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CFA Level 1

By Ameet Daulat
CFA LEVEL 1 is the first step towards mastering the CFA profession. Level 1 covers a total of ten topics including Financial Reporting and Analysis, Portfolio Management, Corporate Finance, Ethics and Professional Standards etc. distributed over a total of Fifty-seven readings and nineteen study sessions.

  • Complete Comprehensive Course Coverage as guided by CFA Institute.
  • Detailed week wise study plans along with clear Study Roadmap.
  • LOS focused video lectures making it easier for practice and exam revision
  • Focus on HOW to attempt and clear the examination
  • Full-length practice examinations conducted along with detailed assessments
  • Topical assessments to help you overcome your weaknesses
  • Engaging lectures recorded and updated on Learning Glass technology
  • 6 Mock Exams are conducted and assessed
  • Live Webinars to discuss mock exams
  • Detailed revision sheet for quick revision
  • Active WhatsApp Group for queries/ support. Committed cohort of learners
  • Access Anywhere, Anytime with best preparation strategy, content & support!

DURATION:

  • 100 Hours i.e. Recorded (65 hours) + Live (35 hours)
Ameet Daulat

Ameet Doulat

Ameet Doulat is a qualified Chartered Financial Analyst (CFA) charterholder with a cumulative 7+ years of experience in the investment industry. Ameet has worked at both Sell-side and Buy-side firms in the investment profession and has lived the life of an Equity Research Analyst and a Portfolio Manager. His hardcore professional experience coupled with his passion for teaching makes his classroom an engaging and worthwhile experience.

Ameet believes in practical-based teaching focusing solely on real-life examples from the practical world of investment management, Portfolio analysis and Wealth Planning. He has a passion for teaching and has taught CFA and other courses of Finance at prestigious institutions like SZABIST. Ameet strongly believes that in order to succeed in the Finance profession, critical thinking and analysis is key and this is the attribute he aims to instill in his students.

COURSE CURRICULUM:

Financial Reporting and Analysis

  • Introduction to Financial Statement Analysis
  • Financial Reporting Standards
  • Understanding Income Statements
  • Understanding Balance Sheets
  • Understanding Cash Flow Statements
  • Financial Analysis Techniques
  • Inventories
  • Long-Lived Assets
  • Income Taxes
  • Non-current (Long-Term) Liabilities
  • Financial Reporting Quality
  • Applications of Financial Statement Analysis

Equity

  • Market Organization and Structure
  • Security Market Indices
  • Market Efficiency
  • Overview of Equity Securities
  • Introduction to Industry and Company Analysis
  • Equity Valuation: Concepts and Basic Tools

Corporate Finance

  • Introduction to Corporate Governance and Other ESG Considerations
  • Capital Budgeting
  • Cost of Capital
  • Measures of Leverage
  • Working Capital Management

Portfolio Management

  • Portfolio Management: An Overview
  • Portfolio Risk and Return: Part I
  • Portfolio Risk and Return: Part II
  • Basics of Portfolio Planning and Construction
  • Introduction to Risk Management
  • Technical Analysis
  • Fintech in Investment Management

Fixed Income

  • Fixed-Income Securities: Defining Elements
  • Fixed-Income Markets: Issuance, Trading, and Funding
  • Introduction to Fixed-Income Valuation
  • An Introduction to Asset-Backed Securities
  • Understanding Fixed-Income Risk and Return
  • Fundamentals of Credit Analysis

Economics

  • Topics in Demand and Supply Analysis
  • The Firm and Market Structures
  • Aggregate Output, Prices, and Economic Growth
  • Understanding Business Cycles
  • Monetary and Fiscal Policy
  • International Trade and Capital Flows
  • Currency Exchange Rates

Quantitative Methods

  • The Time Value of Money
  • Statistical Concepts and Market Returns
  • Probability Concepts
  • Common Probability Distributions
  • Sampling and Estimation
  • Hypothesis Testing

Derivatives

  • Derivative Markets and Instruments
  • Basics of Derivative Pricing and Valuation

Alternative Investments

  • Introduction to Alternative Investments

Ethics

  • Ethics and Trust in the Investment Profession
  • Code of Ethics and Standards of Professional Conduct
  • Guidance for Standards I–VII
  • Introduction to the Global Investment Performance Standards (GIPS)
  • Global Investment Performance Standards (GIPS)

STUDENTS’ TESTIMONIALS