*Ignore the Chapters Marked in Red - Deleted for 2024 Exam

All the Practice Lectures have to be done after the respective Chapters. Details are given in the Practice Lecture Sheet.

Reading
Duration LOS Reference
number Subject Chapter Lecture Name Content Covered Lecture Remarks
hh:mm (Sch 2024) Material
(2024)

01. Introduction of the

1 Basic Concepts Calculator 00:03 Lecture
Calculator-1
1 Basic Concepts Calculator 02. The Basic Buttons-1 00:02 Lecture
03. Basic Mathematical
1 Basic Concepts Calculator 00:05 Lecture
Functions-1
1 Basic Concepts Calculator 04. TVM Buttons-1 00:07 Lecture
1 Basic Concepts Calculator 05. The Reset Button-1 00:02 Lecture
06. ChnAos, RandDate,
1 Basic Concepts Calculator 00:12 Lecture
Breakeven, Interest-1
07. LN, CF, NPV, IRR,
1 Basic Concepts Calculator 0:08 Lecture
Payback-1
1 Basic Concepts Calculator 08. Statistical Functions-1 0:05 Lecture
09. STO, Round, RCL, Trigo,
1 Basic Concepts Calculator 0:08 Lecture
Depreciation-1
1 Basic Concepts Calculator 10. Bond Functions-1 0:05 Lecture
11. Memory, xP By Y, P By Y,
1 Basic Concepts Calculator 0:02 Lecture
Amount-1
1 Basic Concepts Calculator 12. Conclusion-1 0:02 Lecture
Alternative Introduction to Commodities and 01. Compare Characteristics Compare characteristics of
32 0:48 A Schweser
Investments Commodity Derivatives of Commodity Sectors-1 commodity sectors
-B: Life cycle of commodity sectors.
-C: Valuation of commodity vs
Alternative Introduction to Commodities and 02. Commodity-Sectors, Asset
32 0:51 B, C, D equities & bonds Schweser
Investments Commodity Derivatives Class, Participants-1
-D: Types of participants in
Commodity futures market
Alternative Introduction to Commodities and 03. Contango, Basis, Contango, Backwardation,
32 0:37 E Normal Contango, Normal Lecture
Investments Commodity Derivatives Backwardation-1
Backwardation
Alternative Introduction to Commodities and 04. Theories of Commodity
32 0:41 E, F Theories of commodity futures returns Schweser
Investments Commodity Derivatives Futures Returns-1
Alternative Introduction to Commodities and 05. Analysing Returns, Index Analysing returns and Index
32 1:20 G, H, I, J Schweser
Investments Commodity Derivatives Construction-1 construction
Alternative 01. Types of Real Estate Types - Residential, commercial ,
33 Real Estate Investments 0:29 A Lecture
Investments Investment-1 Farmland timber , Introduction
Alternative 02. Types of Real Estate Public, Private, Direct Indirect, Debt,
33 Real Estate Investments 0:31 A Lecture
Investments Investment-2 Equity
Alternative 03. Real Estate
33 Real Estate Investments 0:22 A Characteristics Schweser
Investments Characteristics-1
Alternative 04. Real Estate Principal
33 Real Estate Investments 0:24 A Principal Risks
Investments Risks-1
Alternative 05. Real Estate Economic
33 Real Estate Investments 0:28 B Economic Drivers
Investments Drivers-1
Alternative 06. Types of Commercial
33 Real Estate Investments 0:40 C Commercial Property Types
Investments Property-1
Alternative 07. Due Diligence for Real Due Diligence for private & public
33 Real Estate Investments 0:11 D Schweser
Investments Estate Investment-1 equity real estate investment
Alternative
33 Real Estate Investments 08. Real Estate Indexes-1 0:28 E Real Estate indexes Schweser
Investments
-J: Adv. & disadv. of investing
through publicly traded securities vs
Alternative 09. Real Estate Valuation and
33 Real Estate Investments 0:56 J, F private vehicles
Investments Investing Modes-1
-F: Types of publicly traded RE
securities
Alternative Synopsis of all methods of valuation
33 Real Estate Investments 10. REIT Valuation-1 0:15 G, H, I Lecture
Investments of REIT
Alternative
33 Real Estate Investments 11. REIT Valuation-2 0:20 G NAVPS Schweser
Investments
Alternative
33 Real Estate Investments 12. REIT Valuation-3 0:22 H, I FFO and AFFO Schweser
Investments
-M: FFO and AFFO
Alternative -O: Adv. & disadv. of investing
33 Real Estate Investments 13. REIT Valuation-4 0:20 H, J through publicly traded securities vs Schweser
Investments
private vehicles
Alternative 01. Hedge Funds-Terms, Level 1 Terms Revised, and a
34 Hedge Fund Strategies 0:35
Investments Strategies-1 Summary of Hedge Fund Strategies
Alternative 02. Hedge Fund Strategies- Introduction, Types of Strategies,
34 Hedge Fund Strategies Types, Equity Related 0:51 A, B
Investments Equity related hedge fund strategy
Strategy-1
Alternative 03. Event Driven Hedge fund Strategy 1C, 2A, 2B -
34 Hedge Fund Strategies 0:53 Event Driven Hedge fund strategy
Investments Strategy-1 LOS B, C
Alternative 04. Relative Value Hedge
34 Hedge Fund Strategies 0:47 Strategy 3 - LOS D Relative Value Hedge fund strategy
Investments Fund Strategy-1
Alternative 05. Opportunistic Hedge Fund
34 Hedge Fund Strategies 0:49 Strategy 4 - LOS E Opportunistic Hedge fund strategy
Investments Strategy-1
Alternative 06. Specialist Hedge Fund
34 Hedge Fund Strategies 0:40 Strategy 5A - LOS F Specialist Hedge fund strategy
Investments Strategy-1
Alternative 07. Multi-Manager Hedge Strategy 5B, 6AB - LOS
34 Hedge Fund Strategies 1:00 Multi-manager Hedge fund strategy
Investments Fund Strategy-1 F,G
Alternative 08. Factor Models and Factor Models and Portfolio impact
34 Hedge Fund Strategies Portfolio Impact of Hedge 0:54 H, I
Investments of hedge funds
Funds-1
Pricing and Valuation of 01. Forward Payoff, Price, Cash & Carry, Reverse cash & carry
30 Derivatives 0:23 arbitrage - revise, replicating part,
Forward Commitments Value-Recap-1
arbitrage payoff vs price vs value
Pricing and Valuation of 02. Forward Pricing Formula-
30 Derivatives 0:30 Forward Price formula
Forward Commitments 1
Pricing and Valuation of
30 Derivatives 03. Forward Pricing Sum-1 0:28 Forward sum - Equity
Forward Commitments
Pricing and Valuation of Do this before Fixed Income and
30 Derivatives 04. MRR-1 0:22 MRR,-LIBOR replaced SOFR popular
Forward Commitments Derivatives
Pricing and Valuation of 05. Currency Forward Currency F_price sum & formula for
30 Derivatives 0:21
Forward Commitments Pricing-1 discrete, continuous MRR
Pricing and Valuation of Value forward using Eq, Currency
30 Derivatives 06. Valuing Forwards-1 0:40
Forward Commitments example
*Ignore the Chapters Marked in Red - Deleted for 2024 Exam
All the Practice Lectures have to be done after the respective Chapters. Details are given in the Practice Lecture Sheet.

