Curso de Preparación CFA Level I

Comprende los 10 temas de la currícula oficial del CFA Institute. Los pesos de los temas son clave para los planes de estudio de CFA, ya que guía a los candidatos sobre la importancia de cada tema para los exámenesEthics - 15-20%Ethics and Trust in the Investment ProfessionCode of Ethics and Standards of Professional ConductGuidance for Standards I–VIIIntroduction to the Global Investment Performance Standards (GIPS) Ethics ApplicationFixed Income - 11-14%Fixed-Income Instrument FeaturesFixed-Income Cash Flows and TypesFixed-Income Issuance and TradingFixed-Income Markets for Corporate IssuersFixed-Income Markets for Government IssuersFixed-Income Bond Valuation: Prices and YieldsYield and Yield Spread Measures for Fixed-Rate BondsYield and Yield Spread Measures for Floating-Rate InstrumentsThe Term Structure of Interest Rates: Spot, Par, and Forward Curves Interest Rate Risk and ReturnYield-Based Bond Duration Measures and Properties Yield-Based Bond Convexity and Portfolio Properties Curve-Based and Empirical Fixed-Income Risk Measures Credit RiskCredit Analysis for Government IssuersCredit Analysis for Corporate IssuersFixed-Income SecuritizationAsset-Backed Security (ABS) Instrument and Market Features Mortgage-Backed Security (MBS) Instrument and Market FeaturesEquity - 11-14%Market Organization and Structure Security Market IndexesMarket EfficiencyOverview of Equity SecuritiesCompany Analysis: Past and Present Industry and Competitive Analysis Company Analysis: ForecastingEquity Valuation: Concepts and Basic ToolsFinancial Statement Analysis - 11-14%Introduction to Financial Statement Analysis Analyzing Income StatementsAnalyzing Balance SheetsAnalyzing Statements of Cash Flows I Analyzing Statements of Cash Flows II Analysis of InventoriesAnalysis of Long-Term AssetsTopics in Long-Term Liabilities and Equity Analysis of Income TaxesFinancial Reporting QualityFinancial Analysis TechniquesIntroduction to Financial Statement ModelingPortfolio Management - 8-12%Portfolio Risk and Return: Part IPortfolio Risk and Return: Part IIPortfolio Management: An OverviewBasics of Portfolio Planning and Construction The Behavioral Biases of Individuals Introduction to Risk ManagementAlternative Investments - 7-10%Alternative Investment Features, Methods, and Structures Alternative Investment Performance and Returns Investments in Private Capital: Equity and DebtReal Estate and InfrastructureNatural ResourcesHedge FundsIntroduction to Digital AssetsQuantitative Methods - 6-9%Rates and ReturnsTime Value of Money in FinanceStatistical Measures of Asset ReturnsProbability Trees and Conditional Expectations Portfolio MathematicsSimulation MethodsEstimation and InferenceHypothesis TestingParametric and Non-Parametric Tests of Independence Simple Linear RegressionIntroduction to Big Data TechniquesEconomics - 6-9%The Firm and Market Structures Understanding Business Cycles Fiscal PolicyMonetary PolicyIntroduction to Geopolitics International TradeCapital Flows and the FX Market Exchange Rate CalculationsCorporate Issuers - 6-9%Organizational Forms, Corporate Issuer Features, and Ownership Investors and Other StakeholdersCorporate Governance: Conflicts, Mechanisms, Risks, and Benefits Working Capital and LiquidityCapital Investments and Capital Allocation Capital StructureBusiness ModelsDerivatives - 5-8%Derivative Instrument and Derivative Market FeaturesForward Commitment and Contingent Claim Features and Instruments Derivative Benefits, Risks, and Issuer and Investor UsesArbitrage, Replication, and the Cost of Carry in Pricing DerivativesPricing and Valuation of Forward Contracts and for an Underlying with Varying MaturitiesPricing and Valuation of Futures ContractsPricing and Valuation of Interest Rates and Other SwapsPricing and Valuation of OptionsOption Replication Using Put–Call ParityValuing a Derivative Using a One-Period Binomial Model