SESSION:1 Introduction to Finance
1.1 What Is Finance?

SESSION:1 Introduction to Finance
1.2 The Role of Finance in an Organization

SESSION:1 Introduction to Finance
1.3 Importance of Data and Technology

SESSION:1 Introduction to Finance
1.4 Careers in Finance

SESSION:1 Introduction to Finance
1.5 Markets and Participants

SESSION:1 Introduction to Finance
1.6 Microeconomic and Macroeconomic Matters

SESSION:1 Introduction to Finance
1.7 Financial Instruments

SESSION:1 Introduction to Finance
1.8 Concepts of Time and Value

SESSION:1 Introduction to Finance
Summary

SESSION:1 Introduction to Finance
Key Terms

SESSION:1 Introduction to Finance
Multiple Choice

SESSION:1 Introduction to Finance
Review Questions

SESSION:1 Introduction to Finance
Video Activity

SESSION:2 Corporate Structure and Governance
2.1 Business Structures

SESSION:2 Corporate Structure and Governance
2.2 Relationship between Shareholders and Company Management

SESSION:2 Corporate Structure and Governance
2.3 Role of the Board of Directors

SESSION:2 Corporate Structure and Governance
2.4 Agency Issues: Shareholders and Corporate Boards

SESSION:2 Corporate Structure and Governance
2.5 Interacting with Investors, Intermediaries, and Other Market Participants

SESSION:2 Corporate Structure and Governance
2.6 Companies in Domestic and Global Markets

SESSION:2 Corporate Structure and Governance
Summary

SESSION:2 Corporate Structure and Governance
Key Terms

SESSION:2 Corporate Structure and Governance
CFA Institute

SESSION:2 Corporate Structure and Governance
Multiple Choice

SESSION:2 Corporate Structure and Governance
Review Questions

SESSION:2 Corporate Structure and Governance
Video Activity

SESSION:3 Economic Foundations: Money and Rates
3.1 Microeconomics

SESSION:3 Economic Foundations: Money and Rates
3.2 Macroeconomics

SESSION:3 Economic Foundations: Money and Rates
3.3 Business Cycles and Economic Activity

SESSION:3 Economic Foundations: Money and Rates
3.4 Interest Rates

SESSION:3 Economic Foundations: Money and Rates
3.5 Foreign Exchange Rates

SESSION:3 Economic Foundations: Money and Rates
3.6 Sources and Characteristics of Economic Data

SESSION:3 Economic Foundations: Money and Rates
Summary

SESSION:3 Economic Foundations: Money and Rates
Key Terms

SESSION:3 Economic Foundations: Money and Rates
CFA Institute

SESSION:3 Economic Foundations: Money and Rates
Multiple Choice

SESSION:3 Economic Foundations: Money and Rates
Review Questions

SESSION:3 Economic Foundations: Money and Rates
Problems

SESSION:3 Economic Foundations: Money and Rates
Video Activity

SESSION:4 Accrual Accounting Process
4.1 Cash versus Accrual Accounting

SESSION:4 Accrual Accounting Process
4.2 Economic Basis for Accrual Accounting

SESSION:4 Accrual Accounting Process
4.3 How Does a Company Recognize a Sale and an Expense?

SESSION:4 Accrual Accounting Process
4.4 When Should a Company Capitalize or Expense an Item?

SESSION:4 Accrual Accounting Process
4.5 What Is “Profit” versus “Loss” for the Company?

SESSION:4 Accrual Accounting Process
Summary

SESSION:4 Accrual Accounting Process
Key Terms

SESSION:4 Accrual Accounting Process
Multiple Choice

SESSION:4 Accrual Accounting Process
Review Questions

SESSION:4 Accrual Accounting Process
Problems

SESSION:4 Accrual Accounting Process
Video Activity

SESSION:5 Financial Statements
5.1 The Income Statement

SESSION:5 Financial Statements
5.2 The Balance Sheet

SESSION:5 Financial Statements
5.3 The Relationship between the Balance Sheet and the Income Statement

SESSION:5 Financial Statements
5.4 The Statement of Owner’s Equity

SESSION:5 Financial Statements
5.5 The Statement of Cash Flows

SESSION:5 Financial Statements
5.6 Operating Cash Flow and Free Cash Flow to the Firm (FCFF)

SESSION:5 Financial Statements
5.7 Common-Size Statements

SESSION:5 Financial Statements
5.8 Reporting Financial Activity

SESSION:5 Financial Statements
Summary

SESSION:5 Financial Statements
Key Terms

SESSION:5 Financial Statements
CFA Institute

SESSION:5 Financial Statements
Multiple Choice

SESSION:5 Financial Statements
Review Questions

SESSION:5 Financial Statements
Problems

SESSION:5 Financial Statements
Video Activity

SESSION:6 Measures of Financial Health
6.1 Ratios: Condensing Information into Smaller Pieces

