Al Atta Consulations & Admin Studies Est Intense CFA Level 1 (Review Course) Al Atta Consulations & Admin Studies Est
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Core modules with Mock Practice Sessions:

Quantitative Methods (15 hours)

  • Time Value of Money 
  • Probability 
  • Probability Distributions and Descriptive Statistics 
  • Sampling and Estimation 
  • Hypothesis Testing 
  • Correlation Analysis and Regression 
  • Time-Series Analysis 
  • Simulation Analysis 
  • Technical Analysis 

Financial Reporting & Analysis (16 hours) 

  • Financial Reporting System (with an emphasis on IFRS) 
  • Analysis of Principal Financial Statements 
  • Financial Reporting Quality 
  • Analysis of Inventories and Long-Lived Assets 
  • Analysis of Taxes 
  • Analysis of Debt 
  • Analysis of Off-Balance-Sheet Assets and Liabilities 
  • Analysis of Pensions, Stock Compensation, and Other Employee Benefits 
  • Analysis of Inter-Corporate Investments 
  • Analysis of Business Combinations 
  • Analysis of Global Operations 
  • Ratio and Financial Analysis 

Equity and Fixed Income Investments (20 hours)


  • Types of Equity Securities and Their Characteristics 
  • Equity Markets: Characteristics and Institutions 
  • Equity Portfolio Benchmarks 
  • Valuation of Individual Equity Securities 
  • Fundamental Analysis (Sector, Industry, Company) 
  • Equity Market Valuation and Return Analysis 
  • Closely Held Companies and Inactively Traded Securities 
  • Equity Portfolio Management Strategies 

Fixed Income

  • Types of Fixed-Income Securities and Their Characteristics 
  • Fixed-Income Markets: Characteristics & Institutions 
  • Fixed Income Portfolio Benchmarks 
  • Fixed-Income Valuation (Sector, Industry, Company) and Return Analysis 
  • Term Structure Determination and Yield Spreads 
  • Analysis of Interest Rate Risk 
  • Analysis of Credit Risk 
  • Valuing Bonds with Embedded Options 
  • Structured Products 
  • Fixed-Income Portfolio Management Strategies 

Portfolio Management & Wealth Planning (15 hours)

  • The Investment Policy Statement 
  • Modern Portfolio Management Concepts 
  • Behavioral Finance 
  • Management of Individual/Family Investor Portfolios 
  • Management of Institutional Investor Portfolios 
  • Investment Manager Selection 
  • Economic Analysis and Setting Capital Market Expectations 
  • Tax Efficiency Strategies 
  • Asset Allocation 
  • Portfolio Construction and Revision 
  • Risk Management 
  • Execution of Portfolio Decisions (Trading) 
  • Performance Evaluation 
  • Presentation of Performance Results 

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