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CFA Level 1 Learning Module Coverage (complete)- 2026 compliant

Quantitative Methods – complete

Prerequisites (Texas Instruments BA II Plus setup and Time Value of Money) – complete
Video titleVideo linkVideo type
Formatting the Texas Instruments BA II Plus calculator for the CFA examhttps://youtu.be/2BHL9PfyUSUFree access
Time Value of Money (TVM) – computing future valuehttps://youtu.be/QPwxWo5GjhAFree access
Time Value of Money (TVM) – computing present valuehttps://youtu.be/IXO4L3lVA-4Free access
Time Value of Money (TVM) – computing the number of periodshttps://youtu.be/u02cjdJ10tIFree access
Time Value of Money (TVM) – computing the rate of interesthttps://youtu.be/uCwijJwx2R8Free access
Time Value of Money (TVM) – annuitieshttps://youtu.be/E39PqJOZEpQFree access
Time Value of Money (TVM) – perpetuitieshttps://youtu.be/Oz3O6D9BenEFree access
Time Value of Money (TVM) – unequal cash flows using the CF worksheethttps://youtu.be/B9AxD39BbkAFree access
Time Value of Money (TVM) – computing PMThttps://youtu.be/Yhz4H5Qfx6oFree access
Time Value of Money (TVM) – solving more complex TVM problemshttps://youtu.be/FPfHQDpoEO0Free access
Rates and Returns (Learning Module 1) – complete
Video titleVideo linkVideo type
Determinants of interest rateshttps://youtu.be/b_VfeLX9yVAFree access
Rates of return – holding period return, arithmetic and geometric meanhttps://youtu.be/DcCa74GHM50Free access
Dealing with extreme values – harmonic, trimmed and windsorized meanshttps://youtu.be/4Tr0PP9m3N4Members-only
Special return measureshttps://youtu.be/Misj1xqAsNUMembers-only
MWR and TWR – money-weighted and time-weighted rates of returnhttps://youtu.be/JQNIpJGbhB0Members-only
Annualized returnshttps://youtu.be/Ro6p2Wb9_5MMembers-only
The Time Value of Money in Finance (Learning Module 2)

This Learning Module is a compilation of valuation techniques found in other topic areas.

Statistical Measures of Asset Returns (Learning Module 3) – complete
Vide titleVideo linkVideo type
Properties of the arithmetic meanhttps://youtu.be/lxySuPkjq7MFree access
Mode and medianhttps://youtu.be/Sm4LGWYhxl8Free access
Dealing with outliershttps://youtu.be/kzGibUtrUUEMembers-only
Quartiles and quintileshttps://youtu.be/XXLl9yG-s0AFree access
Deciles and percentileshttps://youtu.be/6vp_EQmSuhUFree access
Measures of location continuedhttps://youtu.be/zwJ9UInXkC8Members-only
Range and Mean Absolute Deviation – MADhttps://youtu.be/kZblOZOSqQcMembers-only
Sample variance and sample standard deviationhttps://youtu.be/D2o_FS9Ma5EMembers-only
Downside deviation and coefficient of variation – CVhttps://youtu.be/7H5d_4XDopoMembers-only
Skewnesshttps://youtu.be/6Yy8jBm8TYkFree access
Kurtosishttps://youtu.be/kWUdGPTj6tYFree access
Correlationhttps://youtu.be/bPAM3Nb6ix8Free access
Probability Trees and Conditional Expectations (Learning Module 4) – complete
Video titleVideo linkVideo type
Expected value and variancehttps://youtu.be/GP690YGdo8gMember-only
Probability trees and conditional expectationshttps://youtu.be/G5QFIuQLqVEMember-only
Bayes’ formulahttps://youtu.be/F3L1n1f0k30Member-only
Portfolio Mathematics (Learning Module 5) – complete
Video titleVideo linkVideo type
Expected portfolio returnhttps://youtu.be/8-eBkSNFDagFree access
Standard deviation and variance of expected returnshttps://youtu.be/fLHwDy_pUM8Free access
Covariance and correlation from a joint probability functionhttps://youtu.be/lKVU3IF3dmYFree access
Portfolio variance for a two-asset portfoliohttps://youtu.be/xoYWMKIMOTUFree access
Portfolio risk measureshttps://youtu.be/qB1F2PaiU10Members-only
Simulation Methods (Learning Module 6) – complete
Video titleVideo linkVideo type
Lognormal distribution and continuous compoundinghttps://youtu.be/wVb6qoGh-bYMembers-only
Monte Carlo simulation and bootstrappinghttps://youtu.be/h_9AxbCgFKkMembers-only
Estimation and Inference (Learning Module 7) – complete
Vide titleVideo linkVideo type
Sampling methodshttps://youtu.be/pk601B4T7FsFree access
Central limit theorem and bootstrappinghttps://youtu.be/t1hxZUPz61IMembers-only
Hypothesis Testing (Learning Module 8) – complete
Video titleVideo linkVideo type
Hypothesis testing overviewhttps://youtu.be/BnFm5vwFLyMFree access
Tests of a single meanhttps://youtu.be/YzmsHThcYlgMembers-only
Tests of the difference in meanshttps://youtu.be/JjMPUp-rIOkMembers-only
Tests of the mean of differenceshttps://youtu.be/LKa3ke606koMembers-only
Tests of a single variancehttps://youtu.be/U5z4mR2Vyx0Free access
Tests of the equality of two varianceshttps://youtu.be/SAvG1MdXft4Members-only
Parametric versus nonparametric testshttps://youtu.be/hOS3p4yyi_AMembers-only
Parametric and Non-Parametric Tests of Independence (Learning Module 9) – complete
Video titleVideo linkVideo type
Parametric tests of a correlationhttps://youtu.be/XbXFZ3vaoUsMembers-only
Non-parametric tests of a correlationhttps://youtu.be/aw3iW7HxF48Members-only
Tests of independence using contingency table datahttps://youtu.be/ozIpx8TBKPwMembers-only
Simple Linear Regression (Learning Module 10) – complete
Video titleVideo linkVideo type
Linear regression basicshttps://youtu.be/Gc8H9GwXGJwMembers-only
Estimating the parameters of a simple linear regresionhttps://youtu.be/NB-UswOIp7EFree access
Assumptions of the simple linear regression modelhttps://youtu.be/6LK4z7j61_oMembers-only
Analysis of variance and measures of goodness of fithttps://youtu.be/xYqzvkyfjIIMembers-only
Hypothesis tests of the slope coefficienthttps://youtu.be/84l3v6VDePEMembers-only
Hypothesis tests of the intercepthttps://youtu.be/cygNFuHYZGwMembers-only
ANOVA and standard error of estimatehttps://youtu.be/-8jjzTHwJyAMembers-only
Prediction using simple linear regressionhttps://youtu.be/TBK4TCVRH14Free access
Functional forms for simple linear regressionhttps://youtu.be/YxezTQPYnN8Members-only
Introduction to big data techniques (Learning Module 11) – complete
Video titleVideo linkVideo type
How is fintech used in quantitative investment analysishttps://youtu.be/wmml0661-PwMembers-only
Advanced analytical tools: AI and machine learninghttps://youtu.be/PexlKC-SSBYMembers-only
Tackling big data with data sciencehttps://youtu.be/UB0-Li-oifIMembers-only

