CFA Derivatives

Chartered Financial Analyst (CFA) Level 1 By Amit and Ankur

This Online Training Course on Chartered Financial Analyst® or CFA® Certification covers the syllabus prescribed by The CFA Institute for 2016 exams.

Overview of Chartered Financial Analyst (CFA) Level 1 By Amit and Ankur

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 customised topic wise exams.

Course Offerings

Includes 226 lecture topics

68+ hours of video lecture

Interactive discussion forum

Table of contents

I.Study Session 1: Ethical and Professional Standards (Readings 1-4)

Introduction to Ethics Preview

Six Codes of Ethics

Standard 1 - Professionalism

Standard 2 - Capital markets Preview

Standard 3 - Duties to clients

Standard 4 - Duties to Employers

Standard 5 - Investment Action

Standard 6 - Conflict of interest

Standard 7 - CFA Conduct in Programme and Exam

GIPS Introduction

Different Aspects of GIPS in Detail

9 sections of GIPS & GIPS Verification

II. Study Session 2: Quantitative Methods - Basics Concepts (Readings 5-8)

Interest Rate, Future Value, Present Value Part 1

Interest Rate, Future Value, Present Value Part 2 Preview

Stated Annual Interest Rates Part Part 1

Stated Annual Interest Rates Part Part 2

NPV and IRR

Portfolio return Measurements Preview

Money Market Yields

Fundamental Concepts, Frequency Distribution , Graphical Representation of Data

Central Tendency, Location Measures, Dispersion Part 1

Central Tendency, Location Measures, Dispersion Part 2

Symmetry, Skewness & Kurtosis, AM Vs GM

Probability, Expected Value and Variance Part 1

Probability, Expected Value and Variance Part 2

Probability, Expected Value and Variance Part 3

Probability, Expected Value and Variance Part 4

Probability, Expected Value and Variance Part 5

Bayes' Formula and Counting Rules

Covariance, Correlation, Calculation Portfolio return and Variance

III.Study Session 3: Quantitative Methods - Application (Readings 9-12)

Common Probability Distributions - Part 1

Common Probability Distributions - Part 2

Common Probability Distributions - Part 3

Common Probability Distributions - Part 4

Sampling and Estimation - Part 1

Sampling and Estimation - Part 2

Introduction to Hypothesis Testing

Hypothesis Test - Concerning the Mean

Hypothesis Test - Concerning the Variance and Non parametric Inference

IV.Study Session 4: Economics - Microeconomic Analysis (Readings 13-16)

Demand and Supply Analysis

Market Equilibrium

Consumer surplus and producer surplus - introduction & application

Demand Elasticities

Indifference Curves and the Opportunity set

Consumer Equilibrium

Income and Substitution Effects

Types of Profits Measures

Analysis of Revenue and costs

Maximizing Profits and optimizing productivity

Market structure - perfect competition

Market structure - monopoly

V.Study Session 5: Economics - Macroeconomic Analysis (Readings 17-19)

Monetary Policy - Part 1

Monetary Policy - Part 2

Fiscal Policy

VI.Study Session 6: Economics - Economics in a Global Context (Readings 20-21)

Absolute and Comparative Advantage

Trade and Capital flows - Restrictions and Agreements

The Balance of Payments and Trade Organization

The foreign exchange market

Currency exchange rate calculations - Part 1

Currency exchange rate calculations - Part 2

Exchange rate regimes and the impact of exchange rates on trade and capital flows

VIII.Study Session 8: Financial Reporting and Analysis - IS, BS & CF Statements (Readings 25-28)

Overview of Passive Investments

Fair Value Model: Passive Investments

HTM, AFS and Trading Securities

More examples on Passive Investments

Direct Method of CFO -Basics and Example

Indirect Method of CFO -Basics and Example

Indirect to Direct Method conversion: Part 1

Indirect to Direct Method conversion: Part 2

Indirect to Direct Method conversion: Part 3

Indirect to Direct Method conversion: Part 4

IX.Study Session 9: Financial Reporting and Analysis - Inventories, Long-lived Assets, Income Taxes, and Non-current Liabilities (Readings 29-32)

Basics on Inventories and Valuation methods

LiFO Liquidation

Change of method from LIFO to FIFO

Write up and Write Down

Issues for the analyst

What is Impairment?

