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

Level 1 CFA® Bootcamp: Financial Reporting, Portfolio Management, Equity Investments, Fixed Income, Derivatives

What you'll learn

Prepare for the CFA® Level 1 exam

Earn one of the most prestigious designations in finance and investment management

Acquire a solid understanding of key business and finance disciplines

Impress interviewers by showing a strong an understanding of finance fundamentals and advanced topics concepts

Study Financial Reporting, Portfolio Management, Equity Investments, Fixed Income, Derivatives

Requirements

No prior experience is required. We will start from the very basics

Description

We will help you prepare for the CFA® Level 1 Exam.A record number of candidates registered to take the CFA® exams. Pursuing the credential is a rigorous process, which requires a lot of time and effort. And yet, many people around the world sign up for the CFA® exams. The reason is that a CFA® designation can move your resume to the top of the pile in a competitive job market.We are proud to present you a training bootcamp created by 365's team that aims to prepare you for the CFA® Level 1 exam provided by CFA Institute.The five topics we will cover here are:· Financial reporting and analysis· Portfolio management· Equity· Fixed income· DerivativesThis Bootcamp has been designed as a supplement to the official study materials provided by the CFA Institute and should not be seen as a substitute for these materials. Our goal is to make your life a bit easier. The lessons we have prepared are consistent with the current CFA® Level 1 curriculum and exam structure (and will continue to be updated to ensure consistency over time). We cover all Learning Outcome Statements (LOS), and we have dedicated a separate video to each LOS. This ensures that together we will study the concepts that are likely to be tested on the exam.Why take our bootcamp?· A successful track record on Udemy – over 1,750,000 students have enrolled in our courses· Experienced team – the authors of this course are finance professionals who have acquired significant practical experience (they have worked for companies like HSBC, Morgan Stanley, PwC, Coca Cola, etc.)· Carefully scripted and animated tutorials with plenty of real-world examples· A variety of practice questions at the end of each Reading to test your progress· Extensive case studies that will help you reinforce what you have learned· Excellent support: If you don’t understand a concept or you simply want to drop us a line, you’ll receive an answer in one or two business days· Dynamic: We don’t want to waste your time! The instructors keep up a very good pace throughout the whole course.We will cover a wide variety of topics, including:Financial Reporting and Analysis Understanding income statements, understanding balance sheets, understanding cash flow statements, financial analysis techniques, inventories, long-lived assets, income taxes, non-current liabilities, financial reporting quality, financial statement analysisPortfolio Management Overview of portfolio management, portfolio risk and return, portfolio planning and construction, introduction to risk management, fintech in investment managementEquity Investments Market organization and structure, security market indexes, market efficiency, overview of equity securities, introduction to industry and company analysis, equity valuationFixed IncomeDefining elements of fixed income securities, issuance, trading, and funding, fixed-income valuation, asset-backed securities, fixed-income risk and return, fundamentals of credit analysis  DerivativesIntroduction to derivative instruments, pricing, and valuationEach of these topics builds on the previous ones. And this is one of the considerable benefits you will gain by taking our Bootcamp. You will acquire valuable theoretical and practical skills that are necessary for a successful career in the world of investment management, investment banking, and corporate finance.Moreover, our focus is to teach topics that flow smoothly and complement each other. The course covers exam concepts at a fraction of the cost of traditional programs (not to mention the amount of time you will save).We are happy to offer an unconditional 30-day money-back in full guarantee. No risk for you. The content of the course is excellent, and this is a no-brainer for us, as we are certain you will love it.Why wait? Every day is a missed opportunity.Click the “Buy Now” button and become a part of our program today.*CFA Institute does not endorse, promote, review or warrant the accuracy or quality of the products or services offered by 365 Careers or Udemy. The CFA Institute Logo, CFA®, and Chartered Financial Analyst® are just a few of the trademarks owned by CFA Institute.***Please note that the Bootcamp will be split into two courses on Udemy. The reason is that the sheer length of topics we have covered does not allow us to have a single course;

Overview

Section 1: What Does the Course Cover?

Lecture 1 What Does the Course Cover?

