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Employee Stock Options & RSUs

Understand EVERYTHING you need to know about your options and RSUs!
(737 reviews)
2,501 students
Created by


CourseMarks Score®







Platform: Udemy
Video: 57m
Language: English
Next start: On Demand

Table of contents


This is the ONLY Employee Stock Options course on Udemy, and the only course you’ll ever need to fully understand your employee stock options and RSUs!
Core Financial Concepts’ Employee Stock Options & RSUs for Private Companies course spans 5 sections with a total of 9 lectures. In under an hour, you will:
•Learn what employee stock options and RSUs are, as well as how they work
•Understand the key dates affecting your options
•Follow two employees and their options & RSUs all the way to an IPO
•Get a primer on income taxes for options
•See the Big 3 considerations you need to know when thinking about your options and RSUs

By the end of the course, you’ll have a framework for how to think about what to do with YOUR options & RSUs given YOUR financial situation.

Don’t risk making bad decisions. If you work at a private company, and have employee stock options and/or RSUs, this is the course you’ve been waiting for!!!

You will learn

✓ Thoroughly understand your incentive stock options, non-qualified stock options, and RSUs.
✓ Have a framework for making decisions about your stock options and RSUs.


• Have stock options and / or RSUs as part of your compensation at work.

This course is for

• Employees at private companies that have stock options and / or RSUs
MBA, CFP, CAP, CLU, 20+ years financial advisory experience
I spent 20 years advising clients on their investments, stock options & RSUs, taxes, insurance, financial planning, and estate planning.
I have an undergraduate degree in economics from California State University, and an MBA from Cornell University where my studies focused on Asset Management
I earned my CFP Professional designation in 2002, and am also a CAP (Chartered Advisor in Philanthropy) and CLU (Chartered Life Underwriter) as well as a former CIMA (Certified Investment Management Consultant), .
Browse all courses by on Coursemarks.
Platform: Udemy
Video: 57m
Language: English
Next start: On Demand

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