Students will be introduced to the topics that form the basis of the Chartered Financial Analyst (CFA) Level 1 exam, including: quantitative methods, ethics, economics, financial reporting and analysis, corporate finance, equities, fixed income, derivatives, and portfolio management/alternative investments. This course further enables students to acquire an understanding of the CFA program and how to approach being successful in pursuing the CFA designation.
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Upon successful completion of the course, the student will be able to:
Demonstrate the application of the Code of Ethics and Standards of Professional Conduct to situations involving issues of professional integrity.
Calculate and interpret the future value (FV) and present value (PV) of a single sum of money, an ordinary annuity, an annuity due, a perpetuity (PV only), and a series of unequal cash flows.
Define shortfall risk, calculate the safety-first ratio, and select an optimal portfolio using Roy’s safety-first criterion.
Explain Outline principles of technical analysis, its applications, and its underlying assumptions.
Illustrate Outline the business cycle and its phases.
Analyze economic indicators, including their uses and limitations.
Calculate and interpret the forward rate consistent with the spot rate and the interest rate in each currency.
Analyze company disclosures of significant accounting policies.
Calculate revenue given information that might influence the choice of revenue recognition method.
Compare cash flows from operating, investing, and financing activities and classify cash flow items as relating to one of those three categories given a description of the items.
Calculate and compare ratios of companies, including companies that use different inventory methods.
Calculate and interpret the cost of debt capital using the yield-to-maturity approach and the debt-rating approach.
Evaluate the choices of short-term funding available to a company and recommend a financing method.
Explain Illustrate how risk tolerance affects risk management.
Compare the different weighting methods used in index construction.
Evaluate whether a security, given its current market price and a value estimate, is overvalued, fairly valued, or undervalued by the market.
Define and compare the spot curve, yield curve on coupon bonds, par curve, and forward curve.
Determine the value at expiration, the profit, maximum profit, maximum loss, breakeven underlying price at expiration, and payoff graph of the strategies of buying and selling calls and puts and determine the potential outcomes for investors using these strategies.
Compare alternative investments with traditional investments.
Effective as of Winter 2017
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