Course curriculum

  • 01

    Orientation

  • 03

    QM LM03 Statistical Measures of Asset Returns

    • QM LM03 LOS 1

    • QM LM03 LOS 2

    • QM LM03 LOS 3-4

    • QM LM03 Practice Problem

  • 04

    QM LM04 Probability Trees аnd Conditional Expectations

    • QM LM04 LOS 1

    • QM LM04 LOS 2

    • QM LM04 LOS 3

    • QM LM04 Practice Problem

    • 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

    • Excel Files

  • 06

    QM LM06 Simulation Methods

    • QM LM06 LOS 1-3

    • QM LM06 Practice Problems

  • 07

    QM LM07 Estimation and Inference

    • QM LM07 LOS 1

    • QM LM07 LOS 2-3

    • QM LM07 Practice Problems

    • Excel Files

  • 08

    QM LM08 Hypothesis Testing

    • QM LM08 Prerequisite

    • QM LM08 LOS 1

    • QM LM08 Practice Problems

    • Excel Files

  • 09

    QM LM09 Parametric and Non-Parametric Tests of Independence

    • QM LM09 Lecture

    • QM LM09 Practice Problems

    • 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 Part 1

    • QM LM10 Practice Problems Part 2

    • QM LM10 Practice Problems Part 3

    • Excel Files

  • 11

    QM LM11 Introduction to Big Data Techniques

    • QM LM11 LOS 1-3

    • QM LM11 Practice Problems

  • 12

    ECN LM01 The Firm and Market Structures

    • Exam Focus and LOS

    • Lecture Part I

    • Lecture Part II

    • Lecture Part III

    • Practice Problem

    • Lecture 9. Quiz

  • 13

    ECN LM02 Understanding Business Cycles

    • Exam Focus and LOS

    • Lecture Part I

    • Lecture Part II

    • Lecture Part III

    • Lecture Part IV

    • Practice Problems - 2025

    • Practice Problems Old

    • Practice Problems II Old

    • Lecture 11. Quiz

  • 14

    ECN LM03-04 Monetary and Fiscal Policy

    • Exam Focus and LOS

    • Lecture Part I

    • Lecture Part II

    • Lecture Part III

    • Practice Problems 2025 Fiscal Policy

    • Practice Problems 2025 Monetary Policy

    • Practice Problems I Old

    • Practice Problems II Old

    • Lecture 12. Quiz

  • 15

    ECN LM05 Introduction to Geopolitics

    • Exam Focus and LOS

    • Lecture 13: Introduction to Geopolitics

    • Practice Problems

  • 16

    ECN LM06-07 International Trade and Capital Flows

    • Exam Focus and LOS

    • Lecture Part I

    • Lecture Part II

    • Lecture Part III

    • Practice Problems 2025 International Trade

    • Practice Problems 2025 Capital Flows

    • Practice Problems Old

    • Lecture 14. Quiz

  • 17

    ECN LM08 Currency Exchange Rates

    • Exam Focus and LOS

    • Lecture Part I

    • Lecture Part II

    • Practice Problems 2025

    • Practice Problems Old

    • Lecture 15. Quiz

  • 18

    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

  • 19

    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

  • 20

    CI LM01 Organizatioal Forms and Corporate Issuer Features and Ownership

    • CI LM 01 LOS 1

    • CI LM 01 LOS 2-3

  • 21

    CI LM02 Investors and Other Stakeholders

    • CI LM02 LOS 1

    • CI LM02 LOS 2-3

  • 22

    CI LM -- Working Capital & Liquidity

    • Exam Focus and LOS

  • 23

    CI LM -- 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

  • 24

    CI LM05 Capital Investment and Allocation

    • Lecture Part I

    • Practice Problems

  • 25

    CI LM -- Capital Structure

    • Exam Focus and LOS

    • Lecture Part I

    • Lecture Part II

    • Lecture Part III

    • Lecture Part IV

    • Lecture Part V

  • 26

    CI LM -- Business Models

    • Exam Focus and LOS

  • 27

    CI LM -- Measures of Leverage

    • Exam Focus and LOS

    • Lecture

    • Practice Problems

    • Lecture 35. Quiz

  • 28

    FSA LM01 Introduction to Financial Statement Analysis

  • 29

    FSA LM02 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

  • 30

    FSA LM03 Analyzing Balance Sheets

  • 31

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

    • Exam Focus and LOS

    • Lecture Part I

    • Lecture Part II

    • Practice Problems

    • Lecture 20. Quiz

  • 32

    FSA LM06 Analysis of 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

  • 33

    FSA LM07 Analysis of Long-Term Assets

    • Exam Focus and LOS

    • Lecture Part I

    • Lecture Part II

    • Practice Problems I

    • Practice Problems II

    • Lecture 23. Quiz

  • 34

    FSA LM08 Topics in Long-Term Liabilities and Equity

    • Exam Focus and LOS

    • Lecture Part I

    • Lecture Part II

