Level 1 CFA® Exam Prep Bootcamp (Part 2/2) from Udemy

We will help you prepare for the CFA® Level 1 Exam.

A record number of candidates registers to take the CFA® exams. Pursuing the credential is a rigorous process, which requires a lot of time and effort. And yet, many people around the world sign up for the CFA® exams. The reason is that a CFA® designation can move your resume to the top of the pile in a competitive job market.

We are proud to present to you a training bootcamp created by 365's team that aims to prepare you for the CFA® Level 1 exam provided by CFA Institute.

The five topics we will cover here are:

· Financial reporting and analysis

· Portfolio management

· Equity

· Fixed income

· Derivatives

This Bootcamp has been designed as a supplement to the official study materials provided by the CFA Institute and should not be seen as a substitute for these materials. Our goal is to make your life a bit easier. The lessons we have prepared are consistent with the current CFA® Level 1 curriculum and exam structure (and will continue to be updated to ensure consistency over time). We cover all Learning Outcome Statements (LOS), and we have dedicated a separate video to each LOS. This ensures that together we will study the concepts that are likely to be tested on the exam.

Why take our bootcamp?

· A successful track record on Udemy – over)

· Carefully scripted and animated tutorials with plenty of real-world examples

· A variety of practice questions at the end of each Reading to test your progress

· Extensive case studies that will help you reinforce what you have learned

· Excellent support: If you don’t understand a concept or you simply want to drop us a line, you’ll receive an answer within one or two business days

· Dynamic: We don’t want to waste your time. The instructors keep up a very good pace throughout the whole course.

We will cover a wide variety of topics, including:

Financial Reporting and Analysis

Understanding income statements, understanding balance sheets, understanding cash flow statements, financial analysis techniques, inventories, long-lived assets, income taxes, non-current liabilities, financial reporting quality, financial statement analysis

Portfolio Management

Overview of portfolio management, portfolio risk and return, portfolio planning and construction, introduction to risk management, fintech in investment management

Equity Investments

Market organization and structure, security market indexes, market efficiency, overview of equity securities, introduction to industry and company analysis, equity valuation

Fixed Income

Defining elements of fixed income securities, issuance, trading, and funding, fixed-income valuation, asset-backed securities, fixed-income risk and return, fundamentals of credit analysis

Derivatives

Introduction to derivative instruments, pricing, and valuation

Each of these topics builds on the previous ones. And this is one of the considerable benefits you will gain by taking our Bootcamp. You will acquire valuable theoretical and practical skills that are necessary for a successful career in the world of investment management, investment banking, and corporate finance.

Moreover, our focus is to teach topics that flow smoothly and complement each other. The course covers exam concepts at a fraction of the cost of traditional programs (not to mention the amount of time you will save).

We are happy to offer an unconditional 30-day money-back guarantee in full. No risk for you. The content of the course is excellent, and this is a no-brainer for us, as we are certain you will love it.

Why wait? Every day is a missed opportunity.

Click the “Buy Now” button and become a part of our program today.

*CFA Institute does not endorse, promote, review or warrant the accuracy or quality of the products or services offered by 365 Careers or Udemy. The CFA Institute Logo, CFA®, and Chartered Financial Analyst® are just a few of the trademarks owned by CFA Institute.*

Please note that the Bootcamp will be split into two courses on Udemy. The reason is that the sheer length of topics we have covered does not allow us to have a single course;

What's inside

Learning objectives

Prepare for the cfa® level 1 exam
Earn one of the most prestigious designations in finance and investment management
Acquire a solid understanding of key business and finance disciplines

Impress interviewers by showing a strong an understanding of finance fundamentals and advanced topics concepts
Study financial reporting, portfolio management, equity investments, fixed income, derivatives

Prepare for the cfa® level 1 exam
Earn one of the most prestigious designations in finance and investment management
Acquire a solid understanding of key business and finance disciplines
Impress interviewers by showing a strong an understanding of finance fundamentals and advanced topics concepts
Study financial reporting, portfolio management, equity investments, fixed income, derivatives

Syllabus

What Does the Course Cover?

