CFA Courses

This section is an overview of alternative investments for institutional asset allocators and other overseers of portfolios containing both traditional and alternative assets. It is designed for those with substantial experience regarding traditional investments in stocks and bonds but limited familiarity regarding alternative assets, alternative strategies, and alternative portfolio management.

CFA LEVEL 1 - CHOICE OF BASIC, ENHANCED OR MOCK EXAM

An area of finance that deals with sources of funding, the capital structure of corporations, the actions that managers take to increase the value of the firm to the shareholders, and the tools and analysis used to allocate financial resources.

This section will focus on futures, forwards, options, swaps, and risk management applications of these derivative products.

In Economics section you will cover microeconomics, macroeconomics and economics in the global context.

This section provides a structural overview of financial markets and their operating characteristics. Overview markets include equities, fixed income, derivatives, and alternative investments.

This section is a set of principles and moral rules agreed on and accepted by investment professionals.

This large topic area covers all manners of financial reporting techniques, conventions and policies, with an emphasis on comparability between companies.

This section provides authoritative and up-to-date coverage of how investment professionals analyze and manage fixed income portfolios.

This section is about creating a diversified approach to meet one’s investment goals. Diversification involves avoiding too much exposure to a single asset or asset type. Diversifying the risks of a portfolio help reduce downside risk without necessarily decreasing the expected rate of return. Portfolio risk is measured by the standard deviation of returns and the correlations between different assets can lead to decreased overall risk when combined.