Economics – complete

The Firm and Market Structures (Learning Module 1) – complete
Video titleVideo linkVideo type
Profit maximizationhttps://youtu.be/kTVAI4tEKNoFree access
Production breakeven and the shutdown decisionhttps://youtu.be/9mJzzZz9PHMMembers-only
Economies and diseconomies of scalehttps://youtu.be/AxQ87sj2JGEMembers-only
Market structureshttps://youtu.be/iQEh6eyWKrcMembers-only
Monopolistic competitionhttps://youtu.be/9TFI0kfR_LQMembers-only
Pricing interdependence and the Cournot assumptionhttps://youtu.be/GJ8d05hm2KAMembers-only
Nash equilibrium and collusionhttps://youtu.be/mr0pdOY6hEwFree access
Determining market structurehttps://youtu.be/u40l1EMjMpUMembers-only
Understanding Business Cycles (Learning Module 2) – complete
Video titleVideo linkVideo type
Overview of the business cyclehttps://youtu.be/pBYf3fJfQ94Members-only
Credit cycleshttps://youtu.be/yXIzGl4lMiIMembers-only
Economic indicatorshttps://youtu.be/jms4GnSpSxUMembers-only
Fiscal Policy (Learning Module 3) – complete
Video titleVideo linkVideo type
Fiscal policy roles and objectiveshttps://youtu.be/mtLUpe1wByAFree access
Deficits and national debthttps://youtu.be/ArlkQHbTvLAMembers-only
Fiscal policy toolshttps://youtu.be/KQSLzkWPb8EMembers-only
Fiscal policy implementationhttps://youtu.be/U9VJSMrvKisMembers-only
Monetary Policy (Learning Module 4) – complete
Video titleVideo linkVideo type
Role of central bankshttps://youtu.be/FpmFqhoy2nkMembers-only
Monetary policy tools and transmissionhttps://youtu.be/SRqcQMeSkGcMembers-only
Monetary policy objectiveshttps://youtu.be/UpFY0UYbT9AFree access
Contractionary and expansionary monetary policyhttps://youtu.be/VKfINS8zxSkMembers-only
Interaction between monetary and fiscal policyhttps://youtu.be/hf2LH-UR27wMembers-only
Introduction to Geopolitics (Learning Module 5) – complete
Video titleVideo linkVideo type
National governments and political cooperationhttps://youtu.be/nMyB7q5dkYAMembers-only
Forces of globalizationhttps://youtu.be/0pSYHK55IgwMembers-only
International trade organizationshttps://youtu.be/g8SjHq_aTQ0Free access
Assessing geopolitical actors and riskhttps://youtu.be/Wq-kjRfxhB8Members-only
The tools of geopoliticshttps://youtu.be/k2v_ZVKr134Members-only
Geopolitical risk and the investment processhttps://youtu.be/0_AQgxChnhcMembers-only
International Trade (Learning Module 6) – complete
Video titleVideo linkVideo type
Benefits and costs of tradehttps://youtu.be/560IywhNJocMembers-only
Tariffs, quotas and subsidieshttps://youtu.be/uI28pVIQklwMembers-only
Regional trade agreementshttps://youtu.be/ZcNNQkwWGMgFree access
Regional integrationhttps://youtu.be/HOaD43V8uK0Members-only
Capital Flows and the FX Market (Learning Module 7) – complete
Video titleVideo linkVideo type
The foreign exchange market and exchange rateshttps://youtu.be/VzPwvxeHpWAMembers-only
Exchange rate regimeshttps://youtu.be/Aha6Iio4n1YMembers-only
Capital restrictionshttps://youtu.be/vrTfz-tHfYIMembers-only
Exchange Rate Calculations (Learning Module 8) – complete
Video titleVideo linkVideo type
Computing cross-rateshttps://youtu.be/HXDqMomIMAEMembers-only
Computing forward rateshttps://youtu.be/M_QMa_s4FS0Free-access

Portfolio Management – complete

Portfolio Risk and Return: Part I (Learning Module 1) – complete
Video titleVideo linkVideo type
Risk, return and other investment characteristicshttps://youtu.be/1rmZLKHNk94Members-only
Risk aversion and portfolio selectionhttps://youtu.be/sSWKH8VzrKgMembers-only
Utility theory and indifference curveshttps://youtu.be/n1-GZ3mWRUwFree access
Portfolio risk and returnhttps://youtu.be/PBrHLdkupv8Members-only
The power of diversificationhttps://youtu.be/MMzlfb6gFFEMembers-only
Efficient frontierhttps://youtu.be/qWkgm43EyWgMembers-only
Portfolio Risk and Return: Part II (Learning Module 2) – complete
Video titleVideo linkVideo type
Capital market theoryhttps://youtu.be/i9_kVsrQ5AsMembers-only
Systematic risk versus unsystematic riskhttps://youtu.be/gEvB7vcpvsoFree access
Return generating modelshttps://youtu.be/54-oPF9PM7YMembers-only
CAPM beta explainedhttps://youtu.be/QwVb_4hEYjcFree access
Capital asset pricing modelhttps://youtu.be/byKfpFe-XfEMembers-only
CAPM – undervalued and overvalued stockshttps://youtu.be/mT3aroCeitcFree access
CAPM limitations and extensionshttps://youtu.be/SToWqnKGGNYMembers-only
Sharpe ratiohttps://youtu.be/C-vje5xTwGYMembers-only
Treynor ratiohttps://youtu.be/EL35RgePzHkFree access
M-squared (M2) ratiohttps://youtu.be/8mP5GzGPGvMFree access
Jensen’s alphahttps://youtu.be/v6FrqLGfQnsFree access
Portfolio Management: An Overview (Learning Module 3) – complete
Video titleVideo linkVideo type
Portfolio perspectivehttps://youtu.be/mEue9ilpO0wMembers-only
The portfolio management processhttps://youtu.be/GCdnFGjFw9sMembers-only
Types of investorshttps://youtu.be/KliJ4ZkQpBMMembers-only
The asset management industryhttps://youtu.be/XVVLsgs2rI0Members-only
Pooled investmentshttps://youtu.be/eISjlyP1FA8Free access
Basics of Portfolio Planning and Construction (Learning Module 4) – complete
Video titleVideo linkVideo type
The IPShttps://youtu.be/1rp2Wi9SdEEMembers-only
IPS risk and return objectiveshttps://youtu.be/Wm0xWzOxXZAMembers-only
IPS constraints and client informationhttps://youtu.be/e_FscldHgKEMembers-only
Portfolio constructionhttps://youtu.be/fuQAqHjWOlUFree access
ESG considerations in portfolio constructionhttps://youtu.be/U_Vyt0r6lycMembers-only
The Behavioral Biases of Individuals (Learning Module 5) – complete
Video titleVideo linkVideo type
Cognitive errors – belief perseverence biaseshttps://youtu.be/lye0y1Ld8fIFree access
Cognitive errors – processing errorshttps://youtu.be/1OEWwUWb558Members-only
Emotional biaseshttps://youtu.be/qUju1VaXtR8Members-only
Behavioral finance and market behavior – market anomalieshttps://youtu.be/S5gr7SjiYT8Members-only
Introduction to Risk Management (Learning Module 6) – complete
Video titleVideo linkVideo type
Risk management processhttps://youtu.be/DZ3hc0P_ylYMembers-only
Risk management frameworkhttps://youtu.be/mNm4ZTRWWH0Members-only
Risk Governance – An Enterprise Viewhttps://youtu.be/ZK8vL3EatcYMembers-only
Risk Tolerancehttps://youtu.be/GrvbF0fXVC8Members-only
Risk Budgetinghttps://youtu.be/yiX6x_ysB28Free access
Identification of Riskhttps://youtu.be/6nExDDuGzREMembers-only
Risk drivers and metricshttps://youtu.be/MUv1wmVYP8kMembers-only
Risk prevention, avoidance and acceptancehttps://youtu.be/lf-qUdmt9TEMembers-only
Risk transferring, shifting and how to choosehttps://youtu.be/LOYvSUhz7xIMembers-only

Corporate Issuers – complete

Organizational Forms, Corporate Issuer Features, and Owernship (Learning Module 1) – complete
Video titleVideo linkVideo type
Organizational forms and corporate issuer featureshttps://youtu.be/BXH9_cGRMbEFree access
Publicly versus privately owned corporate issuershttps://youtu.be/hFbZUOERU6IMembers-only
Investors and Other Stakeholders (Learning Module 2) – complete
Video titleVideo linkVideo type
Financial claims of lenders and shareholdershttps://youtu.be/CkHzTiiqSDsMembers-only
Corporate stakeholders and governancehttps://youtu.be/tjIM5mROgl4Members-only
Corporate ESG considerationshttps://youtu.be/YODoaEHaz6gMembers-only
Corporate Governance: Conflicts, Mechanisms, Risks, and Benefits (Learning Module 3) – complete
Video titleVideo linkVideo type
Stakeholder conflicts and managementhttps://youtu.be/ENfu4yGklLIMembers-only
Corporate governance mechanismshttps://youtu.be/2H-U8Cgt5gUFree access
Corporate governance risks and benefitshttps://youtu.be/7tJYCF8lI3gMembers-only
Working Capital and Liquidity (Learning Module 4) – complete
Video titleVideo linkVideo type
Cash conversion cyclehttps://youtu.be/r2DOfwRmXCkMembers-only
Liquidityhttps://youtu.be/OLbTuHj4yt0Members-only
Managing working capital and liquidityhttps://youtu.be/qiTp3q9meCUFree access
Capital Investments and Capital Allocation (Learning Module 5) – complete
Video titleVideo linkVideo type
Capital investmentshttps://youtu.be/for1fEARSTkMembers-only
NPV and IRR computationhttps://youtu.be/9NOyRybYO88Free access
Capital allocationhttps://youtu.be/utmvkRYF-_YMembers-only
Return on invested capitalhttps://youtu.be/C9JseHKu4x4Members-only
Capital allocation principles and pitfallshttps://youtu.be/6pkLTANvxusMembers-only
Real optionshttps://youtu.be/1fBkV8pXwx8Members-only
Capital Structure (Learning Module 6) – complete
Video titleVideo linkVideo type
Computing WACC from multiple capital sourceshttps://youtu.be/Pt43KhjkTfoFree access
Factors affecting capital structurehttps://youtu.be/SOXK-wnFJN4Members-only
Modigliani-Miller capital structure propositionshttps://youtu.be/85z8J9hs7r8Members-only
Optimal capital structurehttps://youtu.be/JWyOOEAFiD8Members-only
Business Models (Learning Module 7) – complete
Video titleVideo link / release dateVideo type
Business model features and the value propositionhttps://youtu.be/qH-IUluSp60Members-only
Pricing and revenue modelshttps://youtu.be/GF4W-jnhP5QFree access
Business organization and capabilitieshttps://youtu.be/MaOzrkvTXKgMembers-only
Business model typeshttps://youtu.be/cNblM4dLSrcMembers-only

