11-09-2024, 07:35 PM
7.16 GB | 00:12:08 | mp4 | 1280X720 | 16:9
Genre:eLearning |Language:English
Files Included :
001 What Does the Course Cover (55.49 MB)
001 Introduction (14.01 MB)
002 Setting up the Financial Calculator (23.87 MB)
003 Basic Calculations (74.89 MB)
004 Time Value of Money (40.86 MB)
005 Cash Flow Analysis (28.88 MB)
006 Statistics (44.4 MB)
007 Depreciation and Breakeven (37.85 MB)
001 LOS Overview (2.87 MB)
002 Introduction to Financial Reporting and Analysis (9.51 MB)
003 Major Financial Statements (71.24 MB)
004 Supplementary Sources of Financial Information (15.41 MB)
005 Audit Reports (11.43 MB)
006 Financial Statements Analysis (27.36 MB)
007 The Financial Statements Analysis Framework (8.15 MB)
001 LOS Overview (2.74 MB)
002 Importance of Financial Reporting Standards (11.65 MB)
003 Standard-setting Bodies and Regulatory Authorities (11.7 MB)
004 The Conceptual Framework for Financial Reporting (Part I) (22.06 MB)
005 The Conceptual Framework for Financial Reporting (Part II) (27.95 MB)
006 Basics of Accounting (61.64 MB)
007 General Requirements for Financial Statements (17.88 MB)
008 Alternative Reporting Systems (16.15 MB)
001 LOS Overview (5.97 MB)
002 Components of the Income Statement (25.9 MB)
003 Alternative Presentation Formats (9.78 MB)
004 Revenue Recognition - General Principles (26.64 MB)
005 Revenue Recognition - Practical Application (21.92 MB)
006 Expense Recognition - General Principles (12.81 MB)
007 Expense Recognition - Practical Application (30.77 MB)
008 Non-recurring Items (23.15 MB)
009 Operating vs Non-operating Items (8.1 MB)
010 Basic Earnings Per Share (EPS) (80.43 MB)
011 Diluted Earnings Per Share (DEPS) (83.52 MB)
012 Common-size Income Statements (9.65 MB)
013 Profitability Ratios (14.1 MB)
014 Other Comprehensive Income (12.69 MB)
001 LOS Overview (2.42 MB)
002 Elements of the Balance Sheet (49.55 MB)
003 Alternative Presentation Formats (8.18 MB)
004 Uses and Limitations of the Balance Sheet (12.53 MB)
005 Current Assets (39.13 MB)
006 Non-current Assets (36.56 MB)
007 Current Liabilities (22.62 MB)
008 Non-current Liabilities (13.78 MB)
009 Measurement Bases (20.67 MB)
010 Shareholders' Equity (26.76 MB)
011 Common-size Balance Sheets (9.63 MB)
012 Liquidity Ratios (25.95 MB)
013 Solvency Ratios (18.55 MB)
001 LOS Overview (4.32 MB)
002 Introduction to Cash Flow Statements (12.12 MB)
003 Major Sections in the Cash Flow Statement (17.3 MB)
004 Non-cash Items (6 MB)
005 Cash Flow Statements under IFRS and US GAAP (8.98 MB)
006 Direct vs Indirect Method (40.58 MB)
007 Cash Flow Statements - Links to the Other Financial Statements (8.95 MB)
008 Calculating Cash Flows from Operating Activities (Indirect Method) (39.76 MB)
009 Calculating Cash Flows from Operating Activities (Direct Method) (7.73 MB)
010 Converting from Indirect to Direct Method (12.9 MB)
011 Calculating Cash Flows from Investing and Financing Activities (21.35 MB)
012 Common-size Cash Flow Statements (11.25 MB)
013 Free Cash Flow Indicators (61.4 MB)
014 Cash Flow Ratios (19.44 MB)
001 LOS Overview (2.69 MB)
002 Tools and Techniques Used in Financial Analysis (24.44 MB)
003 Activity Ratios (33.05 MB)
004 Activity Ratios - Practical Example (50.37 MB)
005 Liquidity Ratios (54.34 MB)
006 Solvency Ratios (52.33 MB)
007 Profitability Ratios (53.82 MB)
008 Valuation Ratios (59.48 MB)
009 Evaluating a Company Using Ratio Analysis (36.07 MB)
010 DuPont Analysis (56.35 MB)
011 DuPont Analysis - Practical Example (45.84 MB)
012 Ratios Used in Equity Analysis (18.8 MB)
013 Ratios Used in Credit Analysis (17.89 MB)
014 Segment Reporting (22.09 MB)
015 Ratio Analysis & Forecasting (48.77 MB)
001 LOS Overview (2.69 MB)
002 Inventory Costs (15 MB)
003 Inventory Valuation Methods (Part 1) (42.47 MB)
004 Inventory Valuation Methods (Part 2) (11.9 MB)
005 Inventory Valuation Methods (Part 3) (20.87 MB)
006 Inventory Valuation Methods (Part 4) (25.82 MB)
