Equity Investments: CFA Smart Tips To Pass Your Level 1 Exam

Name: Equity Investments: CFA Smart Tips To Pass Your Level 1 Exam
Rating: 1.8 (4 reviews)

Learn Preferred Stock Valuation, Justified Price To Earnings, Gordon Growth Model, 3 & 5 Factor Du-Pont Analysis & Beta

Created byPeter Alkema, Jabran Ata, CFA, Jhan Burger

Last updated 6/2023

English

What you'll learn

Identify the key concepts and components of equity investments.
Understand the formulas used for calculating the value of preferred shares.
Apply the Gordon Growth Model to estimate the intrinsic value of a stock.
Analyze and interpret the justified/fundamental price to earnings ratio for equity valuation.
Calculate and explain the Sustainable Growth Rate (SGR) using the three-factor Du-Pont analysis.
Utilize the five-factor Du-Pont analysis to assess the financial performance of a company.
Connect the equity formulas to the Weighted Average Cost of Capital (WACC).
Calculate the Cost of Common Equity using various methods.
Demonstrate how the equity formulas are relevant to portfolio management.
Derive the Beta formula and explain its significance in equity analysis.
Evaluate the risk and return characteristics of equity investments using Beta.
Apply different valuation techniques to assess the attractiveness of equity investments.
Analyze and interpret financial statements to identify equity investment opportunities.
Demonstrate an understanding of the relationship between risk and expected return in equity investments.
Evaluate the impact of market conditions and industry trends on equity investments.
Assess the liquidity and solvency of a company using equity analysis techniques.
Apply critical thinking skills to make informed investment decisions based on equity analysis.
Develop a comprehensive understanding of the CFA program and its significance in the finance industry.
Demonstrate effective study strategies and time management techniques for CFA exam preparation.
Evaluate the true value and benefits of pursuing a CFA designation in relation to career advancement.
Apply mnemonic devices and storytelling techniques to enhance understanding and retention of CFA concepts.
Analyze the role of engineers in the CFA program and the complexity of accountancy in the financial industry.
Assess the importance of work-life balance and effective study routines for successfully passing the CFA exams.
Explain the three levels of the CFA program and the requirements for obtaining a CFA charter.
Demonstrate the ability to ask insightful questions during interviews and Q&A sessions related to the CFA exams and industry.
Apply effective communication skills to present CFA-related topics and insights to others.
Analyze and evaluate different career paths available to CFA charterholders in the finance industry.
Demonstrate an understanding of exam strategies and tips for maximizing performance in the CFA Level 1 exam.
Evaluate the credibility and relevance of industry webinars and Q&A sessions for CFA exam preparation.
Create a personalized study plan tailored to individual strengths and weaknesses for the CFA Level 1 exam.

Course content

7 sections • 37 lectures • 4h 2m total length

Introduction5:00
Master key CFA Level 1 concepts with smart tips to focus on tested material, build the equity formula flow, and understand returns, equity, and portfolio management.
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 Course1:48
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.
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 >>

How do I know that this will work for me?0:33
This training is extremely different from the other programs and has been battle tested by thousands of CFA Candidates.
When shall I take 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 don't have financial knowledge, 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 Meldrum?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 candidates pass the exam by themselves, why do I need this course?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.

Introduction to Equity Investments3:32
Introductory lecture on one of the most important topic areas for the CFA Level 1 Exam. The topic area weight for Equity is 10%. The difficulty level is moderate. Mostly theoretical content.
Deriving formula for Preferred Share (perpetuity) and Gordon Growth Model5:50
Watch this video lesson to learn how to value a Preferred Stock using the perpetuity formula. Also, learn the formula for Gordon Growth Model (GGM) and how to apply it.
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 >>
Deriving formula for Justified/Fundamental Price to Earnings Ratio7:09
Jhan in this lecture derives the formula for the Justified Price to Earnings Ratio. In this lecture, you will learn how to transform the Gordon Growth Model into a Justified Price to Earnings Ratio.
Sustainable Growth Rate (SGR) formula and Three-Factor Du-Pont Analysis6:49
Watch and learn one of the most important sections and concepts for the CFA Level 1 Exam: Sustainable Growth Rate (SGR) Formula and The Du-Pont Analysis. These two topics can be considered a must-appear section for CFA Level 1 Exam. Understand the use and application of the SGR formula. Also, using the Du-Pont three-factor framework, learn how to break down the Return on Equity (RoE) metric into three different components.
Easy and Simple Approach to Understand five-factor Du-Pont Analysis4:16
Jhan in this video lecture shares his own way of tackling the five-factor Du-Pont formula. A funny but useful mnemonic will be shared to memorize the five factors of the Du-Pont formula.

