Level 1 CFA® Exam Prep Bootcamp (Part 1/2)

Course Curriculum

Chapter 1: What Does the Course Cover?

Lecture 1: What Does the Course Cover?

Lecture 2: Welcome Gift

Chapter 2: How to Use a Financial Calculator

Lecture 1: Introduction

Lecture 2: Basic Calculations

Lecture 3: Setting Up the Financial Calculator

Lecture 4: Time Value of Money

Lecture 5: Cash Flow Analysis

Lecture 6: Statistics

Lecture 7: Depreciation and Breakeven

Chapter 3: 365 Formula Sheet

Lecture 1: 365 Formula Sheet

Chapter 4: Ethics – Ethics and Trust in the Investment Profession

Lecture 1: LOS Overview

Lecture 2: Ethics Explained

Lecture 3: The Role of a Code of Ethics for Defining a Profession

Lecture 4: Challenges to Ethical Behavior

Lecture 5: The Need for High Ethical Standards in the Investment Industry

Lecture 6: Ethical vs. Legal Standards

Lecture 7: CFA® Ethical Decision-Making Framework

Chapter 5: Ethics – Code of Ethics and Standards of Professional Conduct

Lecture 1: LOS Overview

Lecture 2: Structure of the CFA® Institute Professional Conduct Program

Lecture 3: Components of the Code of Ethics® and the Standards of Professional Conduct®

Lecture 4: Ethical Responsibilities Required by the Code and Standards

Lecture 5: Practice Questions (Code of Ethics and Standards of Professional Conduct)

Lecture 6: Practice Questions with Answers (Code of Ethics and Standards of Professional..)

Chapter 6: Ethics – Guidance for Standard I-VII

Lecture 1: LOS Overview

Lecture 2: Professionalism, I A Knowledge Of The Law

Lecture 3: Professionalism, I B Independence and Objectivity

Lecture 4: Professionalism, I C Misrepresentation

Lecture 5: Professionalism, I D Misconduct

Lecture 6: Integrity of Capital Markets, II A Material Non-Public Information

Lecture 7: Integrity of Capital Markets, II B Market Manipulation

Lecture 8: Duties to Clients, III A Loyalty, Prudence, and Care

Lecture 9: Duties to Clients, III B Fair Dealing

Lecture 10: Duties to Clients, III C Suitability

Lecture 11: Duties to Clients, III D Performance Presentation

Lecture 12: Duties to Clients, III E Preservation of Confidentiality

Lecture 13: Duties to Employers, IV A Loyalty

Lecture 14: Duties to Employers, IV B Additional Compensation Arrangements

Lecture 15: Duties to Employers, IV C Responsibilities of Supervisors

Lecture 16: Investment Analysis, Recommendations, and Actions, V A Diligence and Reasonable

Lecture 17: Investment Analysis, Recommendations, and Actions, V B Communication With Client

Lecture 18: Investment Analysis, Recommendations, and Actions, V C Record Retention

Lecture 19: Conflicts of Interest, VI A Disclosure of Conflicts

Lecture 20: Conflicts of Interest, VI B Priority of Transactions

Lecture 21: Conflicts of Interest, VI C Referral Fees

Lecture 22: Responsibilities as a CFA® Institute Member or CFA® Candidate, VII A

Lecture 23: Responsibilities as a CFA® Institute Member or CFA® Candidate, VII B

Lecture 24: Standards of Professional Conduct – Overview

Chapter 7: Ethics – Introduction to the Global Investment Performance Standards®

Lecture 1: LOS Overview

Lecture 2: The Global Investment Performance Standards®

Lecture 3: Composites Construction

Lecture 4: Requirements for Verification

Chapter 8: Ethics – Global Investment Performance Standards (GIPS®)

Lecture 1: LOS Overview

Lecture 2: Key Features of GIPS®

Lecture 3: Fundamentals of Compliance

Lecture 4: Scope of GIPS®

Lecture 5: GIPS® Implementation

Lecture 6: Overview of the Global Investment Performance Standards®

Lecture 7: Practice Questions (Global Investment Performance Standards®)

Lecture 8: Practice Questions with Answers (Global Investment Performance Standards®)

Lecture 9: GIPS® Overview

Chapter 9: Quantitative Methods – Time Value of Money

Lecture 1: LOS Overview

Lecture 2: Time Value of Money

Lecture 3: How to Use a Timeline to Depict Time Value of Money Problems

Lecture 4: How to Interpret Interest Rates

Lecture 5: Interest Rates as the Sum of Several Components

Lecture 6: Calculate and Interpret an Investment's Effective Annual Rate

Lecture 7: The Relationship between PV and FV

Lecture 8: Solving Different Time Value of Money Problems

Lecture 9: The Importance of Compounding Frequencies

Lecture 10: Ordinary Annuity

Lecture 11: Annuity Due

Lecture 12: Perpetuity

Lecture 13: FV and PV of Unequal Cash Flows

Lecture 14: Calculate the Monthly Payment of a Mortgage Loan

Lecture 15: Let's Calculate the Number of Years it Takes to Achieve a Financial Goal

Lecture 16: What is the Rate of Return of an Investment?

Lecture 17: The Cash Flow Additivity Principle

Lecture 18: Practice Questions (Quantitative Methods – Time Value of Money)

Lecture 19: Practice Questions (Answers with explanations)

Chapter 10: Bonus-Discounted Cash Flow Applications-Not Included in Level 1 2020 Curriculum

Lecture 1: LOS Overview

Lecture 2: How to Interpret the Net Present Value (NPV)

Lecture 3: Calculate NPV

Lecture 4: Calculate an Investment's Internal Rate of Return (IRR)

Lecture 5: Compare NPV and IRR

Lecture 6: The Holding Period Return

Lecture 7: The Money-Weighted Rate of Return

Lecture 8: The Time-Weighted Rate of Return

Lecture 9: Evaluate the Performance of Money Market Instruments

Lecture 10: Alternatives to the Bank Discount Yield

Lecture 11: Convert Among Yield Measures