Course curriculum

  • 01

    Orientation

  • 03

    Lecture 2: Organizing, Visualizing, and Describing Data

    • Exam Focus and LOS

    • Lecture

    • Lecture 2. Quiz

  • 04

    Lecture 3: Probability Concepts

    • Exam Focus and LOS

    • Lecture Part I

    • Lecture Part II

    • Lecture Part III

    • Lecture Part IV

    • Portfolio-Note-Excel

    • Bayes & Counting excel

    • Live lecture (05022021)

    • Practice Problems I

    • Practice Problems II

    • Lecture 3. Quiz

  • 05

    Lecture 4: Common Probability Distributions

    • Exam Focus and LOS

    • Lecture Part I

    • Lecture Part II

    • Lecture Part III

    • Live lecture (05052021)

    • Practice Problems I

    • Practice Problems II

    • Lecture 4. Quiz

  • 06

    Lecture 5: Sampling and Estimation

    • Exam Focus and LOS

    • Lecture Part I

    • Lecture Part II

    • Lecture Part III

    • Practice Problems I

    • Practice Problems II

    • Lecture 5. Quiz

  • 07

    Lecture 6: Hypothesis Testing

    • Exam Focus and LOS

    • Lecture Part I

    • Lecture Part II

    • Live seminar (05092021)

