There are no items in your cart
Add More
Add More
Item Details | Price |
---|
Instructor: The WallStreet School
Language: Hindi + English
Validity Period: Lifetime
Validity Period: Lifetime
Validity Period: Lifetime
Validity Period: Lifetime
Validity Period: 365 days
Study Resources | |||
What should be your Prep Plan ? How to revise? What resources to use for L1 ? | |||
Resources | |||
Soft Copy of Resouces | |||
Premium Mocks - L1 | |||
Which calculator is to be used? Answer: TI BA 2plus / TI BA 2plus Professional - Both of these are fine - I have shared a pic of the same for reference. From where to buy? Answer: "Any store --> Amazon / Mahakali " | |||
From where to buy the books / calculator? | |||
NOTE: 2025 & 2026 Syllabus is 100% same --> Hence, same Books / Resources shall suffice ! | |||
Step 0. CFA - CFA STRATEGY --> Must know Pointers (e.g. - Discussion on CFA Exams / Career / Professional Life) | |||
CFA Course Update | |||
How to use this portal to study | |||
APPLE_USERS (Attention): | |||
My Take on ONLINE Classes. | |||
How can I ask queries / discuss about finance / career / life in general with Karan Sir? | |||
Explanation about the contents of this folder | |||
Note | |||
L.Orientation.0001a - CFA - Orientation | |||
L.Orientation.0001a - CFA - More about CFA Exams | |||
L.Orientation.0002 - Are the professional courses worth it - wrt job prospects | |||
L.Orientation.0003 - Q&As | |||
Induction_2_Careers in Finance | |||
Induction_2b_Careers in Finance | |||
Induction_2c_Careers in Finance | |||
Induction_4_Which attempt to apppear for (30062024) | |||
Induction_5_Exam Deferment | |||
Strong Recommendation - Solve Premium Practice Packs and Premium Mocks | |||
Detailed Discussion on Preparation Style (9 subjects) - 1 | |||
Detailed Discussion on Preparation Style (9 subjects) - 2 | |||
Detailed Discussion on Preparation Style (Ethics) - 1 | |||
Detailed Discussion on Preparation Style (Ethics) - 2 | |||
How to plan CFA with Job? | |||
Which course to do with CFA | |||
Discussion with CFA Candidates | |||
Scholarship Application - 2023 | |||
Exam Day Tips | |||
Exam Advice | |||
Note | |||
Exam Advice Videos - 1 | |||
Exam Advice Videos - 2 | |||
Exam Advice - You may avoid CBOK examples but not EOC questions | |||
Prep Monologue | |||
About CFA - Is FYUP good and Do we need Practical Expereince to get Charter | |||
Discussion with Old Students | |||
Discussion with L1 Candidates - Not the ideal preparation but tells you how to manage after starting your preparation late | |||
Discussion with Past Students (70-80% in Class 12th to CFA Top10%ile) | |||
Discussion with Past Students (70-80% in Class 12th to CFA Top10%ile) - Dhananjay | |||
Answer | |||
FONDATION VIDEOS BEGIN ---> THE FOLLOWING FOLDERS ARE REQUIRED TO BE COMPLETED B4 VIEWING ANY SUBJECT FOLDER. | |||
Foundation Series - Step 0.1 : Basics of Compounding and Discounting (TVM) + Use of Calculator | |||
01(a) - Basics (1) - Simple Interest vs Compound Interest | |||
1. Quants - TVM | |||
2. Quants - TVM | |||
01(b) - Basics (2) - TVM - Computing FV from PV (single cashflows) | |||
01(c) - Basics (3) - TVM - Computing FV from PV (single cashflows) - with Periodicity | |||
01(d) - Basics (4) - TVM - Computing EAR | |||
01(e) - Basics (5) - TVM - Practice Questions | |||
01(f) - Basics (6) - TVM - Computing FV from PV (multiple cashflows) | |||
02(a) - Basics (7) - TVM - Computing FV from PV (multiple cashflows)(2) | |||
02(b) - Basics (8) - Calculator Workings | |||
02(c) - Basics (9) - TVM - Multiple Cashflows | |||
02(d) - Basics (10) - TVM - Multiple Cashflows - Questions from CBOK | |||
3(a) - Basics (11) - TVM - Multiple CFs - Using Calculator | |||
3(b) - Basics (12) - TVM - Multiple CFs - Using Calculator (2) | |||
3(c) - Basics (13) - TVM - Multiple CFs - Using Calculator (3) - Q2 mistake corrected | |||
3(d) - Basics (14) - TVM - Multiple CFs - Uneven CFs | |||
3(e) - Basics (15) - TVM - Multiple CFs - Uneven CFs - Practice Questions | |||
3(f) - Basics (16) - TVM - Multiple CFs - Perpetuity | |||
Try Questions from LM2 of Quants, if required. | |||
Foundation Series - Step 0.11: Calculator Functions | |||
0. Calculator - Look and Feel3 | |||
1. Calculator - Basic Functions | |||
2. Calculator - STO & RCL | |||
3. Calculator - 2nd & Format | |||
4. Calculator - Single CFs (Without Periodicity) | |||
5. Calculator - Single CFs (With Periodicity) | |||
6. Calculator - Multiple CFs (Without Periodicity) | |||
7. Calculator - Multiple CFs (With Periodicity) | |||
8. Calculator - UNEVEN Multiple CFs | |||
9. Uneven Multiple CFs - IRR | |||
10. NPV vs IRR and Overall Interpretation | |||
11. Uneven Multiple CFs - Practice Question | |||
Foundation Series - Step 0.2: Other Basics (Statistics) | |||
1. L1 - Basics - Possible Investment Avenues (1) | |||
2. L1 - Basics - Possible Investment Avenues (2) | |||
3. L1 - Basics - IPO vs OFS | |||
4. L1 - Concept of Beta | |||
5. L1 - Syllabus | |||
2024 - L1 - Other Basics (Mean - AM, GM, HM), SD | |||
Quants - Basics | |||
1(a) - AM vs GM vs HM | |||
1(b) - AM Return vs GM Return | |||
1(c) - HM | |||
AM vs GM vs HM - Practice Question | |||
1(d) - Conclusion | |||
2(a) - Weighted Mean | |||
2(b) - Arithmetic Mean is a special case of Weighted Mean | |||
2(c) - Holding Period Return | |||
2(d) - Population vs Sample | |||
2(e) - Population Mean vs Sample Mean | |||
2(f) - Population Mean vs Sample Mean (2) | |||
2(g) - Computation of Standard Deviation | |||
2(h) - Computation of Standard Deviation (Population vs Sample) | |||
2(i) - Computation of Standard Deviation - Practice Problem (No New Learning - Repeat of Old Concept) | |||
2(j) - Standard Deviation - Concept_Degrees of Freedom (n vs n-1) | |||
2(k) - Concept_Valuation is based on Cash and Not profit | |||
Try Questions from LM1 of Quants, if required. | |||
Foundation Series - Step 0.3 : Basics of Business (FSA and Other Business Elements) | |||
L.Basics.FSA.0300 - Intro to FSA Basics | |||
L.Basics.FSA.0301 - Intro to FSA Basics - Case 1 - Impact of Capital, Cash Purchases, Cash Sales on Fin St | |||
L.Basics.FSA.0302 - Intro to FSA Basics - Case 2 - Practice of Case 1 + Impact of Drawings on Fin Stc | |||
1 & 2. Basics of FSA | |||
L.FSA.BASICS 0301 - Intro of BS and IS | |||
L.FSA.BASICS 0302 - Concept of Interest | |||
L.FSA.BASICS 0303 - Concept of Credit Purchase (Accounts Payable) | |||
L.FSA.BASICS 0304 - Concept of Credit Sales (Accounts Receivable) | |||
L.FSA.BASICS 0305 - Practice Question - Accounts Receivable + Accounts Payable | |||
L.FSA.BASICS 0306 - Practice Question - Accounts Receivable + Accounts Payable + Interest | |||
L.FSA.BASICS 0307 - Concept of Cash Flow Statement (CFS) | |||
L.FSA.BASICS 0308 - CFS - Practice Question | |||
L.FSA.BASICS 0309 - Practice Question - Cash Flow | |||
L.FSA.BASICS 0310 - Margin Ratios and Return Ratios | |||
L.FSA.BASICS 0311 - Return on Equity | |||
L.FSA.BASICS 0311b - Return on Equity | |||
L.FSA.BASICS 0312 - Student Query | |||
L.FSA.BASICS 0313 - Solvency Ratios - DtoE, DtoC | |||
L.FSA.BASICS 0314 - Solvency Ratios - Financial Leverage | |||
L.FSA.BASICS 0315 - Solvency vs Liquidity | |||
L.FSA.BASICS 0316 - Segmenting IS into Financial and Operational Parts | |||
L.FSA.BASICS 0317 - Discussion on WC | |||
L.FSA.BASICS 0318 - Coverage Ratios | |||
L.FSA.BASICS 0319 - Long Lived Assets - IFRS vs US GAAP vs IND AS | |||
3(a) - VC vs FC, Operating vs Non-Operating Part of Income Statement, Basics of Leverage | |||
3(b) - Concept of Leverage - DOL, DFL, DTL | |||
4(a) - Concept of Leverage - DOL, DFL, DTL - Formula Derivation (2) | |||
4(b) - Leverage (Applications in Syllabus) , Return Ratios (RoE, ROIC), Margin Ratios (GPM, NPM) | |||
4(c) - Du-Pont Analysis - Break-up of RoE | |||
4(c2) - Du-Pont Analysis - Question | |||
4(d) - Concept of Sustainable Growth Rate (g) | |||
Basics_Concept of Preferred Share Capital | |||
FONDATION VIDEOS ENDS --->DO NOT DO ANY SUBJECT BEFORE COMPLETING FOUNDATION PORTION SHARED ABOVE TO THE FULLEST. | |||
CLASS TEST | |||
QuantsTest_07-07-2025 (6Q LR, 14Q HT, 10Q PNP) - Questions | |||
Quants Test 07-07-2025 (6Q LR, 14Q HT, 10Q PNP) - Answers | |||
Last 1.5 months remaining for CFA Exams STRATEGY ! | |||
Last 1.5 months remaining for CFA Exams - Ideal Prep | |||
Last 1.5 months remaining for CFA Exams - Slow Prep (2-3 subjects remaining) | |||
SUBJECTS ---> ALL 10 SUBJECTS HAVE BEEN PLACED BELOW WITH NOTES IN THE RESPECTIVE FOLDER JUST ABOVE THE VIDEOS. HAPPY VIEWING !!!! | |||
SUBJECT: FSA - 2025 (Final Set) | |||
BASICS | |||
No Notes available for Basics part. Candidates need to prepare this of their own. ( You will get the notes for the chapters but not for the practice part.) | |||
L.FSA.BASICS 0301 - Intro of BS and IS | |||
L.FSA.BASICS 0302 - Concept of Interest | |||
L.FSA.BASICS 0303 - Concept of Credit Purchase (Accounts Payable) | |||
L.FSA.BASICS 0304 - Concept of Credit Sales (Accounts Receivable) | |||
L.FSA.BASICS 0305 - Practice Question - Accounts Receivable + Accounts Payable | |||
L.FSA.BASICS 0306 - Practice Question - Accounts Receivable + Accounts Payable + Interest | |||
L.FSA.BASICS 0307 - Concept of Cash Flow Statement (CFS) | |||
L.FSA.BASICS 0308 - CFS - Practice Question | |||
L.FSA.BASICS 0309 - Practice Question - Cash Flow | |||
L.FSA.BASICS 0310 - Margin Ratios and Return Ratios | |||
L.FSA.BASICS 0311 - Return on Equity | |||
L.FSA.BASICS 0311b - Return on Equity | |||
L.FSA.BASICS 0312 - Student Query | |||
L.FSA.BASICS 0313 - Solvency Ratios - DtoE, DtoC | |||
L.FSA.BASICS 0314 - Solvency Ratios - Financial Leverage | |||
h L.FSA.BASICS 0315 - Solvency vs Liquidity. | |||
L.FSA.BASICS 0316 - Segmenting IS into Financial and Operational Parts | |||
L.FSA.BASICS 0317 - Discussion on WC | |||
L.FSA.BASICS 0318 - Coverage Ratios | |||
L.FSA.BASICS 0319 - Long Lived Assets - IFRS vs US GAAP vs IND AS | |||
NON CURRENT ASSETS | |||
2024 - L1 - Long Lived Asset - FSA | |||
Revisionary Videos - LLA | |||
FSA.0100 - Long Lived Assets - Relation with Other Topics of FSA | |||
FSA.0101 - Long Lived Assets - Basics | |||
FSA.0102 - Long Lived Assets - Depreciation & Amortization Basics | |||
FSA.0103 - Long Lived Assets - Capitalizing vs Expensing | |||
FSA.0104 - Long Lived Assets - Capitalizing vs Expensing - Practical Question | |||
FSA.0105 - Long Lived Assets - Capitalizing vs Expensing - Practical Question - Expensing | |||
FSA.0106 - Long Lived Assets - Capitalizing vs Expensing - Practical Question - Comparison | |||
FSA.0107 - Long Lived Assets - Capitalizing vs Expensing - Practical Question - CFS | |||
FSA.0108 - Career Advice (Ignore for Exam Purpose) | |||
FSA.0109 - Long Lived Assets - Depreciation and Amortization Methods and Impact on FS | |||
FSA.0110 - Long Lived Assets - What to Capitalize | |||
FSA.0110b - Long Lived Assets - What to Capitalize - Candidate Query | |||
FSA.0111 - Long Lived Assets - Capitalized Interest | |||
FSA.0112 - Long Lived Assets - Capitalized Interest - Practical Question | |||
FSA.0113 - Long Lived Assets - What to Capitalize and Capitalized Interest - Practical Question | |||
FSA.0114 - Long Lived Assets - Summary of Depreciation and Amortization | |||
FSA.0115 - Long Lived Assets - Goodwill - Meaning & Concept | |||
FSA.0116 - Long Lived Assets - Intangible Assets - Segregation | |||
FSA.0117 - Long Lived Assets - Intangible Assets - Case Study 1. | |||
FSA.0118 - Long Lived Assets - Intangible Assets - Case Study 2 (ignore after 5min17sec) | |||
FSA.0119 - Long Lived Assets - IFRS vs US GAAP vs IND AS | |||
L.FSA.0120 - Long Lived Assets - Intangible Assets - Impairment - IFRS | |||
L.FSA.0121 - Long Lived Assets - Intangible Assets - Impairment - US GAAP | |||
L.FSA.0122 - Long Lived Assets - Intangible Assets - Impairment - US GAAP - Notes | |||
L.FSA.0123 - Long Lived Assets - Intangible Assets - Impairment - US GAAP - Correction | |||
L.FSA.0124 - Long Lived Assets - Intangible Assets - Impairment - IFRS vs US GAAP - Practical Case Study | |||
L.FSA.0125 - Long Lived Assets - Intangible Assets - Impairment Reversal - IFRS vs US GAAP | |||
L.FSA.0126 - Long Lived Assets - NCA Held for Sale | |||
L.FSA.0127 - Long Lived Assets - NCA Held for Sale - Candidate Query | |||
L.FSA.0128 - Long Lived Assets - Derecognition | |||
L.FSA.0129 - Long Lived Assets - Disclosures (HW) | |||
L.FSA.0130 - Long Lived Assets - Disclosures - Analysis Part | |||
INCOME STATEMENT "IS" | |||
IS - EPS | |||
2024 - L1 - FSA - IS - EPS | |||
L.FSA.0201 - EPS - Basic - Practical Discussion (Can be ignored for Exam) | |||
L.FSA.0202 - EPS - BEPS - Concept & Computation | |||
L.FSA.0203 - EPS - DEPS - Concept | |||
L.FSA.0204 - EPS - DEPS - Formula | |||
L.FSA.0204b - Tracking Schweser | |||
L.FSA.0205 - EPS - DEPS - Detailed Discussion on Concept, Steps and Computation for Convertible Preferred Shares CPS | |||
L.FSA.0206 - EPS - DEPS - Convertible Bond CD | |||
L.FSA.0207 - EPS - DEPS - Exam Commen | |||
L.FSA.0208 - EPS - DEPS - Share Options or Warrants | |||
L.FSA.0209 - EPS - DEPS - Share Options or Warrants - Chocolate Analogy | |||
L.FSA.0209b - EPS - Comprehensive Question | |||
IS - Revenue Recognition | |||
IS - Revenue Recognition | |||
L.FSA.0210 - Income Statement - Revenue Recognition | |||
L.FSA.0211 - Income Statement - Revenue Recognition - Detailed Discussion1 | |||
L.FSA.0212 - Income Statement - Revenue Recognition - Detailed Discussion2 | |||
L.FSA.0213 - Income Statement - Revenue Recognition - Construction Contracts | |||
L.FSA.0214 - Income Statement - Revenue Recognition - Agent Relationships | |||
L.FSA.0215 - Income Statement - Revenue Recognition - Franchising Co | |||
L.FSA.0215b - Income Statement - Revenue Recognition - Franchising Co2 | |||
L.FSA.0216 - Income Statement - Revenue Recognition - Bill and Hold | |||
L.FSA.0217 - Income Statement - Revenue Recognition - Software Services | |||
IS - Non Recurring Items | |||
L.FSA.0217b - Income Statement - Non Recurring Items | |||
L.FSA.0218 - Test Introduction | |||
Check the folder of Tests for the specific Test. | |||
L.FSA.0218b - Test Solutions | |||
L.FSA.0219 - Income Statement - Common Sizing | |||
CASHFLOW STATEMENT "CFS" | |||
L.FSA.0219 - Income Statement - Expense Recognition & Ratio/Common Sizing | |||
CFS | |||
L.FSA.0301 - CFS - Treatment of Interest and Dividend in IFRS | |||
L1 - CFS - Excel FIle | |||
L.FSA.0302 - CFS - Treatment of Interest and Dividend in US GAAP | |||
L.FSA.0303 - CFS - Interest and Dividend - Practice Question | |||
L.FSA.0304 - CFS - Basic Framework Re-discussed | |||
L.FSA.0305 - CFS 1 - Basic Framework Re-discussed | |||
L.FSA.0306 - CFS 1 - CFO - Adjustment 1_Account Receivables | |||
L.FSA.0307 - CFS 1 - CFO - Adjustment 1_Account Receivables_T Shape Solution | |||
L.FSA.0308 - CFS 1 - CFO - Adjustment 2_Account Payables_Foundation | |||
L.FSA.0309 - CFS 1 - CFO - Adjustment 2_Account Payables_Foundation2 | |||
L.FSA.0310 - CFS 1 - CFO - Adjustment 2_Account Payables | |||
L.FSA.0311 - CFS 1 - CFO - Adjustment 3_Expenses | |||
L.FSA.0311b - CFS 1 - CFO - Adjustment 3_Expenses2 | |||
L.FSA.0312 - CFS 1 - CFO - Practice Questions. | |||
L.FSA.0313 - CFS 1 - CFO - Summary of the points above | |||
L.FSA.0314 - CFS 1 - CFO - Comprehensive Question - Direct Method - US GAAP | |||
L.FSA.0314b - CFS 1 - CFO - Comprehensive Question - Direct Method - US GAAP | |||
L.FSA.0315 - CFS 1 - CFO - Comprehensive Question - IFRS | |||
L.FSA.0315b - CFS 1 - CFO - Comprehensive Question - InDirect Method - US GAAP | |||
L.FSA.0316 - CFS 1 - CFF (1) | |||
L.FSA.0317 - CFS 1 - CFF (2) - Adjustment of Retained Earnings and Dividend Declared | |||
L.FSA.0318 - CFS 1 - CFI (1) - Basics | |||
L.FSA.0319 - CFS 1 - CFI (2) - Comprehensive Question. | |||
L.FSA.0319b - CFS 1 - CFI (2) - Comprehensive Question | |||
L.FSA.0320 - CFS 1 - IFRS vs US GAAP | |||
L.FSA.0320b - CFS 1 - IFRS vs US GAAP - Bank OD | |||
L.FSA.0321 - CFS 1 - Quality of Financial Earnings | |||
L.FSA.0322 - CFS 1 - Analytical Views on CFS | |||
L.FSA.0323 - CFS 1 - Analytical Views on CFS - Ignore for Exam | |||
L.FSA.0323b - CFS 1 - Analytical Views on CFS - Ignore for Exam | |||
L.FSA.0324 - CFS 2 | |||
L.FSA.0325 - CFS 2 - FCFF and FCFE | |||
L.FSA.0325b - CFS 2 - FCFF and FCFE - Optional for Exam | |||
L.FSA.0326 - CFS 1 - Practice Questions | |||
L.FSA.0327 - CFS 1 - Practice Questions | |||
L.FSA.0328 - CFS 2 - Practice Questions | |||
View the next 2 videos after watching the topic of Income Tax. | |||
L.FSA.0329 - CFS - CFS Combined with Income Taxes - 1 | |||
L.FSA.0330 - CFS - CFS Combined with Income Taxes - 2 | |||
NCL | |||
Leases - Summary | |||
Revisionary Videos | |||
L.FSA.0401 - Leases - Basics | |||
L.FSA.0402 - Leases - Lessee Books - Finance Lease | |||
L.FSA.0403 - Leases - Lessee Books - Finance Lease & Op Lease IFRS and Operating Lease US GAAP | |||
L.FSA.0404 - Leases - Lessee Books - Finance Lease & Op Lease IFRS VS Operating Lease US GAAP - Comparison | |||
L.FSA.0405 - Leases - Lessee Books - Finance Lease & Op Lease IFRS VS Operating Lease US GAAP - Comparison - Summary | |||
L.FSA.0406 - Leases - Lessee Books - Lease Exemption | |||
L.FSA.0407 - Leases - Lessor Books - Finance Lease Basics | |||
L.FSA.0408 - Leases - Lessor Books - Finance Lease (with numbers) | |||
L.FSA.0409 - Leases - Lessor Books - Operating Lease | |||