SESSION:6 Measures of Financial Health
6.2 Operating Efficiency Ratios

SESSION:6 Measures of Financial Health
6.3 Liquidity Ratios

SESSION:6 Measures of Financial Health
6.4 Solvency Ratios

SESSION:6 Measures of Financial Health
6.5 Market Value Ratios

SESSION:6 Measures of Financial Health
6.6 Profitability Ratios and the DuPont Method

SESSION:6 Measures of Financial Health
Summary

SESSION:6 Measures of Financial Health
CFA Institute

SESSION:6 Measures of Financial Health
Multiple Choice

SESSION:6 Measures of Financial Health
Review Questions

SESSION:6 Measures of Financial Health
Problems

SESSION:6 Measures of Financial Health
Key Terms

SESSION:6 Measures of Financial Health
Video Activity

SESSION:7 Time Value of Money I: Single Payment Value
7.1 Now versus Later Concepts

SESSION:7 Time Value of Money I: Single Payment Value
7.2 Time Value of Money (TVM) Basics

SESSION:7 Time Value of Money I: Single Payment Value
7.3 Methods for Solving Time Value of Money Problems

SESSION:7 Time Value of Money I: Single Payment Value
7.4 Applications of TVM in Finance

SESSION:7 Time Value of Money I: Single Payment Value
Summary

SESSION:7 Time Value of Money I: Single Payment Value
Key Terms

SESSION:7 Time Value of Money I: Single Payment Value
CFA Institute

SESSION:7 Time Value of Money I: Single Payment Value
Multiple Choice

SESSION:7 Time Value of Money I: Single Payment Value
Review Questions

SESSION:7 Time Value of Money I: Single Payment Value
Problems

SESSION:7 Time Value of Money I: Single Payment Value
Video Activity

SESSION:8 Time Value of Money II: Equal Multiple Payments
8.1 Perpetuities

SESSION:8 Time Value of Money II: Equal Multiple Payments
8.2 Annuities

SESSION:8 Time Value of Money II: Equal Multiple Payments
8.3 Loan Amortization

SESSION:8 Time Value of Money II: Equal Multiple Payments
8.4 Stated versus Effective Rates

SESSION:8 Time Value of Money II: Equal Multiple Payments
8.5 Equal Payments with a Financial Calculator and Excel

SESSION:8 Time Value of Money II: Equal Multiple Payments
Summary

SESSION:8 Time Value of Money II: Equal Multiple Payments
Key Terms

SESSION:8 Time Value of Money II: Equal Multiple Payments
CFA Institute

SESSION:8 Time Value of Money II: Equal Multiple Payments
Multiple Choice

SESSION:8 Time Value of Money II: Equal Multiple Payments
Problems

SESSION:8 Time Value of Money II: Equal Multiple Payments
Video Activity

SESSION:9 Time Value of Money III: Unequal Multiple Payment Values
9.1 Timing of Cash Flows

SESSION:9 Time Value of Money III: Unequal Multiple Payment Values
9.2 Unequal Payments Using a Financial Calculator or Microsoft Excel

SESSION:9 Time Value of Money III: Unequal Multiple Payment Values
Summary

SESSION:9 Time Value of Money III: Unequal Multiple Payment Values
Key Terms

SESSION:9 Time Value of Money III: Unequal Multiple Payment Values
CFA Institute

SESSION:9 Time Value of Money III: Unequal Multiple Payment Values
Multiple Choice

SESSION:9 Time Value of Money III: Unequal Multiple Payment Values
Review Questions

SESSION:9 Time Value of Money III: Unequal Multiple Payment Values
Problems

SESSION:9 Time Value of Money III: Unequal Multiple Payment Values
Video Activity

SESSION:10 Bonds and Bond Valuation
10.1 Characteristics of Bonds

SESSION:10 Bonds and Bond Valuation
10.2 Bond Valuation

SESSION:10 Bonds and Bond Valuation
10.3 Using the Yield Curve

SESSION:10 Bonds and Bond Valuation
10.4 Risks of Interest Rates and Default

SESSION:10 Bonds and Bond Valuation
10.5 Using Spreadsheets to Solve Bond Problems

