Buying for a Team? Gift This Course
Wishlisted Wishlist

Please confirm that you want to add Employee Stock Options & RSUs to your Wishlist.

Add to Wishlist

Employee Stock Options & RSUs

Understand EVERYTHING you need to know about your options and RSUs!
4.5 (14 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.
56 students enrolled
Created by Jeff Nordin
Last updated 12/2016
30-Day Money-Back Guarantee
  • 1 hour on-demand video
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
Have a coupon?

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
Students Who Viewed This Course Also Viewed
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
  • Have stock options and/or RSUs
Curriculum For This Course
Expand All 9 Lectures Collapse All 9 Lectures 59:00
Laying the Foundation
1 Lecture 07:13
Two employees and their options & RSUs on the road to an IPO
3 Lectures 18:48
Nancy and her options

Dave and his RSUs

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

The Big 3 Considerations
1 Lecture 00:55
About the Instructor
4.5 Average rating
14 Reviews
56 Students
2 Courses
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).

Report Abuse