Scribd
Upload
718 views

CFA Level 1 Course

This document outlines the content and structure of an 18-session CFA Level I exam preparation course. The course covers quantitative methods, ethics, financial reporting, corporate finance, economics, portfolio management, equity analysis, derivatives, and alternative investments. Students will take two full mock exams and receive instruction from experienced faculty through practical examples and proprietary presentations. The target group is students and working executives who pass a selection test.

Uploaded by

Abdulqayum Sattigeri
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
718 views

CFA Level 1 Course

This document outlines the content and structure of an 18-session CFA Level I exam preparation course. The course covers quantitative methods, ethics, financial reporting, corporate finance, economics, portfolio management, equity analysis, derivatives, and alternative investments. Students will take two full mock exams and receive instruction from experienced faculty through practical examples and proprietary presentations. The target group is students and working executives who pass a selection test.

Uploaded by

Abdulqayum Sattigeri
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 4

CFA Level I Course - Examination Training

The course is applicable to the following financial careers:


Investment Banking
Private Equity
Hedge Funds
Equity Research (buy-side and sell-side)
Asset Management
Corporate Development
Private Wealth Management

Course Content

Session 1 - 3
Quantitative Methods: Basic Concepts
The Time Value of Money
Discounted Cash Flow Applications
Statistical Concepts and Market Returns
Probability Concepts

Session 1 - 3
Quantitative Methods: Application
Common Probability Distributions
Sampling and Estimation
Hypothesis Testing
Technical Analysis

Session 3 - 4
Ethical and Professional Standards
Code of Ethics and Standards of Professional Conduct
Guidance for Standards IVII
Introduction to the Global Investment Performance Standards (GIPS)
Global Investment Performance Standards (GIPS)

Session 5 - 9
Financial Reporting and Analysis: An Introduction
Financial Statement Analysis: An Introduction
Financial Reporting Mechanics
Financial Reporting Standards
Session 5 - 9
Financial Reporting and Analysis: The Income Statement, Balance Sheet,
Cash Flow Statement
Understanding the Income Statement
Understanding the Balance Sheet
Understanding the Cash Flow Statement
Financial Analysis Techniques

Session 5 - 9
Financial Reporting And Analysis: Inventories, Long-lived Assets
Income Taxes, and Non-current Liabilities
Inventories
Long-lived Assets
Income Taxes
Non-current (Long-term) Liabilities

Session 5 - 9
Financial Reporting and Analysis: Applications and International Standards
Convergence
Financial Reporting Quality: Red Flags and Accounting Warning Signs
Accounting Shenanigans on the Cash Flow Statement
Financial Statement Analysis: Applications
International Standards Convergence

Session 10 - 11
Corporate Finance & Capital Budgeting
Cost of Capital
Measures of Leverage
Dividends and Share Repurchases: Basics
Working Capital Management
Financial Statement Analysis
The Corporate Governance of Listed Companies: A Manual for Investors

Session 10 - 11
Market Organization, Market Indices, and Market Efficiency
Market Organization and Structure
Security Market Indices
Market Efficiency

Session 11 - 12
Fixed Income: Basic Concepts
Features of Debt Securities
Risks Associated with Investing in Bonds
Overview of Bond Sectors and Instruments
Understanding Yield Spreads

Session 11 - 12
Fixed Income: Analysis and Valuation
Introduction to the Valuation of Debt Securities
Yield Measures, Spot Rates, and Forward Rates
Introduction to the Measurement of Interest Rate Risk

Session 13
Portfolio Management
Portfolio Management: An Overview
Portfolio Risk and Return: Part I
Portfolio Risk and Return: Part II
Basics of Portfolio Planning and Construction

Session 14 - 15
Economics: Microeconomic Analysis
Elasticity
Efficiency and Equity
Markets in Action
Organizing Production
Output and Costs

Session 14 - 15
Economics: Market Structure and Macroeconomic Analysis
Perfect Competition
Monopoly
Monopolistic Competition and Oligopoly
Markets for Factors of Production
Monitoring Jobs and the Price Level
Aggregate Supply and Aggregate Demand

Session 14 - 15
Economics: Monetary and Fiscal Economics
Money, the Price Level, and Inflation
U.S. Inflation, Unemployment, and Business Cycles
Fiscal Policy
Monetary Policy
An Overview of Central Banks
Session 16 - 17
Equity Analysis and Valuation
Overview of Equity Securities
Introduction to Industry and Company Analysis
Equity Valuation: Concepts and Basic Tools

Session 17 - 18
Derivatives
Derivative Markets and Instruments
Forward Markets and Contracts
Futures Markets and Contracts
Option Markets and Contracts
Swap Markets and Contracts
Risk Management Applications of Option Strategies

Session 19
Alternative Investments
Alternative Investments
Investing in Commodities

Session 20 - 21 Mock Exam 1


Morning Session
Afternoon Session

Session 22 - 23 Mock Exam 2


Morning Session
Afternoon Session

Training Advantages & Training Methodology


2 complete mock exams
Training along with practical examples geared towards the exam
Experienced faculty who have passed the exam to answer queries
Proprietary presentations outlining the structure and content of each session (30 - 45
pages per session)

Target Group : Students / Working Executives

Eligibility : Candidates Need to Clear the Selection Test

Course Duration : 18 Sessions - 72 Live Classroom Hours

You might also like