CFA

Overview

The organization offers the Chartered Financial Analyst (CFA) designation, the Certificate in Investment Performance Measurement (CIPM) designation, and the Investment Foundations Certificate. It provides continuing education conferences, seminars, webcasts, and publications to allow members and other participants to stay current on developments in the investment industry. CFA Institute also oversees the CFA Institute Research Challenge for university students and the Research Foundation of CFA Institute.
CFA Institute offices are located in New York City, London, Hong Kong, Mumbai, Beijing, Abu Dhabi, Shanghai, and Charlottesville, Virginia, USA.

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Outcome

Designed with your future in mind, the CFA Program provides a strong foundation in advanced investment analy

CFA holders occupy a range of investment decision-making roles, typically as a research analyst or portfolio

As a globally recognized credential in the investment management profession, earning the CFA demonstrates to

CFA Institute has a global network of over 135,000 investment professionals. The CFA charter is recognized b

A CFA charter is considered a niche in the larger business world compared to an MBA. Getting your CFA charte

Details

Developed by: CFA Institute
Standard Total Hours: 140 Hrs
Language: English - Bilingual "English & Arabic"
Modalities: 
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Outline

  • The focus of this topic is ethics, related challenges to ethical behavior, and the role ethics and professionalism play in the investment industry. We provide a framework to support ethical decision making and examine the CFA Institute Code of Ethics and Standards of Professional Conduct and Global Investment Performance Standards (GIPS®).
  • Weight Given Across Levels
  • Level I 15–20
  • Level II 10–15
  • Level III 10–15

  • 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.
  • Weight Given Across Levels
  • Level I 8–12
  • Level II 5–10
  • Level III 5–10

  • 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.
  • Weight Given Across Levels
  • Level I 8–12
  • Level II 5–10
  • Level III 0

  • 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.
  • Weight Given Across Levels
  • Level I 10–12
  • Level II 10–15
  • Level III 15–20

  • 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.
  • Weight Given Across Levels
  • Level I 5–8
  • Level II 5–10
  • Level III 5–10

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Who Should Attend

  • People working in BFSIPeople working for investment/securities research firmsFinancial AnalystAudit ManagerResearch AnalystRisk OfficerFinancial AdviserPrivate BankerPortfolio ManagerInvestment Banker

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