsEquity investments are fundamental to investment portfolios, and this section provides an in-depth analysis of equity markets and securities. Students learn about market structures, financial intermediaries, and trading mechanisms. The section covers equity valuation methods, industry and company analysis, and stock valuation models. Additionally, students explore alternative equity securities such as preferred stock, private equity, and depository receipts. Through case studies and practical examples, students develop skills in equity analysis and investment decision-making.Section 9: Fixed IncomeFixed income securities are essential components of investment portfolios, and this section provides a comprehensive understanding of bond markets and instruments. Students learn about bond pricing, yield calculations, and interest rate risk management. The section covers various bond classifications, credit analysis techniques, and bond valuation methods. Additionally, students explore fixed income derivatives, including forward contracts, futures, options, and swaps. Through hands-on exercises and simulations, students develop proficiency in fixed income analysis and portfolio management.Section 10: DerivativesDerivatives play a crucial role in risk management and hedging strategies, and this section explores their intricacies. Students learn about forward contracts, futures, options, and swaps, including their pricing models and applications. The section covers risk management techniques, such as margin calculations, and strategies for terminating derivative positions. Additionally, students explore synthetic options, interest rate derivatives, and exotic derivatives. Through case studies and simulations, students develop skills in derivative pricing, risk assessment, and portfolio optimization.Section 11: Alternative InvestmentsAlternative investments offer diversification opportunities beyond traditional asset classes, and this section provides insights into their characteristics and valuation. Students learn about hedge funds, private equity, commodities, and real estate investments. The section covers valuation methods, risk-return profiles, and exit strategies for alternative investments. Additionally, students explore the role of alternative investments in portfolio diversification and risk management. Through case studies and practical examples, students develop skills in evaluating and incorporating alternative investments into investment portfolios.ABOUT CFA LEVEL 1 EXAMWhat is CFA Level 1?CFA Level 1 refers to the first level of the Chartered Financial Analyst (CFA) program, which is a globally recognized professional credential offered by the CFA Institute. The CFA program is designed to provide a strong foundation in investment analysis and portfolio management.CFA Level 1 covers a broad range of topics including ethics, quantitative methods, economics, financial reporting and analysis, corporate finance, equity investments, fixed income, derivatives, and alternative investments. Passing the Level 1 exam is the first step towards earning the CFA charter.The Level 1 exam consists of multiple-choice questions and is offered twice a year, typically in June and December. It is considered challenging and requires significant preparation. Upon passing Level 1, candidates can proceed to Level 2 and Level 3 exams to complete the CFA program.Who are Chartered Financial Analysts?Chartered Financial Analysts (CFAs) are finance professionals who have completed the rigorous requirements of the CFA program and earned the CFA charter, which is awarded by the CFA Institute. CFAs are widely regarded for their expertise in investment analysis, portfolio management, and other aspects of financial analysis.To become a CFA charterholder, candidates must typically meet the following requirements:Education: Hold a bachelor's degree from an accredited institution or have equivalent education or work experience.Passing the CFA Exams: Successfully pass all three levels of the CFA exams (Level 1, Level 2, and Level 3). Each level covers various topics related to finance, economics, investment analysis, and ethics.Relevant Work Experience: Have at least four years of qualified work experience in the investment decision-making process or a combination of education and work experience totaling four years.Adherence to the CFA Institute's Code of Ethics and Standards of Professional Conduct: Agree to abide by the CFA Institute's Code of Ethics and Standards of Professional Conduct, which emphasize integrity, professionalism, and ethical