Applied Level
Bridge the gap between exam prep and real-world finance
The Applied Level is designed for learners who want to go beyond the CFA® curriculum and apply their knowledge in practical, career-focused ways.
Applied Analysis
- Sector Studies
An on-going series providing an in-depth analysis of each sector of the economy and its market performance across the economic and credit cycle
- Financial Modelling
Institutional-level practical skill development using real world data, a must-know for any aspiring financial analyst and a powerful process/tool for professional retail investors.
- AI for Finance
AI tools (LLMs and reasoning models) are used in specific financial analysis applications.
Applied Asset Management
- Applied Options
Key concepts include: Implied volatility vs historical volatility; Volatility skew, level, crush, and term structure; Positive/negative convexity; Theta decay; Gamma risk
- Portfolio Management & Construction
Introduces you to a variety of trades/positions across a number of asset classes using a number of different securities (equities, forex, options, futures)
- Positions
A weekly video series focusing on Dr. Mark’s new market positions
- Screeners
Coded in Python, screeners automate the search for tradable ideas.