SESSION:10 Bonds and Bond Valuation
Summary

SESSION:10 Bonds and Bond Valuation
Key Terms

SESSION:10 Bonds and Bond Valuation
CFA Institute

SESSION:10 Bonds and Bond Valuation
Multiple Choice

SESSION:10 Bonds and Bond Valuation
Review Questions

SESSION:10 Bonds and Bond Valuation
Problems

SESSION:10 Bonds and Bond Valuation
Video Activity

SESSION:11 Stocks and Stock Valuation
11.1 Multiple Approaches to Stock Valuation

SESSION:11 Stocks and Stock Valuation
11.2 Dividend Discount Models (DDMs)

SESSION:11 Stocks and Stock Valuation
11.3 Discounted Cash Flow (DCF) Model

SESSION:11 Stocks and Stock Valuation
11.4 Preferred Stock

SESSION:11 Stocks and Stock Valuation
11.5 Efficient Markets

SESSION:11 Stocks and Stock Valuation
Summary

SESSION:11 Stocks and Stock Valuation
Key Terms

SESSION:11 Stocks and Stock Valuation
CFA Institute

SESSION:11 Stocks and Stock Valuation
Multiple Choice

SESSION:11 Stocks and Stock Valuation
Review Questions

SESSION:11 Stocks and Stock Valuation
Problems

SESSION:11 Stocks and Stock Valuation
Video Activity

SESSION:12 Historical Performance of US Markets
12.1 Overview of US Financial Markets

SESSION:12 Historical Performance of US Markets
12.2 Historical Picture of Inflation

SESSION:12 Historical Performance of US Markets
12.3 Historical Picture of Returns to Bonds

SESSION:12 Historical Performance of US Markets
12.4 Historical Picture of Returns to Stocks

SESSION:12 Historical Performance of US Markets
Summary

SESSION:12 Historical Performance of US Markets
Key Terms

SESSION:12 Historical Performance of US Markets
Multiple Choice

SESSION:12 Historical Performance of US Markets
Review Questions

SESSION:12 Historical Performance of US Markets
Video Activity

SESSION:13 Statistical Analysis in Finance
13.1 Measures of Center

SESSION:13 Statistical Analysis in Finance
13.2 Measures of Spread

SESSION:13 Statistical Analysis in Finance
13.3 Measures of Position

SESSION:13 Statistical Analysis in Finance
13.4 Statistical Distributions

SESSION:13 Statistical Analysis in Finance
13.5 Probability Distributions

SESSION:13 Statistical Analysis in Finance
13.6 Data Visualization and Graphical Displays

SESSION:13 Statistical Analysis in Finance
13.7 The R Statistical Analysis Tool

SESSION:13 Statistical Analysis in Finance
Summary

SESSION:13 Statistical Analysis in Finance
Key Terms

SESSION:13 Statistical Analysis in Finance
CFA Institute

SESSION:13 Statistical Analysis in Finance
Multiple Choice

SESSION:13 Statistical Analysis in Finance
Review Questions

SESSION:13 Statistical Analysis in Finance
Problems

SESSION:13 Statistical Analysis in Finance
Video Activity

SESSION:14 Regression Analysis in Finance
14.1 Correlation Analysis

SESSION:14 Regression Analysis in Finance
14.2 Linear Regression Analysis

SESSION:14 Regression Analysis in Finance
14.3 Best-Fit Linear Model

SESSION:14 Regression Analysis in Finance
14.4 Regression Applications in Finance

SESSION:14 Regression Analysis in Finance
14.5 Predictions and Prediction Intervals

SESSION:14 Regression Analysis in Finance
14.6 Use of R Statistical Analysis Tool for Regression Analysis

SESSION:14 Regression Analysis in Finance
Summary

SESSION:14 Regression Analysis in Finance
Key Terms

SESSION:14 Regression Analysis in Finance
Multiple Choice

SESSION:14 Regression Analysis in Finance
Review Questions

SESSION:14 Regression Analysis in Finance
Problems

SESSION:14 Regression Analysis in Finance
Video Activity

SESSION:15 How to Think about Investing
15.1 Risk and Return to an Individual Asset

SESSION:15 How to Think about Investing
15.2 Risk and Return to Multiple Assets

SESSION:15 How to Think about Investing
15.3 The Capital Asset Pricing Model (CAPM)

SESSION:15 How to Think about Investing
15.4 Applications in Performance Measurement

SESSION:15 How to Think about Investing
15.5 Using Excel to Make Investment Decisions

SESSION:15 How to Think about Investing
Summary

SESSION:15 How to Think about Investing
Key Terms

SESSION:15 How to Think about Investing
CFA Institute

SESSION:15 How to Think about Investing
Multiple Choice

SESSION:15 How to Think about Investing
Review Questions

SESSION:15 How to Think about Investing
Problems

SESSION:15 How to Think about Investing
Video Activity

SESSION:16 How Companies Think about Investing
16.1 Payback Period Method

SESSION:16 How Companies Think about Investing
16.2 Net Present Value (NPV) Method