behavior in the finance industry.CFAs often work in roles such as portfolio managers, research analysts, investment advisors, risk managers, and financial consultants. They are sought after for their deep understanding of financial markets, quantitative analysis skills, and commitment to ethical standards.CFA level 1 examThe CFA Level 1 exam is the first of three exams required to earn the Chartered Financial Analyst (CFA) designation. Here's some detailed information about the CFA Level 1 exam:Format: The Level 1 exam consists of multiple-choice questions divided into two sessions, each lasting 3 hours. There are 240 questions in total, 120 questions in each session. The exam is offered in English.Topics Covered: CFA Level 1 exam is divided into 10 topic areas, with each area having a different weight in terms of the percentage of questions in the exam. The approximate weightings for each topic area are as follows:Ethical and Professional Standards: 15%Quantitative Methods: 10%Economics: 10%Financial Reporting and Analysis: 15%Corporate Finance: 10%Equity Investments: 11%Fixed Income: 11%Derivatives: 6%Alternative Investments: 6%Portfolio Management and Wealth Planning: 6%Please note that these weightings can vary slightly from one exam administration to another, but they generally remain consistent within a reasonable range. It's important for candidates to review the most up-to-date information provided by the CFA Institute when preparing for the exam.Question Types: All questions on the Level 1 exam are multiple-choice questions, with three answer choices per question.Exam Dates: The Level 1 exam is typically offered twice a year, in June and December.Passing Score: The passing score for the Level 1 exam is not predetermined but is set by the CFA Institute each year after considering factors such as the difficulty of the exam.Preparation: Candidates often spend months preparing for the Level 1 exam, using study materials provided by the CFA Institute, as well as third-party study guides and practice exams.Registration: To register for the exam, candidates must meet the eligibility requirements set by the CFA Institute, including having a bachelor's degree (or equivalent) or being in the final year of their bachelor's program, and having a valid international passport.Passing the Level 1 exam is the first step toward earning the CFA charter. After passing Level 1, candidates can proceed to Level 2 and Level 3 exams, which are offered annually. Successful completion of all three levels, along with meeting the work experience requirement and adhering to the CFA Institute's Code of Ethics and Standards of Professional Conduct, leads to the awarding of the CFA charter.About CFA Level 1 SyllabusThe CFA Level 1 syllabus covers a wide range of topics related to investment management, financial analysis, and ethics. Here's an overview of the syllabus topics:Ethical and Professional Standards: This section covers ethical and professional standards in the investment industry, including the CFA Institute's Code of Ethics and Standards of Professional Conduct. Candidates are expected to understand ethical principles and apply them in various scenarios.Quantitative Methods: This section covers basic statistical and mathematical concepts used in investment analysis, such as probability theory, time value of money, hypothesis testing, and regression analysis.Economics: This section covers microeconomics and macroeconomics principles, including supply and demand analysis, market structures, fiscal and monetary policy, and international trade.Financial Reporting and Analysis: This section focuses on understanding financial statements, including balance sheets, income statements, and cash flow statements. Candidates learn to analyze financial ratios and evaluate a company's financial performance.Corporate Finance: This section covers topics related to corporate financing decisions, capital budgeting, cost of capital, and capital structure.Equity Investments: This section covers equity securities, equity markets, and fundamental equity analysis techniques.Fixed Income: This section covers fixed income securities, bond markets, yield curve analysis, and valuation techniques.Derivatives: This section covers derivatives markets, forward contracts, futures contracts, options, and swaps.Alternative Investments: This section covers alternative investment strategies, including hedge funds, private equity, real estate, and commodities.Portfolio Management and Wealth Planning: This section covers portfolio management techniques, asset