007 Converting Financial Statements from LIFO to FIFO (26.94 MB)
008 Converting Financial Statements from LIFO to FIFO (Exercise) (13.7 MB)
009 Inventory Measurement (13.52 MB)
010 Inventory Disclosures (17.19 MB)
011 The Importance of Inventory Analysis (10.55 MB)
001 LOS Overview (2.15 MB)
002 Introduction to Debt Terminology (17.75 MB)
003 Recognition and Measurement of Debt Obligations (Part 1) (15.43 MB)
004 Recognition and Measurement of Debt Obligations (Part 2) (27.69 MB)
005 Interest Rate Calculations (28.55 MB)
006 Debt Covenants (44.12 MB)
007 Non-current Liabilities - Presentation and Disclosure (6.83 MB)
008 Motivations for Leasing Assets (32.15 MB)
009 Lease Accounting the Lessee's Perspective (44.17 MB)
010 Lease Accounting the Lessor's Perspective (9.45 MB)
011 Defined Contribution vs Defined Benefit Pensions Plans (15.6 MB)
001 LOS Overview (3.18 MB)
002 Financial Reporting Quality vs Earnings Quality (25.11 MB)
003 A Spectrum for Assessing Financial Reporting Quality (9.4 MB)
004 Conservative Accounting vs Aggresive Accounting (12.51 MB)
005 Motivations for Issuing Low-Quality Reports (10.12 MB)
006 The Fraud Triangle (7.59 MB)
007 Mechanisms that Discipline Financial Reporting Quality (13.8 MB)
008 Presentation Choices (9.49 MB)
009 Manipulations of Financial Results (23.43 MB)
010 Accounting Warnings Signs (20.71 MB)
001 LOS Overview (3.09 MB)
002 Evaluating a Company's Past Performance (22.28 MB)
003 Forecasting a Company's Net Income and Cash Flows (67.04 MB)
004 The Role of FSA in Assessing the Quality of Debt Investments (13.48 MB)
005 The Use of FSA in Screening for Potential Equity Investments (49.38 MB)
006 Common Adjustments to a Company's Financial Statements (24.22 MB)
001 LOS Overview (2.39 MB)
002 Portfolio Approach (37.39 MB)
003 Portfolio Management Process (19.25 MB)
004 Types of Investors (32.44 MB)
005 Defined Benefit (DB) and Defined Contribution (DC) Plans (25.72 MB)
006 Mutual Funds (53.2 MB)
007 Separately Managed Accounts (SMAs) and Exchange-traded Funds (ETFs) (14.26 MB)
008 Hedge Funds (12.71 MB)
009 Private Equity (38.46 MB)
001 LOS Overview (3.1 MB)
002 Return Measures (26.92 MB)
003 Money-weighted Rate of Return (17.92 MB)
004 Time-weighted Rate of Return (10.59 MB)
005 Annualized Return (8.42 MB)
006 The Effect of Fees, Taxes, Inflation and Leverage (15.8 MB)
007 Money-weighted vs Time-weighted Rate of Return (19.62 MB)
008 Major Asset Classes (21.27 MB)
009 Historical vs Expected Returns (13.44 MB)
010 Mean, Variance and Covariance of Asset Returns (20.71 MB)
011 Risk Aversion (20.12 MB)
012 Risk Aversion (Implications) (25.01 MB)
013 Porfolio Standard Deviation (12.01 MB)
014 The Correlation Coefficient (19.79 MB)
015 Investment Opportunity Set (7.61 MB)
016 Minimum-Variance Frontier (9.72 MB)
017 Capital Allocation Line (17.51 MB)
018 Optimal Investor Portfolio (9.24 MB)
001 LOS Overview (3.34 MB)
002 Two-fund Separation Theorem (12.64 MB)
003 CAL vs CML (20.5 MB)
004 Systematic vs Unsystematic Risk (9.9 MB)
005 Return-generating Models (18.4 MB)
006 Calculate and Interpret Beta (14.11 MB)
007 Regression analysis (9.15 MB)
008 Calculate Beta in Excel (75.72 MB)
009 Capital Asset Pricing Model (CAPM) (21.4 MB)
010 Security Market Line (SML) (10.06 MB)
011 Expected Return (CAPM) (12.11 MB)
012 CAPM (Applications) (11.4 MB)
013 Sharpe Ratio and M2 Ratio (11.63 MB)
014 Treynor Ratio and Jensen's Alpha (14.77 MB)
015 Performance Measures (Example) (12.9 MB)
001 LOS Overview (2.61 MB)
002 Investment Policy Statement (IPS) (12.2 MB)
003 IPS Components (15.25 MB)
004 Risk and Return Objectives (10.09 MB)
005 Willingness vs Ability to take risk (17.71 MB)
006 Investment Constraints (16.85 MB)
007 Asset Allocation (11.45 MB)
008 Portfolio Construction (Principles) (9.35 MB)
009 Tactical Asset Allocation (22.91 MB)
010 ESG Investing (17.92 MB)
001 Define Risk Management (9.77 MB)
002 General Risk Management Framework (5.23 MB)
