Chartered Financial Analyst (CFA) 

Chartered Financial Analyst

76 Hours/12 Month Access/Instructor Support

Chartered Financial Analyst® (CFA®) charter has become known as the gold standard of professional credentials within the global investment community. Investors recognize the CFA designation as the definitive standard for measuring competence and integrity in the fields of portfolio management and investment analysis.

Course Overview:

I. Ethical and Professional Standards

• Code of Ethics and Standards of Professional Conduct
• Guidance for Standards I – VII
• Introduction to Global Investment Performance Standards
• Global Investment Performance Standards

II. Quantitative Methods

• The Time Value of Money
• Discounted Cash Flow Applications
• Statistical Concepts and Market Returns
• Probability Concepts
• Common Probability Distributions
• Sampling and Estimation
• Hypothesis Testing
• Technical Analysis

III. Economics

• Elasticity
• Efficiency and Equity
• Markets in Action
• Organizing Production
• Output and Costs
• Perfect Competition
• Monopoly
• Monopolistic Competition and Oligopoly
• Demand and Supply in Factor Markets
• Monitoring Cycles, Jobs, and the Price Level
• Aggregate Supply and Aggregate Demand
• Money, Banks, and the Federal Reserve
• Money, Interest, Real GDP, and the Price Level
• Inflation
• Fiscal Policy
• Monetary Policy

IV. Financial Reporting and Analysis

• Financial Statement Analysis: An Introduction
• Financial Reporting Mechanics
• Financial Reporting Standards
• Understanding the Income Statement
• Understanding the Balance Sheet
• Understanding the Cash Flow Statement
• Analysis of Inventories
• Analysis of Long-Lived Assets: Part I-The Capitalization Decision
• Analysis of Long-Lived Assets: Part II-Analysis of Depreciation and Impairment
• Analysis of Income Taxes
• Analysis of Financing Liabilities
• Leases and Off-Balance-Sheet Debt
• Financial Analysis Techniques
• Financial Statement Analysis: Applications
• International Standards Convergence

V. Corporate Finance

• Capital Budgeting
• Cost of Capital
• Working Capital Management
• Financial Statement Analysis
• The Corporate Governance of Listed Companies: A Manual for Investors

VI. Portfolio Management

• The Asset Allocation Decision
• An Introduction to Portfolio Management
• An Introduction to Asset Pricing Models

VII. Equity Investments

• Organization and Functioning of Securities Markets
• Security-Market Indexes
• Efficient Capital Markets
• Market Efficiency and Anomalies
• An Introduction to Security Valuation: Part I
• Industry Analysis
• Equity: Concepts and Techniques
• Company Analysis and Stock Valuation
• An Introduction to Security Valuation: Part II
• Introduction to Price Multiples

VIII. Fixed Income

• Features of Debt Securities
• Risks Associated with Investing in Bonds
• Overview of Bond Sectors and Instruments
• Understanding Yield Spreads
• Monetary Policy in an Environment of Global Financial Markets
• Introduction to the Valuation of Debt Securities
• Yield Measures, Spot Rates, and Forward Rates
• Introduction to the Measurement of Interest Rate Risk

IX. 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

X. Alternative Investments

• Alternative Investments

Exam Section

• Prelim Exam
• Mock Exam
• Previous Exam Papers

Learner friendly courses with:

• Formulae, definitions and concise summaries
• Interactive simulations
• Solved examples, practice exercises and quizzes
• Mock exams from proprietary database
• Personalized results for self assessment
• Glossary, FAQs, Pocket Reference
• Valuable reference extracts

Other features include:

• E-mail subject-matter expert
• Online with 24x7 customer support
• Close adherence to (CFA®) prescribed study guide