    • Practice Problems I

    • Practice Problems II

    • Practice Problems III

    • Practice Problems IV

    • Practice Problems V

    • Lecture 6. Quiz

  • 08

    Lecture 7: Introduction to Linear Regression

    • Exam Focus and LOS

    • Lecture Part I

    • Lecture Part II

    • Hand Written Lecture Note

    • Lecture 7. Quiz

  • 09

    Lecture 8: Topics in Demand and Supply Analysis

    • Exam Focus and LOS

    • Lecture Part I

    • Lecture Part II

    • Lecture Part III

    • ECN

    • Practice Problems

    • Lecture 8. Quiz

  • 10

    Lecture 9: The Firm and Market Structures

    • Exam Focus and LOS

    • Lecture Part I

    • Lecture Part II

    • Lecture Part III

    • Practice Problems

    • Lecture 9. Quiz

  • 11

    Lecture 10: Aggregate Output, Prices, and Economic Growth

    • Exam Focus and LOS

    • Updated Slide

    • Lecture Part I

    • Lecture Part II

    • Lecture Part III

    • Lecture Part IV

    • Lecture Part V

    • Lecture Part VI

    • Practice Problems

    • Lecture 10. Quiz

  • 12

    Lecture 11: Understanding Business Cycles

    • Exam Focus and LOS

    • Lecture Part I

    • Lecture Part II

    • Lecture Part III

    • Lecture Part IV

    • Practice Problems I

    • Practice Problems II

    • Lecture 11. Quiz

  • 13

    Lecture 12: Monetary and Fiscal Policy

    • Exam Focus and LOS

    • Lecture Part I

    • Lecture Part II

    • Lecture Part III

    • Practice Problems I

    • Practice Problems II

    • Lecture 12. Quiz

  • 14

    Lecture 13: Introduction to Geopolitics

    • Exam Focus and LOS

    • Lecture 13: Introduction to Geopolitics

  • 15

    Lecture 14: International Trade and Capital Flows

    • Exam Focus and LOS

    • Lecture Part I

    • Lecture Part II

    • Lecture Part III

    • Practice Problems

    • Lecture 14. Quiz

  • 16

    Lecture 15: Currency Exchange Rates

    • Exam Focus and LOS

    • Lecture Part I

    • Lecture Part II

    • Practice Problems

    • Lecture 15. Quiz

  • 17

    Lecture 16:  Introduction to Financial Statement Analysis

  • 18

    Lecture 17: Financial Reporting Standards

  • 19

    Lecture 18: Understanding Income Statements

    • Exam Focus and LOS

    • Lecture Part I

    • Lecture Part II

    • Lecture Part III

    • Lecture Part IV

    • Lecture Part V

    • Practice Problems

    • Lecture 18. Quiz

  • 20

    Lecture 19: Understanding Balance Sheets

  • 21

    Lecture 20: Understanding Cash Flow Statements

    • Exam Focus and LOS

    • Lecture Part I

    • Lecture Part II

    • Practice Problems

    • Lecture 20. Quiz

  • 22

    Lecture 21: Financial Analysis Techniques

    • Exam Focus and LOS

    • Lecture Part I

    • Lecture Part II

    • Lecture Part III

    • Lecture Part IV

    • Practice Problems

    • Lecture 21. Quiz

  • 23

    Lecture 22: Inventories

    • Exam Focus and LOS

    • Lecture Part I

    • Lecture Part II

    • Practice Problems I

    • Practice Problems II

    • Practice Problems III

    • Practice Problems IV

    • Practice Problems V

    • Lecture 22. Quiz

  • 24

    Lecture 23: Long-Lived Assets

    • Exam Focus and LOS

    • Lecture Part I

    • Lecture Part II

    • Practice Problems I

    • Practice Problems II

    • Lecture 23. Quiz

  • 25

    Lecture 24: Income Taxes

    • Exam Focus and LOS

    • Lecture

    • Summary

    • Practice Problems I

    • Practice Problems II

    • Lecture 24. Quiz

  • 26

    Lecture 25: Non-Current (Long-Term) Liabilities

    • Exam Focus and LOS

    • Lecture Part I

    • Lecture Part II

    • Loan Amortization Schedule Tutorial

    • Practice Problems

    • Lecture 25. Quiz

  • 27

    Lecture 26: Financial Reporting Quality

    • Exam Focus and LOS

    • Lecture Part I

    • Lecture Part II

    • Practice Problems

    • Lecture 26. Quiz

  • 28

    Lecture 27: Applications of Financial Statement Analysis

    • Exam Focus and LOS

    • Lecture Part II

    • Lecture Part I

    • Practice Problems

    • Lecture 27. Quiz

  • 29

    Lecture 28: Corporate Structures and Ownership

    • Exam Focus and LOS

  • 30

    Lecture 29:  Introduction to Corporate Governance and Other ESG Considerations

    • Exam Focus and LOS

    • Lecture Part I

    • Lecture Part II

    • Lecture Part III

    • Practice Problems

    • Lecture 29. Quiz

  • 31

    Lecture 30. Business Models

    • Exam Focus and LOS

  • 32

    Lecture 31: Capital Investments

    • Exam Focus and LOS

  • 33

    Lecture 32. Working Capital & Liquidity

    • Exam Focus and LOS

  • 34

    Lecture 33: Cost of Capital- Foundation Topics

    • Exam Focus and LOS

    • Lecture Part I

    • Lecture Part II