Lecture 2 Welcome Gift

Section 2: How to Use a Financial Calculator

Lecture 3 Introduction

Lecture 4 Setting up the Financial Calculator

Lecture 5 Basic Calculations

Lecture 6 Time Value of Money

Lecture 7 Cash Flow Analysis

Lecture 8 Statistics

Lecture 9 Depreciation and Breakeven

Section 3: Formula Sheet

Lecture 10 Formula Sheet

Section 4: Financial Reporting and Analysis: Introduction to Financial Statement Analysis

Lecture 11 LOS Overview

Lecture 12 Introduction to Financial Reporting and Analysis

Lecture 13 Major Financial Statements

Lecture 14 Supplementary Sources of Financial Information

Lecture 15 Audit Reports

Lecture 16 Financial Statements Analysis

Lecture 17 The Financial Statements Analysis Framework

Lecture 18 Practice Questions (Introduction to Financial Statement Analysis)

Lecture 19 Practice Questions with Answers (Introduction to Financial Statement Analysis)

Section 5: Financial Reporting and Analysis: Financial Reporting Standards

Lecture 20 LOS Overview

Lecture 21 Importance of Financial Reporting Standards

Lecture 22 Standard-setting Bodies and Regulatory Authorities

Lecture 23 The Conceptual Framework for Financial Reporting (Part I)

Lecture 24 The Conceptual Framework for Financial Reporting (Part II)

Lecture 25 Basics of Accounting

Lecture 26 General Requirements for Financial Statements

Lecture 27 Alternative Reporting Systems

Lecture 28 Practice Questions with Answers (Financial Reporting Standards)

Lecture 29 Practice Questions (Financial Reporting Standards)

Section 6: Financial Reporting and Analysis: Understanding Income Statements

Lecture 30 LOS Overview

Lecture 31 Components of the Income Statement

Lecture 32 Alternative Presentation Formats

Lecture 33 Revenue Recognition - General Principles

Lecture 34 Revenue Recognition - Practical Application

Lecture 35 Expense Recognition - General Principles

Lecture 36 Expense Recognition - Practical Application

Lecture 37 Non-recurring Items

Lecture 38 Operating vs. Non-operating Items

Lecture 39 Basic Earnings Per Share (EPS)

Lecture 40 Diluted Earnings Per Share (DEPS)

Lecture 41 Common-size Income Statements

Lecture 42 Profitability Ratios

Lecture 43 Other Comprehensive Income

Lecture 44 Practice Questions (Understanding Income Statements)

Lecture 45 Practice Questions with Answers (Understanding Income Statements)

Section 7: Financial Reporting and Analysis: Understanding Balance Sheets

Lecture 46 LOS Overview

Lecture 47 Elements of the Balance Sheet

Lecture 48 Alternative Presentation Formats

Lecture 49 Uses and Limitations of the Balance Sheet

Lecture 50 Current Assets

Lecture 51 Non-current Assets

Lecture 52 Current Liabilities

Lecture 53 Non-current Liabilities

Lecture 54 Measurement Bases

Lecture 55 Shareholders' Equity

Lecture 56 Common-size Balance Sheets

Lecture 57 Liquidity Ratios

Lecture 58 Solvency Ratios

Lecture 59 Practice Questions (Understanding Balance Sheets)

Lecture 60 Practice Questions with Answers (Understanding Balance Sheets)

Section 8: Financial Reporting and Analysis: Understanding Cash Flow Statements

Lecture 61 LOS Overview

Lecture 62 Introduction to Cash Flow Statements

Lecture 63 Major Sections in the Cash Flow Statement

Lecture 64 Non-cash Items

Lecture 65 Cash Flow Statements under IFRS and US GAAP

Lecture 66 Direct vs. Indirect Method

Lecture 67 Cash Flow Statements - Links to the Other Financial Statements

Lecture 68 Calculating Cash Flows from Operating Activities (Indirect Method)

Lecture 69 Calculating Cash Flows from Operating Activities (Direct Method)

Lecture 70 Converting from Indirect to Direct Method

Lecture 71 Calculating Cash Flows from Investing and Financing Activities

Lecture 72 Common-size Cash Flow Statements

Lecture 73 Free Cash Flow Indicators

Lecture 74 Cash Flow Ratios

Lecture 75 Calculating Gatsby's Cash Flow Statement (in Excel)

