Exam Prep Cfa Level 1 Bootcamp 2020 Curriculum Part 22

Tags: CFA

CFA® Level 1 Bootcamp: Financial Reporting, Portfolio Management, Equity Investments, Fixed Income, Derivatives

Last updated 2022-01-10 | 4.4

- Prepare for the CFA® Level 1 exam
- Earn one of the most prestigious designations in finance and investment management
- Acquire a solid understanding of key business and finance disciplines

What you'll learn

Prepare for the CFA® Level 1 exam
Earn one of the most prestigious designations in finance and investment management
Acquire a solid understanding of key business and finance disciplines
Impress interviewers by showing a strong an understanding of finance fundamentals and advanced topics concepts
Study Financial Reporting
Portfolio Management
Equity Investments
Fixed Income
Derivatives

* Requirements

* No prior experience is required. We will start from the very basics

Description

We will help you prepare for the CFA® Level 1 Exam.

In June 2019, a record number of candidates registered to take the CFA® exams. Pursuing the credential is a rigorous process, which requires a lot of time and effort. And yet, many people around the world sign up for the CFA® exams. The reason is that a CFA® designation can move your resume to the top of the pile in a competitive job market.

We are proud to present you our CFA® Level 1 Bootcamp

The five topics we will cover here are:

· Ethical and Professional Standards

· Quantitative methods

· Economics

· Corporate Finance

· Alternative Investments

This Bootcamp has been designed as a supplement to the official study materials provided by the CFA Institute and should not be seen as a substitute for these materials. Our goal is to make your life a bit easier. The lessons we have prepared are consistent with the current CFA® Level 1 curriculum and exam structure (and will continue to be updated to ensure consistency over time). We cover all Learning Outcome Statements (LOS), and we have dedicated a separate video to each LOS. This ensures that together we will study the concepts that are likely to be tested on the exam.

Why take our bootcamp?

· A successful track record on Udemy – over 570,000 students have enrolled in our trainings

· Experienced team – the authors of this course are finance professionals who have acquired significant practical experience (they have worked for companies like HSBC, Morgan Stanley, PwC, Coca Cola, etc.)

· Carefully scripted and animated tutorials with plenty of real-world examples

· A variety of practice questions at the end of each Reading to test your progress

· Extensive case studies that will help you reinforce what you have learned

· Excellent support: If you don’t understand a concept or you simply want to drop us a line, you’ll receive an answer in one or two business days

· Dynamic: We don’t want to waste your time! The instructors keep up a very good pace throughout the whole course.

We will cover a wide variety of topics, including:

Financial Reporting and Analysis

Understanding income statements, understanding balance sheets, understanding cash flow statements, financial analysis techniques, inventories, long-lived assets, income taxes, non-current liabilities, financial reporting quality, financial statement analysis

Portfolio Management

Overview of portfolio management, portfolio risk and return, portfolio planning and construction, introduction to risk management, fintech in investment management

Equity Investments

Market organization and structure, security market indexes, market efficiency, overview of equity securities, introduction to industry and company analysis, equity valuation

Fixed Income

Defining elements of fixed income securities, issuance, trading, and funding, fixed-income valuation, asset-backed securities, fixed-income risk and return, fundamentals of credit analysis 

Derivatives

Introduction to derivative instruments, pricing, and valuation

Each of these topics builds on the previous ones. And this is one of the considerable benefits you will gain by taking our Bootcamp. You will acquire valuable theoretical and practical skills that are necessary for a successful career in the world of investment management, investment banking, and corporate finance.

Moreover, our focus is to teach topics that flow smoothly and complement each other. The course covers exam concepts at a fraction of the cost of traditional programs (not to mention the amount of time you will save).

We are happy to offer an unconditional 30-day money-back in full guarantee. No risk for you. The content of the course is excellent, and this is a no-brainer for us, as we are certain you will love it.

Why wait? Every day is a missed opportunity.

Click the “Buy Now” button and become a part of our program today.

