Course Details
Course Outline
5 days course
Introduction and Ethical and Professional Standards
- Overview of the CFA Program and exam structure
- Test-taking strategies
- Introduction to Ethical and Professional Standards
- Deep dive into the CFA Institute Code of Ethics
- Understanding the Standards of Professional Conduct
Quantitative Methods
- Introduction to Time Value of Money
- Understanding Probability in Finance
- Deep dive into Hypothesis Testing
- Introduction to Regression Analysis
- Analyzing common pitfalls and applications
Financial Reporting and Analysis
- Understanding the Income Statement
- Deep dive into the Balance Sheet
- Introduction to the Cash Flow Statement
- Analysis of Financial Reporting Quality
- Detailed review of Inventories, Long-Lived Assets, Tax, and Leases
Equity and Fixed Income Investments
- Introduction to Equity Valuation methods and models
- Overview of Equity Markets and Instruments
- Understanding Fixed Income Valuation
- Deep dive into Fixed Income Markets and Instruments
- Analysis of Yield Spreads and Credit Analysis
Portfolio Management and Wrap Up
- Introduction to Modern Portfolio Theory
- Overview of Portfolio Planning
- Deep dive into Portfolio Construction
- Review of critical concepts from the week
- Mock exam, question and answer session