Lecture 76 Practice Questions

Section 9: Financial Reporting and Analysis: Financial Analysis Techniques

Lecture 77 LOS Overview

Lecture 78 Tools and Techniques Used in Financial Analysis

Lecture 79 Activity Ratios

Lecture 80 Activity Ratios - Practical Example

Lecture 81 Liquidity Ratios

Lecture 82 Solvency Ratios

Lecture 83 Profitability Ratios

Lecture 84 Valuation Ratios

Lecture 85 Evaluating a Company Using Ratio Analysis

Lecture 86 DuPont Analysis

Lecture 87 DuPont Analysis - Practical Example

Lecture 88 Ratios Used in Equity Analysis

Lecture 89 Ratios Used in Credit Analysis

Lecture 90 Segment Reporting

Lecture 91 Ratio Analysis & Forecasting

Lecture 92 SaleSmart's Financial Ratios Pack

Lecture 93 Blank SaleSmart's Financial Ratios Pack

Lecture 94 Practice Questions

Lecture 95 Practice Questions with Answers

Section 10: Financial Reporting and Analysis: Inventory

Lecture 96 LOS Overview

Lecture 97 Inventory Costs

Lecture 98 Inventory Valuation Methods (Part 1)

Lecture 99 Inventory Valuation Methods (Part 2)

Lecture 100 Inventory Valuation Methods (Part 3)

Lecture 101 Inventory Valuation Methods (Part 4)

Lecture 102 Converting Financial Statements from LIFO to FIFO

Lecture 103 Converting Financial Statements from LIFO to FIFO (Exercise)

Lecture 104 Inventory Measurement

Lecture 105 Inventory Disclosures

Lecture 106 The Importance of Inventory Analysis

Lecture 107 Practice Questions

Section 11: Financial Reporting and Analysis: Non-current liabilities

Lecture 108 LOS Overview

Lecture 109 Introduction to Debt Terminology

Lecture 110 Recognition and Measurement of Debt Obligations (Part 1)

Lecture 111 Recognition and Measurement of Debt Obligations (Part 2)

Lecture 112 Interest Rate Calculations

Lecture 113 Debt Covenants

Lecture 114 Non-current Liabilities - Presentation and Disclosure

Lecture 115 Motivations for Leasing Assets

Lecture 116 Lease Accounting: the Lessee's Perspective

Lecture 117 Lease Accounting: the Lessor's Perspective

Lecture 118 Defined Contribution vs. Defined Benefit Pensions Plans

Lecture 119 Practice Questions

Section 12: Financial Reporting and Analysis: Financial Reporting Quality

Lecture 120 LOS Overview

Lecture 121 Financial Reporting Quality vs. Earnings Quality

Lecture 122 A Spectrum for Assessing Financial Reporting Quality

Lecture 123 Conservative Accounting vs. Aggresive Accounting

Lecture 124 Motivations for Issuing Low-Quality Reports

Lecture 125 The Fraud Triangle

Lecture 126 Mechanisms that Discipline Financial Reporting Quality

Lecture 127 Presentation Choices

Lecture 128 Manipulations of Financial Results

Lecture 129 Accounting Warnings Signs

Section 13: Financial Reporting and Analysis:Financial Statement Analysis (FSA)-Applications

Lecture 130 LOS Overview

Lecture 131 Evaluating a Company's Past Performance

Lecture 132 Forecasting a Company's Net Income and Cash Flows

Lecture 133 The Role of FSA in Assessing the Quality of Debt Investments

Lecture 134 The Use of FSA in Screening for Potential Equity Investments

Lecture 135 Common Adjustments to a Company's Financial Statements

Section 14: Portfolio Management: An Overview

Lecture 136 LOS Overview

Lecture 137 Portfolio Approach

Lecture 138 Portfolio Management Process

Lecture 139 Types of Investors

Lecture 140 Defined Benefit (DB) and Defined Contribution (DC) Plans

Lecture 141 Mutual Funds

Lecture 142 Separately Managed Accounts (SMAs) and Exchange-traded Funds (ETFs)

Lecture 143 Hedge Funds

Lecture 144 Private Equity

Lecture 145 Practice Questions

Lecture 146 Practice Questions (Answers and explanations)