*CFA Institute does not endorse, promote, review or warrant the accuracy or quality of the products or services offered by 365 Careers or Udemy. The CFA Institute Logo, CFA®, and Chartered Financial Analyst® are just a few of the trademarks owned by CFA Institute.*

* *Please note that the Bootcamp will be split into two courses on Udemy. The reason is that the sheer length of topics we have covered does not allow us to have a single course;

Who this course is for:

  • CFA® Level 1 candidates
  • People interested in taking the CFA® exams
  • Individuals who are interested in a career in finance
  • Anyone who wants to learn Financial Reporting, Portfolio Management, Equity Investments, Fixed Income, Derivatives

Course content

30 sections • 403 lectures

Introduction Preview 01:08

Setting up the Financial Calculator Preview 06:55

Basic Calculations Preview 18:26

Time Value of Money Preview 09:50

Cash Flow Analysis Preview 08:15

Statistics Preview 12:32

Depreciation and Breakeven Preview 09:01

LOS Overview Preview 00:49

Introduction to Financial Reporting and Analysis Preview 03:37

Major Financial Statements Preview 08:45

Supplementary Sources of Financial Information Preview 05:39

Audit Reports Preview 04:23

Financial Statements Analysis Preview 04:10

The Financial Statements Analysis Framework Preview 02:28

Practice Questions (Introduction to Financial Statement Analysis) Preview 00:00

Practice Questions with Answers (Introduction to Financial Statement Analysis) Preview 00:01

