Essentials of Investments

Accounting Courses , Finances Courses ,

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.

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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:

Investments Background and Issues:
Real Assets Vs. Financial Assets
Financial Crisis of 2008
Asset classes and Financial Instruments:
Money Market
Bond Market
Equities Market
Derivatives Market
Stock Market Indices
Securities Market
Market Order
U.S. Market: NASDAQ & NYSE
Buying on Margin
Short Sales
Electronic Trading: Algorithmic Trading, High Frequency Trading & Dark Pool
Type Investment Companies
All About Mutual Funds (taxation)
Exchange Traded Fund (ETF)
Geometric, Arithmetic and Dollar Weighted Average Return
Nominal Interest Rate
Normal Distribution
Risk Aversion and Sharpe Ratio
Systemic vs Unsystematic Risk
Portfolio Covariance and Correlation Coefficient
Simple Regression
Capital Asset Pricing Model (CAPM)
Fama French 3 Factors Model
Behavioral Finance and Technical Analysis
Bond Prices and Yields
Macroeconomic and Industry Analysis
Equity Valuation
Dividend Discount Model
Present Value of Growth Opportunities
P/E Ratio
Options Market

Course Features:

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

Course Content

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🎥Introduce Yourself & Connect with Others 2 Topics

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🎥Introduce Yourself & Connect with Others

🎥Save Money on Your Subscription

💡Chapter 1 : Investments: Background and Issues 5 Topics | 1 Quiz

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🎥What are Financial Assets?

🎥Role of Financial Markets

🎥Risk Vs. Return | Efficient Market Hypothesis

🎥Financial Intermediaries Role in the Financial Markets

🎥The Financial Crisis of 2008 Explained Crash Course

🎯Inv Chapter 1 Quiz 1

💡Chapter 2: Asset Classes and Financial Instruments 6 Topics | 1 Quiz

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🎥Asset Classes & Fixed Income Money Market

🎥Asset Classes: Bonds Market ,Treasury Notes & Bonds

🎥Asset Classes | Equity Securities

🎥Dow Jones Industrial Average Explained

🎥Return On Value Weight Index: S&P 500

🎥Financial Derivatives Explained

🎯Inv Chapter 2 Quiz 1

💡Chapter 3: Securities Market 6 Topics | 1 Quiz

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🎥How Firms Issue Securities | Initial Public Offering | Private Placement

🎥Stock Order Types: Limit Orders, Market Orders and Stop Orders. What is a broker-Dealer?

🎥Overview of Electronic Stock Market: NASDAQ

🎥What is Algorithmic Trading | High Frequency Trading | Dark Pools

🎥Buying Stocks on Margin Explained

🎥Short Sale Explained

🎯Inv Chapter 3 Quiz 1

💡Chapter 4: Investments Companies 6 Topics | 1 Quiz

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🎥Basics of Investment Companies and Net Asset Value (NAV)

🎥Investment Companies: Unit Investment Trust and Managed Investment Companies: Closed-end and Open-end

🎥The Basics of Mutual Funds. What is a Mutual Fund?

🎥Mutual Fund Fees: Front Vs. back load Vs. 12b-1 charges

🎥Taxation Of Mutual Funds Simply Explained. Capital Gain Distributions

🎥Exchange Traded Funds Simply Explained with Examples

🎯Inv Chapter 4 Quiz 1

💡Chapter 5: Risk, Return and the Historical Record 12 Topics | 1 Quiz

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🎥Download PPT + Excel EOI CH5

🎥Geometric Mean Versus Arithmetic Mean Versus Dollar Weighted Return Simply Explained

🎥Example Geometric Vs. Arithmetic Vs. Dollar Weighted Average in Excel

🎥Annual Percentage rate APR Versus Effective Annual Rate APR

🎥Nominal Interest rate Vs. Real Interest rate Vs. Inflation

🎥Standard Deviation Scenario Analysis 2 Measure Risk & expected Return

🎥Example of Standard Deviation and Variance for an Investment Portfolio

🎥Normal Distribution and Standard Deviation for a Portfolio. Value At Risk (VAR) explained

🎥What are Skewness and Kurtosis?