Reading
Duration LOS Reference
number Subject Chapter Lecture Name Content Covered Lecture Remarks
hh:mm (Sch 2024) Material
(2024)

Pricing and Valuation of

30 Derivatives 09. Swaps-Payoff, Pricing-1 0:50 Swaps-Payoff & Pricing
Forward Commitments
Pricing and Valuation of
30 Derivatives 10. Swap Value-1 0:20 Swap Value-Formula & sums
Forward Commitments
01. Binomial Model,Hedge Binomial Model- Proof- Replicating
31 Derivatives Valuation of Contingent Claims 0:45
Ratio-Call-1 portfolio & hedge ratio using Call
02. Binomial Model, Hedge Binomial Model- Proof- Replicating
31 Derivatives Valuation of Contingent Claims 0:20
Ratio-Put-1 portfolio & hedge ratio using Put
03. Binomial-1,2 Period Binomial - 1 period, 2 period & πU,
31 Derivatives Valuation of Contingent Claims 0:43
Model-1 πD, U, D formula
31 Derivatives Valuation of Contingent Claims 04. Binomial Tree-1 0:15 Example 5 IM'24
31 Derivatives Valuation of Contingent Claims 05. Binomial Tree-American-1 0:42 Example 7 IM'24
31 Derivatives Valuation of Contingent Claims 06. 3 Period Binomial Tree-1 0:26 3 Period American European Call Put
BSM (formula, N(d_1), N(-d_1), C_0
31 Derivatives Valuation of Contingent Claims 07. BSM-1 0:55 BSM --->PCP--->P_0(BSM),
Assumptions, Example simple.
BSM for Equity, Currency,
31 Derivatives Valuation of Contingent Claims 08. BSM and Swaptions-1 0:38 F, G(half)
Forward/Future with Div
Please try the sum yourself first and
3 sums done on BSM with option on then attend the lecture. [Sums given
10. BSM with Dividend Yield-
31 Derivatives Valuation of Contingent Claims 0:28 H, I Equity with dividend, option & in the very 1st slide when you begin
1
futures the lecture/ App WB] --> Add in file
wala column later

11. Option Greeks- C_0/P_0 =fn(S X rtdσ), revision,

31 Derivatives Valuation of Contingent Claims 0:29 K introducing greek letters, Exception
Introduction-1
to -ve theta
31 Derivatives Valuation of Contingent Claims 12. Delta and Graphs-1 0:25 K Delta - Its graphs for call & put
13. Delta, Gamma, Hedging-
31 Derivatives Valuation of Contingent Claims 0:29 Delta, Gamma, Hedging introduction
1
Delta Hedging sums, Formula, Stock
31 Derivatives Valuation of Contingent Claims 14. Delta Hedging Sums-1 0:43 Delta, Gamma of Stock, Delta of
Portfolio, Delta Natural
Dynamic Delta Hedge, Practice sum
31 Derivatives Valuation of Contingent Claims 15. Dynamic Delta Hedging-1 0:32
on Rebalancing, Gamma Risk
Sign of Delta and Gamma, Change
31 Derivatives Valuation of Contingent Claims 16. Delta and Gamma-1 0:27 in Call /Put value formula using
Delta and Gamma
Delta and Formulas for Dividend
31 Derivatives Valuation of Contingent Claims 17. Delta-Dividend Stocks-1 0:09
Paying Stocks
31 Derivatives Valuation of Contingent Claims 18. Vega, Rho, Theta-1 0:20 Vega, Rho, Theta
31 Derivatives Valuation of Contingent Claims 19. Implied Volitility-1 0:22 Implied Volatility
31 Derivatives Valuation of Contingent Claims 20. Swaption-1 0:09 Swaption
31 Derivatives Valuation of Contingent Claims 21. Swaption-2 0:24 Swaption
31 Derivatives Valuation of Contingent Claims 22. Swaption-Equivalencies-1 0:33 Equivalencies for Swaptions
31 Derivatives Valuation of Contingent Claims 23. Swaption-BSM-1 0:10 Swaptions BSM
31 Derivatives Valuation of Contingent Claims 24. FRA-BSM-1 0:10 BSM - FRA
Financial 01. Different Currencies, Local Currency, Functional Currency
10 Statement Multinational Operations 0:59 A, B and Presentation Currency. Foreign Schweser
Transaction Exposure-1
Analysis currency transaction exposure
Financial 02. Current Rate Method
10 Statement Multinational Operations 1:01 E Current Rate Method Sum (Example)
Sum-1
Analysis
Temporal Example. Why Current
Financial
03. Current Rate vs Temporal and Temporal Method show
10 Statement Multinational Operations 1:08 E
Method-1 different results.
Analysis
Current vs temporal Comparison
Financial
10 Statement Multinational Operations 04. Ratios, Translation-1 1:05 F, C, D
Analysis
-G: Hyperinflation
Financial 05. Hyperinflation, Tax
-H: Tax implication
10 Statement Multinational Operations Implication, Sales Growth, 1:35 G, H, I, J -I: Sales Growth
Analysis Forex Risk-1
-J: Foreign Exchange Risk
-A: How Financial Institutions differ
Financial
from other companies
11 Statement Analysis of Financial Institutions 01. Financial Institutions-1 0:35 A, B -B: Key aspects of financial
Analysis
regulation of financial institutions
Financial 02. Capital Adequacy, Asset
11 Statement Analysis of Financial Institutions 1:04 C Capital Adequacy and Asset Quality
Quality-1
Analysis
Financial 03. Credit Risk Analysis, Loan Credit Risk Analysis and Loan Loss
11 Statement Analysis of Financial Institutions 0:45 C
Loss Provision-1 Provision
Analysis
Financial 04. Management Management Capabilities, Earnings,
11 Statement Analysis of Financial Institutions Capabilities, Earnings, 1:00 C
Liquidity and Sensitivity
Analysis Liquidity and Sensitivity-1
Financial 05. CAMELS and Other Example of CAMELs and other
11 Statement Analysis of Financial Institutions 0:53 D, E
Factors-1 factors to analyse banks
Analysis
Financial Insurance companies and Chapter
11 Statement Analysis of Financial Institutions 06. Insurance Companies-1 1:29 F
Summary
Analysis
Financial 01. Intercorporate
8 Statement Intercorporate Investments 1:06 A, B
Investments-1
Analysis
Financial 02. Intercorporate Effective interest rate, C1 revision &
8 Statement Intercorporate Investments 0:27 A, B
Investments-2 then AFS HTM.
Analysis
Financial 03. Investment in Associate, -(0-0:25): Investment in associate,
8 Statement Intercorporate Investments 1:27 A, B
Goodwill-1 -(0:26-1:27): good will
Analysis
-(0-0:09): Impairment
Financial
04. Impairment, Upstream, -(0:10-0:52): Up stream Down
8 Statement Intercorporate Investments 1:00 A, B
Downstream-1 stream
Analysis
-(0:53-1:00): Analysis
*Ignore the Chapters Marked in Red - Deleted for 2024 Exam
All the Practice Lectures have to be done after the respective Chapters. Details are given in the Practice Lecture Sheet.

