CFA® Level I


Aligned to curriculum for Chartered Financial Analyst (CFA) Level 1 Certification Course.
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The CFA credential has become the most respected and recognized investment designation in the world. The CFA Program curriculum covers concepts and skills you will use at all stages of your financial career be it in Corporate Banking, Investment Banks, Credit Rating Agencies or any other Financial Institution.
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FinStudyClub
FinStudyClub
A specialist training institute for CFA and FRM more>>
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294 Lecture Topics
85+ Hours of Video Lectures
Interactive Discussion Forum
WhatsApp group for Brainstorming
Question Bank
Mock Exams
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Course Overview

Aligned to CFA Institute logo curriculum for Chartered Financial Analyst (CFA) Level 1 Certification Course.


This Online Training Course on Chartered Financial Analyst® or CFA® Certification covers the syllabus prescribed by The CFA Institute and is delivered by FinStudyClub, a specialist training institute for CFA and FRM, founded by CFA charterholders and alumni from IITs/IIMs.

The CFA credential has become the most respected and recognized investment designation in the world. Enrolling in the CFA Program is the first step toward earning this qualification. The CFA Program curriculum covers concepts and skills you will use at all stages of your financial career be it in Corporate Banking, Investment Banks, Credit Rating Agencies or any other Financial Institution.