LOS Overview Preview 00:48

Importance of Financial Reporting Standards Preview 04:23

Standard-setting Bodies and Regulatory Authorities Preview 04:43

The Conceptual Framework for Financial Reporting (Part I) Preview 08:26

The Conceptual Framework for Financial Reporting (Part II) Preview 08:26

Basics of Accounting Preview 09:27

General Requirements for Financial Statements Preview 05:09

Alternative Reporting Systems Preview 04:36

Practice Questions with Answers (Financial Reporting Standards) Preview 00:01

Practice Questions (Financial Reporting Standards) Preview 00:00

LOS Overview Preview 01:30

Components of the Income Statement Preview 09:18

Alternative Presentation Formats Preview 03:36

Revenue Recognition - General Principles Preview 10:16

Revenue Recognition - Practical Application Preview 06:18

Expense Recognition - General Principles Preview 04:51

Expense Recognition - Practical Application Preview 11:14

Non-recurring Items Preview 08:47

Operating vs. Non-operating Items Preview 02:54

Basic Earnings Per Share (EPS) Preview 11:29

Diluted Earnings Per Share (DEPS) Preview 14:27

Common-size Income Statements Preview 03:38

Profitability Ratios Preview 05:04

Other Comprehensive Income Preview 04:36

Practice Questions (Understanding Income Statements) Preview 00:00

Practice Questions with Answers (Understanding Income Statements) Preview 00:01

LOS Overview Preview 00:59

Elements of the Balance Sheet Preview 05:35

Alternative Presentation Formats Preview 03:01

Uses and Limitations of the Balance Sheet Preview 04:37

Current Assets Preview 11:56

Non-current Assets Preview 11:02

Current Liabilities Preview 08:43

Non-current Liabilities Preview 05:09

Measurement Bases Preview 08:05

Shareholders' Equity Preview 08:22

Common-size Balance Sheets Preview 03:36

Liquidity Ratios Preview 10:11

Solvency Ratios Preview 06:55

Practice Questions (Understanding Balance Sheets) Preview 00:00

Practice Questions with Answers (Understanding Balance Sheets) Preview 00:01

LOS Overview Preview 01:16

Introduction to Cash Flow Statements Preview 04:37

Major Sections in the Cash Flow Statement Preview 06:20

Non-cash Items Preview 02:24

Cash Flow Statements under IFRS and US GAAP Preview 03:26

Direct vs. Indirect Method Preview 04:32

Cash Flow Statements - Links to the Other Financial Statements Preview 03:14

Calculating Cash Flows from Operating Activities (Indirect Method) Preview 10:48

Calculating Cash Flows from Operating Activities (Direct Method) Preview 02:33

Converting from Indirect to Direct Method Preview 05:03

Calculating Cash Flows from Investing and Financing Activities Preview 06:14

Common-size Cash Flow Statements Preview 04:01

Free Cash Flow Indicators Preview 07:29

Cash Flow Ratios Preview 07:21

Calculating Gatsby's Cash Flow Statement (in Excel) Preview 00:03

Practice Questions Preview 00:02

LOS Overview Preview 01:03

Tools and Techniques Used in Financial Analysis Preview 07:41

Activity Ratios Preview 08:45

Activity Ratios - Practical Example Preview 09:11

Liquidity Ratios Preview 10:12

Solvency Ratios Preview 09:34

Profitability Ratios Preview 09:43

Valuation Ratios Preview 11:50

Evaluating a Company Using Ratio Analysis Preview 10:39

DuPont Analysis Preview 08:45

DuPont Analysis - Practical Example Preview 08:26

Ratios Used in Equity Analysis Preview 05:45

Ratios Used in Credit Analysis Preview 06:55

Segment Reporting Preview 05:30

Ratio Analysis & Forecasting Preview 08:47

SaleSmart's Financial Ratios Pack Preview 00:02

Blank SaleSmart's Financial Ratios Pack Preview 00:02

Practice Questions Preview 00:00

Practice Questions with Answers Preview 00:01

LOS Overview Preview 01:02

Inventory Costs Preview 06:04

Inventory Valuation Methods (Part 1) Preview 05:45

Inventory Valuation Methods (Part 2) Preview 04:35

Inventory Valuation Methods (Part 3) Preview 06:05

Inventory Valuation Methods (Part 4) Preview 07:57

Converting Financial Statements from LIFO to FIFO Preview 08:11

Converting Financial Statements from LIFO to FIFO (Exercise) Preview 05:08

Inventory Measurement Preview 05:29

Inventory Disclosures Preview 04:20

The Importance of Inventory Analysis Preview 04:17

Practice Questions Preview 00:03

LOS Overview Preview 00:54

Introduction to Debt Terminology Preview 06:53

Recognition and Measurement of Debt Obligations (Part 1) Preview 05:32

Recognition and Measurement of Debt Obligations (Part 2) Preview 08:15

Interest Rate Calculations Preview 09:05

Debt Covenants Preview 06:22

Non-current Liabilities - Presentation and Disclosure Preview 02:03

Motivations for Leasing Assets Preview 04:40

Lease Accounting: the Lessee's Perspective Preview 08:56

Lease Accounting: the Lessor's Perspective Preview 03:41

Defined Contribution vs. Defined Benefit Pensions Plans Preview 05:54

Practice Questions Preview 00:01

LOS Overview Preview 00:59

Financial Reporting Quality vs. Earnings Quality Preview 03:16

A Spectrum for Assessing Financial Reporting Quality Preview 03:36

Conservative Accounting vs. Aggresive Accounting Preview 04:46

Motivations for Issuing Low-Quality Reports Preview 03:49

The Fraud Triangle Preview 03:09

Mechanisms that Discipline Financial Reporting Quality Preview 05:11

Presentation Choices Preview 03:51

Manipulations of Financial Results Preview 06:49

Accounting Warnings Signs Preview 08:07

LOS Overview Preview 01:16

Evaluating a Company's Past Performance Preview 06:11

Forecasting a Company's Net Income and Cash Flows Preview 10:03

The Role of FSA in Assessing the Quality of Debt Investments Preview 04:49

The Use of FSA in Screening for Potential Equity Investments Preview 08:15

Common Adjustments to a Company's Financial Statements Preview 09:16

LOS Overview Preview 00:50

Portfolio Approach Preview 05:12

Portfolio Management Process Preview 06:30

Types of Investors Preview 06:58

Defined Benefit (DB) and Defined Contribution (DC) Plans Preview 05:35

Mutual Funds Preview 11:28

Separately Managed Accounts (SMAs) and Exchange-traded Funds (ETFs) Preview 04:49

