CFA - Chartered Financial Analyst

CFA - Chartered Financial Analyst is a Post-Graduate professional Commerce program. The training focuses mainly on investment expertise. The Chartered Financial Analyst program covers concepts and skills that you will use throughout your career, bridging academic theory, current industry practice, and ethical and professional standards to provide a solid foundation of advanced investment analysis and real-world portfolio management skills. The Chartered Financial Analyst credential is considered the gold standard of the investment management field, and those who hold it are expected to have in-depth knowledge of the industry, with many going on to careers as portfolio managers or research analysts at hedge funds and private equity firms.

CFA - Chartered Financial Analyst Eligibility

• Aspiring students should have passed their Graduation degrees in any stream or equivalent qualification from a recognized Board.
• The aspiring candidates should have secured a minimum of 55% aggregate marks or equivalent in their Bachelor's.

CFA - Chartered Financial Analyst Syllabus

Syllabus of Chartered Financial Analyst Course as prescribed by various Universities and Colleges.

Ethical and Professional Standards: This topic focuses on ethics, associated ethical concerns, and the role ethics and professionalism play in the investing sector.

Quantitative Methods: We will look at quantitative ideas and techniques used in financial analysis and investment decision-making in this part. We give descriptive statistics for expressing crucial data qualities such as central tendency, location, and dispersion, as well as return distribution characteristics. The part also looks at probability theory and how it may be used to assess risk in financial decisions.

Economics: In this part, we will look at the fundamental ideas of supply and demand for individual customers and businesses. We also discuss the various market structures in which businesses function, as well as macroeconomic ideas and principles such as aggregate production and income measurement, aggregate demand and supply analysis, and economic growth factor analysis. The section continues by discussing the business cycle and its impact on economic activity.

Financial Statement Analysis: It gives a complete overview of financial reporting procedures and the rules that govern financial reporting disclosures, with an emphasis on fundamental financial statements and how alternative accounting techniques impact those statements and their interpretation. We look at key financial statements and offer a fundamental framework for financial statement analysis.

Corporate Issuers: It introduces corporate governance as well as investment and finance decisions. We provide a corporate governance overview as well as a methodology for understanding and assessing corporate governance and stakeholder management. We also stress the rising importance of environmental and social factors in investment. We discuss how businesses employ leverage and manage working cash to satisfy short-term operating demands.

Equity Investments: In this section, aspirants will learn about the features of equity investments, security markets, and indexes, as well as how to assess industries, firms, and equity securities and utilize fundamental equity valuation techniques. Global equities are critical for achieving long-term growth and diversification goals.

Fixed Income: In this topic, we cover fixed-income securities and markets, yield metrics, risk variables, and value measurements and drivers. We also go through how to calculate yields, the values of fixed-income instruments, asset securitization, the fundamentals of bond returns and hazards, and the basics of credit analysis.

Derivatives: In this part, we construct the conceptual foundation for comprehending fundamental derivatives and derivative markets. Then, for forward commitments like as forwards, futures, swaps, and contingent claims, we explain key characteristics and valuation principles. Finally, we analyze arbitrage, a fundamental concept that relates derivative pricing to the price of the underlying asset.

Alternative Investment: This topic delves into alternative investments such as hedge funds, private equity, real estate, commodities, and infrastructure. We discuss how to use alternative investments to diversify your portfolio and increase your profits. We describe alternative investments and the features they share in this program.

Portfolio Management and Wealth Planning: In this topic, we discuss the principles of portfolio and risk management, including return and risk measurement, portfolio planning and construction, and portfolio planning and construction. We investigate the demands of individual and institutional investors, as well as the available investment options. The capital asset pricing model is used in portfolios to determine optimal risk.

CFA - Chartered Financial Analyst Colleges

• Central India Institute of Management Studies - CIIMS Raipur, Raipur
• Indian Institute of Business Management and Studies - IIBMS, Mumbai
• FTMS Global Academy India Private Limited, Chennai

CFA - Chartered Financial Analyst Suitability

• The Chartered Financial Analyst program is designed to provide a new body of knowledge and skill-set to people seeking demanding employment in the current era of liberalization and globalization.
• It is appropriate for those who wish to learn about ideas in Corporate Finance, International Finance, Investment Management, and Financial Services.

How is the CFA - Chartered Financial Analyst Course Beneficial?

• The Chartered Financial Analyst training may help future finance professionals educate themselves with the most up-to-date IT technologies and procedures.
• The course is also beneficial for students seeking a long-term career as a finance professional in the industry (corporate/financial services/banking sectors) or establishing an independent practice/consulting practice.
• Earning the CFA charter validates the dedication to excellence expected of today's investment professionals, and the CFA program delivers the skills needed to thrive in an investment career.
• A certified financial analyst can use the Chartered Financial Analyst course to make judgments about companies, stocks, and sectors in order to create money for a firm or person.
• CFAs monitor stock performance and record it in a spreadsheet that may be understood by a stockbroker or client.
• CFAs also assist individuals in making appropriate financial selections for both short- and long-term objectives. Some CFAs work for financial institutions or insurance firms.

CFA - Chartered Financial Analyst Employment Areas

• Auditing Departments
• Banking Sector
• Company Auditing Departments
• Educational Institutes
• Excise & Taxation Departments

CFA - Chartered Financial Analyst Job Types

• Associate Analyst / Financial Analyst
• Finance Manager
• Financial Planning & Analysis Manager
• Supply Chain Analyst