Course participants will also receive an activation key to access Wiley's CFA level 1 learning resources that include 4000+ practise questions with answers and explanations, 2 full length mock exams, performance metrics and quiz planner to create customized topic wise exams.
Course Curriculum
--- 1. Study Session 1: Ethical and Professional Standards (Readings 1-4)
1 Introduction to Ethics Preview 11:56
2 Six Codes of Ethics 23:34
3 Standard 1 - Professionalism 28:20
4 Standard 2 - Capital markets Preview 10:16
5 Standard 3 - Duties to clients 25:31
6 Standard 4 - Duties to Employers 22:43
7 Standard 5 - Investment Action 23:11
8 Standard 6 - Conflict of interest 14:31
9 Standard 7 - CFA Conduct in Programme and Exam 13:17
10 GIPS Introduction 16:09
11 Different Aspects of GIPS in Detail 26:50
12 9 sections of GIPS & GIPS Verification 12:14
--- 2. Study Session 2: Quantitative Methods - Basics Concepts (Readings 5-8)
13 Interest Rate, Future Value, Present Value Part 1 34:43
14 Interest Rate, Future Value, Present Value Part 2 Preview 23:12
15 Stated Annual Interest Rates Part Part 1 31:09
16 Stated Annual Interest Rates Part Part 2 22:07
17 NPV and IRR 38:12
18 Portfolio return Measurements Preview 18:57
19 Money Market Yields 30:31
20 Fundamental Concepts, Frequency Distribution , Graphical Representation of Data 18:54
21 Central Tendency, Location Measures, Dispersion Part 1 44:44
22 Central Tendency, Location Measures, Dispersion Part 2 29:06
23 Symmetry, Skewness & Kurtosis, AM Vs GM 18:14
24 Probability, Expected Value and Variance Part 1 27:26
25 Probability, Expected Value and Variance Part 2 22:52
26 Probability, Expected Value and Variance Part 3 21:32
27 Probability, Expected Value and Variance Part 4 21:36
28 Probability, Expected Value and Variance Part 5 12:15
29 Bayes' Formula and Counting Rules 22:04
30 Covariance, Correlation, Calculation Portfolio return and Variance 12:13
--- 3. Study Session 3: Quantitative Methods - Application (Readings 9-12)
31 Common Probability Distributions - Part 1 23:07
32 Common Probability Distributions - Part 2 23:01
33 Common Probability Distributions - Part 3 18:55
34 Common Probability Distributions - Part 4 05:24
35 Sampling and Estimation - Part 1 22:24
36 Sampling and Estimation - Part 2 24:30
37 Introduction to Hypothesis Testing 37:26
38 Hypothesis Test - Concerning the Mean 32:21
39 Hypothesis Test - Concerning the Variance and Non parametric Inference 17:00
--- 4. Study Session 4: Economics - Microeconomic Analysis (Readings 13-16)
40 Demand and Supply Analysis 15:11
41 Market Equilibrium 15:19
42 Consumer surplus and producer surplus - introduction & application 15:26
43 Demand Elasticities 15:32
44 Indifference Curves and the Opportunity set 13:49
45 Consumer Equilibrium 13:54
46 Income and Substitution Effects 14:00
47 Types of Profits Measures 14:04
48 Analysis of Revenue and costs 14:13
49 Maximizing Profits and optimizing productivity 14:18
50 Market structure - perfect competition 11:50
51 Market structure - monopoly 14:02
--- 5. Study Session 5: Economics - Macroeconomic Analysis (Readings 17-19)
52 Monetary Policy - Part 1 13:57
53 Monetary Policy - Part 2 14:04
54 Fiscal Policy 16:04
--- 6. Study Session 6: Economics - Economics in a Global Context (Readings 20-21)
55 Absolute and Comparative Advantage 14:08
56 Trade and Capital flows - Restrictions and Agreements 14:13
57 The Balance of Payments and Trade Organization 14:17
58 The foreign exchange market 14:24
59 Currency exchange rate calculations - Part 1 14:28
60 Currency exchange rate calculations - Part 2 14:32
61 Exchange rate regimes and the impact of exchange rates on trade and capital flows 14:37
--- 7. Study Session 7: Financial Reporting and Analysis - An Introduction (Readings 22-24)
62 Basics on FRA - Part 1 14:59
63 Basics on FRA - Part 2 14:46
64 Basics on FRA - Part 3 07:31
65 Basics on FRA - Part 4 14:50
66 Audit and Audit Report 10:33
67 Structure of Financial Analysis 05:00
--- 8. Study Session 8: Financial Reporting and Analysis - IS, BS & CF Statements (Readings 25-28)
68 Basics on Income Statement 12:02
69 Revenue Recongision Rules 08:32
70 Expense Measurement Rules 09:32
71 Accrual and Cash Mismatch: 4 new terms 06:04
72 Gross and Net Reporting of Revenue 07:12
73 Long Term Contracts - Revenue Recognition - Part 1 06:24
74 Long Term Contracts - Revenue Recognition - Part 2 05:06
75 Long Term Contracts - Revenue Recognition - Part 3 01:08
76 Long Term Contracts - Revenue Recognition - Part 4 05:36
77 Installment Sales - Revenue Recognition 10:30
78 Barter Transactions 06:45
79 Other Comprehensive Income (OCI) 11:15
80 Non Sustainable Items in Income Statements 14:21
81 Changes in Principles and Estimates 06:08
82 Basic EPS & its calculation - Part 1 11:14
83 Basic EPS & its calculation - Part 2 09:31
