Intense CFA Level 1 (Review Course)

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)

Equity

• 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