Derivatives - CFA Smart Tips To Pass Your Level 1 Exam
What you'll learn
- Understand the Basics of Derivative Contracts
- Pricing a Derivative Contract
- Valuing a Derivative Contract
- Difference Between Pricing and Valuing a Derivative Contract
- Basics Forward Contracts
- Basics of Future Contracts
- Basics of Swap Contracts
- Basics of Option Contracts
- Option Greeks
- Put-Call Parity
- There are no prerequisites.
- Financial Calculator Texas Instruments BA II Plus is required
Get instant access to a 14 page CFA Derivatives Workbook as well as Derivatives worksheets for the lessons so you can follow along, download and keep for reference
Introduce yourself to our community of CFA and Derivatives 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 4 hours of clear and concise step-by-step CFA / Derivatives instructions, lessons, and engagement
CFA 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 must read through pages, drowning in content and details, making it extremely difficult to remember what you are expected to do on exam day.
Understand in a few hours concepts you've been struggling with for weeks if not months
No mock exams or formula sheets inside. You will get 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 essential on exam day.
Contents and Overview
You'll start with Introduction to Derivatives; Basics of Pricing a Derivatives Contract; Basics of Valuing a Derivatives Contract; Forward Contracts: Understanding the Basic Concepts; Swap Contracts: Understanding the Basic Concepts; Future Contracts: Understanding the Basic Concepts.
We will also cover Option Contracts: Understanding the Basic Concepts; Call and Put Options: Strike Rate, Exercise Price, Spot Rate, Premium; Call Option: Profit, Loss, and Breakeven with Diagram; Profit and Loss Diagram for Long Call, Short Call, Long Put, and Short Put.
Then, Giving preview on last lesson and discussing what impacts option on pricing; Greeks: Factors that Determine the Value of an Option; What is Put-Call Parity ? Understand the Basic Concept; Understanding Protective Put, Fiduciary Call, and Synthetic Options.
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 subjects 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 break down 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 transform the complex study into easy-to-understand stuff. We provide you with a unique and unparalleled ability to transpose complex and difficult topic areas into easy-to-understand building blocks.
What you’ll learn
Understand the Basics of Derivative Contracts
Pricing a Derivative Contract
Valuing a Derivative Contract
Difference Between Pricing and Valuing a Derivative Contract
Basics Forward Contracts
Basics of Future Contracts
Basics of Swap Contracts
Basics of Option Contracts
Focus your limited time on the areas that really matter, gain laser- focus and understand key concepts in less than 28 days
We can help you cover a lot of material in a relatively short amount of time without compromising on quality and understanding. We do more than just go through the materials and explain concepts... we provide you with studying techniques, revision strategies, and time-saving creative methodologies to help you maximize the time you have to spend mastering this curriculum. What you will get are powerful videos giving you sharp, concise, and straight-to-the-point explanations that will allow you to connect the right dots in no time and truly accelerate your understanding of the most tricky parts of the program so you get laser-focused on what’s essential on exam day.
A unique Teaching Style you can recall even years after your exam.
The Visual Method we're going to introduce to you is much easier to understand compared to the textbooks. By combining mnemonic devices, clever Tips & Tricks, analogies, storytelling, colorful schemes, acronyms, and mnemonics (all with good humor), 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...
You'll get premium support and feedback to help you become more confident with CFA Derivatives!
We can't wait to see you in the course!
Enroll now, and we'll help you improve your CFA skills!
Peter and Jhan
Who this course is for:
- People preparing the topic area 'Derivatives' for the CFA Level 1 Exam
In my courses you learn practical skills: "I feel like I am in a real classroom." - Kira Minehart
"What an amazing course! After finishing this course, I have confidence. Thank so much Dr Peter Alkema". Or Tulongeni Shilunga: "This is exactly the jump-start I needed. Very clear and concise"
I also help lead digital transformation at FirstRand, the biggest financial services group in Africa. I've been featured on CNBC Africa and won the Gartner CIO Of The Year in 2016. I founded and led the largest banking hackathon in South Africa which was published in 2019 as a case study by Harvard Business School.
I've taught over 17,000 students about business, academics and self-development. In 2020 I completed my PhD at Wits University In Johannesburg. The study introduced a ground-breaking theory of Agile software development teams. My woodworking book was published in 2014 and has sold over 10,000 copies.
Olugbenga Gbadegesin: "Excellent delivery" / Lebogang Tswelapele: "This is what I have been longing for" / Paskalia Ndapandula: "Peter speaks with so much clarity" / Amantle Mangwedi: "It was straight to the point and the sections are cut into nice short segments which made it easier to go through" Kathy Bermudez: "Excellent material. Well organized..."