allocation, portfolio construction, and wealth planning strategies.CFA Institute provides its own official curriculum materials, including textbooks and practice questions, which are specifically designed to align with the exam syllabus. Many candidates find these materials invaluable for exam preparation.Benefits of CFA certificationEarning the Chartered Financial Analyst (CFA) certification can offer numerous benefits to finance professionals, including:Global Recognition: The CFA designation is globally recognized and respected in the finance industry. It demonstrates a high level of expertise and commitment to ethical standards, which can enhance career opportunities worldwide.Career Advancement: The CFA certification can open doors to new career opportunities and advancement within the finance industry. It is particularly valued for roles in investment management, research analysis, portfolio management, and wealth advisory.Knowledge and Skills: The CFA program covers a comprehensive range of topics related to investment analysis, portfolio management, economics, ethics, and financial reporting. Earning the CFA designation signifies a deep understanding of these areas and the ability to apply complex financial concepts in real-world situations.Professional Network: Joining the CFA community provides access to a vast network of finance professionals, including CFA charterholders, candidates, and members of the CFA Institute. Networking opportunities can lead to valuable connections, mentorship, and career support.Ethical Standards: The CFA Institute places a strong emphasis on ethical conduct and professionalism. By earning the CFA designation, professionals demonstrate their commitment to upholding the highest ethical standards in the finance industry, which can enhance trust and credibility with clients and employers.Career Flexibility: The skills and knowledge gained through the CFA program are highly transferable across various sectors of the finance industry, including asset management, investment banking, corporate finance, consulting, and risk management. This versatility provides professionals with flexibility in their career paths.Salary Potential: CFA charterholders often command higher salaries compared to their non-certified counterparts, particularly in roles that require advanced financial expertise and decision-making responsibilities.Continuous Learning and Professional Development: Maintaining the CFA designation requires ongoing commitment to continuing education and professional development. CFA charterholders must adhere to the CFA Institute's Code of Ethics and Standards of Professional Conduct, which fosters a culture of lifelong learning and growth.Overall, the CFA certification is highly regarded within the finance industry and can significantly enhance both career opportunities and professional credibility for individuals seeking to advance their careers in investment management and related fields.Scope of CFA certificationThe scope of the Chartered Financial Analyst (CFA) certification is broad and encompasses various aspects of the finance industry. Here are some key areas where the CFA certification holds significance:Investment Management: The CFA program is specifically designed to equip professionals with the knowledge and skills needed for investment management roles. This includes portfolio management, asset allocation, security analysis, and risk management. CFA charterholders are well-prepared to make informed investment decisions on behalf of clients, institutions, or funds.Financial Analysis and Research: CFA charterholders possess advanced analytical skills and are adept at conducting in-depth financial analysis. They can evaluate financial statements, assess company performance, and identify investment opportunities. Many CFA charterholders work as research analysts, providing valuable insights to investors and decision-makers.Wealth Management and Financial Advisory: CFA charterholders are well-suited for roles in wealth management and financial advisory services. They can help individuals and institutions develop investment strategies, manage their portfolios, and achieve their financial goals. CFA expertise is particularly valuable in advising high-net-worth clients and institutional investors.Risk Management: With a strong foundation in risk management principles, CFA charterholders are equipped to identify, measure, and mitigate various types of financial risk. They can assess market risk, credit risk, liquidity risk, and operational risk, helping organizations make informed