Course Information
COURSE NAME
CFA LEVEL 1 Exam Preparation
TOPIC
Accounting and Finance
COURSE DURATION
47 Sessions over 3.5 Months
TOTAL HOURS
164.5 hours
FORMAT
In person
START DATES
From 24 November
KNOW YOUR TRAINERS
Dr. Abdulrahman & Mr. Chafiq
TRAINING VENUE
GUST
Overview
TARGET AUDIENCE
The CFA Level 1 exam preparation program will provide the fundamentals of investment tools, valuing assets, portfolio management, and wealth planning. The CFA Level 1 exam preparation program is typically completed by those with background in finance, accounting, economics or business.
ADMISSION REQUIREMENTS
A bachelor's degree, be in the final year of your bachelor's degree, or have at least four years pf qualified, professional work experience.
PROGRAM CONTENT
Ethical and Professional Standards
The focus of this topic is ethics, related challenges to ethical behavior, and the role ethics and professionalism play in the investment industry.
Quantitative Methods
In this section, we explore quantitative concepts and techniques used in financial analysis and investment decision making. We present descriptive statistics for conveying important data attributes, such as central tendency, location, and dispersion, and introduce characteristics of return distributions. The section also considers probability theory and its application in quantifying risk for investment decision making.
Economics
In this section, we introduce analysis of fundamental concepts of supply and demand for individual consumers and firms. We also cover the various market structures that firms operate in as well as macroeconomic concepts and principles, including aggregate output and income measurement, aggregate demand and supply analysis, and analysis of economic growth factors. The section concludes with coverage of the business cycle and its effect on economic activity.
Financial Reporting and Analysis
Here we provide a thorough explanation of financial reporting procedures and the standards that govern financial reporting disclosures, with an emphasis on basic financial statements and how alternative accounting methods affect those statements and the analysis of them. We examine primary financial statements and provide a general framework for conducting financial statement analysis.
Alternative Investments
in this topic, we provide an introduction to corporate governance as well as investing and financing decisions. We present an overview of corporate governance along with a framework for understanding and analyzing corporate governance and stakeholder management. We also highlight the growing impact of environmental and social considerations in investing. We cover how companies make use of leverage and manage their working capital to meet short-term operational needs.
Corporate Finance
Here we explore the characteristics of equity investments, security markets, and indexes and explain how to analyze industries, companies, and equity securities as well as the use of basic equity valuation models. Global equities are important for meeting longer-term growth and diversification objectives.
Equity Investments
In this topic, we explain how to describe fixed income securities and their markets, yield measures, risk factors, and valuation measurements and drivers. We also cover calculating yields, values of fixed income securities, the securitization of assets, the fundamentals of bond returns and risks, and basic principles of credit analysis.
Fixed Income
In this section, we build the conceptual framework for understanding the basic derivatives and derivative markets. We then introduce essential features and valuation concepts for forward commitments such as forwards, futures, swaps, and contingent claims. Finally, we examine arbitrage, a critical concept that links derivative pricing to the price of the underlying asset.
Derivatives
This topic explores alternative investments, including hedge funds, private equity, real estate, commodities, and infrastructure. We cover the use of alternative investments for diversifications and higher returns. In this curriculum, we define alternative investments and the characteristics they have in common.
Portfolio Management and Wealth Planning
In this topic, we explain the fundamentals of portfolio and risk management, including return and risk measurement and portfolio planning and construction. We examine the needs of individual and institutional investors along with the range of available investment solutions. The capital asset pricing model is used to identify optimal risk in portfolios.
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