84 Diluted EPS & its calculation - Part 1 12:31
85 Diluted EPS & its calculation - Part 2 03:18
86 Diluted EPS & its calculation - Part 3 06:25
87 Treatment of Options under Diluted EPS 16:21
88 Basics of Balance Sheet 15:00
89 Operating Cycle 19:31
90 Different Assets and Liabilities 08:18
91 Statement of Equity 07:18
92 Treasury Stock 10:58
93 Valuation Bases 10:14
94 Diluted EPS Options 16:20
95 Overview of Passive Investments 08:42
96 Fair Value Model: Passive Investments 13:48
97 HTM, AFS and Trading Securities 15:20
98 More examples on Passive Investments 16:15
99 Direct Method of CFO -Basics and Example 11:57
100 Indirect Method of CFO -Basics and Example 23:50
101 Indirect to Direct Method conversion: Part 1 26:00
102 Indirect to Direct Method conversion: Part 2 21:45
103 Indirect to Direct Method conversion: Part 3 12:00
104 Indirect to Direct Method conversion: Part 4 21:50
105 Basics on Ratios 09:07
106 Activity Ratios 06:42
107 Liquidity Ratios 10:05
108 Solvency Ratios 10:00
109 Profitability Ratios 04:41
110 Du-Pont Analysis 06:33
111 Valuation Ratios and Business Risk 09:11
112 Limitations of Financial Ratios 10:27
113 Common Sizing of Financial Statements 05:13
--- 9. Study Session 9: Financial Reporting and Analysis - Inventories, Long-lived Assets, Income Taxes, and Non-current Liabilities (Readings 29-32)
114 Basics on Inventories and Valuation methods 22:53
115 LiFO Liquidation 16:32
116 Change of method from LIFO to FIFO 14:51
117 Write up and Write Down 14:20
118 Issues for the analyst 04:59
119 What is Impairment? 16:55
120 Analysis of Impairment of Assets 13:36
121 Examples of Impairment of Assets 11:17
122 Investment Property (Fair Value Model) 14:17
123 Revaluation Model 11:51
124 Revaluation vs Fair Value Model 08:09
125 Main Calculation of DT 21:11
126 Overview of Income Tax 11:06
127 Practice Session of DT 10:41
128 Reversal of DT 08:23
129 Tax and CFS relation 09:57
130 Tax Base 08:19
131 Valuation of DT 10:20
132 Basics on Lease and Different Types 18:17
133 How to differentiate Operating Lease from Financial Lease 10:37
134 Accounting for Lessee 22:14
135 Accounting for Lessor 12:19
136 Sales type lease 06:38
137 Other Misc points 05:14
138 Basics on Bonds / Financial Liabilities 09:47
139 Acocunting for Financial Bonds 28:05
--- 10. Study Session 10: Financial Reporting and Analysis - Financial Reporting Quality and Financial Statement Analysis
140 Earning and Reporting Quality 06:23
141 Aggressive and Conservative Accounting 08:23
142 Manipulation Sign and Motives 16:17
143 Forecasting of Income Statement & CFS 11:00
144 Credit Appraisal using FRA 06:19
145 Equity Investments using FRA 04:59
146 Analysts Adjustments 11:43
--- 11. Study Session 11: Corporate Finance (Readings 35-40)
147 Overview and Different Types of Projects 24:49
148 Principles of Capital Budgeting 20:54
149 Accounting Average rate of Return and Pay Back Period 23:48
150 Net Present Value, Internal Rate of Return and Profitability Index 34:35
151 NPV Profile Preview 16:06
152 NPV vs IRR: Which is Better 21:26
153 Other Concepts in Capital Budgeting 14:57
154 Basics and Overview of Cost of Capital 16:24
155 Cost of Debt 45:21
156 Cost of Preference Share 08:14
157 Cost of Equity by CAPM 14:54
158 Cost of Equity by Dividend Discount Model 13:33
159 Cost of Equity by Bond Yield Premium 09:47
160 Weighted Average Cost of Capital 11:57
161 Marginal Cost of Capital and Investment Opportunity Schedule 11:35
162 Break Points 17:12
163 Country Risk Premium & Floatation Cost 21:59
164 Pure Play Method of Finding Beta (Equity) 21:16
165 Basic on Leverages 15:51
166 Leverage - A Double Edged Sword 10:40
167 Different Types of Leverages (DOL, DFL, DTL) 21:30
168 Break Even Points Total and Operational 14:56
169 Overview on Dividends 23:46
170 Important dates in Dividends 13:43
171 Share Repurchase Basics Methods and Analysis 40:26
172 Impact on Investors Wealth and Company Fundamentals 14:32
173 Introduction to Working Capital Management 10:11
174 Liquidity Meaning & its Different Types 11:13
175 Working Capital Ratios 17:57
176 Operating Cycle 12:04
177 Trade off between two extremes 10:52
178 Cash Management 13:24
179 Account Receivable Management 16:48
180 Inventory Management 17:28
181 Accounts Payable Management 12:53
182 Short Term Borrowings 21:10
183 Meaning of Corporate Governance 08:50
184 Board of Directors,Independence and Other aspects 17:14
185 Committees of the Board 08:38
186 Code of Ethics for the Board 05:00
--- 12. Study Session 12: Portfolio Management (Readings 41-45)
187 Portfolio Management- An Overview Part 1 29:14
188 Portfolio Management- An Overview Part 2 31:07
189 Risk Managemnt Process and Governance 25:47
190 Identification of Risks Part 1 28:07
191 Identification of Risks Part 2 07:53
192 Identification of Risks Part 3 20:54
