The Association for Investment Management and Research (AIMR) sponsors the CFA® program (Chartered Financial Analyst) which is a globally recognized standard for measuring the competence and integrity of financial analysts. Three levels of examination measure a candidate's ability to apply the fundamental knowledge of investment principles at a professional level.
The Level I curriculum and examination focus on the tools and concepts necessary for investment valuation, asset valuation and portfolio management. Specific topics covered in the exam are:
- Ethical and Professional Standards
- Quantitative methods of investment analysis and management
- Macro and micro economics
- Financial statement analysis
- Corporate finance
- Global Markets and Instruments
- Equity Investments
- Debt Investments
- Derivative Investments
- Alternate Investments
- Portfolio Management
Level II curriculum and examination focus on asset valuation. The tools and concepts covered in Level I are applied and used in asset valuation and portfolio management. The level II exam covers the analysis of specific equity and fixed income securities and other investments, estimating expected investment risk and return, and comparing alternative investments to make sound investment recommendation. Specific topics covered in the exam include:
- Ethical and Professional Standards
- Quantitative methods
- Economics
- Financial statement analysis
- Basic Valuation Concepts
- Equity Investments
- Debt Investments
- Derivative Investments
- Portfolio Management
GFMI has trained various clients specifically for the level I and level II CFA examinations. GFMI can offer tailored training on any topic covered in levels I and II.
Contact GFMI and one of our subject matter experts will work with you to customize your training.
