Quantitative Methods – complete
Basics of multiple regression and underlying assumptions (Learning Module 1) – complete
Video title | Video link | Video type |
Multiple regression basics | https://youtu.be/PpvX00rldNQ | Members-only |
Multiple regression assumptions | https://youtu.be/rBOSoPQW5Lk | Members-only |
Evaluating regression model fit and interpreting model results (Learning Module 2) – complete
Video title | Video link | Video type |
Goodness of fit | https://youtu.be/xtOJeg4xrlM | Members-only |
Testing joint hypotheses for coefficients | https://youtu.be/1BfgFuLhRcc | Members-only |
Forecasting using multiple regression | https://youtu.be/A3uXg31sTM0 | Members-only |
Model misspecification (Learning Module 3) – complete
Video title | Video link | Video type |
Misspecified functional form | https://youtu.be/tQhMn35WE_4 | Members-only |
Heteroskedasticity | https://youtu.be/tLOm8gDhWRM | Members-only |
Serial correlation | https://youtu.be/F88-ONEjCwo | Members-only |
Multicollinearity | https://youtu.be/8G3C-TnxyZo | Members-only |
Extensions of multiple regression (Learning Module 4) – complete
Video title | Video link | Video type |
Influence analysis | https://youtu.be/0x4a8Q8ib3o | Members-only |
Dummy variables | https://youtu.be/iVA1zPWoWOs | Members-only |
Qualitative dependent variables | https://youtu.be/a05U9dOfmZw | Members-only |
Time-series analysis (Learning Module 5) – complete
Video title | Video link | Video type |
Linear and log-linear trend models | https://youtu.be/WMBedbYQNiE | Members-only |
Trend models and testing for correlated errors | https://youtu.be/I27fxc8g1Eo | Members-only |
AR time-series models and covariance-stationary series | https://youtu.be/mt52JEI3nDg | Members-only |
Detecting serially correlated errors in an AR model | https://youtu.be/QptUNNmjC4Y | Members-only |
Mean reversion and multiperiod forecasts | https://youtu.be/YAu2mRnQyho | Members-only |
Comparing forecast model performance | https://youtu.be/2mMOfD6irkc | Members-only |
Instability of regression coefficients | https://youtu.be/6uPiZnI1T68 | Members-only |
Random walks | https://youtu.be/d_8DeNFL-JA | Members-only |
Unit root test of nonstationarity | https://youtu.be/DftFuJunmiI | Members-only |
Moving-average time-series models | https://youtu.be/cWb86BDDm3c | Members-only |
Seasonality in time-series models | https://youtu.be/a4nW6q5kwPg | Members-only |
ARMA and ARCH models | https://youtu.be/RzSJ4UF7WcQ | Members-only |
Regressions with more than one time series | https://youtu.be/ipVXG3U4mO0 | Members-only |
Machine learning (Learning Module 6) – complete
Video title | Video link | Video type |
Machine learning basics | https://youtu.be/CmBHcfvRJVc | Members-only |
Evaluating ML algorithm performance | https://youtu.be/Y0i_fq226Ic | Members-only |
Supervised ML algorithm: penalized regression | https://youtu.be/Dc6DnuLem_0 | Members-only |
Support vector machine | https://youtu.be/AZxKxUwcoPQ | Members-only |
K-nearest neighbor | https://youtu.be/Qf_mNYjdmm8 | Members-only |
Classification and regression tree | https://youtu.be/oSFuMh6fR8E | Members-only |
Ensemble learning and random forest | https://youtu.be/Goigtz9tEOA | Members-only |
Classificaton of winning and losing funds case study | https://youtu.be/xUusOK9eAnQ | Members-only |
Unsupervised ML algorithms and principal component analysis | https://youtu.be/vGnfxW2Vlgo | Members-only |
Clustering | https://youtu.be/5qkG5sZkf1A | Members-only |
K-means clustering | https://youtu.be/BeF1Smum7pk | Members-only |
Hierarchical clustering | https://youtu.be/t4NXBBVDDm8 | Members-only |