Section 15: Portfolio Management: Risk & Return - Part I

Lecture 147 LOS Overview

Lecture 148 Return Measures

Lecture 149 Money-weighted Rate of Return

Lecture 150 Time-weighted Rate of Return

Lecture 151 Annualized Return

Lecture 152 The Effect of Fees, Taxes, Inflation and Leverage

Lecture 153 Money-weighted vs Time-weighted Rate of Return

Lecture 154 Major Asset Classes

Lecture 155 Historical vs Expected Returns

Lecture 156 Mean, Variance and Covariance of Asset Returns

Lecture 157 Risk Aversion

Lecture 158 Risk Aversion (Implications)

Lecture 159 Porfolio Standard Deviation

Lecture 160 The Correlation Coefficient

Lecture 161 Investment Opportunity Set

Lecture 162 Minimum-Variance Frontier

Lecture 163 Capital Allocation Line

Lecture 164 Optimal Investor Portfolio

Lecture 165 Practice Questions

Lecture 166 Practice Questions (Answers and explanations)

Section 16: Portfolio Risk and Return: Part II

Lecture 167 LOS Overview

Lecture 168 Two-fund Separation Theorem

Lecture 169 CAL vs. CML

Lecture 170 Systematic vs. Unsystematic Risk

Lecture 171 Return-generating Models

Lecture 172 Calculate and Interpret Beta

Lecture 173 Regression analysis

Lecture 174 Calculate Beta in Excel

Lecture 175 Capital Asset Pricing Model (CAPM)

Lecture 176 Security Market Line (SML)

Lecture 177 Expected Return (CAPM)

Lecture 178 CAPM (Applications)

Lecture 179 Sharpe Ratio and M2 Ratio

Lecture 180 Treynor Ratio and Jensen’s Alpha

Lecture 181 Performance Measures (Example)

Lecture 182 Practice Questions

Lecture 183 Practice Questions (Answers and explanations)

Section 17: Portfolio Management: Basics of Portfolio Planning and Construction

Lecture 184 LOS Overview

Lecture 185 Investment Policy Statement (IPS)

Lecture 186 IPS Components

Lecture 187 Risk and Return Objectives

Lecture 188 Willingness vs. Ability to take risk

Lecture 189 Investment Constraints

Lecture 190 Asset Allocation

Lecture 191 Portfolio Construction (Principles)

Lecture 192 Tactical Asset Allocation

Lecture 193 ESG Investing

Section 18: Portfolio Management: Introduction to Risk Management

Lecture 194 Define Risk Management

Lecture 195 General Risk Management Framework

Lecture 196 The Risk Governance Process

Lecture 197 Risk Tolerance

Lecture 198 Risk Budgeting

Lecture 199 Financial and Non-financial Sources of Risk

Lecture 200 Risk Measures (Part 1)

Lecture 201 Risk Measures (Part 2)

Lecture 202 Subjective and Market-based Risk Estimates

Lecture 203 Risk Management Framework

Section 19: Portfolio Management: Technical Analysis

Lecture 204 LOS Overview

Lecture 205 Technical Analysis - Principles, Applications, Assumptions

Lecture 206 Charts Used in Technical Analysis

Lecture 207 Other Tools Used in Technical Analysis

Lecture 208 Trend, Support and Resistance Lines

Lecture 209 Common Chart Patterns

Lecture 210 Price Indicators

Lecture 211 Momentum Oscillators

Lecture 212 Non-price Based Indicators

Lecture 213 Technical Analysis - Cycles

Lecture 214 Intermarket Analysis

Section 20: Equity: Market Organization and Structure

Lecture 215 LOS Overview

Lecture 216 Financial System (Functions)

Lecture 217 Financial System (Purposes)

Lecture 218 Equilibrium Interest Rate

Lecture 219 Asset Classification

Lecture 220 Security Types

Lecture 221 Pooled Investment Vehicles

Lecture 222 Currencies

Lecture 223 Derivative Contracts

Lecture 224 Real Assets

Lecture 225 Financial Intermediaries

Lecture 226 Dealers

Lecture 227 Depository Institutions

Lecture 228 Insurance Companies

Lecture 229 Arbitrageurs

Lecture 230 Clearinghouses and Custodians

Lecture 231 Long and Short Position

Lecture 232 Short Position

Lecture 233 Leveraged Position

Lecture 234 Leverage Ratio

Lecture 235 Margin Call

Lecture 236 Trade Order

Lecture 237 Execution Instructions

Lecture 238 Validity Instructions

Lecture 239 Clearing Instructions

Lecture 240 Primary vs. Secondary Market

Lecture 241 Initial Public Offering (IPO)

