Corporate Issuers - CFA Smart Tips To Pass Your Level 1 Exam

Name: Corporate Issuers - CFA Smart Tips To Pass Your Level 1 Exam
Rating: 2.5 (3 reviews)

Learn Weighted Average Cost of Capital (WACC), Common Equity, Preferred Equity & Debt PLUS How To Pass Corporate Issuers

Created byPeter Alkema, Jabran Ata, CFA, Jhan Burger

Last updated 6/2023

English

What you'll learn

Identify the concept of WACC (Weighted Average Cost of Capital) and its significance in corporate finance.
Understand the three different methods used to calculate the Cost of Common Equity.
Apply the appropriate method to compute the Cost of Common Equity for a given company.
Calculate the Cost of Preferred Equity using the relevant formula.
Determine the Cost of Debt through the appropriate calculations.
Analyze a company's capital structure by combining the costs of equity and debt.
Demonstrate the ability to compute the Weighted Average Cost of Capital (WACC) for a company.
Apply the WACC formula to evaluate investment opportunities.
Understand the role of WACC in making capital budgeting decisions.
Discuss the impact of changes in capital structure on WACC.
Evaluate the effect of changes in the Cost of Common Equity on WACC.
Evaluate the effect of changes in the Cost of Debt on WACC.
Explain the concept of leverage and its implications for WACC.
Discuss the factors that influence a company's capital structure decisions.
Understand the relationship between risk and the Cost of Equity.
Analyze the impact of changes in market conditions on the Cost of Debt.
Evaluate the importance of the Cost of Preferred Equity in determining WACC.
Apply critical thinking skills to assess the appropriateness of different methods to calculate the Cost of Common Equity.
Compare and contrast the advantages and disadvantages of different approaches to calculating WACC.
Evaluate the financial health of a company based on its WACC calculation.
Apply problem-solving techniques to solve complex WACC-related scenarios.
Analyze real-world case studies to understand the practical applications of WACC.
Demonstrate the ability to explain complex financial concepts in a clear and concise manner.
Utilize mnemonic techniques to aid in remembering key formulas and concepts.
Evaluate the career prospects associated with pursuing the CFA designation.
Understand the role of the CFA designation in the financial industry.
Discuss the challenges and benefits of balancing CFA exam preparation with work and personal life.
Analyze the different career paths available to CFA professionals.
Assess the impact of the CFA designation on job opportunities and salary potential.
Apply time management strategies to effectively prepare for the CFA Level 1 exam.

Course content

6 sections • 32 lectures • 3h 32m total length

Introduction4:59
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.
Preview And Download The CFA Workbook With All The Key Takeaways In This Course1:47
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 them.
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.
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!
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 >>

Will this CFA course work for me?0:33
This training is extremely different from the other programs and has been battle tested by thousands of CFA Candidates.
Is it the right time to learn this course?0:39
No matter where you stand in your preparation this program is powerful and will give you the confidence and the elements you are missing.
I have no knowledge in finance, will this be helpful?0:34
The program has been designed to make complicated concepts easy. It is especially intended for those who have difficulties going through the material alone.
How is this different from other CFA providers like Wiley?0:27
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.
Many CFA candidates pass the exam by themselves, why do I take this?0:43
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.
You've Achieved 25% >> Let's Celebrate Your Progress And Keep Going To 50% >>0:24
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 >>

Intro to Corporate Finance and its most important topic: WACC4:45
Jhan introduces another topic area to be tested in the CFA Level 1 Exam i.e. Corporate Finance which from 2022 onwards will be known as Corporate Issuers. This is a relatively easier topic to tackle but it has strong connections with other areas of the CFA Level 1 Exam. Jhan focuses on the most important concept/formula of this topic area i.e. Weighted Average Cost of Capital (WACC)
Three different methods of calculating Cost of Common Equity to compute WACC4:55
To compute WACC, we have to first compute its three components, namely:
1. Cost of Common Equity
2. Cost of Preferred Equity
3. Cost of Debt
In this lecture, Jhan explains in detail the three different methods to calculate the first component i.e. Cost of Common Equity.
Cost of Preferred Equity and Cost of Debt: Learn how to calculate them8:01
To compute WACC, we have to first compute its three components, namely:
1. Cost of Common Equity
2. Cost of Preferred Equity
3. Cost of Debt
In this lecture, Jhan explains how to calculate the cost of preferred equity and the cost of debt.

Jhan Burger's profile, what is CFA (gold standard), who does it and why do it?6:44
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.
Tips for getting into CFA, succeeding and what's the true cost? (hint: time)4:29
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.
How does post-grad CFA fit with university and advice for exam preparation?4:28
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.
You've Achieved 50% >> Let's Celebrate Your Progress And Keep Going To 75% >>0:29
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 >>
Jhan explains his unique styles in stories, mnemonics, tips, tricks!5:25
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.
Would the CFA be helpful to pursue a career in financial income?2:19
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.
What are the career options for CFA?4:29
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".
Complexity of accountancy? Its the hardest part.4:06
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.
Jhan makes accountancy fun and enjoyable! CFA over finance honours?4:10
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.
How do you assist CFA candidates? Community, support & online courses.5:04
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.
You've Achieved 75% >> Let's Celebrate Your Progress And Keep Going To 100% >>0:31
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 >>
I failed CFA can you help me? Work / life balance tips? Jhan's pass rate?4:32
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.
Must I pass all 3 CFA levels for getting a job? All levels are high standard5:07
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.
How many levels were there in CFA? First right answer in the chat gets a laptop!8:51
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.

