• views: 237
• date: 4 June 2025
• posted by: 0nelove

Explain how equity securities function and their role in portfolio construction.
Differentiate between primary and secondary markets, and understand market efficiency.
Analyze industry and company fundamentals using top-down and bottom-up approaches.
Apply equity valuation models, including dividend discount and price multiples.
Requirements
You must be a CFA Level 1 candidate or preparing to enroll.
As per CFA Institute guidelines, an undergraduate qualification or equivalent work experience is expected.
Familiarity with basic finance or accounting is helpful but not required.
No prior background in equity markets is needed—this course builds foundational understanding.
Downloadable resources, formulas, and CFA-style questions will be provided throughout the course.
Description
Equity Investments is a high-yield section of the CFA Level 1 curriculum, covering how stock markets function, how to evaluate companies, and how to apply valuation models used by investment professionals. This course simplifies dense CFA content into clear, structured lessons, making it easier to focus on what truly matters for exam success.You will begin by understanding the role of equity in an investment portfolio, the structure of primary vs. secondary markets, and the concepts behind market efficiency. Then we will dive into equity research, where you will learn how to assess companies and industries using top-down and bottom-up analysis.We will walk through core valuation models, including the Dividend Discount Model (DDM), Gordon Growth, and relative valuation using price multiples like P/E and P/B ratios. You will see how analysts make projections, interpret results, and arrive at fair value estimates—all in a CFA-tested format.Each lesson is directly aligned with the CFA Institute Learning Outcome Statements (LOS) and includes real-world examples, visual aids, downloadable notes, and exam-style practice questions.Whether you are approaching this material for the first time or brushing up before exam day, this course helps you build essential equity analysis skills—vital for the exam and your finance career.
Who this course is for
CFA Level 1 candidates who want a structured, exam-focused approach to Equity.
Finance professionals seeking to strengthen their knowledge of equity analysis and valuation.
Students preparing for the equity section of any investment-related exam.
Self-learners looking to grasp how public markets, equity securities, and valuation models work.



   
   
   

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