Advantage Montreal Seminars Inc.

CFA ® Course Outline

 
 

CFA Level 1 Course

1.          Ethics & Professional Standards
2-3.       Quantitative Methods
4-6.       Economics- Alternative investments
7-10.     Financial Statement Analysis
11.        Corporate Finance

12.        Portfolio Management
13.        Securities Markets
14.        Equity investments
15-16.   Debt  Investments
17.        Derivative investments
18.        Alternative investments

Exam Writing Strategies

2 Exam Simulations (3 hours each)

CFA Level 2 Course

1-2.       Ethics & Professional Standards
3.          Quantitative methods for valuation
4.          Economics for valuation
5-7.       Financial Statement Analysis
8-9.       Corporate Finance
10.        Basic Valuation Concepts
11-13.  Equity Investments
14-15.  Debt Investments
16-17.  Derivative Investments 
18.        Portfolio Management

Exam Writing Strategies

2 Exam Simulations (3 hours each)

CFA Level 3 Course

1-2.    Ethics & Professional Standards
3.       Quantitative methods for port.  Management
4.       Economics for portfolio management
5.       Market Indexes & Global Equity Investments
6-7.   Debt Investments
8.      Alternative investments

9-18.  Portfolio Management

           - Investment policy for individual investors       - Investment policy for institutional investors
           - Asset allocation                                                       - Portfolio management (forwards & futures)
           - Portfolio management (options & swaps)        - Portfolio strategies & issues
           - Risk considerations                                               - Performance evaluation & attribution
           - Global investment performance standards     - Global investment process

 

Exam Writing Strategies

 

2 Exam Simulations (3 hours each)

 

CFA Institute does not endorse, promote, review, or warrant the accuracy of the products or services offered by Advantage Montreal CFA Review or verify or endorse the pass rates claimed by Advantage Montreal CFA Review.  CFA ® and Chartered Financial Analyst ™are trademarks owned by CFA Institute.