Clustering stocks based on co-movement similarity case study | https://youtu.be/KHrYurcmCUk | Members-only |
Neural networks | https://youtu.be/IiiVNgV-Ewc | Members-only |
Deep neural networks | https://youtu.be/6jasGb0TVsM | Members-only |
Deep neural network-based equity factor model case study | https://youtu.be/M66QnIqxV-A | Members-only |
Choosing an appropriate ML algorithm | https://youtu.be/XI3fIEkmNMk | Members-only |
Big data projects (Learning Module 7) – complete
Video title | Video link | Video type |
Executing a data analysis project | https://youtu.be/q1HNFXfe9BE | Members-only |
Data preparation and wrangling | https://youtu.be/CyuyK9uHo0E | Members-only |
Unstructered (text) data | https://youtu.be/Zg_qawq2RTk | Members-only |
Data exploration objectives and methods | https://youtu.be/gKAF68_i3Cw | Members-only |
Unstructered data: text exploration | https://youtu.be/u6qSVQqs3U4 | Members-only |
Model training, structured vs. unstructured data, and method selection | https://youtu.be/jJMQ7m7IVDs | Members-only |
Performance evaluation | https://youtu.be/yuRMsSGk1pU | Members-only |
Tuning | https://youtu.be/IpajA08LBi0 | Members-only |
Financial forecasting project | https://youtu.be/B2hiGoqDpXc | Members-only |
Financial forecasting project – data exploration | https://youtu.be/so0xQ0swq3w | Members-only |
Financial forecasting project – model training | https://youtu.be/tOngKzco4WA | Members-only |
Financial forecasting project – results and interpretation | https://youtu.be/ZLwr5bKmncw | Members-only |
Economics – complete
Currency Exchange Rates: Understanding Equilibrium Value (Learning Module 1) – complete
Video title | Video link | Video type |
FX market concepts | https://youtu.be/z6fyRc56P0U | Members-only |
Arbitrage constraints on spot exchange rate quotes | https://youtu.be/5le6NnqodCU | Members-only |
Forward markets | https://youtu.be/BpBlGQ5hZ8w | Members-only |
The MtM value of a forward contract | https://youtu.be/3uXk7Ab3sOs | Members-only |
Uncovered interest rate parity | https://youtu.be/xjrQXIOudaQ | Members-only |
Forward rate parity | https://youtu.be/ExQ3imMZ7Ts | Members-only |
Purchasing power parity | https://youtu.be/jBD_7Wb4LMI | Members-only |
The Fischer effect | https://youtu.be/7GFXVikXlFA | Members-only |
The carry trade | https://youtu.be/D5fqVwSyLpY | Members-only |
The impact of balance of payment flows | https://youtu.be/NNc3UBhYyjU | Members-only |
Capital flows | https://youtu.be/OviWEhXZ3AY | Members-only |
Monetary and fiscal policies | https://youtu.be/E2zrfFlgYms | Members-only |
Exchange rate management: intervention and controls | https://youtu.be/X5J2MgTq7VE | Members-only |
Warning signs of a currency crisis | https://youtu.be/UqG47YsYPv4 | Members-only |
Economic Growth (Learning Module 2) – complete
Video title | Video link | Video type |
Factors favoring and limiting economic growth | https://youtu.be/isSqx1aVXxA | Members-only |
Why potential growth matters to investors | https://youtu.be/QZ4cLQfryds | Members-only |
Production function and growth accounting | https://youtu.be/h5xFZ1urW7k | Members-only |
Capital deepening versus technological progress | https://youtu.be/dwgQFZTRVvY | Members-only |
Natural resources | https://youtu.be/FGDK0i-beho | Members-only |
Labor supply | https://youtu.be/dd7CmxnIOyY | Members-only |
ICT, non-ICT, and technology and public infrastructure | https://youtu.be/c3A_XIkhnDA | Members-only |
Thoeries of growth | https://youtu.be/PWqP5G1QqoA | Members-only |
Implications of the neoclassical model | https://youtu.be/8IR6-LdbILU | Members-only |
Extensions of the neoclassical model | https://youtu.be/XQ-T9M5W2R8 | Members-only |
Endogenous growth model | https://youtu.be/BhHTvNwbKrg | Members-only |
Convergence hypothesis | https://youtu.be/YxA2bML9R2A | Members-only |
Growth in an open economy | https://youtu.be/SOVaaPnbQKM | Members-only |
Financial Statement Analysis
Introduction to Financial Statement Analysis (Learning Module 1) – complete
Video title | Video link | Video type |
Corporate investment categories and financial assets | https://youtu.be/c_VFrxTdS-o | Free access |
Investments in associates and joint ventures | https://youtu.be/xuig4nC8GhE | Free access |
Associates – amortization of excess purchase price | https://youtu.be/ZP74BsZHYeQ | Members-only |
Transactions with associates | https://youtu.be/3QnzKFyMxpw | Members-only |
Acquisition method – full and partial goodwill | https://youtu.be/Y86HQj2MgOk | Free access |
Acquisition method and the consolidation process | https://youtu.be/pzYehwHG0m4 | Members-only |
Variable interest and special purpose entities | https://youtu.be/fe5J_2Meacc | Members-only |
Additional issues in business combinations | https://youtu.be/BcFCWwJX2UQ | Members-only |
Employee compensation: post-employment and share-based payment (Learning Module 2) – complete
Video title | Video link | Video type |
Types of employee compensation | https://youtu.be/wswEaSVsjxI | Members-only |
Financial reporting for share-based compensation | https://youtu.be/LMbMTjiy7Tw | Free access |
Share-based compensation: tax and share count effects | https://youtu.be/z3mKeoCXvwY | Members-only |
Share-based compensation: financial statement modeling | https://youtu.be/5_CZiu-hNUw | Members-only |
Financial reporting for DC plans | https://youtu.be/cX3H5kigRo8 | Members-only |
Financial reporting for DB plans under IFRS | https://youtu.be/S8mpsBSBLlc | Members-only |
Financial reporting for DB plans under US GAAP | https://youtu.be/sisQz-pqDYM | Members-only |
Multinational operations (Learning Module 3)
Video title | Video link | Video type |
Foreign currency transactions | https://youtu.be/yQeWC1zw9_8 | Members-only |
Current rate method | https://youtu.be/rpWv4-N4rq8 | Members-only |
Temporal method | https://youtu.be/N5QlT_xQ1co | Members-only |
Translation in an hyperinflationary economy | https://youtu.be/_Hr0ubx2L8s | Members-only |
Translation analytical issues | tba | Members-only |
Analysis of Financial Institutions (Learning Module 4) – complete
Video title | Video link | Video type |
What makes financial institutions different | https://youtu.be/5DJaRLe6wNU | Members-only |
The CAMELS approach to bank analysis | https://youtu.be/WiJAcys5hmg | Members-only |
Non-CAMELS factors | https://youtu.be/NaK9bN5nCcE | Members-only |
Analyzing property and casualty insurers | https://youtu.be/c_vPJsjJEns | Members-only |
Analyzing life and health insurers | https://youtu.be/_B-LP5Xnlls | Members-only |
Evaluating Quality of Financial Reports (Learning Module 5)
Video title | Video link | Video type |
Conceptual framework for assessing financial reporting quality | https://youtu.be/8DXV4JFH5ss | Members-only |
M&A issues and divergence from economic reality | https://youtu.be/LCdUXN8ChkE | Members-only |
General steps of evaluation | https://youtu.be/11TDfT7IQyI | Members-only |
Quantitative tools to assess the likelihood of misreporting | https://youtu.be/7BFRW2N5X4E | Members-only |
Earnings quality indicators | https://youtu.be/CpiGxMBmvdw | Members-only |
Earnings persistence | https://youtu.be/WQydNoiEPLg | Members-only |
Mean reversion in earnings | check back on 18 Jun 2025 | Members-only |
Bankrputcy prediction models | check back on 18 Jun 2025 | Members-only |
