Course description
Welcome to the five-day intensive Chartered Financial Analyst (CFA) overview course. This comprehensive and fast-paced program is designed to provide candidates with a robust understanding of the key components of the CFA curriculum. The course covers a broad spectrum of topics, including ethical and professional standards, quantitative methods, financial reporting and analysis, equity and fixed income investments, and portfolio management. This rigorous course combines lectures, discussions, and mock exams to provide a condensed yet thorough review of the essential areas tested in the CFA exams.
Upcoming start dates
Upcoming start dates
Suitability - Who should attend?
This course is ideal for finance professionals, investment managers, financial analysts, and anyone who is preparing to sit for the CFA exam. It will also be beneficial for individuals interested in enhancing their financial knowledge or considering a career shift into finance or investment management.
Outcome / Qualification etc.
By the end this Chartered Financial Analyst you will be able to :
- Understand the CFA Program and Exam Structure: Get a comprehensive understanding of the structure of the CFA Program and the best strategies for tackling the exam.
- Grasp Core Financial Concepts: Enhance your understanding of fundamental financial concepts such as portfolio management, equity and fixed income investments, and financial reporting and analysis.
- Ethical and Professional Standards: Gain a firm grasp of the CFA Institute's ethical and professional standards, which are vital for success in the financial industry.
- Apply Quantitative Methods: Learn how to apply quantitative methods to real-world financial scenarios, an essential skill for any financial analyst.
- Test Your Knowledge: Through mock exams, test your understanding of the course material and get a feel for the actual CFA exam format and pressure.
Training Course Content
Day 1
Introduction and Ethical and Professional Standards
- Overview of the CFA Program and exam structure
- Test-taking strategies
- Introduction to Ethical and Professional Standards
- Deep dive into the CFA Institute Code of Ethics
- Understanding the Standards of Professional Conduct
Day 2
Quantitative Methods
- Introduction to Time Value of Money
- Understanding Probability in Finance
- Deep dive into Hypothesis Testing
- Introduction to Regression Analysis
- Analyzing common pitfalls and applications
Day 3
Financial Reporting and Analysis
- Understanding the Income Statement
- Deep dive into the Balance Sheet
- Introduction to the Cash Flow Statement
- Analysis of Financial Reporting Quality
- Detailed review of Inventories, Long-Lived Assets, Tax, and Leases
Day 4
Equity and Fixed Income Investments
- Introduction to Equity Valuation methods and models
- Overview of Equity Markets and Instruments
- Understanding Fixed Income Valuation
- Deep dive into Fixed Income Markets and Instruments
- Analysis of Yield Spreads and Credit Analysis
Day 5
Portfolio Management and Wrap Up
- Introduction to Modern Portfolio Theory
- Overview of Portfolio Planning
- Deep dive into Portfolio Construction
- Review of critical concepts from the week
- Mock exam, question and answer session
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London Premier Centre
London Premier Centre is a UK leading training provider based in London and specialises in international short courses. Our inspiring, comprehensive portfolio of more than 400 professional development courses and seminars covers a wide range of professions from Administration, Leadership,...