risk-return trade-offs in their investment decisions.Corporate Finance: CFA certification provides professionals with a comprehensive understanding of corporate finance principles, including capital budgeting, cost of capital, capital structure, and corporate governance. CFA charterholders can contribute valuable insights to corporate finance departments, investment banks, and financial advisory firms.Alternative Investments: The CFA curriculum covers alternative investment strategies such as private equity, hedge funds, real estate, and commodities. CFA charterholders are equipped to analyze and evaluate alternative investment opportunities, diversifying portfolios and enhancing risk-adjusted returns.Regulatory Compliance and Ethics: Ethics and professionalism are integral components of the CFA curriculum. CFA charterholders are trained to adhere to the highest ethical standards in their professional conduct. This expertise is particularly valuable in regulatory compliance roles within the finance industry.Career Mobility and Versatility: The CFA certification offers professionals flexibility and mobility within the finance industry. CFA charterholders can pursue diverse career paths across asset management, investment banking, consulting, risk management, and corporate finance, leveraging their versatile skill set and expertise.Overall, the scope of the CFA certification extends across various sectors of the finance industry, providing professionals with the knowledge, skills, and credibility to excel in their careers and make meaningful contributions to the field of finance.Prospects of CFAThe prospects of obtaining a Chartered Financial Analyst (CFA) designation are promising for several reasons:Global Recognition: The CFA designation is highly respected and recognized worldwide in the finance industry. It serves as a benchmark of excellence and demonstrates proficiency in investment management and financial analysis. This global recognition opens up career opportunities in various countries and regions.Career Advancement: Earning the CFA designation can significantly enhance career advancement prospects. Many employers in investment management, asset management, wealth management, and other sectors of finance prefer candidates with the CFA designation for roles such as portfolio managers, research analysts, financial advisors, and risk managers.Higher Earning Potential: CFA charterholders often command higher salaries compared to non-charterholders in similar roles. According to surveys conducted by the CFA Institute, CFA charterholders tend to earn a premium over their peers, especially as they progress in their careers and assume more senior positions.Versatility and Mobility: The CFA designation equips professionals with a versatile skill set that is applicable across various sectors of the finance industry. CFA charterholders can pursue diverse career paths, including asset management, investment banking, corporate finance, consulting, and risk management. This versatility provides greater flexibility and mobility in the job market.Continuous Learning and Professional Development: Maintaining the CFA designation requires ongoing commitment to continuing education and professional development. CFA charterholders must adhere to the CFA Institute's Code of Ethics and Standards of Professional Conduct and fulfill annual continuing education requirements. This commitment to lifelong learning helps charterholders stay updated with industry trends and enhances their professional expertise.Networking Opportunities: Joining the CFA community provides access to a vast network of finance professionals, including fellow charterholders, candidates, and members of the CFA Institute. Networking opportunities through local CFA societies, events, and online forums can lead to valuable connections, mentorship, and career support.Global Financial Industry Trends: As the finance industry continues to evolve and globalize, the demand for skilled professionals with expertise in investment management and financial analysis remains strong. The CFA designation positions individuals well to capitalize on emerging opportunities and navigate changes in the financial landscape.Overall, the prospects of obtaining a CFA designation are promising for individuals seeking to advance their careers in the finance industry. The combination of global recognition, career advancement opportunities, higher earning potential, versatility, and commitment to professional development makes the CFA designation a valuable asset for finance professionals.

