This course reviews the material participants need to know for the CFA Level1 exam at a high level. The course is NOT intended as a comprehensive primer. In-person CFA prep courses often extend from 40-200 hours. This course covers everything a CFA participant should be familiar with in a shorter time frame separated into digestible chunks focused on 1 section of the CFA at a time. The course is ideal for anyone looking to enter the financial industry, especially in the investments world. The CFA exam is a huge industry exam taken by over 500K people annually. Test pass rates are low and this course is designed to help participants improve their chances of passing the exam.
Dr. Michael McDonald is a professor of finance and a frequent corporate consultant on that topic. His work focuses on using investments and corporate finance with particular emphasis on training for groups like the US Securities and Exchange Commission (SEC). Mike has a background on Wall Street and in the hedge fund industry.
Overview of Learning Objectives:
1.) Ethical and Professional Standards
Learn about putting investors first in critical and everyday practice.
2.) Quantitative Methods
From time value of money analysis to correlation analysis and regression, learn robust quantitative methods.
Delve into supply and demand, the monetary system, inflation, effects of government regulation, and much more.
4.) Financial Reporting and Analysis
Learn the details of the financial reporting system (emphasis on international standards, IFRS) and analysis of taxes, debt, global operations, and more.
5.) Corporate Finance
From corporate governance to capital structure decisions, we cover complex issues in corporate finance.
6.) Equity Investments
Study the types of equity securities, equity portfolio measurements, and much more.
7.) Fixed Income
Study fixed income security types, portfolio benchmarks, and other complex topics.
Learn about forward markets, future markets, option markets, and more.
9.) Alternative Investments
Examine real estate, private equity, commodities, and more.
10.) Portfolio Management and Wealth Planning
Examine the essentials of managing different types of portfolios successfully.