Continuing Education Program
Chartered Financial Analyst (CFA®)
The CFA is the most globally recognized and valued credential in the field of finance. It provides evidence of professionalism and excellence in investment management. The successful completion of the course with at least one examination will give the candidate an opportunity for career advancement in the financial sector. The charter allows entry into several fields including risk management, investment banking, equity analysis, portfolio management, fixed income, and investment advising.
Students may register for individual courses or enroll in the full program.
Eligibility Requirements
There are no requirements to register for the CFA course or take
the examination. However, in order to be eligible for the charter, the
candidate must meet the following requirements:
- Sequentially pass Level I, II, and III exams
- Have a university degree (or equivalent) and four years of relevant work experience
- Provide professional references (Level III)
- Join the CFA Institute as a member and apply for membership in a local CFA Institute Society
- Submit a professional conduct statement
Exam/Course Topical Outline (see www.cfainstitute.org)
- Ethical and Professional Standards (9 hours)
- Quantitative Methods (24 hours)
- Economics (18 hours)
- Financial Reporting and Analysis (30 hours)
- Corporate Finance (9 hours)
- Equity Investments (15 hours)
- Fixed Income (15 hours)
- Derivatives (9 hours)
- Alternative Investments (6 hours)
- Portfolio Management and Wealth Planning (6 hours)
Duration: 47 sessions (2 sessions per week, 3 hours per session) Four-day boot camp
Total Contact Hours: 173 hours
Course Descriptions
Ethical and Professional Standards
This course covers professional standards of practice and ethical practices.
Quantitative Methods
This course focuses on the time value of money, probability distributions and descriptive statistics, sampling and estimation, hypothesis testing, correlation analysis and regression, time series analysis, simulation analysis, and technical analysis.
Economics
This course focuses on market forces of supply and demand, firm and industry organization, measuring national income and growth, business cycles, monetary system, inflation, international trade and capital flows, currency exchange rates, monetary and fiscal policy, economic growth and development, effects of government regulations, and the impact of economic factors on investment markets.
Financial Reporting and Analysis
This course discusses financial reporting systems, principal financial statements, analysis of inventories, analysis of long-lived assets, analysis of taxes, analysis of debt, analysis of off-balance-sheet assets and liabilities, analysis of pensions, stock compensation, employee benefits, analysis of inter-corporate investments, analysis of business combinations, analysis of global operations, and ratio and financial analysis.
Corporate Finance
This course examines corporate IT governance, dividend policy, capital investment decisions, business and financial risk, long-term financial policy, short-term financial policy, mergers and acquisitions, and corporate restructuring.
Equity Investments
This course focuses on equity securities, equity markets, fundamental analysis, the valuation of individual equity securities, equity market valuation and return analysis, special applications of fundamental analysis, and equity of hybrid investment vehicles.
Fixed Income
This course examines types of fixed-income securities, fixed-income markets, fixed-income valuation, return analysis, term structure determination and yield spreads, analysis of interest rate risk, analysis of credit risk, valuing bonds with embedded options, and structured products.
Derivatives
This course discusses types of derivative instruments, forward markets and instruments, futures markets and instruments, options markets and instruments, swaps markets and instruments, and credit derivatives markets and instruments.
Alternative Investments
This course focuses on types of alternative investments, real estate, private equity/venture capital, hedge funds, closely-held companies and inactively traded securities, distressed securities/bankruptcies, commodities, and tangible assets with low liquidity.
Portfolio Management and Wealth Planning
This course focuses on portfolio concepts, management of individual/ family investor portfolios, management of institutional investor portfolios, pension plans and employee benefit funds, investment manager selection, mutual funds, pooled funds, ETFs, economic analysis and setting capital market expectations, tax efficiency, asset allocation portfolio construction and revision, equity portfolio management strategies, fixed-income portfolio management strategies, alternative investments management strategies, risk management, execution of portfolio decisions, performance evaluation, and presentation of performance results.

Professional Qualifications
- Chartered Financial Analyst (CFA®)
- Certified Information Systems Auditor (CISA®)
- Certified Information Security Manager (CISM®)
- Professional in Human Resources (PHR®)
- Senior Professional in Human Resources (SPHR®)
- Certified Public Accountant (CPA®)
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