Cash flow quality | check back on 26 Jun 2025 | Members-only |
Balance sheet quality | check back on 26 Jun 2025 | Members-only |
Sources of information about risk | check back on 27 Jun 2025 | Members-only |
Integretaion of Financial Statement Analysis Techniques (Learning Module 6)
Video title | Video link | Video type |
Companion to the Nestle case study | check back on 27 Jun 2025 | Members-only |
Corporate Issuers – complete
Analysis of Dividends and Share Repurchases (Learning Module 1) – complete
Video title | Video link | Video type |
Dividends: forms and effects on shareholder walth and financial ratios | https://youtu.be/V2iVEsPbrWc | Members-only |
Dividend policy and company value: theories | https://youtu.be/UM8M6QYljb4 | Members-only |
Dividend signaling | https://youtu.be/Dj0HLkqvDCg | Members-only |
Factors affecting dividend policy in practice | https://youtu.be/J0mwU-li9Sg | Members-only |
Payout policies | https://youtu.be/15n5ds6Hq_4 | Members-only |
Share repurchases | https://youtu.be/s601GQM4f2I | Members-only |
The dividend versus share repurchase decision | https://youtu.be/jGyLe5R6Asc | Members-only |
Analysis of dividend safety | https://youtu.be/QAyQFebFHeU | Members-only |
ESG Considerations in Investmenty Analysis (Learning Module 2) – complete
Video title | Video link | Video type |
Ownership structures and their effects on corporate governance | https://youtu.be/fA6_Zk-vT4M | Members-only |
Evaluating corporate governance policies and procedures | https://youtu.be/FoRA-bUJuIo | Members-only |
ESG-related risks and opportunities | https://youtu.be/ivz0ayMM8lM | Members-only |
Cost of Capital: Advanced Topics (Learning Module 3) – complete
Video title | Video link | Video type |
Cost of capital factors | https://youtu.be/8aKVzioANaQ | Members-only |
Estimating the cost of debt | https://youtu.be/miJNhz7jhRA | Members-only |
The ERP | https://youtu.be/D4Lm0T1AHBo | Members-only |
The cost of equity | https://youtu.be/fuzQeyFUi-U | Members-only |
Corporate Restructuring (Learning Module 4) – complete
Video title | Video link | Video type |
Corporate evolution, actions, and motivations | https://youtu.be/q-D6fTqRqzc | Members-only |
Evaluating corporate restructurings | https://youtu.be/9It4-7tE7cI | Members-only |
Modeling and valuation | https://youtu.be/1MKeJ5M_W2M | Members-only |
Equity Valuation
Equity Valuation: Applications and Processes (Learning Module 1)
Video title | Video link | Video type |
Applications of equity valuation | check back on 27 Jun 2025 | Members-only |
Understanding the business | check back on 30 Jun 2025 | Members-only |
Analysis of financial reports and sources of information | check back on 30 Jun 2025 | Members-only |
Selecting the appropriate valuation method | check back on 30 Jun 2025 | Members-only |
Issues in model selection and interpretation | check back on 01 Jul 2025 | Members-only |
The analyst’s role and responsibilities | check back on 01 Jul 2025 | Members-only |
Communicating valuation results | check back on 01 Jul 2025 | Members-only |
Dsicounted Dividend Valuation (Learning Module 2)
Video title | Video link | Video type |
Present value models overview | check back on 02 Jul 2025 | Members-only |
The dividend discount model | check back on 02 Jul 2025 | Members-only |
The Gordon growth model | check back on 02 Jul 2025 | Members-only |
Share repurchases and the implied dividend growth rate | check back on 03 Jul 2025 | Members-only |
The Gordon growth model: other issues | check back on 03 Jul 2025 | Members-only |
Multistage dividend discount models | check back on 03 Jul 2025 | Members-only |
