Courses - Investment Banking

CFA

CFA Institute (USA) LEVEL 1 COURSE

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  • All 23 sessions are tailored for personalized instruction
  • Each student will be able to view prepared slides and ask questions as well as interact by working on problem sets
  • The slides are projected on a large screen in our Boardroom/Training Room for easy viewing
  • Each session is 4 hours long for a total of 92 hours of in-class live training including 2 complete mock exams

WHY TAKE THE CFA?

  1. Being in the industry our instructors understand the importance of this exam in the financial world and strongly feel this is the one credential that is fast becoming the standard.
  2. Candidates with the CFA designation demonstrate a comprehensive knowledge of finance that other designations do not and it is by far the most highly valued credential by finance employers.
  3. Firms are hiring candidates with this designation above all others and salaries for CFAs are significantly higher than those without the designation.
Austal CFA Schedule CFA Study Session/Topics covered
Austal Session 1 - 3 Study Session 02
 

Quantitative Methods: Basic Concepts

  • The Time Value of Money
  • Discounted Cash Flow Applications
  • Statistical Concepts and Market Returns
  • Probability Concepts
  Study Session 03
 

Quantitative Methods: Application

  • Common Probability Distributions
  • Sampling and Estimation
  • Hypothesis Testing
  • Technical Analysis
Austal Session 3 -4
Study Session 01
 

Ethical And Professional Standards

  • Code of Ethics and Standards of Professional Conduct
  • Guidance for Standards I–VII
  • Introduction to the Global Investment Performance Standards (GIPS)
  • Global Investment Performance Standards (GIPS)
Austal Session 5 -9 Study Session 07
 

Financial Reporting And Analysis: An Introduction

  • Financial Statement Analysis: An Introduction
  • Financial Reporting Mechanics
  • Financial Reporting Standards
  Study Session 08
 

Financial Reporting And Analysis: The Income Statement, Balance Sheet, And Cash Flow Statement

  • Understanding the Income Statement
  • Understanding the Balance Sheet
  • Understanding the Cash Flow Statement
  • Financial Analysis Techniques
  Study Session 09
 

Financial Reporting And Analysis: Inventories, Long-lived Assets, Income Taxes, and Non-current Liabilities
Inventories

  • Long-lived Assets
  • Income Taxes
  • Non-current (Long-term) Liabilities
  Study Session 10
 

Financial Reporting And Analysis: Applications and International Standards Convergence

  • Financial Reporting Quality: Red Flags and Accounting Warning Signs
  • Accounting Shenanigans on the Cash Flow Statement
  • Financial Statement Analysis: Applications
  • International Standards Convergence
Austal Session 10 - 11 Study Session 11
 

Corporate Finance

  • Capital Budgeting
  • Cost of Capital
  • Measures of Leverage
  • Dividends and Share Repurchases: Basics
  • Working Capital Management
  • Financial Statement Analysis
  • The Corporate Governance of Listed Companies: A Manual for Investors
  Study Session 13
 

Market Organization, Market Indices, and Market Efficiency

  • Market Organization and Structure
  • Security Market Indices
  • Market Efficiency
Austal Session 11 -12 Study Session 15
 

Fixed Income: Basic Concepts

  • Features of Debt Securities
  • Risks Associated with Investing in Bonds
  • Overview of Bond Sectors and Instruments
  • Understanding Yield Spreads
Austal Session 11 -12 Study Session 16
 

Fixed Income: Analysis and Valuation

  • Introduction to the Valuation of Debt Securities
  • Yield Measures, Spot Rates, and Forward Rates
  • Introduction to the Measurement of Interest Rate Risk
Austal Session 13 Study Session 12
 

Portfolio Management

  • Portfolio Management: An Overview
  • Portfolio Risk and Return: Part I
  • Portfolio Risk and Return: Part II
  • Basics of Portfolio Planning and Construction
Austal Session 14 -15 Study Session 04
 

Economics: Microeconomic Analysis

  • Elasticity
  • Efficiency and Equity
  • Markets in Action
  • Organizing Production
  • Output and Costs
Austal Session 14 -15 Study Session 05
 

Economics: Market Structure and Macroeconomic Analysis

  • Perfect Competition
  • Monopoly
  • Monopolistic Competition and Oligopoly
  • Markets for Factors of Production
  • Monitoring Jobs and the Price Level
  • Aggregate Supply and Aggregate Demand
Austal Session 14 -15 Study Session 06
 

Economics: Monetary and Fiscal Economics

  • Money, the Price Level, and Inflation
  • U.S. Inflation, Unemployment, and Business Cycles
  • Fiscal Policy
  • Monetary Policy
  • An Overview of Central Banks
Austal Session 16 -17 Study Session 14
 

Equity Analysis and Valuation

  • Overview of Equity Securities
  • Introduction to Industry and Company Analysis
  • Equity Valuation: Concepts and Basic Tools
Austal Session 17 -18 Study Session 17
 

Derivatives

  • Derivative Markets and Instruments
  • Forward Markets and Contracts
  • Futures Markets and Contracts
  • Option Markets and Contracts
  • Swap Markets and Contracts
  • Risk Management Applications of Option Strategies
Austal Session 19 Study Session 18
 

Alternative Investments

  • Alternative Investments
  • Investing in Commodities
Austal Session 20-21 Mock Exam 1
  Morning Session
Afternoon Session
Austal Session 22-23 Mock Exam 2
  Morning Session
Afternoon Session
   
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