Financial Statement Analysis – complete

Introduction to Financial Statement Analysis (Learning Module 1) – complete
Video titleVideo linkVideo type
Financial statement analysishttps://youtu.be/WHQIidz3QkQMembers-only
Sources of informationhttps://youtu.be/hePbHp8GpyUMembers-only
Segment reportinghttps://youtu.be/DySmtPJm5dUMembers-only
IFRS versus alternative reporting systemshttps://youtu.be/y7V9OzGFm6YMembers-only
Analyzing Income Statements (Learning Module 2) – complete
Video titleVideo linkVideo type
Revenue recognitionhttps://youtu.be/q2Tzos6ZStMMembers-only
Expense recognitionhttps://youtu.be/sSIbJQm0x0gMembers-only
Capitalisation of interesthttps://youtu.be/9ILsvAlT4xwFree access
Non-recurring itemshttps://youtu.be/NNkXU3bqYjAMembers-only
Changes in accounting estimates versus changes in accounting policieshttps://youtu.be/GgKcukfpfuUFree access
Basic EPShttps://youtu.be/mpqNbU8gB3MFree access
Diluted EPShttps://youtu.be/bKopwh2GnMUMembers-only
Income statement ratios and common-size analysishttps://youtu.be/WxUTIIxsDbEMembers-only
Analyzing Balance Sheets (Learning Module 3) – complete
Video titleVideo linkVideo type
Intangible assetshttps://youtu.be/mtaK2qzRNyEMembers-only
Goodwillhttps://youtu.be/rpkLSH01oGgFree access
Gain on a bargain purchasehttps://youtu.be/p6kfA7itafAFree access
Accounting for financial instrumentshttps://youtu.be/eKAR2ZcYb-8Free access
Non-current liabilitieshttps://youtu.be/TBa01gBryeAMembers-only
Balance sheet ratios and common-size analysishttps://youtu.be/0Nt2-v6UU7oMembers-only
Analyzing Statements of Cash Flows I (Learning Module 4) – complete
Video titleVideo linkVideo type
Cash flows from operating activities – direct methodhttps://youtu.be/owW695A5nkoFree access
Cash flows from operating activities – indirect methodhttps://youtu.be/NsZoZYYz1cUFree access
Cash flows from investing activities – purchases of PPEhttps://youtu.be/mfpV6gzNr0gFree access
Cash flow problems – part 1https://youtu.be/xRUqTuGsPGUMembers-only
Cash flow problems – part 2https://youtu.be/2zfNePGNn9oMembers-only
Analyzing Statements of Cash Flows II (Learning Module 5) – complete
Video titleVideo linkVideo type
Evaluating the sources and uses of cashhttps://youtu.be/utMGN3PvwLEMembers-only
Cash flow ratios and common-size analysishttps://youtu.be/cSBVdaPhM1UMembers-only
Analysis of Inventories (Learning Module 6) – complete
Video titleVideo linkVideo type
Inventory – initial measurementhttps://youtu.be/Ca0aM513tY8Free access
Inventory – cost versus NRV: write-downshttps://youtu.be/M8b7TurBmxsFree access
Inventory: write-down reversalshttps://youtu.be/OGSVHPwmlMcFree access
FIFO – First in First Out – inventory valuationhttps://youtu.be/CvrlMp5DmT8Free access
LIFO – Last In First Out – inventory valationhttps://youtu.be/PB-p7ouadiEFree access
Weighted average cost (AVCO) – inventory valuationhttps://youtu.be/xmW1fjj6HcIFree access
Accounting for inventories – overviewhttps://youtu.be/GqAJNwudknAMember-only
Analysis of Long-Term Assets (Learning Module 7) – complete
Video titleVideo linkVideo type
Acquisition of intangible assetshttps://youtu.be/G72KPutr834Members-only
Intangible assetshttps://youtu.be/qCmSVH3CZasFree access
Asset impairmenthttps://youtu.be/oeddB1LXE-MMembers-only
Impairment of long-lived assets under IFRShttps://youtu.be/OfCEDHeAwj8Free access
Impairment of long-lived assets under US GAAPhttps://youtu.be/HRZ2paRSe5wFree access
Asset derecognitionhttps://youtu.be/xw4ONZ6ep1EMembers-only
Analysis of long-lived assetshttps://youtu.be/dShN5AiF6XUMembers-only
Topics in Long-Term Liabilities and Equity (Learning Module 8) – complete
Video titleVideo linkVideo type
Accounting for leaseshttps://youtu.be/XZhLatcEH0MFree access
Accounting for pension planshttps://youtu.be/n9FffHBAHWEMembers-only
Accounting for share-based compensationhttps://youtu.be/Dd-8juITzEgMembers-only
Analysis of Income Taxes (Learning Module 9) – complete
Video titleVideo linkVideo type
Deferred tax playlist (9 videos)https://www.youtube.com/playlist?list=PLzsMtRJ44d8xpqKLcXDYPtXEJwDs2SqYDFree access
Financial Reporting Quality (Learning Module 10) – complete
Video titleVideo linkVideo type
Financial reporting quality spectrumhttps://youtu.be/2EKb4t1lrwkMembers-only
GAAP, decision useful financial reportinghttps://youtu.be/02s6RX2ThYUMembers-only
Biased accounting choiceshttps://youtu.be/U2RAWaxU8ikMembers-only
Conservative versus aggressive accountinghttps://youtu.be/6bt8Xsy9RPEMembers-only
Context for assessing financial reporting qualityhttps://youtu.be/HMlfF96E38AMembers-only
Mechanisms which discipline financial reporting qualityhttps://youtu.be/wrau5zHXHiUMembers-only
Detection of financial reporting quality issueshttps://youtu.be/wo7e4yhRHmUMembers-only
Accounting choices and estimateshttps://youtu.be/i5AqO6K_TsAMembers-only
Accounting warning signshttps://youtu.be/0SF2C1Pj2o0Members-only
Financial Analysis Techniques (Learning Module 11) – complete
Video titleVideo linkVideo type
Financial analysis process, tools and techniqueshttps://youtu.be/F8M-P127a88Members-only
Financial ratio analysishttps://youtu.be/VOrrUfHi1qQMembers-only
Activity ratioshttps://youtu.be/w6_eiS2j5FQMembers-only
Liquidity ratioshttps://youtu.be/y8vueSgPiTUMembers-only
Solvency ratioshttps://youtu.be/RO_aJnug54MMembers-only
Profitability ratioshttps://youtu.be/DqkjDuiAIJYMembers-only
DuPont analysishttps://youtu.be/-8ZCKJTNelwMembers-only
Industry-specific financial ratioshttps://youtu.be/1jWGL6mbyfUMembers-only
Introduction to Financial Statement Modeling (Learning Module 12) – complete
Video titleVideo linkVideo type
Building a financial statement modelhttps://youtu.be/DnTCN3X_qRYMembers-only
Behavioral finance and analyst forecastshttps://youtu.be/SLOd8Mtwq6oMembers-only
The impact of competitive factors in prices and costshttps://youtu.be/SBKJxoxPeI8Members-only
Modeling inflation and deflationhttps://youtu.be/GB6Q2UnXOUwMembers-only
The forecast horizon and long-term forecastinghttps://youtu.be/4RRmeAcbfOAMembers-only