Werner van Wyk: "Thank you Peter, once again your lesson and course have given me so much knowledge and understanding" / Yvonne Rudolph "I really look forward to take everything i learned in action" / Josephine Mahlangu: "exactly what I needed to know, absolutely valuable and helpful for my personal growth"
Hi, I am Jabran Ata. I have 17 years of experience in investment banking, financial analysis, CFA exam preparation, financial modelling workshops, and teaching finance courses at various business schools. My academic background includes three credentials:
1. Bachelor of Sciences in Computer Sciences
2. Masters in Business Administration
3. Chartered Financial Analyst (CFA) Designation (CFA Institute)
A short story: I was running yet another 5-day public CFA revision course for clients in Zurich when a few delegates approached me saying, "Jhan, there are so many little tips and tricks, hacks and useful ways of memorising stuff that you've shared with us on this course. It would be really great if you could put all of those things together and sell it as a stand alone course". So that is how I find myself here on Udemy and why I founded Analyst Secrets. No death by PowerPoint, just the very best of the tips and tricks I've learnt as a student from a non-accounting/quants background and as a specialist CFA lecturer for nearly 15 years for Kaplan Schweser.
You'll be in good company - feel free to look up my LinkedIn profile to read the testimonials from previous students. Here are a few:
"Jhan’s tips and tricks have been invaluable in getting me through the first two levels of the CFA curriculum. He’s got a teaching style that’s like no other and would definitely recommend his services to anyone without hesitation." Chike
"Jhan has been incredible with getting me through CFA I and II with his knack for simplifying complex concepts. His tricks and workarounds alongside his interactive and fun teaching style gave me hope of passing my exams as well as made me feel more confident in my abilities. I hope to land in one of his classrooms again for Level III!" Bumika
"Jhan's teaching ability is fantastic. He teaches subjects in a clear concise and engaging format. Sharing all the tips and tricks he has picked up over his experience and happily sharing them so we are best able to succeed in exams. His teaching style is captivating, as is his delivery and own understanding of what he is teaching. Absolutely superb" Dan
WHAT I DO:
I help CFA candidates pass the exam through unique methodologies accumulated in a decade of specialized CFA teaching. I teach the best and easiest ways to get around the hardest and most confusing areas of the curriculum in the most effective way possible without drowning under content. I will do more with less and you will be learning through stories, anecdotes, mnemonics, diagrams and the best teaching CFA teaching money can buy.
"Jhan taught me through Level 1 and 2 of the CFA. His ability to distil complex topics into simple ideas, come up with creative (and hilarious) ways to memorize content, and explain great analytical methods for approaching questions was invaluable throughout the learning process. Thanks Jhan!" Tom
WHO I WORK WITH:
CFA candidates feeling a little overwhelmed by the sheer volume of content they have to master and need to know where and how to focus their efforts in the little time remaining
CFA candidates struggling with specific areas like deferred taxes or hypothesis testing or fixed income or derivatives and need a boost.
CFA candidates who started to question their decision but can’t give up now for the great opportunity cost.
CFA candidates wanting to pass the exam in the most efficient and less painful way
Having taught for many years, there is not a top 10 investment bank or asset manager who's employees I haven't taught at some stage or another.
"Jhan was my tutor for both CFA levels I and II. I passed both of these first time and I owe a huge amount to Jhan's teaching techniques. He has tricks and techniques for remembering all parts of the syllabus and his enthusiasm for teaching makes it much easier to grind through the hard work that the CFA requires." Patrick
WHAT MAKES THIS PROGRAM DIFFERENT:
There is a plethora of CFA course note, textbook, question bank, slide-by-slide YouTube videos, forums and apps out there. There are also plenty of Udemy providers providing exhaustive end-to-end solutions. We are not looking to replace or endorse these. Rather, what you get access to is a CFA teaching specialist, a mentor, a truly expert guide who has been teaching CFA to the employees of the world’s largest banks and asset managers, for more than a decade.
All you need is your BA II Plus authorized calculator and some blank paper. You will be constructing your own notes with me, from scratch, using the special techniques and methods that I have refined over the last decade. We will do more with less and you will be learning through stories, anecdotes, mnemonics, diagrams and the best teaching CFA teaching money can buy.
Regardless of your academic background, you will be able to turn your head around some of the most challenging content in the best possible way.
"Jhan was my class tutor was CFA level 2 and is without doubt the best tutor I have had while working toward the CFA charter.
He has an in-depth knowledge of the syllabus and the key areas on which to focus. He helped me to feel extremely comfortable with areas which I had previously struggled with and simplified the way in which to answer questions, by showing me new methods I had not seen before in any text book. He also explained very tricky areas in a clear, understandable way.
Furthermore, he helped me to keep a level of organisation and set tangible study goals for myself along the way, in telling us exactly where we should be by which stage. I found this very useful" Jake