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CFA Equity and Portfolio Management practical tutorials
Rating: 4.4 out of 5(27 ratings)
730 students

CFA Equity and Portfolio Management practical tutorials

Learn practically the syllabus of CFA - Equity and Portfolio Management.
Created byHarry Vadalkar
Last updated 12/2022
English

What you'll learn

  • This course will help you understand practically the syllabus of portfolio management and equity analysis .
  • This course is best suited if you are pursing Chartered financial analyst designation (CFA) or taking finance as specialisation in your grad and undergrad
  • The focus of this course is applied learning . This course give you basics of stock trading platform and research platforms
  • This course is aided with actual examples of stock analysis.

Course content

4 sections • 41 lectures • 16h 11m total length

  • Asset Allocation1:15
  • Asset Alloaction - Investment options18:01

    Master asset allocation and explore investment options from cash and bank products to real estate, equity, debt, gold and silver, and funds like mutual funds and exchange traded funds.

  • Portfolio manangement basics48:57

    Explore portfolio management basics, including risk and return, holding period return and CAGR, and learn how to build an efficient portfolio using diversification, correlation, and standard deviation.

  • Portfolio Manangement process14:48
  • Equity introduction0:56

    Explore equity in portfolio management, including why it matters and how primary and secondary markets operate. Build trading plan and analyze equity with fundamental and technical analysis, and understand regulations.

  • Equity Basics16:49

    Learn how equity represents ownership, how shares outstanding and float determine market cap, and why firms raise equity through common and preferred stock, with dividends and growth.

  • Equity markets - primary market operations12:56
  • Equity markets - secondary market operations30:32

    Explore how equity markets operate in the secondary market, including cash buys, margin trades, short selling, and common order types like market, limit, and stop-loss.

  • Risk and return calculation for stocks1:05:25
  • Portfolio Risk and Return Calculation1:01:50
  • Analyzing stocks - Fundamental and Technical analysis1:11
  • Stock Analysis Basics21:03

    Explore fundamental and technical stock analysis, focusing on story, past and present performance. Understand market efficiency, business cycles, yield curves, and valuation tools for tactical asset allocation.

  • Economic Analysis20:30

    Learn how micro and macro economics drive equity markets, and analyze GDP concepts, real vs nominal growth, and key indicators like consumption, investment, inflation, unemployment, and trade.

  • Financial Statements Basics15:30

    Explore the structure of income statements, balance sheets, and cash flow statements, including sales, costs, depreciation, taxes, retained earnings, and cash flow categories.

  • Financial Ratio interpretation10:38
  • Financial Ratios - Time series Analysis15:35
  • Financial Ratios - Cross sectional Analysis9:07
  • Links to all courses0:20

Requirements

  • Pursuing or planning to pursue - CFA or finance specialisation

Description

This course will help you understand practically the syllabus of portfolio management and equity analysis .This course is best suited if you are pursing Chartered financial analyst designation (CFA) or taking finance as specialization in your grad and undergrad. The focus of this course is applied learning . This course give you basics of stock trading platform and research platforms.


We would be discussing topics like :


1. Asset allocation


2. Portfolio management - risk and return


3. Types of portfolio management- Active and passive


4. Portfolio management process


5. Basics of equity


6. Types of equity


7. Equity markets - primary market operations


8. Equity markets - secondary markets operations (stock trading )


9. Equity analysis - fundamental and technical analysis


This course has some elements of Bloomberg terminal. I have shown some examples of how Bloomberg terminal can be used to do economic, technical and fundamental analysis.


This course also has actual examples of stock analysis . In stock analysis we would be discussing concepts of core / satellite portfolio , Valuations ratios – P/E , P/S , P/CF , dividend discount model and Free cash flow based valuations , Gordons growth model , impact of economic data on stocks and non-financial analysis.


I have also provided analysis of north American companies so that you can better understand the concepts.  Example of companies include - Zoom , Qualcom , Aircanada , Disney , Alacer gold , microsoft etc



Who this course is for:

  • Accounting and finance students

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