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

· Ethical and Professional Standards

· Portfolio Management

· Economics

· Corporate Finance

· Alternative Investments

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 their 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:

Ethics

Ethics and trust in the investment profession, Code of Ethics and Standards of Professional Conduct, the Global Investment Performance Standards (GIPS)

Quantitative Methods

The time value of money, Discounted cash flow applications, Statistical concepts and market returns, Probability concepts, Common probability distributions, Sampling and estimation, Hypothesis testing, Technical analysis

Corporate Finance

Corporate governance, Capital budgeting, Cost of capital, Measures of leverage, Working capital management

Economics

Demand and supply analysis, The firm and market structures, Aggregate output and economic growth, Understanding business cycles, Monetary and fiscal policy, International trade and capital flows, Currency exchange rates

Alternative Investments

Categories of alternative investments, Potential benefits of alternative investments, Issues in valuing and calculating returns on alternative investments

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 guaranteein 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 ethics, quantitative methods (statistics and probability), corporate finance, economics, and alternative investments
Understand the global investment performance standards (gips)

Learn about the time value of money, discounted cash flow applications, statistical concepts and market returns, probability and probability distributions, sampling and estimation, hypothesis testing, and technical analysis
Acquire an understanding of corporate governance, capital budgeting, cost of capital, measures of leverage, and working capital management
Gain an understanding of fundamental topics like demand and supply, firm and market structure, economic growth, business cycles, monetary trade and capital flows, and currency exchange rates
Show more
Show less

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 ethics, quantitative methods (statistics and probability), corporate finance, economics, and alternative investments
Understand the global investment performance standards (gips)
Learn about the time value of money, discounted cash flow applications, statistical concepts and market returns, probability and probability distributions, sampling and estimation, hypothesis testing, and technical analysis
Acquire an understanding of corporate governance, capital budgeting, cost of capital, measures of leverage, and working capital management
Gain an understanding of fundamental topics like demand and supply, firm and market structure, economic growth, business cycles, monetary trade and capital flows, and currency exchange rates
Show more
Show less

Syllabus

What Does the Course Cover?

Time Value of Money

Welcome Gift

How to Use a Financial Calculator

Here are the answers and explanations of the questions

Traffic lights

Read about what's good

what should give you pause

and possible dealbreakers

Covers Learning Outcome Statements, ensuring learners study concepts likely to be tested on the exam, which is crucial for effective preparation

Designed as a supplement to the official study materials provided by the CFA Institute, which may require learners to purchase additional materials

Explores ethics and trust in the investment profession, which are fundamental for maintaining integrity and building client confidence

Examines quantitative methods, including time value of money and discounted cash flow applications, which are essential for financial analysis

Includes practice questions and case studies, which help reinforce learning and test progress throughout the course

Bootcamp is split into two courses, which may require learners to enroll in both parts to get the full benefit of the material

Reviews summary

Effective cfa level 1 exam supplement

According to students, this course is a highly effective supplementary resource for preparing for the Level 1 CFA exam. Learners frequently praise the clarity of explanations provided by the instructors, noting how they simplify complex topics. The course maintains a good pace, allowing candidates to cover the extensive material efficiently. Many find the practice questions and case studies particularly helpful for reinforcing understanding and testing knowledge. Students also highlight the excellent value for money compared to other prep options. While designed as a supplement, it is widely regarded as a valuable and well-structured component of a study plan.

Offers significant value for its cost.

"Excellent value for the cost compared to other CFA prep programs I looked at."

"Much cheaper than traditional prep but still very effective for learning the material."

"Worth every penny for the material covered and the clarity provided."

"Affordable and high quality."

The course moves at an efficient, engaging pace.

"The course moves at a good pace, covering a lot without feeling rushed."

"I liked the dynamic pace, it kept me engaged throughout the sections."

"They cover everything needed efficiently, which is great for exam prep."

"It was easy to stay focused with the instructor's pace."

Practice questions reinforce understanding effectively.

"The practice questions after each section are very helpful for testing understanding."

"The case studies helped reinforce what I learned from the lectures."

