Chartered Financial Analyst (CFA)

The CFA Program Overview is a 5-day intensive course tailored for finance professionals and aspiring CFA candidates who seek a foundational understanding of the Chartered Financial Analyst curriculum. While not a substitute for full exam preparation, it offers a strategic preview of the core domains, helping participants assess their readiness and interest in pursuing the prestigious CFA designation.

• Understand the structure, format, and requirements of the CFA program
• Interpret and analyze key financial statements and ratios
• Apply quantitative methods to support financial decision-making
• Grasp fundamental economic principles and their investment implications
• Develop initial strategies for investment management and portfolio allocation

• Aspiring CFA Candidates
• Investment Analysts
• Financial Advisors
• Portfolio Managers

Module 1: Introduction to the CFA Program

• CFA designation value and global recognition
• Overview of exam levels and curriculum
• CFA Institute Code of Ethics and Standards

Module 2: Financial Reporting and Analysis

• Core components of financial statements
• Financial ratio analysis
• Basics of corporate finance and valuation

Module 3: Investment Management

• Principles of portfolio management
• Equity and fixed-income investment fundamentals
• Introduction to alternative investments

Module 4: Quantitative Methods

• Key statistical concepts for finance
• Time value of money and discounting
• Regression and hypothesis testing

Module 5: Economic Principles for Investment

• Micro and macroeconomic frameworks
• Market structures and fiscal/monetary policy
• Global economic indicators and trends

Module 6: Financial Markets Overview

• Structure of financial markets
• Roles of financial intermediaries
• Market efficiency concepts

Module 7: Ethics and Professional Standards

• Importance of ethics in financial services
• Application of the CFA Code and Standards
• Case studies on ethical dilemmas

Module 8: Practice Problems and Mock Exams

• Sample CFA-style questions
• Real-time practice sessions
• Analysis of correct and incorrect responses

Module 9: Review of Key Concepts

• Consolidation of main course topics
• Peer-to-peer knowledge checks
• Review of common CFA challenges

Module 10: Exam Preparation and Strategies

• Time management techniques
• Test-taking tips and tools
• Q&A with CFA charterholders

The course combines various teaching methods, including instructor-led presentations, group discussions, case study analyses, and assessments through quizzes and a final exam to engage participants and ensure they understand and retain the material.