Hedge Funds Preview 04:27

Private Equity Preview 08:22

Practice Questions Preview 00:00

Practice questions

Practice Questions (Answers and explanations) Preview 00:00

LOS Overview Preview 01:03

Return Measures Preview 07:01

Money-weighted Rate of Return Preview 06:23

Time-weighted Rate of Return Preview 03:39

Annualized Return Preview 03:01

The Effect of Fees, Taxes, Inflation and Leverage Preview 05:24

Money-weighted vs Time-weighted Rate of Return Preview 06:59

Major Asset Classes Preview 05:34

Historical vs Expected Returns Preview 03:31

Mean, Variance and Covariance of Asset Returns Preview 05:41

Risk Aversion Preview 05:01

Risk Aversion (Implications) Preview 08:48

Porfolio Standard Deviation Preview 04:22

The Correlation Coefficient Preview 05:28

Investment Opportunity Set Preview 02:39

Minimum-Variance Frontier Preview 03:25

Capital Allocation Line Preview 06:08

Optimal Investor Portfolio Preview 03:16

Practice Questions Preview 00:00

Practice Questions (Answers and explanations) Preview 00:01

LOS Overview Preview 01:09

Two-fund Separation Theorem Preview 04:24

CAL vs. CML Preview 07:20

Systematic vs. Unsystematic Risk Preview 03:30

Return-generating Models Preview 06:39

Calculate and Interpret Beta Preview 04:54

Regression analysis Preview 03:24

Calculate Beta in Excel Preview 08:53

Capital Asset Pricing Model (CAPM) Preview 05:34

Security Market Line (SML) Preview 03:36

Expected Return (CAPM) Preview 04:23

CAPM (Applications) Preview 04:03

Sharpe Ratio and M2 Ratio Preview 04:14

Treynor Ratio and Jensen’s Alpha Preview 05:18

Performance Measures (Example) Preview 04:50

Practice Questions Preview 00:00

Practice Questions (Answers and explanations) Preview 00:01

LOS Overview Preview 00:54

Investment Policy Statement (IPS) Preview 02:39

IPS Components Preview 05:46

Risk and Return Objectives Preview 03:32

Willingness vs. Ability to take risk Preview 04:44

Investment Constraints Preview 04:19

Asset Allocation Preview 03:53

Portfolio Construction (Principles) Preview 03:22

Tactical Asset Allocation Preview 05:55

ESG Investing Preview 05:52

Define Risk Management Preview 01:57

General Risk Management Framework Preview 01:44

The Risk Governance Process Preview 01:20

Risk Tolerance Preview 02:06

Risk Budgeting Preview 02:02

Financial and Non-financial Sources of Risk Preview 04:32

Risk Measures (Part 1) Preview 01:28

Risk Measures (Part 2) Preview 02:05

Subjective and Market-based Risk Estimates Preview 01:51

Risk Management Framework Preview 02:37

LOS Overview Preview 00:37

Technical Analysis - Principles, Applications, Assumptions Preview 02:56

Charts Used in Technical Analysis Preview 05:32

Other Tools Used in Technical Analysis Preview 01:52

Trend, Support and Resistance Lines Preview 03:56

Common Chart Patterns Preview 04:25

Price Indicators Preview 03:46

Momentum Oscillators Preview 03:42

Non-price Based Indicators Preview 04:47

Technical Analysis - Cycles Preview 04:07

Intermarket Analysis Preview 01:09

LOS Overview Preview 01:20

Financial System (Functions) Preview 01:47

Financial System (Purposes) Preview 04:32

Equilibrium Interest Rate Preview 02:40

Asset Classification Preview 05:02

Security Types Preview 04:48

