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Prepare for CFA Level 1: Equity Investments and Valuation · LearnSpace
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Prepare for CFA Level 1: Equity Investments and Valuation

Курс от Board Infinity
Начальный≈ 22.6 чАнглийский
О курсеНавыкиПрограммаПреподаватели

О курсе

Build practical expertise in CFA Level 1 equity investments, stock valuation, and financial market analysis to evaluate stocks with confidence. This equity valuation course helps you understand stock trading for beginners while developing skills aligned with CFA Level 1 curriculum and real-world investing applications. You will begin with equity securities, learning how common and preference shares work, investor rights, and how global investing and depository receipts function. You will then explore financial markets, trading mechanisms, and equity trading for beginners, including leverage, short selling, and transaction processes. Next, the course covers equity market indices and benchmarking, where you will learn index construction, weighting methods, and portfolio benchmarking techniques used by analysts. In advanced modules, you will focus on industry and company analysis, applying frameworks like Porter’s Five Forces and PESTLE to evaluate businesses, including how to analyse bank stocks. Finally, you will build valuation models using DDM, FCFE, and relative valuation techniques, along with behavioral finance concepts. By the end, you will: • Analyze stocks using fundamental and valuation frameworks • Apply equity investment concepts aligned with CFA Level 1 • Evaluate companies using financial metrics and forecasting • Use valuation models to identify investment opportunities This course is ideal for finance students, aspiring analysts, investment professionals, and beginners in stock trading. Start building your expertise and make smarter investment decisions in evolving markets. Disclaimer: This course is an independent educational resource developed by Board Infinity and is not affiliated with, endorsed by, sponsored by, or officially associated with CFA Institute or any of its subsidiaries or affiliates. This course is not an official preparation material of CFA Institute. All trademarks, service marks, and company names mentioned are the property of their respective owners and are used for identification purposes only.

Навыки, которые вы освоите

Financial AnalysisInvestmentsEquitiesPortfolio ManagementFinancial TradingBenchmarkingCompetitive AnalysisMarket AnalysisBusiness ValuationFinancial MarketFinancial ForecastingBusiness StrategiesFinancial ModelingInvestment ManagementCapital MarketsFinanceSecurities TradingMarket Dynamics

Программа курса

5 модулей · 142 учебных материалов

01Equity Securities, Markets, and Investor Rights29 материалов

Introduction to Equity investing

Introduction to Common StockВидеоIntroduction to Preference StockВидеоFeatures of Preference Stock (Cumulative vs Non-cumulative; Participating vs Non-Participating)ВидеоRisk & Return Characteristics of Common and Preference StockВидео

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Board Infinity

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Prepare for CFA Level 1: Equity Investments and Valuation
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Обучение на Coursera

≈ 22.6 ч

5 модулей

Язык: Английский

Часть программы вашего университета
Introduction to Foreign Equity & Associated RisksВидео
Methods of Foreign Investing – Direct Investing vs Depository ReceiptsВидео
Types of Depository Receipts (GDRs, ADRs, etc.)Видео
Market Value vs Intrinsic Value vs Book ValueВидео
Numerical: Return on Equity CalculationВидео
Features of Private Equity InvestmentsВидео
Practice Quiz: Introduction to Equity investingЗадание

Equity Markets and Return Measurement

Introduction & Functions of Financial MarketsВидеоRole of Financial MarketsВидеоClassification of Assets (Financial vs Real Assets)ВидеоPrimary vs Secondary Capital MarketsВидеоTraditional Securities – Fixed Income and EquityВидеоTypes of Pooled Investment VehiclesВидеоFinancial Contracts – Forwards, Futures, Swaps, ABS, etc.ВидеоAlternative Investments – CommoditiesВидеоFinancial Intermediaries – Brokers, Dealers, ExchangesВидеоFinancial Intermediaries – Securitizers & Depository InstitutionsВидеоFinancial Intermediaries – Insurance, Arbitrageurs, Clearing Houses & CustodiansВидеоLong and Short PositionsВидеоShort Selling – Deep DiveВидеоLeverage PositionsВидеоNumerical: Leverage Ratio and Margin CallВидеоPractice Quiz: Equity Markets and Return MeasurementЗаданиеGraded Quiz: Equity Securities, Markets, and Investor RightsЗаданиеQuick Course Check-InPLUGIN
02Equity Market Indices and Benchmarking16 материалов

Index Construction and Weighting Methods

Security Market Index and Constituent SecuritiesВидеоUses of Security Market IndexesВидеоPrice Return vs Total ReturnВидеоPrice Weighted Index – ConceptВидеоNumerical: Price Weighted IndexВидеоEqual Weighted Index – ConceptВидеоNumerical: Equal Weighted IndexВидеоMarket Cap Weighted Index – ConceptВидеоFree-Float Adjusted Weighted IndexВидеоFundamental Weighted IndexВидеоPractice Quiz: Index Construction and Weighting MethodsЗадание

Index Rebalancing, Reconstitution, and Benchmark Use

Rebalancing vs ReconstitutionВидеоMajor Types of Security Market IndexesВидеоPractical Application of Security Market IndexesВидеоPractice Quiz: Index Rebalancing, Reconstitution, and Benchmark UseЗаданиеGraded Quiz: Equity Market Indices and BenchmarkingЗадание
03Market Organization, Trading, and Transaction Costs16 материалов