🎥What is Risk Aversion & Sharpe Ratio | Computed & explained.

🎥Example: Sharpe Ratio and Risk Aversion Computation.

🎥Modern Portfolio Theory | Capital Allocation Line | CAL

🎯Inv Chapter 5 Quiz 1

💡Chapter 6: Efficient Diversification 7 Topics | 1 Quiz

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🎥Systematic and Unsystematic Risk + PPT Slides

🎥Portfolio Analysis using Covariance and Correlation Coefficient

🎥Optimal Portfolio of Two Risky Assets wit a Risk-Free Asset

🎥Single Index Model. Explained with the Least Statistical Lingo

🎥The Efficient Frontier Simply Explained in Minutes

🎥Single Index Stock Market Model Using Single Regression Line.

🎥Explanation of Simple Linear Regression for Stock Return

🎯Inv Chapter 6 Quiz 1

💡Chapter 7: Capital Asset Pricing Model (CAPM) 5 Topics | 1 Quiz

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🎥What is Capital Asset Pricing Model

🎥Security Market Line

🎥Multifactor Models Extension of CAPM

🎥Fama French 3 Factor Model

🎥The Alpha of the Stock

🎯Inv Chapter 7 Quiz 1

💡Chapter 9: Behavioral Finance and Technical Analysis 3 Topics | 1 Quiz

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🎥Behavioral Finance: Information Processing & Behavioral Biases

🎥Technical Analysis: Moving Averages | Point & Figure Chart | Breadth and Relative Strength

🎥Technical Analysis: Trin Statistics | Bond Confidence Index| Short Interest |Put/call Ratio

🎯Inv Chapter 9 Quiz 1

💡Chapter 10: Bond Prices and Yields 8 Topics | 1 Quiz

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🎥Introduction to Bonds: Bonds Characteristics & Types

🎥How to Calculate Bond Prices? Simply Explained

🎥Yield to Maturity & Yield to Call. YTM. Essentials of Investments Course

🎥Bond Prices over Time. Essentials of Investments

🎥Zero-Coupon Bonds and Treasury STRIPS.

🎥Default Risk & Bond Ratings

🎥Yield Curve: The Expectations Theory

🎥Yield Curve. The Liquidity Preference Theory

🎯Inv Chapter 10 Quiz 1

💡Chapter 12: Macroeconomic and Industry Analysis 7 Topics | 1 Quiz

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🎥The Global Economy

🎥The Domestic Macroeconomy.

🎥What is Demand and Supply Shocks?

🎥Monetary Policy and Fiscal Policy

🎥Business Cycles

🎥Introduction to Industry Analysis

🎥Degree of Operating Leverage (DOL) Exercise

🎯Inv Chapter 12 Quiz 1

💡Chapter 13: Equity Valuation 6 Topics | 1 Quiz

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🎥Introduction to Equity Valuation by Comparable

🎥Intrinsic Value of Stocks Vs Market Price of Stocks

🎥Dividend Discount Model DDM Explained with Examples

🎥Present Value of Growth Opportunities Present Value PVGO

🎥Price to Earning Ratio Explained. P/E Ratio Basic for beginners

🎥What is the Free Cash Flow Equity Valuation?

🎯Inv Chapter 13 Quiz 1

💡Chapter 15: Options Market 10 Topics | 1 Quiz

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🎥Basics of Stock Options. Calls and Puts

🎥Calls/Puts Options. Profit and Loss Diagram Simply explained

🎥Protective Put with Example. Simply Explained.

🎥Covered Calls Options Strategies Simply Explained.

🎥Long Straddle Explained with Example

🎥Option Strategy- Bearish Spread.

🎥Options Strategies-Bull Spread

🎥Options Strategies – Collars

🎥Options Strategies-Example

🎥Optionlike Securities: Convertible Securities (bonds and preferred stocks), Stock Warrant etc.

🎯Inv Chapter 15 Quiz 1

About Instructor

Mansour Farhat

45 Courses

+1570 enrolled

Not Enrolled

$29.99

Course Includes

13 Lessons
83 Topics
12 Quizzes