Welcome Gift

How to Use a Financial Calculator

Introduction

Traffic lights

Read about what's good

what should give you pause

and possible dealbreakers

Aims to prepare learners for the CFA® Level 1 exam, which can significantly enhance career prospects in the competitive finance job market

Supplements the official study materials provided by the CFA Institute, potentially making exam preparation more manageable and efficient

Covers all Learning Outcome Statements (LOS) with dedicated videos, ensuring comprehensive coverage of examinable concepts

Acquiring valuable theoretical and practical skills that are necessary for a successful career in the world of investment management, investment banking, and corporate finance

Designed as a supplement to the official CFA Institute materials and should not be seen as a substitute for them

Requires learners to have access to a financial calculator, which may represent an additional cost

Reviews summary

Effective cfa level 1 exam supplement

According to learners, this course is a highly effective supplement for CFA Level 1 exam preparation. Many appreciate the dynamic pace and the clear structure, noting that the video per LOS format makes complex topics digestible. Students find the practice questions helpful for testing understanding immediately after concepts are presented. While widely praised for its clarity and efficiency, learners consistently note that it functions best as intended: a supplement requiring additional practice from official materials or question banks for full preparation.

Best used alongside official resources.

"This Bootcamp has been designed as a supplement to the official study materials and should not be seen as a substitute."

"It's a great overview and clarifies concepts, but you absolutely need other question sources."

"While excellent, don't expect this alone to be enough for the exam; use it with CFA books."

"I found it worked best as a quick review or introduction before diving into official material."

Helps solidify understanding after lessons.

"The practice questions at the end of each Reading were great for testing my progress."

"I appreciated the variety of practice questions provided."

"Questions helped me reinforce what I had learned immediately."

"The practice questions were a good starting point after lectures."

Concepts explained in an easy-to-grasp way.

"Carefully scripted and animated tutorials with plenty of real-world examples."

"The instructors explain complex topics very clearly."

"I finally understood some concepts that were confusing in other materials."

"Explanations were straightforward and easy to follow."

Efficient and keeps the learner engaged.

"The instructors keep a very good pace throughout the whole course."

"I found the course dynamic and appreciated that they didn't waste time."

"The pace is fast but easy to follow, covering a lot in a short time."

"Liked how quickly we moved through the material without dwelling too long."

Content aligns well with exam requirements.

"Lessons are consistent with the current CFA® Level 1 curriculum."

"They cover all Learning Outcome Statements (LOS), which is key for the exam."

"I felt confident that the material presented was relevant to the LOS."

"The structure with a dedicated video to each LOS is very helpful for focus."

Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in Level 1 CFA® Exam Prep Bootcamp (Part 2/2) with these activities:

Review Time Value of Money Concepts

Show steps

Strengthen your understanding of fundamental time value of money principles before diving into more complex financial analysis.

Browse courses on Time Value of Money

Show steps

Review the basic formulas for present and future value.
Practice solving problems involving single cash flows and annuities.
Work through examples with different compounding frequencies.

Read 'Financial Statement Analysis' by Krishna Palepu

Show steps

Deepen your understanding of financial statement analysis with a comprehensive textbook.

View Business Analysis and Valuation: IFRS edition on Amazon

Show steps

Read the chapters related to income statements, balance sheets, and cash flow statements.
Work through the examples and practice problems in the book.
Compare the book's explanations with the course materials.

Practice Ratio Analysis Problems

Show steps

Reinforce your understanding of financial ratios by working through a variety of practice problems.

Show steps

Gather a collection of financial statements from different companies.
Calculate key financial ratios for each company.
Interpret the ratios and compare them to industry benchmarks.

Four other activities

Expand to see all activities and additional details

Show all seven activities

Create a Financial Model

Show steps

Apply your knowledge by building a financial model for a publicly traded company.

Show steps

Choose a company and gather its financial statements.
Build a model to forecast future financial performance.
Analyze the model's results and draw conclusions about the company's value.

Read 'Investment Valuation' by Aswath Damodaran

Show steps

Expand your knowledge of valuation techniques with a widely respected book on investment valuation.

View Investment Valuation, University Edition: Tools... on Amazon

Show steps

Read the chapters related to discounted cash flow analysis and relative valuation.
Work through the examples and case studies in the book.
Apply the valuation techniques to real-world companies.

Analyze a Company's Financial Health

Show steps

Consolidate your learning by conducting a thorough analysis of a company's financial health.

Show steps

Select a publicly traded company.
Gather its financial statements and other relevant information.
Analyze the company's financial performance, liquidity, and solvency.
Write a report summarizing your findings and recommendations.