Reading
Duration LOS Reference
number Subject Chapter Lecture Name Content Covered Lecture Remarks
hh:mm (Sch 2024) Material
(2024)

-(0-0:08): Business combination

Financial (Theory introduction 3 types & 2
8 Statement Intercorporate Investments 05. Business Combination-1 1:00 A, B methods),
Analysis -(0:09-1:00): Example sum to
practice
Financial 06. Business Combination-
8 Statement Intercorporate Investments 1:07 A, B Business combination (Good will)
Goodwill-1
Analysis
Financial -(0-0: 29): J V & Analysis last,
8 Statement Intercorporate Investments 07. JV, SPE, Other Issues-1 0:49 A, B, C
-(0:30-0:49): SPE & other issues
Analysis
Financial 08. A-Calendar vs Financial What is the difference between
8 Statement Intercorporate Investments 0:03 - Calendar Year and Financial Year
Year-1
Analysis and what to use when
Financial Employee Compensation-Post- 01. Employee Compensation- Why employee compensation is
9 Statement 0:55 A important for analysts, Types of Lecture Notes
Employment and Share-Based Types-1
Analysis Employee Compasation
Financial Employee Compensation-Post-
9 Statement 02. DCB, DBP, OPEB-1 0:31 D (half) DCB, DBP, OPEB Lecture Notes
Employment and Share-Based
Analysis
DBP- how is benefit calculated, DBO,
Financial Plan Asset, PSC, Actuarial
Employee Compensation-Post-
9 Statement 03. DBP-1 0:46 D Assumption, Contribution, expected Lecture Notes
Employment and Share-Based
Analysis Return - explained terms through
and example
Financial Employee Compensation-Post- B/S P/L - as per IFRS and USGAAP
9 Statement 04. BS PL for DBP-1 1:05 D Lecture Notes
Employment and Share-Based for DBP.
Analysis
Financial Employee Compensation-Post-
9 Statement 05. Stock Options-1 0:44 B Lecture Notes
Employment and Share-Based
Analysis
Financial Employee Compensation-Post-
9 Statement 06. Stock Grants-1 0:55 B Lecture Notes
Employment and Share-Based
Analysis
Financial Employee Compensation-Post-
9 Statement 07. Dilution Effects-1 1:09 B Lecture Notes
Employment and Share-Based
Analysis
Financial Employee Compensation-Post- 08. Shared-Based
9 Statement 0:25 C Lecture Notes
Employment and Share-Based Compensation in Valuation-1
Analysis
Financial Evaluating Quality of Financial 01. Evaluating Quality of
12 Statement 1:04 A, B, C, D
Reports Financial Reports-1
Analysis
Financial Evaluating Quality of Financial 02. Evaluating Quality of
12 Statement 0:41 E, F, G, H, I, J, K, L, M
Reports Financial Reports-2
Analysis
Financial Integration of Financial 01. Integration of Financial
13 Statement Statement Analysis 0:17
Statement Analysis Techniques
Analysis Techniques-1
Financial Integration of Financial 02. Integration of Financial
13 Statement Statement Analysis 0:29 A, B, C, D, E
Statement Analysis Techniques
Analysis Techniques-2
01. Discounted Dividend Introduction to this chapter & A-
20 Equity Discounted Dividend Valuation 0:28 A Schweser
Valuation-1 DDM Basics
02. Discounted Dividend Dividend formulas, PGVO, PF
20 Equity Discounted Dividend Valuation 1:31 B Lecture
Valuation-2 (concepts of LOS B)
03. Discounted Dividend
20 Equity Discounted Dividend Valuation 0:43 Marking B - G, H, I, J, K Schweser
Valuation-3
04. Discounted Dividend
20 Equity Discounted Dividend Valuation 1:09 L, M Schweser
Valuation-4
05. Discounted Dividend
20 Equity Discounted Dividend Valuation 0:16 N, O, P Schweser
Valuation-5
01. FCFF and FCFE Formulas-
21 Equity Free Cash Flow Valuation 0:54 FCFF & FCFE formulas explained. Lecture
1
-A: FCFF VS FCFE
-B: Ownership Prospective implicit in
02. Free Cash Flow
21 Equity Free Cash Flow Valuation 0:44 A, B, C the FCFE
Valuation-1
-C: Fixed and Working Capital
Computation- Till FC Investment
03. Free Cash Flow -C: Fixed and Working Capital
21 Equity Free Cash Flow Valuation 0:41 C,D Computation-Remaining
Valuation-2
-D: Example of FCFF and FCFE
21 Equity Free Cash Flow Valuation 04. FCF other Aspects-1 0:30 E, F, G, H, I FCF other aspects
1-Stage, 2-stage, 3-stage FCFF and
21 Equity Free Cash Flow Valuation 05. FCFF and FCFE Models-1 1:00 J, K, L, M FCFE Models

Market-Based Valuation-Price 01. Market-Based Valuation

22 Equity Price and Enterprise Value 1:04 A, B, C, D
and Enterprise Value Multiples
Multiples-1
Market-Based Valuation-Price 02. Market-Based Valuation
22 Equity Price and Enterprise Value 0:49 E, F, G, H
and Enterprise Value Multiples
Multiples-2
Market-Based Valuation-Price 03. Calculation and Calculation & interpretation of
22 Equity Interpretation of Predicted 0:15 H Schweser
and Enterprise Value Multiples predicted P/E
PE-1
Market-Based Valuation-Price 04. Over, Under Valuation Over/Under/Fairly valued stock,
22 Equity 0:42 L, M evaluating stocks by comparable Schweser
and Enterprise Value Multiples Using Multiples-1
method
-J: PEG ratio
-K: Price multiple in multi-stage DCF
Market-Based Valuation-Price 05. PEG ratio, Multiples, Cash
22 Equity 0:27 J, K, N model Schweser
and Enterprise Value Multiples Flows-1
-L: Alternative definitions of Cash
Flow
-O: EV Multiple
Market-Based Valuation-Price 06. EV Multiple, Cross Border -P: Cross border valuation,
22 Equity 0:49 O, P, Q, R -Q: Momentum indicators Schweser
and Enterprise Value Multiples Valuation, Momentum, HM-1
-R: Weighted Harmonic mean
*Ignore the Chapters Marked in Red - Deleted for 2024 Exam
All the Practice Lectures have to be done after the respective Chapters. Details are given in the Practice Lecture Sheet.

Reading
Duration LOS Reference
number Subject Chapter Lecture Name Content Covered Lecture Remarks
hh:mm (Sch 2024) Material
(2024)

01. EVA and MVA, Residual -A: EVA & MVA

23 Equity Residual Income Valuation 0:55 A, B Schweser
Income Model-1 -B: Residual Income Model
Calculating IV using RI model, also
02. RI Model, Single Stage using the single stage and multi
23 Equity Residual Income Valuation 1:03 C, D, E, F, G stage model, Fundamental Schweser
and Multi Stage Model-1
determinants of RI model
03. Assumptions of RI Model-
23 Equity Residual Income Valuation 0:56 H 4 assumptions of RI Model Schweser
1
-I: Comparing RI model to DDM &
FCF
04. RI vs DDM, FCFF, Issues
23 Equity Residual Income Valuation 0:58 I, J, K -K: Accounting issues in RI Model, Schweser
with RI-1
-J: Strength and weakness of RI
Model
-A: Private vs Public company
01. Private vs Public Co valuation
24 Equity Private Company Valuation 0:32 A, B -B: Uses and application of Private Schweser
Valuation and its Uses-1
company valuation
-D: Income, asset & market based
02. Valuation Approaches approach
24 Equity Private Company Valuation 0:59 G, C, F -C: Cash flow estimation issue Schweser
and CF Issues-1
related to private company
-G: Free cash flow, capitalised cash
flow, excess earnings method
03. CF Method, Discount Rate, -E: Adjustment required for discount
24 Equity Private Company Valuation 1:03 H, D, E
CAPM-1 rate
-F: CAPM, expanded CAPM, Build
up approach
04. Market Based Valuation-
24 Equity Private Company Valuation 1:04 I Market based Valuation
1
05. Asset Based Approach, -I: Asset-based approach
24 Equity Private Company Valuation 1:04 F -J: Discount & premium based on
Discount-1
control & marketing
-A: Intrinsic Value
Equity Valuation-Applications 01. IV, Going Concern, FV, -B: Going concern assumption
19 Equity 0:47 A, B, C, D -C: Fair market & Investment Value Schweser
and Processes Valuation Application-1
-D: Application of equity valuation
-E: Industry & Competitive Analysis
-F: Absolute & Relative Valuation
Equity Valuation-Applications 02. Competitive Analysis and -G: Sum of parts valuation
19 Equity 0:56 E, F, G, H
and Processes Valuations-1 -H: Appropriate approach to valuing
a company