Equity Investments – complete

Market Organization and Structure (Learning Module 1) – complete
Note: Lesson 6: Contracts is covered in the initial videos on Derivatives
Video titleVideo linkVideo type
Overview of the financial systemhttps://youtu.be/klj6h62Dl3YMembers-only
Assets and contractshttps://youtu.be/KbVeupYAPxQMembers-only
Securitieshttps://youtu.be/2poZhd3e2h8Members-only
Currencies, commodities and real assetshttps://youtu.be/c7gT_EZZNJsMembers-only
Financial intermediarieshttps://youtu.be/ifjTShvwfFAFree access
Securitizers, depositary institutions and insurershttps://youtu.be/d5whUPIQyy8Members-only
Settlement and custodial serviceshttps://youtu.be/LC3UfAICGRcMembers-only
Positions and short positionshttps://youtu.be/RKJBxCKaiWkMembers-only
Maintenance marginhttps://youtu.be/_M5Ce7swPnYFree access
Orders and execution instructionshttps://youtu.be/25OniowBj7QMembers-only
Validity and clearing instructionshttps://youtu.be/_AoN0kqDL7sMembers-only
Primary security markets https://youtu.be/o9_DW1LNqywMembers-only
Secondary secuity marketshttps://youtu.be/-mxA9i76ej4Members-only
Well-functioning financial systemshttps://youtu.be/WpLOWqw8hycFree access
Market regulationhttps://youtu.be/33stwVnkh6AMembers-only
Security Market Indexes (Learning Module 2) – complete
Video titleVideo linkVideo type
Index definition and constructionhttps://youtu.be/GecUTe5OskgMembers-only
Rebalancing and reconstitutionhttps://youtu.be/Cuq5w5OHbowMembers-only
Uses of market indexeshttps://youtu.be/dIg25PZxKKQFree access
Equity indexeshttps://youtu.be/Fau9NhpKGZ8Members-only
Fixed-income indexeshttps://youtu.be/nqNydBgEnYEMembers-only
Indexes for alternative investmentshttps://youtu.be/igOSccfo5xAMembers-only
Market Efficiency (Learning Module 3) – complete
Video titleVideo linkVideo type
Market efficiencyhttps://youtu.be/g4_k-5OmX7EMembers-only
Forms of market efficiencyhttps://youtu.be/opKlU56hfpcMembers-only
Time-series and cross-sectional anomalieshttps://youtu.be/uRtgNT81fPIMembers-only
Market anomalieshttps://youtu.be/xouiyfIwKtEFree access
Behavioral financehttps://youtu.be/33jF5Luw7KsMembers-only
Overview of Equity Securities (Learning Module 4) – complete
Video titleVideo linkVideo type
Ordinary and preferred shareshttps://youtu.be/Y2b-x4UOEwEFree access
Public versus private equity securitieshttps://youtu.be/gjM8MLUMUTgMembers-only
Non-domestic equity securitieshttps://youtu.be/fLncZkgDj3sMembers-only
Equity risk and returnhttps://youtu.be/FZhXFpx7tcQMembers-only
Equity and company valuehttps://youtu.be/tSIBmZLkfdEMembers-only
Company Analysis: Past and Present (Learning Module 5) – complete
Video titleVideo linkVideo type
Company research reportshttps://youtu.be/-mvBNYxPslgMembers-only
Determining the business modelhttps://youtu.be/vPahQBcdHcYMembers-only
Revenue analysishttps://youtu.be/K8ygM0iQ14MMembers-only
Operating profitability and working capital analysishttps://youtu.be/ti6HhRQmHGEFree access
Capital investments and capital structurehttps://youtu.be/6uVZiJw37FQMembers-only
Industry and Competitive Analysis (Learning Module 6) – complete
Video titleVideo linkVideo type
Uses of industry analysishttps://youtu.be/dpK5bQb_4jIMembers-only
Industry classificationhttps://youtu.be/W8BXjR-OaUEMembers-only
Industry surveyhttps://youtu.be/ncaT_VjI9iAMembers-only
Industry structure and external influenceshttps://youtu.be/05beMZePrYwFree-access
Competitive positioninghttps://youtu.be/xMIGa70tk00Members-only
Company Analysis: Forecasting (Learning Module 7) – complete
Video titleVideo linkVideo type
Forecast objects, principles and approacheshttps://youtu.be/fTq_QA7bWz4Members-only
Forecasting revenueshttps://youtu.be/_h8oM_nkT6MMembers-only
Forecasting operating expenses and working capitalhttps://youtu.be/nSWanwFcOm4Members-only
Forecasting CAPEX and capital structurehttps://youtu.be/awBbIWiPvJ8Free access
Equity Valuation: Concepts and Basic Tools (Learning Module 8) – complete
Video titleVideo linkVideo type
The DDM, GGM and FCFEhttps://youtu.be/aVHA0Kiivk8Members only
Dividend payments explainedhttps://youtu.be/YXpqIOuYHScFree access
Valuing preferred shareshttps://youtu.be/9FZTEu1RqaMMembers only
Gordon Growth Model explained – no g term providedhttps://youtu.be/7ISitiyiumEFree access
Gordon Growth Model explained – no current dividendhttps://youtu.be/A-CMXZuwYAcFree access
Multisgtage dividend discount modelshttps://youtu.be/HNxOkdzO3rYMembers only
Multiples and comparableshttps://youtu.be/4ZLHK4-qy3YMembers only
Justified forward P/E ratiohttps://youtu.be/TxYoo2YUGyEFree access
Enterprise value and asset-based valuationhttps://youtu.be/SdQomQbxjUEMembers only