003 The Risk Governance Process (3.94 MB)
004 Risk Tolerance (6.29 MB)
005 Risk Budgeting (7.89 MB)
006 Financial and Non-financial Sources of Risk (17.49 MB)
007 Risk Measures (Part 1) (4.15 MB)
008 Risk Measures (Part 2) (6.04 MB)
009 Subjective and Market-based Risk Estimates (7.04 MB)
010 Risk Management Framework (7.8 MB)
001 LOS Overview (1.76 MB)
002 Technical Analysis - Principles, Applications, Assumptions (8.36 MB)
003 Charts Used in Technical Analysis (25.73 MB)
004 Other Tools Used in Technical Analysis (13.2 MB)
005 Trend, Support and Resistance Lines (27.84 MB)
006 Common Chart Patterns (16.05 MB)
007 Price Indicators (18.19 MB)
008 Momentum Oscillators (13.86 MB)
009 Non-price Based Indicators (13.36 MB)
010 Technical Analysis - Cycles (15.87 MB)
011 Intermarket Analysis (3.45 MB)
001 LOS Overview (3.84 MB)
002 Financial System (Functions) (5.47 MB)
003 Financial System (Purposes) (34.44 MB)
004 Equilibrium Interest Rate (7.98 MB)
005 Asset Classification (15.02 MB)
006 Security Types (14.44 MB)
007 Pooled Investment Vehicles (24.19 MB)
008 Currencies (7.08 MB)
009 Derivative Contracts (28.77 MB)
010 Real Assets (14.27 MB)
011 Financial Intermediaries (16.15 MB)
012 Dealers (11.45 MB)
013 Depository Institutions (13.21 MB)
014 Insurance Companies (8.06 MB)
015 Arbitrageurs (8.43 MB)
016 Clearinghouses and Custodians (10.61 MB)
017 Long and Short Position (10.94 MB)
018 Short Position (8.26 MB)
019 Leveraged Position (10.82 MB)
020 44-f-1-Leverage-Ratio (15.37 MB)
020 Leverage Ratio (12.7 MB)
021 Margin Call (7.93 MB)
022 Trade Order (9.96 MB)
023 Execution Instructions (22.46 MB)
024 Validity Instructions (25.85 MB)
025 Clearing Instructions (5.29 MB)
026 Primary vs Secondary Market (6 MB)
027 Initial Public Offering (IPO) (23.01 MB)
028 Other Primary Market Transactions (16.65 MB)
029 Secondary Market Structures (18.81 MB)
030 Execution Mechanisms (28.15 MB)
031 Market Information Systems (4 MB)
032 Characteristics of a Well-functioning Financial System (19.23 MB)
033 Market Regulation (18.53 MB)
001 LOS Overview (3.36 MB)
002 Security Market Index (3.95 MB)
003 Price and Total Return (13.79 MB)
004 Single-period Total Return (6.06 MB)
005 Index Value (Multiple Time Periods) (7.1 MB)
006 Index Construction and Management (9.27 MB)
007 Index Weighting (11.15 MB)
008 Equal Weighting (6.13 MB)
009 Market-capitalization Weighting (7.61 MB)
010 Float-adjusted Market-capitalization Weighting (8.48 MB)
011 Fundamental Weighting (7.26 MB)
012 Price-weighted Index (Value and Return) (21.36 MB)
013 Market-capitalization-weighted Index (Value and Return) (12.6 MB)
014 Equal-weighted Index (Value and Return) (15.22 MB)
016 Index Rebalancing (10.45 MB)
017 Market Indexes (Applications) (23.33 MB)
018 Equity Index Types (11.6 MB)
019 Fixed-Income Index Types (4.33 MB)
020 Alternative Investment Index Types (12.59 MB)
021 Security Market Indexes (Comparison) (23.61 MB)
001 LOS Overview (2.98 MB)
002 Market Efficiency (12.31 MB)
003 Market vs Intrinsic Value (8.78 MB)
004 Market Efficiency Factors (26.79 MB)
005 Market Efficiency Forms (22.42 MB)
006 Market Efficiency Forms (Implications) (34.44 MB)
007 Market Anomalies (10.07 MB)
008 Market Anomalies (Types) (12.25 MB)
009 Momentum and Overreaction Anomalies (13.28 MB)
010 Cross-Sectional Anomalies (10.61 MB)
011 Other Market Anomalies (18.44 MB)
012 Behavioral Finance (18.24 MB)
001 LOS Overview (2.65 MB)
002 Equity Securities (Characteristics) (51.36 MB)
003 Voting Rights (5.43 MB)
004 Private vs Public Equity (18.57 MB)
005 Non-domestic Stocks (36.09 MB)
006 Equity (Risk and Return) (18.06 MB)
007 The Role of Equity in Company Financing (5.45 MB)
008 Market vs Book Value of Equity (5.16 MB)
009 Return on Equity (12.68 MB)
010 Cost of Equity (11.95 MB)
001 LOS Overview (3.16 MB)
002 Industry Analysis (12.18 MB)
003 Industry Classification Systems (11.98 MB)
