Préparation au CFA Level 1

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Prochaines sessions

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Réf : FCG03
Durée : 48 heures, 12 séances de 4h
Prix par personne :
2500 € (net de taxe)
Effectif max. : 12 participants
Centre de formation :
ESG EXECUTIVE EDUCATION, 35 Avenue Philippe Auguste 75011 Paris [+Voir le plan]

DATES

Nous consulter

FORMATIONS DU MÊME DOMAINE

FORMATIONS CONNEXES

Le CFA (Chartered Financial Analyst), certification professionnelle internationale, fait référence dans les milieux financiers au plan mondial. Il valide à la fois des compétences techniques de haut niveau, une éthique irréprochable et une expertise professionnelle. La certification prépare aux métiers d'analystes financiers et de gestion de portefeuille. C’est l’un des diplômes les plus valorisés par les professionnels de la finance au niveau mondial. Le CFA compte 3 niveaux d'examen. Le niveau 1 se focalise sur l'analyse financière et l'évaluation d'actifs financiers. Les examens sont sous la responsabilité du CFA Institute qui veille aux respects du code d'éthique et des normes de conduite professionnelle.

OBJECTIF

Accompagner les candidats dans la préparation à l'examen par un cadre de travail régulier, des conseils spécifiques sur la révision du programme et des QCM d'entraînement.

COMPETENCES VISEES

Maîtriser l'analyse financière et l'évaluation d'actifs financiers.

PROGRAMME

Ethical and professional standards

Professional standards of practice
Ethical practices

Quantitative methods

Time value of money
Probability
Probability distributions and descriptive statistics
Sampling and estimation
Hypothesis testing
Correlation analysis and regression

Economics

Market forces of supply and demand
The monetary system
Inflation
Currency exchange rates

Financial reporting and analysis

Financial reporting system (IFRS and GAAP)
Principal financial statements
Financial reporting quality
Analysis of inventories
Analysis of long-lived assets
Analysis of pensions, stock compensation, and other employee benefits
Analysis of taxes
Analysis of debt
Analysis of off-balance-sheet assets and liabilities
Analysis of inter-corporate investments
Analysis of business combinations
Analysis of global operations
Ratio and financial analysis

Corporate finance

Dividend policy
Capital investment decisions
Business and financial risk
Long-term financial policy
Short-term financial policy

Equity Investments

Types of equity securities and their characteristics
Equity markets: characteristics, institutions, and benchmarks
Fundamental analysis (sector, industry, company) and the valuation of individual equity securities
Equity market valuation and return analysis
Special applications of fundamental analysis (residual earnings)
Equity of hybrid investment vehicles

Fixed-income

Types of fixed-income securities and their characteristics
Fixed-income markets: characteristics, institutions, and benchmarks
Fixed-income valuation (sector, industry, company) and return analysis
Term structure determination and yield spreads
Analysis of interest rate risk
Analysis of credit risk
Valuing bonds with embedded options
Structured products

Derivatives

Forward markets and instruments
Futures markets and instruments
Options markets and instruments
Swaps markets and Instruments

Alternative investments

Real estate
Private equity/venture capital
Hedge funds
Closely-held companies and inactively traded securities
Distressed securities/bankruptcies
Commodities

Portfolio management and wealth planning

Portfolio concepts
Management of individual/family investor portfolios
Tax efficiency
Asset allocation (including currency overlay)
Portfolio construction and revision
Performance evaluation

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