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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:
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!!!
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Certificate of completion.
|Section 1: Laying the Foundation|
Stock, stock options, and stock option typesPreview
|Section 2: Key Dates|
Grant, Vest, Exercise, Sale of Stock, ExpirationPreview
|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|
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).