004 Commercial Industry Classification Systems (12.94 MB)
005 Governmental Industry Classification Systems (15.38 MB)
006 Cyclical vs Non-cyclical Firms (15.05 MB)
007 Peer Group Analysis (14.52 MB)
008 Industry Analysis (Elements) (28.74 MB)
009 Strategic Analysis (Principles) (58.36 MB)
010 Barriers to Entry (27.04 MB)
011 Industry Concentration (20.67 MB)
012 Industry Capacity (41.6 MB)
013 Industry Life-cycle Model (30.03 MB)
014 Representative Industries (Characteristics) (42.87 MB)
015 Industry Growth, Profitability, and Risk (External Influences) (20.42 MB)
016 Company Analysis (Elements) (32.04 MB)
001 LOS Overview (14.49 MB)
002 Market vs Intrinsic Value (56.95 MB)
003 Equity Valuation Models (Categories) (32.06 MB)
004 Dividend Payments (51.97 MB)
005 Dividend Payment Chronology (23.72 MB)
006 Dividend Discount Model (50.47 MB)
007 Free-cash-flow-to-equity Model (41.64 MB)
008 Required Rate of Return (Common Equity) (33.2 MB)
009 Fundamental Value of Preferred Stock (17.6 MB)
010 Gordon Growth Model (62.13 MB)
011 Multistage Dividend Discount Model (43.26 MB)
012 Present Value Models-Overview (26.01 MB)
013 Multiplier Model (34.91 MB)
014 Common Price Multiples (42.82 MB)
015 Price Multiples Based on Fundamentals (38.47 MB)
016 Price Multiples Based on Comparables (56.18 MB)
017 Enterprise Value Multiple (47.8 MB)
018 Asset-based Valuation Model (39.39 MB)
019 Equity Valuation Models-Strengths and Weaknesses (37.56 MB)
001 LOS Overview (1.82 MB)
002 Introduction to Fixed Income (11.16 MB)
003 Basic Features of Fixed-income Securities (22.5 MB)
004 Bond Indenture (8.13 MB)
005 Bond Covenants (6.16 MB)
006 Legal, Regulatory, and Tax Considerations (14.64 MB)
007 Cash Flow Structures (Part 1) (9.55 MB)
008 Cash Flow Structures (Part 2) (17.46 MB)
009 Cash Flow Structures (Part 3) (4.24 MB)
010 Contingency Provisions (23 MB)
001 LOS Overview (2.43 MB)
002 Global Fixed-Income Markets (12.66 MB)
003 The Interbank Offered Rate (11.06 MB)
004 Primary Bond Markets (64.44 MB)
005 Secondary Bond Markets (6.27 MB)
006 Sovereign Bonds (7.12 MB)
007 Other Types of Bonds (9.81 MB)
008 Corporate Debt (Part 1) (14.97 MB)
009 Corporate Debt (Part 2) (11.78 MB)
010 Structured Financial Instruments (16.09 MB)
011 Short-term Funding Alternatives to Banks (12.82 MB)
012 Repurchase Agreements (20.61 MB)
001 LOS Overview (2.54 MB)
002 Calculating a Bond's Price (55.28 MB)
003 Bond Features - Interrelationships (22.4 MB)
004 Spot Rates (15.49 MB)
005 Calculating Full Price, Flat Price, and Accrued Interest (113.21 MB)
006 Matrix Pricing (11.15 MB)
007 Calculating Annual Yields (19.06 MB)
008 Yield Measures - Fixed-rate Bonds (28.46 MB)
009 Yield Measures - Floating-rate Notes (25.41 MB)
010 Yield Measures - Money Market Instruments (31.29 MB)
011 Yield Curves (12.46 MB)
012 Forward vs Spot Rates (29.12 MB)
013 Yield Spread Measures (16.78 MB)
001 LOS Overview (2.48 MB)
002 Define Derivatives (20.05 MB)
003 Hedging vs Speculating (8.14 MB)
004 Forward Commitments vs Contingent Claims (7.16 MB)
005 Forwards, Futures, and Swaps (26.23 MB)
006 Options and Credit Derivatives (28.78 MB)
007 Call Options (17.86 MB)
008 Put Options (12.11 MB)
009 Controversies Related to Derivatives (10.17 MB)
010 Arbitrage (10.99 MB)
001 LOS Overview (3.42 MB)
002 Pricing Principles (12.92 MB)
003 Price vs Value (15.92 MB)
004 Net Cost of Carry (9.22 MB)
005 Calculation Price and Value during the Life of a Contract (9.58 MB)
006 Monetary vs Non-Monetary Costs and Benefits (33.01 MB)
007 The Effects of Costs and Benefits on a Forward's Value (6.8 MB)
008 Forward Rate Agreements (8.23 MB)
009 Swaps vs Series of Forwards (11.76 MB)
010 Forwards vs Futures (12.47 MB)
011 Calculating Swaps' Value and Price (10.94 MB)
012 Options (12.41 MB)
013 Types of Options (24.21 MB)
014 Calculating the Value of an Option Contract (24.81 MB)
015 The Put-call Parity for Options (13.72 MB)
016 One-period Binomial Model (13.88 MB)