L.FSA.0410 - Leases - Lessor Books - Finance Lease vs Op Lease - Comparison | |||
L.FSA.0411 - Leases - Lessor Books - Student Query | |||
L.FSA.0412 - Leases - Lessor Books - Consider Lease Payable as Loans Payable in Ratios | |||
L.FSA.0413 - FSA Test - CFS & Leases - Answers Discussed in this video | |||
NCL - Post Employment Benefits | |||
L.FSA.0414(a) - FSA - 2024 - Employee Compensation - Basics (1) - Including discussion on DC Plan | |||
L.FSA.0414(b) - FSA - 2024 - Employee Compensation - Basics (2) - Defined Benefit Plan | |||
L.FSA.0414(c) - FSA - 2024 - FSA - Employee Compensation - Basics (3) - Defined Benefit Plan - Notes | |||
L.FSA.0414(d) - FSA - 2024 - FSA - Employee Compensation - (4) - Defined Benefit Plan - Framework | |||
L.FSA.0414(e) - FSA - 2024 - FSA - Employee Compensation - (5) - Defined Benefit Plan - Pension Cost Components - IFRS | |||
L.FSA.0414(f) - FSA - 2024 - FSA - Employee Compensation - (6) - Defined Benefit Plan - Pension Cost Components - US GAAP | |||
L.FSA.0414(g) - FSA - 2024 - FSA - Employee Compensation - (7) - Defined Benefit Plan - Pension Cost Components - Comparison between IFRS and US GAAP | |||
NCL - SBC | |||
FSA - 2024 - Employee Compensation - SBC - 1 - Introduction | |||
FSA - 2024 - Employee Compensation - SBC - 2 - Accounting Treatment of Short Term Bonus | |||
FSA - 2024 - Employee Compensation - SBC - 3.1 - Detailed Conceptual Discussion on Restricted Stocks, Restricted Stock Units, and Stock Grants | |||
FSA - 2024 - Employee Compensation - SBC - 3.2 - Tracking the Schweser - VERY IMPORTANT | |||
Financial Analysis Technique "FAT" | |||
Activity Ratios (1) | |||
Activity Ratios (2) | |||
FSA Test - Announcement - CFS & Leases - 1 - Questions | |||
FSA Test - Announcement - CFS & Leases - 2 - Answers | |||
Financial Reporting Quality - "FRQ" | |||
L.FSA.1001 - FRQ - Schweser Tracking - Introduction | |||
L.FSA.1002 - FRQ - FRQ and Quality of Earnings - LOS 1 & 2 | |||
L.FSA.1003 - FRQ - Conservative and Aggresive Accounting - LOS 3 | |||
L.FSA.1004 - FRQ - LOS 4, 5, 6 | |||
L.FSA.1005 - Accounting Choices and Estimates - 1 | |||
L.FSA.1006 - Accounting Choices and Estimates - 2 | |||
L.FSA.1007 - Accounting Choices and Estimates - 3 | |||
INTRO to FSA | |||
INTRO to FSA | |||
FSA.0701 - Intro to FSA - Introduction | |||
FSA.0702 - Intro to FSA - Standard Setting vs Regulatory Bodies | |||
FSA.0703 - Intro to FSA - Reports to be studied by the analyst | |||
FSA.0704 - Intro to FSA - Reports to be studied by the analyst - Audit Report | |||
FSA.0705 - Intro to FSA - Reports to be studied by the analyst - Audit Report - Internal Controls | |||
FSA.0706 - Intro to FSA - Reports to be studied by the analyst - Other Reports | |||
FSA.0707 - Intro to FSA - Reports to be studied by the analyst - SEC Required Filings | |||
FSA.0708 - Intro to FSA - Reports to be studied by the analyst - Business Segments | |||
FSA.0709 - Intro to FSA - Reports to be studied by the analyst - Additional Reports | |||
FSA.0100 - Long Lived Assets - Relation with Other Topics of FSA | |||
Income Tax | |||
2024 - L1 - Income Taxes | |||
FSA.0201 - FSA - Income Tax - Problem | |||
FSA.0202 - FSA - Income Tax - Solution | |||
FSA.0203 - FSA - Income Tax - Candidate Query | |||
FSA.0204 - FSA - Income Tax - Terminologies | |||
FSA.0205 - FSA - Income Tax - Timing Difference and Concept of DTA_DTL R_C | |||
FSA.0206 - FSA - Income Tax -Permanent Difference | |||
FSA.0207 - FSA - Income Tax -Tracking the Notes | |||
FSA.0208 - FSA - Income Tax - CA vs TB (1) | |||
FSA.0209 - FSA - Income Tax - CA vs TB (2) | |||
FSA.0210 - Income Tax - Pending Topics | |||
FSA.0211 - Income Tax - Tax Rate Changes | |||
FSA.0212 - Income Tax - Unused Tax Losses | |||
FSA.0213 - Income Tax - Different Types of Tax Rates | |||
FSA.0214 - Income Tax - Disclosures (HW) | |||
INVENTORY | |||
Notes - Inventory | |||
FSA.0800 - Inventory - Basics & Impact on Ratios | |||
FSA.0801 - Inventory - Prerequisite Video - Ignore for Exam | |||
FSA.0802 - Inventory - Inventory Measurement - IFRS | |||
FSA.0803 - Inventory - Inventory Measurement - IFRS (2) | |||
FSA.0804 - Inventory - Inventory Measurement - US GAAP | |||
FSA.0805 - Inventory - Inventory Measurement - LIFO Liquidation (1) | |||
FSA.0806 - Inventory - Inventory Measurement - LIFO Liquidation (2) | |||
FINANCIAL STATEMENT MODELLING (FSM) | |||
L1 - FSA - FSM | |||
Financial Modelling - 1 - Tracking from Schweser | |||
Financial Modelling - 2 - About the Topic | |||
Financial Modelling - 3 - Brief Intro | |||
Financial Modelling - 4 - Detailed Discussion | |||
Financial Modelling - 5 - Detailed Discussion | |||
Financial Modelling - 6 - Impact of Inflation on FSM | |||
BALANCE SHEET | |||
1. Financial Instruments - Marketable Securities - HTM vs FVOCI vs FVPL | |||
2. Financial Instruments - Tracking CBOK | |||
3. Financial Instruments - Summary | |||
SUBJECT : FSA - 2025 (Old Batch Video - But, 100% relevant even now.) | |||
1. L1 - FSA - Basics | |||
2(a) - L1 - FSA - Basics (2) | |||
2(b) - L1 - FSA - Revenue Recognition (1) | |||
Advice for those whose exams are 7-8 motnhs away! | |||
2(c) - L1 - FSA - Revenue Recognition (2) - Construction contracts | |||
3(a) - L1 - FSA - Revenue Recognition (3) - Construction contracts | |||
3(b) - L1 - FSA - Revenue Recognition (4) - Construction contracts - Not For Exam | |||
3(c) - L1 - FSA - Revenue Recognition (5) - Balance 4 Cases - Agent, Franchisee, Service Provider, Bill and Hold | |||
3(d) - L1 - FSA - EPS (1) - Conceptual Discussion - Probably, can be avoided for exam | |||
3(e) - L1 - FSA - EPS (2) - BEPS - Computation - Relevant for Exam | |||
4(a) - L1 - FSA - EPS (3) - DEPS - Convertible Securities | |||
4(b) - L1 - FSA - EPS (4) - DEPS - Options | |||
4(c) - L1 - FSA - Long Lived Assets (1) - Basics | |||
4(d) - L1 - FSA - Long Lived Assets (2) and Discussion on Ratios - Margin, Return, Coverage | |||
5(a) - L1 - FSA - Long Lived Assets (3) | |||
6(a) - L1 - FSA - Long Lived Assets (4) - Computation of GW | |||
6(b) - L1 - FSA - Long Lived Assets (4) - Disclosures | |||
6(c) - L1 - FSA - Income Statement - Ratios - Activity Ratios (1) | |||
6(d) - L1 - FSA - Income Statement - Ratios - Activity Ratios (2) | |||
7(a) - L1 - FSA - Financial Analysis Techniques - Du-Pont (39.4) - Understanding | |||
7(b) - L1 - FSA - Financial Analysis Techniques - Du-Pont (39.4) - Notes, Questions | |||
7(c) - L1 - FSA - Financial Analysis Techniques - Industry-Specific Financial Ratios (39.5) | |||
7(d) - L1 - FSA - Financial Analysis Techniques - Ratio Analysis and Other Techniques (39.6) | |||
8(a) - L1 - FSA - Cash Flow Statement - Basics | |||
View the Complete topic of CASH FLOW STATEMENT from old videos. | |||
HTM vs FVOCI vs FVPL | |||
8(b) - L1 - FSA - Balance Sheet - Marketable Securities - Basics | |||
8(c) - L1 - FSA - Balance Sheet - Marketable Securities - Question | |||
9(a) - L1 - FSA - Inventory - Basics + PreRequisite Topic of Conversion of LIFO to FIFO | |||
9(b) - L1 - FSA - Inventory - Inventory Management | |||
10(d) - L1 - FSA - Inventory - Case Study from Book - Important | |||
10(c) - L1 - FSA - Inventory - LIFO Liquidation - Schweser Question | |||
10(b) - L1 - FSA - Inventory - LIFO Liquidation | |||
Advice to candidates who have recently started their preparation | |||
10(a) - L1 - FSA - Inventory - Revision | |||
10(b) - L1 - FSA - Inventory - LIFO Liquidation | |||
10(c) - L1 - FSA - Inventory - LIFO Liquidation - Schweser Question | |||
10(d) - L1 - FSA - Inventory - Case Study from Book - Important | |||
10(e) - L1 - FSA - Inventory - HW | |||
10(f) - L1 - FSA - Cash Flow Analysis II | |||
Course Tracking - 1 | |||
Course Tracking - 2 | |||
NCL | |||
Leases | |||
2024 - L1 - FSA - NCL - Leases | |||
L1 - FSA - Non Current Liability | |||
11(a) - L1 - FSA - NCL - Leases - Basics | |||
11(b) - L1 - FSA - NCL - Leases - Accounting Treatment | |||
11(c) - L1 - FSA - NCL - Leases - Accounting Treatment - Lessee Books - IFRS(both) & US GAAP (Fin) - Practical Question | |||
11(d) - L1 - FSA - NCL - Leases - Accounting Treatment - Lessee Books - US GAAP (Op) - Practical Question | |||
11(e) - L1 - FSA - NCL - Leases - Accounting Treatment - Lessee Books - Summary Video | |||
11(f) - L1 - FSA - NCL - Leases - Accounting Treatment - Lessee Books - Exemption | |||
L1 Test - Non Current Liability & Equity - Test 2 - Leases - 25012024 | |||
Test - Leases | |||
Post Employemnt Benefits | |||
FSA - 2024 - Employee Benefits_POST-EMPLOYMENT | |||
1(a) - FSA - 2024 - Employee Compensation - Basics (1) - Including discussion on Defined Contribution Plan | |||
1(b) - FSA - 2024 - Employee Compensation - Basics (2) - Defined Benefit Plan | |||
1(c) - FSA - 2024 - FSA - Employee Compensation - Basics (3) - Defined Benefit Plan - Notes | |||
1(d) - FSA - 2024 - FSA - Employee Compensation - (4) - Defined Benefit Plan - Framework | |||
1(e) - FSA - 2024 - FSA - Employee Compensation - (5) - Defined Benefit Plan - Pension Cost Components - IFRS | |||
1(f) - FSA - 2024 - FSA - Employee Compensation - (6) - Defined Benefit Plan - Pension Cost Components - US GAAP | |||
1(g) - FSA - 2024 - FSA - Employee Compensation - (7) - Defined Benefit Plan - Pension Cost Components - Comparison between IFRS and US GAAP | |||
Stock Based Compensation | |||
Share Based Compensation | |||
FSA - 2024 - Employee Compensation - SBC - 1 - Introduction | |||
FSA - 2024 - Employee Compensation - SBC - 2 - Accounting Treatment of Short Term Bonus | |||
FSA - 2024 - Employee Compensation - SBC - 3.1 - Detailed Conceptual Discussion on Restricted Stocks, Restricted Stock Units, and Stock Grants | |||
FSA - 2024 - Employee Compensation - SBC - 3.2 - Tracking the Schweser - VERY IMPORTANT | |||
OPTIONAL - FSA - 2024 - Employee Compensation - SBC - 4 - Restricted Stocks (with notes) | |||
OPTIONAL - FSA - 2024 - Employee Compensation - SBC - 5 - Stock Options (ESOP) | |||
L1 Test - Non Current Liability & Equity - Test 1 - SBC - 25012024 | |||
Test Solution - SBC | |||
Income Taxes | |||
L1 - FSA - Income Tax | |||
Revisionary Videos | |||
2024 - L1 - Income Taxes | |||
12(a) - FSA - Income Taxes - 1 | |||
12(b) - FSA - Income Taxes - 2 - Timing vs Permanent Difference | |||
13(a) - FSA - Income Taxes - 3 - DTL | |||
13(b) - FSA - Income Taxes - 4 - Tax Base vs Carrying Value | |||
13(c) - FSA - Income Taxes - 5 - Taxable vs Deductible Timing Differences | |||
13(d) - FSA - Income Taxes - 6 - Summary | |||
13(e) - FSA - Income Taxes - 7 - Tracking the Schweser | |||
13(f) - FSA - Income Taxes - 8 - VERY IMPORTANT - Computation of Tax Expense | |||
13(f2) - FSA - Income Taxes - 8b - Valuation Allowance | |||
13(f3) - FSA - Income Taxes - 8c - Tax Rate Changes | |||
13(g) - FSA - Income Taxes - 9 - Tracking the Schweser (2) | |||
13(h) - FSA - Income Taxes - 10 - Tracking the Schweser (3) - Including Cash Rate, Effective Rate etc. | |||
SUBJECT : QUANTS - 2025 & 2026 (Final Set) | |||
TOPIC 01: RATES AND RETURN | |||
QUANTS 1 begins | |||
1. Topic 01: Rates and Return (OneNote File) _ Handwritten notes by KS | |||
L.Qu.0100 - AM vs GM vs HM, HPR --> Discussed in Foundation Videos | |||
L.Qu.0101 - MWR vs TWR | |||
L.Qu.0102 - Interpretation | |||
L.Qu.0103 - MWR vs TWR - Practice Question | |||
L.Qu.0103b - MWR vs TWR - Practice Question (Alternate Version) - Less than 1 year scenario - Solution | |||
L.Qu.0103a - MWR vs TWR - Practice Question (Alternate Version) - Less than 1 year scenario | |||
L.Qu.0104 - Practice Question (Optional) | |||
L.Qu.0105 - MWR vs TWR - Practice Question - Analysis (Optional) | |||
L.Qu.0106 - Effective Return or Effective Annual Return (EAR) | |||
L.Qu.0107 - Effective Annual Return(1) | |||
L.Qu.0108 - Effective Annual Return(2) | |||
L.Qu.0109 - Continuous Compounding | |||
L.Qu.0110 - Continuous Compounding | |||
L.Qu.0111 - Concept of Interest Rates | |||
L.Qu.0112 - Real vs Nominal Return - Practice Questions | |||
L.Qu.0113 - Real vs Nominal Return - Concpet of Real Return (with Taxes) | |||
L.Qu.0114 - Leveraged Return | |||
TOPIC 2 --> This is a combination of topics from Equity / FI / Derivatives. Nothing to be discussed in Quants. | |||
READING 3: STATISTICAL MEASURES OF ASSET RETURNS | |||
3. | |||
L.Qu.0301 - Practice Question - Average, SD, MAD | |||
L.Qu.0301a - Median + Percentile_Decile_Quartile_Quintile | |||
L.Qu.0302 - Range, TDD | |||
L.Qu.0303 - Concept of TDD | |||
L.Qu.0304 - Concept of Trimmed Mean, Winsorized Mean | |||
L.Qu.0305 - CV | |||
L.Qu.0306 - Skewness | |||
L.Qu.0307 - Kurtosis | |||
L.Qu.0308 - Covariance | |||
L.Qu.0309 - Covariance (with Probability) | |||
L.Qu.0310 - Correlation | |||
READING 04: PROBABILITY | |||
4. Probability | |||
L.Qu.0401a. Probability - Computation of Average and St.Dev in the scenario of Probability Weights | |||
L.Qu.0401b - Probability - Basic Concept | |||
L.Qu.0402 -Probability - Joint Prob, Conditional Prob, Posterior Prob, Conditional and UnConditional Probability | |||
L.Qu.0403. Probability - Joint Prob, Conditional Prob, Posterior Prob, Conditional and UnConditional Probability - Contd. | |||
L.Qu.0404. Probability - Practice Question | |||
L.Qu.0405. Probability - Practice Question | |||
L.Qu.0406. Probability - Practice Question - Error on Clarification | |||
Probability Trees and Conditional Expectations - Question Bank - Video1.1 | |||
READING 05: PORTOFLIO MATHEMATICS | |||
5. PORTFOLIO MATHEMATICS | |||
L.Qu.0501. Portfolio Mathematics - Computation of Portfolio Average and St.Dev. | |||
L.Qu.0502. Portfolio Mathematics - Joint Probability Table | |||
L.Qu.0503. Portfolio Mathematics - Covariance Matrix | |||
L.Qu.0504. Portfolio Mathematics - Correlation Matrix | |||
L.Qu.0505. Portfolio Mathematics - Practice Questions | |||
Schweser Question Bank | |||
Portfolio Mathematics - Question Bank - Video1.1 | |||
Portfolio Mathematics - Question Bank - Video1.2 | |||
Portfolio Mathematics - Question Bank - Video1.3 | |||
PREMIUM PACK QUESTIONS FROM TOPIC 1-5 OF QUANTS | |||
L.Qu.Test.0101 - Premium Practice Pack - Quants - 2025 | |||
L.Qu.Test.0102 - Premium Practice Pack - Quants - 2025 HW | |||
QUANTS 1 Ends | |||
READING 6: Lognormal Distribution & Monte Carlo Simulation | |||
Lognormal Distribution & MCS | |||
L.Qu.0600. - Basic Concept of Continuous Compounding and Lognormal Distribution | |||
L.Qu.0601. Lognormal Distribution | |||
L.Qu.0602. MCS | |||
READING 7: ESTIMATION AND INFERENCE | |||
NOTES - Distributions, Hypothesis Testing | |||
L1 - Quants 2 - Goodnotes PDF | |||
Distributions, Hypothesis Testing, Parametric/Non-Parametric | |||
L.Qu.0700. Quants 2 is difficult. Should you even do it or just leave for exams | |||
L.Qu.0701a - Estimation and Inference - Types of Sampling - 1 - Detailed Discussion | |||
L.Qu.0701b - Estimation and Inference - Types of Sampling - 2 - Summary | |||
L.Qu.0701. ND (OLD SET !) | |||
L.Qu.0702. ND - Practice Question 1 (OLD SET !) | |||
L.Qu.0703. ND - Case Study 1 (OLD SET !) | |||
L.Qu.0702 - Estimation and Inference - CLT - 1 | |||
L.Qu.0703 - Estimation and Inference - CLT - 2 - Tracking Schweser | |||
L.Qu.0704 - Estimation and Inference - CLT - 3 - Summary | |||
L.Qu.0705 - Estimation and Inference - CLT - 4 - ND | |||
L.Qu.0706a - Estimation and Inference - CLT - 5 - Practice Problems | |||
L.Qu.0706b - Estimation and Inference - CLT - 5 - Practice Problems | |||
L.Qu.0707 - Estimation and Inference - CLT - 6 - Tracking Schweser | |||
L.Qu.0705. CLT (ONE SHOT) - OLD SET! | |||
L.Qu.0706. Building the Confidence Interval | |||
L.Qu.0707. Revision - ND + CLT | |||
L.Qu.0708. Concept of t-distribution and Reading the T-Table | |||
L.Qu.0709 - Estimation and Inference - ND vs Std. ND | |||
L.Qu.0710 - Estimation and Inference - ND vs Std. ND - Example | |||
L.Qu.0711 - Estimation and Inference - Std. ND - Clarification! | |||
L.Qu.0712 - Estimation and Inference - Example_Area under Normal Distribution Curve | |||
L.Qu.0713 - Estimation and Inference - z Table - basics | |||
L.Qu.0714 - Estimation and Inference - z Table - notes | |||
L.Qu.0715 - Estimation and Inference - ND - Practice Questions_Case Study 1 | |||
L.Qu.0716 - Estimation and Inference - Z-Table_Clarifications | |||
L.Qu.0717 - Estimation and Inference - ND - Practice Questions_Case Study 1_Additional Questions 1 | |||
L.Qu.0718 - Estimation and Inference - ND - Practice Questions_Case Study 1_Additional Questions 2 | |||
L.Qu.0719 - Estimation and Inference - CLT + ND | |||
L.Qu.0720 - Estimation and Inference - Complete Revision till what we have studied | |||
L.Qu.0721 - Estimation and Inference - z vs t _ 1 | |||
L.Qu.0722 - Estimation and Inference - z vs t _ 2 | |||
L.Qu.0723 - Estimation and Inference - How to read the T-Table | |||
L.Qu.0724 - Estimation and Inference - CLT+ND_Practice Question_1 | |||
L.Qu.0725 - Estimation and Inference - CLT+ND_Practice Question_1 - Clarification | |||
L.Qu.0726 - Estimation and Inference - CLT+ND_Practice Question_2 | |||
READING 8: Hypothesis Testing | |||
L1 - Hypothesis | |||
RISHABH _ HYPOTHESIS TESTING _LINK | |||
L.Qu.0801 - Hypothesis Testing - What is Hypothesis Testing - Record Again! - Some mistake in this video inadvertently | |||
L.Qu.0802 - Hypothesis Testing - Null vs Alternate | |||
L.Qu.0803 - Hypothesis Testing - Basics - Tracking CBOK | |||
L.Qu.0804 - Hypothesis Testing - Basics - Comprehensive Case Study (to explain the need of hypothesis testing) | |||
