
In this introductory video get an overview of CFA and the teaching in this course plus all the benefits you get from going through our lessons. Gain the confidence you need to pass Equity Investments CFA!
In this lesson, Jhan introduces himself as a highly experienced CFA expert and trainer, who has taught at the world's top investment banks and asset managers like BlackRock, Fidelity, Goldman Sachs, JP Morgan, Aberdeen Standard, and PIMCO. Now he is here in this course to help you pass your CFA exam; so find out more about who he is and how he can help you. In other sections of this course, there are snippets from live interviews with Jhan where he talks more about his brand, what he offers, and the CFA exams.
In this course, all the lessons include a "key takeaways" 1 page PDF worksheet. This is for your handy reference and you can access each of them under the resources of the relevant lesson as you go through the course. These contain the key things you need to remember from what we have taught you so you can revise quickly for your exam. It's important for you to take notes in the lessons but in case you need additional reference info, we have provided it for you in these key takeaways.
PLUS ... we have combined all the individual 1 page worksheets into a single workbook for the entire course, and that's what you get in the resources of this lesson. It simply puts all the lesson worksheets together for you to have in one file. Remember that these worksheets and the combined workbook do not replace your CFA curriculum material which has been provided to you by the institute. This course and all the material is your "Booster Pack" to focus you on the most important topic areas and help you remember it.
Take advantage of everything we have packaged for you in this course - focus on the lessons and GOOD LUCK
This is your opportunity to share something about yourself with the rest of the students in this course. Tell us all about your goals and what you want to achieve. You can come back to this board and add more thoughts as you go through the course and achieve your goals. Seeing all the other students in the course will also motivate you and keep you going as you participate in this community of learning.
Throughout this course, we will celebrate your progress at 25%, 50%, 75%, and 100%. I really want you to succeed but you need to take action and keep going so look forward to these milestones of progress. I will see you there and cheer you on as you keep going from one milestone to the next >>
In this lesson, I show you a number of recommendations from Jhan's LinkedIn page where he has received very positive recommendations from CFA students who have experienced his training. Many of them credit Jhan with helping them get through CFA but also highlight his humorous and memorable teaching style as well as his dedication to students. A very common theme in these recommendations is that Jhan is clearly able to take complex topics, break them down for you and teach them in a way that you remember them on exam day and beyond!
This training is extremely different from the other programs and has been battle tested by thousands of CFA Candidates.
Throughout this course we will celebrate your progress at 25%, 50%, 75% and 100%. I really want you to succeed but you need to take action and keep going so look forward to these milestones of progress. I will see you there and cheer you on as you keep going from one milestone to the next >>
No matter where you stand in your preparation this program is powerful and will give you the confidence and the elements you are missing.
The program has been designed to make complicated concepts easy. It is especially intended for those who have difficulties going through the material alone.
Whatever the material you like and picked for your preparation, this program will help you take the most out of your investment and time spent actually studying.
Investing in this training is like getting a personal one-on-one helicopter ride to the top of the mountain. You don't have to climb it yourself.
In this lecture, you will learn:
Perpetuity Formula to value Preferred Stock
Gordon Growth Model to value Common Stock
How to Calculate the Present Value of Growth Opportunities (PVGO)
Throughout this course we will celebrate your progress at 25%, 50%, 75% and 100%. I really want you to succeed but you need to take action and keep going so look forward to these milestones of progress. I will see you there and cheer you on as you keep going from one milestone to the next >>
Justified Price-to-Earnings Ratio is a critical concept for the CFA Level 2 Exam. Watch this lecture to Understand the concept and formula for Justified P/E Ratio and the PEG Ratio.
The most essential to know price multiple for the CFA Level 2 Exam is the Justified Price-to-Book (P/B) Ratio. It is significantly related to Residual Income, Return on Equity, and Cost of Equity concepts.
This lecture discusses the remaining three Justified price multiples:
Justified Price to Sales Ratio
Justified Price to Cashflow Ratio
Justified Dividend Yield Ratio
Sustaninable Growth Rate (SGR) is one of the must-appear in the exam topics for the CFA Level 1 Exam and it is equally important for the CFA Level 2 Exam. In this lecture, Jhan discusses and derives the formula for SGR.
Throughout this course we will celebrate your progress at 25%, 50%, 75% and 100%. I really want you to succeed but you need to take action and keep going so look forward to these milestones of progress. I will see you there and cheer you on as you keep going from one milestone to the next >>
Learn an easy and simple approach to understand and memorise the 3-Factor and 5-Factor DuPont Analysis for Return on Equity Breakdown. These factors are the key drivers of Return on Equity.
Cost of Equity is a critical topic for all three levels of CFA Exams. In this lecture, four different models to calculate the Cost of Equity are discussed. These four models are:
1. Capital Asset Pricing Model (CAPM)
2. Fama-French Model
3. Pastor-Stambaugh Model
4. Carhart Model
Last but not the least, the two formulas to calculate BETA are discussed. Markowitz Portfolio Variance formula for a two-asset portfolio is discussed as well.
Throughout this course we will celebrate your progress at 25%, 50%, 75% and 100%. I really want you to succeed but you need to take action and keep going so look forward to these milestones of progress. I will see you there and cheer you on as you keep going from one milestone to the next >>
In this introduction to the webinar interview, Jhan explains his background as a CFA trainer. He explains what the CFA is, as well as other, similar qualifications that people consider. Jhan calls CFA the "gold standard" in the finance industry, especially with the top firms at which he has been spending many years training employees.
Jhan gives advice for people thinking about getting into CFA and he emphasizes the investment in time that it will require. He compares CFA to the other qualifications which are more expensive but require less time and are less well known. Jhan talks about the number of hours required and the different levels of the CFA.
An audience member asks about how university finance degrees fit with the CFA curriculum. Jhan explains that he does a lot of work with universities and although CFA is a post graduate qualification, often universities will give students time and support towards their CFA exams. Another student asked what advice Jhan would give to be prepared for their Level 1 exam in a few months time.
Peter asks Jhan about his unique teaching style for CFA and why he started recording all his teaching lessons. Jhan talks about how he had a non-financial background and has developed very interesting and memorable ways of teaching, precisely because he had to work it all out for himself. His lessons focus on a way of of learning rather than adding to the high volume of material that CFA students already have to deal with.
An audience member with a BCom in Financial Management asks if CFA would be useful in pursuing a career in financial crime. Jhan explains that CFA has such huge credibility in the industry and it's the world's largest and most recognised financial literacy qualification which would definitely prepare a student for many financial careers.
Jhan answers a question and provides the career options for CFA; wholesale finance, portfolio analysts and roles on the "buy side". He emphasizes that any financial centre such as London, New York or Shanghai will recognise the CFA "passport".
An engineer asks about how complex the accountancy is in the exam and how long it would take to cover that aspect of the exam. Jhan explains that there are many engineers who have done CFA and that engineering is also an analytical career, just like CFA. Jhan doesn't teach in the traditional accountancy format, like a book keeper, he uses real life examples and helps people make sense of the economic realities of investment decisions.
Peter talks about how he found Jhan's accountancy lecture to be very authentic, which uses the "ALE" mnemonic (Assets = Liabilities + Equity). An audience member asks whether Jhan would recommend a CFA over finance honours. Watch to find out Jhan's answer.
Peter quizzes Jhan on the support that he plans to provide students. Jhan explained:
(1) It's all about community, which is available in the CFA Secrets Facebook group and how people will be able get more help and also help each other.
(2) Support and access to experts through the group and online courses which will be rolled out in the coming months to give CFA students the topic based teaching they need.
Jhan explains how his courses are not "cover to cover" but rather focus on the critical areas that will ensure you pass.
An audience member explains that he failed the CFA Level 1 5 years ago and Peter asks Jhan if he can help this person. Jhan gives the data on the very low pass rates for CFA but is very proud of his own student pass rates which is very high in the industry. Peter mentions the endorsements that Jhan has on his LinkedIn page which are an indication of the credibility that Jhan has in the industry. Jhan offers everyone to connect with him on LinkedIn.
Jhan explains the options after passing each of the levels of CFA. Tracey Ashington joined the webinar interview; she is a graduate recruiter for large international banks and explained that CFA is always the most reliable finance qualification that banks look for.
Peter and Tracey announce the winner of the laptop and there was a big surprise: another laptop had become available so Tracey was able to give another one away, based on the rules of the competition. Then Jhan gives a laptop away to the first person who was able to answer the question about how many levels there are in CFA.
In this one hour interview, Peter and Jhan talk extensively about CFA teaching, careers, his teaching techniques and Jhan answers a number of questions from the audience. Learn more about CFA from one of the most respected CFA trainers in the industry and find out more about the teaching content, community and support he is making available to help even more people achieve CFA success. You will also see an audience member win a laptop by answering a question in the webinar.
The CFA exams are 6 weeks away and we are here to help. Jhan Burger is one of the industry's leading CFA instructors with satisfied students all around the world. Make sure you have the right plan to pass, join us in this webinar and get the best advice and support for your success!
Get instant access to Equity Investments workbook, follow along, and keep for reference
Introduce yourself to our community of Equity Investments students in this course and tell us your goals
Encouragement and celebration of your progress every step of the way: 25% > 50% > 75% & 100%
Over 3 hours of clear and concise step-by-step Equity Investments instructions, lessons, and engagement
CFA Equity Investments Knowledge Checks to assess your knowledge and skills
The CFA isn’t hard
It's HOW you prepare for it that makes it hard.
Most prep material providers use a linear teaching system... You have to read through pages, drowning in content and details, making it extremely difficult to remember what you are expected to on exam day.
In this course you will learn:
Introduction to CFA Level 2 Exam Topic Area 'Equity Investments'
Preferred Stock Valuation using the perpetuity formula
Common Stock Valuation using the Gordon Growth Model (GGM)
Learn the formulas for Justified/Intrincsic/Theoretical P/E, P/B, P/S, P/CF, D/P multiples
Sustainable Growth Rate (SGR) formula and its importance
ROE Breakdown using Du-Pont Analysis (3-Step and 5-Step)
CAPM, Fama-French, Pastor-Stambaugh, Carhart Models to calculate Required Rate of Return on Equity
Beta formula using covariance and correlation
Understand in a few hours concepts you've been struggling with for weeks if not months
No mock exams or formula sheets inside. What you will get is powerful videos giving you sharp, concise and straight to the point explanations that will help you make the most out of the material you have (whatever it is) and get laser-focused on what’s important on exam day.
We made difficult topics easy and easy topics easier.
Tackling the CFA's vast curriculum can be an absolute mountain to climb, but we definitely made the material much more accessible and the whole preparation process much easier. This online revision course compresses difficult and complex subject into memorable and easy to understand concepts. We managed to keep such a long and dense curriculum approachable and interesting. You will watch straight to the point and enjoyable videos so you can learn key material while relaxing after (or before) a full day's work.
100% focussing on the hardest areas you are struggling with right now.
We breakdown complex study content into easy to understand concepts so you will be able to get to grips with content that had previously seemed impossible in self-study. By focusing on key areas and linking theoretical concepts to reality, your understanding of the different concepts will significantly increase. We give you strategies that will help you understand the most complex area of the program and transforming the complex study into easy to understand stuff. We provide you with unique and unparalleled ability to transpose complex and difficult topic areas into easy to understand building blocks.
A unique Teaching Style you can recall even years after your exam.
The Visual Method we're going to introduce you is much easier to understand compared to the text books. By combining mnemonic devices, clever Tips & Tricks, analogies, storytelling, colourful schemes, acronyms and mnemonics (all with good humour), you will learn and retain the syllabus easily, in a fun, informative and engaging way. This will help you sit for the exam with confidence, knowing that you can visually recall everything...
We can't wait to see you in the course!
Enrol now, and we'll help you improve your CFA Equity Investment skills!
Peter & Jhan