Build a Stock Pitch Presentation

Show steps

Synthesize your knowledge by creating a stock pitch presentation for a potential investment.

Show steps

Choose a company to pitch.
Research the company's business, industry, and financial performance.
Develop a compelling investment thesis.
Create a presentation that effectively communicates your analysis and recommendation.

Career center

Learners who complete Level 1 CFA® Exam Prep Bootcamp (Part 2/2) will develop knowledge and skills that may be useful to these careers:

Investment Analyst

Investment analysts assess investment opportunities, providing research and recommendations to portfolio managers. This career requires a strong understanding of financial markets and instruments, which this course can help provide through its study of portfolio management, equity investments, fixed income, and derivatives. An investment analyst benefits from a high degree of familiarity with financial reporting and analysis, and this course covers financial statements and various financial analysis techniques. This course focuses on teaching concepts consistent with the CFA Level 1 curriculum which helps prepare individuals for the rigorous demands of this role. This course may be particularly useful for individuals who wish to work in the world of investment management.

See salaries and explore the career path for Investment Analyst

Equity Research Analyst

An equity research analyst researches and analyzes public companies to provide investment recommendations to clients. This training in financial reporting and statement analysis is essential for an equity research analyst, because it helps them understand a company's financial health. Equity investments, as studied in this course, are a main focus of this career, making this course particularly relevant. This course also covers portfolio management, fixed income, and derivatives which may also be helpful to those working in equity research. The focus of this course on CFA Level 1 curriculum may help those who wish to work in the field of investment management.

See salaries and explore the career path for Equity Research Analyst

Hedge Fund Analyst

A hedge fund analyst works to evaluate and make investment recommendations to hedge fund managers. They rely on a thorough understanding of financial markets and instruments. This course provides a basis in multiple relevant areas: financial reporting, portfolio management, equity investments, fixed income, and derivatives. This education may be useful, as it is consistent with the CFA Level 1 curriculum. A hedge fund analyst needs to understand both the overall portfolio and individual investments, which this course can help provide.

See salaries and explore the career path for Hedge Fund Analyst

Credit Analyst

Credit analysts evaluate the creditworthiness of borrowers, assessing their ability to repay debt. This career relies on a strong understanding of financial statements, which this course provides through its coverage of financial reporting and analysis, including income statements, balance sheets, and cash flow statements. Further, this course covers fixed income securities, which are at the heart of credit analysis. This course may help those wishing to pursue a career in credit analysis. The study of financial ratios and their application to credit analysis in this course is directly applicable to this role.

See salaries and explore the career path for Credit Analyst

Portfolio Manager

Portfolio managers construct and manage investment portfolios to meet specific financial goals and risk tolerance of their clients. This career needs a solid understanding of portfolio management, which is a core topic of this course. The course also covers equity investments, fixed income, and derivatives, which are all important asset classes that a portfolio manager may encounter. A background in financial reporting and analysis, as taught in this preparatory course, may be useful to a portfolio manager's ability to understand the performance of their investments. This course may help individuals who wish to pursue a career in portfolio management.

See salaries and explore the career path for Portfolio Manager

Financial Analyst

A financial analyst leverages financial data to provide insights and recommendations to their company or clients. This career relies heavily on understanding financial statements, and this course helps build a foundation in financial reporting and analysis, which includes understanding income statements, balance sheets and cash flow statements. This training also covers financial analysis techniques, including ratios. By teaching core concepts that include financial reporting, portfolio management, equity, fixed income, and derivatives, this course may help prepare aspiring financial analysts for the rigors of their work. This course is designed to supplement the official CFA study materials which may be useful to a financial analyst.

See salaries and explore the career path for Financial Analyst

Corporate Finance Analyst

Corporate finance analysts help companies make sound financial decisions, manage capital, and plan for the future. A thorough understanding of financial reporting and analysis, as covered in the course, is crucial for this career. This training also covers portfolio management, equity investments, fixed income, and derivatives. This may help corporate finance analysts understand the implications of different investment decisions on corporate performance. This training, especially its consistency with CFA Level 1 curriculum, may be useful to individuals working in corporate finance.

