Chartered Financial Analyst

Accounting, Finance & BudgetingLive online

Course Info

Length5 days

TypeLive online

Available Date
2025-05-26Details
2025-06-30Details
2025-07-28Details
2025-08-25Details
2025-09-22Details
2025-10-27Details
2025-11-24Details
2025-12-22Details

Course Details

Becoming a Chartered Financial Analyst (CFA) isn’t just about passing an exam—it’s about mastering the gold standard in investment analysis and portfolio management. Whether you’re preparing for your CFA Level 1 or looking to strengthen your financial expertise, this course gives you the strategic knowledge and test-taking skills you need to succeed.

We break down complex financial concepts into practical, easy-to-apply insights so you can confidently tackle ethical dilemmas, financial reporting, portfolio management, and more. You’ll walk away with in-depth knowledge, real-world applications, and a clear path to CFA success.


You'll Learn How To:


  • Master Ethical and Professional Standards—a key component of CFA exams.
  • Apply quantitative methods to solve investment challenges.
  • Analyze financial statements with confidence.
  • Understand equity, fixed income, and valuation models in-depth.
  • Construct optimized investment portfolios using Modern Portfolio Theory.

Content Roadmap

Introduction and Ethical & Professional Standards


The CFA exam isn’t just about numbers—it’s about integrity and professionalism. Today, we start with the foundations of ethical decision-making in finance.


  • Overview of the CFA Program – Structure, requirements, and exam insights.
  • Test-taking strategies – How to manage time and maximize your score.
  • Introduction to Ethics in Finance – Why ethical standards matter.
  • CFA Institute Code of Ethics – Key principles and their real-world applications.
  • Standards of Professional Conduct – Understanding compliance and responsibilities

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