    • Loan Amortization Schedule Tutorial

    • Practice Problems

    • Lecture 25. Quiz

  • 35

    FSA LM09 Analysis of Income Taxes

    • Exam Focus and LOS

    • Lecture

    • Summary

    • Practice Problems I

    • Practice Problems II

    • Lecture 24. Quiz

  • 36

    FSA Financial Reporting Standards

  • 37

    FSA LM10 Financial Reporting Quality

    • Exam Focus and LOS

    • Lecture Part I

    • Lecture Part II

    • Practice Problems

    • Lecture 26. Quiz

  • 38

    FSA LM11 Financial Analysis Techniques

    • Exam Focus and LOS

    • Lecture Part I

    • Lecture Part II

    • Lecture Part III

    • Lecture Part IV

    • Practice Problems

    • Lecture 21. Quiz

  • 39

    FSA Applications of Financial Statement Analysis

    • Exam Focus and LOS

    • Lecture Part II

    • Lecture Part I

    • Practice Problems

    • Lecture 27. Quiz

  • 40

    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

  • 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 LM - Fixed Income Securities: Defining Elements

    • Exam Focus and LOS

    • Lecture Part I

    • Lecture Part II

    • Practice Problems

    • Quiz

  • 49

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

    • Exam Focus and LOS

    • Lecture Part I

    • Lecture Part II

    • Practice Problems

    • Lecture 43. Quiz

  • 50

    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

  • 51

    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

  • 52

    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

  • 53

    FI LM - Fundamentals of Credit Analysis

    • Exam Focus and LOS

    • Lecture Part I

    • Lecture Part II

    • Practice Problems

    • Lecture 47. Quiz

  • 54

    DER LM01 Derivative instrument and derivative market features

    • Exam Focus and LOS

    • CFA DER LM01 Derivative Instrument and Derivative Market Features

  • 55

    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

  • 56

    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

  • 57

    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

  • 58

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

    • Exam Focus and LOS

  • 59

    DER LM06 Pricing and valuation of futures contracts

    • Exam Focus and LOS

  • 60

    DER LM07 Pricing and valuation of interest rate and other swaps

    • Exam Focus and LOS

  • 61

    DER LM08 Pricing and valuation of options

    • Exam Focus and LOS

  • 62

    DER LM09 Option replication using put-call parity

    • Exam Focus and LOS

  • 63

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

    • Exam Focus and LOS

  • 64

    Alternative Investments

    • Exam Focus and LOS

    • Alternative Investments Part I

    • R50. Alternative Investments Part II

  • 65

    Alternative Investments

    • Exam Focus and LOS

    • Alternative Investments Part III

    • Alternative Investments Part IV

  • 66

    Alternative Investments

    • Exam Focus and LOS

    • Alternative Investments Part V

    • Alternative Investments PP

  • 67

    PM-I LM01 Portfolio Risk and Return Part I

    • PM-I LM01 Lecture Part I

    • PM-I LM01 Lecture Part II

    • PM-I LM01 Lecture Part III

    • PM-I LM01 Practice Problems

  • 68

    PM-I LM02 Portfolio Risk and Return Part II

    • PM-I LM02 Lecture

    • PM-I LM02 Practice Problems

  • 69

    PM-II LM01 Portfolio Management An Overview

    • PM-II LM 01 LOS 1-2

    • PM-II LM 01 LOS 3

    • PM-II LM 01 LOS 4-6

  • 70

    PM-II LM02 Basics of Portfolio Planning and Construction

    • PM-II LM02 LOS 1-3

    • PM-II LM02 LOS 4-5

    • PM-II LM02 LOS 6-8

  • 71

    PM-II LM03 The Behavioral Biases of Individuals

    • PM-II LM03 LOS 1-2a

    • PM-II LM03 LOS 2b

    • PM-II LM03 LOS 2c-3

  • 72

    PM-II LM04 Introduction to Risk Management

    • PM-II LM04 LOS 1-2

    • PM-II LM04 LOS 3-4

    • PM-II LM04 LOS 5-6

    • PM-II LM04 LOS 7

  • 73

    ETC LM02 Code of Ethics and Standards of Professional Conduct

    • Exam Focus and LOS

    • Lecture

    • Practice Problems

    • Lecture 70. Quiz

  • 75

    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

  • 76

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

    • Exam Focus and LOS

    • Lecture

    • Practice Problems

    • Lecture 72. Quiz

  • 77

    ETC LM05 Ethics Application

    • Exam Focus and LOS

  • 78

    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