L.Qu.0806 - Hypothesis Testing - Case Study 2 - for practice | |||
L.Qu.0806b - Hypothesis Testing - Case Study 3 - for practice | |||
L.Qu.0807 - Hypothesis Testing - Basics - Pooled Variance Test vs Paired Comparison Test | |||
L.Qu.0808 - Hypothesis Testing - Basics - Comprehesive Case Study (to explain the need of hypothesis testing) | |||
L.Qu.0808b - Hypothesis Testing - Tracking | |||
L.Qu.0809 - Hypothesis Testing - Test of Independence (Correlation) - 1. | |||
L.Qu.0810 - Hypothesis Testing - Practice Question - CBOK - Paired Comparison Test | |||
L.Qu.0811 - Hypothesis Testing - Practice Question - CBOK - Pooled Variance Test | |||
L.Qu.0812 - Hypothesis Testing - Practice Question - Schweser - Pooled Variance Test | |||
L.Qu.0813 - Hypothesis Testing - Practice Question - Schweser - Paired Comparison Test | |||
L.Qu.0813b - Hypothesis Testing - Pooled Variance vs Paired Comparison Test | |||
L.Qu.0814 - Hypothesis Testing - Test of Independence (Correlation) - 2 | |||
L.Qu.0815 - Hypothesis Testing - Test of Variances (Chi Square) | |||
L.Qu.0816 - Hypothesis Testing - 1 tailed Test | |||
L.Qu.0817 - Hypothesis Testing - 1 tailed Test - Example in all the tests | |||
L.Qu.0818 - Hypothesis Testing - Test of Comparison of variances - F-Test - Basics | |||
L.Qu.0819 - Hypothesis Testing - Test of Comparison of variances - F-Test - Example | |||
L.Qu.0820 - Hypothesis Testing - F-Table | |||
L.Qu.0821 - Hypothesis Testing - Test of Independence - Contingency Table | |||
L.Qu.0822 - Hypothesis Testing - Test of Independence - Contingency Table - Schweser Tracking! | |||
L.Qu.0823 - Hypothesis Testing - Test of Independence - Contingency Table - CBOK Tracking! | |||
L.Qu.0824 - Hypothesis Testing - Type1 vs Type2 Error | |||
Some Old Videos Which may be good for extra clarity (OPTIONAL) | |||
Live.Quants.0808 - Hypothesis - 8 - One Tailed Test - Detailed Discussion (OLD SET) | |||
Live.Quants.0809 - Hypothesis - 9 - One Tailed Test - Left vs Right (OLD SET) | |||
Live.Quants.0810 - Hypothesis - 10 - Practice Questions (OLD SET) | |||
Live.Quants.0810b - Hypothesis - 10b - Practice Questions (OLD SET) | |||
Live.Quants.0811 - Hypothesis - 11 - Clarification (OLD SET) | |||
Live.Quants.0811c - Hypothesis - 11c - How to frame Null and Alt Hypothesis - Questions (OLD SET) | |||
Live.Quants.0811d - Hypothesis - 11d - How to frame Null and Alt Hypothesis (OLD SET) | |||
Live.Quants.0815 - Hypothesis - 15 - Paired Comparison Test (OLD SET) | |||
Reading 9: | |||
L.Qu.0902. Parametric and Non-Parametric Test | |||
L.Qu.0904. Test of Independence - Why is it single tailed | |||
Balance topics - already covered in previous topics. | |||
Reading 10: Regression | |||
L1 - Regression SLR | |||
Regression Results - v2 | |||
L.Qu.1000 - SLR - Gyan (Prior to Intro) (Not for Exam). | |||
L.Qu.1001 - SLR - Basics - Independent vs Dependent - OL | |||
L.Qu.1002 - SLR - Need | |||
L.Qu.1003 - SLR - Types of Y (Y vs y hat vs y bar) | |||
L.Qu.1004 - SLR - Computation of b0, b1 | |||
L.Qu.1005 - SLR - Computation of y | |||
L.Qu.1006 - SLR - Concept of SEE | |||
L.Qu.1007a - SLR - Working on the Excel files | |||
L.Qu.1007b - SLR - Assumptions of SLR | |||
L.Qu.1008 - SLR - QBank - Schweser - Practice Pack | |||
L.Qu.1009 - Blue Box - CBOK (1) | |||
L.Qu.1010 - Blue Box - CBOK (2) | |||
L.Qu.1011 - SLR - Confidence Interval for Independent Variable (x) | |||
L.Qu.1012 - SLR - Hypothesis Testing for Independent Variable (x) | |||
L.Qu.1013 - SLR - Hypothesis Testing - Example for Practice | |||
L.Qu.1014 - SLR - Hypothesis Testing - tstat & F from SLR perspective | |||
L.Qu.1015 - SLR - Hypothesis Testing - tstat & F from SLR perspective - Schweser Tracking | |||
L.Qu.1016 - SLR - Hypothesis Testing - SEE vs Standard Error of Slope_Intercept vs SEF and Building Confidence Interval for y | |||
L.Qu.1017 - SLR - Hypothesis Testing - Building Confidence Interval for y - Practical Exampl | |||
L.Qu.1018 - SLR - Hypothesis Testing - Different Functional Forms of SLR | |||
Big Data | |||
Digital Assets - Alt & Big Data - Quants | |||
L.Qu.0705 - Estimation and Inference - CLT - 4 - ND | |||
L.Qu.0706a - Estimation and Inference - CLT - 5 - Practice Problems | |||
L.Qu.0706b - Estimation and Inference - CLT - 5 - Practice Problems | |||
SUBJECT: Quants - PRIOR BATCH VIDEOS BUT APPLICABLE FOR THIS BATCH AS WELL.) - Only kept for records - Sometimes, students may seek help by seeing some additional video from this folder if the concept is not 100% clear from the current live videos.) | |||
L1 Induction | |||
1. Quants - TVM | |||
2. Quants - TVM | |||
1(a) - Basics (1) - Simple Interest vs Compound Interest | |||
1(b) - Basics (2) - TVM - Computing FV from PV (single cashflows) | |||
1(c) - Basics (3) - TVM - Computing FV from PV (single cashflows) - with Periodicity | |||
1(d) - Basics (4) - TVM - Computing EAR | |||
1(e) - Basics (5) - TVM - Practice Questions | |||
1(f) - Basics (6) - TVM - Computing FV from PV (multiple cashflows) | |||
2(a) - Basics (7) - TVM - Computing FV from PV (multiple cashflows)(2) | |||
2(b) - Basics (8) - Calculator Workings | |||
2(c) - Basics (9) - TVM - Multiple Cashflows | |||
2(d) - Basics (10) - TVM - Multiple Cashflows - Questions from CBOK | |||
Advice on whether do pursue job with CFA L1 or not | |||
3(a) - Basics (11) - TVM - Multiple CFs - Using Calculator | |||
3(b) - Basics (12) - TVM - Multiple CFs - Using Calculator (2) | |||
3(c) - Basics (13) - TVM - Multiple CFs - Using Calculator (3) - Q2 mistake corrected | |||
3(d) - Basics (14) - TVM - Multiple CFs - Uneven CFs | |||
3(e) - Basics (15) - TVM - Multiple CFs - Uneven CFs - Practice Questions | |||
3(f) - Basics (16) - TVM - Multiple CFs - Perpetuity | |||
Note | |||
Notes - 3(b) - Quants - TVM (GGM - Easy Explaination) | |||
Notes - 3(a) - Quants - TVM (GGM - Correct Explaination) | |||
Notes - 4. Quants - TVM - Valuation of Equity | |||
4(a) - TVM - Valuation of Equity (1) | |||
4(b) - TVM - Valuation of Equity (2) | |||
4(c) - TVM - Valuation of Equity (3) - Correction in a solution | |||
4(d) - TVM - Valuation of Equity (4) - Practice Questions | |||
4(e) - TVM - Valuation of Equity (e) - Queries from Students | |||
4(f) - TVM - Valuation of Bonds (Fixed Income Securities) | |||
5(a) - TVM - Valuation of Bonds (2) | |||
5(b) - TVM - Valuation of Bonds (3) | |||
L1 - Quant - Data | |||
5(c) - Data - Basics (1) | |||
L1 - Quants - Data | |||
6(a) - Quants - Data (2) - Central Tendency | |||
6(b) - Quants - Data (3) - Dispersion | |||
7(a) - Quants - Data - Practice Question (1) | |||
7(b) - Quants - Data - Dispersion - Sample StDev, Sample Var - Logic of (n-1) | |||
7(c) - Quants - Data - Dispersion - Target Downside Deviation | |||
7(d) - Quants - Data - Dispersion - C.V. and Sharpe Ratio | |||
7(e) - Quants - Data - Skewness | |||
7(f) - Quants - Data - Kurtosis | |||
7(g) - Basics of Risk Premium | |||
8(a) - Basics of Risk Premium, FSA, Equity (1) | |||
8(b) - Basics of Risk Premium, FSA, Equity (2) | |||
8(c) - Basics of Risk Premium, FSA, Equity (3) | |||
8(d) - Estimation (1) | |||
HW for Class 8 | |||
9(a) - Quants - CLT (1) | |||
9(b) - Quants - CLT (2) - How to view the Normal Distribution Table | |||
9(c) - Quants - CLT (3) | |||
9(d) - Quants - CLT (4) | |||
9(e) - Quants - CLT (5) | |||
9(f) - Quants - CLT (5) - CLT Notes | |||
9(g) - Quants - CLT (6) - Practice Questions | |||
10(a) - CLT (7) - T-Table | |||
10(b) - Quants - CLT - Z vs T - Interpretation | |||
10(c) - Quants - CLT - Class Query | |||
10(d) - Quants - Hypothesis Testing - 1 - Basics | |||
10(e) - Quants - Hypothesis Testing - 2 - Question for Exam Practice | |||
10(e2) - Quants - Hypothesis Testing - 3 - Question for Exam Practice(2) | |||
10(f) - Quants - Hypothesis Testing - 4 - Question 2 for Exam Practice | |||
10(g) - Quants - Hypothesis Testing - 5 - Real Life Interpretation - Ignore this video for exam | |||
10(h) - Quants - Hypothesis Testing - 6 - Real Life Interpretation - Candidiate Query | |||
11(a) - Eye-Opener for L1 students | |||
11(b) - Hypothesis Testing - 7 - One Tailed Test | |||
11(c) - Hypothesis Testing - 8 - One Tailed Test - Detailed Discussion | |||
11(d) - Hypothesis Testing - 9 - One Tailed Test - Left vs Right | |||
11(e) - Hypothesis Testing - 10 - Practice Questions | |||
11(f) - Hypothesis Testing - 11 - Clarification | |||
11(g) - Hypothesis Testing - 12 - Equality of Mean Test - Pooled Variance | |||
11(h) - Hypothesis Testing - 13 - Equality of Mean Test - Pooled Variance - Question | |||
11(i) - Hypothesis Testing - 14 - Equality of Mean Test - Pooled Variance vs Paired Comparison Test | |||
11(j) - Hypothesis Testing - 15 - Paired Comparison Test | |||
11(k) - Hypothesis Testing - 16 - Summary of all Tests | |||
11(l) - Hypothesis Testing - 17 - Test of Single Variance | |||
11(m) - Hypothesis Testing - 18 - Test of Difference in Variances | |||
11(n) - Home Work | |||
12(a) - Hypothesis Testing - F-Critical Values from Table | |||
12(b) - Hypothesis Testing - F-Test Question from CBOK | |||
12(c) - Hypothesis Testing - video5374084683 - F-Test (additional point - can be ignored) | |||
12(d) - Hypothesis Testing - Test of Correlation (Quantitative Data) | |||
12(e) - Hypothesis Testing - Parametric and Non-Parametric Test | |||
12(f) - Hypothesis Testing - Test of Independence (Contingency Table) | |||
12(g) - Hypothesis Testing - Summary of All Tests - Revisit | |||
12(h) - Hypothesis Testing - Test of Independence - Why is it single tailed | |||
12(i) - Hypothesis Testing - Taking stock of discussion done so far. | |||
12(j) - Rates and Return - MWR vs TWR vs HPR | |||
13(a) - Rates and Return - MWR vs TWR vs HPR (2) | |||
13(a2) - Rates and Return - Balance Topics | |||
13(b) - Home Work | |||
13(c) - Quants - Probability - Basics - Conditional, Joint Probability, Bayes Theorem | |||
13(d) - Quants - Probability - Basics - Practice Question | |||
13(e) - Tracking Schweser - How to manage Schweser Books | |||
13(f) - Tracking the Course | |||
14(a) - CFA Scholarship Application Discussion | |||
14(b) - Discussion on Test | |||
14(c) - Quant - Portfolio Maths | |||
Homework - Regression | |||
HW - Hypothesis Testing - Concept of p-values | |||
HW - QUANTS - Regression - SLR - 1 - Basics | |||
HW - QUANTS - Regression - SLR - 2 - Example (1) | |||
HW - QUANTS - Regression - SLR - 3 - Example (1b) | |||
HW - QUANTS - Regression - SLR - 4 - Assumptions of SLR | |||
HW - QUANTS - Regression - SLR - 5 - Queries | |||
HW - QUANTS - Regression - SLR - 6 - Understanding T1,T2,T3 | |||
HW - QUANTS - Regression - SLR - 7 - Candidate Query | |||
HW - QUANTS - Regression - SLR - 8 - CI for Regression co-efficient | |||
Note | |||
HW - QUANTS - Regression - 9 - MLR - CI for Regression co-efficient, Hypothesis Testing, P-val | |||
HW - QUANTS - Regression - 10 - MLR - CI for Regression co-efficient, Hypothesis Testing, P-val (2) | |||
HW - Hypothesis Testing - p-values | |||
HW - Hypothesis Testing - Type 1&2 Error | |||
HW - Concept of Continuous Compounding and Lognormal Distribution | |||
Lognormal Distribution | |||
MCS | |||
Subject: DERIVATIVES - 2025 | |||
NOTES BELOW --> | |||
A. Derivatives Basics + Forward | |||
B. FRA | |||
C. Currency | |||
D. Futures | |||
VIDEOS BELOW ---> | |||
Basics | |||
13(a) - Derivatives - Introduction | |||
13(b) - Derivatives - Basics - Need for Derivatives | |||
13(c) - Derivatives - Basics - Need for Derivatives 2 (including settlement) | |||
13(d) - Derivatives - Basics - Cash settlement vs Physical Delivery - Detailed Discussion | |||
13(e) - Derivatives - Basics - Hedge vs Speculation | |||
13(f) - Derivatives - Notes | |||
13(g) - Derivatives - Underlying 1 - Importer | |||
13(h) - Derivatives - Underlying 2 - Exporter | |||
13(i) - Derivatives - Underlying 3 - Loan | |||
13(i2) - Derivatives - Tracking Schweser | |||
Reading 72 | |||
13(j) - Derivatives - Forward Pricing | |||
14(a) - Derivatives - Pricing and Valuation of Forward Contract - Detailed Case Study | |||
14(b) - Derivatives - Pricing and Valuation of Forward Contract - Summary | |||
14(c) - Derivatives - Tracking the Schweser | |||
FRA | |||
14(d) - Derivatives - FRA - 1 | |||
14(e) - Derivatives - FRA - 2 | |||
14(f) - Derivatives - FRA - 3 | |||
14(g) - Derivatives - FRA - Tracking Schweser | |||
14(h) - Derivatives - FRA - Tracking CBOK | |||
14(i) - Derivatives - Derivatives - Complete Tracking Schweser | |||
15(a) - Derivatives - Currency Forwards | |||
15(b) - Derivatives - Currency Forwards (2) | |||
15(c) - Derivatives - Currency Forwards - Summary | |||
15(d) - Derivatives - Practical Questions - Forwards, FRA and Currency | |||
Reading 71 | |||
15(e) - Derivatives - Arbitrage | |||
15(f) - Derivatives - Replication | |||
15(g) - Tracking Quants | |||
15(h) - Tracking Eco. | |||
16(a) - Derivatives - A Different viewpoint! | |||
Reading 73 | |||
16(b) - Derivatives - Futures_Need | |||
16(c) - Derivatives - Futures_Basics | |||
16(d) - Derivatives - Futures - Initial Margin vs Maintainance Margin | |||
16(e) - Derivatives - Futures - Initial Margin vs Maintainance Margin ( Candidate Query ) | |||
16(f) - Derivatives - Futures vs Fwd - Correlation Impact | |||
16(g) - Derivatives - Futures - Practice Questions | |||
16(h) - Derivatives - Futures - Tracking CBOK | |||
16(i) - Derivatives - Futures - Interest Rate Futures | |||
16(j) - Derivatives - Futures - Interest Rate Futures - Practice Question | |||
16(k) - Derivatives - Futures - Interest Rate Futures - FRA vs IFR - Convexity Bias | |||
16(m) - Derivatives - Tracking Schweser - Reading 73 | |||
SWAPS | |||
L1 - Derivatives - Options & Swaps (look at the last few slides) | |||
00. Tracking Derivatives | |||
01. Swaps - Basics | |||
02. Swaps - Basics | |||
03. Swaps - Computation of SFR - Detailed Logic | |||
04. Swaps - Computation of SFR - Exam Perspective | |||
05. Swaps - Similarity to FRA and dissimilarity to FRA | |||
06. Swaps - Payoff on settlement | |||
07. Swaps - Tracking Schweser ! - Can be ignored for Exam | |||
Ignore Video 16(l) if you ave seen HW 43(c,d) | |||
16(l) - Derivatives - Swaps (OPTIONAL CLASS if you have seen above sessions of SWAPs) | |||
OPTIONS (Complete) - LAST 3 Readings Combined | |||
L1 - Derivatives - Options | |||
16(o) - Derivatives - Options - Introduction & Basics - 1 | |||
16(p) - Derivatives - Options - Introduction & Basics - 2 | |||
HW: Options - Introduction & Basics | |||
HW_42(a) - Derivatives - Options - Basics Continued | |||
HW_42(b) - Derivatives - Options - Advanced - Valuation - IV,TV etc | |||
HW_Derivatives - Options - Advanced - Lower & Upper Bound, Factors affecting options price | |||
L1 - Derivatives - Factors Affecting value of option (Greeks) | |||
OPTIONS - PCP & Binomial Model | |||
01. Options - PCP - Complete Explaination | |||
02. Options - PCP - Candidate Query | |||
03. Options - PCP - Tracking Notes!. | |||
04. Options - PCP - Tracking Notes! - 2 (1) | |||
05. Options - PCP - Practical Question | |||
HW_42(c2) - Derivatives - Options - PCP - Practical Question | |||
06. Options - Corporate Financial Angle - Complete Concept in Detail | |||
07. Options - Corporate Financial Angle - Exam Oriented Video & Tracking Notes | |||
08. Options - Corporate Financial Angle - Candidate Query - Ignore for Exam | |||
Binomial Model | |||
HW_42(d) - Derivatives - Options - Binomial Model and Concept of Hedge Ratio (Delta) (1) | |||
HW_Derivatives - Optons (7) - One Period Binomial Model (3) - PF Replication Method (This is in Quants Syllabus (Chapter 2) for 2026) | |||
HW_43(a) - Derivatives - Options - Hedge Ratio (Delta) - Put Option Valuation (2) | |||
Reading 68 & 69 | |||
16(o) - Derivatives - Tracking Schweser - Reading 68 & 69 | |||
L1 - Derivatives - CDS (1) | |||
L1 - Derivatives - CDS (2) | |||
Practice Questions / TEST | |||
Test_Derivatives 2 | |||
Test - Introduction | |||
Test - Part 1 | |||
Test - Part 2 | |||
Test - Part 3 | |||
XXXXXXXXXXXXXXXXXXXXXXXX DO Not Look beyond this! | |||
Home Work | |||
L1 - Derivatives - Options - Basics (1) | |||
L1 - Derivatives - Options - Basics (2) | |||
L1 - Derivatives - Options - Basics (3) | |||
INSTRUCTIONS | |||
L1 - Derivatives - 1 | |||
L1 - Derivatives - (1) | |||
L1 - Derivatives - (2) | |||
Implied Volatility | |||
L1 - Derivatives - Fwd - Revision | |||
L1 - Derivatives - FRA (1) - Basics - Revision of concepts from Fixed Income | |||
L1 - Derivatives - FRA (2) - Complete Discussion | |||
L1 - Derivatives - FRA (3) - FRA Recap | |||
L1 - Derivatives - Learning Module 4 - Wrap Up | |||
L1 - Derivatives - Currency Fwd | |||
L1 - Derivatives - Currency Fwd (Quick Revision) | |||
L1 - Derivatives - Swap | |||
L1 - Derivatives - Forward Commitment (8) - Futures (1) | |||
L1 - Derivatives - Forward Commitment (8) - Futures (2) - IFR(1) | |||
L1 - Derivatives - Forward Commitment (8) - Futures (3) - IFR(2) - Final Comments on Derivatives | |||
40(b) - Derivatives - Forward - Pricing & Valuation (1) | |||
40(c) - Derivatives - Forward - Pricing & Valuation (2) | |||
40(d) - Derivatives - Forward - Pricing & Valuation (3) | |||
Portfolio management (PART 1) - 2025 & 2026 (Easier Topics - Not Too Technical) | |||
In this folder, we have discussed 3 TOPICS: 1. PF Mgt - An Overview, 2. PF Planning and Construction, 3. Behavioral Biases, | |||
