Learn preferred stock valuation, key formulas, sustainable growth rate, ROE breakdown, Du-Pont analysis, CAPM & Beta ++
Get instant access to Equity Investments workbook, follow along, and keep for reference
What you’ll learn
- Introduction to CFA Level 2 Exam Topic Area ‘Equity Investments’.
- Preferred Stock Valuation using the perpetuity formula.
- Common Stock Valuation using the Gordon Growth Model (GGM).
- Learn the formulas for Justified/Intrinsic/Theoretical P/E, P/B, P/S, P/CF, D/P multiples.
- Sustainable Growth Rate (SGR) formula and its importance.
- ROE Breakdown using Du-Pont Analysis (3-Step and 5-Step).
- CAPM, Fama-French, Pastor-Stambaugh, Carhart Models to calculate Required Rate of Return on Equity.
- Beta formula using covariance and correlation.
Course Content
- Introduction –> 6 lectures • 29min.
- [Optional] Frequently Asked Questions About Jhan’s CFA Online Courses –> 6 lectures • 3min.
- Equity 1: Introduction –> 1 lecture • 1min.
- Equity 2: Vital Formulas – Justified P/E, P/S, P/C, Sustainable Growth Rate –> 7 lectures • 24min.
- Equity 2: More Formulas – CAPM, Fama-French, Pastor-Stambaugh & Carhart Models –> 4 lectures • 22min.
- [Optional] Interview Insights Q&A With Jhan Burger (CFA), Additional Tips On CFA –> 12 lectures • 1hr.
- [Optional] Full Length Interview: Jhan Burger Q&A, Insights CFA Exams, Industry –> 1 lecture • 1hr.
Requirements
- Get instant access to Equity Investments workbook, follow along, and keep for reference
- Introduce yourself to our community of Equity Investments students in this course and tell us your goals
- Encouragement and celebration of your progress every step of the way: 25% > 50% > 75% & 100%
- Over 3 hours of clear and concise step-by-step Equity Investments instructions, lessons, and engagement
- CFA Equity Investments Knowledge Checks to assess your knowledge and skills
The CFA isn’t hard
It’s HOW you prepare for it that makes it hard.
Most prep material providers use a linear teaching system… You have to read through pages, drowning in content and details, making it extremely difficult to remember what you are expected to on exam day.
In this course you will learn:
- Introduction to CFA Level 2 Exam Topic Area ‘Equity Investments’
- Preferred Stock Valuation using the perpetuity formula
- Common Stock Valuation using the Gordon Growth Model (GGM)
- Learn the formulas for Justified/Intrincsic/Theoretical P/E, P/B, P/S, P/CF, D/P multiples
- Sustainable Growth Rate (SGR) formula and its importance
- ROE Breakdown using Du-Pont Analysis (3-Step and 5-Step)
- CAPM, Fama-French, Pastor-Stambaugh, Carhart Models to calculate Required Rate of Return on Equity
- Beta formula using covariance and correlation
Understand in a few hours concepts you’ve been struggling with for weeks if not months
No mock exams or formula sheets inside. What you will get is powerful videos giving you sharp, concise and straight to the point explanations that will help you make the most out of the material you have (whatever it is) and get laser-focused on what’s important on exam day.
We made difficult topics easy and easy topics easier.
Tackling the CFA’s vast curriculum can be an absolute mountain to climb, but we definitely made the material much more accessible and the whole preparation process much easier. This online revision course compresses difficult and complex subject into memorable and easy to understand concepts. We managed to keep such a long and dense curriculum approachable and interesting. You will watch straight to the point and enjoyable videos so you can learn key material while relaxing after (or before) a full day’s work.
100% focussing on the hardest areas you are struggling with right now.
We breakdown complex study content into easy to understand concepts so you will be able to get to grips with content that had previously seemed impossible in self-study. By focusing on key areas and linking theoretical concepts to reality, your understanding of the different concepts will significantly increase. We give you strategies that will help you understand the most complex area of the program and transforming the complex study into easy to understand stuff. We provide you with unique and unparalleled ability to transpose complex and difficult topic areas into easy to understand building blocks.
A unique Teaching Style you can recall even years after your exam.
The Visual Method we’re going to introduce you is much easier to understand compared to the text books. By combining mnemonic devices, clever Tips & Tricks, analogies, storytelling, colourful schemes, acronyms and mnemonics (all with good humour), you will learn and retain the syllabus easily, in a fun, informative and engaging way. This will help you sit for the exam with confidence, knowing that you can visually recall everything…
We can’t wait to see you in the course!
Enrol now, and we’ll help you improve your CFA Equity Investment skills!
Peter & Jhan