Course curriculum

  • 01

    Orientation

  • 02

    QM LM01 Rates and Returns + Time Value of Money

  • 03

    QM LM03 Statistical Measures of Asset Returns

    • QM LM03 LOS 1

    • QM LM03 LOS 2

    • QM LM03 LOS 3-4

    • QM LM03 Practice Problems 2025
  • 04

    QM LM04 Probability Trees аnd Conditional Expectations

    • QM LM04 LOS 1

    • QM LM04 LOS 2

    • QM LM04 LOS 3

    • QM LM04 Practice Problems 2025

    • Excel File: 01. Calculation of E(X) and Var(X)
  • 05

    QM LM05 Portfolio Mathematics

    • QM LM05 LOS 1-2

    • QM LM05 LOS 3

    • QM LM05 Practice Problems 2025

    • Excel Files
  • 06

    QM LM06 Simulation Methods

    • QM LM06 LOS 1-3

    • QM LM06 Practice Problems 2025

    • Excel Files
  • 07

    QM LM07 Estimation and Inference

    • QM LM07 LOS 1

    • QM LM07 LOS 2-3

    • QM LM07 Practice Problems 2025

    • Excel Files
  • 08

    QM LM08 Hypothesis Testing

    • QM LM08 Prerequisite

    • QM LM08 LOS 1

    • QM LM08 LOS 2

    • QM LM08 LOS 3

    • QM LM08 Practice Problems 2025

    • Excel Files
  • 09

    QM LM09 Parametric and Non-Parametric Tests of Independence

    • QM LM09 Lecture

    • QM LM09 Practice Problems 2025

    • Excel Files
  • 10

    QM LM10 Simple Linear Regression

    • QM LM10 LOS 1

    • QM LM10 LOS 2

    • QM LM10 LOS 3

    • QM LM10 LOS 4-6

    • QM LM10 Practice Problems 2025

    • Excel Files
  • 11

    QM LM11 Introduction to Big Data Techniques

    • QM LM11 LOS 1-3

    • QM LM11 Practice Problems 2025
  • 12

    ECN LM01 The Firm and Market Structures

    • ECN LM01 LOS 1

    • ECN LM01 LOS 2-4

    • Practice Problems 2025

    • Practice Problems Old

    • ECN Quiz - Pre 2023
  • 13

    ECN LM02 Understanding Business Cycles

    • ECN LM02

    • Practice Problems - 2025

    • Practice Problems Old

    • Practice Problems II Old

    • ECN Quiz - Pre 2023
  • 14

    ECN LM03 Fiscal Policy

    • ECN LM03 LOS 1

    • ECN LM03 LOS 2-4

    • Practice Problems 2025

    • Practice Problems I Old

    • Practice Problems II Old

    • ECN Quiz - Pre 2023
  • 15

    ECN LM04 Monetary Policy

    • ECN LM04 LOS 1-2

    • ECN LM04 LOS 3-4

    • Practice Problems 2025
  • 16

    ECN LM05 Introduction to Geopolitics

    • ECN LM05 LOS 1-3

    • ECN LM05 LOS 4-6

    • Practice Problems
  • 17

    ECN LM06 International Trade

    • ECN LM06 LOS 1-2 Part I

    • ECN LM06 LOS 2 Part II-LOS 3

    • Practice Problems 2025

    • Practice Problems Old

    • ECN Quiz - Pre 2023
  • 18

    ECN LM07 Capital Flows and FX market

    • ECN LM07

    • Practice Problems 2025 Capital Flows
  • 19

    ECN LM08 Currency Exchange Rates

    • ECN LM08

    • Practice Problems 2025

    • Practice Problems Old

    • ECN Quiz - Pre 2023
  • 20

    ECN Prerequisite - 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
  • 21

    ECN Prerequisite - 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
  • 22

    CI LM01 Organizatioal Forms and Corporate Issuer Features and Ownership

    • CI LM01 Part I

    • CI LM01 Part II
  • 23

    CI LM02 Investors and Other Stakeholders

    • CI LM02 Part I

    • CI LM02 Part II
  • 24

    CI LM03 Corporate Governance - Conflicts, Mechanisms, Risks, and Benefits

    • CI LM03 LOS 1

    • CI LM03 LOS 2

    • CI LM03 LOS 3
  • 25

    CI LM04 Working Capital and Liquidity

    • CI LM04 Part I

    • CI LM04 Part II
  • 26

    CI LM05 Capital Investment and Allocation

    • CI LM05 Part I

    • CI LM05 Part II
  • 27

    CI LM06 Capital Structure

    • CI LM06 Part I

    • CI LM06 Part II
  • 28

    CI LM -- Business Models