Building up the Equity Formula and Connecting it to WACC5:55
Jhan in this lecture connects the Equity formula with the weighted average cost of capital (WACC). All the three components of WACC; cost of common equity, cost of preferred stock, and cost of debt are connected and derived.
Cost of Common Equity Formulas and Connecting it to Portfolio Management Content5:05
Learn in this lecture how to calculate the cost of common equity using three different formulas. One of the formulas i.e. Capital Asset Pricing Model (CAPM) is comes from Portfolio Management Course. Jhan in the latter half of this lecture will discuss CAPM and relate it to Portfolio Management topics like CML, SML, CAL, and Markowitz Efficient Frontier.
Beta Formula and Derivation9:02
Lastly, watch this lecture to learn about Beta and its formula. Also, learn how to transform the Beta formula from CoVariance to the Coefficient of Correlation form.
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's Profile, what is CFA (gold standard), who does it and why you 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.
Advice to get into CFA, succeed, and the true cost4:29
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 this post-grad CFA fit in 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.
Jhan explains his style: His stories, mnemonics, tips, tricks, no Powerpoint!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 this be useful in pursuing 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.
CFA is your gold plated passport to wholesale finance4:29
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".
Popularity of engineers in CFA? Complexity of accountancy and the hardest part4:06
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!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.
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 >>
How do you help CFA candidates? the 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.
I failed in CFA can you help me? Work / life balance for passing?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.
Do I need to pass all 3 CFA levels for getting a job?5:07
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 are there in CFA?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: 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 understanding of financial concepts and terminology will be helpful in grasping the course material. Familiarity with concepts such as present value, future value, and risk-return tradeoff will enhance the learning experience.
Proficiency in mathematical calculations, including percentages, ratios, and basic algebra, is recommended for comprehending formulas and performing calculations involved in equity valuation and analysis.
Access to a reliable internet connection and a computer or mobile device to access the course materials and participate in online discussions.

Description

Are you ready to conquer the CFA Level 1 exam and unlock new opportunities in the world of finance? Join me, Jhan Burger, a seasoned expert with over 20 years of experience in the business industry, as we embark on a transformative journey through the intricacies of Equity Investments. This comprehensive online course is designed to provide you with the smartest tips and strategies to not only pass your exam but excel in your CFA journey.

In today's competitive landscape, having a strong foundation in Equity Investments is essential for any aspiring finance professional. But let's face it, the CFA curriculum can be overwhelming, and self-study often falls short. That's where this course shines. It goes beyond traditional study materials and offers you a dynamic learning experience that is both engaging and effective.

Throughout the course, I will take you by the hand and guide you through the complexities of Equity Investments, breaking down key concepts into digestible pieces. We will start with a solid introduction to Equity Investments, ensuring you grasp the fundamentals before diving deeper. You will learn how to derive essential formulas, such as the Preferred Share (perpetuity) and Gordon Growth Model, Justified/Fundamental Price to Earnings Ratio, Sustainable Growth Rate (SGR), and the Three-Factor and five-factor Du-Pont Analysis.

But we won't stop there. We will continue building the Equity formula flow, connecting it to the Weighted Average Cost of Capital (WACC), Cost of Common Equity, and Portfolio Management content. You will gain a comprehensive understanding of beta formulas and their derivation, equipping you with the tools to navigate the world of Equity Investments with confidence.

But what sets this course apart from others? It's my unwavering commitment to your success. I understand the challenges you face as a CFA candidate, and that's why I bring my unique teaching style to the table. No boring Powerpoint slides here! Instead, I'll captivate you with engaging stories, mnemonics, tips, and tricks that make the learning experience enjoyable and memorable.

As you progress through the course, you'll have the opportunity to dive even deeper into the CFA world with additional resources. In an exclusive interview, I will share insights into the CFA exams, the industry, and provide valuable advice for your career. You'll gain a broader perspective on the true cost of pursuing the CFA designation, how it fits into your post-graduation plans, and the exciting possibilities it opens in the world of finance.

But it doesn't end there. To further support your learning, you'll receive a full workbook containing one-page worksheets for each lesson. These valuable resources will enhance your understanding, allowing you to reinforce key concepts and track your progress along the way.

Enroll now in "Equity Investments: CFA Smart Tips To Pass Your Exam Level 1" and empower yourself with the knowledge and skills needed to ace the CFA Level 1 exam. Whether you're a finance enthusiast, a recent graduate, or a professional looking to advance your career, this course is tailored to meet your needs. Join our community of motivated learners and let's embark on this transformative journey together. Your success starts here!

Who this course is for:

Individuals who have a keen interest in pursuing a career in finance and are specifically aiming to become Chartered Financial Analysts (CFAs).
Finance and Business Students: Undergraduate or graduate students studying finance, business, or related fields can greatly benefit from this course.
Experienced finance professionals who are planning to pursue the CFA certification can use this course as a study tool to enhance their knowledge and skills in equity investments.
Professionals working in the investment industry, such as investment analysts and portfolio managers, can deepen their understanding of equity investments through this course.
Individuals with a strong interest in finance and investing, even if they don't have a professional background, can find value in this course.
Career changers who have basic understanding of finance or are willing to put in the effort to learn.

Equity Investments: CFA Smart Tips To Pass Your Level 1 Exam

What you'll learn

Explore related topics

Course content

Introduction6 lectures • 29min

[Optional] Frequently Asked Questions About Jhan's CFA Online Courses5 lectures • 3min

Building the Equity formula flow part 16 lectures • 28min

Building the Equity formula flow part 24 lectures • 21min

[Optional] Interview Insights Q&A With Jhan Burger (CFA), Additional Tips On CFA13 lectures • 1hr

[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: