This comprehensive program provides candidates with the knowledge and skills necessary to prepare to take the Level I CFA® Program examination. The program is fully aligned with the CFA® Program Candidate Body of Knowledge (CBOK) curriculum and covers the required Learning Outcome Statements (LOS) for the CFA® examinations. This program will be using SchweserNotes™ study material complemented and enhanced by McGill instructors, who will be sharing their expertise and exam writing strategies.

The program concludes with an intensive final exam review workshop, which will replicate the actual Level 1 CFA Program exam experience.

The CFA® designation is one of the most sought after designations in business. Financial institutions such as investment banks, asset managers, pension funds, mutual funds, and insurance companies are increasingly considering the CFA® designation to be among one of the required credentials for advancement in their organizations. The demand for professionals holding a CFA® designation has risen significantly, as financial institutions adapt to more complex operating environments that increasingly rely on the type of competencies acquired in the CFA® program. Furthermore, the CFA® designation is widely recognized globally, making it a transferable designation that opens global employment opportunities to CFA® charterholders.

Topics Covered

  • Ethics
  • Quantitative Analysis
  • Economics
    • Microeconomics
    • Macroeconomics
    • Global Economics
  • Financial Reporting and Analysis
    • Introduction
    • Financial Statements
    • Inventories, Long-Lived Assets, income Taxes, and Non-Current Liabilities
    • Reporting Quality and Financial Statement Analysis
  • Corporate Finance
  • Portfolio Management
  • Equity
    • Market Organization, Indices and Efficiency
    • Analysis and Valuation
  • Fixed Income
    • Basic Concepts
    • Analysis of Risk
  • Derivatives
  • Alternative Investment

Learning Outcomes

  • To provide students with the knowledge required to write the Level I CFA® Program exam
  • To provide students with exam preparation tips and insights into the exam process and format



McGill’s School of Continuing Studies is a member of the CFA® Institute Approved Prep Provider Program.

CFA® Institute does not endorse, promote, or warrant the accuracy or quality of the products or services offered by McGill's School of Continuing Studies. CFA® Chartered Financial Analyst® are trademarks owned by CFA® Institute.

Who Should Attend?

Professionals interested in a career in investment analysis, portfolio or wealth management, who meet the CFA® qualification requirements and wish to work towards the Chartered Financial Analyst® (CFA) credential.

Course Fee: $2,395
Duration (hours): 118
Discounts: McGill alumni and current students, as well as corporate groups of 3 or more participants, benefit from a 15% discount.

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