017 European vs American Options (7.3 MB)
001 What Does the Course Cover (55.49 MB)
001 Introduction (14.01 MB)
002 Setting up the Financial Calculator (23.87 MB)
003 Basic Calculations (74.89 MB)
004 Time Value of Money (40.86 MB)
005 Cash Flow Analysis (28.88 MB)
006 Statistics (44.4 MB)
007 Depreciation and Breakeven (37.85 MB)
001 LOS Overview (2.87 MB)
002 Introduction to Financial Reporting and Analysis (9.51 MB)
003 Major Financial Statements (71.24 MB)
004 Supplementary Sources of Financial Information (15.41 MB)
005 Audit Reports (11.43 MB)
006 Financial Statements Analysis (27.36 MB)
007 The Financial Statements Analysis Framework (8.15 MB)
001 LOS Overview (2.74 MB)
002 Importance of Financial Reporting Standards (11.65 MB)
003 Standard-setting Bodies and Regulatory Authorities (11.7 MB)
004 The Conceptual Framework for Financial Reporting (Part I) (22.06 MB)
005 The Conceptual Framework for Financial Reporting (Part II) (27.95 MB)
006 Basics of Accounting (61.64 MB)
007 General Requirements for Financial Statements (17.88 MB)
008 Alternative Reporting Systems (16.15 MB)
001 LOS Overview (5.97 MB)
002 Components of the Income Statement (25.9 MB)
003 Alternative Presentation Formats (9.78 MB)
004 Revenue Recognition - General Principles (26.64 MB)
005 Revenue Recognition - Practical Application (21.92 MB)
006 Expense Recognition - General Principles (12.81 MB)
007 Expense Recognition - Practical Application (30.77 MB)
008 Non-recurring Items (23.15 MB)
009 Operating vs Non-operating Items (8.1 MB)
010 Basic Earnings Per Share (EPS) (80.43 MB)
011 Diluted Earnings Per Share (DEPS) (83.52 MB)
012 Common-size Income Statements (9.65 MB)
013 Profitability Ratios (14.1 MB)
014 Other Comprehensive Income (12.69 MB)
001 LOS Overview (2.42 MB)
002 Elements of the Balance Sheet (49.55 MB)
003 Alternative Presentation Formats (8.18 MB)
004 Uses and Limitations of the Balance Sheet (12.53 MB)
005 Current Assets (39.13 MB)
006 Non-current Assets (36.56 MB)
007 Current Liabilities (22.62 MB)
008 Non-current Liabilities (13.78 MB)
009 Measurement Bases (20.67 MB)
010 Shareholders' Equity (26.76 MB)
011 Common-size Balance Sheets (9.63 MB)
012 Liquidity Ratios (25.95 MB)
013 Solvency Ratios (18.55 MB)
001 LOS Overview (4.32 MB)
002 Introduction to Cash Flow Statements (12.12 MB)
003 Major Sections in the Cash Flow Statement (17.3 MB)
004 Non-cash Items (6 MB)
005 Cash Flow Statements under IFRS and US GAAP (8.98 MB)
006 Direct vs Indirect Method (40.58 MB)
007 Cash Flow Statements - Links to the Other Financial Statements (8.95 MB)
008 Calculating Cash Flows from Operating Activities (Indirect Method) (39.76 MB)
009 Calculating Cash Flows from Operating Activities (Direct Method) (7.73 MB)
010 Converting from Indirect to Direct Method (12.9 MB)
011 Calculating Cash Flows from Investing and Financing Activities (21.35 MB)
012 Common-size Cash Flow Statements (11.25 MB)
013 Free Cash Flow Indicators (61.4 MB)
014 Cash Flow Ratios (19.44 MB)
001 LOS Overview (2.69 MB)
002 Tools and Techniques Used in Financial Analysis (24.44 MB)
003 Activity Ratios (33.05 MB)
004 Activity Ratios - Practical Example (50.37 MB)
005 Liquidity Ratios (54.34 MB)
006 Solvency Ratios (52.33 MB)
007 Profitability Ratios (53.82 MB)
008 Valuation Ratios (59.48 MB)
009 Evaluating a Company Using Ratio Analysis (36.07 MB)
010 DuPont Analysis (56.35 MB)
011 DuPont Analysis - Practical Example (45.84 MB)
012 Ratios Used in Equity Analysis (18.8 MB)
013 Ratios Used in Credit Analysis (17.89 MB)
014 Segment Reporting (22.09 MB)
015 Ratio Analysis & Forecasting (48.77 MB)
001 LOS Overview (2.69 MB)
002 Inventory Costs (15 MB)
003 Inventory Valuation Methods (Part 1) (42.47 MB)
004 Inventory Valuation Methods (Part 2) (11.9 MB)
005 Inventory Valuation Methods (Part 3) (20.87 MB)
006 Inventory Valuation Methods (Part 4) (25.82 MB)
007 Converting Financial Statements from LIFO to FIFO (26.94 MB)
