Details
Studying for and earning the CFA Charter will provide you with a strong foundation of real-world investment analysis and portfolio management skills. Not limited to, as a participant in the CFA Level I preparation program, you will:
»» Master a wide range of tools and concepts that apply to investment valuation and portfolio management
»» Get a thorough overview of concepts regarding all assets classes, securities and markets
»» Understand the CFA Institute Code of Ethics and Standards of Professional Conduct
»» Have a strong foundation in order to successfully pass the CFA Level I exam and get one step closer to Delivery Type Group Live earning the respected Charter
Being regarded as the gold standard in investment management, earning the CFA charter is ideal for professionals
working in, or students planning to enter the finance or investment profession. Furthermore, many non-investment professionals decide to pursue the CFA charter to broaden their professional expertise, or make a career change into the investment profession. Respectively, the program is particularly suited for:
»» Portfolio Managers
»» Research Analysts
»» Consultants
»» Risk Managers
»» Corporate Finance Analysts
»» Financial Advisers
»» Investment Banking Analysts
»» Relationship Managers
»» Auditors
»» Non-investment professionals aiming to enter the finance or investment profession
»» Students aiming to enter the finance or investment profession
Outline
Quantitative Methods
»»Time Value of Money
»»Discounted Cash Flow Application
»»Statistical Concepts and Market Returns
»»Probability Concepts and Distributions
»»Sampling, Estimation and Hypothesis Testing
»»Technical Analysis
Economics
»»Microeconomic Analysis
»»Macroeconomic Analysis
»»Economics in a Global Context
Financial Reporting and Analysis
»»Financial Reporting Basics
»»Understanding Income Statements
»»Understanding Balance Sheets
»»Understanding Cash Flow Statements
»»Financial Analysis Techniques
»»Evaluating Financial Statements Quality
Corporate Finance
»»Capital Budgeting
»»Cost of Capital
»»Measures of Leverage
»»Dividend Policy and Share Repurchases
»»Working Capital Management
Portfolio Management
»»Portfolio Risk and Return Measures
»»Minimum Variance and Efficient Frontier
»»Capital Allocation and Capital Market Line
»»Systematic and Non-systematic Risk
»»Beta and the CAPM
»»Portfolio Planning and Construction
Equity Investments
»»Market Organization and Structure
»»Security Market Indices
»»Market Efficiency
»»Industry and Company Analysis
»»Equity Valuation Concepts and Tools
Fixed-Income
»» Issuance, Trading and Funding
»»Fixed-Income Valuation
»»Fixed-Income Risk and Return
»»Credit Analysis
Derivatives
»»Derivative Markets and Instruments
»»Forwards, Futures, Options and Swaps
»»Option Strategies
Alternative Investments
»»Features of Alternative Investments
»»Real Estate and Private Equity
»»Hedge Funds and Commodities
Ethical and Professional Standards
»»Code of Ethics
»»Global Investment Performance Standards
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