Essentials of Investments

This course covers topics taught in an essentials of investments course at an undergraduate/graduate level. This course cover 10 to 15% for the BEC section of the CPA exam and 20 to 25% of the CFA exam.
Mansour Farhat · 21 March 2023

Course Description

This course benefits students taking essentials of investments (undergraduate or graduate course) students, CPA exam (BEC) candidates and CFA exam candidates. It is a supplementary course for your education and an investment in your future.

Course Topics:

  1. Investments Background and Issues:
  2. Real Assets Vs. Financial Assets
  3. Financial Crisis of 2008
  4. Asset classes and Financial Instruments:
  5. Money Market
  6. Bond Market
  7. Equities Market
  8. Derivatives Market
  9. Stock Market Indices
  10. Securities Market
  11. Market Order
  12. U.S. Market: NASDAQ & NYSE
  13. Buying on Margin
  14. Short Sales
  15. Electronic Trading: Algorithmic Trading, High Frequency Trading & Dark Pool
  16. Type Investment Companies
  17. All About Mutual Funds (taxation)
  18. Exchange Traded Fund (ETF)
  19. Geometric, Arithmetic and Dollar Weighted Average Return
  20. Nominal Interest Rate
  21. Normal Distribution
  22. Risk Aversion and Sharpe Ratio
  23. Systemic vs Unsystematic Risk
  24. Portfolio Covariance and Correlation Coefficient
  25. Simple Regression
  26. Capital Asset Pricing Model (CAPM)
  27. Fama French 3 Factors Model
  28. Behavioral Finance and Technical Analysis
  29. Bond Prices and Yields
  30. Macroeconomic and Industry Analysis
  31. Equity Valuation
  32. Dividend Discount Model
  33. Present Value of Growth Opportunities
  34. P/E Ratio
  35. Options Market

Course Features:

  • 90 Video Lectures,
  • PPT slides notes
  • 290+ Multiple Choice questions

Course Content

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Course Includes

  • 13 Lessons
  • 88 Topics
  • 12 Quizzes