-A: Compare top-down, bottom-up &

hybrid analysis
-B: Growth relative to GDP growth
Financial vs Market growth and market share
01. Financial Statement
14 Statement Financial Statement Modeling 0:56 A, B, C, D, E to forecast revenue
Modeling-1
Analysis -C: Economies of scale
-D: COGS & SG & A
-E: Financing cost, income tax
expense
-F: Balance sheet modeling
Financial -I & J: ROIC, Competitive
02. Financial Statement
14 Statement Financial Statement Modeling 0:47 F, I, J, K Advantage, Porter's 5 factors
Modeling-2
Analysis -K: forecast industry and company
sales and costs
-L: effects of technological
developments on demand, selling
prices, cost & margin
Financial 03. Financial Statement -N: analyst’s choices in developing
14 Statement Financial Statement Modeling 0:31 L, N, G
Modeling-3 projections beyond the short-term
Analysis
forecast horizon.
-G: development of sales-based pro
forma company model
Quantitative
1 Multiple Regression 01. Linear Regression-1 0:11 Revision of Linear Regression Lecture
Methods
-A: Basics
Quantitative 02. Predicting Dependent -B: Formulating and Integrating the
1 Multiple Regression 0:49 A, B, F multiple regression equation Lecture Notes
Methods Variable-1
F: Predicting dependant Variable
Quantitative -(0-0:15): ANOVA Table
1 Multiple Regression 03. ANOVA Table-1 0:36 D -(0:16-0:36): Adjusted R2 Lecture Notes
Methods
Quantitative
1 Multiple Regression 04. Dummy Variable-1 0:37 L Dummy Variable Lecture Notes
Methods
Quantitative
1 Multiple Regression 05. Model Misspecification-1 0:35 G Model Misspecification Lecture Notes
Methods
Quantitative -(0-0:19): concepts
1 Multiple Regression 06. AIC BIC-1 0:26 D Schweser
Methods -(0:20-0:26): Schweser sums
Quantitative 07. Restricted, Unrestricted
1 Multiple Regression 0:11 E Restricted & Unrestricted Model Lecture Notes
Methods Model-1
Quantitative 08. Restricted, Unrestricted
1 Multiple Regression 0:33 E Restricted & Unrestricted Model Lecture Notes
Methods Model-2
Quantitative 09. Multiple Regression-
1 Multiple Regression 0:29 C Assumptions Lecture Notes
Methods Assumptions-1
Quantitative
1 Multiple Regression 10. Heteroskedasticity-1 0:40 H Heteroskedasticity Lecture Notes
Methods
Quantitative
1 Multiple Regression 11. Multicollinearity-1 0:28 J Multi-Collinearity Lecture Notes
Methods
Quantitative
1 Multiple Regression 12. Serial Correlation-1 0:35 I Serial Correlation Lecture Notes
Methods
Quantitative
1 Multiple Regression 13. Logistic Regression-1 1:14 M Logistic Regression model Lecture Notes
Methods
Quantitative
1 Multiple Regression 14. High Leverage-1 0:30 K High Leverage points Lecture Notes
Methods
*Ignore the Chapters Marked in Red - Deleted for 2024 Exam
All the Practice Lectures have to be done after the respective Chapters. Details are given in the Practice Lecture Sheet.

Reading
Duration LOS Reference
number Subject Chapter Lecture Name Content Covered Lecture Remarks
hh:mm (Sch 2024) Material
(2024)

-(0-0:22): Outliers
-(0:23-0:38): composite measure
Quantitative 15. Outlier, Composite Schweser &
1 Multiple Regression 0:51 K -(0:39-0:42): extension of multiple
Methods Measure, Extensions-1 Institute Material
regression
-(0:43-0:51): IM Example
Quantitative 01. Linear, Log-Linear Trend -A: Linear & log-Linear trend model
2 Time-Series Analysis 0:52 A,B -B: Factors that determine which Schweser
Methods Model-1
model is best
Quantitative 02. AR model, Auto -C,D: Auto regressive model
2 Time-Series Analysis 0:55 C, D, E Schweser
Methods correlation, Model fit-1 -E: Auto correlation & model fit
-F: Mean Reversion
03. Mean Reversion, -G: In-sample, out-of-sample
Quantitative
2 Time-Series Analysis Forecasts, RMSE, Instability of 0:54 F, G, H forecast, RMSE Schweser
Methods
Coefficient-1 -H: Instability of coefficient of time
series models
Quantitative 04. Random Walks, Unit
2 Time-Series Analysis 1:00 I, J, K Random Walks and Unit Roots Schweser
Methods Roots-1
-L: Seasonality
-M: ARCH Model
Quantitative 05. Seasonality, ARCH Model,
2 Time-Series Analysis 1:06 L, M, N, O -N: Cointegration Schweser
Methods Cointegration-1
-O: Appropriate model to analyse
an investment problem
Quantitative 01. Machine Learning- Intro, Introduction, Types of learning
3 Machine Learning 0:53 A
Methods Types-1 (except table and steps)
Quantitative 02. Machine Learning-
3 Machine Learning 0:47 B Overfitting problems Schweser
Methods Overfitting problems-1
Quantitative 03. Machine Learning- Supervised Learning Algorithms
3 Machine Learning Supervised Learning 0:41 C 1. Penalized Regression Schweser
Methods
Algorithms-1 2. SVM
Supervised Learning Algorithms
04. Machine Learning-
Quantitative 3. KNN
3 Machine Learning Supervised Learning 0:54 C Schweser
Methods 4. CART
Algorithms-2
5. Ensemble &Random Forecast
05. Machine Learning-
Quantitative Unsupervised Learning Unsupervised Learning Algorithms Schweser &
3 Machine Learning Algorithms and other Models- 0:22 D
Methods and other Models (diagram from IM) Institute Material
1
Quantitative 06. Machine Learning-Neural
3 Machine Learning 0:37 E Neural Networks
Methods Networks-1
Quantitative 01. Introduction, Data
4 Big Data Projects 0:28 A Introduction, Data analysis steps
Methods analysis steps-1
Quantitative objectives, steps and examples of
4 Big Data Projects 02. Wrangling Data-1 0:42 B
Methods preparing & wrangling data
Quantitative 03. Wrangling Data, Data -G: Preparing, wrangling &
4 Big Data Projects 0:47 G, D, E exploring text-based data
Methods Exploration-1
-D, E: Data exploration
Quantitative 04. Model Training and
4 Big Data Projects 0:41 F Model training and evaluation
Methods Evaluation-1
Quantitative 05. Techniques to Measure Techniques to measure model
4 Big Data Projects Model Performance and 1:11 C
Methods performance and tuning
Tuning-1
01. Ethics-Code and
41 to 42 Ethics Ethics-Code and Standards 0:59
Standards-1
02. Ethics-Code and
41 to 42 Ethics Ethics-Code and Standards 0:38
Standards-2
03. Ethics-Code and
41 to 42 Ethics Ethics-Code and Standards 1:09
Standards-3
04. Ethics-Code and
41 to 42 Ethics Ethics-Code and Standards 0:36
Standards-4
05. Ethics-Code and
41 to 42 Ethics Ethics-Code and Standards 0:49
Standards-5
06. Ethics-Code and
41 to 42 Ethics Ethics-Code and Standards 0:54
Standards-6
Application of the Code and 01. Application of the Code
43 Ethics 0:36 A Schweser
Standards-Level II and Standards Level II-1
Currency Exchange Rates- 01. Currency Exchange Rate- Basic Terminology, Meaning of
5 Economics 0:31 A Lecture Revision of CFA L-1
Understanding Equilibrium Value Basic Terminology-1 Appreciation & Depreciation
Currency Exchange Rates- 02. Sums on Triangular
5 Economics 1:04 B Sums on Triangular Arbitrage + HW. Lecture
Understanding Equilibrium Value Arbitrage-1
Currency Exchange Rates- 03. Forward-Price and Forward - Price and Valuation,
5 Economics 1:11 C, D Lecture
Understanding Equilibrium Value Valuation, Premium, Discount- Premium, Discount, Points.
1 Solution to HW of previous lecture
Currency Exchange Rates-
5 Economics 04. Covered IRP-1 0:51 E Covered IRP
Understanding Equilibrium Value
Currency Exchange Rates-
5 Economics 05. Uncovered IRP, PPP, IFE-1 1:30 E, F Uncovered IRP, PPP, IFE
Understanding Equilibrium Value
-G: Use of current, spot, forward
rate, PPP, uncovered IRP
Currency Exchange Rates- 06. IRP, PPP, FX, Carry -H: Long-run fair value of an
5 Economics 0:28 G, H, I Schweser
Understanding Equilibrium Value Trade-1 exchange rate
-I: FX Carry Trade, Risk of the carry
trade
Currency Exchange Rates-
5 Economics 07. BOP-1 0:47 J BOP Schweser
Understanding Equilibrium Value
-K: Potential effects of Monetary
and Fiscal policies on exchange rates
Currency Exchange Rates- 08. FX - Monetary and Fiscal
5 Economics 1:03 K, L, M -L: Objectives of central bank or Schweser
Understanding Equilibrium Value Policy, Crisis-1
govt. intervention
-M: Currency crisis
01. Growth Factors, Potential
6 Economics Economic Growth 0:45 A, B, C Growth factors and Potential function Schweser
Function-1
02. Cobb-Douglas Production
6 Economics Economic Growth 0:43 D Cobb-Douglas Production Function Schweser
Function-1
03. Growth Accounting, Growth accounting and influencing
6 Economics Economic Growth 0:22 E, F, G, H
Influencing Factors-1 factors
04. Classical, Neo Classical, Classical, Neo classical &
6 Economics Economic Growth 0:38 I Schweser
Endogenous Growth Theory-1 Endogenous Growth Theory
*Ignore the Chapters Marked in Red - Deleted for 2024 Exam
All the Practice Lectures have to be done after the respective Chapters. Details are given in the Practice Lecture Sheet.

