Ethics Lectures:

 Industry Overview
 Ethics Overview
 Standard I (Professionalism)
 Standard II (Integrity of Capital Markets)
 Standard III (Duties to Clients)
 Standard IV (Duties to Employers)
 Standard V (Investment Analysis, Recommendations and Actions)
 Standard VI (Conflicts of Interest)
 Standard VII (Responsibilities as CFAI Member)
 GIPS (Global Investment Performance Standards)

Quantitative Methods Lectures:

 Texas Instruments BA II Plus Calculator Tutorial

 Time Value of Money – Part 1
 Time Value of Money – Part 2
 Discounted Cash Flow Applications – Part 1
 Discounted Cash Flow Applications – Part 2
 Statistical Concepts – Part 1
 Statistical Concepts – Part 2
 Statistical Concepts – Part 3 (Measures of Dispersion)
 Probability Concepts – Part 1
 Probability Concepts – Part 2
 Probability Distributions – Part 1 (Discrete)
 Probability Distributions – Part 2 (Continuous)
 Probability Distributions – Part 3 (Applications)
 Sampling and Estimation
 Hypothesis Testing – Part 1 (Basic process; hypothesis for population mean)
 Hypothesis Testing – Part 2 (Comparison of means, chi-squared, F-test, etc)
 Technical Analysis

Economics lectures:

 Elasticity
 Efficiency and Equity
 Markets in Action
 Organizing Production
 Output and Costs
 Perfect Competition
 Monopoly
  Monopolistic Competition and Oligopoly
 Markets for Factors of Production
 Monitoring Jobs and the Price Level
 Aggregate Supply and Aggregate Demand – Part 1
 Aggregate Supply and Aggregate Demand – Part 2
 Money Price Level and Inflation – Part 1
 Money Price Level and Inlation – Part 2
 Inflation Unemployment and the Business Cycle
 Fiscal Policy – Part 1
 Fiscal Policy – Part 2
 Monetary Policy

Financial Reporting and Analysis Lectures:

 Financial Statement Analysis: An Introduction

 Financial Reporting Mechanics
 Financial Reporting Standards
 Understanding the Income Statement – Part 1 (Overview and Revenue
Recognition)
 Understanding the Income Statement – Part 2 (Expense Recognition)
 Understanding the Income Statement – Part 3 (EPS, Ratios, OCI)
 Understanding the Balance Sheet – Part 1
 Understanding the Balance Sheet – Part 2
 Understanding the Cash Flow Statement – Part 1 (Overview and CFO)
 Understanding the Cash Flow Statement – Part 2 (CFI, CFF and Conclusion)
 Financial Statement Analysis (Ratio Analysis)
 Inventories – Part 1 (Capitalize Inventory, FIFO, LIFO, SI, WAC, Comparison of
Methods)
 Inventories – Part 2 (Perpetual vs. Periodic, Lower of Cost and NRV/Market,
Ratios, Analysis, Disclosure)
 Long Lived Assets – Part 1 (Capitalized vs Expense, Capitalized Interest,
Intangible Assets)
 Long Lived Assets – Part 2 (Depreciation, Amortization, Revaluation,
Impairment, Derecognition, Disclosures)
 Income Taxes – Part 1 (Overview, creation of DTL and DTA, Tax Base vs.
Carrying Value)
 Income Taxes – Part 2 (Relation between tax expense, tax payable and more…)
 Non-current Liabilities (Bonds)
 Non-current Liabilities (Leasing overview and accouting from lessee perspective)
 Non-current Liabilities (Lessor perspective, pension accounting basics, solvency
ratios)
  Financial Reporting Quality: Red Flags and Accounting Warning Signs
 Accounting Schenanigans on the Cash Flow Statement
 FSA Applications
 International Standards Convergence

Corporate Finance Lectures:

 Capital Budgeting – Part 1

 Capital Budgeting – Part 2
 Cost of Capital – Part 1 (Overview, basic formula, optimal capital budget,
determining weights)
 Cost of Capital – Part 2 (Determining cost of debt, preferred shares and equity)
 Cost of Capital – Part 3 (Estimating beta using pure play method, country risk
premium, MCC schedule, flotation)
 Measures of Leverage
 Dividends and Share Repurchases
 Working Capital Management – Part 1
 Working Capital Management – Part 2
 Finacial Statement Analysis
 Corporate Governance

Portfolio Management Lectures:

 Portfolio Management: An Overview Part 1 (Portfolio Perspective, Investment

Clients)
 Portfolio Management: An Overview Part 2 (Portfolio Management Process,
Pooled Investments)
 Portfolio Risk and Return – Part 1A (Asset Classes, Correlation, 2-Asset
Portfolio, Diversification Benefit)
 Portfolio Risk and Return – Part 1B (Efficient Frontier, CAL, Risk Aversion,
Optimal Portfolio)
 Portfolio Risk and Return – Part 2A(CML, Systematic and Unsystematic Risk,
Beta, Return Generating Model)
 Portfolio Risk and Return – Part 2B (CAPM, SML, Sharpe, Treynor, M-Squared,
Jensen)
 Basics of Portfolio Planning and Construction (IPS, Risk/ Return, Constraints,
SAA, TAA, Risk Budgeting)