See salaries and explore the career path for Corporate Finance Analyst

Private Equity Analyst

Private equity analysts research investment opportunities, conduct due diligence, and support investment decisions. This career needs a broad financial knowledge, which this course helps to deliver. Financial reporting and analysis helps the analyst understand a company's state, while the study of portfolio management, equity, and fixed income is useful for evaluating investment options. This course, designed to supplement the official CFA materials, may help students who wish to work in private equity.

See salaries and explore the career path for Private Equity Analyst

Investment Banking Associate

An investment banking associate assists in executing various financial transactions, including mergers, acquisitions, and capital raising. This career benefits from a strong grasp of financial analysis, which this course provides. The course covers financial reporting and analysis, portfolio management, equity investments, fixed income, and derivatives. This helps build a comprehensive understanding of finance. While the role is not solely focused on investment management, the knowledge of financial instruments and markets in this course may be useful. The course is consistent with the CFA Level 1 curriculum, which may be particularly relevant for individuals who wish to work in the world of investment banking.

See salaries and explore the career path for Investment Banking Associate

Risk Analyst

Risk analysts aim to identify and assess the potential financial risks faced by a company or financial institution. This course, while not directly focused on risk modeling, may help build a foundation in the financial concepts necessary for a risk analyst. This course's study of financial reporting and analysis, as well as portfolio management, and derivatives may be helpful to understand various financial instruments and their potential risk exposure. It may also improve a risk analyst's understanding overall market risk and financial statements. This course, which prepares students for the CFA exam, may be useful for a career in risk management.

See salaries and explore the career path for Risk Analyst

Financial Planner

Financial planners work with individuals to help them achieve long-term financial goals. While this career is not solely focused on quantitative finance, this course helps build a foundation in financial analysis and investment. Financial reporting and analysis, as well as portfolio management, contribute to a financial planner's understanding of their clients' financial landscape. This course, designed to prep for the CFA Level 1 exam, may be useful if one wants to gain a more thorough understanding of financial instruments. This course might provide a useful baseline for a financial planner.

See salaries and explore the career path for Financial Planner

Financial Consultant

Financial consultants provide expert advice to clients on various financial matters, including investments and financial planning. A broad understanding of finance is vital to this career, and the course helps deliver that, through financial reporting, portfolio management, equity investments, fixed income, and derivatives. While not all consultants need to be experts in every asset class, the basic coverage of the material provided by this course may be valuable. The course is designed to be consistent with the CFA Level 1 curriculum, which may show interviewers a strong knowledge of finance.

See salaries and explore the career path for Financial Consultant

Treasury Analyst

A treasury analyst is responsible for managing a company's cash flow, investments, and funding activities. This career needs a high level of understanding of financial markets and risk management. This course study of financial reporting and analysis, portfolio management, and fixed income are all useful foundations of treasury management. This curriculum may be useful to those wishing to pursue a career in treasury and corporate finance departments. The course is consistent with the curriculum of the CFA Level 1 exam, which may be very helpful to a Treasury Analyst.

See salaries and explore the career path for Treasury Analyst

Fund Accountant

Fund accountants maintain financial records and prepare financial statements for investment funds. While not an investment role, a fund accountant must understand the nature of financial instruments. This course, with its focus on financial reporting and analysis, may be especially useful to a fund accountant. It also introduces students to portfolio management, equity investments, fixed income, and derivatives, which will help a fund accountant understand the types of assets they are accounting for. This course may be helpful to those working as fund accountants. This course may help them understand the financial statements they are working with.

See salaries and explore the career path for Fund Accountant

Quantitative Analyst

A quantitative analyst develops and implements mathematical and statistical models for financial markets. While this course is not directly focused on quantitative methods, it provides a useful foundation in financial instruments for a quantitative analyst to understand. The course's focus on portfolio management, equity investments, fixed income, and derivatives helps develop a framework for a future quantitative analyst to build their models and strategies upon. This course may be more useful for a candidate with prior experience, or for an individual working on transitioning into a quantitative role. This preparatory course may be a helpful starting point for a quantitative analyst that wishes to learn more about finance.

See salaries and explore the career path for Quantitative Analyst

Level 1 CFA® Exam Prep Bootcamp (Part 2/2)

What's inside

Learning objectives

Syllabus

Traffic lights

Save this course

Reviews summary

Effective cfa level 1 exam supplement

Activities

Career center

Reading list

Share

Similar courses