Chartered Financial Analyst® (CFA®)

Overview

The Chartered Financial Analyst® (CFA®) Program is widely regarded as one of the highest distinctions in the investment management profession. It equips candidates with the expertise needed to succeed in the competitive world of finance and investment management.

As a CFA® charter holder, you will demonstrate mastery of a rigorous curriculum covering essential topics such as investment analysis, portfolio management, asset valuation, and wealth planning. The CFA Program is ideal for individuals with backgrounds in finance, accounting, economics, or business, seeking to elevate their professional knowledge and career prospects.

Completing the CFA Program requires dedication and commitment, but the rewards are immense. CFA® charter holders are highly sought after in the investment industry, opening doors to prestigious job opportunities and higher earning potential.

 
Who is this course designed for?

The CFA Level 1 Course is ideal for finance professionals, investment analysts, and recent graduates in business or economics who aim to excel in the competitive finance industry. It’s also suited for career switchers looking to transition into investment management, as well as entrepreneurs and consultants seeking to enhance their financial decision-making and portfolio management skills. Whether you’re beginning your career or advancing it, this course provides the foundational knowledge needed for success in finance and investment.

 
Instructors’ Names

Course Objective

The course aims to equip candidates with a strong foundation in investment analysis, financial reporting, and portfolio management. It provides comprehensive knowledge of core finance principles, including quantitative methods, economics, and ethical standards. The course prepares participants to confidently apply these concepts in real-world financial scenarios, positioning them to pass the CFA Level 1 exam and take the first step toward earning the globally recognized CFA® designation, the gold standard in the investment management profession.

 

Course Fee

Face to Face Sessions – AED 16,577 (VAT Inclusive)

Online Sessions – AED 13,500 (VAT Inclusive)

The Fee includes the study materials and the training fees. 
Fees towards registration and exam fee for the professional body should be paid directly to them by the candidate.
Rebates and Bursaries

Contact us at [email protected] or call +971 4 279 1464 to determine your eligibility for a course fee reduction. Alternatively, click on the button below.

 

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Course Outline

The CFA Level 1 Course covers the foundational knowledge required for a career in investment management. The curriculum is structured around 10 key topics, each essential for developing a comprehensive understanding of the finance industry:

  • Ethical and Professional Standards (15–20%): Understand the ethical responsibilities of financial professionals and the standards of practice in the investment industry.
  • Quantitative Methods (8%–12%): Learn essential mathematical and statistical tools used in financial analysis and investment decision-making.
  • Economics (8%–12%): Study micro and macroeconomic principles, with a focus on market structures, pricing, and global economic factors.
  • Financial Reporting and Analysis (13%–17%): Gain expertise in interpreting and analyzing financial statements to assess corporate performance.
  • Corporate Issuers (8%–12%): Understand corporate finance fundamentals, including capital budgeting, cost of capital, and capital structure.
  • Equity Investments (10%–12%): Explore valuation techniques for equities and factors influencing stock price movements.
  • Fixed Income (10%–12%): Learn the characteristics, analysis, and valuation of fixed-income securities.
  • Derivatives (5%–8%): Study derivative instruments, including options, futures, and swaps, and their role in risk management.
  • Alternative Investments (5%–8%): Explore investment vehicles beyond traditional stocks and bonds, such as real estate, commodities, and hedge funds.
  • Portfolio Management (5%–8%): Understand the process of constructing and managing a diversified investment portfolio to achieve specific goals.

 

Course Teaching Style and Delivery Method

It focuses on interactive and practical learning, the training can be presented either virtually, or face to face in Kaplan.

 

Delivery Hours and Duration

Total 170 hours of live classes

 

Course Testing and Evaluation Methods:

The CFA Level 1 Exam is structured to test a candidate’s understanding of the foundational principles of investment management. The exam consists of two 4.5-hour sessions, administered on the same day, with 180 multiple-choice questions. The evaluation method emphasizes practical application, ensuring candidates can solve real-world financial scenarios using the knowledge gained.

This rigorous testing method ensures that CFA Level 1 candidates are well-prepared for the complex challenges of the finance industry.

Accreditations

The course is accredited by KHDA (Knowledge and Human Development Authority).

Course Books or Materials to be Given to Participants

 

 

 

The British University in Dubai

Block 11, 1st and 2nd floor, Dubai International Academic City PO Box 345015, Dubai, UAE

Tel: +971 4 279 1400

Whatsapp:

Email: [email protected]