Chartered Financial Analyst (CFA®) Level I Certificate ProgramSchedule & Registration

Register Now

August 10 to November 16, 2022
Wednesdays, 6:00 p.m. to 9:00 p.m. (unless otherwise indicated)

Program Fee

Standard program fee is $1,595

Program fee includes:

  • Florida International University Digital Certificate of Completion
  • Educational materials including:

SchweserNotes™ Volumes 1-5

The 5-volume SchweserNotes™ is the key component as you  prepare for the CFA ® exam. They provide clear, concise study notes and examples that cover every learning outcome statement.

Measure your progress with practice questions and realistic self-tests at the end of each topic.

Schweser's QuickSheet

Prepare for the CFA exam on the go. This compact study tool summarizes key formulas, definitions, and concepts.

The QuickSheet is a 6-page, 8.5 x 11", laminated trifold study guide

Practice Exams, Volumes 1 and 2 (Six Full Exams)

Once you know the concepts, apply the material with six full-length practice exams. Identify your problem areas, master the material, and gain the confidence you need to  perform your best on the actual CFA exam. Each volume of practice exams includes three full exams, as well as the Online Performance Tracker, which allows you to compare your scores to other candidates.

Study Calendar

This innovative tool takes the guesswork out of creating a prep plan.  Prepare with a detailed study plan that shows you how to use your study materials in the most effective way possible.

Instructor-Led Office Hours

Connect with a CFA expert during designated office hours to get your exam- and content-related questions answered.

SchweserPro™ QBank

After reading the SchweserNotes™,  practice what you've learned with the SchweserPro™ QBank.

Focus your attention where you need it the most and review critical concepts. The QBank allows you to:

  • Quiz yourself with thousands of multiple-choice questions
  • Build custom exams using the topics and the number of questions you select
  • View answer explanations and LOS summaries
  • Access your QBank online, with available offline access

101 Must Knows

This online study tool will give you practice answering exam-like questions based on the core concepts of the CFA curriculum. These quizzes, and included tutorials, are an ideal way to ensure you grasp each topic area before you move on to the next topic.

Weekly Class Workbooks

This two-volume set of workbooks, included with our CFA Weekly Classes, contains material, examples, and questions to support your live instruction.

Schedule

Session Topic Description and Assignment(s)

1

CFA Level I Candidate Orientation

Introduction to the program, faculty and Level I candidates. Goals expectations, Kaplan CFA Level 1 platform demo, using and measuring success. One hour session.

Complete Participant Profile Sheet Take Kaplan diagnostic exam

2

Financial Statement Analysis I

Analysis of Financial Statements, Financial Reporting Quality, Analysis of Off-Balance-Sheet Assets and Liabilities.

3

Financial Statement Analysis II

Analysis of Pensions, Stock Compensation, and Other Employee Benefits, Analysis of Inter-Corporate Investments and Analysis of Business Combinations.

4

Financial Statement Analysis III

Analysis of Global Operations, Building a Company Financial Model, Ratio and Financial Analysis, Financial Analysis of Banks and Insurance Companies.

5

Economics

Market Forces of Supply and Demand, The Firm and Industry Organization, Business Cycles, Inflation and Deflation, International Trade and Capital Flows, Currency Exchange Rates, Monetary System, Monetary and Fiscal Policy, Economic Growth and Development, Effects of Regulations, Economic Analysis and Setting Capital Market Expectations, Effects of Geopolitics on Economies and Investment Markets, Applications of Economic Indicators in the Investment Process.

6

Corporate Issuers

Corporate Structures and Strategies, Corporate Ownership and Governance, Risk Factors (including environmental and social), Corporate Financing Decisions Corporate Actions, Combinations, and Restructuring.

7

Equity Investments

Types of Equity Securities and Markets, Fundamental Equity Analysis, Valuation of Individual Equity Securities, Equity Market Valuation, Equity Portfolio Management.

8

Quantitative Methods I

Time Value of Money, Data Visualization and Descriptive Statistics, Probability Distributions and Concepts, Sampling and Estimation

9

Quantitative Methods II

Regression Analysis, Artificial Intelligence/Machine Learning and Big Data Analysis and Applications, Time-Series Analysis and Simulation Analysis

10

Fixed Income

Types of Fixed-Income Securities and Markets, Fundamental Fixed Income Analysis, Term Structure Determination and Yield Spreads, Valuation of Individual Fixed Income Securities Analysis of Interest Rate Risk, Analysis of Credit Risk, Valuing Bonds with Embedded Options, Structured Products, Fixed-Income Portfolio Management.

11

Derivatives

Types of Derivative Instruments and Markets, Valuation of Forwards and Futures Contracts, Valuation of Option Contracts, Valuation of Swap Contracts, Uses of Derivatives in Portfolio Management.

12

Alternative Investments

Types of Alternative Investments, Real Estate, Real Assets (including Infrastructure, Timber and Farm Land), Private Capital (including Private Equity, Private Credit and Venture Capital), Hedge Funds, Commodities, Alternative Investments Portfolio Management.

13

Portfolio Management & Wealth Planning I

The Investment Policy Statement, Modern Portfolio Management Concepts, Investment Vehicles (including ETFs and Mutual Funds), Market Efficiency and Passive Investing, Market Indexes, Behavioral Finance, Technical Analysis, Environmental, Social, and Governance (ESG) Investing, Management of Individual/Family Investor Portfolios, Tax Impact of Investment Decisions.

14

Portfolio Management & Wealth Planning II

Management of Institutional Investor Portfolios, Investment Manager Selection, Asset Allocation, Portfolio Construction and Revision, Currency Management, Liability – Driven Investments (including Asset Liability, Management and Goal-Based Investing), Risk Management (including environmental risk), Execution of Portfolio Decisions (including Trading and Market Microstructure), Performance Attribution and Appraisal.

15

Ethical & Professional Standards

Professional Standards of Practice, Ethical Practices, Asset Manager Code of Professional Conduct and Presentation of Performance Results (GIPS).

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