Overview

Section 1: CFA Level 1 - Latest Updates

Lecture 1 Introduction to Economics

Lecture 2 Actors in Geopolitics

Lecture 3 Cooperation Between Actors

Lecture 4 Archetypes of Globalization

Lecture 5 Evaluating Geopolitical Risk

Lecture 6 Important Terms

Lecture 7 Trade Advantages

Lecture 8 Trade Models

Lecture 9 Trade Restrictions

Lecture 10 Effects of Trades and Quotas

Lecture 11 Regional Trade Agreements

Lecture 12 Balance of Payment

Lecture 13 International Bodies

Lecture 14 Introduction to Alternative Investments

Lecture 15 Characteristics Part 1

Lecture 16 Characteristics Part 2

Lecture 17 Characteristics Part 3

Lecture 18 AI Categories

Lecture 19 Ownership

Lecture 20 Fee Structure

Lecture 21 Fee Structure Continued

Lecture 22 Performance Appraisal

Lecture 23 Performance Appraisal Continued

Lecture 24 Performance Measures

Lecture 25 Company Growth Phases

Lecture 26 Private Capital Providers

Lecture 27 Private Capital Providers Continued

Lecture 28 Real Estate and Infrastructure

Lecture 29 Commodities

Lecture 30 Hedge Funds

Lecture 31 Hedge Funds Continued

Lecture 32 Introduction to Corporate Issuers

Lecture 33 Corporate Structures

Lecture 34 Capital Structures

Lecture 35 Stakeholder Theory

Lecture 36 Stakeholder Mechanisms

Lecture 37 ESG Investing

Lecture 38 Business Model

Lecture 39 Pricing

Lecture 40 Pricing Continued

Lecture 41 Porter Model

Lecture 42 Business Risks

Lecture 43 Capital Allocation Process

Lecture 44 Principals of Capital Allocation

Lecture 45 Principals of Capital Allocation Continued

Lecture 46 Project Evaluation

Lecture 47 Capital Allocation Pitfalls

Lecture 48 Real Options

Lecture 49 Sources of Capital

Lecture 50 Sources of Capital Continued

Lecture 51 Measure of Liquidity

Lecture 52 WACC

Lecture 53 WACC Continued

Lecture 54 Factors Affecting Capital Structure

Lecture 55 MM Part 1

Lecture 56 MM Part 2

Lecture 57 Static Trade off Theory

Lecture 58 Capital Structure Decisions

Lecture 59 Stakeholder Views

Lecture 60 Degree of Operating Leverage

Lecture 61 Degree of Total Leverage

Lecture 62 Degree of Total Leverage Continued

Lecture 63 Contribution Margin and Breakeven

Section 2: Ethics

Lecture 64 Ethics - Code of Ethics and Professional Standards

Lecture 65 Professional Standard

Lecture 66 1B-Independence and Objectivity

Lecture 67 Misconduct

Lecture 68 2A-Material Non -Public Information

Lecture 69 3A-Loyaty Prudence and Care

Lecture 70 Client Aproval

Lecture 71 3C-Suitability

Lecture 72 3E-Presevation of Confedentiality

Lecture 73 4C-Responsibility of Supervisors

Lecture 74 5B-Communication with Clients and Prospective Clients

Lecture 75 6A-Disclosure of Conflicts

Lecture 76 7A-Responsibility as A CFA Member Candidate

Lecture 77 Global Investment Performance Standard

Lecture 78 Composite Construction and Purpose

Lecture 79 Purpose of Verification

Lecture 80 Objective of Gips

Lecture 81 Gips Compliant Firm Responsibilities

Lecture 82 Major Sections of Gips

Section 3: Quantitative Methods & Statistical Concepts

Lecture 83 Time Value of Money

Lecture 84 Effective Annual Yield

Lecture 85 Future Value of A Single Sum

Lecture 86 Future Value of an Ordinary Annuity

Lecture 87 Retirement Savings Problem

Lecture 88 Discounted Cash Flow Applications

Lecture 89 Holding Period Return

Lecture 90 Time Weighted Return

Lecture 91 Bond Discount Yield

Lecture 92 Yield Example

Lecture 93 Statistical Concepts and Market Return

Lecture 94 Measurement Scales

Lecture 95 Histogram

Lecture 96 Geometric Mean Example

Lecture 97 Harmonic Mean

Lecture 98 Portfolio Returns Example

Lecture 99 Quantiles

Lecture 100 Sample Variance and Standard Deviation

Lecture 101 Coefficient of Variation

Lecture 102 Positive Skew = Right Skew

Lecture 103 Probability Concepts

Lecture 104 ODDS for and Against

Lecture 105 Total Probability

Lecture 106 Joint Probability

Lecture 107 Joint Probability of a Number of Independent Events

Lecture 108 Probability Tree

Lecture 109 Covariance

Lecture 110 Portfolio Expected Returns

Lecture 111 Bayes Formula

Lecture 112 Discrete and Continuous Probability Distribution

Lecture 113 Cumulative Distribution Function (CDF)