008 Converting Financial Statements from LIFO to FIFO (Exercise) (13.7 MB)
009 Inventory Measurement (13.52 MB)
010 Inventory Disclosures (17.19 MB)
011 The Importance of Inventory Analysis (10.55 MB)
001 LOS Overview (2.15 MB)
002 Introduction to Debt Terminology (17.75 MB)
003 Recognition and Measurement of Debt Obligations (Part 1) (15.43 MB)
004 Recognition and Measurement of Debt Obligations (Part 2) (27.69 MB)
005 Interest Rate Calculations (28.55 MB)
006 Debt Covenants (44.12 MB)
007 Non-current Liabilities - Presentation and Disclosure (6.83 MB)
008 Motivations for Leasing Assets (32.15 MB)
009 Lease Accounting the Lessee's Perspective (44.17 MB)
010 Lease Accounting the Lessor's Perspective (9.45 MB)
011 Defined Contribution vs Defined Benefit Pensions Plans (15.6 MB)
001 LOS Overview (3.18 MB)
002 Financial Reporting Quality vs Earnings Quality (25.11 MB)
003 A Spectrum for Assessing Financial Reporting Quality (9.4 MB)
004 Conservative Accounting vs Aggresive Accounting (12.51 MB)
005 Motivations for Issuing Low-Quality Reports (10.12 MB)
006 The Fraud Triangle (7.59 MB)
007 Mechanisms that Discipline Financial Reporting Quality (13.8 MB)
008 Presentation Choices (9.49 MB)
009 Manipulations of Financial Results (23.43 MB)
010 Accounting Warnings Signs (20.71 MB)
001 LOS Overview (3.09 MB)
002 Evaluating a Company's Past Performance (22.28 MB)
003 Forecasting a Company's Net Income and Cash Flows (67.04 MB)
004 The Role of FSA in Assessing the Quality of Debt Investments (13.48 MB)
005 The Use of FSA in Screening for Potential Equity Investments (49.38 MB)
006 Common Adjustments to a Company's Financial Statements (24.22 MB)
001 LOS Overview (2.39 MB)
002 Portfolio Approach (37.39 MB)
003 Portfolio Management Process (19.25 MB)
004 Types of Investors (32.44 MB)
005 Defined Benefit (DB) and Defined Contribution (DC) Plans (25.72 MB)
006 Mutual Funds (53.2 MB)
007 Separately Managed Accounts (SMAs) and Exchange-traded Funds (ETFs) (14.26 MB)
008 Hedge Funds (12.71 MB)
009 Private Equity (38.46 MB)
001 LOS Overview (3.1 MB)
002 Return Measures (26.92 MB)
003 Money-weighted Rate of Return (17.92 MB)
004 Time-weighted Rate of Return (10.59 MB)
005 Annualized Return (8.42 MB)
006 The Effect of Fees, Taxes, Inflation and Leverage (15.8 MB)
007 Money-weighted vs Time-weighted Rate of Return (19.62 MB)
008 Major Asset Classes (21.27 MB)
009 Historical vs Expected Returns (13.44 MB)
010 Mean, Variance and Covariance of Asset Returns (20.71 MB)
011 Risk Aversion (20.12 MB)
012 Risk Aversion (Implications) (25.01 MB)
013 Porfolio Standard Deviation (12.01 MB)
014 The Correlation Coefficient (19.79 MB)
015 Investment Opportunity Set (7.61 MB)
016 Minimum-Variance Frontier (9.72 MB)
017 Capital Allocation Line (17.51 MB)
018 Optimal Investor Portfolio (9.24 MB)
001 LOS Overview (3.34 MB)
002 Two-fund Separation Theorem (12.64 MB)
003 CAL vs CML (20.5 MB)
004 Systematic vs Unsystematic Risk (9.9 MB)
005 Return-generating Models (18.4 MB)
006 Calculate and Interpret Beta (14.11 MB)
007 Regression analysis (9.15 MB)
008 Calculate Beta in Excel (75.72 MB)
009 Capital Asset Pricing Model (CAPM) (21.4 MB)
010 Security Market Line (SML) (10.06 MB)
011 Expected Return (CAPM) (12.11 MB)
012 CAPM (Applications) (11.4 MB)
013 Sharpe Ratio and M2 Ratio (11.63 MB)
014 Treynor Ratio and Jensen's Alpha (14.77 MB)
015 Performance Measures (Example) (12.9 MB)
001 LOS Overview (2.61 MB)
002 Investment Policy Statement (IPS) (12.2 MB)
003 IPS Components (15.25 MB)
004 Risk and Return Objectives (10.09 MB)
005 Willingness vs Ability to take risk (17.71 MB)
006 Investment Constraints (16.85 MB)
007 Asset Allocation (11.45 MB)
008 Portfolio Construction (Principles) (9.35 MB)
009 Tactical Asset Allocation (22.91 MB)
010 ESG Investing (17.92 MB)
001 Define Risk Management (9.77 MB)
002 General Risk Management Framework (5.23 MB)
003 The Risk Governance Process (3.94 MB)
004 Risk Tolerance (6.29 MB)