PORTFOLIO MANAGEMENT - Class Notes | |||
PF Mgt - An Overview | |||
L.PF.0000a - PF Mgt - General Discussion | |||
L.PF.0000b - PF Mgt - Course Understanding & Topics | |||
L.PF.0101 - PF Mgt - PF Mgt An Overview _ Portfolio Perspective | |||
L.PF.0101b - PF Mgt - PF Mgt An Overview_ Portfolio Perspective_Diversification Ratio | |||
L.PF.0102a - PF Mgt - PF Mgt An Overview _ Side Discussion on Risk _ Systematic vs Non-Systematic Risk (Part of Upcoming Chapters - not this one) | |||
L.PF.0102b - PF Mgt - PF Mgt An Overview _ Side Discussion on Risk _ Systematic vs Non-Systematic Risk (Part of Upcoming Chapters - not this one) | |||
L.PF.0103 - PF Mgt - PF Mgt An Overview _ Basis for Segregation amongst Types of Investors | |||
L.PF.0104 - PF Mgt - PF Mgt An Overview _ Types of Investors _ Individual Investors | |||
L.PF.0105 - PF Mgt - PF Mgt An Overview _ Types of Investors _ Institutional Investors _ DB vs DC Plan | |||
L.PF.0106 - PF Mgt - PF Mgt An Overview _ Types of Investors _ Institutional Investors _ Endowment & Funds | |||
L.PF.0107 - PF Mgt - PF Mgt An Overview _ Types of Investors _ Institutional Investors _ Banks | |||
L.PF.0108 - PF Mgt - PF Mgt An Overview _ Types of Investors _ Institutional Investors _ Insurance Co | |||
L.PF.0109 - PF Mgt - PF Mgt An Overview _ Types of Investors _ Institutional Investors _ Investment Companies and Sovereign Funds | |||
L.PF.HW.0006 - Portfolio Mgt, An Overview - Smart Beta (3(c) - PM - Portfolio Mgt, An Overview - Smart Beta) | |||
L.PF.0110 - PF Mgt - PF Mgt An Overview _ Active vs Passive Management | |||
L.PF.0111 - PF Mgt - PF Mgt An Overview _ Sell-side vs Buy-side | |||
L.PF.0112 - PF Mgt - PF Mgt An Overview _ Investment Advisor vs PF Manager | |||
L.PF.0113 - PF Mgt - PF Mgt An Overview _ Traditional vs Alt Assets Manager | |||
L.PF.HW.0008 - Portfolio Mgt, An Overview - Pooled Investments (3(f) - PM - Portfolio Mgt, An Overview - Pooled Investments) | |||
L.PF.0114 - PF Mgt - PF Mgt An Overview _ SMA | |||
L.PF.HW.0008 - Portfolio Mgt, An Overview - Pooled Investments - Open vs Closed Fund (3(g) - PM - Portfolio Mgt, An Overview - Pooled Investments - Open vs Closed Fund) | |||
L.PF.0115a - PF Mgt - PF Mgt An Overview _ Open-Ended vs Closed-Ended Funds - Detailed Discussion | |||
L.PF.0115b - PF Mgt - PF Mgt An Overview _ Open-Ended vs Closed-Ended Funds - Notes GO-Through! | |||
L.PF.0115c - PF Mgt - PF Mgt An Overview _ ETF (vs Open & Closed-Ended Funds) - Detailed Discussion | |||
L.PF.0116 - PF Mgt - PF Mgt An Overview _ Robo Advisors | |||
L.PF.0117 - PF Mgt - PF Mgt An Overview _ Types of Mutual Funds | |||
L.PF.0118 - PF Mgt - PF Mgt An Overview _ Load Funds vs No Load Funds | |||
L.PF.0119 - PF Mgt - PF Mgt An Overview _ PE vs VC vs HF | |||
L.PF.0120 - PF Mgt - PF Mgt An Overview _ Steps in PF Mgt Process | |||
Portfolio Planning and Construction | |||
L.PF.HW.0009 - Portfolio Planning & Construction - Tracking the Schweser (3(i) - PM - Portfolio Planning & Construction - Tracking the Schweser) | |||
L.PF.0201 - PF Mgt - PF Planning & Reconstruction - Return & Risk Objective | |||
L.PF.0202 - PF Mgt - PF Planning & Reconstruction - Risk (Willingness & Ability) | |||
4(a) - PM - Portfolio Planning & Construction - Portfolio Construction | |||
4(b) - PM - Portfolio Planning & Construction - Portfolio Construction - No shorting in Indian Market - Not for exam purpose | |||
4(c) - PM - Portfolio Planning & Construction - Return & Risk Objective | |||
4(e) - PM - Portfolio Planning & Construction - Core Satellite Approach | |||
4(f) - PM - Portfolio Planning & Construction - Negative, Positive Screening & Engagement_Active Ownership | |||
Behavioural Finance | |||
L1 - PF - Behavioural Finance | |||
01. PF Mgt - Behavioural Finance - Relax Discussion - What is this! | |||
02. PF Mgt - Behavioural Finance - Behavioural Finance vs Traditional Finance | |||
03. PF Mgt - Behavioural Finance - Conservatism Bias | |||
04. PF Mgt - Behavioural Finance - Confirmation Bias | |||
05. PF Mgt - Behavioural Finance - Illusion of Control Bias | |||
06. PF Mgt - Behavioural Finance - Hindsight Bias | |||
07. PF Mgt - Behavioural Finance - Anchoring & Adjustment Bias | |||
08. PF Mgt - Behavioural Finance - Mental Accounting Bias | |||
09. PF Mgt - Behavioural Finance - Framing Bias | |||
10. PF Mgt - Behavioural Finance - Availability Bias | |||
11. PF Mgt - Behavioural Finance - Loss-Aversion Bias | |||
12. PF Mgt - Behavioural Finance - Overconfidence Bias | |||
13. PF Mgt - Behavioural Finance - Overconfidence Bias - 2 | |||
14. PF Mgt - Behavioural Finance - Self-Control Bias | |||
15. PF Mgt - Behavioural Finance - Status Quo Bias | |||
16. PF Mgt - Behavioural Finance - Endowment Bias | |||
17. PF Mgt - Behavioural Finance - Regret Aversion Bias | |||
18. PF Mgt - Behavioural Finance - Representativeness Bias | |||
19. PF Mgt - Behavioural Finance - Behavioural Biases - 1 | |||
20. PF Mgt - Behavioural Finance - Behavioural Biases - 2 | |||
21. PF Mgt - Behavioural Finance - Behavioural Biases - 3 | |||
Portfolio management (PART 2) - 2025 & 2026 (Technical Topics) | |||
This folder has the BALANCE 3 TOPICS: 1. Risk & Return Part 1 , 2. Risk & Return Part 2 & 3. INTRODUCTION TO RISK MANAGEMENT. These are comparatively technical topics. | |||
CLASS NOTES: 1. Risk & Return Part 1 , 2. Risk & Return Part 2 & 3. INTRODUCTION TO RISK MANAGEMENT. | |||
Risk & Return Part 1 & 2 | |||
L.PF.0200 - Risk & Return (Part1) - Individual Assets - Computation of Mean, Variance, St.Dev., Covariance & Correlation of Individual Assets | |||
L.PF.0201 - Risk & Return (Part1) - 2-Asset PF - Computation of Mean, Variance & St.Dev. of 2-Asset PF | |||
L.PF.0202 - Risk & Return (Part1) - 2-Asset PF - Impact of Correlation | |||
L.PF.0203 - Risk & Return (Part1) - Concept of MVF, EF, GMVP (PF of Risky Assets) | |||
L.PF.0204 - Risk & Return (Part1) - Concept of CAL (Adding RF Asset to the PF) | |||
L.PF.0205 - Risk & Return (Part2) - Concept of Risk Aversion | |||
L.PF.0206 - Risk & Return (Part2) - Concept of Risk Aversion - Tracking CBOK | |||
L.PF.0207 - Risk & Return (Part2) - Concept of Risk Aversion - Indifference Curve Shape (with CBOK Question) | |||
L.PF.0208 - Risk & Return (Part2) - Concept of Risk Aversion - Indifference Curve Shape | |||
L.PF.0209 - Risk & Return (Part2) - Concept of CML | |||
L.PF.0210 - Risk & Return (Part2) - Indifference Curve_Preference to be on higher curve | |||
L.PF.0211 - Risk & Return (Part2) - Tracking Schweser | |||
L.PF.0212 - Risk & Return (Part2) - Concept of Systematic vs Non-Systematic Risk | |||
L.PF.0213 - Risk & Return (Part2) - Concept of Beta | |||
L.PF.0214 - Risk & Return (Part2) - Concept of Beta (2) | |||
L.PF.0215 - Risk & Return (Part2) - Query - How can PF Beta be 0 | |||
L.PF.0215 - Risk & Return (Part2) - Security Characteristic Line | |||
L.PF.0216 - Risk & Return (Part2) - Multifactor Model | |||
L.PF.0217 - Risk & Return (Part2) - FAMA FRENCH & CARHART | |||
L.PF.0218 - Risk & Return (Part2) - Systematic Risk & Non-Systematic Risk | |||
L.PF.0219 - Risk & Return (Part2) - Market Model | |||
L.PF.0220 - Risk & Return (Part2) - Market Model - Summary | |||
L.PF.0221 - Risk & Return (Part2) - CAPM & SML | |||
L.PF.0222 - Risk & Return (Part2) - CAPM (Optional Portion -- Origin of Beta) | |||
L.PF.0223 - Risk & Return (Part2) - Assumptions of CAPM | |||
L.PF.0224 - Risk & Return (Part2) - CML vs SML | |||
L.PF.0225 - Risk & Return (Part2) - SML Case Study | |||
L.PF.0226 - Risk & Return (Part2) - Performance Evaluation & Concept of Sharpe Ratio | |||
L.PF.0227 - Risk & Return (Part2) - Performance Evaluation_Jenson's Alpha | |||
L.PF.0228 - Risk & Return (Part2) - Performance Evaluation_Treynor Ratio | |||
L.PF.0229 - Risk & Return (Part2) - Performance Evaluation_Case Study | |||
L.PF.0230 - Risk & Return (Part2) - Performance Evaluation_M-Squared Measure | |||
Risk Management | |||
L.PF.0301 - Risk Management - VaR | |||
L.PF.0302 - Risk Management - CVaR | |||
L.PF.0303 - Risk Management - Stress Testing & Scenario Analysis | |||
L.PF.0304 - Risk Management - Risk Transfer_Insurance, Surety Bond, Fidelity Bond | |||
L.PF.0305 - Risk Management - Risk Shift, Accept, Avoid | |||
L.PF.0306 - Risk Management - Schweser Tracking - Avoid for Youtube | |||
L.PF.0307 - Risk Management - Option Greeks - Avoid for Youtube | |||
SUBJECT : Corp Issuers - 2025 | |||
TOPIC 1: Organizational Forms, Corporate Issuer Features and Ownership | |||
Organizational Forms | |||
Organizational Forms - (1) - Introduction | |||
Organizational Forms - (2) - Comparison between different forms | |||
Organizational Forms - (3) - Limited Partnership Arrangement | |||
Organizational Forms - (4) - Pvt vs Public | |||
Organizational Forms - (5) - Features of Corporate Issuers | |||
Organizational Forms - (6) - SPV - SPAC _ Intro | |||
Organizational Forms - (7) - SPAC | |||
TOPIC 2: | |||
TOPIC 3: | |||
TOPIC 4: Working Capital and Liquidity | |||
4. WC and Liquidity | |||
L.CI.0401 - Working Capital & Liquidity - CCC | |||
L.CI.0402 - Working Capital & Liquidity - CCC - Case Study | |||
L.CI.0402b - Working Capital & Liquidity - CCC - Case Study - Analysis | |||
L.CI.0403 - Working Capital & Liquidity - Total vs Net WC | |||
L.CI.0404 - Working Capital & Liquidity - EAR | |||
L.CI.0405 - Working Capital & Liquidity - EAR of Supplier Financing | |||
L.CI.0406 - Working Capital & Liquidity - Liquidity Management | |||
L.CI.0406a - Working Capital & Liquidity - Cost of Liquidity | |||
L.CI.0407 - Working Capital & Liquidity - Drags vs Pulls | |||
L.CI.0408 - Working Capital & Liquidity - Permanent vs Variable CA | |||
L.CI.0409 - Working Capital & Liquidity - Permanent vs Variable CA - Candidate Query | |||
FSA.0210 - WCL - Conservative vs Moderate vs Aggressive Approach (Recap Video) | |||
TOPIC 5: Capital Investments & Capital Allocation | |||
L1 - Corp Issuers - Capital Investments - 2024 | |||
L.CI.0501 - Capital Investments & Capital Allocation - Basics of NPV and IRR | |||
L.CI.0502 - Capital Investments & Capital Allocation - Detailed Discussion of NPV and IRR | |||
L.CI.0503 - Capital Investments & Capital Allocation - Conventional vs NonConventional CashFlows | |||
L.CI.0504 - Capital Investments & Capital Allocation - Types of Capital Investments | |||
L.CI.0505 - Capital Investments & Capital Allocation - Decision Making (NPV vs IRR) | |||
L.CI.0506 - Capital Investments & Capital Allocation - Decision Making (NPV vs IRR) - Tracking the CBOK | |||
L.CI.0507 - Capital Investments & Capital Allocation - Decision Making (NPV vs IRR) - Practice Quest | |||
L.CI.0507b - Capital Investments & Capital Allocation - Decision Making (NPV vs IRR) - Clarification from CBOK | |||
L.CI.0507c - Capital Investments & Capital Allocation - Decision Making (ROIC) | |||
L.CI.0507d - Capital Investments & Capital Allocation - Decision Making (ROIC-2) | |||
L.CI.0508 - Capital Investments & Capital Allocation - Capital Allocation Principles (1) - CF Basis, Timing, Externality and Financing Cost | |||
L.CI.0509 - Capital Investments & Capital Allocation - Capital Allocation Pitfalls | |||
L.CI.0510 - Capital Investments & Capital Allocation - Real Options in NPV | |||
L.CI.0511 - Capital Investments & Capital Allocation - Real Options in NPV (2) | |||
4. Decision Making Tools - 2 (Real Options) | |||
5. Decision Making Tools - 3 (Real Options) | |||
CAPITAL STRUCTURE | |||
L1 - Corp. Issuers - Capital Structure | |||
L.CI.0601 - Capital Structure - Basics (Ignore after 16min) | |||
L.CI.0602 - Capital Structure - Difference between Simple Avg and Wt Avg | |||
L.CI.0603 - Capital Structure - MV weights to be used+2 practical case studies | |||
L.CI.0604 - Capital Structure - Bonus Case Studies_2questions | |||
L.CI.0605 - Capital Structure - WACC Notes | |||
L.CI.0606 - Capital Structure - Determinants of Capital Structure | |||
L.CI.0505 - Capital Structure - WACC Notes | |||
L1 - Capital Structure - Practice Questions | |||
L.CI.0506 - Capital Structure - Practice Questions | |||
10(a) - Corp Issuers - General Discussion | |||
10(b) - Corp Issuers - Capital Structure - WACC - Basics | |||
10(c) - Corp Issuers - Capital Structure - WACC - Concept of Tax Shield | |||
10(d) - Corp Issuers - Capital Structure - WACC - Weights to be used | |||
10(e) - Corp Issuers - Capital Structure - WACC - Marginal vs Effective Tax Rate | |||
L.CI.0506 - Capital Structure - Practice Questions | |||
2. Capital Structure Theories | |||
3. MM Theory - Assumptions | |||
4. Practice Questions | |||
FSA.0407 - Capital Structure - Assymetric Information | |||
FSA.0408 - Capital Structure - Pecking Order Theory | |||
FSA.0409 - Capital Structure - Agency Cost | |||
BUSINESS MODELS | |||
L1 - Corp Issuers - Business Model - Class Discussion - 2025 | |||
L.CI.0701 - Business Models - Introduction & Target Customers | |||
L.CI.0701b - Business Models - Product | |||
L.CI.0702 - Business Models - Channel Strategy | |||
L.CI.0703 - Business Models - Pricing Strategy - 1 | |||
L.CI.0704 - Business Models - Pricing Strategy - 2 | |||
L.CI.0705 - Business Models - Pricing Strategy - 3 (Price Discrimination) | |||
L.CI.0706 - Business Models - Outright Purchase vs Other Innovative Forms of Business Models | |||
L.CI.0707 - Business Models - Various Forms of Business Models | |||
L.CI.0708 - Business Models - Various Forms of Business Models - Practical Case Study | |||
L.CI.0709 - Business Models - Examples | |||
L.CI.0601 - Capital Structure - Basics (Ignore after 16min) | |||
L.CI.0602 - Capital Structure - Difference between Simple Avg and Wt Avg | |||
L.CI.0603 - Capital Structure - MV weights to be used+2 practical case studies | |||
L.CI.0604 - Capital Structure - Bonus Case Studies_2questions | |||
L.CI.0605 - Capital Structure - WACC Notes | |||
L.CI.0606 - Capital Structure - Determinants of Capital Structure | |||
Alternatives - 2026 (Part 1) | |||
L1 - Alt - Real Estate, Performance, & Private Capital | |||
Real Estate & Infrastructure Investments | |||
L.Alt.0000 - Alt Introduction | |||
L.Alt.0101 - Alt - Real Estate Basics | |||
L.Alt.0102 - Alt - Notes | |||
L.Alt.0103 - Alt - REIT Strategies | |||
L.Alt.0104 - Alt - Real Estate - Advantages & Disadvantages of Investing in Real Estate | |||
L.Alt.0105 - Alt - Real Estate - Basic Forms of Real Estate Investments | |||
L.Alt.0106 - Alt - Infrastructure Investments - (1) | |||
L.Alt.0107 - Alt - Infrastructure Investments - (2) | |||
L.Alt.0108 - Alt - Infrastructure Investments - (3) | |||
L.Alt.0109 - Alt - Infrastructure Investments - (4) | |||
L.Alt.0110 - Alt - Real Estate & Infrastructure Investments - Questions from Schweser QBank | |||
Alternatives - Performance & Return | |||
L.Alt.0200a - Alternatives - Tracking Schweser | |||
L.Alt.0200b - Performance & Return - Basic Info about IB vs PE Funds, Hedge Funds | |||
L.Alt.0201 - Performance & Return - Basics - Concept of Management Fees & Incentive Fees | |||
L.Alt.0201b - Performance & Return - Basics - Management Fees & Incentive Fees - Practice Question 2 | |||
L.Alt.0201c - Performance & Return - Basics - Management Fees & Incentive Fees - Practice Question 3 | |||
L.Alt.0202 - Performance & Return - Concept of Hurdle Rate - Hard vs Soft Hurdle Rate | |||
L.Alt.0202b - Performance & Return - Hurdle Rate - Practice Question | |||
L.Alt.0202c - Performance & Return - Hurdle Rate - Candidate Query | |||
L.Alt.0203 - Performance & Return - High Water Mark Provision | |||
L.Alt.0204 - Performance & Return - High Water Mark Provision - Practice Question | |||
L.Alt.0205 - Performance & Return - Catch-up Clause | |||
L.Alt.0206 - Performance & Return - Fund-of-funds | |||
L.Alt.0207 - Performance & Return - Fund-of-funds_Practice Question | |||
L.Alt.0208 - Performance & Return - PE Funds_Return Computation_Management Fees | |||
L.Alt.0209 - Performance & Return - PE Funds_Return Computation_Incentive Fees_American & European | |||
L.Alt.0210 - Performance & Return - PE Funds_Return Computation_Clawback Provision | |||
L.Alt.0211 - Performance & Return - PE Funds_Return Computation_Incentive Fees_American & European_S | |||
L.Alt.0212 - Performance & Return - PE Funds_Return Computation_Practice Question | |||
L.Alt.0213 - Performance & Return - Either_Or Fees | |||
L.Alt.0214 - Performance & Return - Leveraged Returns | |||
L.Alt.0215 - Performance & Return - Life Cycle of Funds, J-Curve Effect, Vintage | |||
L.Alt.0216 - Performance & Return - Return Computation_MOIC and IRR | |||
L.Alt.0217 - Performance & Return - Fair Valuation of Investments | |||
L.Alt.0218 - Performance & Return - Ancilliary Topics | |||
L.Alt.0219 - Performance & Return - Tracking Schweser | |||
Alt Test - 01032025 | |||
3. Investments in Private Capital | |||
L.Alt.0301 - Investments in Private Capital - Basics - VC, PE, BO | |||
L.Alt.0302 - Investments in Private Capital - Mode of Investments in VC | |||
L.Alt.0303 - Investments in Private Capital - Private Debt - LBO, MBO, MBI | |||
L.Alt.0304 - Investments in Private Capital - Exit Strategies | |||
L.Alt.0305 - Investments in Private Capital - PE Returns | |||
L.Alt.0306 - Investments in Private Capital - Private Debt | |||
L.Alt.0307 - Investments in Private Capital - PD Returns | |||
Digital Assets | |||
Check the last item in Quants Folder | |||
Alternatives - 2026 (Part 2) | |||
