Employee Stock Options & RSUs
4.3 (47 ratings)
Instead of using a simple lifetime average, Udemy calculates a course's star rating by considering a number of different factors such as the number of ratings, the age of ratings, and the likelihood of fraudulent ratings.
156 students enrolled
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Employee Stock Options & RSUs

Understand EVERYTHING you need to know about your options and RSUs!
4.3 (47 ratings)
Instead of using a simple lifetime average, Udemy calculates a course's star rating by considering a number of different factors such as the number of ratings, the age of ratings, and the likelihood of fraudulent ratings.
156 students enrolled
Created by Jeff Nordin
Last updated 4/2017
English
Price: $20
30-Day Money-Back Guarantee
Includes:
  • 1 hour on-demand video
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
What Will I Learn?
  • Understand your incentive stock options, non-qualified stock options, and RSUs.
  • Have a framework for making decisions about your stock options and RSUs.
View Curriculum
Requirements
  • Have stock options and/or RSUs
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!!!

Who is the target audience?
  • Employees at private companies that have stock options and/or RSUs
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Curriculum For This Course
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Laying the Foundation
1 Lecture 07:13
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Two employees and their options & RSUs on the road to an IPO
3 Lectures 18:48
Nancy and her options
09:03

Dave and his RSUs
02:29

IPO
07:16
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Income Taxes
1 Lecture 13:50
Tax types, taxes on options, summary chart
13:50
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Important Considerations
2 Lectures 14:14
Important provisions in company documents
05:05

The Big 3 Considerations
09:09
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Wrapup
1 Lecture 00:55
Close
00:55
About the Instructor
Jeff Nordin
4.3 Average rating
47 Reviews
175 Students
3 Courses
CFP, MBA, 20 years of financial advisory experience

I spent 20 years advising clients on their investments, stock options & RSUs, taxes, insurance, 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), as well as a CAP and CLU.