CFA Equity and Portfolio Management practical tutorials




CFA Equity and Portfolio Management practical tutorials

This course will help you understand practically the syllabus of portfolio management and equity analysis .This course is best suited if you are pursing Chartered financial analyst designation (CFA) or taking finance as specialization in your grad and undergrad. The focus of this course is applied learning . This course give you basics of stock trading platform and research platforms.


We would be discussing topics like :


1. Asset allocation


2. Portfolio management - risk and return


3. Types of portfolio management- Active and passive


4. Portfolio management process


5. Basics of equity


6. Types of equity


7. Equity markets - primary market operations


8. Equity markets - secondary markets operations (stock trading )


9. Equity analysis - fundamental and technical analysis


This course has some elements of Bloomberg terminal. I have shown some examples of how Bloomberg terminal can be used to do economic, technical and fundamental analysis.


This course also has actual examples of stock analysis . In stock analysis we would be discussing concepts of core / satellite portfolio , Valuations ratios – P/E , P/S , P/CF , dividend discount model and Free cash flow based valuations , Gordons growth model , impact of economic data on stocks and non-financial analysis.


I have also provided analysis of north American companies so that you can better understand the concepts.  Example of companies include - Zoom , Qualcom , Aircanada , Disney , Alacer gold , microsoft etc



Learn practically the syllabus of CFA - Equity and Portfolio Management.

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What you will learn
  • This course will help you understand practically the syllabus of portfolio management and equity analysis .
  • This course is best suited if you are pursing Chartered financial analyst designation (CFA) or taking finance as specialisation in your grad and undergrad
  • The focus of this course is applied learning . This course give you basics of stock trading platform and research platforms

Rating: 4.5

Level: All Levels

Duration: 14 hours

Instructor: Finance in Canada Inc


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