Full webinar and Q&A with Jhan Burger explaining careers, exams & his teaching59:50
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.

CFA Exams 2022 Countdown With Jhan Burger: Are you ready? Need tips to pass?41:30
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!
You've Achieved 100% >> Let's Celebrate! Remember To Share Your Certificate!!1:04
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 >>

Requirements

There are no requirements or prerequisites for this course, but the items listed below are a guide to useful background knowledge which will increase the value and benefits of this course.
Basic knowledge of financial statements, including income statements, balance sheets, and cash flow statements.
Familiarity with key financial ratios and their interpretation, such as profitability ratios, liquidity ratios, and solvency ratios.
Access to a computer or mobile device with a reliable internet connection to access the course materials and online resources.

Description

Are you preparing for the Level 1 exam of the CFA (Chartered Financial Analyst) program? Do you want to maximize your chances of success and pass with flying colors? Look no further! Welcome to "Corporate Issuers - CFA Smart Tips to Pass Your Level 1 Exam," a comprehensive online course designed to equip you with the knowledge and strategies needed to excel in this challenging examination.

As an experienced business professional with over 20 years of industry expertise, I, Jhan Burger, am here to guide you on your CFA journey. This course is the culmination of my passion for finance and my desire to help aspiring professionals like you succeed in the CFA program. Let's embark on this transformative learning experience together.

In today's competitive job market, the CFA designation has become the gold standard for finance professionals. It opens doors to exciting career opportunities and sets you apart from the crowd. But mastering the Level 1 exam is no easy feat. That's why I have meticulously crafted this course to provide you with the essential knowledge, practical insights, and smart tips necessary to pass the exam with confidence.

Throughout this course, you'll delve into the intricacies of corporate finance and unravel the mysteries behind essential topics like WACC (Weighted Average Cost of Capital). We'll start by demystifying WACC and its significance in corporate finance. You'll gain a solid understanding of the three different methods used to calculate the cost of common equity, as well as learn how to determine the cost of preferred equity and debt. By mastering these concepts, you'll be equipped with a powerful toolkit to tackle the exam questions with ease.

But this course goes beyond theoretical concepts. In the "Additional CFA Insights Q&A" section, you'll have the opportunity to engage with me directly and explore a wide range of topics. From understanding the true cost and benefits of pursuing the CFA designation to discovering the various career options available, I'll share my expertise, stories, and mnemonics to make your CFA journey enjoyable and rewarding.

Moreover, I understand the challenges you may face along the way. That's why I provide ongoing support through a vibrant community of fellow CFA candidates. Whether you're seeking guidance, work-life balance tips, or assistance after a failed attempt, I'm here to help you overcome obstacles and stay motivated.

What sets this course apart is its unique value proposition. Not only will you gain comprehensive knowledge and practical insights, but you'll also receive a full workbook specially designed for the course. This workbook includes one-page worksheets for each lesson, ensuring that you can apply the concepts learned and reinforce your understanding.

In summary, "Corporate Issuers - CFA Smart Tips to Pass Your Level 1 Exam" is a transformative learning experience tailored to meet the needs, desires, and aspirations of aspiring CFA candidates like you. By enrolling in this course, you're not only investing in your professional growth but also positioning yourself for a successful career in the finance industry.

Don't miss out on this opportunity to learn from an experienced instructor, connect with a supportive community, and acquire the skills necessary to pass the Level 1 CFA exam. Enroll now and take the first step towards achieving your CFA goals.

Who this course is for:

Undergraduate and graduate students studying finance, accounting, or related fields who are interested in gaining a comprehensive understanding of corporate issuers and preparing for the CFA Level 1 exam.
Finance professionals who are seeking to enhance their knowledge and skills in corporate issuers and strengthen their foundation in preparation for the CFA Level 1 exam.
Individuals who are considering a career transition into the finance industry and aspire to become investment professionals or financial analysts can benefit from this course.
Individuals who are planning to take the CFA Level 1 exam.
Self-Learners and enthusiasts who have a genuine interest in finance and want to expand their knowledge in the area of corporate issuers.
Professionals working in fields closely related to finance, such as accounting, auditing, and financial planning, can benefit from this course to enhance their understanding of corporate issuers and strengthen their overall financial acumen.

Corporate Issuers - CFA Smart Tips To Pass Your Level 1 Exam

What you'll learn

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Course content

Introduction6 lectures • 29min

Frequently Asked Questions About Jhan's CFA Online Courses6 lectures • 3min

WACC? WACK? WAK? Understanding this incredibly important formula3 lectures • 18min

Additional CFA Insights Q&A With Jhan Burger (CFA), Additional Tips On CFA14 lectures • 1hr 1min

[Optional] Full Length Interview: Jhan Burger Q&A, Insights CFA Exams, Industry1 lecture • 1hr

CFA Exams 2022 Countdown With Jhan Burger: Are you ready? Need tips to pass?2 lectures • 43min

Requirements

Description

Who this course is for: