CFA Level I Course Curriculum (2021)

  • 1

    How to study for the Level I CFA exam?

    • CFA Level I Strategies - Notes

    • CFA Level I Strategies - Video Lesson
  • 2

    Quantitative Methods

    • Quantitative Methods - Notes

    • Quantitative Methods - SS02 - Reading 6 - Time Value of Money - Video Lesson

    • Quantitative Methods - SS02 - Reading 7 - Statistical Concepts and Market Returns - Video Lesson

    • Quantitative Methods - SS03 - Reading 8 - Probability Concepts - Video Lesson

    • Quantitative Methods - SS03 - Reading 9 - Common Probability Distributions - Video Lesson

    • Quantitative Methods - SS03 - Reading 10 - Sampling and Estimation - Video Lesson

    • Quantitative Methods - SS03 - Reading 11 - Hypothesis Testing - Video Lesson

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  • 3

    Economics

    • Economics - Notes

    • Economics - SS04 - Reading 12 - Topics in Demand and Supply Analysis - Video Lesson

    • Economics - SS04 - Reading 13 - The Firm and Market Structures - Video Lesson

    • Economics - SS04 - Reading 14 - Aggregate Output, Prices, and Economic Growth - Video Lesson

    • Economics - SS04 -Reading 15 - Understanding Business Cycles - Video Lesson

    • Economics - SS05 - Reading 16 - Monetary and Fiscal Policy - Video Lesson

    • Economics - SS05 - Reading 17 - International Trade and Capital Flows - Video Lesson

    • Economics - SS05 - Reading 18 - Currency Exchange Rates - Video Lesson
  • 4

    Financial Reporting and Analysis

    • Financial Reporting and Analysis - Notes

    • FRA - SS06 - Reading 19 - Introduction to Financial Statement Analysis - Video Lesson

    • FRA - SS06 - Reading 20 - Financial Reporting Standards - Video Lesson

    • FRA - SS07 - Reading 21 - Understanding Income Statements - Video Lesson

    • FRA - SS07 - Reading 22 - Understanding Balance Sheets - Video Lesson

    • FRA - SS07 - Reading 23 - Understanding Cash Flow Statements - Video Lesson

    • FRA - SS07 - Reading 24 - Financial Analysis Techniques - Video Lesson

    • FRA - SS08 - Reading 25 - Inventories - Video Lesson

    • FRA - SS08 - Reading 26 - Long-lived Assets - Video Lesson

    • FRA - SS08 - Reading 27 - Income Taxes - Video Lesson

    • FRA - SS08 - Reading 28 - Non-current (Long-term) Liabilities - Video Lesson

    • FRA - SS09 - Reading 29 - Financial Reporting Quality - Video Lesson

    • FRA - SS09 - Reading 30 - Financial Statement Analysis: Applications - Video Lesson
  • 5

    Mid Term Mock Exam [Quant + Econ + FRA]

    • Mid Term Exam [Quant + Econ + FRA] - Do not attempt before completing FRA
  • 6

    Portfolio Management

    • Portfolio Management - Notes

    • PM - SS18 - Reading 51 - Portfolio Management: An Overview - Video Lesson

    • PM - SS18 - Reading 52 - Portfolio Risk and Return: Part 1 - Video Lesson

    • PM - SS18 - Reading 53 - Portfolio Risk and Return: Part 2 - Video Lesson

    • PM - SS19 - Reading 54 - Basics of Portfolio Planning and Construction - Video Lesson

    • PM - SS19 - Reading 55 - Introduction to Risk Management - Video Lesson

    • PM - SS19 - Reading 56 - Technical Analysis - Video Lesson

    • PM - SS19 - Reading 57 - Fintech in Investment Management - Video Lesson
  • 7

    Corporate Finance

    • Corporate Finance - Notes

    • CF - SS10 - Reading 31 - Introduction to Corporate Governance and Other ESG Considerations - Video Lesson

