CFA ® Exam Level I Intensive Review - Week Long Program

With only a few weeks left until one of the most difficult exams you'll ever take, it's time to ask, ''Am I really prepared?'' Individual study is crucial, but group work can boost individual efforts.

The intensive review class covers the most important topics of the exam—not just test hints and tips. Instructors make sure participants don't miss a single CFA Institute learning outcome statement, focusing on the key elements necessary to accelerate the review and maximize success. Financial calculator required.

Please note: Ethics topics will not be covered during the Weeklong Intensive course due to time constraints. The Weeklong Intensive Review is not covered by a money back guarantee.


To take the CFA® Exam, you must be enrolled with CFA Institute, a global membership association that administers the Chartered Financial Analyst® (CFA) and Certificate in Investment Performance Measurement (CIPM) curriculum and exam programs worldwide. For more information about the exam or how to enroll, call 800-247-8132 or visit www.cfainstitute.org. CFA Institute does not endorse, promote, review, or warrant the accuracy of the products or services offered by New York Institute of Finance (NYIF) or verify or endorse the pass rates claimed by NYIF. CFA® and Chartered Financial Analyst® are trademarks owned by CFA Institute.
No advance preparation required.
"A comprehensive review!"
"Good review in a short time period."
Whenever possible, New York Institute of Finance avoids scheduling courses on holidays and religious observances. However, due to the demanding nature of CFA® Exam preparation, review sessions will be held as scheduled. We regret that sessions cannot be rescheduled to accommodate individual delegates.
Day 1

Quantitative Methods 1

  • Statistics
  • Probability Concepts
  • Common Probability Distribution

Quantitative Methods 2

  • Sampling and Estimation
  • Hypothesis Testing
  • Correlation
  • Regression

Portfolio Management

  • Security Market Line
  • Asset Allocation
  • Portfolio Theory

Day 2

Equity

  • Dividend Discount Model
  • Industry Analysis
  • Company Analysis
  • Technical Analysis
  • Price Multiples

Debt Instrument 1

  • Basic Concepts and Risks
  • Bond Sectors and Instruments
  • Yield Spreads

Debt Investments 2

  • Spot versus Forward Rates
  • Measurement of Interest Rate Risk

Derivatives

  • Forward Markets
  • Futures Markets
  • Options
  • Swaps

Day 3

Financial Statement Analysis 1

  • Framework for Financial Statement Analysis
  • Long-Term Assets
  • Income and Assets
  • Statement and Analysis of Cash Flows

Financial Statement Analysis 2

  • Financial Ratios
  • Earnings per Share

Day 4

Financial Statement Analysis 3

  • Inventories
  • Capitalization
  • Depreciation and Impairment

Financial Statement Analysis 4

  • Income Taxes
  • Financial Liabilities
  • Leases and Off-Balance Sheet Debt

Day 5

Economics

  • Microeconomic Analysis
  • Global Economic Analysis
  • Macroeconomic Analysis

Corporate Finance

  • Cost of Capital
  • Capital Budgeting
  • Capital Structure and Leverage
  • Dividend Policy

Securities Markets

  • Organization
  • Efficient Capital Markets

Alternative Investments

  • Fund Types and Valuation
  • Exchange Traded Funds
  • Real Estate
  • Hedge Funds

                        Please note: The order in which topics will be covered is subject to change. A finalized topics schedule will be distributed to all delegates at the first class session.

Clients who register for this course will receive a complimentary 6 month subscription to the Financial Times and FT.com. The Financial Times is the world's most respected financial newspaper, providing a broad assessment on finance, business and the industrial sector. Subscriptions will start within 6-8 weeks of the application process and are limited to one per client. For questions about your subscriptions call 800-628-8088 or email uscirculation@ft.com. US and Canada enrollees only.

Lunch included for all students taking day classes.