Employee Stock Options & RSUs

Understand EVERYTHING you need to know about your options and RSUs!
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  • Lectures 9
  • Length 1 hour
  • Skill Level All Levels
  • Languages English
  • Includes Lifetime access
    30 day money back guarantee!
    Available on iOS and Android
    Certificate of Completion
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About This Course

Published 4/2016 English

Course Description

The only Employee Stock Options course on Udemy, and the only course you'll ever need to fully understand your employee stock options and RSUs!

Core Financial Concepts' Employee Stock Options & RSUs for Private Companies course spans 5 sections with a total of 9 lectures. In less than an hour, you will:

  • Learn what employee stock options and RSUs are, as well as how they work
  • Understand the key dates affecting your options
  • Follow two employees and their options & RSUs all the way to an IPO
  • Get a primer on income taxes for options
  • See the Big 3 considerations you need to know when thinking about your options and RSUs

By the end of the course, you'll have a framework for how to think about what to do with YOUR options & RSUs given YOUR financial situation.

Don't risk making bad decisions. If you work at a private company, and have employee stock options and/or RSUs, this is the course you've been waiting for!!!

What are the requirements?

  • Have stock options and/or RSUs

What am I going to get from this course?

  • Understand your incentive stock options, non-qualified stock options, and RSUs.
  • Have a framework for making decisions about your stock options and RSUs.

Who is the target audience?

  • Employees at private companies that have stock options and/or RSUs

What you get with this course?

Not for you? No problem.
30 day money back guarantee.

Forever yours.
Lifetime access.

Learn on the go.
Desktop, iOS and Android.

Get rewarded.
Certificate of completion.


Section 1: Laying the Foundation
Stock, stock options, and stock option types
Section 2: Key Dates
Grant, Vest, Exercise, Sale of Stock, Expiration
Section 3: Two employees and their options & RSUs on the road to an IPO
Nancy and her options
Dave and his RSUs
Section 4: Income Taxes
Tax types, taxes on options, summary chart
Section 5: Important Considerations
Important provisions in company documents
The Big 3 Considerations
Section 6: Wrapup

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Instructor Biography

Jeff Nordin, CFP, MBA, 20 years of financial advisory experience

I spent 20 years advising clients on their investments, taxes, insurance needs, financial planning, and estate planning.

I have an undergraduate degree in economics from California State University, and an MBA from Cornell University where my studies focused on Asset Management

I earned my CFP Professional designation in 2002, and am a former CIMA (Certified Investment Management Consultant).

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