Lecture 114 Discrete Uniform

Lecture 115 Binomial Tree

Lecture 116 Tracking Error

Lecture 117 Standard Normal Distribution

Lecture 118 Continuous Compounding

Lecture 119 Sampling and Estimation

Lecture 120 Stratified Random Sampling

Lecture 121 Time Series vs Cross Sectional

Lecture 122 T - Distribution and Degrees of Freedom

Lecture 123 Sample Size Issues

Lecture 124 Desired Estimator Properties

Lecture 125 Technical Analysis

Lecture 126 Technical Analysis Chart

Lecture 127 Support and Resistance

Lecture 128 Common Chart Patters

Lecture 129 Bollinger Bands

Lecture 130 Sentiment Indicators

Lecture 131 Elliot Wave

Lecture 132 Hypothesis Testing

Lecture 133 Test Statistic and Critical Values

Lecture 134 One Tailed Test

Lecture 135 P Value

Lecture 136 Example

Lecture 137 Test Statistic - Variance

Section 4: Economics

Lecture 138 Aggregating Demand Supply Curves

Lecture 139 Demand and Supply Functions

Lecture 140 Introduction of Types of Markets

Lecture 141 Price Bubbles

Lecture 142 Calculation of Equilibrium

Lecture 143 Shifts and Movements

Lecture 144 Continue on Shifts and Movements

Lecture 145 Stable and Unstable Equilibrium

Lecture 146 About Auctions

Lecture 147 Demand and Supply Analysis

Lecture 148 Indifference Curve

Lecture 149 Consumer's Equilibrium Bundle

Lecture 150 Currency Exchange Rates

Lecture 151 Market Participants

Lecture 152 Cross Rates

Lecture 153 Exchange Rate Regimes

Lecture 154 Exchange Rates and Trade Deficit

Lecture 155 International Trade and Capital Flows

Lecture 156 Trade Restrictions

Lecture 157 Monetary and Fiscal Policy

Lecture 158 Definitions of Money

Lecture 159 Equilibrium in the Money Market

Lecture 160 Objectives of Central Banks

Lecture 161 Characteristics of Central Banks

Lecture 162 Monetary Policy Transmission

Lecture 163 Neutral Interest Rate

Lecture 164 Fiscal Policy - Objectives and Tools

Lecture 165 Fiscal Multiplier

Lecture 166 Fiscal Policy Lag

Lecture 167 Understanding Business Cycles

Lecture 168 Business Cycle Theories

Lecture 169 Inflation Disinflation and Deflation

Lecture 170 Headlines and Core Inflation

Lecture 171 Factors Affecting Price Levels

Lecture 172 Leading Coincident and Lagging Indicators

Lecture 173 GDP - National Income

Lecture 174 National Income

Lecture 175 National Income - Saving IS Curve

Lecture 176 Aggregate Supply and Demand

Lecture 177 Source of Economic Growth

Lecture 178 Characteristics of Market Structures

Lecture 179 Perfect Competition

Lecture 180 Monopolistic Competition

Lecture 181 Efficiency of Monopolistic Competition

Lecture 182 Oligopoly and Cournot Model

Lecture 183 Prisoners Dilemma

Lecture 184 Natural Monopolies

Lecture 185 Firms Supply Function

Lecture 186 Demand & Supply Analysis - The Firm

Lecture 187 Factors of Production

Lecture 188 Cost per Unit of Output

Lecture 189 Profit Maximization - Perfect Competition

Lecture 190 Decreasing Increasing Cost Industry

Lecture 191 Consumer and Producer Surplus

Lecture 192 Price Floor

Lecture 193 Elasticity

Section 5: Financial Reporting and Analysis

Lecture 194 Intro to Updates CFA Level 1

Lecture 195 Intro to Financial Statement Analysis

Lecture 196 Financial Statement Role

Lecture 197 Financial Statement Role Continue

Lecture 198 Management Discuss and Analysis

Lecture 199 Standard Auditors Opinion

Lecture 200 Annual Statement

Lecture 201 FRA Reading 22

Lecture 202 Standards overview Part 1

Lecture 203 Standards overview Part 2

Lecture 204 Standards overview Part 3

Lecture 205 Standards overview Part 4

Lecture 206 IFRS and US-Gap

Lecture 207 Qualitative Characteristics

Lecture 208 General Requirement of FS Under IFRS

Lecture 209 Feature of these Statement

Lecture 210 Financial Reporting Framework

Lecture 211 Differing Financial Reporting System

Lecture 212 Cost Flow Methods Part 1

Lecture 213 Cost Flow Methods Part 2

Lecture 214 Cost Flow Methods Part 3

Lecture 215 Cost Flow Methods Part 4

Lecture 216 Cost Flow Methods Part 5

Lecture 217 Cost Flow Methods Part 6

Lecture 218 Cost Flow Methods Part 7

Lecture 219 Introduction to Inventories

Lecture 220 Inventory Systems Part 1

Lecture 221 Inventory Systems Part 2

Lecture 222 Inventory Systems Part 3

Lecture 223 Conversion of LIFO to FIF Part 1

Lecture 224 Conversion of LIFO to FIF Part 2

Lecture 225 Conversion of LIFO to FIFO Live Example

Lecture 226 Conversion of LIFO to FIFO Live Example Continue

Lecture 227 LIFO Liquidation

Lecture 228 LIFO Liquidation Continue

Lecture 229 Inventory Valuation Part 1

Lecture 230 Inventory Valuation Part 2

Lecture 231 Inventory Valuation Part 3

Lecture 232 Inventory Valuation Part 4

Lecture 233 Inventory Valuation Part 5

Lecture 234 Inventory Valuation Example

Lecture 235 Inventory Valuation Example Continue

Lecture 236 More on Inventory Valuation Example

Section 6: Corporate Finance

Lecture 237 Capital Budgeting

Lecture 238 Principles of Capital Budgeting

Lecture 239 Internal Rate of Return

Lecture 240 Discount Cash Flow

Lecture 241 IRR vs. NPV Project Rankings

Lecture 242 Cost of Capital

Lecture 243 Target (Optimal) Capital Structure

Lecture 244 Roll of Wacc - Mcc to Find NPV

Lecture 245 Cost of Capital for A Project

Lecture 246 Country Risk Premium

Lecture 247 Measure of Leverage

Lecture 248 Degree of Financial Leverage

Lecture 249 Firm Charecteristics and Leverage

Lecture 250 Dividends and Share Repurchases Basics

Lecture 251 Stock Dividends Stock Splits

Lecture 252 Dividend Payment Procedure

Lecture 253 Share Repurchase with Borrowed Funds

Lecture 254 Share Repurchase vs Cash Dividend

Lecture 255 Working Capital Management

Lecture 256 Liquidity Ratios

Lecture 257 Managing Net Daily Cash

Lecture 258 Cash Management and IPS

Lecture 259 Evaluating Performance

Lecture 260 What is Corporate Governance

Lecture 261 Code of Ethics

Section 7: Portfolio Management

Lecture 262 Portfolio Basis for Endowments

Lecture 263 Portfolio Basis of Banks

Lecture 264 Portfolio Management Process

Lecture 265 Pooled Investment

Lecture 266 Exchange Traded Fund

Lecture 267 Risk Aversion

Lecture 268 Correlation and Risk Return

Lecture 269 Return Measures

Lecture 270 Money Weighted Return - Problem

Lecture 271 Minimum Variance Frontier and Efficient Frontier

Lecture 272 Indifference Curves

Lecture 273 Destinations

Lecture 274 Mean Variance and Covariance

Lecture 275 Return Generating Models

Lecture 276 Combining Risky and Risk Free Asset

Lecture 277 CAL CML Systematic and Unsystematic Risk

Lecture 278 Assumptions of Capital Market Theory

Lecture 279 Other Ratios

Lecture 280 Strategic Asset Allocation

Lecture 281 Basic of Portfolio Planing and Construction

Lecture 282 Major Components of an IPS

Section 8: Equity Investments

Lecture 283 Market Organization and Structure

Lecture 284 Financial System Functions

Lecture 285 Classification of Markets

Lecture 286 Financial Intermediary Roles

Lecture 287 Insurance Comapanies

Lecture 288 Selling Short

Lecture 289 Buying Stock on Margin

Lecture 290 Margin Call

Lecture 291 Trading Instruction

Lecture 292 Primary Markets

Lecture 293 Security Market Indices

Lecture 294 Price Weighted Index

Lecture 295 Fundamental Index Weighted

Lecture 296 Calculation of Price Weighted Index

Lecture 297 Types of Equity Indexes

Lecture 298 What are Efficient Capital Market

Lecture 299 Factor Affecting Market Efficiency

Lecture 300 Role of Portfolio Manager in Efficient Markets

Lecture 301 Other Anomalies