Pooled Investment Vehicles Preview 08:09

Currencies Preview 02:20

Derivative Contracts Preview 07:37

Real Assets Preview 03:50

Financial Intermediaries Preview 03:59

Dealers Preview 03:50

Depository Institutions Preview 03:13

Insurance Companies Preview 02:44

Arbitrageurs Preview 02:54

Clearinghouses and Custodians Preview 02:46

Long and Short Position Preview 03:59

Short Position Preview 02:46

Leveraged Position Preview 03:44

Leverage Ratio Preview 04:25

Margin Call Preview 02:48

Trade Order Preview 02:38

Execution Instructions Preview 06:39

Validity Instructions Preview 05:45

Clearing Instructions Preview 01:47

Primary vs. Secondary Market Preview 01:57

Initial Public Offering (IPO) Preview 05:56

Other Primary Market Transactions Preview 05:46

Secondary Market Structures Preview 04:09

Execution Mechanisms Preview 07:22

Market Information Systems Preview 01:21

Characteristics of a Well-functioning Financial System Preview 04:48

Market Regulation Preview 04:39

Practice Questions Preview 00:00

Practice Questions (Answers and explanations) Preview 00:01

LOS Overview Preview 01:08

Security Market Index Preview 01:23

Price and Total Return Preview 04:56

Single-period Total Return Preview 02:06

Index Value (Multiple Time Periods) Preview 02:28

Index Construction and Management Preview 02:14

Index Weighting Preview 02:56

Equal Weighting Preview 02:06

Market-capitalization Weighting Preview 01:59

Float-adjusted Market-capitalization Weighting Preview 02:14

Fundamental Weighting Preview 02:31

Price-weighted Index (Value and Return) Preview 05:12

Market-capitalization-weighted Index (Value and Return) Preview 03:07

Equal-weighted Index (Value and Return) Preview 04:24

Index returns (Excel) Preview 00:00

Index return (excel)

Index Rebalancing Preview 03:43

Market Indexes (Applications) Preview 05:05

Equity Index Types Preview 03:54

Fixed-Income Index Types Preview 01:32

Alternative Investment Index Types Preview 04:21

Security Market Indexes (Comparison) Preview 04:50

Practice Questions Preview 00:00

Practice Questions (Answers and Explanations) Preview 00:01

LOS Overview Preview 01:03

Market Efficiency Preview 04:15

Market vs. Intrinsic Value Preview 02:20

Market Efficiency: Factors Preview 06:53

Market Efficiency Forms Preview 05:59

Market Efficiency Forms (Implications) Preview 05:05

Market Anomalies Preview 02:53

Market Anomalies (Types) Preview 04:13

Momentum and Overreaction Anomalies Preview 03:19

Cross-Sectional Anomalies Preview 02:53

Other Market Anomalies Preview 06:31

Behavioral Finance Preview 04:41

Practice Questions Preview 00:00

Practice Questions (Answers and Explanations) Preview 00:01

LOS Overview Preview 00:55

Equity Securities (Characteristics) Preview 07:12

Voting Rights Preview 01:50

Private vs. Public Equity Preview 06:16

Non-domestic Stocks Preview 07:58

Equity (Risk and Return) Preview 05:04

The Role of Equity in Company Financing Preview 01:50

Market vs Book Value of Equity Preview 01:45

Return on Equity Preview 04:28

Cost of Equity Preview 04:02

Practice Questions Preview 00:00

Practice Questions (Answers and explanations) Preview 00:01

Practice Questions (Answers and explanations)