Equity Investments Lectures:

 Market Organization and Structure – Part 1 (Financial System, Assets, Markets,

Investments)
  Market Organization and Structure – Part 2 (Financial Intermediaries, Short Sales,
Margin Trades)
 Market Organization and Sturcutre – Part 3 (Trade Execution, Primary/
Secondary Markets, Characteristics)
 Security Market Indicies
 Market Efficiency – Part 1 (Market Efficiency, Weak Form, Semi-Strong Form
and Strong Form EMH)
 Market Efficiency – Part 2 (Anomalies, Behavioral Finance)
 Overview of Equity Securities – Part 1 (Importance, Characteristics, Private
Equity)
 Overview of Equity Securities – Part 2 (DR, GDR, ADR, Book Value, Market
Value, ROE, Cost of Equity)
 Industry and Company Analysis (Uses, Classification, Peers, Strategic Analysis,
Company Analysis)
 Equity Valuation – Part 1 (Overview, DCF Methods, CAPM, g=ROExRR)
 Equity Valuation – Part 2 (Price Multiples based on comparables and
fudamentals, EV, Asset AdBased Models)
 Equity Valuation – Part 3 (Advantages and disadvantages of different methods)

Fixed Income Lectures:

 Features of Debt Securities – Part 1 (Bond Features, Indenture, Coupon Structures,

Accrued Interest)
 Features of Debt Securities – Part 2 (Amortizing and non-amortizing bonds, Call
Provision, Refunding, Sinking Fund)
 Risks Associated with Investing in Bonds – Part 1 (Interest rate risk and yield curve risk)
 Risks Associated with Investing in Bonds – Part 2 (All other risks)
 Overview of Bond Sectors and Instruments – Part 1 (Treasuries, TIPS, STRIPS)
 Overview of Bond Sectors and Instruments – Part 2 (Agency securities, MBS, MPS,
CMO)
 Overview of Bond Sectors and Instruments – Part 3 (ABS, CDO)
 Overview of Bond Sectors and Instruments – Part 4 (Munis, Corporate Bonds)
 Understanding Yield Spreads – Part 1 (Yield curve shapes and theories, spot rates, yield
measures)
 Understanding Yield Spreads – Part 2 (Credit Spread, OAS, Liquidity Spread, LIBOR)
 Valuation of Debt Securities – Part 1 (Valuation process, valuation of different types of
bonds)
 Valuation of Debt Securities – Part 2 (Full price and accrued interest, arbitrage free
pricing)
 Yield Measures, Spot Rates and Forward Rates – Part 1 (Yield Measures)
  Yield Measures, Spot Rates and Forward Rates – Part 2 (Reinvestment Income and
Reinvestment Risk)
 Yield Measures, Spot Rates and Forward Rates – Part 3 (Spot Rates and Bootstrapping)
 Yield Measures, Spot Rates and Forward Rates – Part 4 (Nominal Spread, Z-Spread and
OAS)
 Yield Measures, Spot Rates and Forward Rates – Part 5 (Forward Rates)
 Measurement of Interest Rate Risk – Part 1 (Full Valuation, Duration, Convexity)
 Measurement of Interest Rate Risk – Part 2 (Price vs Yield of Callable and Puttable
Bonds, Duration, Convexity)

Derivatives lectures:

 Forward Markets and Contracts – Part 1 (Short, Long, Dealer, End User, Settlement,
Equity and Bond Contracts)
 Forward Markets and Contracts – Part 2 (LIBOR, FRA, Currency Contracts)
 Futures Markets and Contracts – Part 1 (Forwards vs. Futures, Initial and Maintenace
Margin Requirements)
 Futures Markets and Contracts – Part 2 (Price Limits, Termination, T-Bill, Bond, Index,
Currency Contracts)
 Option Markets and Contracts – Part 1 (Call and put, OTC vs. exchange traded options,
moneyness)
 Option Markets and Contracts – Part 2 (Interest rate and currency options, cap, floor,
FRA = long call + short put)
 Option Markets and Contracts – Part 3 (Payoff diagrams, principles of option valuation)
 Swaps – Part 1 (Plain vanilla interest rate swaps, characteristics of a swap)
 Swaps – Part 2 (Currency swaps, equity swaps, swap termination)
 Risk Management Applications of Option Strategies (Payoff and profit for call, put,
covered call and protective put)
 Alternative Investment Lectures:
 Mutual Funds and Exchange Traded Funds (NAV, open-end and close-end funds,
advantages and risks of ETFs)
 Real Estate (Forms and characteristics, valuation approaches: cost, comparision, income
and DCF)
 Venture Capital and Hedge Funds
 Closely Held Companies, Distressed Securities and Commodities
 Investing in Commodities