Chartered Financial Analyst®

Level I curriculum breakdown

Curriculum breakdown	%
Financial Reporting & Analysis	20
Ethical & Professional Standards	15
Fixed Income	12
Quantitative Methods	12
Economics	10
Equity Investments	10
Corporate Finance	8
Derivatives	5
Portfolio Management & Wealth Planning	5
Alternative Investments	3

Source: CFA Institute

Teaching phase study options:

• 7 weekdays
• 7 Day Release Fridays
• 7 Saturdays
• OR 14 evenings

Phase 1 (3 consecutive weekdays, Fridays, Saturdays or 6 evenings):

• Quantitative Methods
• Asset Valuation:
  • equity
  • fixed income
  • derivatives
  • alternative investments
• Introduction to Ethics

Phase 2 (2 consecutive weekdays, Fridays, Saturdays or 4 evenings):

• Financial Statement Analysis

Phase 3 (2 consecutive weekdays, Fridays, Saturdays or 4 evenings):

• Economics/FX
• Corporate Finance
• Portfolio Management

Revision phase (3 consecutive weekdays, Fridays or Saturdays)

The revision phase pays particular attention to focused exam preparation and improving your exam technique.

Distance learning

As a distance learning delegate you will be fully supported by our tutors who you can contact by email whenever you need help.

Distance learning plus

You will find attending our revision phase beneficial as it will help you strengthen your knowledge, identify your weakest areas and reinforce your exam technique.