CFA Level I Prep Course Curriculum (2022)

  • 1

    How to study for the Level I CFA exam?

    • CFA Level I Strategies - Notes

    • CFA Level I Strategies - Part 1

    • CFA Level I Strategies - Updates for 2022

  • 2

    Quantitative Methods

    • Quantitative Methods - Notes

    • Quantitative Methods - SS01 - Reading 1 - The Time Value of Money - Video Lesson

    • Quantitative Methods - SS01 - Reading 2 - Organizing, Visualizing, and Describing Data - Video Lesson

    • Quantitative Methods - SS01 - Reading 3 - Probability Concepts - Video Lesson

    • Quantitative Methods - SS02 - Reading 4 - Common Probability Distributions - Video Lesson

    • Quantitative Methods - SS02 - Reading 5 - Sampling and Estimation - Video Lesson

    • Quantitative Methods - SS02 - Reading 6 - Hypothesis Testing - Video Lesson

    • Quantitative Methods - SS02 - Reading 7 - Introduction to Linear Regression - Video Lesson

  • 3

    Economics

    • Economics - Notes

    • Economics - SS03 - Reading 8 - Topics in Demand and Supply Analysis - Video Lesson

    • Economics - SS03 - Reading 9 - The Firm and Market Structures - Video Lesson

    • Economics - SS03 - Reading 10 - Aggregate Output, Prices, and Economic Growth - Video Lesson

    • Economics - SS03 -Reading 11 - Understanding Business Cycles - Video Lesson

    • Economics - SS04- Reading 12 - Monetary and Fiscal Policy - Video Lesson

    • Economics - SS04 - Reading 13 - International Trade and Capital Flows - Video Lesson

    • Economics - SS04 - Reading 14 - Currency Exchange Rates - Video Lesson

  • 4

    Financial Statement Analysis

    • Financial Statement Analysis - Notes

    • Financial Statement Analysis - SS05 - Reading 15 - Introduction to Financial Statement Analysis - Video Lesson

    • Financial Statement Analysis - SS05 - Reading 16 - Financial Reporting Standards - Video Lesson

    • Financial Statement Analysis - SS06 - Reading 17 - Understanding Income Statements - Video Lesson

    • Financial Statement Analysis - SS06 - Reading 18 - Understanding Balance Sheets - Video Lesson

    • Financial Statement Analysis - SS06 - Reading 19 - Understanding Cash Flow Statements - Video Lesson

    • Financial Statement Analysis - SS06 - Reading 20 - Financial Analysis Techniques - Video Lesson

    • Financial Statement Analysis - SS07 - Reading 21 - Inventories - Video Lesson

    • Financial Statement Analysis - SS07 - Reading 22 - Long-lived Assets - Video Lesson

    • Financial Statement Analysis - SS07 - Reading 23 - Income Taxes - Video Lesson

    • Financial Statement Analysis - SS07 - Reading 24 - Non-current (Long-term) Liabilities - Video Lesson

    • Financial Statement Analysis - SS08 - Reading 25 - Financial Reporting Quality - Video Lesson

    • Financial Statement Analysis - SS08 - Reading 26 - Applications of Financial Statement Analysis - Video Lesson

  • 5

    Mid Term Mock Exam [Quant + Econ + FRA]

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

  • 6

    Corporate Issuers

    • Corporate Issuers - Notes

    • Corporate Issuers - SS09 - Reading 27 - Introduction to Corporate Governance and Other ESG Considerations - Video Lesson

    • Corporate Issuers - SS09 - Reading 28 - Uses of Capital - Video Lesson

    • Corporate Issuers - SS09 - Reading 29 - Sources of Capital - Video Lesson

    • Corporate Issuers - SS10 - Reading 30 - Cost of Capital-Foundational Topics - Video Lesson

    • Corporate Issuers - SS10 - Reading 31 - Capital Structure - Video Lesson

    • Corporate Issuers - SS10 - Reading 32 - Measures of Leverage - Video Lesson

  • 7

    Equity Investments

    • Equity Investments - Notes

    • Equity Investments - SS11 - Reading 33 - Market Organization and Structure - Video Lesson

    • Equity Investments - SS11 - Reading 34 - Security Market Indexes - Video Lesson

    • Equity Investments - SS11 - Reading 35 - Market Efficiency - Video Lesson

    • Equity Investments - SS12 - Reading 36 - Overview of Equity Securities - Video Lesson

    • Equity Investments - SS12 - Reading 37 - Introduction to Industry and Company Analysis - Video Lesson

    • Equity Investments - SS12 - Reading 38 - Equity Valuation: Concepts and Basic Tools - Video Lesson

  • 8

    Fixed Income

    • Fixed Income - Notes

    • Fixed Income - SS13 - Reading 39 - Fixed-Income Securities: Defining Elements - Video Lesson

    • Fixed Income - SS13 - Reading 40 - Fixed-Income Markets: Issuance, Trading, and Funding - Video Lesson

    • Fixed Income - SS13 - Reading 41 - Introduction to Fixed-Income Valuation - Video Lesson

    • Fixed Income - SS13 - Reading 42 - Introduction to Asset-Backed Securities - Video Lesson

    • Fixed Income - SS14 - Reading 43 - Understanding Fixed-Income Risk and Return - Video Lesson

    • Fixed Income - SS14 - Reading 44 - Fundamentals of Credit Analysis - Video Lesson

  • 9

    Derivatives and Alternative Investments

    • Derivatives and Alternative Investments - Notes

    • Derivatives - SS15 - Reading 45 - Derivative Markets and Instruments - Video Lesson

    • Derivatives - SS15 - Reading 46 - Basics of Derivative Pricing and Valuation - Video Lesson

    • Alternative Investments - SS16 - Reading 47 - Introduction to Alternative Investments - Video Lesson

  • 10

    Portfolio Management

    • Portfolio Management - Notes

    • Portfolio Management - SS17 - Reading 48 - Portfolio Management: An Overview - Video Lesson

    • Portfolio Management - SS17 - Reading 49 - Portfolio Risk and Return: Part I - Video Lesson

    • Portfolio Management - SS17 - Reading 50 - Portfolio Risk and Return: Part II - Video Lesson

    • Portfolio Management - SS18 - Reading 51 - Basics of Portfolio Planning and Construction - Video Lesson

    • Portfolio Management - SS18 - Reading 52 - The Behavioral Biases of Individuals - Video Lesson

    • Portfolio Management - SS18 - Reading 53 - Introduction to Risk Management - Video Lesson

    • Portfolio Management - SS18 - Reading 54 - Technical Analysis - Video Lesson

    • Portfolio Management - SS18 - Reading 55 - Fintech in Investment Management - Video Lesson

  • 11

    Ethical and Professional Standards

    • Ethical and Professional Standards - Notes

    • Ethical and Professional Standards - Video Lesson 1

  • 12

    Final Mock Exam [All Topics]

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

Preparing for Level I exam in 2021?

Buy the 2021 CFA Level I Self-paced course here!

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/