"Doing the practice problems made the material stick much better than just reading."

"Essential practice for the exam."

Complex finance concepts are explained clearly.

"The way concepts are explained is very clear, making complex topics easy to grasp."

"I really appreciate the clarity of the lectures, it helped solidify the material for me."

"The instructor does a fantastic job breaking down difficult concepts into understandable parts."

"Finally, explanations that make sense!"

Excellent as a supplementary study tool.

"This course is a great supplement to the CFA curriculum, adding another perspective."

"I used this alongside the official books and it really helped connect the dots."

"Perfect as an additional resource for my studies."

"Highly recommended as a complement to primary study materials."

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 1/2) with these activities:

Review Basic Statistics Concepts

Show steps

Strengthen your understanding of fundamental statistical concepts to better grasp the quantitative methods used in the CFA Level 1 exam.

Browse courses on Statistics

Show steps

Review key statistical terms and formulas.
Work through practice problems on mean, variance, and standard deviation.
Familiarize yourself with different types of data distributions.

Create Flashcards for Key Formulas

Show steps

Solidify your knowledge of essential formulas by creating flashcards, a helpful tool for memorization and quick review.

Show steps

Identify the most important formulas from each section of the course.
Create flashcards with the formula on one side and a brief explanation on the other.
Review the flashcards regularly to reinforce your memory.

Read 'Investment Ethics' by Sarah Peck

Show steps

Deepen your understanding of ethical considerations in investment management, a crucial component of the CFA Level 1 exam.

View The Trustee Governance Guide: The Five... on Amazon

Show steps

Read the book, focusing on case studies and practical examples.
Reflect on how the ethical principles apply to different investment scenarios.
Discuss the book's key takeaways with peers or mentors.

Four other activities

Expand to see all activities and additional details

Show all seven activities

Participate in a Study Group

Show steps

Collaborate with peers to review course material, discuss challenging concepts, and reinforce your understanding.

Show steps

Form a study group with other students preparing for the CFA Level 1 exam.
Schedule regular meetings to review course material and practice problems.
Share your knowledge and learn from your peers.

Practice Time Value of Money Problems

Show steps

Reinforce your understanding of time value of money concepts through repetitive practice, a fundamental skill for the CFA Level 1 exam.

Show steps

Solve a variety of time value of money problems, including present value, future value, and annuities.
Use a financial calculator to verify your answers.
Review the solutions and identify areas where you need more practice.

Study 'Economics for Investment Decision Makers' by Christopher D. Piros

Show steps

Expand your understanding of economics and its impact on investment decisions, a key area covered in the CFA Level 1 exam.

View Economics for Investment Decision Makers: Micro... on Amazon

Show steps

Read the book, paying close attention to the economic models and their applications.
Relate the economic concepts to real-world investment scenarios.
Summarize the key economic indicators and their significance.

Analyze a Company's Financial Statements

Show steps

Apply your knowledge of corporate finance by analyzing a real company's financial statements, enhancing your practical skills.

Show steps

Choose a publicly traded company and download its financial statements.
Calculate key financial ratios and analyze the company's performance.
Write a report summarizing your findings and conclusions.

Career center

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

Financial Analyst

A financial analyst is involved in assessing the financial performance of a company, and the Level 1 CFA® Exam Prep Bootcamp (Part 1/2) is extremely helpful for this career. This role often entails preparing reports and recommendations, performing valuations, and creating financial models. The course's focus on corporate finance, economics, and quantitative methods will help build a strong foundation in the fundamentals needed for a career as a financial analyst. In particular, the course covers capital budgeting, cost of capital, and measures of leverage, topics directly relevant to this role.

See salaries and explore the career path for Financial Analyst

Investment Banking Analyst

An investment banking analyst helps companies raise capital through the issuance of debt and equity. The Level 1 CFA® Exam Prep Bootcamp (Part 1/2) provides the necessary knowledge of finance needed to perform this role. These analysts work on mergers and acquisitions, conduct due diligence, and develop financial models and presentations. The course material, particularly regarding corporate finance, economics, and alternative investments, is invaluable. A strong understanding of topics such as valuation and financial analysis is key for success as an investment banking analyst, and this course may help build those skills.