Reading
Duration LOS Reference
number Subject Chapter Lecture Name Content Covered Lecture Remarks
hh:mm (Sch 2024) Material
(2024)

-J: Convergence hypothesis

-K: Economic rationale to provide
05. Convergence Hypothesis,
6 Economics Economic Growth 0:27 J, K, L incentives to private investment
Private Investment-1
-L: Expected impact of removing
trade barriers
-(0-0:04): Introduction
-(0:05-0:36):
7 Economics Economics of Regulation 01. Economics of Regulation-1 0:36 A, B A: Economic Rationale for Regulation Lecture Notes
B: Regulatory Commerce & Financial
markets
-(0-0:24): Introduction
C: Antitrust Regulation
D: Classification of Regulations &
Regulators
7 Economics Economics of Regulation 02. Economics of Regulation-2 0:40 C, D, E, F Lecture Notes
-(0:25-0:40):
E: Uses of Self Regulation in financial
markets
F: Regulatory Interdependencies
-G: Tools of Regulatory
Interdependencies
-H: Benefits & cost of Regulation
7 Economics Economics of Regulation 03. Economics of Regulation-3 0:31 G, H, I Lecture Notes
-I: Considerations when evaluating
the effects on an industry

The Term Structure and Interest 01. The Term Structure and Introduction to Fixed Income subject
25 Fixed Income Interest Rate Dynamics- 1:01 for L-2 and YTM, Spot, IV (L-1 Lecture
Rate Dynamics
Introduction-1 revision)
The Term Structure and Interest 02. Difference Between Macaulay, Modified, Effective, Key Additional concept- Do only you are
25 Fixed Income 0:11 Institute Material confused between Difference
Rate Dynamics Durations-1 rate, Empirical
Duration
The Term Structure and Interest 03. Forward, Par Rate,
25 Fixed Income 0:46 Forward, par rate, Realised return Lecture
Rate Dynamics Realised Return-1
The Term Structure and Interest 04. Spot and Forward Rates-
25 Fixed Income 0:35 A, B Spot and forward rates Schweser
Rate Dynamics 1
The Term Structure and Interest 05. Relationship Between Relationship between Spot and
25 Fixed Income 0:59 C
Rate Dynamics Spot and Forward Rates-1 Forward Rates
The Term Structure and Interest 06. Rolling Down the Yield -D: Rolling down the Yield Curve
25 Fixed Income 0:47 D, E
Rate Dynamics Curve, Swap Rate Curve-1 -E: The Swap Rate Curve
The Term Structure and Interest
25 Fixed Income 07. Spread Measures-1 0:35 F, G Spread Measures
Rate Dynamics
Term structure Theories:
- Unbiased Expectations Theory
The Term Structure and Interest - Local Expectations Theory
25 Fixed Income 08. Term structure Theories-1 0:48 H
Rate Dynamics - Liquidity Preference Theory
- Segmented Markets Theory
- Preferred Habitat Theory
The Term Structure and Interest
25 Fixed Income 09. Term Structure Models-1 0:30 26 I Term Structure Models
Rate Dynamics
The Term Structure and Interest 10. Managing Yield Curve -I: Managing Yield Curve Risk
25 Fixed Income Risk, Maturity Structure of 0:33 I, J -J: Maturity Structure of Yield curve
Rate Dynamics
Yield Curve Volatilities-1 Volatilities
The Term Structure and Interest
25 Fixed Income 11. Macroeconomic Factors-1 0:26 K Macroeconomic Factors Lecture
Rate Dynamics
The Arbitrage-Free Valuation 01. The Arbitrage-Free
26 Fixed Income 1:30
Framework Valuation Framework-1
The Arbitrage-Free Valuation 02. The Arbitrage-Free
26 Fixed Income 0:14
Framework Valuation Framework-2
The Arbitrage-Free Valuation 03. The Arbitrage-Free
26 Fixed Income 0:24
Framework Valuation Framework-3
The Arbitrage-Free Valuation 04. The Arbitrage-Free
26 Fixed Income 0:30 I
Framework Valuation Framework-4
The Arbitrage-Free Valuation
26 Fixed Income 05. KWF Gauss Plus Model-1 0:12 I last part KWF Model and Gauss plus model
Framework
Valuation and Analysis of Bonds 01. Types and Valuing Bonds -A, B: Types of Embedded Options
27 Fixed Income 0:46 A, B, C, F, D -C, F, D: Valuing Bonds with
with Embedded Options with Embedded Options-1
Embedded Options
-E: Effect of changes in level and
Valuation and Analysis of Bonds 02. Yield Curce Shape, OAS- shape of yield curve on the value of
27 Fixed Income 1:01 E, G bond
with Embedded Options 1
-G: Calculation and Uses of OAS
Valuation and Analysis of Bonds 03. Effect of Interest Rate Effect of Interest Rate Volatility on
27 Fixed Income 0:25 H
with Embedded Options Volatility on OAS-1 OAS
Valuation and Analysis of Bonds 04. Duration, Key Rate -I&J: Duration
27 Fixed Income 1:01 I, J, K, L
with Embedded Options Duration-1 -K&L: Key Rate Duration
Valuation and Analysis of Bonds 05. Capped and Floored -M: Capped and Floored Floaters
27 Fixed Income 1:17 M, N, O, P, Q
with Embedded Options Floaters, Convertible Bonds-1 -N, O, P, Q: Convertible Bonds
Valuation and Analysis of Bonds 06. Volatility- Historical, Difference between the following-
27 Fixed Income 0:08 Volatility-Historical, Implied, Lecture
with Embedded Options Implied, Actual, Expected-1
Expected, Actual
28 Fixed Income Credit Analysis Models 01. ESG Considerations-1 0:06 A ESG Considerations Lecture
28 Fixed Income Credit Analysis Models 02. Credit Risk Measures-1 1:08 A Credit Risk Measures Schweser
-A: Analysis of Credit Risk
03. Credit Risk, Scores, -B: Credit Scores & credit ratings
28 Fixed Income Credit Analysis Models 0:34 A, B, C -C: E(R) given transition in its Credit Schweser
Rating, Transition-1
ratings
04. Structural and Reduced
28 Fixed Income Credit Analysis Models 0:55 D Structural & Reduced Form Models Schweser
Form Models-1
28 Fixed Income Credit Analysis Models 05. Credit Spread Analysis-1 0:23 E Credit Spread Analysis
06. Changes and Term -F: Changes on Credit Spread
Structure of Credit Spread, -G: Term structure of Credit Spread
28 Fixed Income Credit Analysis Models Credit Analysis of Securitized 1:14 F, G, H -H: Credit Analysis of Securitized Schweser
Debt-1 Debt
29 Fixed Income Credit Default Swaps 01. CDS-Introduction-1 0:42 Introduction Lecture
02. CDS, Single Name and CDS, single name CDS and Index
29 Fixed Income Credit Default Swaps 0:34 A
Index CDS-1 CDS
*Ignore the Chapters Marked in Red - Deleted for 2024 Exam
All the Practice Lectures have to be done after the respective Chapters. Details are given in the Practice Lecture Sheet.

