Scribd
Upload
13 views4 pages

CFA chap name

The document outlines various topics related to ethical standards, quantitative methods, economics, financial statement analysis, corporate issuers, portfolio management, equity investments, derivatives, and fixed income. It provides a comprehensive overview of the principles and practices essential for professionals in the investment field. Each section covers key concepts, analytical techniques, and market dynamics relevant to financial analysis and investment strategies.

Uploaded by

allmightpeace69
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
13 views4 pages

CFA chap name

The document outlines various topics related to ethical standards, quantitative methods, economics, financial statement analysis, corporate issuers, portfolio management, equity investments, derivatives, and fixed income. It provides a comprehensive overview of the principles and practices essential for professionals in the investment field. Each section covers key concepts, analytical techniques, and market dynamics relevant to financial analysis and investment strategies.

Uploaded by

allmightpeace69
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
You are on page 1/ 4

Ethical and Professional Standards

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)

Ethics Application

Quantitative Methods

Rates and Returns

Time Value of Money in Finance

Statistical Measures of Asset Returns

Probability Trees and Conditional Expectations

Portfolio Mathematics

Simulation Methods

Estimation and Inference

Hypothesis Testing

Parametric and Non-Parametric Tests of Independence

Simple Linear Regression

Introduction to Big Data Techniques

Economics

The Firm and Market Structures

Understanding Business Cycles

Fiscal Policy

Monetary Policy

Introduction to Geopolitics

International Trade

Capital Flows and the FX Market

Exchange Rate Calculations


Financial Statement Analysis

Introduction to Financial Statement Analysis

Analyzing Income Statements

Analyzing Balance Sheets

Analyzing Statements of Cash Flows I

Analyzing Statements of Cash Flows II

Analysis of Inventories

Analysis of Long-Term Assets

Topics in Long-Term Liabilities and Equity

Analysis of Income Taxes

Financial Reporting Quality

Financial Analysis Techniques

Introduction to Financial Statement Modelling

Corporate issuers

Organizational Forms, Corporate Issuer Features, and Ownership

Investors and Other Stakeholders

Corporate Governance: Conflicts, Mechanisms, Risks, and Benefits

Working Capital and Liquidity

Capital Investments and Capital Allocation

Capital Structure

Business Models

Portfolio management

Portfolio Risk and Return: Part I

Portfolio Risk and Return: Part II

Basics of Portfolio Planning and Construction

Behavioural Biases of Individuals

Introduction to Risk Management

Portfolio Management: Overview


Equity investments

Market Organization and Structure

Security Market Indexes

Market Efficiency

Overview of Equity Securities

Company Analysis: Past and Present

Industry and Competitive Analysis

Company Analysis: Forecasting

Equity Valuation: Concepts and Basic Tools

Derivatives

Derivative Instrument and Derivative Market Features

Forward Commitment and Contingent Claim Features and Instruments

Derivative Benefits, Risks, and Issuer and Investor Uses

Arbitrage, Replication, and the Cost of Carry in Pricing Derivatives

Pricing and Valuation of Forward Contracts and for an Underlying with Varying Maturities

Pricing and Valuation of Futures Contracts

Pricing and Valuation of Interest Rates and Other Swaps

Pricing and Valuation of Options

Option Replication Using Put–Call Parity

Valuing a Derivative Using a One-Period Binomial Model

Fixed Income

Fixed-Income Instrument Features

Fixed Income Markets: Issuance, and Trading

Fixed-Income Cash Flows and Types

Fixed-Income Markets for Corporate Issuers

Fixed-Income Markets for Government Issuers

Yield and Yield Spread Measures: Fixed Rate Bonds and Floating Rate Instruments
Yield-Based Bond Measures

Yield-Based Bond Convexity and Portfolio

Curve-Based and Empirical Risk Measures

Credit Risk

Credit Analysis for Government

Credit analysis Corporate Issuers

Fixed-Income Securitization

Int to ABS

Int to MBS

You might also like

pFad - Phonifier reborn

Pfad - The Proxy pFad of © 2024 Garber Painting. All rights reserved.

Note: This service is not intended for secure transactions such as banking, social media, email, or purchasing. Use at your own risk. We assume no liability whatsoever for broken pages.


Alternative Proxies:

Alternative Proxy

pFad Proxy

pFad v3 Proxy

pFad v4 Proxy