Chartered Financial Analyst (CFA) Level 1

About Course

This comprehensive online CFA preparation course is designed for aspiring financial professionals who aim to achieve the globally recognized Chartered Financial Analyst (CFA) designation. Delivered through high-quality recorded sessions, this course offers flexibility for students to learn at their own pace, ensuring thorough understanding of each topic.

The CFA Program is known for its rigorous curriculum, covering essential financial and investment management topics that prepare candidates to excel in their careers. Our course spans all three levels of the CFA exam, beginning with foundational concepts and progressing to advanced analysis and practical applications in the investment industry. Key topics include Ethical and Professional Standards, Quantitative Methods, Financial Reporting and Analysis, Corporate Finance, Equity and Fixed Income Analysis, Derivatives, Alternative Investments, Portfolio Management, and Economics.

This course provides:

Comprehensive Video Lectures: Recorded sessions by experienced instructors, breaking down complex topics and highlighting exam-relevant material.
Study Notes and Resources: Condensed summaries and supplementary material designed to reinforce key concepts.
Practice Questions and Mock Exams: Opportunities to test knowledge and exam readiness with CFA-style questions and realistic simulations.
Exam Strategy Guidance: Insights into effective time management, exam-taking techniques, and strategic approaches for each CFA level.

By the end of this course, candidates will have a solid foundation in financial analysis, ethical standards, and investment management practices, fully preparing them to tackle the CFA exams with confidence.

Course Content

Introduction to CFA Program and Exam Structure
Overview of CFA Program, eligibility, and career benefits Exam format, question types, and test-taking strategies Study tips and preparation timeline for Level I

Introduction to CFA Level 1 Program

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Ethics and Professional Standards
Code of Ethics and Standards of Professional Conduct Global Investment Performance Standards (GIPS)

Quantitative Methods
Time Value of Money Probability Concepts Statistical Concepts and Market Returns Hypothesis Testing and Regression Analysis

Economics
Microeconomics and Macroeconomics Market Structures and Supply/Demand Analysis International Trade and Currency Exchange Rates Economic Indicators and Economic Growth

Financial Reporting and Analysis
Financial Statement Analysis and Reporting Standards Income Statement, Balance Sheet, and Cash Flow Analysis Financial Ratios, Valuation, and Financial Modeling

Corporate Finance
Capital Budgeting and Cost of Capital Capital Structure, Dividends, and Working Capital Management Corporate Governance and Environmental, Social, and Governance (ESG) Analysis

Equity Investments
Overview of Equity Securities Markets and Equity Valuation Models Analysis of Industry and Company Fundamentals

Fixed Income
Characteristics and Types of Fixed Income Securities Yield Measures, Duration, and Convexity Fixed Income Markets and Instruments Analysis

Derivatives
Basic Derivative Instruments (Forwards, Futures, Options, and Swaps) Derivative Markets and Pricing Fundamentals Risk Management with Derivatives

Alternative Investments
Overview of Alternative Investments (Real Estate, Private Equity, Hedge Funds, etc.) Valuation and Analysis of Alternative Asset Classes

Portfolio Management and Wealth Planning
Portfolio Theory, Risk, and Return Concepts Capital Asset Pricing Model (CAPM) and Efficient Market Hypothesis Portfolio Construction, Management, and Performance Evaluation

Additional support
Exam Format: The CFA Level 1 exam consists of multiple-choice questions spread across two sessions (each 2 hours and 15 minutes). Exam Weightings: Each topic area has specific weightings that may vary. Ethics, for instance, has a heavier weighting than some other sections. Quantitative Methods, Financial Reporting and Analysis, and Portfolio Management are also highly weighted.

About Course

What Will You Learn?

Course Content

Introduction to CFA Program and Exam Structure Overview of CFA Program, eligibility, and career benefits Exam format, question types, and test-taking strategies Study tips and preparation timeline for Level I

Introduction to CFA Level 1 Program

Ethics and Professional Standards Code of Ethics and Standards of Professional Conduct Global Investment Performance Standards (GIPS)

Code of Ethics and Standards of Professional Conduct

Global Investment Performance Standards (GIPS)

The CFA Institute’s Code of Ethics and Standards of Professional Conduct applies to which of the following groups?

