Chartered Financial Analyst – Level 1

About Charted Financial Analyst Level I

The Chartered Financial Analyst (CFA) Level I program is the first step toward one of the world’s most respected and globally recognized finance certifications. This course is designed to build a strong foundation in investment analysis, financial reporting, economics, portfolio management, and ethical standards, and the core pillars that every finance professional must master.

CFA Level I focuses on developing a deep understanding of financial concepts, quantitative methods, and analytical skills used by top investment firms, asset managers, equity researchers, portfolio analysts, and global financial institutions. The curriculum is structured to help learners gain clarity on how financial markets work, how data-driven decisions are made, and how ethical frameworks guide the investment process.

Whether you aim to advance in investment banking, equity research, portfolio management, wealth advisory, corporate finance, or risk management, the CFA Level I course equips you with the knowledge and professional discipline required to excel in the competitive world of finance.

With a strong emphasis on practical financial skills, exam-focused learning, and real-world application, CFA Level I sets the foundation for your journey toward earning the prestigious CFA charter, opening doors to global career opportunities and higher earning potential.

What You’ll Learn

• Understand the CFA Institute Code of Ethics, professional conduct guidelines, and the ethical framework essentials.
• Master statistical concepts, time value of money, probability, and quantitative tools used in financial modeling and valuation.
• Learn key microeconomic and macroeconomic principles that influence financial markets, economic cycles, and investment decisions.
• Gain expertise in reading, interpreting, and analyzing financial statements to evaluate corporate performance and financial health.
• Explore capital budgeting, capital structure, dividend policy, and working capital management used in corporate financial decision-making.
• Understand equity markets, industry analysis, equity valuation techniques, and the fundamentals of portfolio-level equity investing.
• Learn about bonds, yield curves, interest rate risk, credit risk, and fixed income valuation methods used by investment analysts.
• Get introduced to futures, forwards, options, and swaps, and understand how derivatives are applied in hedging and trading strategies.
• Study real estate, private equity, hedge funds, commodities, and other non-traditional assets to broaden your investment knowledge.
• Learn the basics of portfolio construction, diversification, risk management, and performance evaluation techniques.

Overview of The Course

The Chartered Financial Analyst (CFA) Level I course is a globally recognized program designed for individuals aiming to build a strong foundation in investment analysis, financial modeling, and global finance careers. As the entry point to the prestigious CFA certification, this course equips learners with the essential skills needed in today’s competitive financial industry.

CFA Level I covers key finance domains such as ethical standards, quantitative methods, economics, financial reporting and analysis, equity investments, fixed income, derivatives, and portfolio management. Each module is designed to help you understand how financial markets work, how investment decisions are made, and how professionals analyze financial statements, assess risk, and evaluate asset classes.

This course blends theoretical learning with practical financial skills, preparing you for real-world roles in investment banking, equity research, portfolio management, asset management, wealth management, corporate finance, and risk analysis. By mastering the CFA Level I curriculum, you develop a strong analytical mindset and gain the confidence to progress toward CFA Levels II and III.

Whether you’re a finance student, working professional, or career changer, the CFA Level I program helps you build the technical knowledge and strategic understanding needed to thrive in global financial markets and pursue high-growth finance roles worldwide.

Who This Course For

• Aspiring Investment Analysts
• Finance Degree Students
• Equity Research Beginners
• Corporate Finance Professionals
• Portfolio Management Aspirants
• Wealth Management Trainees
• Risk Analysis Learners
• Investment Banking Starters
• Financial Modeling Enthusiasts
• Career Switchers to Finance

About Coursifys

The skill gap is one of the greatest challenges among young minds today. Coursifys reduces the skill gap with our professional training and certification with real-time scenarios. Consistent learning is the key, we deliver corporate training that helps individuals to excel in their industry with outstanding capabilities.

Our customized learning program is designed for all the individuals like beginners, industry experts, university professors, accountants and consultants. Coursifys provides you both offline and online mode of learning that connects both practical as well as theoretical applications.