Language: EN
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.