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    Level 1 CFA® Exam Prep Bootcamp (Part 2/2)

    BY
    Udemy

    Master the fundamentals and advanced principles of financial reporting, as well as financial statement analysis, to pass the CFA exam.

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    Mode

    Online

    Fees

    ₹ 3099

    Quick Facts

    particular details
    Medium of instructions English
    Mode of learning Self study
    Mode of Delivery Video and Text Based

    Course overview

    The Level 1 CFA® Exam Prep Bootcamp (Part 2/2) online certification was created by 365 Careers, an online educational platform that seeks to create prospects for business and finance trainees, in collaboration with Ivan Kitov, CFA, and is delivered by Udemy, which is aimed at learners who want to learn the concepts underlying financial reporting, equity investments, portfolio management, and derivatives. The Level 1 CFA® Exam Prep Bootcamp (Part 2/2) online course is designed to provide learners with the tools they need to grasp the topics necessary to become certified financial analysts.

    Level 1 CFA® Exam Prep Bootcamp (Part 2/2) online classes are meant to be used in conjunction with the CFA Institute's official study materials and should not be considered a replacement for them. Learners will receive more than 29.5 hours of digital lessons, 44 articles, and 59 downloadable study materials in this course, which cover topics such as balance sheets, income statements, fixed income, equity, equity investment, cash flow statement, and pricing, valuation, and much more.

    The highlights

    • Certificate of completion
    • Self-paced course
    • 29.5 hours of pre-recorded video content
    • 44 articles
    • 59 downloadable resources

    Program offerings

    • Online course
    • Learning resources. 30-day money-back guarantee
    • Unlimited access
    • Accessible on mobile devices and tv

    Course and certificate fees

    Fees information
    ₹ 3,099
    certificate availability

    Yes

    certificate providing authority

    Udemy

    What you will learn

    Financial knowledge

    After completing the Level 1 CFA® Exam Prep Bootcamp (Part 2/2) certification course, learners will be introduced to the fundamentals of finance along with the principles associated with financial analysis and financial reporting. Learners will explore numerous financial statement analysis techniques and procedures, as well as different forms of financial statements such as balance sheets and cash flow statements. Learners will be introduced to a variety of financial analysis principles such as portfolio management and investment management. In addition, learners will learn about equity, equity valuation, equity investment, pricing, and derivatives, as well as how to use financial calculators to calculate risk and return.

    The syllabus

    What Does the Course Cover?

    • What Does the Course Cover?
    • Welcome Gift

    How to Use a Financial Calculator

    • Introduction
    • Setting up the Financial Calculator
    • Basic Calculations
    • Time Value of Money
    • Cash Flow Analysis
    • Statistics
    • Depreciation and Breakeven

    Formula Sheet

    • Formula Sheet

    Financial Reporting and Analysis: Introduction to Financial Statement Analysis

    • LOS Overview
    • Introduction to Financial Reporting and Analysis
    • Major Financial Statements
    • Supplementary Sources of Financial Information
    • Audit Reports
    • Financial Statements Analysis
    • The Financial Statements Analysis Framework
    • Practice Questions (Introduction to Financial Statement Analysis)
    • Practice Questions with Answers (Introduction to Financial Statement Analysis)

    Financial Reporting and Analysis: Financial Reporting Standards

    • LOS Overview
    • Importance of Financial Reporting Standards
    • Standard-setting Bodies and Regulatory Authorities
    • The Conceptual Framework for Financial Reporting (Part I)
    • The Conceptual Framework for Financial Reporting (Part II)
    • Basics of Accounting
    • General Requirements for Financial Statements
    • Alternative Reporting Systems
    • Practice Questions with Answers (Financial Reporting Standards)
    • Practice Questions (Financial Reporting Standards)

    Financial Reporting and Analysis: Understanding Income Statements

    • LOS Overview
    • Components of the Income Statement
    • Alternative Presentation Formats
    • Revenue Recognition - General Principles
    • Revenue Recognition - Practical Application
    • Expense Recognition - General Principles
    • Expense Recognition - Practical Application
    • Non-recurring Items
    • Operating vs. Non-operating Items
    • Basic Earnings Per Share (EPS)
    • Diluted Earnings Per Share (DEPS)
    • Common-size Income Statements
    • Profitability Ratios
    • Other Comprehensive Income
    • Practice Questions (Understanding Income Statements)
    • Practice Questions with Answers (Understanding Income Statements)