Hedge Funds | |||
23(a) - L1 - Alt - 2024 - Basics (For the Purpose of Exam - this can be ignored.) | |||
23(b) - L1 - Alt - 2024 - Hedge Fund - Basics of HF Strategies | |||
23(c) - L1 - Alt - 2024 - Hedge Fund - All Balance Topics (Concept of Liquidity Gate is erroneous in this video.) | |||
Natural Resources | |||
26(f) - Natural Resources - Commodity (1) | |||
26(g) - Natural Resources - Commodity - Return | |||
26(h) - Natural Resources - Commodity - Pricing | |||
26(i) - Natural Resources - Commodity - Pricing - Query by candidate (Can be ignored for exam) | |||
27(e) - Commodities - Farmland vs Timberland | |||
27(c) - Open Ended vs Closed Ended Funds | |||
L.PF.0115a - PF Mgt - PF Mgt An Overview _ Open-Ended vs Closed-Ended Funds - Detailed Discussion | |||
L.PF.0115b - PF Mgt - PF Mgt An Overview _ Open-Ended vs Closed-Ended Funds - Notes GO-Through! | |||
L.PF.0115c - PF Mgt - PF Mgt An Overview _ ETF (vs Open & Closed-Ended Funds) - Detailed Discussion | |||
SUBJECT: Fixed Income - 2025 (FI - 2025) (FINAL SET) | |||
Basics | |||
5(a) - FI Introduction | |||
5(b) - FI - Basics - POV, Credit Spread | |||
5(c) - FI - Basics - Types of FI Investments | |||
5(d) - FI - Basics - Types of Bonds_Bullet Bond or Straight Fixed Bond | |||
5(e1) - FI - Basics - Types of Bonds_Amortizing Bond_Fully vs Partially | |||
5(e1) - FI - Basics - Types of Bond - Bullet Bond vs Amortizing Bond - Practice Question (Can be ignored if 5(d) and 5(e1) are done) | |||
5(f) - FI - Basics - Types of Bonds_ZCB | |||
5(g) - FI - Basics - Types of Bonds_Tracking the CBOK | |||
5(h) - FI - Basics - Types of Bonds_FRN | |||
5(i) - FI - Basics - Naming Convention | |||
5(j) - FI - Basics - Bond Pricing | |||
6(a) - FI - Bond Pricing - Detailed Discussion_Annual Periodicity | |||
6(b) - FI - Naming Convention | |||
6(c) - FI - Bond Pricing - Detailed Discussion_Semi-Annual Periodicity | |||
6(d) - FI - Computation of YTM - Detailed Discussion_Annual and Semi-Annual Periodicity | |||
6(e) - FI - Concept of Stated Annual Rate | |||
6(f) - FI - Inverse Relation between Price of Bond and Rate, and Concept of Callable Bond | |||
6(g) - FI - Concept of Putable Bond | |||
FI Chapters - Formally starting from here ! | |||
1. L1 - FI - Fixed-Income - FIXED-INCOME INSTRUMENT FEATURES (Reading 47 - 2025) | |||
6(h) - FI - Tracking the Schweser - Reading 47 (2025) | |||
1. L1 - FI - Fixed-Income - FIXED-INCOME INSTRUMENT FEATURES | |||
HW. 6.1 - FI - FIXED-INCOME INSTRUMENT FEATURES - Features of Bond | |||
HW. 6.2 - FI - FIXED-INCOME INSTRUMENT FEATURES - Sources of Repayment | |||
HW. 6.3 - FI - FIXED-INCOME INSTRUMENT FEATURES - Bond Covenants | |||
HW. 6.4 - FI - FIXED-INCOME INSTRUMENT FEATURES - Tracking CBOK | |||
2. L1 - FI - FIXED-INCOME CASH FLOWS AND TYPES (Reading 48 as per 2025) | |||
6(i) - FI - Tracking the Schweser - Reading 48 | |||
2. L1 - FI - FIXED-INCOME CASH FLOWS AND TYPES | |||
HW. 6.5. L1 - FI - FIXED-INCOME CASH FLOWS AND TYPES - Payment Repayment Structure (1) | |||
HW. 6.6. L1 - FI - FIXED-INCOME CASH FLOWS AND TYPES - Payment Repayment Structure (2) - Sinking Fund Arrangement | |||
HW. 6.7. L1 - FI - FIXED-INCOME CASH FLOWS AND TYPES - FRN or Floater | |||
HW. 6.8. L1 - FI - FIXED-INCOME CASH FLOWS AND TYPES - Other Coupon Payment Structures - Step-Up, Credit Linked, PIK, Deferred Coupon, ZCB | |||
HW. 6.9. L1 - FI - FIXED-INCOME CASH FLOWS AND TYPES - Indexed Linked and Inflation Linked Bonds | |||
HW. 6.10. L1 - FI - FIXED-INCOME CASH FLOWS AND TYPES - FI Contingency Provision - Callable VS Putable Bonds (1) - Callable | |||
HW. 6.11. L1 - FI - FIXED-INCOME CASH FLOWS AND TYPES - FI Contingency Provision - Callable VS Putable Bonds (2) - Putable | |||
HW. 6.12. L1 - FI - FIXED-INCOME CASH FLOWS AND TYPES - Convertible Bonds (1) - Convertible Bonds | |||
HW. 6.13. L1 - FI - FIXED-INCOME CASH FLOWS AND TYPES - Convertible Bonds (2) - Warrants | |||
HW. 6.14. L1 - FI - FIXED-INCOME CASH FLOWS AND TYPES - Convertible Bonds (3) - CoCo | |||
HW. 6.15. L1 - FI - FIXED-INCOME CASH FLOWS AND TYPES - Types of Bonds (Eurobonds etc.) | |||
HW. 6.16. L1 - FI - FIXED-INCOME CASH FLOWS AND TYPES - Taxation of Bond Income | |||
Reading 53: YIELD & YIELD SPREAD MEASURES FOR FIXED RATE BONDS | |||
6(k) - FI - Tracking the Schweser - Reading 53 | |||
7(c) - FI - Current Yield | |||
7(d) - FI - Simple Yield | |||
7(e) - FI - Yield to Call and Yield to Worst | |||
7(f) - FI - Tracking the Schweser - Reading 53 | |||
Yield Spreads - Topic 53.b as per Schweser 2025 should be covered after understanding 2 concepts: a. Spot Rates from Reading 55 ; b. Concept of Callable & Putable Bond from Reading 48 | |||
L1 - FI - Yield Measures | |||
FI - Yield Spreads (New Name: Z vs OAS) | |||
Reading 54 | |||
6(j) - FI - Tracking the Schweser - Reading 54 | |||
7(a) - FI - Effective Annual Yields - Periodicity | |||
7(b) - FI - Effective Annual Yields - Periodicity - Summary | |||
8(a) - FI - Practice Questions on Simple Yield, Current Yield, YTM | |||
8(b) - FI - Street Convention vs True Yield | |||
8(c) - FI - Government Equivalent Yield and Days Convention with Applicability | |||
8(d) - FI - Government Equivalent Yield Computation (Optional - Not in Syllabus) | |||
7(g) - FI - Constant-Yield Price Trajectory (Pull to Par) | |||
7(h) - FI - Matrix Pricing (1) - Liquid vs Illiquid Bonds | |||
7(i) - FI - Matrix Pricing (2) - Liquid vs Illiquid Bonds - Basis for Valuation of Illiquid Bonds. | |||
7(j) - FI - Matrix Pricing (3) - Process. | |||
7(k) - FI - Matrix Pricing (4) - Alternate Variation | |||
7(l) - FI - Reading 54 - Tracking the Schweser | |||
Reading 54: YIELD & YIELD SPREAD MEASURES FOR FLOATING-RATE INSTRUMENTS | |||
8(f) - YIELD & YIELD SPREAD MEASURES FOR FLOATING-RATE INSTRUMENTS (1) | |||
8(f.2) - YIELD & YIELD SPREAD MEASURES FOR FLOATING-RATE INSTRUMENTS (1.2) | |||
8(g) - YIELD & YIELD SPREAD MEASURES FOR FLOATING-RATE INSTRUMENTS (2) - Practice Question | |||
8(h) - Money Market Yields (1) - Convention | |||
8(i) - Money Market Yields (2) - Applicability on various Instruments | |||
8(j) - Money Market Yields (3) - T-Bills | |||
8(k) - Money Market Yields (4) - Commercial Paper | |||
8(l) - Money Market Yields (5) - Certificate of Deposits | |||
8(m) - Money Market Yields (6) - Comparison | |||
8(n) - Tracking the Schweser | |||
8(o) - Tracking the Schweser for complete Fixed Income Sucject | |||
READING 55: The Term Structure of Interest Rates: Spot, Par, and Forward Curves | |||
HW. 8.1 - FI - Basics - Concept of Spot Rates | |||
HW. 8.2 - FI - Concept of Forward Rate | |||
HW. 8.3 - FI - Summary Discussion on the Concept of Spot Rate & Forward Rate | |||
HW. 8.4 - FI - Concept of Par Rate | |||
HW. 8.5 - FI - Summary Discussion on the Concept of YTM, Spot Rate, Forward Rate & Par Rate | |||
10(g) - Spot, Fwd, Par - Practice Questions | |||
10(b) - Spot, Fwd, Par - Practice Questions 2 | |||
10(c) - Spot, Fwd, Par - Tracking Schweser for Reading 57 | |||
Reading 60, 61, 62 - CREDIT RISK | |||
New Section 1 | |||
9(a) - FI - Credit Risk - Announcement | |||
9(b) - FI - Credit Risk - Introduction and Basics | |||
9(c) - FI - Credit Risk - Sources of Repayment | |||
9(d) - FI - Credit Risk - Illiqidity vs insolvency | |||
9(e) - FI - Credit Risk - Parri Passu & Cross Default Clause | |||
9(f) - FI - Credit Risk - Computation - Terminology | |||
9(g) - FI - Credit Risk - Computation - Terminology (in English) | |||
9(h) - FI - Credit Risk - Computation - Case Study | |||
9(i) - FI - Credit Risk - Computation - Question 1 | |||
9(j) - FI - Credit Risk - Student Query | |||
9(k) - FI - Credit Risk - Question 2 (Practice ONLY) - Nothing New | |||
9(l) - FI - Credit Risk - Question 3 (With Expected Exposure) | |||
9(m) - FI - Credit Risk - Question 4 (With Collateral) | |||
9(n) - FI - Credit Risk - Credit Ratings (The Big Short!) | |||
9(o) - FI - Tracking Schweser for Reading 62 | |||
9(p) - FI - Tracking Schweser for Reading 63 | |||
10(a) - FI - Yield Spread - Basics & Computation | |||
10(b) - FI - Yield Spread - Thematic Discussion (1) | |||
10(c) - FI - Yield Spread - Thematic Discussion (2) | |||
10(d) - FI - Tracking Schweser for Reading 64 | |||
10(e) - FI - Tracking Schweser for Reading 65 | |||
10(f) - FI - Tracking Schweser for Complete FI | |||
Reading 56: Interest Rate Risk & Return | |||
FI - Sources of Risk & Return (1) - Case A&B | |||
FI - Sources of Risk & Return (2) - Case C | |||
FI - Sources of Risk & Return (3) - Case D&E | |||
11 - Life Advice | |||
11(a) - FI - INTEREST RATE RISK AND RETURN - Summary | |||
11(b) - FI - INTEREST RATE RISK AND RETURN - Examples (1) | |||
11(c) - FI - INTEREST RATE RISK AND RETURN - Examples (2) | |||
11(d) - FI - INTEREST RATE RISK AND RETURN - One Pager Summary | |||
11(e) - FI - INTEREST RATE RISK AND RETURN - Mac Duration | |||
11(f) - FI - INTEREST RATE RISK AND RETURN - Mac Duration Interpretation & Duation Gap | |||
11(g) - FI - INTEREST RATE RISK AND RETURN - Mac Duration of a ZCB | |||
12(a) - FI - INTEREST RATE RISK AND RETURN - Mac Duration of a Semi-Annual Bond - Calculation | |||
Note | |||
11(i) - FI - Tracking Reading 56 | |||
Reading 59 | |||
11(h) - FI - Modified Duration | |||
12(b) - FI - Modified Duration of a Semi-Annual Bond - Calculation | |||
12(c) - FI - Modified Duration - Impact on Bond Price - Calculation | |||
12(d) - FI - Different Versions of Duration - Summary - Including Discussion on PF Duration | |||
12(e) - FI - Approximate Modified Duration and Approximate Convexity | |||
12(f) - FI - Approximate Modified Duration - Example | |||
12(g) - FI - Approximate Modified Duration - Query Solved! (Good) | |||
12(h) - FI - Approximate Modified Duration - Example 2 | |||
12(i) - FI - Approximate Convexity - with Example | |||
12(j) - FI - A.MD and Convexity - Summary | |||
12(k) - FI - Impact of Spread on Modified Duration | |||
12(l) - FI - Impact of Spread on Modified Duration - Query | |||
12(m) - FI - Effective Duration - Exam Point | |||
12(n) - FI - Effective Duration - Understanding! | |||
12(o) - FI - Effective Duration - Exam Point with Notes | |||
12(p) - FI - Analytical vs Emperical Duration | |||
12(q) - FI - Portfolio Duration | |||
12(r) - FI - Key Rate Duration | |||
12(s) - Tracking Schweser - Reading 59 | |||
12(t) - Tracking Schweser - Reading 60 | |||
12(t2) - Tracking Schweser - Reading 60 (2) | |||
12(u) - Tracking Schweser - Reading 61 | |||
HW - FI - Basics of Bonds with Embedded Options - Convexity Basics | |||
HW - FI - Basics of Bonds with Embedded Options - Convexity (for bonds with EO) | |||
HW - FI - Basics of Bonds with Embedded Options - Duration and Convexity (Closing Remarks) | |||
Reading 65, 66, 67 | |||
L1 - FI - Fixed-Income Valuation - Asset Backed Securities | |||
1. L1 - FI - ABS (1) | |||
2. L1 - FI - ABS (2) (Characteristics of Mortgage Loans) | |||
3. L1 - FI - ABS (3) (RMBS - Non Agency) | |||
4. L1 - FI - ABS (4) (RMBS - Agency & Mortgage Pass Through Sec) | |||
5. L1 - FI - ABS (5) (Prepayment Risk - PSA - CPR - SMM) | |||
6. L1 - FI - ABS (6) (CMO) | |||
7. L1 - FI - ABS (7) (CMBS) | |||
8. L1 - FI - ABS (8) (CDOs) | |||
9. L1 - FI - ABS (9) (Covered Bonds) | |||
Reading 50: FI Markets for Corp Issuers | |||
Repurchase Agreements | |||
Repurchase Agreement - 1 | |||
Repurchase Agreement - 2 - Reverse Repo | |||
Repurchase Agreement - 3 | |||
Repurchase Agreement - 4 - Practice Question | |||
Repurchase Agreement - 5 - Repo Applications | |||
Lines of Credit | |||
Other Ancialliary Topics - Factoring etc. | |||
Other Topics of Duration | |||
1. Question on Duration - Mod, Mac | |||
2. Money Duration | |||
3. PVBP | |||
4. Practice Question - Money Duration | |||
5. Practice Question - Mac, Mod Duration | |||
6. Practice Question - Mac, Money Duration, PVBP | |||
Reading 49: FI - Issuance & Trading | |||
L1 - FI - FI Issuance & Trading | |||
L.FI.1000 - Tracking Schweser | |||
L.FI.1001 - FI - Issuance & Trading - Classification of Bond Market | |||
L.FI.1002 - FI - Issuance & Trading - Investor Positioning | |||
L.FI.1003 - FI - Issuance & Trading - FI Indices | |||
L.FI.1004 - FI - Issuance & Trading - Primary vs Secondary FI Market | |||
L.FI.1005 - FI - Issuance & Trading - Repeat Issuer | |||
L.FI.1006 - FI - Issuance & Trading - Secured Bond Issue, Private Placement and Auction | |||
New | |||
Watch "Step 0.1 Section" completely before watching this section | |||
New Section 1 - Class Notes Fixed Income | |||
Complete FI (except Credit Risk and Securitization | |||
Basics | |||
0. L1 - FI - Basics - Types of Bond | |||
5(a) - FI Introduction | |||
5(b) - FI - Basics - POV, Credit Spread | |||
5(c) - FI - Basics - Types of FI Investments | |||
5(d) - FI - Basics - Types of Bonds_Bullet Bond or Straight Fixed Bond | |||
5(e) - FI - Basics - Types of Bonds_Amortizing Bond_Fully vs Partially | |||
5(f) - FI - Basics - Types of Bonds_ZCB | |||
5(g) - FI - Basics - Types of Bonds_Tracking the CBOK | |||
5(h) - FI - Basics - Types of Bonds_FRN | |||
SUBJECT: Economics - 2025 (FINAL SET) | |||
Economics - 5 Chapters | |||
1. Firm and Market Structure | |||
L.Eco.0101 - Firm and Market Structure - Short run vs long run | |||
L.Eco.0102 - Firm and Market Structure - Production function | |||
L.Eco.0103 - Firm and Market Structure - Cost - theory | |||
L.Eco.0104 - Firm and Market Structure - Cost - graph | |||
L.Eco.0105 - Firm and Market Structure - Cost - Long run average cost | |||
L.Eco.0106 - Firm and Market Structure - Shutdown decision | |||
L.Eco.0107 - Firm and Market Structure - Market structure | |||
L.Eco.0108 - Firm and Market Structure - Demand | |||
L.Eco.0109 - Firm and Market Structure - Perfect Competition | |||
L.Eco.0110 - Firm and Market Structure - Monoplistic Competition | |||
L.Eco.0111 - Firm and Market Structure - Oligipoly_Elasticity of demand | |||
L.Eco.0112 - Firm and Market Structure - Oligopoly_Models_Kinked demand curve | |||
L.Eco.0113 - Firm and Market Structure - Oligopoly_Models_Game theoretic approach | |||
L.Eco.0114 - Firm and Market Structure - Oligopoly_Models_Nash equilebrium | |||
L.Eco.0115 - Firm and Market Structure - Oligopoly_Models_Dominant firm model | |||
L.Eco.0116 - Firm and Market Structure - Concentration Ratios | |||
L.Eco.0117 - Firms and Market Structure_CBok | |||
L.Eco.0118 - Firms and Market Structure_Schweser | |||
2. Fiscal Policy | |||
L.Eco.0201 - Fiscal Policy_Meaning and Objectives | |||
L.Eco.0202 - Fiscal Policy_Automatic Stablizer | |||
L.Eco.0203 - Fiscal Policy_Prerequisites | |||
L.Eco.0204 - Fiscal Policy_Deficits | |||
L.Eco.0205 - Fiscal Policy_Fiscal Policy Multiplier | |||
L.Eco.0206 - Fiscal Policy_Balanced Budget Multiplier | |||
L.Eco.0207 - Fiscal Policy_Fiscal Policy_Debt to GDP Ratio | |||
L.Eco.0208 - Fiscal Policy_Fiscal Policy_Arguments against deficit | |||
L.Eco.0209 - Fiscal Policy_Arguments in favour of deficit | |||
L.Eco.0210 - Fiscal Policy_Fiscal Policy_Issues in Fiscal Policy | |||
L.Eco.0211 - Fiscal Policy_Fiscal Policy_Direct and Indirect Taxes | |||
L.Eco.0212 - Fiscal Policy_Cyclically adjusted budget deficit | |||
L.Eco.0213 - Fiscal Policy_CBok | |||
L.Eco.0214 - Fiscal Policy_Schweser | |||
3. Monetary Policy | |||
L.Eco.0301 - Monetary Policy_Role of Central Bank | |||
L.Eco.0302 - Monetary Policy_Inflation-Costs and Benefits | |||
L.Eco.0303 - Monetary Policy_Variables targeted by Central Bank | |||
L.Eco.0304 - Monetary Policy_Tools to conduct monetaary policy | |||
L.Eco.0305 - Monetary Policy_Transmission Mechanism | |||
L.Eco.0306 - Monetary Policy_Qualities of good monetary policy | |||
L.Eco.0307 - Monetary Policy_Limitations | |||
L.Eco.0308 - Monetary Policy_Quantitative Easing | |||
L.Eco.0309 - Monetary Policy_Conclusion | |||
L.Eco.0310 - Monetary Policy_CBok | |||
L.Eco.0311 - Monetary Policy_Schweser | |||
4. International Trade | |||
L.Eco.0401 - International Trade - Introduction | |||
L.Eco.0402 - International Trade - Arguments against favour of free trade | |||
L.Eco.0403 - International Trade - Impact on Wages | |||
L.Eco.0404 - International Trade - _Arguments in favour of free trade | |||
L.Eco.0405 - International Trade - _Instruents used to control trade | |||
L.Eco.0406 - International Trade - _Consumer and Producer Surplus | |||
L.Eco.0407 - International Trade - _Application Effect on Tariffs | |||
L.Eco.0408 - International Trade - _Miscellaneous Topics | |||
L.Eco.0409 - International Trade_CBok | |||
L.Eco.0410 - International Trade_Schweser | |||
5. Business Cycle | |||
Business Cycle | |||
Eco.0501 BUSINESS CYCLES - Shape of Business Cycle | |||
Eco.0502 BUSINESS CYCLES - Phases | |||
Eco.0503 BUSINESS CYCLES - Other Discussion - Inventory to Sales Ratio | |||
Eco.0504 BUSINESS CYCLES - Other Discussion - Labour and Capital Utilization | |||
Eco.0505 BUSINESS CYCLES - Credit Cycle | |||
Eco.0506 BUSINESS CYCLES - Other Aspects - Customer Spending | |||
Eco.0507 BUSINESS CYCLES - Other Aspects - Housing Sector and External Trade | |||
Eco.0508 BUSINESS CYCLES - Indicators - Basics | |||
Eco.0509 BUSINESS CYCLES - Indicators - Leading Indicators | |||
Eco.0510 BUSINESS CYCLES - Indicators - Coincident Indicators | |||
Eco.0511 BUSINESS CYCLES - Indicators - Lagging Indicators1 | |||
Eco.0512 BUSINESS CYCLES - Indicators - Lagging Indicators2 | |||
6. Introduction to Geopolitics | |||
L1 - Eco - Intro to Geopolitics | |||