Ethics and Professional Standards Quiz

Quantitative Methods Time Value of Money Probability Concepts Statistical Concepts and Market Returns Hypothesis Testing and Regression Analysis

Time Value of Money

Probability Concepts

Statistical Concepts and Market Returns

Hypothesis Testing and Regression Analysis

Economics Microeconomics and Macroeconomics Market Structures and Supply/Demand Analysis International Trade and Currency Exchange Rates Economic Indicators and Economic Growth

Microeconomics and Macroeconomics

Market Structures and Supply/Demand Analysis

International Trade and Currency Exchange Rates

Economic Indicators and Economic Growth

Financial Reporting and Analysis Financial Statement Analysis and Reporting Standards Income Statement, Balance Sheet, and Cash Flow Analysis Financial Ratios, Valuation, and Financial Modeling

Financial Statement Analysis and Reporting Standards

Income Statement, Balance Sheet, and Cash Flow Analysis

Financial Ratios, Valuation, and Financial Modeling

Corporate Finance Capital Budgeting and Cost of Capital Capital Structure, Dividends, and Working Capital Management Corporate Governance and Environmental, Social, and Governance (ESG) Analysis

Capital Budgeting and Cost of Capital

Capital Structure, Dividends, and Working Capital Management

Corporate Governance and Environmental, Social, and Governance (ESG) Analysis

Equity Investments Overview of Equity Securities Markets and Equity Valuation Models Analysis of Industry and Company Fundamentals

Overview of Equity Securities

Markets and Equity Valuation Models

Analysis of Industry and Company Fundamentals

Fixed Income Characteristics and Types of Fixed Income Securities Yield Measures, Duration, and Convexity Fixed Income Markets and Instruments Analysis

Characteristics and Types of Fixed Income Securities

Yield Measures, Duration, and Convexity

Fixed Income Markets and Instruments Analysis

Derivatives Basic Derivative Instruments (Forwards, Futures, Options, and Swaps) Derivative Markets and Pricing Fundamentals Risk Management with Derivatives

Basic Derivative Instruments (Forwards, Futures, Options, and Swaps)

Derivative Markets and Pricing Fundamentals

Risk Management with Derivatives

Alternative Investments Overview of Alternative Investments (Real Estate, Private Equity, Hedge Funds, etc.) Valuation and Analysis of Alternative Asset Classes

Overview of Alternative Investments (Real Estate, Private Equity, Hedge Funds, etc.)

Valuation and Analysis of Alternative Asset Classes

Portfolio Management and Wealth Planning Portfolio Theory, Risk, and Return Concepts Capital Asset Pricing Model (CAPM) and Efficient Market Hypothesis Portfolio Construction, Management, and Performance Evaluation

Portfolio Theory, Risk, and Return Concepts

Capital Asset Pricing Model (CAPM) and Efficient Market Hypothesis

Portfolio Construction, Management, and Performance Evaluation

Exam Format & Exam Weightings

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Resources

Introduction to CFA Program and Exam Structure
Overview of CFA Program, eligibility, and career benefits Exam format, question types, and test-taking strategies Study tips and preparation timeline for Level I

Ethics and Professional Standards
Code of Ethics and Standards of Professional Conduct Global Investment Performance Standards (GIPS)

Quantitative Methods
Time Value of Money Probability Concepts Statistical Concepts and Market Returns Hypothesis Testing and Regression Analysis

Economics
Microeconomics and Macroeconomics Market Structures and Supply/Demand Analysis International Trade and Currency Exchange Rates Economic Indicators and Economic Growth

Financial Reporting and Analysis
Financial Statement Analysis and Reporting Standards Income Statement, Balance Sheet, and Cash Flow Analysis Financial Ratios, Valuation, and Financial Modeling

Corporate Finance
Capital Budgeting and Cost of Capital Capital Structure, Dividends, and Working Capital Management Corporate Governance and Environmental, Social, and Governance (ESG) Analysis

Equity Investments
Overview of Equity Securities Markets and Equity Valuation Models Analysis of Industry and Company Fundamentals

Fixed Income
Characteristics and Types of Fixed Income Securities Yield Measures, Duration, and Convexity Fixed Income Markets and Instruments Analysis

Derivatives
Basic Derivative Instruments (Forwards, Futures, Options, and Swaps) Derivative Markets and Pricing Fundamentals Risk Management with Derivatives

Alternative Investments
Overview of Alternative Investments (Real Estate, Private Equity, Hedge Funds, etc.) Valuation and Analysis of Alternative Asset Classes

Portfolio Management and Wealth Planning
Portfolio Theory, Risk, and Return Concepts Capital Asset Pricing Model (CAPM) and Efficient Market Hypothesis Portfolio Construction, Management, and Performance Evaluation