    • Lecture Part III

    • Practice Problems I

    • Practice Problems II

    • Lecture 33. Quiz

  • 35

    Lecture 34: Capital Structure

    • Exam Focus and LOS

    • Lecture Part I

    • Lecture Part II

    • Lecture Part III

    • Lecture Part IV

    • Lecture Part V

  • 36

    Lecture 35: Measures of Leverage

    • Exam Focus and LOS

    • Lecture

    • Practice Problems

    • Lecture 35. Quiz

  • 37

    Lecture 36: Market Organization and Structure

    • Exam Focus and LOS

    • Lecture Part I

    • Lecture Part II

    • Lecture Part III

    • Lecture Part IV

    • Practice Problems

    • Lecture 36. Quiz

  • 38

    Lecture 37: Security Market Indices

    • Exam Focus and LOS

    • Lecture Part I

    • Lecture Part II

    • Lecture Part III

    • Lecture Part IV

    • Practice Problems I

    • Practice Problems II

    • Lecture 37. Quiz

  • 39

    Lecture 38: Market Efficiency

    • Exam Focus and LOS

    • Lecture Part I

    • Lecture Part II

    • Practice Problems

    • Lecture 38. Quiz

  • 40

    Lecture 39: Overview of Equity Securities

    • Exam Focus and LOS

    • Lecture Part I

    • Lecture Part II

    • Lecture Part III

    • Practice Problems

    • Lecture 39. Quiz

  • 41

    Lecture 40: Introduction to Industry and Company Analysis

    • Exam Focus and LOS

    • Lecture Part I

    • Lecture Part II

    • Lecture Part III

    • Practice Problems

    • Lecture 40. Quiz

  • 42

    Lecture 41: Equity Valuation: Concepts and Basic Tools

    • Exam Focus and LOS

    • Lecture Part I

    • Lecture Part II

    • Lecture Part III

    • Lecture Part IV

    • Practice Problems I

    • Practice Problems II

    • Lecture 41. Quiz

  • 43

    Lecture 42: Fixed Income Securities: Defining Elements

    • Exam Focus and LOS

    • Lecture Part I

    • Lecture Part II

    • Practice Problems

    • Lecture 42. Quiz

  • 44

    Lecture 43: Fixed-Income Markets: Issuance, Trading, and Funding

    • Exam Focus and LOS

    • Lecture Part I

    • Lecture Part II

    • Practice Problems

    • Lecture 43. Quiz

  • 45

    Lecture 44: Introduction to Fixed Income Valuation

    • Exam Focus and LOS

    • Lecture Part I

    • Lecture Part II

    • Lecture Part III

    • Lecture Part IV

    • Practice Problems I

    • Practice Problems II

    • Lecture 44. Quiz

  • 46

    Lecture 45: Introduction to Asset-Backed Securities

    • Exam Focus and LOS

    • Lecture Part I

    • Lecture Part II

    • Lecture Part III

    • Practice Problems

    • Lecture 45. Quiz

  • 47

    Lecture 46: Understanding Fixed-Income Risk and Return

    • Exam Focus and LOS

    • Lecture Part I

    • Lecture Part II

    • Lecture Part III

    • Practice Problems

    • Lecture 46. Quiz

  • 48

    Lecture 47: Fundamentals of Credit Analysis

    • Exam Focus and LOS

    • Lecture Part I

    • Lecture Part II

    • Practice Problems

    • Lecture 47. Quiz

  • 49

    Lecture 48: Derivative instrument and derivative market features

    • Exam Focus and LOS

    • CFA DER LM01 Derivative Instrument and Derivative Market Features

  • 50

    Lecture 49: Forward commitment and contingent claim features and instruments

    • Exam Focus and LOS

    • CFA DER LM02 Forward Commitment and Contingent Claim Features and Instruments

  • 51

    Lecture 50: Derivative benefits, risks, and issuer and investor uses

    • Exam Focus and LOS

    • CFA DER LM03 Part 1 Derivative Benefits

    • CFA DER LM03 Part 2 Derivative Risks, Issuer and Investor Uses

  • 52

    Lecture 51: Arbitrage, replication, and the cost of carry in pricing derivatives

    • Exam Focus and LOS

    • CFA 24 DER LM04 Arbitrage, Replication and the Cost of Carry in Pricing Derivatives

  • 53

    Lecture 52: Pricing and valuation of forward contracts and for an underlying with varying maturities

    • Exam Focus and LOS

  • 54

    Lecture 53: Pricing and valuation of futures contracts

    • Exam Focus and LOS

  • 55

    Lecture 54: Pricing and valuation of interest rate and other swaps

    • Exam Focus and LOS

  • 56

    Lecture 55: Pricing and valuation of options

    • Exam Focus and LOS

  • 57

    Lecture 56: Option replication using put-call parity

    • Exam Focus and LOS

  • 58

    Lecture 57: Valuing a derivative using a one-period binomial model

    • Exam Focus and LOS

  • 59

    Lecture 58: Categories, Characteristics, and Compensation Structures of Alternative Investments

    • Exam Focus and LOS

  • 60

    Lecture 59: Performance Calculation and Appraisal of Alternative Investments

    • Exam Focus and LOS

  • 61

    Lecture 60: Private Capital, Real Estate, Infrastructure, Natural Resources, and Hedge Funds

