Intense CFA Level 1 (Review Course) Al Atta Consulations & Admin Studies Est
Price: AED 5,100

Course details

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 

Updated on 17 September, 2019

About Al Atta Consulations & Admin Studies Est

AAC is a worldwide, one-stop management consultancy services provider company who offer the better quality service to their esteemed clients. AAC is a team of well qualified management and business professionals geared up to spear head and partner your plans, progress, and profitability in business. If your quest is for:

  • A One Stop Business Consulting Solutions
  • A One Stop Management Consulting point
  • A team to incorporate and manage your business
  • A One Stop Business and Auditing/accounting Outsourcing

Leader in providing the corporate /commercial and learning services provider
At AAC – We give wings to your dreams- convert plans into actions- guide , mentor and monitor your progress and deliver profitable results to your enterprise with implication of  “SMART” strategy
We are here to EMPOWER you to do what you know to do the best – your business We are your external perspective to your internal thoughts with efficiency and effectiveness. We give you insights about your business and your plans and act as catalysts enabling your business growth.

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