    • CI LM07 Part I

    • CI LM07 Part II
  • 29

    FSA LM01 Introduction to Financial Statement Analysis

  • 30

    FSA LM02 Understanding Income Statements

    • FSA LM02 Part I

    • FSA LM02 Part II

    • FSA LM03 Part III

    • Practice Problems 2025

    • Practice Problems

    • Quiz Old
  • 31

    FSA LM03 Analyzing Balance Sheets

  • 32

    FSA LM04-05 Analyzing Statements of Cash Flows I, II

    • Exam Focus and LOS

    • FSA LM04

    • FSA LM05

    • Practice Problems 2025

    • Practice Problems 2025

    • Practice Problems Old

    • Quiz Old
  • 33

    FSA LM06 Analysis of Inventories

    • FSA LM06

    • Practice Problems 2025

    • Practice Problems I Old

    • Practice Problems II Old

    • Practice Problems III Old

    • Practice Problems IV Old

    • Practice Problems V Old
  • 34

    FSA LM07 Analysis of Long-Term Assets

    • Exam Focus and LOS

    • FSA LM07

    • Practice Problems 2025

    • Practice Problems I Old

    • Practice Problems II Old

    • Quiz Old
  • 35

    FSA LM08 Topics in Long-Term Liabilities and Equity

    • Exam Focus and LOS

    • FSA LM08

    • Loan Amortization Schedule Tutorial

    • Practice Problems 2025

    • Practice Problems Old

    • Quiz Old
  • 36

    FSA LM09 Analysis of Income Taxes

    • Exam Focus and LOS

    • FSA LM09

    • Practice Problems 2025

    • Practice Problems Old I

    • Practice Problems Old II

    • Summary Old

    • Quiz Old
  • 37

    EQ LM01 Market Organization and Structure

    • EQ LM01 LOS 1

    • EQ LM01 LOS 2-3

    • EQ LM01 LOS 3-6

    • EQ LM01 LOS 7-9

    • EQ LM01 LOS 10-12
  • 38

    FSA LM11 Financial Analysis Techniques

    • Exam Focus and LOS

    • FSA LM11 Part I

    • FSA LM11 Part II

    • Practice Problems 2025

    • Practice Problems Old

    • Quiz Old
  • 39

    FSA LM12 Introduction to Financial Statement Modeling

  • 40

    FSA LM10 Financial Reporting Quality

    • Exam Focus and LOS

    • FSA LM10

    • Practice Problems 2025

    • Practice Problems Old

    • Quiz Old
  • 41

    EQ LM02 Security Market Indexes

    • EQ LM02 LOS 1, 7, 2

    • EQ LM02 LOS 3-5

    • EQ LM02 LOS 4-6

    • EQ LM02 LOS 8-10
  • 42

    EQ LM03 Market Efficiency

    • Exam Focus and LOS

    • EQ LM03 LOS 1-2

    • EQ LM03 LOS 3-4

    • EQ LM03 LOS 5-7

    • Practice Problems Old

    • Lecture 38. Quiz
  • 43

    EQ LM04 Overview of Equity Securities

    • Exam Focus and LOS

    • EQ LM04 LOS 1-2

    • EQ LM04 LOS 3-4

    • EQ LM04 LOS 5-8

    • Practice Problems Old

    • Lecture 39. Quiz
  • 44

    EQ LM05 Company Analysis Past and Present

    • EQ LM05 LOS 1-3

    • EQ LM05 LOS 4-5
  • 45

    EQ LM06 Introduction to Industry and Company Analysis

    • Exam Focus and LOS

    • EQ LM06 LOS 1

    • EQ LM06 LOS 2

    • EQ LM06 LOS 3

    • EQ LM06 LOS 4

    • Practice Problems

    • Lecture 40. Quiz

    • LM06 LOS 5
  • 46

    EQ LM07 Company Analysis Forecasting

    • EQ LM07 LOS 1

    • EQ LM07 LOS 2-5
  • 47

    EQ LM08 Equity Valuation: Concepts and Basic Tools

    • Exam Focus and LOS

    • EQ LM08 LOS 1-4

    • EQ LM08 LOS 5-8

    • EQ LM08 LOS 8-13

    • Practice Problems I

    • Practice Problems II

    • Lecture 41. Quiz
  • 48

    FI LM01 Fixed Income Instrument Features

    • FI LM01

    • FI LM01 Practice Problems 2025
  • 49

    FI LM02 Fixed-Income Cash Flows and Types

    • FI LM02

    • FI LM02 Practice Problems 2025
  • 50

    FI LM03 Fixed-Income Issuance and Trading

    • FI LM03

    • FI LM03 Practice Problems 2025
  • 51

    FI LM04 Fixed-Income Markets for Corporate Issuers

    • FI LM04

    • FI LM04 Practice Problems 2025
  • 52

    FI LM05 Fixed-Income Markets for Government Issuers

    • FI LM05

    • FI LM05 Practice Problems 2025
  • 53

    FI LM06 Fixed-Income Bond Valuation - Prices and Yields

    • FI LM06

    • FI LM06 Practice Problems 2025
  • 54

    FI LM07 Yield and Yield Spread Measures for Fixed Rate Bonds

    • FI LM07

    • FI LM07 Practice Problems 2025
  • 55

    FI LM08 Yield and Yield Spread Measures for Floating-Rate Instruments

    • FI LM08

    • FI LM08 Practice Problems 2025
  • 56

    FI LM09 The Term Structure of Interest Rates - Spot, Par, and Forward Curves

    • FI LM09

    • FI LM09 Practice Problems 2025
  • 57

    FI LM10 Interest Rate Risk and Return

    • FI LM10

    • FI LM10 Practice Problems 2025
  • 58

    FI LM11 Yield-Based Bond Duration Measures and Properties

    • FI LM11

    • FI LM11 Practice Problems 2025
  • 59

    FI LM12 Yield-Based Bond Convexity and Portfolio Properties

    • FI LM12

    • FI LM12 Practice Problems 2025
  • 60

    FI LM13 Curve-Based and Empirical Fixed Income Risk Measures

    • FI LM13

    • FI LM13 Practice Problems 2025
  • 61

    FI LM14 Credit Risk

    • FI LM14

    • FI LM14 Practice Problems 2025
  • 62

    FI LM15 Credit Analysis for Government Issuers

    • FI LM15

    • FI LM15 Practice Problems 2025
  • 63

    FI LM16 Credit Analysis for Corporate Issuers

    • FI LM16

    • FI LM16 Practice Problems 2025
  • 64

    FI LM17 Fixed Income Securitization

    • FI LM17

    • FI LM17 Practice Problems 2025
  • 65

    FI LM18 ABS Instruments and Market Features

    • FI LM18

    • FI LM18 Practice Problems 2025
  • 66

    FI LM19 MBS Instruments and Market Features

    • FI LM19

    • FI LM19 Practice Problems 2025
  • 67

    FI LM - Fixed Income Securities: Defining Elements

    • Exam Focus and LOS

    • Lecture Part I

    • Lecture Part II

    • Practice Problems

    • Quiz
  • 68

    FI LM - Fixed-Income Markets: Issuance, Trading, and Funding

    • Exam Focus and LOS

    • Lecture Part I

    • Lecture Part II

    • Practice Problems

    • Lecture 43. Quiz
  • 69

    FI LM - 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
  • 70

    FI LM - Introduction to Asset-Backed Securities

    • Exam Focus and LOS

    • Lecture Part I

    • Lecture Part II

    • Lecture Part III

    • Practice Problems

    • Lecture 45. Quiz
  • 71

    FI LM - Understanding Fixed-Income Risk and Return

    • Exam Focus and LOS

    • Lecture Part I

    • Lecture Part II

    • Lecture Part III

    • Practice Problems

    • Lecture 46. Quiz
  • 72

    FI LM - Fundamentals of Credit Analysis

    • Exam Focus and LOS

    • Lecture Part I

    • Lecture Part II

    • Practice Problems

    • Lecture 47. Quiz
  • 73

    DER LM01 Derivative instrument and derivative market features

    • Exam Focus and LOS

    • DER LM01 Derivative Instrument and Derivative Market Features

    • DER LM01 Practice Problems 2025
  • 74

    DER LM02 Forward commitment and contingent claim features and instruments

    • Exam Focus and LOS

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

    • Practice Problems 2025
  • 75

    DER LM03 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

    • Practice Problems 2025
  • 76

    DER LM04 Arbitrage, replication, and the cost of carry in pricing derivatives

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

    • Exam Focus and LOS

    • Practice Problems 2025
  • 77

    DER LM05 Pricing and valuation of forward contracts and for an underlying with varying maturities