Analysis of Impairment of Assets

Examples of Impairment of Assets

Investment Property (Fair Value Model)

Revaluation Model

Revaluation vs Fair Value Model

Basics on Lease and Different Types

How to differentiate Operating Lease from Financial Lease

Accounting for Lessee

Accounting for Lessor

Sales type lease

Other Misc points

Basics on Bonds / Financial Liabilities

Acocunting for Financial Bonds

XI.Study Session 11: Corporate Finance (Readings 35-40)

Overview and Different Types of Projects

Principles of Capital Budgeting

Accounting Average rate of Return and Pay Back Period

Net Present Value, Internal Rate of Return and Profitability Index

NPV Profile Preview

NPV vs IRR: Which is Better

Other Concepts in Capital Budgeting

Basics and Overview of Cost of Capital

Cost of Debt

Cost of Preference Share

Cost of Equity by CAPM

Cost of Equity by Dividend Discount Model

Cost of Equity by Bond Yield Premium

Weighted Average Cost of Capital

Marginal Cost of Capital and Investment Opportunity Schedule

Break Points

Country Risk Premium & Floatation Cost

Pure Play Method of Finding Beta (Equity)

Basic on Leverages

Leverage - A Double Edged Sword

Different Types of Leverages (DOL, DFL, DTL)

Break Even Points Total and Operational

Overview on Dividends

Important dates in Dividends

Share Repurchase Basics Methods and Analysis

Impact on Investors Wealth and Company Fundamentals

Introduction to Working Capital Management

Liquidity Meaning & its Different Types

Working Capital Ratios

Operating Cycle

Trade off between two extremes

Cash Management

Account Receivable Management

Inventory Management

Accounts Payable Management

Short Term Borrowings

Meaning of Corporate Governance

Board of Directors,Independence and Other aspects

Committees of the Board

Code of Ethics for the Board

XII.Study Session 12: Portfolio Management (Readings 41-45)

Portfolio Management- An Overview Part 1

Portfolio Management- An Overview Part 2

Risk Managemnt Process and Governance

Identification of Risks Part 1

Identification of Risks Part 2

Identification of Risks Part 3

Investment Characteristics of Asset Part 1

Investment Characteristics of Asset Part 2

Risk Aversion, Portfolio Selection and Portfolio Risk Part 1

Risk Aversion, Portfolio Selection and Portfolio Risk Part 2

Risk Aversion, Portfolio Selection and Portfolio Risk Part 3

Risk Aversion, Portfolio Selection and Portfolio Risk Part 4

Efficient Frontier and Investors Optimal Portfolio Part 1

Efficient Frontier and Investors Optimal Portfolio Part 2

Capital Market Theory

Pricing of Risk and Computation of Expected Return

The Capital Asset Pricing Model

Portfolio Planning

Portfolio Construction

XIII.Study Session 13: Equity - Market Organization, Market Indices, and Market Efficiency (Readings 46-48)

Basics and Overview

Different Asset Categories

Different types of Markets- Primary and Secondary

Different Types of Markets- Price, Order, Brokered

Different Financial Intermediaries

Different positions

Concept of Short Selling

Concept of Margin Trading

Margin Call Price

Different validity of the order

Basics on Market Indices

Different types of Return

Issues in Index creation

Types of Weights

Rebalancing and Reconstitution

Indices other than Equity

Basics on Market Efficiency

Factors affecting Market Efficiency

Different Levels of Efficiency

Market Anomaly 14:09

Behavioral Finance

XIV.Study Session 14: Equity Analysis and Valuation (Readings 49-51)

Basics on Equity Securities

Private Equity

International Equity

Different Return Terminology used in Equity

Basics and 3 Types of Company Categorisation

Constituents of an Industry Analysis

5 types of External Influence

Industry Life cycle

Porters 5 Forces

Impact on Pricing Power

Peer Group and Company Analysis

Basics on Equity valuations

Dividend Discount Model

Corollary to DDM

Free Cash Flows to Equity

Equity Multiples- Price and Enterprise Value

Asset based Valuations

XV.Study Session 15: Fixed Income - Basic Concepts (Readings 52-55)

Overview of a Fixed Income Security Part 1

Overview of a Fixed Income Security Part 2

Overview of a Fixed Income Security Part 3

Legal, Regulatory and Tax Considerations

Structure of Bonds Cash Flows Part 1

Structure of Bonds Cash Flows Part 2

Structure of Bonds Cash Flows Part 3

Structure of Bonds Cash Flows Part 4

Bonds with Contingency Reserves Part 1

Bonds with Contingency Reserves Part 2

Bonds with Contingency Reserves Part 3

Overview of Global Fixed Income Markets

Primary and Secondary Bond Markets

Issuers of Bond

Short Term Funding Alternatives to Banks

Bond Prices and Time Value of Money

Yield to Maturity

Prices and Yields Part 1

Prices and Yields Part 2

XVII.Study Session 17: Derivatives (Readings 58-60)

Derivative Markets, Forward Commitment, Contingent Claims

Benefits and Crtiticism of Derivatives and Arbitrage

Fundamental Concepts & Price Vs Value

Forward Contracts Part 1

Forward Contracts Part 2

Futures Contract Part 1

Futures Contract Part 2

Swap Contracts

Option Contracts: European Option Pricing Part 1

Option Contracts: European Option Pricing Part 2

Option Contracts: European Option Pricing Part 3

Option Contracts: Binomial Option Pricing Model

Option Strategies

XVIII.Study Session 18: Alternative Investments (Readings 61)

Alternative Investments

Hedge Funds

Private Equity

Real Estate

Commodities

Infrastructure

Risk Management

About faculty of Chartered Financial Analyst (CFA) Level 1 By Amit and Ankur

Amit and Ankur

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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