    Financial Reporting and Analysis: Understanding Balance Sheets

    • LOS Overview
    • Elements of the Balance Sheet
    • Alternative Presentation Formats
    • Uses and Limitations of the Balance Sheet
    • Current Assets
    • Non-current Assets
    • Current Liabilities
    • Non-current Liabilities
    • Measurement Bases
    • Shareholders' Equity
    • Common-size Balance Sheets
    • Liquidity Ratios
    • Solvency Ratios
    • Practice Questions (Understanding Balance Sheets)
    • Practice Questions with Answers (Understanding Balance Sheets)

    Financial Reporting and Analysis: Understanding Cash Flow Statements

    • LOS Overview
    • Introduction to Cash Flow Statements
    • Major Sections in the Cash Flow Statement
    • Non-cash Items
    • Cash Flow Statements under IFRS and US GAAP
    • Direct vs. Indirect Method
    • Cash Flow Statements - Links to the Other Financial Statements
    • Calculating Cash Flows from Operating Activities (Indirect Method)
    • Calculating Cash Flows from Operating Activities (Direct Method)
    • Converting from Indirect to Direct Method
    • Calculating Cash Flows from Investing and Financing Activities
    • Common-size Cash Flow Statements
    • Free Cash Flow Indicators
    • Cash Flow Ratios
    • Calculating Gatsby's Cash Flow Statement (in Excel)
    • Practice Questions

    Financial Reporting and Analysis: Financial Analysis Techniques

    • LOS Overview
    • Tools and Techniques Used in Financial Analysis
    • Activity Ratios
    • Activity Ratios - Practical Example
    • Liquidity Ratios
    • Solvency Ratios
    • Profitability Ratios
    • Valuation Ratios
    • Evaluating a Company Using Ratio Analysis
    • DuPont Analysis
    • DuPont Analysis - Practical Example
    • Ratios Used in Equity Analysis
    • Ratios Used in Credit Analysis
    • Segment Reporting
    • Ratio Analysis & Forecasting
    • SaleSmart's Financial Ratios Pack
    • Blank SaleSmart's Financial Ratios Pack
    • Practice Questions
    • Practice Questions with Answers

    Financial Reporting and Analysis: Inventory

    • LOS Overview
    • Inventory Costs
    • Inventory Valuation Methods (Part 1)
    • Inventory Valuation Methods (Part 2)
    • Inventory Valuation Methods (Part 3)
    • Inventory Valuation Methods (Part 4)
    • Converting Financial Statements from LIFO to FIFO
    • Converting Financial Statements from LIFO to FIFO (Exercise)
    • Inventory Measurement
    • Inventory Disclosures
    • The Importance of Inventory Analysis
    • Practice Questions

    Financial Reporting and Analysis: Non-current liabilities

    • LOS Overview
    • Introduction to Debt Terminology
    • Recognition and Measurement of Debt Obligations (Part 1)
    • Recognition and Measurement of Debt Obligations (Part 2)
    • Interest Rate Calculations
    • Debt Covenants
    • Non-current Liabilities - Presentation and Disclosure
    • Motivations for Leasing Assets
    • Lease Accounting: the Lessee's Perspective
    • Lease Accounting: the Lessor's Perspective
    • Defined Contribution vs. Defined Benefit Pensions Plans
    • Practice Questions

    Financial Reporting and Analysis: Financial Reporting Quality

    • LOS Overview
    • Financial Reporting Quality vs. Earnings Quality
    • A Spectrum for Assessing Financial Reporting Quality
    • Conservative Accounting vs. Aggresive Accounting
    • Motivations for Issuing Low-Quality Reports
    • The Fraud Triangle
    • Mechanisms that Discipline Financial Reporting Quality
    • Presentation Choices
    • Manipulations of Financial Results
    • Accounting Warnings Signs

    Financial Reporting and Analysis:Financial Statement Analysis (FSA)-Applications

    • LOS Overview
    • Evaluating a Company's Past Performance
    • Forecasting a Company's Net Income and Cash Flows
    • The Role of FSA in Assessing the Quality of Debt Investments
    • The Use of FSA in Screening for Potential Equity Investments
    • Common Adjustments to a Company's Financial Statements

    Portfolio Management: An Overview

    • LOS Overview
    • Portfolio Approach
    • Portfolio Management Process
    • Types of Investors
    • Defined Benefit (DB) and Defined Contribution (DC) Plans
    • Mutual Funds
    • Separately Managed Accounts (SMAs) and Exchange-traded Funds (ETFs)
    • Hedge Funds
    • Private Equity
    • Practice Questions
    • Practice Questions (Answers and explanations)

