Introduction to Chartered Financial Analysis

Details

This course provides a concise overview of the essential elements of financial analysis, including ethics, quantitative methods, economics, and more.

Target Group

Target Group :

• Individuals exploring a career in finance
• Finance students seeking a brief introduction to the CFA curriculum
• Professionals interested in investment concepts

Goals

• Grasp the foundational ethical principles in finance.
• Understand basic quantitative methods in investment analysis.
• Recognize key economic factors affecting financial markets.
• Overview financial reporting concepts.
• Introduce portfolio management principles.

Target Competencies

• Ethical awareness
• Basic quantitative analysis
• Introductory economic understanding
• Fundamentals of financial reporting
• Investment awareness

Outlines

Ethical and Professional Standards

• Introduction to CFA Institute Code of Ethics
• Overview of Standards of Professional Conduct
• Importance of Ethical Practices in Finance
• Case Studies on Ethical Dilemmas
• Ethical Guidelines for Investment Professionals

Quantitative Methods

• Time Value of Money Concepts
• Introduction to Probability and Statistics in Finance
• Basic Techniques for Data Analysis
• Regression Analysis and Hypothesis Testing
• Overview of Common Quantitative Models