Chartered Financial Analyst – CFA Level 1 Preparation Course

Courses Syllabus

Objectives:

By the end of the program, participants will be able to:

• Get a jump start to help them prepare for the CFA Level I curriculum:
• Ethical and professional standards and quantitative methods
• Economics
• Financial accounting and reporting
• Corporate finance, portfolio management and equity investments
• Fixed income securities and alternative investments.

The Content:

Ethical and Professional Standards and Quantitative Methods

• Code of Ethics and Standards of Professional Conduct
• Global Investment Performance Standards
• Time Value of Money
• Discounted Cash Flow Applications
• Statistical Concepts and Market Returns
• Probability Concepts
• Common Probability Distribution
• Sampling and Estimation
• Hypothesis Testing
• Technical Analysis

Economics

• Elasticity, Efficiency and Equity
• Markets in Action
• Organizing Production
• Outputs and Costs
• Perfect Competition and Monopolistic Competition
• Monopoly and Oligopoly
• Markets for Factors of Production
• Money, the Price Level and Inflation
• Fiscal Policy and Monetary Policy
• Central Banks

Financial Reporting and Analysis

• Financial Statement Analysis
• Financial Reporting Mechanics and Standards
• Understanding Income Statement and Balance Sheet
• Understanding Cash Flow
• Financial Analysis Techniques
• Inventories, Long-Lived Assets and Non-Current Liabilities

Corporate Finance, Portfolio Management and Equity Investment

• Capital Budgeting
• Cost of Capital
• Measures of Leverage
• Dividends and Share Repurchases
• Working Capital Management
• Corporate Governance
• Portfolio Management
• Risk and Return
• Portfolio Planning and Construction
• Security Market Indices and Market Efficiency
• Equity Securities and Industry Analysis
• Company Analysis and Equity Valuation

Fixed Income Securities and Alternative Investments

• Features of Debt Securities
• Risks Associated with Investing in Bonds
• Bond Sectors and Instruments
• Understanding Yield Spread
• Valuation of Debt Securities
• Measurement of Interest Rate Risk
• Derivative Markets and Instruments
• Forward, Futures and Swap Markets and Contracts
• Alternative Investments
• Investing in Commodities