L.Eco.0601 - Introduction to Geopolitics - Geopolitics from cooperation vs competetion perspective (1) | |||
L.Eco.0602 - Introduction to Geopolitics - Geopolitics from cooperation vs competetion perspective (2) | |||
L.Eco.0603 - Introduction to Geopolitics - Geopolitics from cooperation vs competetion perspective - CBOK Tracking (1) | |||
L.Eco.0604 - Introduction to Geopolitics - Geopolitics from cooperation vs competetion perspective - CBOK Tracking (2) - Not for Youtube | |||
L.Eco.0605 - Introduction to Geopolitics - Globalization | |||
L.Eco.0606 - Introduction to Geopolitics - Globalization & Types of Country (Autarky, Hegemony..) - Tracking Own Notes | |||
L.Eco.0607 - Introduction to Geopolitics - Globalization & Types of Country (Autarky, Hegemony..) - Tracking CBOK | |||
L.Eco.0608 - Introduction to Geopolitics - IMF vs World Bank vs WTO | |||
L.Eco.0609 - Introduction to Geopolitics - IMF vs World Bank vs WTO - CBOK | |||
7. Capital Flows and FX Market | |||
L.Eco.0701 - Capital Flows & FX Market - Foreign Exchange Rate Regimes | |||
L.Eco.0702 - Capital Flows & FX Market - Balance of Payments | |||
L.Eco.0703 - Capital Flows & FX Market - Savings Income Identity | |||
L.Eco.0704 - Capital Flows & FX Market - Capital Restrictions | |||
L.Eco.0705 - Capital Flows and FX Market_CBok | |||
L.Eco.0706 - Capital Flows and FX Market_Schweser | |||
Economics - 2025 (Classes by Karan Sir) | |||
27(f) - Economics - Basics - Prerequisite | |||
28(a) - Eco - Firm and Market Structure (1) - Elasticity of Demand, Law of Demand, Market Structure | |||
28(b) - Eco - Firm and Market Structure (2) - Supply side Discussion, Marginal Product | |||
28(c) - Eco - Firm and Market Structure (3) - Cost Function (AVC, AFC, ATC) | |||
28(d) - Eco - Firm and Market Structure (4) - Perfect Competetion | |||
28(e) - Eco - Firm and Market Structure (5) - Shutdown and BEP in Perfect Competetion | |||
HW | |||
29(a) - Eco - Firm and Market Structure (6) - Monopolistic Competetion | |||
29(b) - Eco - Firm and Market Structure (7) - Economies & diseconomies of scale | |||
29(c) - Eco - Firm and Market Structure (8) - Oligopoly | |||
30(a) - Eco - Firm and Market Structure (9) - Oligopoly(2) - Cournot & Stackelberg | |||
30(b) - Eco - Firm and Market Structure (10) - Oligopoly(3) - Nash Eq | |||
BS | |||
Eco.0201 BUSINESS CYCLES - Shape of Business Cycle | |||
Eco.0202 BUSINESS CYCLES - Phases | |||
Eco.0203 BUSINESS CYCLES - Other Discussion - Inventory to Sales Ratio | |||
Eco.0204 BUSINESS CYCLES - Other Discussion - Labour and Capital Utilization | |||
Eco.0205 BUSINESS CYCLES - Credit Cycle | |||
Eco.0206 BUSINESS CYCLES - Other Aspects - Customer Spending | |||
Eco.0207 BUSINESS CYCLES - Other Aspects - Housing Sector and External Trade | |||
Eco.0208 BUSINESS CYCLES - Indicators - Basics | |||
Eco.0209 BUSINESS CYCLES - Indicators - Leading Indicators | |||
Eco.0210 BUSINESS CYCLES - Indicators - Coincident Indicators | |||
Eco.0211 BUSINESS CYCLES - Indicators - Lagging Indicators1 | |||
Eco.0212 BUSINESS CYCLES - Indicators - Lagging Indicators2 | |||
30(c) - Eco - Currency(1) | |||
30(d) - Eco - Currency(2) | |||
Note | |||
31(a) - Eco - Currency (3) | |||
31(b) - Eco - Currency (4) - Discussion Not for Exam | |||
31(c) - Eco - Currency (5) - Real & Nominal Exchange Rate | |||
31(d) - Eco - Currency (6) - Real & Nominal Exchange Rate - Candidate Query | |||
31(e) - Eco - Currency (7) - Currency Theories | |||
Monetary Policy & Fiscal Policy - 2024 | |||
Class Notes: Monetary Policy & Fiscal Policy - 2024 | |||
32(a) - Eco - Monetary Policy (1) - Basics + Difference between monetary and fiscal | |||
32(b) - Eco - Monetary Policy (2) - Commercial Bank Role | |||
32(c) - Eco - Monetary Policy (3) - Objectives | |||
32(d) - Eco - Monetary Policy (4) - Tools | |||
33(a) - Eco - Monetary Policy (5) - Tools + Monetary Transmission Mechanism | |||
33(b) - Eco - Monetary Policy (6) - Monetary Policy Limitations | |||
33(b2) - Eco - Monetary Policy (6) - Monetary Policy Limitations.. | |||
33(c) - Eco - Fiscal Policy (1) - Basics, Structural Budget Deficit,Discretionary Fiscal Policy and its Implementation | |||
34(a) - Eco - Fiscal Policy (2) - Fiscal Policy Tools - Spending Tools | |||
34(b) - Eco - Fiscal Policy (3) - Fiscal Policy Tools - Revenue Tools | |||
34(c) - Eco - Fiscal Policy (4) - Fiscal Multiplier | |||
34(d) - Eco - Fiscal Policy (5) - Balanced Budget Multiplier | |||
34(e) - Eco - Fiscal Policy (6) - Ricardian Equivalence | |||
34(f) - Eco - Fiscal Policy (7) - Debt Ratio | |||
34(g) - Eco - Fiscal Policy (8) - Combined Impact of FP and MP | |||
International Trade | |||
35(a) - International Trade (1) - Basic Discussion | |||
35(b) - International Trade (2) - Benefits & Costs of International Trade | |||
35(c) - International Trade (3) - Trade Restrictions - Basics | |||
35(d) - International Trade (4) - Trade Restrictions - Detailed Discussion on Import Duty | |||
35(e) - International Trade (5) - Trade Restrictions - Detailed Discussion on Quotas | |||
35(f) - International Trade (6) - Trade Agreements | |||
SUBJECT: Equity - 2025 | |||
Chapter 1: Valuation | |||
Equity Valuation | |||
Pre-Recorded Crisp Videos _ Perfect for Revision | |||
L1 - Equity - Equity Valuation - Updated - 2024 | |||
1(a) - Basics of Valuation - Methods - Income, Comparable, Assets | |||
2(b) - Basic Working of DCF | |||
2(c) - DCF Questions - Basic - Category 1 (Very Easy) | |||
2(d) - DCF Questions - Basic - Category 2 (Good Questions - Exam Level Questions) | |||
2(d2) - DCF Questions - Basic - Category 2 (Good Questions - Exam Level Questions) | |||
2(e) - DCF Questions - Basic - Category 3 (Above Exam Level Questions) undedited + Concept that g CANNOT exceed ke | |||
2(e2) - DCF Questions - Basic - Category 3 (Above Exam Level Questions) undedited + Concept that g CANNOT exceed ke | |||
2(f) - Equity Valuation - Tracking Pre-Printed Notes | |||
2(g) - Equity Valuation - Tracking Schweser | |||
HW: Revisiting the Foundation Video - Concept of Sustainable Growth Rate (g) | |||
3(a) - Equity Valuation - Income Method (Revision) | |||
3(b) - Equity Valuation - Gordon Growth Model - Correct Logic & Easy Logic - Both Explained | |||
3(c) - Equity Valuation - Value in No growth Scenario or Value of Preferred Shares | |||
3(d) - Equity Valuation - Cost represents risk (1) | |||
3(e) - Equity Valuation - Cost represents risk (2) | |||
3(f) - Equity Valuation - Gordon Growth Model - Practice Question to highlight that inputs impact the intrinsic value of shares | |||
3(g) - Equity Valuation - Overall Summary | |||
3(h) - Equity Valuation - Starting the discussion on FCFF and FCFE model | |||
3(i) - Equity Valuation - NI to FCFF to FCFE - Formula Discussion | |||
3(j) - Equity Valuation - NI to Cash Flow - Logic - Impact of WC on Cash | |||
3(k) - Equity Valuation - NI to FCFF to FCFE (2) | |||
3(l) - Equity Valuation - NI to FCFF to FCFE (3) | |||
3(m) - Equity Valuation - FCFE Model - Practice Question | |||
4(a) - Assets Based Valuation - Concept | |||
4(a2) - Assets Based Valuation - Additional Point | |||
4(a3) - Assets Based Valuation - Candidate Query | |||
19(e) - Equity - Equity Valuation (4) - Relative Valuation (1) | |||
19(f) - Equity - Equity Valuation (5) - Relative Valuation (2) | |||
19(d2) - Equity - Equity Valuation (3) - Relative Valuation | |||
20(a) - Equity - Equity Valuation (6) - Relative Valuation (3) - EV-EBITDA Approach | |||
4(b) - Equity Valuation - Dividend (1) | |||
4(c) - Equity Valuation - Dividend (2) - Analytical View Point | |||
4(d) - Equity Valuation - IV vs Price | |||
4(e) - Dividend Chronology | |||
4(f) - Stock Dividend | |||
4(g) - Shares Repurchase | |||
Chapter 3. Security Market Indices | |||
L1 - Equity - Security Market Indices - For Portal (with hand written piece) | |||
Security Market Indices - Revisionary Video - Oneshot (NOTE: If you have seen this video -> Ignore the videos below. This one video covers it all.) | |||
Live.Eq.0301. Security Market Indices - Concept of Return | |||
Live.Eq.0302. Security Market Indices - Weighting Schemes (1) | |||
Live.Eq.0302a. Security Market Indices - Basics - Return Computation Detailed | |||
Live.Eq.0303. Security Market Indices - Weighting Schemes (2) | |||
Live.Eq.0304. Security Market Indices - Fundamental Weighting Scheme | |||
Live.Eq.0305. Security Market Indices - An Additional Point | |||
Live.Eq.0306. Security Market Indices - Balance Portion (Equity Indices, FI Indices, etc...) | |||
2. Company Analysis - Past & Present, Industry & Competitive Analysis, Company Analysis - Forecasting | |||
Practical Approach (Using Live Financial Model) - The following 3 videos are perfect for practical understanding but not so much for exam - For exam related videos, focus on the section ahead. | |||
Live.Eq.0201. Company Analysis Forecasting (1) | |||
Live.Eq.0202. Company Analysis Forecasting (2) | |||
Live.Eq.0203. Company Analysis Forecasting (3) | |||
Now, let's focus on the "EXAM" --> Exam Oriented Videos (with Relevant Case Studies) --> SHARED BELOW !! | |||
2A. Company Analysis_Past and Present | |||
Company Analysis (Past & Present) with hand written notes | |||
Live.Eq.0204. Company Analysis (Past and Present) - Research Report - Components copy 3 | |||
Live.Eq.0205. Company Analysis (Past and Present) - How projecting revenue is the key to build a Business Plan | |||
Live.Eq.0206. Company Analysis (Past and Present) - Revenue & Revenue Drivers | |||
Live.Eq.0207. Company Analysis (Past and Present) - Pricing Power (1) | |||
Live.Eq.0208. Company Analysis (Past and Present) - Pricing Power (2) - Low Cost Producer | |||
Live.Eq.0209. Company Analysis (Past and Present) - Pricing Power (3) - Commodization | |||
Live.Eq.0210. Company Analysis (Past and Present) - Revenue Driver & Pricing Power - Tracking Schweser | |||
Live.Eq.0211. Company Analysis (Past and Present) - Profit Margin as a sign of Pricing Power | |||
Live.Eq.0212. Company Analysis (Past and Present) - Economies of Scale vs Economies of Scope | |||
Live.Eq.0213. Company Analysis (Past and Present) - Complete Tracker from Schweser | |||
2B. INDUSTRY & COMPETITIVE ANALYSIS | |||
L.EQ.0300 - INDUSTRY & COMPETITIVE ANALYSIS - Foundation (Not relevant for exam) | |||
L.EQ.0301 - INDUSTRY & COMPETITIVE ANALYSIS - Overall Process (LOS a) | |||
L.EQ.0302 - INDUSTRY & COMPETITIVE ANALYSIS - Overall Process (LOS a) - Case Study | |||
L.EQ.0303 - INDUSTRY & COMPETITIVE ANALYSIS - Step 2 | |||
Chapter 4: Market Efficiency | |||
3. L1 - Equity - Market Efficiency | |||
English Videos | |||
Live.Eq.0401 - Market Efficiency (View after 35:40 ONLY - Ignore the portion prior to that.) (Videos related to Behavioral Science is covered here). | |||
Chapter 5. Overview of Equity Securities | |||
L1 - Equity - Overview of Equity Securities | |||
Live.Eq.0501. Overview of Market Securities - Basics (Including Statutory vs Cumulative Voting) | |||
Live.Eq.0501b. Overview of Market Securities - Types of Common Stock | |||
Live.Eq.0502. Overview of Market Securities - Concept of Preference Shares | |||
Live.Eq.0503. Overview of Market Securities - Public vs Private Equity | |||
Live.Eq.0504. Overview of Market Securities - Foreign Equity (1) | |||
Live.Eq.0505. Overview of Market Securities - Foreign Equity (2) | |||
Live.Eq.0506. Overview of Market Securities - Ancilliary Topics (Already Covered Elsewhere) | |||
Live.Eq.0507. Overview of Market Securities - Practice Questions | |||
6. Market Organization & Structure | |||
Live.Eq.0601. Market Org & Structure (1) | |||
Live.Eq.0602. Market Org & Structure - Concept of Leverage (including Leverage Ratio) | |||
Live.Eq.0603. Market Org & Structure - Detailed Question of Leverage | |||
Live.Eq.0604. Market Org & Structure - Order Execution and Validity | |||
Live.Eq.0605. Market Org & Structure - ETF | |||
Equity Session on 19Jun2024 (Sunday) - Ignore! | |||
video2386963916 | |||
video4386963916 | |||
video5386963916 | |||
video6386963916 | |||
video8386963916 | |||
video9386963916 | |||
video10386963916 | |||
video11386963916 | |||
video12386963916 | |||
video13386963916 | |||
video14386963916 | |||
FI - 2024 - Practical Section (OLD) | |||
36(a) - FI - Basics | |||
Class Notes (Onenote File) of LM1 & LM9 of FI 2024. | |||
37(a) - FI - Basics (2) - incl. .Concept of Spot Rates | |||
LM9 | |||
Note | |||
37(b) - FI - Basics - Bond Characteristics | |||
38(a) - FI - Concept of Forward Rate | |||
38(b) - FI - Summary Discussion on the Concept of Spot Rate & Forward Rate | |||
39(a) - FI - Concept of Par Rate | |||
39(b) - FI - Summary Discussion on the Concept of YTM, Spot Rate, Forward Rate & Par Rate | |||
LM1 - Fixed-Income Instrument Features (Reading 49 as per Schweser 2024) | |||
L1 - FI - Fixed-Income - FIXED-INCOME INSTRUMENT FEATURES | |||
40(a) - FI - LM1 - Features of Bond | |||
40(b) - FI - LM1 - Cources of Repayment | |||
40(c) - FI - LM1 - Bond Covenants | |||
40(d) - FI - LM1 - Tracking CBOK | |||
LM7 | |||
L1 - FI - Yield Measures | |||
FI - Current Yield, Simple Yield, Yield to Call, Yield to Worst etc. | |||
FI - Yield Spreads (New Name: Z Spread vs OAS) | |||
LM10 - Interest Rate Risk and Return | |||
L1 - FI - Sources of Risk & Return | |||
FI - Sources of Risk & Return (1) - Case A&B | |||
FI - Sources of Risk & Return (2) - Case C | |||
FI - Sources of Risk & Return (3) - Case D&E | |||
LM 17, 18, 19 | |||
Refer to the next section "FI - 2024 - Theory Section" --> In this section Search for the section "CBOK: LM 17, 18, 19 or Schweser: Reading 65, 66, 67" | |||
SUBJECT: Corp Issuers - 2024 (Old Set but relevant for 2024 & 2025) | |||
L1 - Corp Issuers - Capital Investments - 2024 | |||
15(a) - Capital Investments (1) - NPV vs IRR | |||
15(b) - Capital Investments (2) - Principles | |||
15(c) - Capital Investments (3) - ROIC | |||
15(d) - Capital Investments (4) - ROIC (2) | |||
15(e) - Capital Investments (5) - All Balance Topics | |||
16(a) - Working Capital (1) - Basics + CCC | |||
16(b) - Working Capital (2) - Supplier Finance + All balance Topics | |||
L1 - Corp Issuers - Capital Structure | |||
16(c) - Capital Structure (1) - Basics of WACC | |||
17(a) - Capital Structure (2) - Cost of Capital | |||
17(b) - Capital Structure (3) - Capital Structure Theories (2) - MM Theory (with and without tax) | |||
17(c) - Capital Structure (4) - Capital Structure Theories (3) - Static TradeOff Theory | |||
17(d) - Capital Structure (5) - Capital Structure Theories (4) - Practical Question (1) | |||
17(e) - Capital Structure (5) - Capital Structure Theories (4) - Practical Question (1 contd) | |||
17(f) - Capital Structure (6) - Capital Structure Theories (5) - Assumptions of MM | |||
17(g) - Capital Structure (7) - Capital Structure Theories (6) - Static TradeOff Theory | |||
17(h) - Capital Structure (8) - Determinants of Capital Structure | |||
18(a) - Capital Structure (9) - All Balance Topic | |||
L1 - Corp Issuers - Business Model - Class Discussion | |||
18(b) - Business Model - 2024 | |||
18(c) - General Advice on Theory Topics | |||
Ethics - Which lectures to view ? - There are 2 sets below! - You may choose as per your own wish. | |||
Step 10A: Ethics - 2024 (Live Recordings of Weekend Classes) - Classes by Arzaan Sir | |||
Ethics_Standard_1 to 7 | |||
ETHICS & PROFESSIONAL STANDARDS - Introduction | |||
CFA_Ethics_Notes for Standards 1 & 2 | |||
Standard 1(A) - Revision | |||
Standard 1(B) - Guidance | |||
Standard 1(B) - Case Studies | |||
Standard 1(B) - Recommendations | |||
Standard 1(C) - Guidance | |||
Standard 1(C) - Guidance (Revision) | |||
Standard 1(C) - Case Study | |||
Standard 1(D) - Guidance | |||
Standard 1(D) - Case Study | |||
Standard 2(A) - Guidance | |||
Standard 2(A) - Case Study | |||
Standard 2(B) - Guidance & Case Study | |||
Standard 3A Loyalty Prudence and Care | |||
Standard 3B Fair Dealing | |||
Standard 3C Suitability | |||
Standard 3D Performance Presentation | |||
Standard 3E Preservasion fo Confidentiality | |||
Standard 4A Loyalty to Employers | |||
Standard 4B Additional Compensation Arrangements | |||
Standard 4C Responsibilities of Supervisors | |||
Standard 5A Diligence & Reasonable Basis | |||
Standard 5B Comunication with Client & Prospective Clients | |||
Standard 5C Record Retention | |||
Standard 6A Disclosure of Conflicts pt1 | |||
Standard 6A Disclosure of Conflicts pt2 | |||
Case Study 6A | |||
Standard 6B Priority of Transactions | |||
Case Study 6B pt1 | |||
Case Study 6B pt2 | |||
Standard 6C Referral Fees | |||
Case Study 6C | |||
Standard 7A Conduct as participants in CFA INstitute Programs | |||
Case Study 7A | |||
Standard 7B Reference to CFA Institute, CFA Designation, CFA Program | |||
Case Study 7B pt1 | |||
Case Study 7b pt 2 | |||
Global Investment Performance Standards (GIPS) | |||
Case Studies GIPS | |||
Standard 5(A) | |||
Standard 5(A) - Guidance and Recommended Procedures | |||
Standard 5(A) - Application | |||
SUBJECT 10B: Ethics 2024 (Classes by Karan Sir) -> Applicable for 2024 & 2025 as well. MUST WATCH for all. | |||
Ethics - Notes for all Standards | |||
L1_L2 - Ethics - Standard 1(a) | |||
Ethics Guidance | |||
L1_L2 - Ethics - Standard 1(b) Part1 | |||
L1_L2 - Ethics - Standard 1(b) Part2 | |||
L1_L2 - Ethics - Standard 1(b) Recommended Procedures | |||
L1_L2 - Ethics - Standard 1(b) Examples | |||