Reading
Duration LOS Reference
number Subject Chapter Lecture Name Content Covered Lecture Remarks
hh:mm (Sch 2024) Material
(2024)

03. Credit Events, CDS -B: Credit events and settlement

29 Fixed Income Credit Default Swaps 0:52 B, C(half) protocols with respect to CDS
Pricing-1
-C: Factors Affecting CDS Pricing
04. CDS - Pricing Factors, Factors affecting CDS Pricing and
29 Fixed Income Credit Default Swaps 0:38 C(half)
Valuation-1 Valuation After Inception of CDS
-D: CDS Usage
29 Fixed Income Credit Default Swaps 05. CDS - Usage, Uses-1 0:53 D, E
-E: Uses of CDS
Economics and Investment 01. Economics and Investment -A: Discount Rate
39 Portfolio 0:33 K,A,B -B: Expectations & changes in Lecture
Markets Markets-1
expectations in market valuation
Relationship between long-term
Economics and Investment 02. Economics and Investment growth rate of the economy volatility
39 Portfolio 1:07 C of growth rate & the avg. level of Schweser
Markets Markets-2
real short term interest rates
Economics and Investment 03. Economics and Investment
39 Portfolio 0:29 D, E Schweser
Markets Markets-3
Economics and Investment 04. Economics and Investment
39 Portfolio 0:52 F, G, H, I, J, K Schweser
Markets Markets-4
01. Using Multifactor Models-
36 Portfolio Using Multifactor Models 0:13 A L1 Revision Lecture Notes
Recap-1
02. APT- Assumptions, APT- assumptions and relation to
36 Portfolio Using Multifactor Models Relation to Multifactor Model- 0:37 A Schweser
Multifactor Model
1
03. Arbitrage Opportunity, -B: Arbitrage opportunity
36 Portfolio Using Multifactor Models ER-APT, Macroeconomic 0:49 B, C, D -C: Expected return using APT Schweser
Factor Models -1 -D: Macroeconomic factor models
-D: Fundamental & statistical factor
04. Fundamental, Statistical
models
36 Portfolio Using Multifactor Models Factor Models, Multifactor 0:41 D, E, G -E: Multifactor Model Risk & Return
Model Risk and Return, IR-1
-G: Information Ratio
-E: Multifactor Model Risk & Return
05. Multifactor Model Risk
-F: Potential benefits to investors in
36 Portfolio Using Multifactor Models and Return, Investor Benefits- 0:58 E, F considering multiple risk dimensions
1
when modelling asset returns
Analysis of Active Portfolio 01. Value added by Active Measurements of value added by
40 Portfolio 0:34 A Schweser
Management management-1 Active management
Analysis of Active Portfolio 02. Information Ratio, Sharpe
40 Portfolio 1:15 B Information Ratio and Sharpe Ratio Schweser
Management Ratio-1
Analysis of Active Portfolio
40 Portfolio 03. The Fundamental Law-1 0:46 C, D The fundamental Law Schweser
Management
Analysis of Active Portfolio
40 Portfolio 04. Active Management-1 0:45 E, F Active Management Schweser
Management
Measuring and Managing 01. VaR in Measuring Intro & use of VaR in measuring
37 Portfolio 0:55 A Schweser
Market Risk Portfolio Risk-1 portfolio risk
-B: Compare parametric, historical, &
Monte Carlo simulation methods for
Measuring and Managing 02. Measuring and Managing estimating VaR
37 Portfolio 0:42 B, C, D -C: VaR under parametric, historical, Schweser
Market Risk Market Risk-1
& Monte Carlo simulation
-D: Advantages & Disadvantages of
VaR
-E: Extension of VaR
-F: Sensitivity & Scenario risk
Measuring and Managing 03. Measuring and Managing measures
37 Portfolio 0:38 E, F, G Schweser
Market Risk Market Risk-2 -G: How equity, FI & options
exposure may be used in market &
volatility risk
-H: Uses of Sensitivity & Scenario risk
measures
Measuring and Managing 04. Measuring and Managing
37 Portfolio 0:53 H, I, L -I: Advantages & limitations of Schweser
Market Risk Market Risk-3
Sensitivity & Scenario risk measures
-L: Application of risk measures
Measuring and Managing 05. Constraints, Capital Constraints and capital allocation
37 Portfolio 0:14 J, K Schweser
Market Risk Allocation Decisions-1 decisions
Exchange-Traded Funds- 01. ETF-Mechanics and Introduction, Creation, Redemption,
35 Portfolio 1:23 A Lecture Notes
Mechanics and Applications Applications-1 Arbitrage gap
-B (0-0:11): How ETFs are traded in
Exchange-Traded Funds- 02. ETF-Mechanics and secondary market
35 Portfolio 0:50 B,C -C (0:11-0:50): Sources of tracking Lecture Notes
Mechanics and Applications Applications-2
error for ETFs
Exchange-Traded Funds- 03. ETF-Mechanics and - (0-0:16): Tax issues Lecture Notes &
35 Portfolio 1:02 D, E, F -D,E,F (0:17-1:02): Spreads, Pricing
Mechanics and Applications Applications-3 Schweser
relative to NAV & cost
Exchange-Traded Funds-
35 Portfolio 04. Types of ETF Risk-1 0:29 G Types of ETF Risk Schweser
Mechanics and Applications
Exchange-Traded Funds-
35 Portfolio 05. Portfolio Uses of ETFs-1 1:12 H Portfolio uses of ETFs Schweser
Mechanics and Applications
Exchange-Traded Funds- 06. ETF, Robo Advisory- You may skip this lecture if you want.
35 Portfolio 0:24 C ETF, Robo Advisory It is not covering anything related to
Mechanics and Applications Discussion-1
your curriculum
01. Backtesting and
38 Portfolio Backtesting and Simulation 0:39 Introduction Lecture
Simulation-Introduction-1
02. Backtesting and
38 Portfolio Backtesting and Simulation 0:13 A Objectives of backtesting Schweser
Simulation-Objectives-1
03. Backtesting an Investment Backtesting & investing strategy
38 Portfolio Backtesting and Simulation 0:59 B Schweser
Strategy-1 Step 1- Strategy Design
Backtesting & investing strategy
Step 2- Historical Investment
04. Backtesting an Investment
38 Portfolio Backtesting and Simulation 0:24 B Simulation Schweser
Strategy-2
Step 3- Analysis of backtesting
output
05. Backtesting and
38 Portfolio Backtesting and Simulation Simulation-Metrics and 0:24 C Metrics and Problems Schweser
Problems-1
06. Backtesting and
38 Portfolio Backtesting and Simulation 0:35 D Problems in backtesting Schweser
Simulation-Problems-1
07. Historical Scenario
38 Portfolio Backtesting and Simulation 0:29 E Historical scenario analysis Schweser
Analysis-1
*Ignore the Chapters Marked in Red - Deleted for 2024 Exam
All the Practice Lectures have to be done after the respective Chapters. Details are given in the Practice Lecture Sheet.