005 Risk Budgeting (7.89 MB)
006 Financial and Non-financial Sources of Risk (17.49 MB)
007 Risk Measures (Part 1) (4.15 MB)
008 Risk Measures (Part 2) (6.04 MB)
009 Subjective and Market-based Risk Estimates (7.04 MB)
010 Risk Management Framework (7.8 MB)
001 LOS Overview (1.76 MB)
002 Technical Analysis - Principles, Applications, Assumptions (8.36 MB)
003 Charts Used in Technical Analysis (25.73 MB)
004 Other Tools Used in Technical Analysis (13.2 MB)
005 Trend, Support and Resistance Lines (27.84 MB)
006 Common Chart Patterns (16.05 MB)
007 Price Indicators (18.19 MB)
008 Momentum Oscillators (13.86 MB)
009 Non-price Based Indicators (13.36 MB)
010 Technical Analysis - Cycles (15.87 MB)
011 Intermarket Analysis (3.45 MB)
001 LOS Overview (3.84 MB)
002 Financial System (Functions) (5.47 MB)
003 Financial System (Purposes) (34.44 MB)
004 Equilibrium Interest Rate (7.98 MB)
005 Asset Classification (15.02 MB)
006 Security Types (14.44 MB)
007 Pooled Investment Vehicles (24.19 MB)
008 Currencies (7.08 MB)
009 Derivative Contracts (28.77 MB)
010 Real Assets (14.27 MB)
011 Financial Intermediaries (16.15 MB)
012 Dealers (11.45 MB)
013 Depository Institutions (13.21 MB)
014 Insurance Companies (8.06 MB)
015 Arbitrageurs (8.43 MB)
016 Clearinghouses and Custodians (10.61 MB)
017 Long and Short Position (10.94 MB)
018 Short Position (8.26 MB)
019 Leveraged Position (10.82 MB)
020 44-f-1-Leverage-Ratio (15.37 MB)
020 Leverage Ratio (12.7 MB)
021 Margin Call (7.93 MB)
022 Trade Order (9.96 MB)
023 Execution Instructions (22.46 MB)
024 Validity Instructions (25.85 MB)
025 Clearing Instructions (5.29 MB)
026 Primary vs Secondary Market (6 MB)
027 Initial Public Offering (IPO) (23.01 MB)
028 Other Primary Market Transactions (16.65 MB)
029 Secondary Market Structures (18.81 MB)
030 Execution Mechanisms (28.15 MB)
031 Market Information Systems (4 MB)
032 Characteristics of a Well-functioning Financial System (19.23 MB)
033 Market Regulation (18.53 MB)
001 LOS Overview (3.36 MB)
002 Security Market Index (3.95 MB)
003 Price and Total Return (13.79 MB)
004 Single-period Total Return (6.06 MB)
005 Index Value (Multiple Time Periods) (7.1 MB)
006 Index Construction and Management (9.27 MB)
007 Index Weighting (11.15 MB)
008 Equal Weighting (6.13 MB)
009 Market-capitalization Weighting (7.61 MB)
010 Float-adjusted Market-capitalization Weighting (8.48 MB)
011 Fundamental Weighting (7.26 MB)
012 Price-weighted Index (Value and Return) (21.36 MB)
013 Market-capitalization-weighted Index (Value and Return) (12.6 MB)
014 Equal-weighted Index (Value and Return) (15.22 MB)
016 Index Rebalancing (10.45 MB)
017 Market Indexes (Applications) (23.33 MB)
018 Equity Index Types (11.6 MB)
019 Fixed-Income Index Types (4.33 MB)
020 Alternative Investment Index Types (12.59 MB)
021 Security Market Indexes (Comparison) (23.61 MB)
001 LOS Overview (2.98 MB)
002 Market Efficiency (12.31 MB)
003 Market vs Intrinsic Value (8.78 MB)
004 Market Efficiency Factors (26.79 MB)
005 Market Efficiency Forms (22.42 MB)
006 Market Efficiency Forms (Implications) (34.44 MB)
007 Market Anomalies (10.07 MB)
008 Market Anomalies (Types) (12.25 MB)
009 Momentum and Overreaction Anomalies (13.28 MB)
010 Cross-Sectional Anomalies (10.61 MB)
011 Other Market Anomalies (18.44 MB)
012 Behavioral Finance (18.24 MB)
001 LOS Overview (2.65 MB)
002 Equity Securities (Characteristics) (51.36 MB)
003 Voting Rights (5.43 MB)
004 Private vs Public Equity (18.57 MB)
005 Non-domestic Stocks (36.09 MB)
006 Equity (Risk and Return) (18.06 MB)
007 The Role of Equity in Company Financing (5.45 MB)
008 Market vs Book Value of Equity (5.16 MB)
009 Return on Equity (12.68 MB)
010 Cost of Equity (11.95 MB)
001 LOS Overview (3.16 MB)
002 Industry Analysis (12.18 MB)
003 Industry Classification Systems (11.98 MB)
004 Commercial Industry Classification Systems (12.94 MB)
005 Governmental Industry Classification Systems (15.38 MB)