Lecture 242 Other Primary Market Transactions

Lecture 243 Secondary Market Structures

Lecture 244 Execution Mechanisms

Lecture 245 Market Information Systems

Lecture 246 Characteristics of a Well-functioning Financial System

Lecture 247 Market Regulation

Lecture 248 Practice Questions

Lecture 249 Practice Questions (Answers and explanations)

Section 21: Equity: Security Market Indexes

Lecture 250 LOS Overview

Lecture 251 Security Market Index

Lecture 252 Price and Total Return

Lecture 253 Single-period Total Return

Lecture 254 Index Value (Multiple Time Periods)

Lecture 255 Index Construction and Management

Lecture 256 Index Weighting

Lecture 257 Equal Weighting

Lecture 258 Market-capitalization Weighting

Lecture 259 Float-adjusted Market-capitalization Weighting

Lecture 260 Fundamental Weighting

Lecture 261 Price-weighted Index (Value and Return)

Lecture 262 Market-capitalization-weighted Index (Value and Return)

Lecture 263 Equal-weighted Index (Value and Return)

Lecture 264 Index returns (Excel)

Lecture 265 Index Rebalancing

Lecture 266 Market Indexes (Applications)

Lecture 267 Equity Index Types

Lecture 268 Fixed-Income Index Types

Lecture 269 Alternative Investment Index Types

Lecture 270 Security Market Indexes (Comparison)

Lecture 271 Practice Questions

Lecture 272 Practice Questions (Answers and Explanations)

Section 22: Equity: Market Efficiency

Lecture 273 LOS Overview

Lecture 274 Market Efficiency

Lecture 275 Market vs. Intrinsic Value

Lecture 276 Market Efficiency: Factors

Lecture 277 Market Efficiency Forms

Lecture 278 Market Efficiency Forms (Implications)

Lecture 279 Market Anomalies

Lecture 280 Market Anomalies (Types)

Lecture 281 Momentum and Overreaction Anomalies

Lecture 282 Cross-Sectional Anomalies

Lecture 283 Other Market Anomalies

Lecture 284 Behavioral Finance

Lecture 285 Practice Questions

Lecture 286 Practice Questions (Answers and Explanations)

Section 23: Equity: Overview of Equity Securities

Lecture 287 LOS Overview

Lecture 288 Equity Securities (Characteristics)

Lecture 289 Voting Rights

Lecture 290 Private vs. Public Equity

Lecture 291 Non-domestic Stocks

Lecture 292 Equity (Risk and Return)

Lecture 293 The Role of Equity in Company Financing

Lecture 294 Market vs Book Value of Equity

Lecture 295 Return on Equity

Lecture 296 Cost of Equity

Lecture 297 Practice Questions

Lecture 298 Practice Questions (Answers and explanations)

Section 24: Equity: Introduction to Industry and Company Analysis

Lecture 299 LOS Overview

Lecture 300 Industry Analysis

Lecture 301 Industry Classification Systems

Lecture 302 Commercial Industry Classification Systems

Lecture 303 Governmental Industry Classification Systems

Lecture 304 Cyclical vs. Non-cyclical Firms

Lecture 305 Peer Group Analysis

Lecture 306 Industry Analysis (Elements)

Lecture 307 Strategic Analysis (Principles)

Lecture 308 Barriers to Entry

Lecture 309 Industry Concentration

Lecture 310 Industry Capacity

Lecture 311 Industry Life-cycle Model

Lecture 312 Representative Industries (Characteristics)

Lecture 313 Industry Growth, Profitability, and Risk (External Influences)

Lecture 314 Company Analysis (Elements)

Lecture 315 Practice Questions

Lecture 316 Practice Questions (Answers and explanations)

Section 25: Equity Valuation: Concepts and Basic Tools

Lecture 317 LOS Overview

Lecture 318 Market vs. Intrinsic Value

Lecture 319 Equity Valuation Models (Categories)

Lecture 320 Dividend Payments

Lecture 321 Dividend Payment Chronology

Lecture 322 Dividend Discount Model

Lecture 323 Free-cash-flow-to-equity Model

Lecture 324 Required Rate of Return (Common Equity)