    • Exam Focus and LOS

  • 62

    Lecture 61: Portfolio Management: An Overview

    • Exam Focus and LOS

    • Lecture

    • Practice Problems

    • Lecture 61. Quiz

  • 63

    Lecture 62: Portfolio Risk and Return: Part I

    • Exam Focus and LOS

    • Lecture Part I

    • Lecture Part II

    • Practice Problems I

    • Practice Problems II

    • Lecture 62. Quiz

  • 64

    Lecture 63: Portfolio Risk and Return: Part II

    • Exam Focus and LOS

    • Lecture Part I

    • Lecture Part II

    • Practice Problems I

    • Practice Problems II

    • Lecture 63. Quiz

  • 65

    Lecture 64: Basics of Portfolio Planning and Construction

    • Exam Focus and LOS

    • Lecture Part I

    • Lecture Part II

    • Lecture Part III

    • Practice Problems

  • 66

    Lecture 65: The Behavioral Biases of Individuals

    • Exam Focus and LOS

  • 67

    Lecture 66: Introduction to Risk Management

    • Exam Focus and LOS

    • Lecture

    • Practice Problems

    • Lecture 66. Quiz

  • 68

    Lecture 67: Technical Analysis

    • Exam Focus and LOS

    • Lecture Part I

    • Lecture Part II

    • Lecture Part III

    • Practice Problems

    • Lecture 67. Quiz

  • 69

    Lecture 68: Fintech in Investment Management

    • Exam Focus and LOS

    • Lecture

    • Practice Problems

    • Lecture 68. Quiz

  • 71

    Lecture 70: Code of Ethics and Standards of Professional Conduct

    • Exam Focus and LOS

    • Lecture

    • Practice Problems

    • Lecture 70. Quiz

  • 72

    Lecture 71. Guidance for Standards I—VII

    • Exam Focus and LOS

    • Lecture I-A

    • Lecture I-B

    • Lecture 71. Quiz 1 (Guidance for Standards I(A) and I(B)

    • Lecture I-C

    • Lecture I-D

    • Lecture 71. Quiz 2 (Guidance for Standards I(C) and I(D)

    • Lecture II-A

    • Lecture II-B

    • Lecture 71. Quiz 3 (Guidance for Standard II)

    • Lecture III-A

    • Lecture III-B

    • Lecture 71. Quiz 4 (Guidance for Standards III(A) and III(B)

    • Lecture III-C

    • Lecture III-D

    • Lecture III-E

    • Lecture IV-A

    • Lecture IV-B

    • Lecture IV-C

    • Lecture 71. Quiz 6. (Guidance for Standard IV)

    • Lecture V-A

    • Lecture V-B

    • Lecture V-C

    • Lecture 71. Quiz 7 (Guidance for Standard V)

    • Lecture VI-A

    • Lecture VI-B

    • Lecture VI-C

    • Lecture 71. Quiz 8 (Guidance for Standard VI)

    • Lecture VII

    • Lecture 71. Quiz 9 (Guidance for Standard VII)

    • Practice Problems

  • 73

    Lecture 72. Introduction to the Global Investment Performance Standards (GIPS)

    • Exam Focus and LOS

    • Lecture

    • Practice Problems

    • Lecture 72. Quiz

  • 74

    Lecture 73. Ethics Application

    • Exam Focus and LOS

  • 75

    Zoom Online Seminar (Mock exams)

    • QM-Revision- Part 1

    • QM-Revision- Part 2

    • PM-Revision

    • Equity-Revision Part I

    • Equity-Revision Part II

    • Corporate fInance Revision

    • Fixed Income Revision Part I

    • Fixed Income Revision Part II

    • FRA Revision

    • Derivatives - Revision

    • Alternative Investments Revision

    • Ethics Revision Part I

    • Ethics - Revision Part II

    • Ethics - Revision Part III

    • Economics Revision Part I

    • Economics Revision Part II