193 Investment Characteristics of Asset Part 1 37:17
194 Investment Characteristics of Asset Part 2 20:58
195 Risk Aversion, Portfolio Selection and Portfolio Risk Part 1 08:59
196 Risk Aversion, Portfolio Selection and Portfolio Risk Part 2 15:36
197 Risk Aversion, Portfolio Selection and Portfolio Risk Part 3 14:32
198 Risk Aversion, Portfolio Selection and Portfolio Risk Part 4 26:28
199 Efficient Frontier and Investors Optimal Portfolio Part 1 21:15
200 Efficient Frontier and Investors Optimal Portfolio Part 2 08:39
201 Capital Market Theory 28:30
202 Pricing of Risk and Computation of Expected Return 20:44
203 The Capital Asset Pricing Model - Part 1 18:04
204 The Capital Asset Pricing Model - Part 2 37:57
205 Portfolio Planning 32:45
206 Portfolio Construction 23:19
--- 13. Study Session 13: Equity - Market Organization, Market Indices, and Market Efficiency (Readings 46-48)
207 Basics and Overview 05:35
208 Different Asset Categories 06:40
209 Different types of Markets- Primary and Secondary 21:08
210 Different Types of Markets- Price, Order, Brokered 09:41
211 Different Financial Intermediaries 23:53
212 Different positions 03:04
213 Concept of Short Selling 09:50
214 Concept of Margin Trading 25:20
215 Margin Call Price 08:37
216 Different validity of the order 13:55
217 Basics on Market Indices 08:09
218 Different types of Return 14:00
219 Issues in Index creation 02:35
220 Types of Weights 26:51
221 Rebalancing and Reconstitution 05:35
222 Indices other than Equity 07:35
223 Basics on Market Efficiency 09:30
224 Factors affecting Market Efficiency 08:21
225 Different Levels of Efficiency 12:34
226 Market Anomaly 14:09
227 Behavioral Finance 12:13
--- 14. Study Session 14: Equity Analysis and Valuation (Readings 49-51)
228 Basics on Equity Securities 20:47
229 Private Equity 10:35
230 International Equity 15:46
231 Different Return Terminology used in Equity 10:41
232 Basics and 3 Types of Company Categorisation 20:51
233 Constituents of an Industry Analysis 04:01
234 5 types of External Influence 08:18
235 Industry Life cycle 15:37
236 Porters 5 Forces 08:03
237 Impact on Pricing Power 11:17
238 Peer Group and Company Analysis 06:41
239 Basics on Equity valuations 09:32
240 Dividend Discount Model 24:56
241 Corollary to DDM 10:30
242 Free Cash Flows to Equity 14:31
243 Equity Multiples- Price and Enterprise Value 27:17
244 Asset based Valuations 07:46
--- 15. Study Session 15: Fixed Income - Basic Concepts (Readings 52-55)
245 Overview of a Fixed Income Security Part 1 40:39
246 Overview of a Fixed Income Security Part 2 31:14
247 Overview of a Fixed Income Security Part 3 45:43
248 Legal, Regulatory and Tax Considerations 20:46
249 Structure of Bonds Cash Flows Part 1 11:36
250 Structure of Bonds Cash Flows Part 2 22:54
251 Structure of Bonds Cash Flows Part 3 11:42
252 Structure of Bonds Cash Flows Part 4 29:49
253 Bonds with Contingency Reserves Part 1 13:50
254 Bonds with Contingency Reserves Part 2 16:10
255 Overview of Global Fixed Income Markets 33:07
256 Primary and Secondary Bond Markets 13:56
257 Issuers of Bond 32:50
258 Short Term Funding Alternatives to Banks 24:56
259 Bond Prices and Time Value of Money 29:51
260 Yield to Maturity 34:35
261 Prices and Yields Part 1 40:58
262 Prices and Yields Part 2 22:03
263 Introduction, Benefits and Process of Securitization 26:00
264 CMBS 32:16
265 CDOS 23:09
--- 16. Study Session 16: Fixed Income - Analysis of Risk (Readings 56-57)
266 Sources of Risk 28:40
267 Interest Rate Risk on Fixed Rate Bonds - Part 1 32:08
268 Interest Rate Risk on Fixed Rate Bonds - Part 2 27:02
269 Interest Rate Risk on Fixed Rate Bonds - Part 3 07:05
270 Yield Volatility, Interest Rate Risk and Investment Horizon 35:41
271 Credit risk, Capital Structure, Seniority Ranking 27:13
272 Rating Agencies, Credit Ratings, their role in markets 21:25
273 Traditional Credit Analysis 49:35
--- 17. Study Session 17: Derivatives (Readings 58-60)
274 Derivative Markets, Forward Commitment, Contingent Claims 26:36
275 Benefits and Crtiticism of Derivatives and Arbitrage 15:07
276 Fundamental Concepts & Price Vs Value 14:56
277 Forward Contracts Part 1 16:23
278 Forward Contracts Part 2 35:00
279 Futures Contract Part 1 21:38
280 Futures Contract Part 2 09:54
281 Swap Contracts 27:21
282 Option Contracts: European Option Pricing Part 1 35:17
283 Option Contracts: European Option Pricing Part 2 15:26
284 Option Contracts: European Option Pricing Part 3 25:11
285 Option Contracts: Binomial Option Pricing Model 27:54
286 Option Contracts: American Option Pricing Model 12:20
287 Option Strategies 32:58
--- 18. Study Session 18: Alternative Investments (Readings 61)
288 Alternative Investments 24:59
289 Hedge Funds 41:03
290 Private Equity 43:17
291 Real Estate 24:50
292 Commodities 29:19
293 Infrastructure 32:07
294 Risk Management 25:47
Eligibility Criteria