Lecture 325 Fundamental Value of Preferred Stock

Lecture 326 Gordon Growth Model

Lecture 327 Multistage Dividend Discount Model

Lecture 328 Present Value Models-Overview

Lecture 329 Multiplier Model

Lecture 330 Common Price Multiples

Lecture 331 Price Multiples Based on Fundamentals

Lecture 332 Price Multiples Based on Comparables

Lecture 333 Enterprise Value Multiple

Lecture 334 Asset-based Valuation Model

Lecture 335 Equity Valuation Models-Strengths and Weaknesses

Lecture 336 Practice Questions

Lecture 337 Practice Questions (Answers and explanations)

Section 26: Fixed Income: Fixed-income Securities - Defining Elements

Lecture 338 LOS Overview

Lecture 339 Introduction to Fixed Income

Lecture 340 Basic Features of Fixed-income Securities

Lecture 341 Bond Indenture

Lecture 342 Bond Covenants

Lecture 343 Legal, Regulatory, and Tax Considerations

Lecture 344 Cash Flow Structures (Part 1)

Lecture 345 Cash Flow Structures (Part 2)

Lecture 346 Cash Flow Structures (Part 3)

Lecture 347 Contingency Provisions

Lecture 348 Practice Questions (Defining Fixed-income Elements)

Lecture 349 Practice Questions with Answers (Defining Fixed-income Elements)

Section 27: Fixed Income: Fixed-income Markets

Lecture 350 LOS Overview

Lecture 351 Global Fixed-Income Markets

Lecture 352 The Interbank Offered Rate

Lecture 353 Primary Bond Markets

Lecture 354 Secondary Bond Markets

Lecture 355 Sovereign Bonds

Lecture 356 Other Types of Bonds

Lecture 357 Corporate Debt (Part 1)

Lecture 358 Corporate Debt (Part 2)

Lecture 359 Structured Financial Instruments

Lecture 360 Short-term Funding Alternatives to Banks

Lecture 361 Repurchase Agreements

Lecture 362 Practice Questions (Fixed-income Markets)

Lecture 363 Practice Questions with Answers (Fixed-income Markets)

Section 28: Fixed Income: Introduction to Fixed-income Valuation

Lecture 364 LOS Overview

Lecture 365 Calculating a Bond's Price

Lecture 366 Bond Features - Interrelationships

Lecture 367 Spot Rates

Lecture 368 Calculating Full Price, Flat Price, and Accrued Interest

Lecture 369 Matrix Pricing

Lecture 370 Calculating Annual Yields

Lecture 371 Yield Measures - Fixed-rate Bonds

Lecture 372 Yield Measures - Floating-rate Notes

Lecture 373 Yield Measures - Money Market Instruments

Lecture 374 Yield Curves

Lecture 375 Forward vs. Spot Rates

Lecture 376 Yield Spread Measures

Section 29: Derivatives: Derivative Markets and Instruments

Lecture 377 LOS Overview

Lecture 378 Define Derivatives

Lecture 379 Hedging vs. Speculating

Lecture 380 Forward Commitments vs. Contingent Claims

Lecture 381 Forwards, Futures, and Swaps

Lecture 382 Options and Credit Derivatives

Lecture 383 Call Options

Lecture 384 Put Options

Lecture 385 Controversies Related to Derivatives

Lecture 386 Arbitrage

Lecture 387 Practice Questions

Section 30: Basics of Derivative Pricing and Valuation

Lecture 388 LOS Overview

Lecture 389 Pricing Principles

Lecture 390 Price vs. Value

Lecture 391 Net Cost of Carry

Lecture 392 Calculation Price and Value during the Life of a Contract

Lecture 393 Monetary vs. Non-Monetary Costs and Benefits

Lecture 394 The Effects of Costs and Benefits on a Forward's Value

Lecture 395 Forward Rate Agreements

Lecture 396 Swaps vs. Series of Forwards

Lecture 397 Forwards vs. Futures

Lecture 398 Calculating Swaps' Value and Price

Lecture 399 Options

Lecture 400 Types of Options

Lecture 401 Calculating the Value of an Option Contract

Lecture 402 One-period Binomial Model

Lecture 403 European vs. American Options

Lecture 404 Practice Questions

Lecture 405 Completing 100%

CFA® Level 1 candidates,People interested in taking the CFA® exams,Individuals who are interested in a career in finance,Anyone who wants to learn Financial Reporting, Portfolio Management, Equity Investments, Fixed Income, Derivatives