Fixed Income – complete

Fixed-Income Instrument Features (Learning Module 1) – complete
Video titleVideo linkVideo type
Fixed income instrument featureshttps://youtu.be/xAxFGGspAYgFree access
Coupon rate, payment frequency and yield measureshttps://youtu.be/Lmpl3dQd314Free access
Bond indenture and covenantshttps://youtu.be/oRpQTy_seG8Members-only
Fixed-Income Cash Flows and Types (Learning Module 2) – complete
Video titleVideo linkVideo type
Fixed income cash flows and typeshttps://youtu.be/ev_u96C-0qUMembers-only
Variable interest, zero-coupon and deferred coupon bondshttps://youtu.be/8LNH8MOOGrYMembers-only
Contingency provisions – callable, putable and convertible bondshttps://youtu.be/ZFelNphbHLQMembers-only
Fixed income – legal, regulatory and tax considerationshttps://youtu.be/iBISJI8TB6gMembers-only
Fixed-Income Issuance and Trading (Learning Module 3) – complete
Video titleVideo linkVideo type
Fixed income segments, ratings and indexeshttps://youtu.be/5QFXxFgadGAMembers-only
Primary and secondary fixed income marketshttps://youtu.be/rOiEJ7J_x0wFree access
Fixed-Income Markets for Corporate Issuers (Learning Module 4) – complete
Video titleVideo linkVideo type
Short-term funding alternatives for corporate borrowershttps://youtu.be/SWscnVSuH9wMembers-only
Short-term funding alternatives for financial institutionshttps://youtu.be/UYUXQurjYq4Members-only
Repurchase agreements (repo) basicshttps://youtu.be/_Z7qZvnhdKEFree access
Repurchase agreements (repo) applications and riskshttps://youtu.be/LURWKJoi40wMembers-only
Long-term corporate debthttps://youtu.be/BxOFpP-tT24Members-only
Fixed-Income Markets for Government Issuers (Learning Module 5) – complete
Video titleVideo linkVideo type
Sovereign and similar debthttps://youtu.be/GD-c83iUU6sMembers-only
Sovereign debt issuance and tradinghttps://youtu.be/ekC7EVvx_cgFree access
Fixed-Income Bond Valuation: Prices and Yields (Learning Module 6) – complete
Video titleVideo linkVideo type
Bond pricing and the TVMhttps://youtu.be/G8snxOaaFxUMembers-only
Flat price, accrued interest and the full pricehttps://youtu.be/9utm3EZnOZUMembers-only
Flat price, accrued interest and the full price using the Bond worksheethttps://youtu.be/1YoiQ26uir4Members-only
The relationship between bond prices and bond featureshttps://youtu.be/yT6z8Xd6qsQMembers-only
Bond price and yield relationshiphttps://youtu.be/KTErV_JhLJMFree access
Matrix pricinghttps://youtu.be/cz_61NN7oVsMembers-only
Yield and Yield Spread Measures for Fixed-Rate Bonds (Learning Module 7) – complete
Video titleVideo linkVideo type
Periodicity and annualized yieldshttps://youtu.be/SnOaCwiS0eoFree access
Other yield measures and conventionshttps://youtu.be/BrIJUWF-PqEMembers-only
Yield to call and yield to worsthttps://youtu.be/m7s1Q-3QJfkFree access
G-spreadhttps://youtu.be/BXWoYjXn2V0Free access
I-spreadhttps://youtu.be/4WkMBJEmWZMMembers-only
Z-spreadhttps://youtu.be/7QRVBQg2_RQFree access
OAS – Option adjusted spreadhttps://youtu.be/o9R5CrOpzl4Free access
Yield and Yield Spread Measures for Floating-Rate Instruments (Learning Module 8) – complete
Video titleVideo linkVideo type
Discount margin / required marginhttps://youtu.be/AjiHnr_7V3YFree access
Yield measures for money market instrumentshttps://youtu.be/5kKBwL0qkhIMembers-only
The Term Structure of Interest Rates: Spot, Par, and Forward Curves (Learning Module 9) – complete
Video titleVideo linkVideo type
The term structure of interest rates and spot rateshttps://youtu.be/IBl5WfXgfJcMembers-only
Par and forward rateshttps://youtu.be/lJu86I7jdS4Members-only
Spot, par and forward yield curveshttps://youtu.be/Z8tPrf66MzcMembers-only
Interest Rate Risk and Return (Learning Module 10) – complete
Video titleVideo linkVideo type
Sources of return from investing in fixed-coupon bondshttps://youtu.be/m12xP7ZO5BUMembers-only
Investment horizon and interest rate riskhttps://youtu.be/j87d-5V_yIUFree access
Macaulay durationhttps://youtu.be/3TqRsLX6iK4Members-only
Yield-Based Bond Duration Measures and Prooperties (Learning Module 11) – complete
Video titleVideo linkVideo type
Computing modified durationhttps://youtu.be/PjDT0aZ2nd0Free access
Applications of durationhttps://youtu.be/bsEJW-8et4oMembers-only
Money duration and PVBPhttps://youtu.be/5SPJ2YRrziUMembers-only
Properties of durationhttps://youtu.be/8O8u9QhQfW8Members-only
Yield-Based Bond Convexity and Portfolio Properties (Learning Module 12) – complete
Video titleVideo linkVideo type
Bond convexityhttps://youtu.be/nluKGzsNlxoMembers-only
Convexity adjustmenthttps://youtu.be/eNwVM8pU0UoFree access
Portfolio duration and convexityhttps://youtu.be/715P3D-nEbsMembers-only
Curve-Based and Empirical Fixed-Income Risk Measures (Learning Module 13) – complete
Video titleVideo linkVideo type
Curve-based interest rate risk measureshttps://youtu.be/JxDGd7lIydsMembers-only
Key rate and empirical durationhttps://youtu.be/DyWuY6sJlQ8Members-only
Credit Risk (Learning Module 14) – complete
Video titleVideo linkVideo type
Sources of credit riskhttps://youtu.be/igO5uCA8KzEMembers-only
Credit rating agencies and credit ratingshttps://youtu.be/OIz23rRR6vYFree access
Factors impacting yield spreadshttps://youtu.be/3ZuunE6WeuYMembers-only
Credit Analysis for Government Issuers (Learning Module 15) – complete
Video titleVideo linkVideo type
Sovereign credit analysishttps://youtu.be/uR_HMx09U1kMembers-only
Non-sovereign credit riskhttps://youtu.be/Kqdy9y3zc6QMembers-only
Credit Analysis for Corporate Issuers (Learning Module 16) – complete
Video titleVideo linkVideo type
Assessing corporate creditworthinesshttps://youtu.be/YuEV7iNh7BsMembers-only
Financial ratios in corporate credit analysishttps://youtu.be/MEFhIw5Rzn4Free access
Seniority rankings, recovery rates, and credit ratingshttps://youtu.be/LI6eGyb92C8Members-only
Fixed-Income Securitization (Learning Module 17) – complete
Video titleVideo linkVideo type
The benefits of securitiztionhttps://youtu.be/7s9Jr84voKQMembers-only
The securitization processhttps://youtu.be/87OErJTUAaEMembers-only
Asset-Backed Security (ABS) Instrument and Market Features (Learning Module 18) – complete
Video titleVideo linkVideo type
Covered bondshttps://youtu.be/KWvWywd2X10Members-only
ABS structures to address credit riskhttps://youtu.be/RV31Gy_EWBgFree access
Non-mortgage ABShttps://youtu.be/2fpkx055AUwMembers-only
Collateralized debt obligationshttps://youtu.be/q4xIElXqXaYMembers-only
Mortgage-Backed Security (MBS) Instrument and Market Features (Learning Module 19) – complete
Video titleVideo linkVideo type
Time tranchinghttps://youtu.be/fSoHPT9G69gMembers-only
Mortgage loans and their characteristic featureshttps://youtu.be/z2DKjyr_UQ4Members-only
RMBShttps://youtu.be/tTCwE2H2uY4Free access
CMBShttps://youtu.be/1s51hCr03mMMembers-only