How to move ahead in Ethics | |||
Ethics - Summary 1(b) | |||
Ethics - Summary 1(c) | |||
Ethics - Summary II(A) | |||
Ethics - Summary II(B) | |||
Ethics - Summary III(A) 1 | |||
Ethics - Summary III(A) 2 | |||
Ethics - Summary III(B) 2 | |||
Ethics - Summary III(C) | |||
Ethics - Summary III(D) | |||
Ethics - Summary III(E) | |||
Ethics - Summary IV(A) | |||
Ethics - Summary V(A) | |||
Ethics - Summary V(A) - Part 2 | |||
Ethics - Summary V(B) | |||
Ethics - Summary V(C) - Part 1 | |||
Ethics - Summary V(C) - Part 2 | |||
6. Extra Cls - Ethics - Summary VII(A) | |||
8(a) - Extra Class - Ethics - Standard VII(b) | |||
Additional Lectures on Ethics | |||
Ethics - Std 1(c) - Mispresentation (1) | |||
Ethics - Std 1(c) - Mispresentation (2) | |||
Ethics - Std 1(d) - Misconduct | |||
Ethics - Std 2(a) - MNPI | |||
Ethics - Std 2(b) - Market Manipulation | |||
GIPS - Rishabh | |||
Ethics_GIPS_Final (With Hand-notes) | |||
R.Ethics.GIPS.01 - Basics (Need & Objective) | |||
R.Ethics.GIPS.02 - Parties Impacted | |||
R.Ethics.GIPS.03 - 8 Sections | |||
R.Ethics.GIPS.04 - Concept of Firm | |||
R.Ethics.GIPS.05 - Concept of Composites | |||
R.Ethics.GIPS.06 - Concept of Discretionary Portfolios | |||
R.Ethics.GIPS.07 - Concept of Verification | |||
R.Ethics.GIPS.08 - Summary | |||
Weekday Sessions / Additional Practice / CBOK Tracking / Questions | |||
Drive Link | |||
SUBJECT 11: CAREER / JOB Based Classes: This are Advanced Equity Sessions - I have taught VALUATIONS in great detail here. You would ideally pay more than Rs. 50K to view these classes. I have just explained it for your benefit here. DO NOT VIEW ANYTHING ELSE FOR YOUR JOB INTERVIEW! | |||
1(a) - Basics of Valuation - General Discussion - Good for concepts but please view if you have ample time only - Not meant to be viewed just before the exams | |||
1(b) - Basics of Valuation - Methods - Income, Comparable, Assets | |||
1(c) - Discussion on FCFF - 1 | |||
2(a) - Concept of FCFF - 2 | |||
2(b) - Concept of FCFF - 3 | |||
2(b2) - FCFF - Computation of FCFF from EBITDA, EBIT, CFO | |||
2(c) - Application of FCFF to Valuation | |||
3(a) - General Discussion incl Revisions | |||
3(b) - Asset Based Valuations - Applicability | |||
3(c) - Concept of WACC - Computation of Ke and Kd | |||
3(d) - Final Step in Valuation - Concept of Enterprise Value vs Equity Value | |||
_______________________________________________________________________________________________________________________DO NOT VIEW ANYTHING BELOW THIS --> BELOW CLASSES ARE OLD AND NOT RELEVANT FOR PREPARATION OF 2024 & 2025.________________________________________________________ | |||
Batch 39 - Sequentially | |||
FI - Basics | |||
Complete FI (except Credit Risk and Securitization | |||
FI.0101 - Basics | |||
FI.0102 - Origin of the Term Coupon | |||
FI.0102 - Types of Bond - Bullet Bond vs Amortizing Bond | |||
L.FI.0104 - Types of Bond - ZCB | |||
L.FI.0105 - Types of Bond - Bullet Bond vs Amortizing Bond (Partial and Full) vs ZCB | |||
L.FI.0106 - Types of Bond - Amortizing Bond - Partial and Full | |||
L.FI.0107 - Bond Pricing - Revision | |||
L.FI.0108a - Bond Pricing - Concpet of Periodicity _ Computation of YTM & PV in case of periodicity | |||
L.FI.0108b - Bond Pricing - Concpet of Periodicity _ Computation of YTM & PV in case of periodicity | |||
L.FI.0108c - Bond Pricing - Concpet of Periodicity _ Computation of YTM & PV in case of periodicity | |||
Spot Rate, Forward Rate, Par Rate, (AND its relation to YTM & Coupon) | |||
L.FI.0109 - Concept of Spot Rate | |||
L.FI.0110 - Spot Rate Curve vs YTM | |||
L.FI.0111 - Forward Rate Curve | |||
L.FI.0112 - Practice Questions on Spots and Forwards | |||
L.FI.0113 - Forward Rates (2) | |||
L.FI.0114 - Forward Rates - Practice Questions | |||
L.FI.0115 - Forward Rates - Final Result on Nomencleture | |||
L.FI.0118 - Tracking Schweser | |||
L.FI.0117 - Forward vs Spot vs YTM Curve | |||
L.FI.0116 - Forward Rates - Final Result - Computing the PV of a bond when Fwd Rates are given | |||
L.FI.0201 - Interest Rate Risk and Return - Holding the bond till HTM | |||
L.FI.0202 - Interest Rate Risk and Return - Holding the bond till HTM - Revision | |||
L.FI.0203 - Interest Rate Risk and Return - Holding the bond for less than HTM but YTM does not change - Revision | |||
L.FI.0204 - Interest Rate Risk and Return - Holding the bond for less than HTM - Price vs Reinvestment Risk | |||
L.FI.0205 - Interest Rate Risk and Return - Holding the bond for less than HTM - Short vs Long vs Mature | |||
L.FI.0206 - Interest Rate Risk and Return - Holding the bond for less than HTM - Introduction of Mac Duration | |||
L.FI.0207 - Interest Rate Risk and Return - Holding the bond for less than HTM - Short vs Long vs Mature - Practical Questions | |||
L.FI.0207b - Interest Rate Risk and Return - Holding the bond for less than HTM - Short vs Long vs Mature - Practical Questions2 | |||
L.FI.0208 - Interest Rate Risk and Return - Summary | |||
L.FI.0209 - Interest Rate Risk and Return - Computation of MacDuration | |||
L.FI.0210 - Interest Rate Risk and Return - MacDuration (Interpretation) and Concept of Duration Gap | |||
L.FI.0211 - Interest Rate Risk and Return - MacDuration - ZCB | |||
Interest Rate Risk - Schweser Test Series - 15 Questions | |||
L.FI.0212 - Interest Rate Risk and Return - Practice Questions of Schweser (1) | |||
L.FI.0213 - Interest Rate Risk and Return - Practice Questions of Schweser (2) | |||
L.FI.0213b - Interest Rate Risk and Return - Practice Questions of Schweser (2b) | |||
L.FI.0213c - Interest Rate Risk and Return - Practice Questions of Schweser (3) - Clarification | |||
L.FI.0301 - Yield-Based Bond Duration Measures - Modified Duration and Convexity | |||
L.FI.0302 - Yield-Based Bond Duration Measures - Approximate Modified Duration | |||
L.FI.0303 - Yield-Based Bond Duration Measures - Computation of Convexity | |||
L.FI.0304 - Yield-Based Bond Duration Measures - Approximate Convexity (Practical Case Study) | |||
L.FI.0305 - Yield-Based Bond Duration Measures - Impact of Int Rate Change due to Duration and Convexity | |||
L.FI.0306 - Yield-Based Bond Duration Measures - Impact of Int Rate Change due to Duration and Convexity - Case Study | |||
L.FI.0307 - Yield-Based Bond Duration Measures - Tracking Schweser | |||
L.FI.0401 - Curve-Based Bond Duration Measures - Effective Duration | |||
L.FI.0402 - Curve-Based Bond Duration Measures - Bonds with Embedded Options | |||
L.FI.0403 - Curve-Based Bond Duration Measures - Practical Questions from Schweser QBank | |||
L.FI.0404 - Curve-Based Bond Duration Measures - Key Rate Duration | |||
L.FI.0405 - Curve-Based Bond Duration Measures - Key Rate Duration - Practical Case Study from Schweser | |||
L.FI.0501 - Credit Risk - Basics | |||
L.FI.0502 - Credit Risk - Measuring Credit Risk | |||
L.FI.0503 - Credit Risk - Sources of Repayment | |||
L.FI.0504 - Credit Risk - Illiquidity vs Insolvency | |||
L.FI.0505 - Credit Risk - Tracking Schweser - Misc Topics (Credit Ratings,) | |||
HOMEWORK: | |||
HW.1. FI - Basics - Types of Bonds_FRN | |||
HW.2. | |||
HW 3 | |||
FI Practical - 2023 - Old | |||
37(a) - FI - FI Valuation (1) - Basics (Par, Premium & Discount Bonds) | |||
37(b) - FI - FI Valuation (2) - YTM Assumptions | |||
37(c) - FI - FI Valuation (3) - Inverse Effect & Convexity Effect | |||
37(d) - FI - FI Valuation (4) - Coupon Effect & Maturity Effect with Exceptions & questions | |||
37(e) - FI - FI Valuation (5) - Amortization on Premium & Discount Bonds | |||
37(f) - FI - FI Valuation (6) - Amortization on Premium & Discount Bonds(2) | |||
37(g) - FI - FI Valuation (7) - Spot Rates (1) | |||
37(h) - FI - FI Valuation (8) - Spot Rates (2) | |||
37(i) - FI - FI Valuation (9) - Spot Rates (3) & Fwd Rate | |||
38(a) - FI - FI Valuation (10) - Par Rates | |||
38(b) - FI - FI Risk & Return (1) - Case A&B | |||
38(c) - FI - FI Risk & Return (2) - Case C | |||
38(d) - FI - FI Risk & Return (3) - Case D&E | |||
38(e) - FI - FI Risk & Return (4) - Duration & Convexity - Basics | |||
38(f) - Mac Duration, Modified Duration (1) | |||
39(a) - KRD | |||
39(b) - Duration - Interest Rate Risk | |||
39(c) - Embedded Options | |||
39(d) - Embedded Options(1) | |||
39(e) - Portfolio Duration | |||
39(f) - Term Structure of Yield Volatility | |||
39(g) - Investment Horizon | |||
39(h) - Change in Spread | |||
Advice for Job-Switch | |||
FI - FI Valuation - Yield Spreads | |||
37(a) - FI - FI Valuation (1) - Basics (Par, Premium & Discount Bonds) | |||
37(b) - FI - FI Valuation (2) - YTM Assumptions | |||
37(c) - FI - FI Valuation (3) - Inverse Effect & Convexity Effect | |||
37(d) - FI - FI Valuation (4) - Coupon Effect & Maturity Effect with Exceptions & questions | |||
37(e) - FI - FI Valuation (5) - Amortization on Premium & Discount Bonds | |||
37(f) - FI - FI Valuation (6) - Amortization on Premium & Discount Bonds(2) | |||
37(g) - FI - FI Valuation (7) - Spot Rates (1) | |||
37(h) - FI - FI Valuation (8) - Spot Rates (2) | |||
37(i) - FI - FI Valuation (9) - Spot Rates (3) & Fwd Rate | |||
38(a) - FI - FI Valuation (10) - Par Rates | |||
38(b) - FI - FI Risk & Return (1) - Case A&B | |||
38(c) - FI - FI Risk & Return (2) - Case C | |||
38(d) - FI - FI Risk & Return (3) - Case D&E | |||
38(e) - FI - FI Risk & Return (4) - Duration & Convexity - Basics | |||
38(f) - Mac Duration, Modified Duration (1) | |||
39(a) - KRD | |||
39(b) - Duration - Interest Rate Risk | |||
39(c) - Embedded Options | |||
39(d) - Embedded Options(1) | |||
39(e) - Portfolio Duration | |||
39(f) - Term Structure of Yield Volatility | |||
39(g) - Investment Horizon | |||
39(h) - Change in Spread | |||
FI - FI Valuation - Yield Spreads | |||
REMOVE (for RISHABH): IRRELEVANT for 2025 - 2026: Old Videos Section --> This section contains old 2022 and 2023 videos but most of the videos are still relevant as the course has not changed. I may refer you back to this section as per requirement. | |||
1a. Basics_Leverage | |||
2(a) - Basics - TVM (Compounding & Discounting) | |||
2(b) - Basics - TVM (Compounding & Discounting) | |||
3(a) - Basics - TVM (Compounding & Discounting) Queries | |||
3(b) - Basics - Accounts Flow | |||
3(c) - Basics - Accounts Flow | |||
4(a) - Basics - Accounts Flow (3) | |||
4(b) - Basics - Accounts Flow (4) | |||
4(c) - Corp Issuers - Capital Investments (1) | |||
4(d) - Corp Issuers - Capital Investments (2) | |||
4(e) - Corp Issuers - Capital Investments (3) | |||
General Discussion about Prep for L1 (incl. Ethics Preparation) | |||
5(a) - Corp Issuers - Capital Investments (4) | |||
5(b) - Corp Issuers - Capital Investments (5) | |||
5 (c) - Basic - Accounts Flow (Discussion on Cash Flow) - Not related to Capital Investments | |||
6(a1) - Assignment for Home | |||
6(a2) - Cost of Capital (1) | |||
6(b) - Cost of Capital (2) | |||
6(c) - Cost of Capital (3) | |||
6(d) - EOC Question 14 - Capital Investment | |||
6(e) - Bonus Class Question - Capital Investment | |||
7(a) - Corp Issuers - CoC (4) | |||
7(b) - Corp Issuers - Working Capital & Liquitidity (1) | |||
7(c) - Corp Issuers - Working Capital & Liquitidity (2) | |||
7(d) - Corp Issuers - Working Capital & Liquitidity (3) - Insights on EC (outside Exam scope) | |||
7(e) - Basics - Accounts Flow (5) - Discussion on Cash Flow - FCFF&FCFE Continued from Cls 5(c) | |||
7(f) - Basics - Accounts Flow (6) - Discussion on Cash Flow | |||
8(a) - Corp Issuers - Leverage - Complete Discussion | |||
8(b) - Corp Issuers - Capital Structure (1) | |||
8(c) - Corp Issuers - Capital Structure (2) | |||
9(a) - Corp Issuers - Capital Structure (3) | |||
9(b) - Basics - Valuation & Discussion on Growth & Du-Pont | |||
10 - Advice for Students | |||
10(a) - Corp Issuers - Corporate Structure | |||
10(b) - Equity - Equity Valuation (1) | |||
11(a) - Equity - Equity Valuation (2) | |||
11(b) - Equity - Equity Valuation (3) | |||
12(a) - Equity - Equity Valuation (4) | |||
12(b) - Corp. Issuers - ESG (1) | |||
13(a) - Corp. Issuers - ESG (2) | |||
13(b) - Corp. Issuers - ESG (3) | |||
13(c) - Equity - Security Market Indices (1) | |||
14(a) - Equity - Overview of Equity Securities (1) | |||
14(b) - Equity - Overview of Equity Securities (2) & Market Org & Structure (1) | |||
15(a) - Equity - Market Org & Structure (2) | |||
15(b) - Equity - Market Org & Structure (3) | |||
15(c) - Equity - Market Org & Structure (4) | |||
15(d) - Equity - Market Org & Structure (5) | |||
15(e) - Equity - Market Efficiency | |||
16(a) - FSA - CFS (1) | |||
16(b) - FSA - CFS (2) | |||
17(a) - FSA - CFS (3) | |||
17(b) - FSA - CFS (4) | |||
17(c) - FSA - CFS (5) | |||
17(d) - FSA - Fin. Analysis Technique | |||
18(a) - FSA - Income Statement (1) | |||
18(b) - FSA - Income Statement (2) | |||
18(c) - FSA - Income Statement (3) | |||
18(d) - FSA - Income Statement (4) | |||
18(e) - FSA - Income Statement (5) | |||
19(a) - FSA - Income Statement (6) | |||
19(b) - FSA - Income Statement (7) | |||
19(c) - FSA - Long Lived Assets (1) | |||
20(a) - FSA - Long Lived Assets (2) | |||
20(b) - FSA - Long Lived Assets (3) | |||
20(c) - FSA - Non Current Liabilities (1) | |||
21(a) - FSA - Non Current Liabilities (2) - Bonds | |||
21(b) - FSA - Non Current Liabilities (3) - Bonds | |||
21(c) - FSA - Non Current Liabilities (3) - Leases | |||
22(a) - FSA - Non Current Liabilities (4) - Leases - Revision of Last Class | |||
22(b) - FSA - Non Current Liabilities (4) - Leases - Computation & Accounting | |||
23(a) - FSA - Non Current Liabilities - Leases (5) | |||
23(b) - FSA - Non Current Liabilities - Leases (6) | |||
23(c) - FSA - Non Current Liabilities - Leases (7) | |||
22(c) - FSA - Inventory (1) | |||
23(d) - FSA - Inventory (2) | |||
Important Advice for Exams | |||
Subject-wise Plannning for CFA Exams | |||
24(a) - FSA - Non Current Liabilities - Pension | |||
24(b) - FSA - Income Taxes (1) | |||
24(b) - FSA - Income Taxes (2) | |||
24(b) - FSA - Income Taxes (3) | |||
25(a) - Quants - Intro | |||
25(b) - Quants - Learning Module 2 - Data (1) | |||
25(c) - Quants - Learning Module 2 - Data (2) | |||
25(d) - Quants - Learning Module 2 - Data (3) | |||
25(e) - Quants - Learning Module 2 - Data (4) | |||
25(f) - Quants - Learning Module 2 - Data (5) | |||
26(a) - Quants - LM3 - Probability (1) | |||
26(b) - Quants - LM3 - Probability (2) | |||
26(c) - Quants - LM3 - Probability (3) | |||
26(d) - Quants - LM(4) - Basics of Normal Distribution | |||
27(a) - Common Probability Distn (1) - continuing with Normal Distn from last cls | |||
27(b) - Common Probability Distn (2) | |||
27(c) - Common Probability Distn (3) | |||
27(d) - Common Probability Distn (4) | |||
27(e) - Common Probability Distn (5) | |||
27(f) - Common Probability Distn (6) - SFR | |||
27(g) - Common Probability Distn (7) - SFR Question | |||
27(h) - Common Probability Distn (8) | |||
28(a) - Common Probability Distn (9) | |||
28(b) - Common Probability Distn (10) | |||
28(c) - Common Probability Distn (11) ; Sampling & Estimation (1) | |||
29(a) - Hypothesis Testing (1) - Test of Means | |||
29(b) - Hypothesis Testing (2) - Test of Means | |||
29(c). Hypothesis Testing (3) - Test of Means - 1 Tailed test | |||
29(d) Hypothesis Testing (4) - Test of Differences of Mean & Paired Comparison Test | |||
30(a) - Hypotheseis Testing (5) - Test of Correlation (1) | |||
30(b) - Hypotheseis Testing (6) - Test of Correlation (2) | |||
30(c) - Hypotheseis Testing (7) - Test of Independence | |||
30(d) - Hypotheseis Testing (8) - Variance Test - Chi Squared | |||
30(e) - Hypotheseis Testing (9) - Variance Test - F Test | |||
30(f) - Hypotheseis Testing (10) - Variance Test - F Test - Comment | |||
30(g) - Hypotheseis Testing (11) - P Values | |||
Advice for Job-Switch | |||
31(a) - PF - Basics | |||
31(b) - PF - PF Risk & Return 1 (1) | |||
31(c) - PF - PF Risk & Return 1 (2) | |||
31(d) - PF - PF Risk & Return 1 (3) - Modern Portfolio Theory | |||
32(a) - PF - PF Risk & Return 2 (1) - Modern Portfolio Theory (2) | |||
32(b) - PF - BB Examples on PF Risk & Return 1 | |||
32(c) - PF - BB Examples on PF Risk & Return 1 (Part2) | |||
32(d) - PF - BB Examples on PF Risk & Return 1 (Part3) | |||
33(a) - PF - Behavioral Finance (1) | |||
33(b) - PF - Behavioral Finance (2) - Conservatism & Confirmation Bias | |||
33(c) - PF - Behavioral Finance (3) - Representative Bias | |||
33(d) - PF - Behavioral Finance (4) - Illusion of Control Bias & Hindsight Bias | |||
33(e) - PF - Behavioral Finance (5) - Information Processing Errors - Anchoring & Mental Accounting Bias | |||
33(f) - PF - Behavioral Finance (6) - Information Processing Errors - Framing & Availability Bias | |||
33(g) - PF - Behavioral Finance (7) - Emotional Biases - Framing & Availability Bias | |||
33(h) - PF - Behavioral Finance (8) - Emotional Biases - Self Control Bias, Status Quo Bias, Endowment Bias & Regret Aversion Bias | |||
33(i) - PF - Behavioral Finance (9) - Balance Topics | |||
33(j) - PF - PF Management Process | |||
34(a) - PF - Basics of Portfolio Planning & Construction (1) | |||
34(b) - PF - Basics of Portfolio Planning & Construction (2) | |||
34(c) - PF - Basics of Portfolio Planning & Construction (3) | |||
34(d) - PF - Introduction to Risk Management | |||
How to complete a subject from Exam Perspective - Must Watch | |||
35(a) - Alt - 1 | |||
35(b) - Alt - 2 | |||
35(c) - Alt - 3 | |||
35(d) - Alt - 4 | |||
36(a) - Alt - 5 | |||
