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:

• 8 weekdays
• 8 Fridays
• 8 Saturdays
• OR 16 evenings

Phase 1 (2 consecutive weekdays, Fridays, Saturdays or 4 evenings):

• Quantitative Methods
• Fixed Income
• Ethics (overview)

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

• Financial Statement Analysis

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

• Equity
• Derivatives
• Alternative Investments

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

• Economics
• Corporate Finance
• Portfolio Management

Revision phase study options:

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

• 3 consecutive weekdays
• 3 consecutive Fridays
• OR 3 consecutive Saturdays

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.

Optional Introductory courses

You can tailor your Level I CFA® training course to your particular needs by choosing from the following additional course options:

Financial Maths Booster course

• This is an excellent 1 day introduction to the financial maths used throughout the course and provides an opportunity to familiarise yourself with the workings of the Texas BAII Plus calculator.

Introduction to Accounts course

• An opportunity to learn the basics of accounts in this 2 day introductory course aimed at those with no prior accounting knowledge.