    Portfolio Management: Risk & Return - Part I

    • LOS Overview
    • Return Measures
    • Money-weighted Rate of Return
    • Time-weighted Rate of Return
    • Annualized Return
    • The Effect of Fees, Taxes, Inflation and Leverage
    • Money-weighted vs Time-weighted Rate of Return
    • Major Asset Classes
    • Historical vs Expected Returns
    • Mean, Variance and Covariance of Asset Returns
    • Risk Aversion
    • Risk Aversion (Implications)
    • Porfolio Standard Deviation
    • The Correlation Coefficient
    • Investment Opportunity Set
    • Minimum-Variance Frontier
    • Capital Allocation Line
    • Optimal Investor Portfolio
    • Practice Questions
    • Practice Questions (Answers and explanations)

    Portfolio Risk and Return: Part II

    • LOS Overview
    • Two-fund Separation Theorem
    • CAL vs. CML
    • Systematic vs. Unsystematic Risk
    • Return-generating Models
    • Calculate and Interpret Beta
    • Regression analysis
    • Calculate Beta in Excel
    • Capital Asset Pricing Model (CAPM)
    • Security Market Line (SML)
    • Expected Return (CAPM)
    • CAPM (Applications)
    • Sharpe Ratio and M2 Ratio
    • Treynor Ratio and Jensen’s Alpha
    • Performance Measures (Example)
    • Practice Questions
    • Practice Questions (Answers and explanations)

    Portfolio Management: Basics of Portfolio Planning and Construction

    • LOS Overview
    • Investment Policy Statement (IPS)
    • IPS Components
    • Risk and Return Objectives
    • Willingness vs. Ability to take risk
    • Investment Constraints
    • Asset Allocation
    • Portfolio Construction (Principles)
    • Tactical Asset Allocation
    • ESG Investing

    Portfolio Management: Introduction to Risk Management

    • Define Risk Management
    • General Risk Management Framework
    • The Risk Governance Process
    • Risk Tolerance
    • Risk Budgeting
    • Financial and Non-financial Sources of Risk
    • Risk Measures (Part 1)
    • Risk Measures (Part 2)
    • Subjective and Market-based Risk Estimates
    • Risk Management Framework

    Portfolio Management: Technical Analysis

    • LOS Overview
    • Technical Analysis - Principles, Applications, Assumptions
    • Charts Used in Technical Analysis
    • Other Tools Used in Technical Analysis
    • Trend, Support and Resistance Lines
    • Common Chart Patterns
    • Price Indicators
    • Momentum Oscillators
    • Non-price Based Indicators
    • Technical Analysis - Cycles
    • Intermarket Analysis

    Equity: Market Organization and Structure

    • LOS Overview
    • Financial System (Functions)
    • Financial System (Purposes)
    • Equilibrium Interest Rate
    • Asset Classification
    • Security Types
    • Pooled Investment Vehicles
    • Currencies
    • Derivative Contracts
    • Real Assets
    • Financial Intermediaries
    • Dealers
    • Depository Institutions
    • Insurance Companies
    • Arbitrageurs
    • Clearinghouses and Custodians
    • Long and Short Position
    • Short Position
    • Leveraged Position
    • Leverage Ratio
    • Margin Call
    • Trade Order
    • Execution Instructions
    • Validity Instructions
    • Clearing Instructions
    • Primary vs. Secondary Market
    • Initial Public Offering (IPO)
    • Other Primary Market Transactions
    • Secondary Market Structures
    • Execution Mechanisms
    • Market Information Systems
    • Characteristics of a Well-functioning Financial System
    • Market Regulation
    • Practice Questions
    • Practice Questions (Answers and explanations)

    Equity: Security Market Indexes

    • LOS Overview
    • Security Market Index
    • Price and Total Return
    • Single-period Total Return
    • Index Value (Multiple Time Periods)
    • Index Construction and Management
    • Index Weighting
    • Equal Weighting
    • Market-capitalization Weighting
    • Float-adjusted Market-capitalization Weighting
    • Fundamental Weighting
    • Price-weighted Index (Value and Return)
    • Market-capitalization-weighted Index (Value and Return)
    • Equal-weighted Index (Value and Return)
    • Index returns (Excel)
    • Index Rebalancing
    • Market Indexes (Applications)
    • Equity Index Types
    • Fixed-Income Index Types
    • Alternative Investment Index Types
    • Security Market Indexes (Comparison)
    • Practice Questions
    • Practice Questions (Answers and Explanations)

    Equity: Market Efficiency

    • LOS Overview
    • Market Efficiency
    • Market vs. Intrinsic Value
    • Market Efficiency: Factors
    • Market Efficiency Forms
    • Market Efficiency Forms (Implications)
    • Market Anomalies
    • Market Anomalies (Types)
    • Momentum and Overreaction Anomalies
    • Cross-Sectional Anomalies
    • Other Market Anomalies
    • Behavioral Finance
    • Practice Questions
    • Practice Questions (Answers and Explanations)