Reading
Duration LOS Reference
number Subject Chapter Lecture Name Content Covered Lecture Remarks
hh:mm (Sch 2024) Material
(2024)

-G (0-0:25): Simulation inputs and

decisions
38 Portfolio Backtesting and Simulation 08. Simulation-1 0:37 G,H -H (0:26-0:37): Uses of Sensitivity Schweser
analysis
38 Portfolio Backtesting and Simulation 09. Simulation-2 0:25 F Historical simulation vs Monte Carlo Schweser
Corporate Analysis of Dividends and Share Types of cash div.
15 01. Cash Dividend-1 0:29 A half Then revised ex. Div date & Div rate, Lecture Notes
Issuers Repurchases
Yield, DPS, DPR
Corporate Analysis of Dividends and Share 02. Dividend and Stock Split-
15 0:53 A half Dividends & Stock split Lecture Notes
Issuers Repurchases 1
Corporate Analysis of Dividends and Share 03. Compare Theories of
15 0:31 B Compare Theories of Dividend Policy Lecture Notes
Issuers Repurchases Dividend Policy-1
Corporate Analysis of Dividends and Share 04. Stable Div. Policy, Target Stable Div. Policy, Target Div.
15 Div. Payout, Adjustment, 0:46 G Lecture Notes
Issuers Repurchases Payout, Adjustment, Constant DPR
Constant DPR-1
Corporate Analysis of Dividends and Share 05. Share Repurchase
15 0:26 I Share repurchase methods Lecture Notes
Issuers Repurchases Methods-1
Corporate Analysis of Dividends and Share 06. Paying Cash Dividends Paying cash dividends and
15 0:34 L Lecture Notes
Issuers Repurchases and Repurchasing Shares-1 repurchasing shares.
-H: Board trends in corporate payout
policies
Corporate Analysis of Dividends and Share 07. Payout Policies, Payout,
15 0:16 H, M, N -M: Dividend coverage ratio
Issuers Repurchases Cash Dividends-1
-N: Companies not able to sustain
cash dividend
Corporate Analysis of Dividends and Share 08. Double Taxation, Double taxation system, dividend
15 Dividend Imputation, Split- 0:25 F imputation, and split-rate tax
Issuers Repurchases
Rate Tax Systems-1 systems.
-C: information conveyed by
dividend initiations, increases,
Corporate Analysis of Dividends and Share 09. Analysing Dividends, decreases, and omissions.
15 0:21 C, D, E
Issuers Repurchases Agency Costs and Factors-1 -D: agency costs
-E: Factors that affect dividend
policy
Corporate Analysis of Dividends and Share 10. Impact of Share -J: Effect of share repurchase on EPS
15 0:44 J, K -K: effect of share repurchase on
Issuers Repurchases Repurchases-1
BVPS.
Environmental, Social, and
Corporate Governance (ESG) 01. Corporate Governance Introduction of structure & cost of
16 Considerations in Investment 0:28
Issuers and ESG-1 example
Analysis
Concentrated Ownership Vs
Environmental, Social, and Dispersed Ownership, Conflicts
Corporate Governance (ESG) 02. Corporate Governance Within Different Ownership
16 1:06 A Schweser
Issuers Considerations in Investment and ESG-2 Structures, Categories Of Influential
Analysis Shareholders, Structure and
Corporate Governance
-B: Evaluating Esg Exposures
Environmental, Social, and -C: Investment Horizon and
Corporate Governance (ESG) 03. Corporate Governance Materiality, Relevant Esg Factors,
16 0:52 B, C, D
Issuers Considerations in Investment and ESG-3 Security Analysis: Fixed Income Vs.
Analysis Equity
-D: ESG Integration & Examples
Corporate Cost of Capital-Advanced 01. Cost of Capital Introduction & warm-up weighted
17 0:16
Issuers Topics Introduction-1 average Cost of Capital
Corporate Cost of Capital-Advanced
17 02. Top Down Factors-1 0:22 A Top Down Factors
Issuers Topics
Corporate Cost of Capital-Advanced
17 03. Bottom Up Factors-1 0:28 A Bottom Up Factors
Issuers Topics
Methods used to estimate cost of
debt
Corporate Cost of Capital-Advanced 04. Cost of Capital-Advanced
17 0:47 B, C Estimate cost of debt or required
Issuers Topics Topics-1
return on equity for public and
private companies
Corporate Cost of Capital-Advanced
17 05. Historical Estimates-1 0:49 C Historical Estimates
Issuers Topics
Corporate Cost of Capital-Advanced
17 06. Forward Estimates-1 0:27 C Forward Estimates
Issuers Topics
Corporate Cost of Capital-Advanced
17 07. Macroeconomic Model-1 0:33 C Macroeconomic Model
Issuers Topics
Corporate Cost of Capital-Advanced
17 08. DDM Build Up Method-1 0:30 D, E DDM, Build up Methods
Issuers Topics
Corporate Cost of Capital-Advanced
17 09. Risk Based Models-1 0:37 D, E Risk Based Models
Issuers Topics
Corporate Cost of Capital-Advanced
17 10. Private Company-1 0:26 D, E Private Company
Issuers Topics
Corporate Cost of Capital-Advanced
17 11. International CAPM-1 0:30 D, E International CAPM
Issuers Topics
Corporate Cost of Capital-Advanced
17 12. Extended CAPM-1 0:22 D, E Extended CAPM
Issuers Topics
Corporate Cost of Capital-Advanced
17 13. Mini Case Study-1 0:25 F Mini case study Schweser
Issuers Topics
Corporate Cost of Capital-Advanced 14. Mini Case Study and Mini case study & Schweser case
17 0:22 F Schweser
Issuers Topics Schweser Case Study-1 study
Corporate 01. Restructuring Types and
18 Corporate Restructuring 0:49 A Restructuring Types and motivations Lecture Notes
Issuers Motivations-1
-A (0-0:27): Restructuring Types and
Corporate 02. Restructuring Types and motivations
18 Corporate Restructuring 0:47 A, B -B (0:27-0:47): Initial evaluation of a Schweser
Issuers Motivations-2
corporate restructure
-(0-0:19): Concepts
Corporate -(0:20-0:52): Comparable Company
18 Corporate Restructuring 03. Valuation Methods-1 0:52 C Analysis, Comparable Transaction Lecture Notes
Issuers
Analysis, Premium Paid Analysis
Corporate 04. Effects of Corporate
18 Corporate Restructuring 0:26 D Schweser
Issuers Restructuring on Issuers-1
Corporate 05. Evaluating Corporate -E (0-0:24): Evaluation
18 Corporate Restructuring Investment and Divestment 0:41 E, F, G Schweser
Issuers -F&G(0:25-0:41):
Actions-1
*The Chapters Marked in Red is Deleted for 2024 Exam