See salaries and explore the career path for Investment Banking Analyst

Portfolio Manager

Portfolio managers make investment decisions for individual and institutional clients, and a course focusing on the CFA Level 1 exam, such as Level 1 CFA® Exam Prep Bootcamp (Part 1/2), is quite useful for this role. The role requires a strong understanding of asset valuation, portfolio theory, and risk management. The course's coverage of portfolio management, alternative investments, and ethical standards helps to build a theoretical framework to prepare for this role. The course’s overview of the Global Investment Performance Standards is quite useful for establishing a strong foundation and practical knowledge of this field.

See salaries and explore the career path for Portfolio Manager

Equity Research Analyst

An equity research analyst is responsible for researching and analyzing publicly traded companies and providing buy, sell, or hold recommendations to clients. The Level 1 CFA® Exam Prep Bootcamp (Part 1/2) provides a solid base of knowledge for this career. They conduct financial analysis, build models, and assess economic trends that can impact a company's performance. The course’s lessons on corporate finance, economics, and quantitative methods provide a substantial base on which to build the skills necessary for this role. The course may be particularly helpful with respect to its deep dive into financial statement analysis and valuation techniques.

See salaries and explore the career path for Equity Research Analyst

Hedge Fund Analyst

Hedge fund analysts are involved in researching and identifying investment opportunities for hedge funds, and a course providing preparation for the CFA Level 1 exam, such as Level 1 CFA® Exam Prep Bootcamp (Part 1/2), can be helpful for this career. They analyze a variety of financial instruments, assess risk, and develop investment strategies. The course’s study of alternative investments is particularly relevant. The course will help in gaining an understanding of ethical considerations in finance, which is key to this field, as well as a solid foundation in financial analysis and quantitative skills.

See salaries and explore the career path for Hedge Fund Analyst

Wealth Management Advisor

A wealth management advisor provides financial advice and investment solutions to high-net-worth individuals, and the Level 1 CFA® Exam Prep Bootcamp (Part 1/2) may be useful for this career. This role entails investment planning, portfolio management, and estate planning. The course’s emphasis on portfolio management, ethics, and quantitative methods helps to create a strong base. The understanding of the Global Investment Performance Standards (GIPS) is directly relevant, as is the course’s general study of finance, which is key for success in the wealth management field.

See salaries and explore the career path for Wealth Management Advisor

Risk Analyst

A risk analyst assesses and manages financial risks for an organization, a role for which the Level 1 CFA® Exam Prep Bootcamp (Part 1/2) may be useful. They monitor market trends, conduct stress tests, and ensure compliance with regulations. The course’s coverage of quantitative methods, which includes statistical concepts, probability distributions, and hypothesis testing, is very important for the quantitative aspects of this role, while the ethics section is relevant for understanding compliance. A risk analyst needs to interpret various numerical values and the course may assist in building confidence in this area.

See salaries and explore the career path for Risk Analyst

Corporate Treasurer

A corporate treasurer manages an organization’s financial resources, including cash management, investments, and capital structure. The Level 1 CFA® Exam Prep Bootcamp (Part 1/2) may be helpful for this career. This involves making key financial decisions, managing risk, and ensuring the financial health of the company. The course includes instruction in corporate finance topics such as capital budgeting, cost of capital, and working capital management. The course may assist in building a foundation in these areas, and the course’s study of economics is also applicable to the work of a corporate treasurer.

See salaries and explore the career path for Corporate Treasurer

Financial Consultant

A financial consultant provides financial planning and advisory services to individuals or businesses, and the Level 1 CFA® Exam Prep Bootcamp (Part 1/2) may be useful for this career. This role involves assessing financial situations, making investment recommendations, and developing financial strategies. The course’s coverage of portfolio management, ethics, and quantitative methods, may be particularly relevant. The course may assist the consultant in building confidence in understanding complex financial topics and in developing an analytical way of thinking about client situations.

