Expert in Financial Analysis (Chartered Financial Analyst – CFA Level I)
DURATION
200 Hours
LANGUAGES
Spanish, English
PACE
Full time
APPLICATION DEADLINE
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EARLIEST START DATE
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TUITION FEES
EUR 1,375 *
STUDY FORMAT
On-Campus
* price for non-resident non-community students is just approximate since then each academic rate is different.
Introduction
The Chartered Financial Analyst (CFA) is the financial certification considered by many as the passport of the investment industry since, as explained by the CFA Institute, the CFA Program offers its candidates in-depth knowledge of the different economic-financial areas currently in demand. by the investment industry and specialization in financial asset management.
It is the most prestigious international financial accreditation and since its inception in 1963, the number of candidates has grown year after year, reaching its peak in 2019 with more than 270,000 people submitted.
In the face-to-face sessions, the academic content of the study plan will be explained and all the theoretical concepts will be reinforced with the resolution of multiple-choice questions. The multiple-choice questions will be similar to those that the candidate would encounter on the official date of the CFA certification.
The course consists of 59 readings + 1 calculator use session (in the Quantitative Methods module) + 2 complete mock exams (10 hours).
There will be a written test at the end of the course with multiple choice questions in English from all the course modules. This test will be similar to the mock exams carried out during the training.
The high number of candidates for the CFA is attributed to two main reasons: on the one hand, more and more companies are demanding that their employees obtain the CFA certification and, on the other hand, obtaining this certification facilitates job promotions. and the increase in the annual salary, in fact, the average salary band of a CFA is between 50,000 and 200,000 gross dollars per year depending on the job position and the geographical area in which the work activity is carried out.
There are currently more than 167,000 members of the CFA Institute spread over more than 140 countries and there are 137 member societies in 60 different countries, therefore, being part of this certification greatly expands networking opportunities internationally.
In Spain there are only 820 people with the 3 levels approved and the rapid internationalization that we are witnessing, especially in the financial world, is causing consultants, commercial banks, investment banks, investment fund managers, financial boutiques, etc. are establishing as fundamental requirement to obtain the CFA certification as a guarantee of permanence and promotion within corporate structures.
Goals
The accreditation consists of three levels and this course aims to provide students with sufficient knowledge so that they can successfully pass the test leading to the Chartered Financial Analyst - CFA Level I. In short, the course tries to provide the student with the tools and the basic theoretical-practical financial concepts used in the analysis and management of investments using Anglo-Saxon terminology, also guaranteeing their adequate preparation to successfully pass level I of the CFA (Chartered Financial Analyst) designation of the CFA Institute. Bearing in mind that the CFA Institute recommends a dedication of approximately 200/300 hours of study and individual work,
Admissions
Curriculum
Modality: Face-to-face (with the possibility of connecting online through Microsoft Teams)
The completion of a classic program typically entails earning 20 ECTS credits
Contact Hours: 200
- Quantitative Methods
- Financial Statement Analysis
- Alternative Investments
- Economics
- Corporate Issuers
- Equity Investments
- Derivatives
- fixed-income
- Portfolio Management
- Ethics and Professional Standards
- Mock Exams
Program Outcome
General skills
- Financial information management capacity
- Written communication of financial jargon in English
- Ability to make financial decisions
- The critical capacity of the financial situation
- Ability to analyze information and search for solutions to problems raised
- Autonomous Learning
Specific skills
- Manage the various measures of profitability and results
- Know the theory of portfolios and the selection of investments.
- Being able to develop a methodology for the analysis and selection of financial assets and products
- Know the advanced measures and techniques of financial risk management
- You will know how to identify and use investment analysis and management tools, and risk control.
- Design strategies through derivative products and complex structures.
- Know the advances in financial engineering and its implications
- Know how to handle and interpret advanced quantitative methods