FOLLOW THIS CHRONOLOGY:

CHAPTER
NUMBER IN
SUBJECT PARTICULRS
VIDEO AND
NOTES

3 Market Efficiency
4 Overview of Equity Securities
2 Security Market Indexes
1 Market Organization and Structure
EQUITY
5 Company Analysis: Past and Present
6 Industry and Competitive Analysis
7 Company Analysis: Forecasting
8 Equity Valuation: Concepts and Basic Tools

1 Ethics and Trust in the Investment Profession

2 Code of Ethics and Standards of Professional Conduct
ETHICS 3 Guidance for Standards I–VII
4 Introduction to the Global Investment Performance Standards (GIPS)
5 Ethics Application

4 Basics of Portfolio Planning and Construction

1 Portfolio Management: An Overview
PORTFOLIO 2 Portfolio Risk and Return: Part I
MANAGEMENT 3 Portfolio Risk and Return: Part II
5 The Behavioral Biases of Individuals
6 Introduction to Risk Management

1 Fixed-Income Instrument Features

2 Fixed-Income Cash Flows and Types
3 Fixed-Income Issuance and Trading
4 Fixed-Income Markets for Corporate Issuers
5 Fixed-Income Markets for Government Issuers
6 Fixed-Income Bond Valuation: Prices and Yields
7 Yield and Yield Spread Measures for Fixed-Rate Bonds
8 Yield and Yield Spread Measures for Floating-Rate Instruments
9 The Term Structure of Interest Rates: Spot, Par, and Forward Curves
FIXED INCOME
FIXED INCOME 10 Interest Rate Risk and Return
11 Yield-Based Bond Duration Measures and Properties
12 Yield-Based Bond Convexity and Portfolio Properties
13 Curve-Based and Empirical Fixed-Income Risk Measures
14 Credit Risk
15 Credit Analysis for Government Issuers
16 Credit Analysis for Corporate Issuers
17 Fixed-Income Securitization
18 Asset-Backed Security (ABS) Instrument and Market Features
19 Mortgage-Backed Security (MBS) Instrument and Market Features

1 Introduction to Financial Statement Analysis

2 Analyzing Income Statements
3 Analyzing Balance Sheets
4 Analyzing Statements of Cash Flows I
5 Analyzing Statements of Cash Flows II
FINANCIAL
11 Financial Analysis Techniques
STATEMENT
ANALYSIS 6 Analysis of Inventories
7 Analysis of Long-Term Assets
8 Topics in Long-Term Liabilities and Equity
9 Analysis of Income Taxes
10 Financial Reporting Quality
12 Introduction to Financial Statement Modeling

1 Organizational Forms, Corporate Issuer Features, and Ownership

2 Investors and Other Stakeholders
3 Corporate Governance: Conflicts, Mechanisms, Risks, and Benefits
CORPORATE
ISSUERS 4 Working Capital and Liquidity
5 Capital Investments and Capital Allocation
6 Capital Structure
7 Business Models

1 Alternative Investment Features, Methods, and Structures

2 Alternative Investment Performance and Returns
3 Investments in Private Capital: Equity and Debt
ALTERNATIVE
INVESTMENTS 4 Real Estate and Infrastructure
ALTERNATIVE
INVESTMENTS
5 Natural Resources
6 Hedge Funds
7 Introduction to Digital Assets

8 Pricing and Valuation of Options

9 Option Replication Using Put–Call Parity
10 Valuing a Derivative Using a One-Period Binomial Model
1 Derivative Instrument and Derivative Market Features
2 Forward Commitment and Contingent Claim Features and Instruments
DERIVATIVES
3 Derivative Benefits, Risks, and Issuer and Investor Uses
4 Arbitrage, Replication, and the Cost of Carry in Pricing Derivatives
5 Pricing and Valuation of Forward Contracts and for an Underlying with varying Maturities
6 Pricing and Valuation of Futures Contracts
7 Pricing and Valuation of Interest Rates and Other Swaps

1 Firms and Market Structures

2 Understanding Business Cycles
3 Fiscal Policy
4 Monetary Policy
ECONOMICS
5 Introduction to Geopolitics
6 International Trade
7 Capital Flows and the FX Market
8 Exchange Rate Calculations

1 Rates and Returns

2 The Time Value of Money in Finance
3 Statistical Measures of Asset Returns
4 Probability Trees and Conditional Expectations
5 Portfolio Mathematics
QUANTITATIVE
6 Simulation Methods
METHODS
7 Estimation and Inference
8 Hypothesis Testing
9 Parametric and Non-Parametric Tests of Independence
10 Simple Linear Regression
11 Introduction to Big Data Techniques