Derivatives – complete

Derivative Instrument and Derivative Market Features (Learning Module 1) – complete
Video titleVideo linkVideo type
Derivative featureshttps://youtu.be/Xx_PzFLh-yIFree access
Derivative underlyingshttps://youtu.be/fJz9VVMEVi0Members-only
Derivative marketshttps://youtu.be/L9785JQm9REMembers-only
Forward Commitment and Contingent Claim Features and Instruments (Learning Module 2) – complete
Video titleVideo linkVideo type
Forward contractshttps://youtu.be/gmgkLxIapqEMembers-only
Futures contractshttps://youtu.be/I6nR8Muk3m0Members-only
Swapshttps://youtu.be/sxIz2rI2LVQFree access
Optionshttps://youtu.be/dQJ_1fUtzvoMembers-only
Credit derivativeshttps://youtu.be/KP8d77cY_oYMembers-only
Conntrasting forward commitments and contingent claimshttps://youtu.be/7KPMCmRSWzsMembers-only
Derivative Benefits, Risks, and Issuer and Investor Uses (Learning Module 3) – complete
Video titleVideo linkVideo type
Derivative benefits and riskshttps://youtu.be/8DTtolvBmu0Members-only
Investor and issuer use of derivativeshttps://youtu.be/7FS1BuEYkO8Free access
Arbitrage, Replication, and the Cost of Carry in Pricing Derivatives (Learning Module 4) – complete
Video titleVideo linkVideo type
Arbitrage and replicationhttps://youtu.be/LSZimjDcjxEMembers-only
Cost of carryhttps://youtu.be/72q21fWcMDcMembers-only
Pricing and Valuation of Forward Contracts and for an Underlying with Varying Maturities (Learning Module 5) – complete
Video titleVideo linkVideo type
Pricing and valuation of forward contractshttps://youtu.be/I4kH5g_rBDYMembers-only
Pricing and valuation of interest rate forward contractshttps://youtu.be/mR7VmdQgy9gMembers-only
Pricing and Valuation of Futures Contracts (Learning Module 6) – complete
Video titleVideo linkVideo type
Pricing futures contracts and MtM valuationhttps://youtu.be/PQjXBYfDs3cFree access
Interest rate futureshttps://youtu.be/v94kaVPgQYEMembers-only
Forward and futures price differences and central clearinghttps://youtu.be/hKwLtUGHk98Members-only
Pricing and Valuation of Interest Rates and Other Swaps (Learning Module 7) – complete
Video titleVideo linkVideo type
Swaps versus forwardshttps://youtu.be/r4JSosP2PGYMembers-only
Swap value and priceshttps://youtu.be/O9jlGVnU354Members-only
Pricing and Valuation of Options (Learning Module 8) – complete
Video titleVideo linkVideo type
Option exercise value and time valuehttps://youtu.be/fSWehq6-UOkMembers-only
Factors affecting option valuehttps://youtu.be/0SEHJs6KKpYFree-access
Option Replication Using Put–Call Parity (Learning Module 9) – complete
Video titleVideo linkVideo type
Put-call parityhttps://youtu.be/Lb-lmjZ3xkAMembers-only
Put-call foward parity and firm valuehttps://youtu.be/FyhBBAsF6NkMembers-only
Valuing a Derivative Using a One-Period Binomial Model (Learning Module 10) – complete
Video titleVideo linkVideo type
Using the binomial model to price optionshttps://youtu.be/OMODAP8XsI4Members-only