    • Exam Focus and LOS

    • Practice Problems 2025
  • 78

    DER LM06 Pricing and valuation of futures contracts

    • Exam Focus and LOS

    • Practice Problems 2025
  • 79

    DER LM07 Pricing and valuation of interest rate and other swaps

    • Exam Focus and LOS

    • Practice Problems 2025
  • 80

    DER LM08 Pricing and valuation of options

    • Exam Focus and LOS

    • Practice Problems 2025
  • 81

    DER LM09 Option replication using put-call parity

    • Exam Focus and LOS

    • Practice Problems 2025
  • 82

    DER LM10 Valuing a derivative using a one-period binomial model

    • Exam Focus and LOS

    • DER LM10 Practice Problems 2025
  • 83

    ALT LM01 Alternative Investment Features Methods and Structures

    • ALT LM01

    • ALT LM01 Practice Problems 2025
  • 84

    ALT LM02 Alternative Investment Performance and Returns

    • ALT LM02

    • ALT LM02 Practice Problems 2025
  • 85

    ALT LM03 Investments in Private Capital Equity and Debt

    • ALT LM03

    • ALT LM03 Practice Problems 2025
  • 86

    ALT LM04 Real Estate and Infrastructure

    • ALT LM04

    • ALT LM04 Practice Problems 2025
  • 87

    ALT LM05 Natural Resources

    • ALT LM05

    • ALT LM05 Practice Problems 2025
  • 88

    ALT LM06 Hedge Funds

    • ALT LM06

    • ALT LM06 Practice Problems 2025
  • 89

    ALT LM07 Introduction to Digital Assets

    • ALT LM07
  • 90

    Alternative Investments

    • Exam Focus and LOS

    • Alternative Investments Part I

    • R50. Alternative Investments Part II
  • 91

    Alternative Investments

    • Exam Focus and LOS

    • Alternative Investments Part III

    • Alternative Investments Part IV
  • 92

    Alternative Investments

    • Exam Focus and LOS

    • Alternative Investments Part V

    • Alternative Investments PP
  • 93

    PM LM01 Portfolio Risk and Return Part I

    • PM LM01 Lecture Part I

    • PM LM01 Lecture Part II

    • PM LM01 Lecture Part III

    • PM LM01 Practice Problems

    • Practice Problems Old Part I

    • Practice Problems Old Part II
  • 94

    PM LM02 Portfolio Risk and Return Part II

    • PM LM02 Lecture

    • PM LM02 Practice Problems

    • Practice Problems Old Part I

    • Practice Problems Old Part II
  • 95

    PM LM03 Portfolio Management An Overview

    • PM LM03 LOS 1-2

    • PM LM03 LOS 3

    • PM LM03 LOS 4-6

    • Practice Problems 2024

    • Practice Problems Old

  • 96

    PM LM04 Basics of Portfolio Planning and Construction

    • PM LM04 LOS 1-3

    • PM LM04 LOS 4-5

    • PM LM04 LOS 6-8

    • Practice Problems Old

    • Practice Problems 2024
  • 97

    PM LM05 The Behavioral Biases of Individuals

    • PM LM05 LOS 1-2a

    • PM LM05 LOS 2b

    • PM LM05 LOS 2c-3
  • 98

    PM LM06 Introduction to Risk Management

    • PM LM06 LOS 1-2

    • PM LM06 LOS 3-4

    • PM LM06 LOS 5-6

    • PM LM06 LOS 7

    • Practice Problems Old
  • 99

    ETC LM01 Ethics and Trust in the Investment Profession

  • 100

    ETC LM02 Code of Ethics and Standards of Professional Conduct

    • Exam Focus and LOS

    • Lecture

    • Practice Problems

    • Lecture 70. Quiz
  • 101

    ETC LM03 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
  • 102

    ETC LM04 Introduction to the Global Investment Performance Standards (GIPS)

    • Exam Focus and LOS

    • Lecture

    • Practice Problems

    • Lecture 72. Quiz
  • 103

    DER Old

    • Derivative Markets and Instruments I

    • Derivative Markets and Instruments Part II

    • Derivative Markets and Instruments PP

    • Basics of Derivative Pricing and Valuation Part I

    • Basics of Derivative Pricing and Valuation Part II

    • Basics of Derivative Pricing and Valuation PP
  • 104

    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