Price Discovery & Order Types

Bid & Ask PricesВидеоMarket vs Limit OrdersВидеоOther Order Types – AON, Hidden Orders, etc.ВидеоValidity InstructionsВидеоUse of Stop Loss OrdersВидеоClearing InstructionsВидеоPractice Quiz: Price Discovery & Order TypesЗадание

Market Structures

Call Market and Continuous MarketВидеоQuote-Driven MarketsВидеоOrder-Driven MarketsВидеоBrokered MarketsВидеоMarket Information and TransparencyВидеоCharacteristics of Efficient Financial MarketsВидео
04Industry and Company Analysis for Equity Valuation36 материалов

Industry Analysis

Introduction to Industry AnalysisВидеоAlternative Methods to Group CompaniesВидеоIndustry Size and CharacteristicsВидеоGrowth vs Mature IndustriesВидеоIndustry Profitability and Industry Market ShareВидеоPorter’s Five Forces – Rivalry amongst existing competitorsВидеоPorter’s Five Forces – Threat of Entry, and Threat of SubstitutesВидеоPorter’s Five Forces – Powers of Buyers, and Powers of suppliersВидеоKey Takeaways from Porter’s Five ForcesВидеоPESTLE – Political and EconomicВидеоPESTLE – Social and TechnologicalВидеоPESTLE – Legal and EnvironmentalВидеоIntroduction to Company StrategyВидеоCost Leadership StrategyВидеоDifferentiation StrategyВидеоFocus StrategyВидеоPractice Quiz: Industry AnalysisЗадание

Company Fundamentals and Business Models

Introduction to Business Models & Research MaterialsВидеоEvaluating Revenue DriversВидеоUnderstanding Operating CostsВидеоKey Profitability Metrics – GM, EBITDA, etc.ВидеоEconomies of Scale and Economies of ScopeВидеоIntroduction to Working CapitalВидео

Forecasting Company Fundamentals

Key Forecasting ObjectsВидеоHistorical Results and Base Rate ForecastingВидеоManagement Guidance and Analyst DiscretionВидеоTop-down vs Bottom-up ForecastingВидеоRecurring vs Non-recurring ItemsВидеоForecasting Operating CostsВидео
05Equity Valuation, Market Efficiency, and Behavioral Finance45 материалов

Intrinsic Valuation – DDM and Free Cash Flow

Importance of ValuationВидеоIntroduction to Equity Valuation ModelsВидеоIntroduction to Dividend Discount Model (DDM)ВидеоOne-Stage DDM – NumericalВидеоMulti-Stage DDM – NumericalВидеоGordon Growth Model and Terminal ValueВидеоNumerical: Gordon Growth ModelВидеоEstimating Sustainable Growth RateВидеоAppropriateness of DDMВидеоUsing FCFE for Equity ValuationВидеоEstimating Required Return using CAPMВидеоAdvantages of DCFВидеоDisadvantages of DCFВидеоDividend Terminology – Cash & Stock DividendsВидеоDividend Terminology – Stock Splits & Share RepurchasesВидеоChronology of Dividend PaymentsВидеоPractice Quiz: Intrinsic Valuation – DDM and Free Cash FlowЗадание

Relative Valuation and Multiples

Introduction to Price MultiplesВидеоKey Valuation Ratios – P/E, P/B, P/S, P/CFВидеоCombining P/E multiple with company fundamentalsВидеоExample on Fundamental P/E ComparisonВидеоComparable Company AnalysisВидеоExample on Comparable Company AnalysisВидео

Market Efficiency & Behavioural Biases

Introduction to Efficient Capital MarketsВидеоImpact of efficiency on Active & Passive investment strategiesВидеоMarket Value vs Intrinsic Value vs Book ValueВидеоFactors Affecting Market EfficiencyВидеоForms of Market EfficiencyВидеоImpact of Market EfficiencyВидео
Need for Regulation in Financial MarketsВидео
Practice Quiz: Market StructuresЗадание
Graded Quiz: Market Organization, Trading, and Transaction CostsЗадание
Understanding Capital StructureВидео
Practice Quiz: Company Fundamentals and Business ModelsЗадание
Forecasting Working CapitalВидео
Capital Investments and Capital StructureВидео
Introduction to Scenario AnalysisВидео
Practice Quiz: Forecasting Company FundamentalsЗадание
Graded Quiz: Industry and Company Analysis for Equity ValuationЗадание
Introduction to Enterprise ValueВидео
EV/EBITDA and EV/RevenueВидео
Using EV-based multiplesВидео
Disadvantages of Multiples-Based ValuationВидео
Introduction to Asset-Based ValuationВидео
Advantages of Asset-Based ApproachВидео
Disadvantages of Asset-Based ApproachВидео
Practice Quiz: Relative Valuation and MultiplesЗадание
Introduction to market anomaliesВидео
Market Anomalies – Time-SeriesВидео
Market Anomalies – Cross-SectionalВидео
Other Types of Market AnomaliesВидео
Behavioral Biases – Loss Aversion, Overconfidence, HerdingВидео
Behavioral Finance and Information CascadesВидео
Practice Quiz: Market Efficiency & Behavioural BiasesЗадание
Graded Quiz: Equity Valuation, Market Efficiency, and Behavioral FinanceЗадание