36(b) - Alt - 6 | |||
36(c) - Alt - 7 - FoF | |||
36(d) - Alt - 8 | |||
36(e) - Alt - 9 - Performance Appraisal | |||
36(f) - Alt - 10 - Learning Module 3 begins | |||
36(g) - Alt - 11 | |||
36(h) - Alt - 12 | |||
36(i) - Alt - 13 - Commodity | |||
36(j) - Alt - 13 - Infrastructure | |||
36(k) - Alt - 14 - Real Estate | |||
37(a) - FI - FI Valuation (1) - Basics (Par, Premium & Discount Bonds) | |||
37(b) - FI - FI Valuation (2) - YTM Assumptions | |||
37(c) - FI - FI Valuation (3) - Inverse Effect & Convexity Effect | |||
37(d) - FI - FI Valuation (4) - Coupon Effect & Maturity Effect with Exceptions & questions | |||
37(e) - FI - FI Valuation (5) - Amortization on Premium & Discount Bonds | |||
37(f) - FI - FI Valuation (6) - Amortization on Premium & Discount Bonds(2) | |||
37(g) - FI - FI Valuation (7) - Spot Rates (1) | |||
37(h) - FI - FI Valuation (8) - Spot Rates (2) | |||
37(i) - FI - FI Valuation (9) - Spot Rates (3) & Fwd Rate | |||
38(a) - FI - FI Valuation (10) - Par Rates | |||
38(b) - FI - FI Risk & Return (1) - Case A&B | |||
38(c) - FI - FI Risk & Return (2) - Case C | |||
38(d) - FI - FI Risk & Return (3) - Case D&E | |||
38(e) - FI - FI Risk & Return (4) - Duration & Convexity - Basics | |||
38(f) - Mac Duration, Modified Duration (1) | |||
39(a) - KRD | |||
39(b) - Duration - Interest Rate Risk | |||
39(c) - Embedded Options | |||
39(d) - Embedded Options(1) | |||
39(e) - Portfolio Duration | |||
39(f) - Term Structure of Yield Volatility | |||
39(g) - Investment Horizon | |||
39(h) - Change in Spread | |||
Old Notes Section - This section contains old 2022 and 2023 notes but most of the notes are still relevant as the course has not changed. I may refer you back to this section as per requirement, if and when required. | |||
L1 - Corp Issuers - Capital Investments | |||
L1 - Corp. Issuers - Cost of Capital | |||
L1 - Corp Issuers - Working Capital & Liquidity | |||
L1 - Corp Issuers - Leverage | |||
L1 - Corp Issuers - Capital Structure | |||
Ethics | |||
L1 - Corp Issuers - Corporate Structure | |||
L1 - Equity - Equity Valuation - Updated | |||
L1 - Corp Issuers - Corp. Governance & ESG Considerations | |||
L1 - Equity - Security Market Indices | |||
L1 - Equity - Overview of Equity Securities | |||
L1 - Equity - Market Organization & Structure | |||
L1 - Equity - Market Organization & Structure - 2 | |||
L1 - Equity - Market Efficiency | |||
L1 - FSA - Cash Flow Statement | |||
L1 - FSA - Financial Analysis Technique | |||
L1 - FSA - Income Statement | |||
L1 - FSA - Long Lived Assets (1) | |||
L1 - FSA - Long Lived Assets - Consol | |||
L1 - FSA - Non Current Liability (1) | |||
L1 - FSA - Inventory | |||
Leases - Summary | |||
L1- FSA - Income Taxes | |||
L1 - Quant - Data (Learning Module 2) | |||
L1 - Quant - Hypothesis - (1) | |||
L1 - PF - PF Risk & Return 1 | |||
L1 - PF - PF Risk & Return 2 | |||
L1 - PF - Behavioural Finance | |||
L1 - PF - PF Management Overview | |||
L1 - Alt | |||
L1 - FI - Fixed-Income Valuation(Part1) | |||
L1 - FI - Fixed-Income Risk & Return(1) | |||
L1 - FI - Fixed-Income Risk & Return (2) | |||
L1 - FI - Fixed-Income Valuation | |||
L1 - Corp Issuers - Business Model | |||
L1 - Derivatives - LM1 | |||
L1 - Derivatives - LM5 | |||
FI - 2024 - Theory Section (OLD) | |||
L1 - FI - Fixed-Income - Defining Elements (with cls notes) | |||
1. L1 - FI - Defining Elements (1) - Basic Features | |||
2. L1 - FI - Defining Elements (2) - Yield Measures | |||
3. L1 - FI - Defining Elements (3) - Trust Deed or Bond Indentures | |||
4. L1 - FI - Defining Elements (4) - Taxation of Bond Income | |||
5. L1 - FI - Defining Elements (5) - Types of Bonds (Eurobonds etc.) | |||
6. L1 - FI - Defining Elements (6) - Payment Repayment Structure (1) | |||
7. L1 - FI - Defining Elements (7) - Payment Repayment Structure (2) - Sinking Fund Arrangement | |||
8. L1 - FI - Defining Elements (8) - Coupon Payment Structure (1) - FRN or Floater | |||
9. L1 - FI - Defining Elements (9) - Coupon Payment Structure (2) | |||
10. L1 - FI - Defining Elements (10) - Coupon Payment Structure (3) | |||
11. L1 - FI - Defining Elements (11) - Callable VS Putable Bonds (1) - Callable | |||
12. L1 - FI - Defining Elements (12) - Callable VS Putable Bonds (2) - Putable | |||
13. L1 - FI - Defining Elements (13) - Convertible Bonds (1) - Convertible Bonds | |||
14. L1 - FI - Defining Elements (14) - Convertible Bonds (2) - Warrants | |||
15. L1 - FI - Defining Elements (15) - Convertible Bonds (3) - CoCo | |||
L1 - FI - Fixed-Income - Issuance, Trading & Funding | |||
1. FI - Issuance, Trading & Funding (1) - Classification of Fixed Income Mkt (1) | |||
2. FI - Issuance, Trading & Funding (2) - Classification of Fixed Income Mkt (2) | |||
3. FI - Issuance, Trading & Funding (3) - Interbank offer rate as Reference Rate | |||
9. FI - Issuance, Trading & Funding (9) -Corporate Bonds | |||
4. FI - Issuance, Trading & Funding (4) - Primary Markets (1) | |||
5. FI - Issuance, Trading & Funding (5) - Primary Markets (2) | |||
6. FI - Issuance, Trading & Funding (6) - Secondary Markets (1) | |||
7. FI - Issuance, Trading & Funding (7) -Structured Financial Instrumentss | |||
8. FI - Issuance, Trading & Funding (8) -Sovereign Bonds | |||
10. FI - Issuance, Trading & Funding (10) -Short Term Funding Sources for Banks | |||
11. FI - Issuance, Trading & Funding (11) -Repurchase vs Reverse Repurchase Agreements | |||
L1 - FI - Fixed-Income Valuation - Asset Backed Securities | |||
FI - FI Valuation - Yield Spreads | |||
CBOK: LM 17, 18, 19 or Schweser: Reading 65, 66, 67 (for 2025) | |||
1. Topic: Securitization (LM17 CBOK or Reading 65 Schweser) - (Old Name: L1 - FI - LM4 - ABS (1) (First 3 LOS)) | |||
2. Characteristics of Mortgage Loans | |||
3. RMBS - Non Agency | |||
4. RMBS - Agency & Mortgage Pass Through Sec | |||
5. Prepayment Risk - PSA - CPR - SMM | |||
6. L1 - FI - LM4 - ABS (6) (Los f - CMO) | |||
7. L1 - FI - LM4 - ABS (7) (Los g - CMBS) | |||
8. L1 - FI - LM4 - ABS (8) (Los i - CDOs) | |||
9. L1 - FI - LM4 - ABS (9) (Los j - Covered Bonds) | |||
TESTS | |||
L1 - Test 3 - Quants | |||
Solution Sheet | |||
Test 4 - Derivatives | |||
Derivatives Test 4- Solution | |||
Test - Quants (Topic 1 & 3) - Questions - 13042025 | |||
response_name | |||
Alternatives | |||
Private Equity - Introduction | |||
Alt - Private Equity - Exit Routes | |||
Alternatives - Characteristics of Real Estates | |||
Alternatives - Discussion on Real Estate Types & CDOs & Basics of CDS | |||
Miscellaneous Additions from all topics | |||
5. L1 - FI - Defining Elements (5) - Types of Bonds (Eurobonds etc.) | |||
6. L1 - FI - Defining Elements (6) - Payment Repayment Structure (1) | |||
7. L1 - FI - Defining Elements (7) - Payment Repayment Structure (2) - Sinking Fund Arrangement | |||
8. L1 - FI - Defining Elements (8) - Coupon Payment Structure (1) - FRN or Floater | |||
9. L1 - FI - Defining Elements (9) - Coupon Payment Structure (2) | |||
10. L1 - FI - Defining Elements (10) - Coupon Payment Structure (3) | |||
11. L1 - FI - Defining Elements (11) - Callable VS Putable Bonds (1) - Callable | |||
12. L1 - FI - Defining Elements (12) - Callable VS Putable Bonds (1) - Putable | |||
13. L1 - FI - Defining Elements (13) - Convertible Bonds (1) - Convertible Bonds | |||
14. L1 - FI - Defining Elements (14) - Convertible Bonds (2) - Warrants | |||
15. L1 - FI - Defining Elements (15) - Convertible Bonds (3) - CoCo | |||
L1 - FI - Fixed-Income Valuation - Asset Backed Securities | |||
1. L1 - FI - LM4 - ABS (1) (First 3 LOS) | |||
2. L1 - FI - LM4 - ABS (2) (Los d - Characteristics of Mortgage Loans) | |||
3. L1 - FI - LM4 - ABS (3) (Los e.1 - RMBS - Non Agency) | |||
4. L1 - FI - LM4 - ABS (4) (Los e.1 - RMBS - Agency & Mortgage Pass Through Sec) | |||
5. L1 - FI - LM4 - ABS (5) (Los f - Prepayment Risk - PSA - CPR - SMM) | |||
6. L1 - FI - LM4 - ABS (6) (Los f - CMO) | |||
7. L1 - FI - LM4 - ABS (7) (Los g - CMBS) | |||
8. L1 - FI - LM4 - ABS (8) (Los i - CDOs) | |||
9. L1 - FI - LM4 - ABS (9) (Los j - Covered Bonds) | |||
L1 - FI - Fixed-Income Valuation - Asset Backed Securities | |||
L1 - Eco - Market Structure (5) - Oligopoly - 1 | |||
L1 - Eco - Market Structure (7) - Oligopoly - 3 | |||
L1 - Test1 - 09042023 | |||
2023 | |||
Basics - L1 - 2023 Batch | |||
L1 - CFS - Excel FIle | |||
L1 - Test1 - 09042023 | |||
Response to CFA L1 Test-1 | |||
L1 Test (2) - 08072023 | |||
L1 Test (3) - 09072023 | |||
L1 Test (4) - 15072023 - Fixed Income | |||
L1 Test (5) - 25072023 | |||
L1 Test (5) - 25072023 - Solution | |||
L1 Test (5) - 25072023 - Answers | |||
L1 Test (6) - 27072023 | |||
L1 Test (6) - 27072023 - Answers | |||
L1 Test (7) - 28072023 | |||
L1 Test (7) - 28072023 - Answers | |||
L1 Test (8) - 01082023 - Quants 2 | |||
L1 Test (8) - 01082023 - Solutions | |||
L1 Test (9) - 03082023 - Alt | |||
L1 Test (9) - 03082023 - Answers | |||
Revisions - Eco (2023) | |||
LM1 - Demand & Supply | |||
L1 - Eco - Demand Analysis_Revision Video 1,2,3 | |||
1. Own Price Elasticity of Demand | |||
2. Cross Elasticity & Income Elasticity of Demand | |||
3. Substitution Effect & Income Effect | |||
LM8 - Currnecy | |||
Eco - LM8 - Currency (1) - Practical Part (1) - Basics | |||
Eco - LM8 - Currency (2) - Practical (2) - Forward Rates | |||
Equity - 2024 (Relevant for YR. 2024 and 2025 but if you want to see the Equity videos in the latest Batch - please watch the above folder.) | |||
Valuation | |||
L1 - Equity - Equity Valuation - Updated - 2024 | |||
18(d) - Equity - Begins - Discussion on Type of Funds - Ignore for Exam day | |||
18(e) - Equity - EQUITY VALUATION (1) - Basics - Methods(3) - General Discussion | |||
18(f) - Equity - EQUITY VALUATION (2) - DCF(1) | |||
19(b) - Not for Exam - Advice for Students on Exam | |||
19(c) - Equity - Equity Valuation (3) - DCF (2) - Discussion on HW Questions | |||
19(d) - Equity - Equity Valuation (3) - Concept of Growth , Start of Fundamental Based Multiples Approach at 46:30 | |||
19(e) - Equity - Equity Valuation (4) - Relative Valuation (1) | |||
19(f) - Equity - Equity Valuation (5) - Relative Valuation (2) | |||
20(a) - Equity - Equity Valuation (6) - Relative Valuation (3) - EV-EBITDA Approach | |||
20(b) - Equity - Equity Valuation (7) - Assets Based Approach (1) | |||
20(c) - Equity - Equity Valuation (8) - Summary - Assets Based Approach (2) & EV-EBITDA Approach | |||
20(d) - Equity - Equity Valuation (9) - Dividend - Types | |||
20(e) - Equity - Equity Valuation (10) - Dividend - Chronology | |||
21(a) - Equity - Company Analysis Forecasting (1) | |||
21(b) - Equity - Company Analysis Forecasting (2) | |||
21(c) - Equity - Company Analysis Forecasting (3) | |||
Security Market Indices | |||
L1 - Equity - Security Market Indices | |||
22(a) - Equity - Update | |||
22(b) - Equity - Security Market Indices - Concept of Return | |||
22(c) - Equity - Security Market Indices - Weighting Schemes (1) | |||
22(d) - Equity - Security Market Indices - Weighting Schemes (2) | |||
22(e) - Equity - Security Market Indices - Balance Portion (Equity Indices, FI Indices, etc...) | |||
22(f) - Equity - Security Market Indices - An Additional Point | |||
22(f2) - Equity - Security Market Indices - Fundamental Weighting Scheme | |||
22(g) - Equity - Co Analysis (Past and Present) - Research Report - Components | |||
22(h) - Equity - Co Analysis (Past and Present) - Pricing Power | |||
22(i) - Equity - Co Analysis (Past and Present) - Equity Course Update | |||
General Discussion | |||
L1 - Equity - Market Efficiency | |||
HW - Equity - Market Efficiency | |||
L1 - Equity - Overview of Equity Securities | |||
HW - Equity - Overview of Equity Securities (1) | |||
HW - Equity - Overview of Equity Securities (2) & Market Org & Structure (1) | |||
HW - Equity - Market Org & Structure (2) | |||
HW - Equity - Market Org & Structure (3) | |||
HW - Equity - Market Org & Structure (4) | |||
HW - Equity - Market Org & Structure (5) | |||
Equity - Concept of FCFF | |||
Equity - Computation of FCFF from EBIT EBITDA & CFO and Computation of FCFE | |||
Test 2024 | |||
Quant | |||
Equity | |||
Corp Issuers | |||
Economics - 2023 (Old Videos) - Ignore for 2024 / 2025 Prep | |||
L1 - Eco - Demand & Supply Concepts (1) - Price Elasticity | |||
L1 - Eco - Demand & Supply Concepts (2) - Income Elasticity | |||
L1 - Eco - Demand & Supply Concepts (3) - Income Effect & Substitution Effect | |||
L1 - Eco - Demand & Supply Concepts (4) - Conceptual Understanding of Perfect Elasticity & Interpretation | |||
L1 - Eco - Demand & Supply Concepts (5) - Diminishing Marginal Utility (1) | |||
L1 - Eco - Demand & Supply Concepts (6) - Diminishing Marginal Utility (2) | |||
L1 - Eco - Demand & Supply Concepts (7) - Concepts moving to Learning Module (2) of Eco. - Market Structure (1) | |||
L1 - Eco - Market Structure (2) - Monopoly (1) | |||
L1 - Eco - Market Structure (3) - Monopoly (2) | |||
L1 - Eco - Market Structure (4) - Monopoly (3) | |||
L1 - Eco - Market Structure (5) - Oligopoly - 1 | |||
L1 - Eco - Market Structure (7) - Oligopoly - 3 | |||
L1 - Eco - Monetory Policy (1) | |||
12. L1 - Eco - Monetory Policy (2) | |||
12(a). L1 - Eco - Monetory Policy (2a) - Inflation and Interest Rate Targeting | |||
12(b). L1 - Eco - Monetory Policy (2b) - Exchange Rate Targeting | |||
13. L1 - Eco - Fiscal Policy (3) | |||
L1 - Eco - Currency (1) | |||
L1 - Eco - Currency (2) | |||
L1 - Eco - Currency (3) | |||
1. Eco - LM3 - GDP (Expenditure & Income Approach) | |||
2. Eco - LM3 - Sum of Value Added vs Value of FInal Output | |||
3. Eco - LM3 - Nominal vs Real GDP | |||
4. Eco - LM3 - GDP vs National Income | |||
5. Eco - LM3 - Personal Income vs Personal Disposal Income ; Relation between s,i,fiscal & trade balance | |||
6. Eco - LM3 - Aggregate Demand Curve | |||
7. Eco - LM3 - Aggregate Supply Curve | |||
8. Eco - LM3 - Shifts in Demand Curve (Inflationary or Recessionary Gap) | |||
9. Eco - LM3 - Stagflation | |||
10. Eco - LM3 - Increase in Aggregate Supply | |||
11. Eco - LM3 - Production Function | |||
L1 - Eco - International Trade & Capital Flows | |||
1. L1 - Eco - LM7 - International Trade - GDP vs GNP | |||
2. L1 - Eco - LM7 - International Trade - Benefits vs Costs of International Trade | |||
3. L1 - Eco - LM7 - International Trade - Absolute Advantage vs Comparative Advantage | |||
4(a). L1 - Eco - LM7 - International Trade - Trade Restrcitions (1) | |||
4(b). L1 - Eco - LM7 - International Trade - Trade Restrcitions (2) | |||
4(c). L1 - Eco - LM7 - International Trade - Trade Restrcitions (3) | |||
5. L1 - Eco - LM7 - RTAs Trade Blocs | |||
6. L1 - Eco - LM7 - Capital Restrictions imposed by the Govt. | |||
7. L1 - Eco - LM7 - Ricardian vs HO Model | |||
8. L1 - Eco - LM7 - BOP(1) | |||
9. L1 - Eco - LM7 - BOP(2) | |||
10. L1 - Eco - LM7 - BOP(3) | |||
11. L1 - Eco - LM7 - BOP(4) & Effects on BoP | |||
12. L1 - Eco - LM7 - Functions of IMF and WTO | |||
L1 - Eco - International Trade & Capital Flows | |||
L1 Test / L1 MOCKS - 2025/2026 | |||
Economics | |||
Fiscal Policy | |||
Fiscal policy - Answers | |||
Monetary Policy | |||
Monetary Policy - Answers | |||
International Trade | |||
International Trade - Answers | |||
Understanding Business Cycles | |||
Understanding Business Cycles - Answers | |||
Quants | |||
FSA | |||
Test 1: Analysis of Long -Term Assets | |||
Test 1: Analysis of Long -Term Assets_Answers | |||
Test 2: Analysing Income Statements | |||
Test 2: Analysing Income Statements - Answers | |||
Income Statements - EPS | |||
FSA - Test 3_Income Statements, Income Statement, Du Pont etc. | |||
Test 5 - NCL & CFS | |||
Test 6 - NCL (Leases) | |||
Test 7 - Inventory | |||
Test 7 - Inventory - Answers | |||
Test 8 - FRQ | |||
Test 8 - FRQ - 15 questions - Answers | |||
L1 - FSA Test - Full - v1 - 22092024 - Questions | |||
L1 - FSA Test - Full - v1 - 22092024 - Answers | |||
Corp Issuers | |||
Test 1 - Organizational forms | |||
Test 1 - Organizational forms - Answers | |||
Test 3 - Working Capital | |||
Test 3 - Working Capital - Answers | |||
Test 4 - Capital Structure | |||
DERIVATIVES | |||
TEST 1_Derivative Markets and Instruments | |||
TEST 2_Basics of Derivative Pricing and Valuation I | |||
TEST 3_Basics of Derivative Pricing and Valuation II | |||
TEST 1_Derivative Markets and Instruments - ANSWERS | |||
TEST 2_Basics of Derivative Pricing and Valuation I - ANSWERS | |||
TEST 3_Basics of Derivative Pricing and Valuation II - ANSWERS | |||
SMALL OCKS --> EQUITY + CORP + QUANTS 1 | |||
Test 1_10012025_SMALL OCKS_ EQUITY_ CORP_QUANTS | |||
Test 1_10012025_SMALL OCKS_ EQUITY_ CORP_QUANTS (Solutions) | |||
QUANTS | |||
Doubts Session |
After successful purchase, this item would be added to your courses.
You can access your courses after successfully logging in through any Web browser.
WARNING : The Student will be liable for any -
The student will have to indemnify The Wallstreet School for the loss sustained.
To Safeguard, we have watermarked each and every video with OTP verified phone number to verify the Student's identity.
NOTE : Following access restrictions are applicable due to security reasons -
- You can login to the portal through 1 web browser and 1 Mobile Application (Android or IOS)
- You'll have to contact our support to change the devices once you have logged in. So make sure to purchase the course when you're on an appropriate device