Chartered Financial Analyst (CFA) Study Guide
Introduction
The Chartered Financial Analyst (CFA) credential is one of the most
respected and recognized investment management designations in
the world. Earning the CFA charter demonstrates a strong
understanding of advanced investment analysis and real-world
portfolio management skills.
Exam Structure
The CFA Program consists of three levels:
1. Level I: Focuses on the basic knowledge of investment tools,
ethical and professional standards.
2. Level II: Emphasizes the application of investment tools and
concepts, focusing on the valuation of all types of assets.
3. Level III: Concentrates on portfolio management and wealth
planning, integrating all concepts and analytical methods.
Core Subjects Covered
● Ethical and Professional Standards
● Quantitative Methods
● Economics
● Financial Reporting and Analysis (FRA)
● Corporate Finance
● Equity Investments
● Fixed Income
● Derivatives
● Alternative Investments
Introduction
The Chartered Financial Analyst (CFA) credential is one of the most
respected and recognized investment management designations in
the world. Earning the CFA charter demonstrates a strong
understanding of advanced investment analysis and real-world
portfolio management skills.
Exam Structure
The CFA Program consists of three levels:
1. Level I: Focuses on the basic knowledge of investment tools,
ethical and professional standards.
2. Level II: Emphasizes the application of investment tools and
concepts, focusing on the valuation of all types of assets.
3. Level III: Concentrates on portfolio management and wealth
planning, integrating all concepts and analytical methods.
Core Subjects Covered
● Ethical and Professional Standards
● Quantitative Methods
● Economics
● Financial Reporting and Analysis (FRA)
● Corporate Finance
● Equity Investments
● Fixed Income
● Derivatives
● Alternative Investments
