Week 2: Equity Plan Design, Analysis, and Administration (ECA Exam Study Group)

Only available as part of a package

The Equity Plan Design, Analysis, and Administration module provides a comprehensive understanding of how equity compensation plans are designed and managed to align employee and company interests. Topics include:

Types of equity awards: Stock options, stock appreciation rights (SARs), restricted stock and units (RSUs), performance awards, phantom stock, and employee stock purchase plans (ESPPs).
Design considerations: Share allocation, eligibility, vesting conditions, and plan administration.
Practical applications: Mechanics of option exercises, tax withholding methods, and performance metric design.
Award distinctions: Differences between cash-settled and stock-settled awards.