SESSION:16 How Companies Think about Investing
16.3 Internal Rate of Return (IRR) Method

SESSION:16 How Companies Think about Investing
16.4 Alternative Methods

SESSION:16 How Companies Think about Investing
16.5 Choosing between Projects

SESSION:16 How Companies Think about Investing
16.6 Using Excel to Make Company Investment Decisions

SESSION:16 How Companies Think about Investing
Summary

SESSION:16 How Companies Think about Investing
Key Terms

SESSION:16 How Companies Think about Investing
CFA Institute

SESSION:16 How Companies Think about Investing
Multiple Choice

SESSION:16 How Companies Think about Investing
Review Questions

SESSION:16 How Companies Think about Investing
Problems

SESSION:16 How Companies Think about Investing
Video Activity

SESSION:17 How Firms Raise Capital
17.1 The Concept of Capital Structure

SESSION:17 How Firms Raise Capital
17.2 The Costs of Debt and Equity Capital

SESSION:17 How Firms Raise Capital
17.3 Calculating the Weighted Average Cost of Capital

SESSION:17 How Firms Raise Capital
17.4 Capital Structure Choices

SESSION:17 How Firms Raise Capital
17.5 Optimal Capital Structure

SESSION:17 How Firms Raise Capital
17.6 Alternative Sources of Funds

SESSION:17 How Firms Raise Capital
Summary

SESSION:17 How Firms Raise Capital
Key Terms

SESSION:17 How Firms Raise Capital
CFA Institute

SESSION:17 How Firms Raise Capital
Multiple Choice

SESSION:17 How Firms Raise Capital
Review Questions

SESSION:17 How Firms Raise Capital
Problems

SESSION:17 How Firms Raise Capital
Video Activity

SESSION:18 Financial Forecasting
18.1 The Importance of Forecasting

SESSION:18 Financial Forecasting
18.3 Pro Forma Financials

SESSION:18 Financial Forecasting
18.4 Generating the Complete Forecast

SESSION:18 Financial Forecasting
18.5 Forecasting Cash Flow and Assessing the Value of Growth

SESSION:18 Financial Forecasting
18.6 Using Excel to Create the Long-Term Forecast

SESSION:18 Financial Forecasting
Summary

SESSION:18 Financial Forecasting
Key Terms

SESSION:18 Financial Forecasting
Multiple Choice

SESSION:18 Financial Forecasting
Review Questions

SESSION:18 Financial Forecasting
Problems

SESSION:18 Financial Forecasting
Video Activity

SESSION:19 The Importance of Trade Credit and Working Capital in Planning
19.1 What Is Working Capital?

SESSION:19 The Importance of Trade Credit and Working Capital in Planning
19.2 What Is Trade Credit?

SESSION:19 The Importance of Trade Credit and Working Capital in Planning
19.3 Cash Management

SESSION:19 The Importance of Trade Credit and Working Capital in Planning
19.4 Receivables Management

SESSION:19 The Importance of Trade Credit and Working Capital in Planning
19.5 Inventory Management

SESSION:19 The Importance of Trade Credit and Working Capital in Planning
19.6 Using Excel to Create the Short-Term Plan

SESSION:19 The Importance of Trade Credit and Working Capital in Planning
Summary

SESSION:19 The Importance of Trade Credit and Working Capital in Planning
Key Terms

SESSION:19 The Importance of Trade Credit and Working Capital in Planning
Multiple Choice

SESSION:19 The Importance of Trade Credit and Working Capital in Planning
Review Questions

SESSION:19 The Importance of Trade Credit and Working Capital in Planning
Video Activity

SESSION:20 Risk Management and the Financial Manager
20.1 The Importance of Risk Management

SESSION:20 Risk Management and the Financial Manager
20.2 Commodity Price Risk

SESSION:20 Risk Management and the Financial Manager
20.3 Exchange Rates and Risk

SESSION:20 Risk Management and the Financial Manager
20.4 Interest Rate Risk

SESSION:20 Risk Management and the Financial Manager
Summary

SESSION:20 Risk Management and the Financial Manager
Key Terms

SESSION:20 Risk Management and the Financial Manager
CFA Institute

SESSION:20 Risk Management and the Financial Manager
Multiple Choice

SESSION:20 Risk Management and the Financial Manager
Review Questions

SESSION:20 Risk Management and the Financial Manager
Problems

SESSION:20 Risk Management and the Financial Manager
Video Activity