006 Cyclical vs Non-cyclical Firms (15.05 MB)
007 Peer Group Analysis (14.52 MB)
008 Industry Analysis (Elements) (28.74 MB)
009 Strategic Analysis (Principles) (58.36 MB)
010 Barriers to Entry (27.04 MB)
011 Industry Concentration (20.67 MB)
012 Industry Capacity (41.6 MB)
013 Industry Life-cycle Model (30.03 MB)
014 Representative Industries (Characteristics) (42.87 MB)
015 Industry Growth, Profitability, and Risk (External Influences) (20.42 MB)
016 Company Analysis (Elements) (32.04 MB)
001 LOS Overview (14.49 MB)
002 Market vs Intrinsic Value (56.95 MB)
003 Equity Valuation Models (Categories) (32.06 MB)
004 Dividend Payments (51.97 MB)
005 Dividend Payment Chronology (23.72 MB)
006 Dividend Discount Model (50.47 MB)
007 Free-cash-flow-to-equity Model (41.64 MB)
008 Required Rate of Return (Common Equity) (33.2 MB)
009 Fundamental Value of Preferred Stock (17.6 MB)
010 Gordon Growth Model (62.13 MB)
011 Multistage Dividend Discount Model (43.26 MB)
012 Present Value Models-Overview (26.01 MB)
013 Multiplier Model (34.91 MB)
014 Common Price Multiples (42.82 MB)
015 Price Multiples Based on Fundamentals (38.47 MB)
016 Price Multiples Based on Comparables (56.18 MB)
017 Enterprise Value Multiple (47.8 MB)
018 Asset-based Valuation Model (39.39 MB)
019 Equity Valuation Models-Strengths and Weaknesses (37.56 MB)
001 LOS Overview (1.82 MB)
002 Introduction to Fixed Income (11.16 MB)
003 Basic Features of Fixed-income Securities (22.5 MB)
004 Bond Indenture (8.13 MB)
005 Bond Covenants (6.16 MB)
006 Legal, Regulatory, and Tax Considerations (14.64 MB)
007 Cash Flow Structures (Part 1) (9.55 MB)
008 Cash Flow Structures (Part 2) (17.46 MB)
009 Cash Flow Structures (Part 3) (4.24 MB)
010 Contingency Provisions (23 MB)
001 LOS Overview (2.43 MB)
002 Global Fixed-Income Markets (12.66 MB)
003 The Interbank Offered Rate (11.06 MB)
004 Primary Bond Markets (64.44 MB)
005 Secondary Bond Markets (6.27 MB)
006 Sovereign Bonds (7.12 MB)
007 Other Types of Bonds (9.81 MB)
008 Corporate Debt (Part 1) (14.97 MB)
009 Corporate Debt (Part 2) (11.78 MB)
010 Structured Financial Instruments (16.09 MB)
011 Short-term Funding Alternatives to Banks (12.82 MB)
012 Repurchase Agreements (20.61 MB)
001 LOS Overview (2.54 MB)
002 Calculating a Bond's Price (55.28 MB)
003 Bond Features - Interrelationships (22.4 MB)
004 Spot Rates (15.49 MB)
005 Calculating Full Price, Flat Price, and Accrued Interest (113.21 MB)
006 Matrix Pricing (11.15 MB)
007 Calculating Annual Yields (19.06 MB)
008 Yield Measures - Fixed-rate Bonds (28.46 MB)
009 Yield Measures - Floating-rate Notes (25.41 MB)
010 Yield Measures - Money Market Instruments (31.29 MB)
011 Yield Curves (12.46 MB)
012 Forward vs Spot Rates (29.12 MB)
013 Yield Spread Measures (16.78 MB)
001 LOS Overview (2.48 MB)
002 Define Derivatives (20.05 MB)
003 Hedging vs Speculating (8.14 MB)
004 Forward Commitments vs Contingent Claims (7.16 MB)
005 Forwards, Futures, and Swaps (26.23 MB)
006 Options and Credit Derivatives (28.78 MB)
007 Call Options (17.86 MB)
008 Put Options (12.11 MB)
009 Controversies Related to Derivatives (10.17 MB)
010 Arbitrage (10.99 MB)
001 LOS Overview (3.42 MB)
002 Pricing Principles (12.92 MB)
003 Price vs Value (15.92 MB)
004 Net Cost of Carry (9.22 MB)
005 Calculation Price and Value during the Life of a Contract (9.58 MB)
006 Monetary vs Non-Monetary Costs and Benefits (33.01 MB)
007 The Effects of Costs and Benefits on a Forward's Value (6.8 MB)
008 Forward Rate Agreements (8.23 MB)
009 Swaps vs Series of Forwards (11.76 MB)
010 Forwards vs Futures (12.47 MB)
011 Calculating Swaps' Value and Price (10.94 MB)
012 Options (12.41 MB)
013 Types of Options (24.21 MB)
014 Calculating the Value of an Option Contract (24.81 MB)
015 The Put-call Parity for Options (13.72 MB)
016 One-period Binomial Model (13.88 MB)
017 European vs American Options (7.3 MB)
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