Equity Investments made easy-CFA L1
What you'll learn
- Get an understanding of Equity Investment for CFA L1
- Complete the preparation of 10% of CFA L1 course with ease
- No specific knowledge or supplemental required, though it will help if they have the official CFA L1 courseware available with them
This course explains important characteristics of the markets in which equities, fixed-income instruments, derivatives, and alternative investments trade. It also focuses on the characteristics, analysis, and valuation of equity securities.
The reading on market organization and structure describes market classifications, types of assets and market participants, and how assets are traded.
The reading on security market indices explains how indices are constructed, managed, and used in investments.
The reading on market efficiency discusses the degree to which market prices reflect information. It also explains implications of different degrees of market efficiency for security analysis and portfolio management.
The reading on 'Overview of Equity Securities' discusses various types and features of equity securities and their roles in investment management.
The reading on 'Introduction to Industry and Company Analysis' explains how to conduct industry and company analyses; the reading's major focus is on understating a company's competitive position.
The previous two readings constitute necessary background knowledge for the reading on 'Equity Valuation: Concepts and Basic Tools', which introduces the subject of equity valuation.
Who this course is for:
- Candidates enrolled to take the CFA L1 exam
- Students aspiring to appear for CFA L1
A CFA charter holder, I have extensive experience in the field of F&A outsourcing and have worked on various projects within the F&A Arena. I have 17 years of experience in F&A delivery, handling end to end finance and accounting processes, F&A practice and process improvement. I am also a visiting faculty with International College of Financial Planning, New Delhi where I have taken classes for CFA L 2 and 3. I have my own channel on Youtube on Finance and Investments.
Specialties: FinTech, Finance, Fixed Income, Treasury, Accounts Payable, Accounts Receivables, Reconciliation, Fixed Asset and Project accounting, Solution development, F&A Training, SOX testing, Fraud risk assessment and Process streamlining.