Udemy
    •  
    •  
    •  
    •  
    •  
    •  
    •  
    •  
Turn what you know into an opportunity and reach millions around the world.
Learn More
Your cart is empty.
Keep shopping
CFA Equity Investments - Smart Tips To Pass CFA Level 2
Rating: 5.0 out of 5(5 ratings)
75 students

CFA Equity Investments - Smart Tips To Pass CFA Level 2

Learn preferred stock valuation, key formulas, sustainable growth rate, ROE breakdown, Du-Pont analysis, CAPM & Beta ++
Last updated 9/2022
English

What you'll 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/Intrinsic/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

Course content

8 sections38 lectures4h 0m total length
  • Introduction4:12

    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!

  • Jhan Burger (CFA) Introduces Himself: I've Taught CFA Students For 20 Years1:14

    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.

  • Download & Preview The Equity Investments Workbook You Get With This Course2:41

    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

  • Introduce Yourself To Your Fellow Students And Tell Everyone What Are Your Goals0:18

    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.

  • Let's Celebrate Your Progress In This Course: 25% > 50% > 75% > 100%!!1:20

    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 >>

  • CFA Student Recommendations From Jhan's LinkedIn Page19:02

    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!

Requirements

  • Those who have passed their CFA Level 1 Exam
  • Go through the CFA Level 1 'Equity Investments' section before taking this course

Description

  • 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

Who this course is for:

  • This course is for CFA Level 2 Exam candidates
  • Those preparing the 'Equity Investments' topic area for the CFA Level 2 Exam