Lecture 302 Market Effeciency - Behavioural Finance

Lecture 303 Overview of Equity Securities

Lecture 304 Preferred Stock

Lecture 305 Private Equity

Lecture 306 Depository Receipts

Lecture 307 Return Characteristics of Equity

Lecture 308 Equity Issuance

Lecture 309 Introduction to Industry and Company Analysis

Lecture 310 Approach Industry Groupings

Lecture 311 Business Cycle Sensitivity

Lecture 312 Porter Five Forces

Lecture 313 Market Share Stability

Lecture 314 Limitations of Life Cycle Analysis

Lecture 315 EQ. V - Concepts and Basic Tools

Lecture 316 Valuing Common Stock

Lecture 317 EQ.V - Divident Discount Model

Lecture 318 Gordon Growth Model Example

Lecture 319 Usage of Divident Discount Model

Lecture 320 Asset Based Models

Lecture 321 Multiplier Models

Section 9: Fixed Income

Lecture 322 Fixed Income Defining Elements - Basic Features

Lecture 323 Fixed Income Defining Elements Continuation

Lecture 324 Defining Elements - Bond Indenture

Lecture 325 Defining Elements - Bond Indenture Continuation

Lecture 326 Defining Elements - Credit Enhancements

Lecture 327 Continuation with Tax Consideration

Lecture 328 Fixed Income Cash Flows

Lecture 329 Primary Market For Bonds

Lecture 330 Secondary Market For Bonds

Lecture 331 Fixed Inocme Classifications

Lecture 332 Corporate Debt

Lecture 333 Agency Debt

Lecture 334 More Details on Agency Debt

Lecture 335 Calculating Bond Price

Lecture 336 Calculating Market Discount Rate

Lecture 337 Constant Yield Price Trajectory

Lecture 338 Bond Valuation with Spot Rates

Lecture 339 Forward Rates

Lecture 340 More on Forward Rates

Lecture 341 Matrix Pricing

Lecture 342 Simple Yield

Lecture 343 Yield to Call

Lecture 344 Floating Rates Notes

Lecture 345 Zero Coupon Bond

Lecture 346 Relationships - Convexity

Lecture 347 Components of Credit Analysis

Lecture 348 Fundamentals of Credit Analysis

Lecture 349 Seniority Ranking

Lecture 350 Municipal Bonds

Lecture 351 Return Impact of Spread Changes

Lecture 352 Calculate Bond Return

Lecture 353 Duration with Convexity

Lecture 354 Macaulay Duration

Lecture 355 Effective Duration

Lecture 356 Effect of Change in YTM

Lecture 357 Price Yield of Embedded Options

Lecture 358 Price Value of Basis Point

Lecture 359 Sources of Bond Return

Section 10: Derivatives

Lecture 360 Derivative Market and Instruments

Lecture 361 Forward Contracts

Lecture 362 Derivative Market and Instruments - Swaps

Lecture 363 Forward Contract Positions

Lecture 364 Early Termination of Forwards

Lecture 365 Equity Forward Contract

Lecture 366 Forward Rate Agreement (FRA)

Lecture 367 Future Market and Contracts

Lecture 368 Margin Calculation

Lecture 369 Methods to Terminate Future Position

Lecture 370 Characteristics

Lecture 371 More Details on Swaps

Lecture 372 Currency Swap Example

Lecture 373 Plain Vanilla Swap

Lecture 374 Equity Swaps and Example

Lecture 375 Continue on Swaps - Equity Swaps

Lecture 376 Option Markets and Contracts Option Basics

Lecture 377 Contracts Option Basics

Lecture 378 Option Markets - Moneyness and Example

Lecture 379 Put Option Example

Lecture 380 Interest Rate Options

Lecture 381 Caps and Floors

Lecture 382 Put Call Parity

Lecture 383 Synthetic Options

Lecture 384 Long Call and Short Call

Lecture 385 Risk Management of Options

Lecture 386 Details on Risk Management of Options

Section 11: Alternative Investments

Lecture 387 Introduction to Alternate Investment

Lecture 388 Benefits of Alternate Investment

Lecture 389 Hedge Fund

Lecture 390 Macro Strategies

Lecture 391 Hedge Fund Valuation Issues

Lecture 392 Exit Strategies

Lecture 393 Commodities

Lecture 394 Commodities Valuation

Lecture 395 Hedge Fund Example

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