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Training Courses

Chartered Financial Analyst - CFA - Preparation Program

Course Code
FA91
Category
Finance And Accounting
Course ID
2598
Course Outline

Course Overview

This DIXONTECH preparation programme provides a structured and comprehensive pathway for candidates pursuing the Chartered Financial Analyst (CFA) designation. Covering all CFA Institute curriculum areas—Ethics, Quantitative Methods, Economics, Financial Reporting, Corporate Finance, Equity, Fixed Income, Derivatives, Portfolio Management, and Alternative Investments—this course integrates theory with real-world financial applications. It builds analytical proficiency and decision-making skills essential for global investment professionals.

TRAINING TOPICS

  • Ethical and Professional Standards
  • Quantitative Methods and Financial Mathematics
  • Economics and Market Forces Analysis
  • Financial Reporting and Statement Analysis
  • Corporate Finance and Capital Budgeting
  • Equity and Fixed Income Investments
  • Derivatives and Alternative Investments
  • Portfolio Management and Wealth Planning
  • Risk Management and Performance Evaluation
  • CFA Examination Strategies and Case Practice

BY THE END OF THIS TRAINING COURSE, DELEGATES WILL BE ABLE TO:

Master CFA core concepts and analytical tools for investment management, financial analysis, and ethical decision-making.

  • Apply financial and investment models effectively
  • Interpret and analyze financial statements
  • Evaluate equity, bond, and derivative instruments
  • Build and manage diversified portfolios
  • Understand ethical responsibilities in finance
  • Perform quantitative and statistical analysis
  • Prepare confidently for CFA Level I–III exams

TRAINING IS TAILORED TO

Finance professionals, analysts, and aspiring investment experts preparing for CFA certification or seeking global finance careers.

  • Investment and Financial Analysts
  • Portfolio and Fund Managers
  • Corporate Finance Executives
  • Risk and Compliance Specialists
  • Equity and Fixed Income Analysts
  • Treasury and Banking Professionals
  • University Graduates in Finance or Economics

TRAINING METHODOLOGY

DIXONTECH combines CFA curriculum mastery with interactive lectures, exam simulations, problem-solving sessions, and case-based learning. Participants engage in quantitative exercises, mock CFA exams, and portfolio management simulations to strengthen conceptual and practical skills.

DAY 1

ETHICAL AND PROFESSIONAL STANDARDS / QUANTITATIVE METHODS

  • CFA Code of Ethics and Standards of Professional Conduct
  • GIPS standards and ethical responsibilities
  • Time value of money and discounting applications
  • Descriptive statistics and data interpretation
  • Probability distributions and expected returns
  • Hypothesis testing and regression analysis
  • Quantitative modeling for investments
  • Case study: ethics and financial integrity

DAY 2

ECONOMICS AND MARKET ANALYSIS

  • Micro and macroeconomic principles review
  • Aggregate output, prices, and economic growth
  • Business cycles and policy interventions
  • Exchange rates and currency regimes
  • Monetary and fiscal policy dynamics
  • International trade and capital flows
  • Market structure and equilibrium analysis
  • Workshop: evaluating economic indicators

DAY 3

FINANCIAL REPORTING, CORPORATE FINANCE AND VALUATION

  • IFRS and GAAP financial statement structure
  • Income statement, balance sheet, and cash flow analysis
  • Ratio and trend analysis for performance evaluation
  • Cost of capital and capital structure optimization
  • Corporate governance and dividend policy
  • Valuation methods: DCF, multiples, and residual income
  • Mergers, acquisitions, and corporate restructuring
  • Case study: valuation of a listed company

DAY 4

INVESTMENT ANALYSIS: EQUITY, FIXED INCOME, AND DERIVATIVES

  • Fundamental and technical equity analysis
  • Fixed income markets, bonds, and yield measures
  • Duration, convexity, and interest rate risk
  • Derivative instruments: forwards, futures, options, swaps
  • Alternative investments: real estate, commodities, PE
  • Credit analysis and risk assessment frameworks
  • Portfolio diversification using derivatives
  • Workshop: constructing an equity valuation model

DAY 5

PORTFOLIO MANAGEMENT, RISK AND PERFORMANCE MEASUREMENT

  • Portfolio theory and efficient frontier concepts
  • CAPM, APT, and factor models in asset pricing
  • Portfolio construction and optimization techniques
  • Risk management tools and performance attribution
  • ESG integration into investment decisions
  • Behavioral finance insights and investor psychology
  • Exam techniques and CFA mock assessments
  • Capstone project: portfolio performance evaluation

 

Course Schedule

Discounts and Registration

Group & Corporate Discounts:
Available for companies enrolling multiple participants to help maximize ROI.
Individual Discounts:
Offered to self-sponsored participants who pay in full and upfront.
Registration Process:
Corporate nominations must go through the client’s HR or Training department.
Self-nominations must be prepaid via the “payment by self” option.
Confirmation:
All registrations are subject to DIXONTECH’s approval and seat availability.
Refunds:
Provided in case of course cancellation or no seat availability.
Tax Responsibility:
Clients are responsible for any local taxes in their country.