CFA Level 1 Notes

CFA Level 1 Notes

CFA

Pre1

P - Basics of Hypothesis Testing

P - Common Probability Distributions

P - Interest Rates, Present Value, and Future Value

P - Organizing, Visualizing, and Describing Data

P - Probability Concepts

P - Sampling and Estimation

Pre2

P - Aggregate Output, Prices, and Economic Growth

P - Currency Exchange Rates

P - International Trade and Capital Flows

P - Introduction to Business Cycles

P - Introduction to the Firm and Market Organization

P - Monetary and Fiscal Policy

P - Topics in Demand and Supply Analysis

Pre3

P - Applications of Financial Statement Analysis

P - Balance Sheets

P - Cash Flow Statements

P - Income Statements

P - Income Taxes

P - Introduction to Financial Reporting

P - Inventories

P - Long-Lived Assets

P - Non-Current (Long-Term) Liabilities

Vol1

Estimation and Inference

Hypothesis Testing

Intro to Big Data Techniques

Portfolio Maths

Probability Tree and Conditional Expectations

Rates and Returns

Simple Linear Regression

Simulation Methods

Statistical Measure of Asset Returns

Tests of Independence

Time Value of Money

Vol2

Capital Flows and FX Market

Exchange Rate Calculations

International Trade

Intro to Geopolitics

Monetary Policy

The Firm and Market Structures

Understanding Business Cycles

Vol3

Business Models

Capital Investments and Capital Allocation

Capital Structure

Corp Gov- Conflicts, Mechanisms, Risks and Benefits

Investors and Other Stakeholders

Org Forms, Corp Issuer Features and Ownership

Working Capital and Liquidity

Vol4

Financial Analysis Techniques

Financial Reporting Quality

Income Statements

Intro to Fin Statement Modeling

Long Term Assets

Long Term Labilities and Equity

Vol5

Company Analysis - Past and Present

Equity Valuation - Basic Tools

Industry and Competitive Analysis

Market Efficiency

Market Org and Structure

Overview of Equity Securities

Security Market Indexes

Vol6

Asset-Backed Security (ABS) Instrument and Market Features

Bond Valuation - Prices and Yields

Cash Flows and Types

Credit Analysis for Corporate Issuers

Credit Analysis for Government Issuers

Curve-Based and Empirical Fixed-Income Risk Measures

Fixed-Income Securitization

Instrument Features

Interest Rate Risk and Return

Issuance and Trading

Markets for Corporate Issuers

Markets for Government Issuers

Mortgage-Backed Security (MBS) Instrument and Market Features

Term Structure of Interest Rates - Spot, Par, and Forward Curves

Yield and Yield Spread Measures for Fixed-Rate Bonds

Yield and Yield Spread Measures for Floating-Rate Instruments

Yield-Based Bond Convexity and Portfolio Properties

Yield-Based Bond Duration Measures and Properties

Vol7

Arbitrage, Replication and Cost of Carry

Benefits, Risks, Uses

Forward Commitment and Contingent Claim Features

Instrument and Market Features

Option Replication using Put Call Parity

Pricing of Forward Contracts

Pricing of Futures Contracts

Pricing of Interest Rate and Other Swaps

Pricing of Options

Valuing using One Period Binomial Model

Vol8

Features, Methods and Structures

Intro to Digital Assets

Invest in Private Capital - Equity and Debt

Natural Resources

Performance and Returns

Real Estate and Infra

Vol9

Behavioral Biases of Individuals

Intro to Risk Management

Planning and Construction

Risk and Return - I

Risk and Return - II

Vol10

Code of Ethics and Standards

Ethics and Trust in Investment

Ethics Application

Guidance for Standards I-VII

Intro to Global Investment Performance Standards

Alternative Investments

Corporate Issuers

Equity Investments

Ethics and Professional Standards

Financial Statement Analysis

Portfolio Management

Pre - Economics

Pre - Financial Statement Analysis

Pre - Quantitative Methods

Quantitative Methods

Financial Statement Analysis

Intro to FSA
Income Statements
Balance Sheets
Cash Flows I
Cash Flows II
Inventories
Long Term Assets
Long Term Labilities and Equity
Income Taxes
Financial Reporting Quality
Financial Analysis Techniques
Intro to Fin Statement Modeling

Connected Pages

Pages mentioning this page

Financial Analysis Techniques

Financial Reporting Quality

Income Statements

Intro to Fin Statement Modeling

Long Term Assets

Long Term Labilities and Equity