    Equity: Overview of Equity Securities

    • LOS Overview
    • Equity Securities (Characteristics)
    • Voting Rights
    • Private vs. Public Equity
    • Non-domestic Stocks
    • Equity (Risk and Return)
    • The Role of Equity in Company Financing
    • Market vs Book Value of Equity
    • Return on Equity
    • Cost of Equity
    • Practice Questions
    • Practice Questions (Answers and explanations)

    Equity: Introduction to Industry and Company Analysis

    • LOS Overview
    • Industry Classification Systems
    • Commercial Industry Classification Systems
    • Governmental Industry Classification Systems
    • Cyclical vs. Non-cyclical Firms
    • Peer Group Analysis
    • Industry Analysis (Elements)
    • Strategic Analysis (Principles)
    • Barriers to Entry
    • Industry Concentration
    • Industry Capacity
    • Industry Life-cycle Model
    • Representative Industries (Characteristics)
    • Industry Growth, Profitability, and Risk (External Influences)
    • Company Analysis (Elements)
    • Practice Questions
    • Practice Questions (Answers and explanations)

    Equity Valuation: Concepts and Basic Tools

    • LOS Overview
    • Market vs. Intrinsic Value
    • Equity Valuation Models (Categories)
    • Dividend Payments
    • Dividend Payment Chronology
    • Dividend Discount Model
    • Free-cash-flow-to-equity Model
    • Required Rate of Return (Common Equity)
    • Fundamental Value of Preferred Stock
    • Gordon Growth Model
    • Multistage Dividend Discount Model
    • Present Value Models-Overview
    • Multiplier Model
    • Common Price Multiples
    • Price Multiples Based on Fundamentals
    • Price Multiples Based on Comparables
    • Enterprise Value Multiple
    • Asset-based Valuation Model
    • Equity Valuation Models-Strengths and Weaknesses
    • Practice Questions
    • Practice Questions (Answers and explanations)

    Fixed Income: Fixed-income Securities - Defining Elements

    • LOS Overview
    • Introduction to Fixed Income
    • Basic Features of Fixed-income Securities
    • Bond Indenture
    • Bond Covenants
    • Legal, Regulatory, and Tax Considerations
    • Cash Flow Structures (Part 1)
    • Cash Flow Structures (Part 2)
    • Cash Flow Structures (Part 3)
    • Contingency Provisions
    • Practice Questions (Defining Fixed-income Elements)
    • Practice Questions with Answers (Defining Fixed-income Elements)

    Fixed Income: Fixed-income Markets

    • LOS Overview
    • Global Fixed-Income Markets
    • The Interbank Offered Rate
    • Primary Bond Markets
    • Secondary Bond Markets
    • Sovereign Bonds
    • Other Types of Bonds
    • Corporate Debt (Part 1)
    • Corporate Debt (Part 2)
    • Structured Financial Instruments
    • Short-term Funding Alternatives to Banks
    • Repurchase Agreements
    • Practice Questions (Fixed-income Markets)
    • Practice Questions with Answers (Fixed-income Markets)

    Fixed Income: Introduction to Fixed-income Valuation

    • LOS Overview
    • Calculating a Bond's Price
    • Bond Features - Interrelationships
    • Spot Rates
    • Calculating Full Price, Flat Price, and Accrued Interest
    • Matrix Pricing
    • Calculating Annual Yields
    • Yield Measures - Fixed-rate Bonds
    • Yield Measures - Floating-rate Notes
    • Yield Measures - Money Market Instruments
    • Yield Curves
    • Forward vs. Spot Rates
    • Yield Spread Measures

    Derivatives: Derivative Markets and Instruments

    • LOS Overview
    • Define Derivatives
    • Hedging vs. Speculating
    • Forward Commitments vs. Contingent Claims
    • Forwards, Futures, and Swaps
    • Options and Credit Derivatives
    • Call Options
    • Put Options
    • Controversies Related to Derivatives
    • Arbitrage
    • Practice Questions

    Basics of Derivative Pricing and Valuation

    • LOS Overview
    • Pricing Principles
    • Price vs. Value
    • Net Cost of Carry
    • Calculation Price and Value during the Life of a Contract
    • Monetary vs. Non-Monetary Costs and Benefits
    • The Effects of Costs and Benefits on a Forward's Value
    • Forward Rate Agreements
    • Swaps vs. Series of Forwards
    • Forwards vs. Futures
    • Calculating Swaps' Value and Price
    • Options
    • Types of Options
    • Calculating the Value of an Option Contract
    • One-period Binomial Model
    • European vs. American Options
    • Practice Questions
    • Completing 100%

    Instructors

    Mr Ivan Kitov
    Instructor
    Freelancer

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