Describe the financial services industry;. • Identify types of financial institutions, including banks and insurance companies;. • Define the investment industry;. Informed by dynamic practice analysis, our rigorous curriculum prepares you to be an effective and ethical investment management professional in the industry. All files below are in PDF format. December errata for Level I. The curriculum for each of the three levels is organized into 18 study sessions. Each study.
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Save Settings. The CFA Program curriculum eBook is included in your registration fee. eBook app. Get the VitalSource Bookshelf Quickstart Guide ( PDF). the most up-to-date knowledge and skills required to be successful as an investment professional. See updates to the Level I CFA program curriculum. Download CFA Level 1 Books, Study Material & Notes in PDF format for free. CFA Level 1 Book; Scheweser Kaplan – CFA Level 1 Books; CFA curriculum.
If you're one of them, you have reason to feel stressed. So what can you do to improve your chances? This is what they suggest. Now is therefore not the time to be cramming for the June exam. If you start now, you can get ahead before things heat up after the summer.
Plan carefully Six months is a long time. If things get in the way, make sure you transpose those blocked out hours to other times. That way, you can absorb any professional or personal issues which might come up.
If nothing comes up, you can simply have a break. Or you can use that extra time to go back over the most difficult parts of the syllabus. A common mistake is "not building 'life' into their study calendar, and running out of time," Ziegler says. For some extra motivation along the way, have a look at where a CFA charter can take your career.
Some like to go to the library, others will work in their office or at home — each to their own! Talking to those people with successful careers helped remind him why he decided to take the exams in the first place. Pooling of Interests and download Methods 6.
Acquisition Method 6. The Consolidation Process 6. Variable Interest and Special Purpose Entities 6. Pensions and Other Post-Employment Benefits 2. Types of Post-Employment Benefit Plans 2. Share-Based Compensation 3.
Stock Grants 3. Stock Options 3. Multinational Operations Learning Outcomes 1. Foreign Currency Transactions 2. Analytical Issues 2. Translation of Foreign Currency Financial Statements 3. Translation Conceptual Issues 3. Translation Methods 3.
Translation Analytical Issues 3. Disclosures Related to Translation Methods 4.
Additional Disclosures on the Effects of Foreign Currency 5. Analysis of Financial Institutions Learning Outcomes 1.
What Makes Financial Institutions Different? Global Organizations 2. Analyzing a Bank 3. Other Factors Relevant to Analysis of a Bank 3. Analyzing an Insurance Company 4.
Property and Casualty Insurance Companies 4. Quality of Financial Reports 2. Evaluating the Quality of Financial Reports 3. Quantitative Tools to Assess the Likelihood of Misreporting 4.
Earnings Quality 4. Indicators of Earnings Quality 4.
Evaluating the Earnings Quality of a Company Cases 4. Bankruptcy Prediction Models 5. Cash Flow Quality 5. Indicators of Cash Flow Quality 5. Evaluating Cash Flow Quality 6. Balance Sheet Quality 7.
Sources of Information about Risk 7. Risk-Related Disclosures in the Notes 7. Other Required Disclosures 7.
Financial Press as a Source of Information about Risk 8. This exciting and rewarding program of study reflects your desire to become a serious investment professional. You are embarking on a program noted for its high ethical standards and the breadth of knowledge, skills, and abilities competencies it develops.
Your commitment to the CFA Program should be educationally and professionally rewarding. The credential you seek is respected around the world as a mark of accomplishment and dedication. Each level of the program represents a distinct achievement in professional development. Successful completion of the program is rewarded with membership in a prestigious global community of investment professionals. CFA charterholders are dedicated to life-long learning and maintaining currency with the ever-changing dynamics of a challenging profession.
The CFA Program represents the first step toward a career-long commitment to professional education. The CFA examination measures your mastery of the core knowledge and skills required to succeed as an investment professional. The following sections provide background on the CBOK, the organization of the curriculum, and tips for developing an effective study program. Beginning with the Global Body of Investment Knowledge GBIK , CFA Institute performs a continuous practice analysis with investment professionals around the world to determine the competencies that are relevant to the profession.
Regional expert panels and targeted surveys are conducted annually to verify and reinforce the continuous feedback from the GBIK collaborative website.
The practice analysis process ultimately defines the CBOK. The CBOK reflects the competencies that are generally accepted and applied by investment professionals. These competencies are used in practice in a generalist context and are expected to be demonstrated by a recently qualified CFA charterholder. The examinations, also written by charterholders, are designed to allow you to demonstrate your mastery of the CBOK as set forth in the CFA Program curriculum. As you structure your personal study program, you should emphasize mastery of the CBOK and the practical application of that knowledge.
Each topic area begins with a brief statement of the material and the depth of knowledge expected. Each topic area is then divided into one or more study sessions. These study sessions—17 sessions in the Level II curriculum—should form the basic structure of your reading and preparation.
Each study session includes a statement of its structure and objective and is further divided into specific reading assignments. An outline illustrating the organization of these 17 study sessions can be found at the front of each volume of the curriculum. These readings are drawn from content commissioned by CFA Institute, textbook chapters, professional journal articles, research analyst reports, and cases.
Each reading includes LOS and the core material to be studied, often a combination of text, exhibits, and in-text examples and questions.