Course curriculum

  • 01

    Orientation

  • 02

    Reading 1: Ethics and Trust in the Investment Profession

  • 03

    Reading 2: Code of Ethics and Standards of Professional Conduct

    • Exam Focus and LOS

    • Lecture

    • Practice Problems

    • Reading 2. Quiz
  • 04

    Reading 3: Guidance for Standards I—VII

    • Exam Focus and LOS

    • Lecture 1A

    • Lecture 1B

    • Reading 3. Quiz 1 (Guidance for Standards I(A) and I(B)

    • Lecture 1C

    • Lecture 1D

    • Reading 3. Quiz 2 (Guidance for Standards I(C) and I(D)

    • Lecture 2A

    • Lecture 2B

    • Reading 3. Quiz 3 (Guidance for Standard II)

    • Lecture 3A

    • Lecture 3B

    • Reading 3. Quiz 4 (Guidance for Standards III(A) and III(B)

    • Lecture 3C

    • Lecture 3D

    • Lecture 3E

    • Reading 3. Quiz 5 (Guidance for Standards III(C), III(D) and III(D)

    • Lecture 4A

    • Lecture 4B

    • Lecture 4C

    • Reading 3. Quiz 6. (Guidance for Standard IV)

    • Lecture 5A

    • Lecture 5B

    • Lecture 5C

    • Reading 3. Quiz 7 (Guidance for Standard V)

    • Lecture 6A

    • Lecture 6B

    • Lecture 6C

    • Reading 3. Quiz 8 (Guidance for Standard VI)

    • Lecture 7

    • Reading 3. Quiz 9 (Guidance for Standard VII)

    • Practice Problems
  • 05

    Reading 4: Introduction to the Global Investment Performance Standards (GIPS)