Alternative Investments – complete

Alternative Investment Features, Methods, and Structures (Learning Module 1) – complete
Video titleVideo linkVideo type
Alternative investments features and methodshttps://youtu.be/yi-dr9pR7usFree access
Alternative investment structureshttps://youtu.be/dMxiZKV8h4YMembers-only
Alternative Investment Performance and Returns (Learning Module 2) – complete
Video titleVideo linkVide type
Alternative investment performancehttps://youtu.be/eVZCXZzhLfYMembers-only
Alternative investment returnshttps://youtu.be/m5LYbbUaMG4Members-only
Investments in Private Capital: Equity and Debt (Learning Module 3) – complete
Video titleVideo linkVideo type
Private equityhttps://youtu.be/h1V4lkEyqQsMembers-only
Private equity exit strategieshttps://youtu.be/O9OsKk5AtbsMembers-only
Private debthttps://youtu.be/qR5W0WyYzMgFree access
Real Estate and Infrastructure (Learning Module 4) – complete
Video titleVideo linkVideo type
Real estate investmentshttps://youtu.be/yAZ1Gf17TsIMembers-only
Infrastructure investmentshttps://youtu.be/_xgUEnuKw0oMembers-only
Natural Resources (Learning Module 5) – complete
Video titleVideo linkVideo type
Features of natural resources investinghttps://youtu.be/25Vop6EowFIMembers-only
Commodity investment formshttps://youtu.be/KKgELWb8oegMembers-only
Natural resource investment risk and returnhttps://youtu.be/eBmjZlIndmgFree access
Hedge Funds (Learning Module 6) – complete
Video titleVideo linkVideo type
Hedge fund featureshttps://youtu.be/CZm_xh81ygoMembers-only
Hedge fund strategieshttps://youtu.be/SRzJYvLu0FYMembers-only
Hedge fund investment formshttps://youtu.be/9DMQejpYy34Free access
Hedge fund investment risk and returnhttps://youtu.be/uUzejOEPxUgMembers-only
Introduction to Digital Assets (Learning Module 7) – complete
Video titleVideo linkVideo type
Distributed ledger technologyhttps://youtu.be/ASnIZpngvosMembers-only
Features of digital asset investinghttps://youtu.be/_OdboK3KnbAFree access
Digital asset investment forms, risks and rewardshttps://youtu.be/WFqt3eCohaoMembers-only

Ethics and Professional Standards – complete

Ethics and Trust in the Investment Profession (Learning Module 1) – complete
Video titleVideo linkVideo type
Ethics and Trust in the Investment Professionhttps://youtu.be/0x081HGowmoMembers-only
Code of Ethics and Standards of Professional Conduct (Learning Module 2) – complete
Video titleVideo linkVideo type
Code of Ethics and Standards of Professional Conducthttps://youtu.be/zGRPVrEh1JsMembers-only
Guidance for Standards I–VII and Ethics Application (Learning Module 3) – complete
Video titleVideo linkVideo type
Standard I(A): Professionalism – Knowledge of the lawhttps://youtu.be/syeNuv23LH0Members-only
Standard I(B): Professionalism – Independence and Objectivityhttps://youtu.be/qay2LwSAxM8Free access
Standard I(C): Professionalism – Misrepresentationhttps://youtu.be/IeZIYXP47XsMembers-only
Standard I(D): Professionalism – Misconducthttps://youtu.be/ZMcJmBpGq34Members-only
Standard I(E): Professionalism – Competencehttps://youtu.be/v5URX9c2hOQMembers-only
Standard II(A): Integrity of Capital Markets – Material Nonpublic Informationhttps://youtu.be/Yphbhu9h1QsMembers-only
Standard II(B): Integrity of Capital Markets – Market Manipulationhttps://youtu.be/IQCNPmjaWvgMembers-only
Standard III(A): Duties to Clients – Loyalty, Prudence, and Carehttps://youtu.be/LN2kP3q6h1AFree access
Standard III(B): Duties to Clients – Fair Dealinghttps://youtu.be/jKyKYmFjnuQMembers-only
Standard III(C): Duties to Clients – Suitabilityhttps://youtu.be/JvpNOOErqbcMembers-only
Standard III(D): Duties to Clients – Performance Presentationhttps://youtu.be/Icb4lofpUvwMembers-only
Standard III(E): Duties to Clients – Preservation of Confidentialityhttps://youtu.be/udp_g8LlsVoMembers-only
Standard IV(A): Duties to Employers – Loyaltyhttps://youtu.be/l_pW893og3YFree access
Standard IV(B): Duties to Employers – Additional Compensation Arrangementshttps://youtu.be/fXJ2zajasHAMembers-only
Standard IV(C): Duties to Employers – Responsibilities of Supervisorshttps://youtu.be/9H72qI7ZzQoMembers-only
Standard V(A): Diligence and Reasonable Basishttps://youtu.be/3Y2FkRmcFBQMembers-only
Standard V(B): Communication with Clients and Prospective Clientshttps://youtu.be/adbMP6uZeFUMembers-only
Standard V(C): Record Retentionhttps://youtu.be/Vgv9C6lLG1kFree access
Standard VI(A): Conflicts of Interest – Avoid or Disclose Conflictshttps://youtu.be/QtVXQI017ZQMembers-only
Standard VI(B): Conflicts of Interest – Priority of Transactionshttps://youtu.be/2c0AHvbF2ugMembers-only
Standard VI(C): Conflicts of Interest – Referral Feeshttps://youtu.be/AqCWg8ZrjE4Members-only
Standard VII(A): Conduct as Participants in CFA Institute Programshttps://youtu.be/4EdBZLoSdM4Members-only
Standard VII(B): Reference to CFA Institute …https://youtu.be/Rgs4DwmLX6cFree access
Introduction to the Global Investment Performance Standards (GIPS) (Learning Module 4) – complete
Video titleVideo linkVideo type
Global Investment Performance Standards (GIPS) basicshttps://youtu.be/k6A8b73ZtU0Members-only
Ethics application (Learning Module 5) – complete
Video titleVideo linkVideo type
Ethics application: professionalismhttps://youtu.be/ErY-D8ccT2UMembers-only
Ethics application: integrity of capital marketshttps://youtu.be/YVRRlcBttQwMembers-only
Ethics application: duties to clientshttps://youtu.be/ojKnFIHnsR8Members-only
Ethics application: duties to employershttps://youtu.be/HbTI8m5jYjkMembers-only
Ethics application: investment analysis, recommendations, and actionshttps://youtu.be/ULgU7DaSFDsMembers-only
Ethics application: conflicts of interesthttps://youtu.be/lgJgiaHLMsUMembers-only
Ethics application: responsibilities as a CFA Institute member or CFA candidatehttps://youtu.be/SfkSjeAQWjgMembers-only