INTRODUCtioN
The Chartered Financial Analyst® (CFA) credential has become the most respected and recognized investment designation in the world. The CFA Program curriculum covers concepts and skills that will be used at all stages of one's career, bridging academic theory, current industry practice, and ethical and professional standards to provide a strong foundation of advanced investment analysis and real-world portfolio management skills.
The CFA Program is organized into three levels, each culminating in a six-hour exam. The program curriculum progresses in complexity as you move through the three levels:
- Level I: Focuses on a basic knowledge of the ten topic areas and simple analysis using investment tools.
- Level II: Emphasizes application of investment tools and concepts with a focus on valuation of all types of assets.
- Level III: Focuses on synthesizing all of the concepts and analytical methods in a variety of applications for effective portfolio management and wealth planning.
The following article will consist of a set of review material, prepared by myself, for the Level I exam preparation. The links will appear as soon as I go through a chapter (read it, summarized it) related to that particular chapter.
Here's the links to the pages of this article (only Financial Statement Analysis for now).
Please do not hesitate to contact me should any questions arise.
-
Ethical and Professional Standards
-
Quantitative Methods
-
Economics
-
Financial Statement Analysis
-
Corporate Finance
-
Equity Investments
-
Derivative Investments
-
Fixed Income Investments
-
Alternative Investments
-
Portfolio Management
<
>
Chapter 5. The Time Value of Money
Chapter 6. Discounted Cash Flows Applications
Chapter 7. Statistical Concepts and Market Returns
Chapter 8. Probability Concepts
Chapter 9. Common Probability Distributions
Chapter 10. Sampling and Estimation
Chapter 11. Hypothesis Testing
Chapter 12. Technical Analysis
Chapter 6. Discounted Cash Flows Applications
Chapter 7. Statistical Concepts and Market Returns
Chapter 8. Probability Concepts
Chapter 9. Common Probability Distributions
Chapter 10. Sampling and Estimation
Chapter 11. Hypothesis Testing
Chapter 12. Technical Analysis
Reading 22. Financial Statement Analysis An Introduction
Reading 23. Financial Reporting Mechanics
Reading 24. Financial Reporting Standards
Reading 25. Understanding Income Statements
Reading 26. Understanding Balance Sheets
Reading 27. Understanding Cash Flow Statements
Reading 28. Financial Analysis Techniques
Reading 29. Inventories
Reading 30. Long-Lived Assets
Reading 31. Income Taxes
Reading 32. Non-current (Long-term) Liabilities
Reading 33. Financial Reporting Quality : Red Flags and Accounting Warning Signs
Reading 34. Accounting Shenanigans on the Cash Flow Statement
Reading 35. Financial Statement Analysis : Applications
Reading 23. Financial Reporting Mechanics
Reading 24. Financial Reporting Standards
Reading 25. Understanding Income Statements
Reading 26. Understanding Balance Sheets
Reading 27. Understanding Cash Flow Statements
Reading 28. Financial Analysis Techniques
Reading 29. Inventories
Reading 30. Long-Lived Assets
Reading 31. Income Taxes
Reading 32. Non-current (Long-term) Liabilities
Reading 33. Financial Reporting Quality : Red Flags and Accounting Warning Signs
Reading 34. Accounting Shenanigans on the Cash Flow Statement
Reading 35. Financial Statement Analysis : Applications
A word of advice, before beginning to attempt the CFA Exam Level I Preparations, you should order your CFA-compliant calculator, so you can get used to it. There are only (i) the Texas Instrument BA II plus, (ii) and the Hewlett Packard 12C authorized during the CFA Exams. Below are Amazon links to the calculators:
|