Cfa Equity And Portfolio Management Practical Tutorials

Learn practically the syllabus of CFA - Equity and Portfolio Management.

What you'll learn
This course will help you understand practically the syllabus of portfolio management and equity analysis .
This course is best suited if you are pursing Chartered financial analyst designation (CFA) or taking finance as specialisation in your grad and undergrad
The focus of this course is applied learning . This course give you basics of stock trading platform and research platforms
This course is aided with actual examples of stock analysis.
Requirements
Pursuing or planning to pursue - CFA or finance specialisation
Description
This course will help you understand practically the syllabus of portfolio management and equity analysis .This course is best suited if you are pursing Chartered financial analyst designation (CFA) or taking finance as specialization in your grad and undergrad. The focus of this course is applied learning . This course give you basics of stock trading platform and research platforms.We would be discussing topics like :1. Asset allocation2. Portfolio management - risk and return3. Types of portfolio management- Active and passive4. Portfolio management process5. Basics of equity6. Types of equity7. Equity markets - primary market operations8. Equity markets - secondary markets operations (stock trading )9. Equity analysis - fundamental and technical analysisThis course has some elements of Bloomberg terminal. I have shown some examples of how Bloomberg terminal can be used to do economic, technical and fundamental analysis. This course also has actual examples of stock analysis . In stock analysis we would be discussing concepts of core / satellite portfolio , Valuations ratios – P/E , P/S , P/CF , dividend discount model and Free cash flow based valuations , Gordons growth model , impact of economic data on stocks and non-financial analysis. I have also provided analysis of north American companies so that you can better understand the concepts.  Example of companies include - Zoom , Qualcom , Aircanada , Disney , Alacer gold , microsoft etc

Overview

Section 1: Portfolio Management

Lecture 1 Asset Allocation

Lecture 2 Asset Alloaction - Investment options

Lecture 3 Portfolio manangement basics

Lecture 4 Portfolio Manangement process

Lecture 5 Equity introduction

Lecture 6 Equity Basics

Lecture 7 Equity markets - primary market operations

Lecture 8 Equity markets - secondary market operations

Lecture 9 Analyzing stocks - Fundamental and Technical analysis

Lecture 10 Stock Analysis Basics

Lecture 11 Economic Analysis

Lecture 12 Financial Statements Basics

Lecture 13 Financial Ratio interpretation

Lecture 14 Financial Ratios - Time series Analysis

Lecture 15 Financial Ratios - Cross sectional Analysis

Lecture 16 Links to all courses

Section 2: Practical learning

Lecture 17 Zoom Qualcom and Qualcom

Lecture 18 Air Canada , Disney , Alacer Gold and Regeron

Lecture 19 Tech Investing - Microsoft , IBM , Google , Facebook and Tesla

Lecture 20 Has the market bottomed

Lecture 21 Financial planning tips for coronavirus

Lecture 22 Texas Road house and RBC

Lecture 23 Forward PE

Lecture 24 Core and Satellite portfolio , skyworks and intact financials

Lecture 25 Delta Airlines , Carnival Cruize and under armour

Lecture 26 Going crypto

Lecture 27 Financial Planning tips

Lecture 28 Forward P/E

Lecture 29 ETFS -Core and satellite portfolio

Accounting and finance students