Reading
Duration LOS Reference
number Subject Chapter Lecture Name Content Covered Lecture Remarks
hh:mm (Sch 2023) Material
(2024)

Alternative Introduction to Commodities and

32 01. P-Commodities-1 00:18 Q 16-22 IM'24 Q 18 & 22 are good
Investments Commodity Derivatives
Alternative Introduction to Commodities and
32 02. P-Commodities-2 00:12 Q 9-15 IM'24
Investments Commodity Derivatives
Alternative 01. P-Real Estate Investment-
33 Real Estate Investments 00:06 IM'23
Investments 1
Alternative 02. P-Real Estate Investment-
33 Real Estate Investments 00:07 IM'23
Investments 2
Alternative 03. P-Real Estate Investment-
33 Real Estate Investments 00:21 IM'23
Investments 3
Alternative 01. P-Hedge Fund Strategies-
34 Hedge Fund Strategies 00:21 Q 1-4 Extra Practice
Investments 1
Alternative 02. P-Hedge Fund Strategies-
34 Hedge Fund Strategies 00:18 Q 5-9 Extra Practice
Investments 2
Alternative 03. P-Hedge Fund Strategies-
34 Hedge Fund Strategies 00:20 Q 10-17 Extra Practice
Investments 3
Alternative 04. P-Hedge Fund Strategies-
34 Hedge Fund Strategies 00:16 Q 18-23 Extra Practice
Investments 4
Pricing and Valuation of 01. P-Pricing and Valuation
30 Derivatives 00:23 IM'23
Forward Commitments of Forward Commitments-1
Pricing and Valuation of 02. P-Pricing and Valuation
30 Derivatives 00:12 IM'23
Forward Commitments of Forward Commitments-2
Pricing and Valuation of 03. P-Pricing and Valuation
30 Derivatives 00:50 Q 12-20 IM'24
Forward Commitments of Forward Commitments-3
Pricing and Valuation of 04. P-Pricing and Valuation
30 Derivatives 00:22 1-6 (Subject Test 3) Practice Book
Forward Commitments of Forward Commitments-4
Pricing and Valuation of
30 Derivatives 05. P-FRA Valuation-1 00:12 Lecture
Forward Commitments
Pricing and Valuation of
30 Derivatives 06. P-QFP-1 00:04 3 IM'24
Forward Commitments
01. P-Valuation of Contingent Bochanski Q.1-6
31 Derivatives Valuation of Contingent Claims 00:17 Practice Book
Claims-1 Item Set A
02. P-Value vs Premium vs
31 Derivatives Valuation of Contingent Claims 00:11 Lecture
Price vs Payoff-1
Financial
10 Statement Multinational Operations 01. P-FRA Sum-1 00:20 Lecture Notes
Analysis
Financial
10 Statement Multinational Operations 02. P-FRA Sum-2 00:50 Q 1-9 IM'24
Analysis
Financial 03. P-Multinational
10 Statement Multinational Operations 00:24 10-16 IM'24
Operations-1
Analysis
Financial 04. P-Multinational
10 Statement Multinational Operations 00:10 17-22 IM'24
Operations-2
Analysis
Financial 05. P-Multinational
10 Statement Multinational Operations 00:35 35-40 IM'24
Operations-3
Analysis
Financial 01. P-Intercorporate
8 Statement Intercorporate Investments 00:35 23-29 IM'24
Investments-1
Analysis
Financial 02. P-Intercorporate
8 Statement Intercorporate Investments 00:32 1-6 (Item set G) Practice Book
Investments-2
Analysis
01. P-Residual Income
23 Equity Residual Income Valuation 00:31 31-36, 40-46, 48 IM'24
Valuation 1
02. P-Residual Income
23 Equity Residual Income Valuation 00:46 9-16, 37-39, 47 IM'24
Valuation 2
01. P-Private Company
24 Equity Private Company Valuation 00:31 IM'23
Valuation-1
Quantitative
1 Multiple Regression 01. P-Multiple Regression-1 00:21 37-45 Extra Practice
Methods
Quantitative
2 Time-Series Analysis 01. P-Time Series Analysis-1 00:17 IM'23
Methods
Quantitative
2 Time-Series Analysis 02. P-Time Series Analysis-2 00:34 IM'23
Methods
Currency Exchange Rates- 01. P-Currency Exchange
5 Economics 00:25 1-5 (Ed Smith Q) IM'24
Understanding Equilibrium Value Rates-1
Currency Exchange Rates- 02. P-Currency Exchange
5 Economics 00:26 14-20 IM'24
Understanding Equilibrium Value Rates-2
Currency Exchange Rates- 03. P-Currency Exchange
5 Economics 00:35 6-13 IM'24
Understanding Equilibrium Value Rates-3
6 Economics Economic Growth 01. P-Economics-1 00:22 1-9 IM'24
6 Economics Economic Growth 02. P-Economics-2 00:10 10-15 IM'24
6 Economics Economic Growth 03. P-Economics-3 00:16 16-21 IM'24
The Term Structure and Interest 01. P-Riding the Yield Curve-
25 Fixed Income 00:46 Lecture
Rate Dynamics 1
The Term Structure and Interest 02. P-Term Structure and
25 Fixed Income 00:13 18-24 IM'24
Rate Dynamics Interest Rate Dynamics-1
The Term Structure and Interest 03. P-Term Structure and
25 Fixed Income 00:14 30-37 IM'24
Rate Dynamics Interest Rate Dynamics-2
The Term Structure and Interest 04. P-Term Structure and
25 Fixed Income 00:05 38-40 IM'24
Rate Dynamics Interest Rate Dynamics-3
The Arbitrage-Free Valuation 01. P-The Arbitrage Free
26 Fixed Income 00:21 11-18 IM'24
Framework Valuation Framework-1
Valuation and Analysis of Bonds 01. P-Valuation and Analysis
27 Fixed Income of Bonds with Embedded 00:25 11-18 IM'24
with Embedded Options
Options-1
29 Fixed Income Credit Default Swaps 01. P-CDS-1 00:22 1-6 IM'24
29 Fixed Income Credit Default Swaps 02. P-CDS-2 00:17 7-14 IM'24
Corporate Cost of Capital-Advanced 01. P-Cost of Capital
17 00:13 1-6 IM'24
Issuers Topics Advanced Topics-1