Eligibility criteria for CFA

You must have a bachelor's (or equivalent) degree or be in the final year of your bachelor's degree program at the time of registration or have four years of qualified, professional work experience (does not have to be investment related) or a combination of work and college experience that totals at least four years.
Part-time positions do not qualify, and the four-year total must be accrued prior to exam enrolment

You must also meet the professional conduct admission criteria (during the application process, you will be asked to sign statements of Professional Conduct and Candidate Responsibility) and have a valid international travel passport (required for enrolment and exam registration)
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Course Expert
FinStudyClub
FinStudyClub
FinStudyClub is an institute driven by the passion to coach and mentor students interested in FINANCE. The Club's edge is the faculty: Amit Parakh and Ankur Kulshrestha; with their experience of training more than 3,000 students over a period of more than 7 years, across the globe! Both Amit and Ankur have had experience across i-banking, corporate finance, and consulting in multinationals, such as JP Morgan, EY, ICICI Bank and Suzuki. A culture of deep specialisation wherein each faculty spearheads the areas of his expertise, has led to a student pass rate of 70% - way above its peers...!!

Profile of the Trainers:
Amit ParakhAnkur Kulshrestha

Amit, an IIM Ahmedabad graduate is an avid trainer in the finance space. Having cracked CA (with an all India 14th rank), FRM, CS, CFA exams all in first attempt and being an Aditya Birla Scholarship nominee as one of the all India CAT toppers, he knows what it takes. He regularly conducts study programs related to CFA, FRM, CA and has conducted courses/workshops for IIM Shillong, XLRI, Praxis,Great Lakes, SREI, IFCI, ICICI Bank, NSE, Kotak Securities etc. Amit has worked extensively in the banking and equity research areas before entering academics. He has been with Structured Products Group, ICICI Bank, where he played a key role in carrying out valuation assignments, building credit rating models and structuring transactions.

Ankur has been a topper in his academic career. After graduating from Shri Ram College of Commerce (SRCC) where he secured 3rd rank, he completed his CA with All India Rank at all three levels of the course, a milestone rarely heard of in the 60 years of history of ICAI. To pursue his interest towards financial management, he enrolled for CFA and cleared all levels in first attempt. He is one of the empanelled faculties at NIBSCOM, a banker training institute by Reserve Bank of India. In addition to CFA, he has vast experience in teaching financial management and cost accounting to CA and CS students.
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