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
