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- CFA® Certified Financial Analyst
Curriculum
- 3 Sections
- 9 Lessons
- 40 Hours
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- Level I3
- 1.1Investment Strategy and Decision Making: Integrate investment analysis and portfolio management for comprehensive strategies.
- 1.2Wealth Management Focus: Address the unique needs of high-net-worth clients.
- 1.3Ethical Considerations: Reinforce the importance of professional ethics in investment practice.
- Level II3
- 2.1Foundational Knowledge: Develop a strong base in quantitative analysis, economic theory, financial accounting, and ethics.
- 2.2Investment Instruments: Gain proficiency in equity, fixed income, and derivative securities.
- 2.3Portfolio Management Basics: Understand portfolio construction, risk management, and investment performance evaluation.
- Level III3
- 3.1Investment Application: Apply quantitative tools to analyze financial data and make informed investment decisions.
- 3.2Corporate Finance Focus: Deepen knowledge of corporate finance, equity valuation, and fixed income analysis.
- 3.3Portfolio Management Refinement: Advance portfolio management skills through asset allocation and risk management.