Learning Tracks

  • Level I CFA® Exam – Study Notes

    The Study Notes cover the entire syllabus spanning the 67 readings suggested by CFA Institute. While developing these notes we have taken great care to ensure that each concept is explained in a simple manner using examples and illustrations.

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  • Level II CFA® Exam - Study Notes

    Our study material will be organized as per the 10 broad topic areas and covers the entire syllabus for the Level 2 CFA Exam.

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  • PRM Exam I Study Notes

    Exam I of the PRM certification tests a candidate’s knowledge and understanding of the foundations of finance theory, the financial instruments that provide tools for the mitigation or transfer of risk, and the financial markets in which instruments are traded and capital is raised.

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  • Banking 101

    This short course on banking explains the basic concepts of banking and how the banking system functions.

  • Basics of Options

    This short course on options explains the basic concepts of options, option payoff diagram, and option premium.

  • Information Risk and Data Quality Management

    This course is a part of the Financial Risk Manager (FRM) Part 1 syllabus under the section ‘Foundations of Risk Management’.

  • Quantitative Methods in Finance

    In this course we will learn about the quantitative techniques essential for financial analysis.

Recent Posts

Perpetual Vs. Periodic Inventory Systems

A company can account for changes in inventory using either periodic inventory system or perpetual inventory system. In the perpetual system, the company maintains a continuous record of inventory changes. All the purchases and sales of inventory are directly recorded in the inventory account. For every sale, the COGS is debited and inventory is credited. […]

Inventory Accounting Analysis and Inflation/Deflation

Inflation and Inventory Accounting Analysis LIFO income statement in a rising price environment – LIFO method will lower reported margins.  Most recent goods are the most expensive and LIFO will calculate higher COGS and thus a lower gross profit. LIFO balance sheet in a rising pricing environment – LIFO method lowers the value of inventory and thus […]

Analyze Securities Using Tableau Visualizations

I recently came across the visualization tool called Tableau. You can use your data to create any kind of visualization using tableau. The below link provides an example of a visualization created using tableau. http://public.tableausoftware.com/shared/BWJH9MBWJ?:display_count=no This analysis shows the revenue of the top 100 publicly-traded technology companies from the common baseline of their first year […]

Trading as a Career Option

In my long stint in the financial market and the academic world I have come across many greenhorns who want to take up trading as a career option. They have dreams in their eyes and are lured by the dazzling screens, armed with Bio and Autobiographies of pundits of investments, with the flaring expectation to […]

Why Stock Prices Move

In our everyday life we sometimes wonder about the most basic question of stock market – why does the price of a share go up or down? We are not talking about the daily or weekly gyrations but in the long run why the stocks moves. The two most basic reasons are: Change in earnings […]