Overview

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.

Skills

Reviews