    • CF - SS10 - Reading 32 - Capital Budgeting - Video Lesson

    • CF - SS10 - Reading 33 - Cost of Capital - Video Lesson

    • CF - SS11 - Reading 34 - Measures of Leverage - Video Lesson

    • CF - SS11 - Reading 35 - Working Capital Management - Video Lesson
  • 8

    Equity Investments

    • Equity Investments - Notes

    • Equity Investments - SS12 - Reading 36 - Market Organization and Structure - Video Lesson

    • Equity Investments - SS12 - Reading 37 - Security Market Indexes - Video Lesson

    • Equity Investments - SS12 - Reading 38 - Market Efficiency - Video Lesson

    • Equity Investments - SS13 - Reading 39 - Overview of Equity Securities - Video Lesson

    • Equity Investments - SS13 - Reading 40 - Introduction to Industry and Company Analysis - Video Lesson

    • Equity Investments - SS13 - Reading 41 - Equity Valuation: Concepts and Basic Tools - Video Lesson
  • 9

    Fixed Income

    • Fixed Income - Notes

    • Fixed Income - SS14 - Reading 42 - Fixed-Income Securities: Defining Elements - Video Lesson

    • Fixed Income - SS14 - Reading 43 - Fixed-Income Markets: Issuance, Trading, and Funding - Video Lesson

    • Fixed Income - SS14 - Reading 44 - Introduction to Fixed-Income Valuation - Video Lesson

    • Fixed Income - SS14 - Reading 45 - Introduction to Asset-Backed Securities - Video Lesson

    • Fixed Income - SS15 - Reading 46 - Understanding Fixed-Income Risk and Return - Video Lesson

    • Fixed Income - SS15 - Reading 47 - Fundamentals of Credit Analysis - Video Lesson
  • 10

    Derivatives and Alternative Investments

    • Derivatives and Alternative Investments - Notes

    • Derivatives - SS16 - Reading 48 - Derivative Markets and Instruments - Video Lesson

    • Derivatives - SS16 - Reading 49 - Basics of Derivative Pricing and Valuation - Video Lesson

    • Alternative Investments - SS17 - Reading 50 - Introduction to Alternative Investments - Video Lesson
  • 11

    Ethical and Professional Standards

    • Ethical and Professional Standards - Notes

    • Ethical and Professional Standards - Video Lesson
  • 12

    Final Mock Exam [All Topics]

    • Final Mock Exam [All Topics] - Complete 90 MCQs in 135 minutes

Instructors

Lead CFA Instructor

M. Emrul Hasan, CFA

Emrul has been training CFA candidates for over 10 years through FinanceTraining.ca, The Princeton Review, and UBC Sauder. He currently lectures at the University of British Columbia, Canada. He earned his Ph.D. in Finance at the Beedie School of Business of Simon Fraser University, Canada, and an MA in Financial Economics from York University, Canada. Emrul is also a certified FRM (Financial Risk Manager). He spent several years as an Investment Analyst and Consultant at different investment banks and think tanks such as Fraser Institute and Asian Tiger Capital Partners Ltd. During the summer, Emrul plays cricket at the British Columbia Mainland Cricket League (BCMCL) for the Bengal Tigers Cricket Club. You can learn more about his research, publications, and teaching experience by visiting his website at www.emrulhasan.com. Also check his LinkedIn profile here: https://www.linkedin.com/in/emrulhasan/

Instructor

Christopher Yee

Chris is a finance professional, having worked in the industry since he graduated with a Bachelor's of Business Administration, Finance and Economics Joint Major from the Simon Fraser University, BC. He has successfully passed all three levels of the CFA Program on his first try. He has a wide range of experience, having worked at some of the largest private wealth managers in the Lower Mainland, BC, Canada. In his free time, Chris can be found weightlifting or reading philosophy. Check his LinkedIn profile here: https://www.linkedin.com/in/christopher-yee/