LOS Overview Preview 01:02

Industry Classification Systems Preview 04:02

Commercial Industry Classification Systems Preview 03:16

Governmental Industry Classification Systems Preview 03:16

Cyclical vs. Non-cyclical Firms Preview 05:13

Peer Group Analysis Preview 03:51

Industry Analysis (Elements) Preview 06:04

Strategic Analysis (Principles) Preview 08:21

Barriers to Entry Preview 06:07

Industry Concentration Preview 05:33

Industry Capacity Preview 06:06

Industry Life-cycle Model Preview 07:42

Representative Industries (Characteristics) Preview 05:48

Industry Growth, Profitability, and Risk (External Influences) Preview 05:11

Company Analysis (Elements) Preview 08:27

Practice Questions Preview 00:00

Practice Questions (Answers and explanations) Preview 00:01

LOS Overview Preview 01:17

Market vs. Intrinsic Value Preview 06:27

Equity Valuation Models (Categories) Preview 03:31

Dividend Payments Preview 05:43

Dividend Payment Chronology Preview 02:26

Dividend Discount Model Preview 06:13

Free-cash-flow-to-equity Model Preview 04:17

Required Rate of Return (Common Equity) Preview 03:42

Fundamental Value of Preferred Stock Preview 02:08

Gordon Growth Model Preview 07:17

Multistage Dividend Discount Model Preview 05:01

Present Value Models-Overview Preview 02:43

Multiplier Model Preview 04:43

Common Price Multiples Preview 04:56

Price Multiples Based on Fundamentals Preview 04:30

Price Multiples Based on Comparables Preview 05:54

Enterprise Value Multiple Preview 05:24

Asset-based Valuation Model Preview 04:24

Equity Valuation Models-Strengths and Weaknesses Preview 03:42

Practice Questions Preview 00:00

Practice Questions (Answers and explanations) Preview 00:01

LOS Overview Preview 00:38

Introduction to Fixed Income Preview 03:54

Basic Features of Fixed-income Securities Preview 08:13

Bond Indenture Preview 02:54

Bond Covenants Preview 02:16

Legal, Regulatory, and Tax Considerations Preview 05:04

Cash Flow Structures (Part 1) Preview 02:46

Cash Flow Structures (Part 2) Preview 04:51

Cash Flow Structures (Part 3) Preview 01:36

Contingency Provisions Preview 08:06

Practice Questions (Defining Fixed-income Elements) Preview 00:00

Practice Questions with Answers (Defining Fixed-income Elements) Preview 00:01

LOS Overview Preview 00:54

Global Fixed-Income Markets Preview 04:17

The Interbank Offered Rate Preview 02:54

Primary Bond Markets Preview 07:10

Secondary Bond Markets Preview 02:10

Sovereign Bonds Preview 02:22

Other Types of Bonds Preview 03:23

Corporate Debt (Part 1) Preview 05:08

Corporate Debt (Part 2) Preview 04:04

Structured Financial Instruments Preview 05:30

Short-term Funding Alternatives to Banks Preview 04:16

Repurchase Agreements Preview 07:08

Practice Questions (Fixed-income Markets) Preview 00:00

Practice Questions with Answers (Fixed-income Markets) Preview 00:01

LOS Overview Preview 00:53

Calculating a Bond's Price Preview 06:27

Bond Features - Interrelationships Preview 05:45

Spot Rates Preview 05:17

Calculating Full Price, Flat Price, and Accrued Interest Preview 12:08

Matrix Pricing Preview 02:19

Calculating Annual Yields Preview 04:55

Yield Measures - Fixed-rate Bonds Preview 07:25

Yield Measures - Floating-rate Notes Preview 08:37

Yield Measures - Money Market Instruments Preview 08:18

Yield Curves Preview 04:17

Forward vs. Spot Rates Preview 09:57

Yield Spread Measures Preview 06:03

LOS Overview Preview 00:56

Define Derivatives Preview 04:27

Hedging vs. Speculating Preview 02:47

Forward Commitments vs. Contingent Claims Preview 02:33

Forwards, Futures, and Swaps Preview 09:25

Options and Credit Derivatives Preview 06:30

Call Options Preview 06:27

Put Options Preview 04:30

Controversies Related to Derivatives Preview 02:41

Arbitrage Preview 03:42

Practice Questions Preview 00:02

LOS Overview Preview 01:11

Pricing Principles Preview 04:22

Price vs. Value Preview 05:46

Net Cost of Carry Preview 03:11

Calculation Price and Value during the Life of a Contract Preview 03:27

Monetary vs. Non-Monetary Costs and Benefits Preview 03:34

The Effects of Costs and Benefits on a Forward's Value Preview 02:23

Forward Rate Agreements Preview 02:49

Swaps vs. Series of Forwards Preview 04:04

Forwards vs. Futures Preview 04:14

Calculating Swaps' Value and Price Preview 03:46

Options Preview 04:28

Types of Options Preview 02:49

Calculating the Value of an Option Contract Preview 06:41

One-period Binomial Model Preview 05:14

European vs. American Options Preview 02:37

Practice Questions Preview 00:02

Completing 100% Preview 00:25