See salaries and explore the career path for Financial Consultant

Credit Analyst

A credit analyst evaluates the creditworthiness of individuals or businesses seeking loans. The Level 1 CFA® Exam Prep Bootcamp (Part 1/2) may be useful for this role. They assess financial statements, analyze risk, and make recommendations regarding loan approvals. The course’s coverage of corporate finance, economics, and quantitative methods may be particularly useful. The study of leverage, corporate governance, and financial analysis may help form a foundation for this career. The course may help the analyst develop an analytical way of looking at financial health.

See salaries and explore the career path for Credit Analyst

Real Estate Analyst

A real estate analyst evaluates real estate investments and market trends, for which the Level 1 CFA® Exam Prep Bootcamp (Part 1/2) may be of some use. This role entails financial modeling, market research, and valuation. While not directly focused on real estate, the course covers alternative investments, which can include real estate, and quantitative methods applicable to valuation. The financial analysis and economic concepts covered in the course may help in providing a basis for financial thinking in this area.

See salaries and explore the career path for Real Estate Analyst

Management Consultant

A management consultant advises organizations on how to improve their performance and efficiency, and a course such as Level 1 CFA® Exam Prep Bootcamp (Part 1/2) may be useful for this career. This includes evaluating financial operations, and an understanding of financial principles is often necessary. The course's coverage of corporate finance and economics can help to build the analytical and problem solving skills helpful in this role. The overall training in financial thinking may be useful when advising clients.

See salaries and explore the career path for Management Consultant

Budget Analyst

A budget analyst helps organizations manage their finances by developing budgets, monitoring expenses, and analyzing financial data, and Level 1 CFA® Exam Prep Bootcamp (Part 1/2) may be useful for this career. The course’s coverage of corporate finance and economics may help in building a general understanding of financial practices. The course’s quantitative methods section, including statistics and probability, may be relevant in this position. These aspects may help build an understanding of the financial fundamentals needed for this role.

See salaries and explore the career path for Budget Analyst

Actuary

An actuary analyzes financial risks and uses statistical models to predict and manage those risks, a role for which the Level 1 CFA® Exam Prep Bootcamp (Part 1/2) may be useful. While this role requires significant mathematical expertise, the course's coverage of quantitative methods, including probability concepts, statistical concepts, and hypothesis testing, may be helpful. These areas may provide a basic knowledge of financial concepts important to the actuarial role. A successful actuary typically holds an advanced degree.

See salaries and explore the career path for Actuary

Business Development Manager

A business development manager identifies and develops new business opportunities for an organization, and Level 1 CFA® Exam Prep Bootcamp (Part 1/2) may be useful for this role. While this role is not directly finance-centric, the course’s coverage of economics and corporate finance may help with a business manager’s financial awareness. The course may help in understanding the basic financial principles that underpin business activities. This can help a business manager in understanding the basis for financial decisions.

See salaries and explore the career path for Business Development Manager

Reading list

We've selected two books that we think will supplement your learning. Use these to develop background knowledge, enrich your coursework, and gain a deeper understanding of the topics covered in Level 1 CFA® Exam Prep Bootcamp (Part 1/2).

The Trustee Governance Guide

Save

Provides a comprehensive overview of ethical considerations in the investment industry. It delves into real-world case studies and ethical dilemmas faced by investment professionals. It is particularly useful for understanding the practical application of the CFA Institute's Code of Ethics and Standards of Professional Conduct. This book offers additional depth to the ethics portion of the course.

The Trustee Governance Guide: The Five Imperatives...

Paperback

The Trustee Governance Guide: The Five Imperatives...

Kindle Edition

Economics for Investment Decision Makers

Save

Provides a detailed explanation of economic principles relevant to investment analysis. It covers topics such as macroeconomic indicators, monetary and fiscal policy, and international trade. It is commonly used as a textbook for economics courses in finance programs. This book adds breadth to the economics portion of the course.

Economics for Investment Decision Makers: Micro,...

Kindle Edition

$$$

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

What's inside

Learning objectives

Syllabus

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Reviews summary

Effective cfa level 1 exam supplement

Activities

Career center

Reading list

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