    • Exam Focus and LOS

    • Lecture

    • Practice Problems

    • Reading 4. Quiz
  • 06

    Reading 5: The GIPS Standards

    • Exam Focus and LOS

    • Lecture

    • Practice Problems

    • Reading 5. Quiz
  • 07

    Reading 6: The Time Value of Money

  • 08

    Reading 7: Statistical Concepts and Market Returns

    • Exam Focus and LOS

    • Excel file

    • Practice Problems

    • Reading 7. Quiz
  • 09

    Reading 8: Probability Concepts

    • Exam Focus and LOS

    • Practice Problems I

    • Practice Problems II

    • Reading 8. Quiz
  • 10

    Reading 9: Common Probability Distributions

    • Exam Focus and LOS

    • Lecture I

    • Lecture II

    • Lecture III

    • Practice Problems I

    • Practice Problems II

    • Reading 9. Quiz
  • 11

    Reading 10: Sampling and Estimation

    • Exam Focus and LOS

    • Lecture I

    • Lecture II

    • Lecture III

    • Practice Problems I

    • Practice Problems II

    • Reading 10. Quiz
  • 12

    Reading 11: Hypothesis Testing

    • Exam Focus and LOS

    • Reading 11. Quiz

    • Lecture I

    • Lecture II

    • Practice Problems I

    • Practice Problems II

    • Practice Problems III

    • Practice Problems IV

    • Practice Problems V
  • 13

    Reading 12: Topics in Demand and Supply Analysis

    • Exam Focus and LOS

    • Lecture I

    • Lecture II

    • Lecture III

    • Practice Problems

    • Reading 12. Quiz

    • ECN
  • 14

    Reading 13: The Firm and Market Structures

    • Exam Focus and LOS

    • Lecture I

    • Lecture II

    • Lecture III

    • Practice Problems

    • Reading 13. Quiz
  • 15

    Reading 14: Aggregate Output, Prices, and Economic Growth

    • Exam Focus and LOS

    • Practice Problems

    • Reading 14. Quiz
  • 16

    Reading 15: Understanding Business Cycles

    • Exam Focus and LOS

    • Practice Problems I

    • Practice Problems II

    • Reading 15. Quiz
  • 17

    Reading 16: Monetary and Fiscal Policy

    • Exam Focus and LOS

    • Practice Problems I

    • Reading 16. Quiz
  • 18

    Reading 17: International Trade and Capital Flows

    • Exam Focus and LOS

    • Reading 17. Quiz
  • 19

    Reading 18: Currency Exchange Rates

    • Exam Focus and LOS

    • Reading 18. Quiz
  • 20

    Reading 19: Introduction to Financial Statement Analysis

    • Exam Focus and LOS

    • Practice Problems

    • Reading 19. Quiz
  • 21

    Reading 20: Financial Reporting Standards

    • Exam Focus and LOS

    • Practice Problems

    • Reading 20. Quiz
  • 22

    Reading 21: Understanding Income Statements

    • Exam Focus and LOS

    • Practice Problems

    • Reading 21. Quiz
  • 23

    Reading 22: Understanding Balance Sheets

    • Exam Focus and LOS

    • Practice Problems

    • Reading 22. Quiz
  • 24

    Reading 23: Understanding Cash Flow Statements

    • Exam Focus and LOS

    • Practice Problems

    • Reading 23. Quiz
  • 25

    Reading 24: Financial Analysis Techniques

    • Exam Focus and LOS

    • Practice Problems

    • Reading 24. Quiz
  • 26

    Reading 25: Inventories

    • Exam Focus and LOS

    • Practice I

    • Practice II

    • Practice III

    • Practice IV

    • Practice V

    • Reading 25. Quiz
  • 27

    Reading 26: Long-Lived Assets

    • Exam Focus and LOS

    • Practice I

    • Practice II

    • Reading 26. Quiz
  • 28

    Reading 27: Income Taxes

    • Exam Focus and LOS

    • Reading 27. Quiz

    • Practice Problems

    • Summary
  • 29

    Reading 28: Non-Current (Long-Term) Liabilities

    • Exam Focus and LOS

    • Loan Amortization Schedule Tutorial

    • Practice Problems

    • Reading 28. Quiz
  • 30

    Reading 29: Financial Reporting Quality

    • Exam Focus and LOS

    • Practice Problems

    • Reading 29. Quiz
  • 31

    Reading 30: Applications of Financial Statement Analysis

    • Exam Focus and LOS

    • Practice Problems

    • Reading 30. Quiz
  • 32

    Reading 31: Introduction to Corporate Governance and Other ESG Considerations

    • Exam Focus and LOS

    • Reading 31. Quiz
  • 33

    Reading 32: Capital Budgeting

    • Exam Focus and LOS

    • Practice Problems I

    • Practice Problems II

    • Reading 32. Quiz
  • 34

    Reading 33: Cost of Capital

    • Exam Focus and LOS

    • Reading 33. Quiz
  • 35

    Reading 34: Measures of Leverage

    • Exam Focus and LOS

    • Reading 34. Quiz
  • 36

    Reading 35: Working Capital Management

    • Exam Focus and LOS

    • Reading 35. Quiz
  • 37

    Reading 36: Market Organization and Structure

    • Exam Focus and LOS

    • Reading 36. Quiz
  • 38

    Reading 37: Security Market Indices

    • Exam Focus and LOS

    • Practice Problem I

    • Practice Problem II

    • Reading 37. Quiz
  • 39

    Reading 38: Market Efficiency

    • Exam Focus and LOS

    • Practice Problem

    • Reading 38. Quiz
  • 40

    Reading 39: Overview of Equity Securities

    • Exam Focus and LOS

    • Practice Problems

    • Reading 39. Quiz
  • 41

    Reading 40: Introduction to Industry and Company Analysis

    • Exam Focus and LOS

    • Reading 40. Quiz
  • 42

    Reading 41: Equity Valuation: Concepts and Basic Tools

    • Exam Focus and LOS

    • Practice Problems I

    • Practice Problems II

    • Reading 41. Quiz
  • 43

    Reading 42: Fixed Income Securities: Defining Elements

    • Exam Focus and LOS

    • Practice Problems

    • Reading 42. Quiz
  • 44

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

    • Exam Focus and LOS

    • Practice Problems

    • Reading 43. Quiz
  • 45

    Reading 44: Introduction to Fixed Income Valuation

  • 46

    Reading 45: Introduction to Asset-Backed Securities

    • Exam Focus and LOS

    • Practice Problems

    • Reading 45. Quiz
  • 47

    Reading 46: Understanding Fixed-Income Risk and Return

    • Exam Focus and LOS

    • Practice Problems

    • Reading 46. Quiz
  • 48

    Reading 47: Fundamentals of Credit Analysis

    • Exam Focus and LOS

    • Practice Problems

    • Reading 47. Quiz
  • 49

    Reading 48: Derivative Markets and Instruments

    • Exam Focus and LOS

    • Practice Problems

    • Reading 48. Quiz
  • 50

    Reading 49: Basics of Derivative Pricing and Valuation

    • Exam Focus and LOS

    • Practice Problems

    • Reading 49. Quiz
  • 51

    Reading 50: Introduction to Alternative Investments

    • Exam Focus and LOS

    • Practice Problems

    • Reading 50. Quiz
  • 52

    Reading 51: Portfolio Management: An Overview

    • Exam Focus and LOS

    • Reading 51. Quiz
  • 53

    Reading 52: Portfolio Risk and Return: Part I

    • Exam Focus and LOS

    • Effects of Correlation on Portfolio Risk and Return (Example)

    • Practice Problems I

    • Practice Problems II

    • Reading 52. Quiz
  • 54

    Reading 53: Portfolio Risk and Return: Part II

    • Exam Focus and LOS

    • Reading 53. Quiz
  • 55

    Reading 54: Basics of Portfolio Planning and Construction

    • Exam Focus and LOS

    • Practice Problems

    • Reading 54. Quiz
  • 56

    Reading 55: Introduction to Risk Management

    • Exam Focus and LOS

    • Practice Problems

    • Reading 55. Quiz
  • 57

    Reading 56: Technical Analysis

    • Exam Focus and LOS

    • Reading 56. Quiz
  • 58

    Reading 57: Fintech in Investment Management

    • Exam Focus and LOS

    • Reading 57. Quiz