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Course Description

The CFA® Training and Exam Preparation Course is a comprehensive, exam-focused program designed to prepare candidates for the Chartered Financial Analyst (CFA®) Program by covering the CFA Institute curriculum in a structured, practical, and exam-oriented manner. The course integrates concept mastery, exam techniques, practice questions, and mock exams to ensure candidates not only understand the theory but can confidently apply it under exam conditions. Emphasis is placed on ethical decision-making, financial analysis, valuation, portfolio management, and quantitative methods aligned with CFA Institute learning outcome statements (LOS).

Course Objectives

Upon completion of this course, participants will be able to:

  • Understand and apply the CFA Institute Code of Ethics and Standards of Professional Conduct.
  • Analyze financial statements using CFA-approved frameworks and methodologies.
  • Apply quantitative methods in investment decision-making.
  • Evaluate equity, fixed income, and alternative investments.
  • Apply corporate finance principles to valuation and capital decision-making.
  • Construct and manage portfolios using risk and return concepts.
  • Apply exam strategies, time management techniques, and question-solving frameworks.
  • Confidently attempt CFA® exam-style questions and mock examinations.

Who Should Attend?

This course is designed for Aspiring CFA® candidates, investment professionals, finance graduates, analysts, and professionals seeking a globally recognized finance credential.

Course Agenda

Registration

Welcome & Introduction

Pre-Test

Day 1: Ethics & Quantitative Methods

  • CFA Institute Code of Ethics and Standards of Professional Conduct
  • Ethical decision-making framework and case studies
  • Time value of money (TVM) applications
  • Discounted cash flow techniques
  • Probability concepts and statistical measures
  • Hypothesis testing and sampling basics
  • Ethics-focused exam question practice

Day 2: Financial Statement Analysis (FSA)

  •  Overview of financial reporting standards (IFRS & US GAAP)
  • Income statement, balance sheet, and cash flow statement analysis
  • Revenue recognition and expense matching
  • Inventories, long-lived assets, and depreciation
  • Financial ratios and trend analysis
  • Quality of earnings and financial red flags
  • CFA-style problem-solving drills

Day 3: Corporate Finance & Equity Investments

  • Capital budgeting techniques and cost of capital
  • Leverage, capital structure, and dividend policy
  • Corporate governance and ESG considerations
  • Equity market organization and valuation concepts
  • Dividend Discount Models (DDM)
  • Free Cash Flow valuation approaches
  • Equity valuation practice questions
Day 4: Fixed Income & Alternative Investments

  • Fixed income instruments and market structure
  • Bond pricing, yield measures, and duration
  • Interest rate risk and credit risk analysis
  • Introduction to derivatives (forwards, futures, options, swaps)
  • Alternative investments: real estate, private equity, hedge funds
  • Risk-return characteristics of alternative assets
  • Fixed income & alternatives exam practice
Day 5: Portfolio Management & Final Exam Preparation

  • Portfolio risk and return concepts
  • Modern Portfolio Theory (MPT)
  • CAPM and multifactor models
  • Portfolio construction and asset allocation
  • Behavioral finance concepts
  • Comprehensive mock exam (exam-style format)
  • Review of mock exam results and exam-day strategies
  • Final revision tips and CFA® exam success strategies

Post Test

End of the Course

Assessment Methodology

All courses conducted by EdTech will begin with a Pre-evaluation and end with a Post-evaluation. The instructor will evaluate the knowledge and skills of the participants according to the feedback given by participants. This will help to recognize the benefits and the level of knowledge gained by participants through the course.

Training Methodology

Facilitated by a highly qualified specialist, who has extensive knowledge and experience; this program will be conducted using extensively interactive methods, encouraging participants to share their own experiences and apply the program material to real-life work situations in order to stimulate group discussions and improve the efficiency of the subject coverage.

Percentages of the total course hour classification are:

  • ​40% Theoretical lectures, Concepts and approach
  • 20% Motivation to develop individual skill and Techniques
  • 20% Case Studies and Practical Exercises
  • 20% Topic General Discussions and interaction

Course Manual

Participants will be provided with comprehensive presentation material as reference manual. This presentation material is a compilation of core valuable information, references, presentation methods and inspiring reading which will be used as a part of the material guide.

Course Certificate

At the completion of the course, all participants who successfully accomplished the required contact hours will receive an EdTech Training Participation Certificate as a testimony to their commitment to professional development and further education.

Why Edtech ?

  • Industry Experienced; Internationally Qualified Trainers
  • Hands-on Practical Sessions & Assignments
  • Intensive Study materials
  • Flexible Schedules
  • Realistic training methodology
  • High-Quality Training in Affordable Course Fees
  • Achievement Certificate, as approved by the Ministry of Education (Abu Dhabi Center for Technical and Vocational Education Training - ACTVET), HABC, AWS, IAOSHE, SHRM, etc.