The H-model and three-stage DDMs | check back on 04 Jul 2025 | Members-only |
Estimating the required rate of return | check back on 04 Jul 2025 | Members-only |
The financial determinants of growth rates | check back on 04 Jul 2025 | Members-only |
Ethics and Professional Standards – complete
Code of Ethics and Standards of Professional Conduct (Learning Module 1) – complete
Video title | Video link | Video type |
Code of Ethics and Standards of Professional Conduct | https://youtu.be/zGRPVrEh1Js | Members-only |
Guidance for Standards I–VII and Ethics Application (Learning Module 2) – complete
Video title | Video link | Video type |
Standard I(A): Professionalism – Knowledge of the law | https://youtu.be/syeNuv23LH0 | Members-only |
Standard I(B): Professionalism – Independence and Objectivity | https://youtu.be/qay2LwSAxM8 | Free access |
Standard I(C): Professionalism – Misrepresentation | https://youtu.be/IeZIYXP47Xs | Members-only |
Standard I(D): Professionalism – Misconduct | https://youtu.be/ZMcJmBpGq34 | Members-only |
Standard I(E): Professionalism – Competence | https://youtu.be/v5URX9c2hOQ | Members-only |
Standard II(A): Integrity of Capital Markets – Material Nonpublic Information | https://youtu.be/Yphbhu9h1Qs | Members-only |
Standard II(B): Integrity of Capital Markets – Market Manipulation | https://youtu.be/IQCNPmjaWvg | Members-only |
Standard III(A): Duties to Clients – Loyalty, Prudence, and Care | https://youtu.be/LN2kP3q6h1A | Free access |
Standard III(B): Duties to Clients – Fair Dealing | https://youtu.be/jKyKYmFjnuQ | Members-only |
Standard III(C): Duties to Clients – Suitability | https://youtu.be/JvpNOOErqbc | Members-only |
Standard III(D): Duties to Clients – Performance Presentation | https://youtu.be/Icb4lofpUvw | Members-only |
Standard III(E): Duties to Clients – Preservation of Confidentiality | https://youtu.be/udp_g8LlsVo | Members-only |
Standard IV(A): Duties to Employers – Loyalty | https://youtu.be/l_pW893og3Y | Free access |
Standard IV(B): Duties to Employers – Additional Compensation Arrangements | https://youtu.be/fXJ2zajasHA | Members-only |
Standard IV(C): Duties to Employers – Responsibilities of Supervisors | https://youtu.be/9H72qI7ZzQo | Members-only |
Standard V(A): Diligence and Reasonable Basis | https://youtu.be/3Y2FkRmcFBQ | Members-only |
Standard V(B): Communication with Clients and Prospective Clients | https://youtu.be/adbMP6uZeFU | Members-only |
Standard V(C): Record Retention | https://youtu.be/Vgv9C6lLG1k | Free access |
Standard VI(A): Conflicts of Interest – Avoid or Disclose Conflicts | https://youtu.be/QtVXQI017ZQ | Members-only |
Standard VI(B): Conflicts of Interest – Priority of Transactions | https://youtu.be/2c0AHvbF2ug | Members-only |
Standard VI(C): Conflicts of Interest – Referral Fees | https://youtu.be/AqCWg8ZrjE4 | Members-only |
Standard VII(A): Conduct as Participants in CFA Institute Programs | https://youtu.be/4EdBZLoSdM4 | Members-only |
Standard VII(B): Reference to CFA Institute … | https://youtu.be/Rgs4DwmLX6c | Free access |
Application of the Code and Standards (Learning Module 3) – complete
Video title | Video link | Video type |
Serengeti Advisory Services | https://youtu.be/WkXzNvwL_oU | Members-only |
Banco Libertad | https://youtu.be/yhdvS7L4lro | Members-only |
QuantHouse | https://youtu.be/9IPQZ0xb_fk | Members-only |
Jacobs, Riccio, and Associates | https://youtu.be/dkZO6TCBuzI | Members-only |
Magadi Asset Management | https://youtu.be/q5yGsn_4Im0 | Members-only |
Syyark | https://youtu.be/8pZT2oToxdA | Members-only |
Agarway | https://youtu.be/7_NDHTVBY3U | Members-only |