Management >> Costing Finance and Accounting

Chartered Financial Analyst (CFA)

MF138

Location

Duration

Date

Fee inclusive of VAT

Riyadh
5 Days
16-11-2025
17,250 (SAR)

Course Overview

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.

Course Objective

  • 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

Who Should Attend?

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

Course Outline

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

Training Methodology

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.

Terms & Conditions

ACTrain reserves the right to alter the Course Schedule without Prior Notification, Fees Quoted are Subject to Terms & Conditions Outlined in ACTrain's Registration Policy

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