Curriculum For This Course
Video tutorials list
-
Financial Statement Analysis: An Introduction
Video Name Time 1. Major Financial Statements 8:00 2. Auditor’s Report and Other Sources of Information 4:00 3. Financial Statement Analysis Framework 3:00 -
Financial Reporting Mechanics (removed from 2019 exam onwards)
Video Name Time 1. Business and Accounting Process 13:00 2. Accrual Accounting and Valuation Adjustments 6:00 3. Accounts and Financial Statements 5:00 -
Financial Reporting Standards
Video Name Time 1. Standard Setting Bodies 7:00 2. The IFRS Framework 9:00 3. Convergence, Comparison, and Evolution of Standards 4:00 -
Understanding Income Statements
Video Name Time 1. Components and Format of an Income Statement 5:00 2. Revenue Recognition (updated for 2020) 13:00 3. Depreciation and Amortisation Expense Recognition 7:00 4. Non-Recurring Items and Non-Operating Items 6:00 5. Basic Earnings Per Share 9:00 6. Diluted Earnings Per Share 13:00 7. Common-Size and Ratio Analysis 4:00 -
Understanding Balance Sheets
Video Name Time 1. Components and Format of the Balance Sheet 5:00 2. Current Assets 6:00 3. Current Liabilities 2:00 4. Non-Current Assets 12:00 5. Non-Current Liabilities 3:00 6. Owners’ Equity 7:00 7. Analysis of Balance Sheets 4:00 -
Understanding Cash Flow Statements
Video Name Time 1. Principles and Classifications of Cash Flows 7:00 2. Methods of Presentation 17:00 3. Analysis of Cash Flow Statements 13:00 -
Financial Analysis Techniques
Video Name Time 1. Analytical Process Tools and Techniques 10:00 2. Activity, Liquidity and Solvency Ratios 17:00 3. Profitability Ratios and DuPont Analysis 10:00 4. Equity and Credit Analysis 13:00 -
Inventories
Video Name Time 1. Inventory Accounting 11:00 2. Inventory Valuation Methods 14:00 3. The LIFO Method 11:00 -
Long-Lived Assets
Video Name Time 1. Capitalisation of Long-Lived Assets 10:00 2. Depreciation of PP&E 15:00 3. Amortisation of Intangibles 9:00 4. Impairments, Revaluation and Derecognition 15:00 -
Income Taxes
Video Name Time 1. Deferred Taxes 15:00 2. Deferred Taxes II 15:00 -
Non-Current Liabilities
Video Name Time 1. Bonds 18:00 2. Bonds II 11:00 3. Leases (updated for 2020) 10:00 4. Pension Plans 10:00 5. Solvency Ratios 4:00 -
Financial Reporting Quality
Video Name Time 1. Financial Reporting Quality Concepts 12:00 2. Accounting Bias and Earnings Manipulation 18:00 -
Financial Statement Analysis – Applications
Video Name Time 1. Analysing Past and Forecasting Future Performance 7:00 2. Credit Quality Assessment and Equity Screening 5:00 3. Adjusting Financial Statements for Comparability 9:00
CFA Level 1 Certification Training Video Course Intro
Certbolt provides top-notch exam prep CFA Level 1 certification training video course to prepare for the exam. Additionally, we have Test Prep CFA Level 1 exam dumps & practice test questions and answers to prepare and study. pass your next exam confidently with our CFA Level 1 certification video training course which has been written by Test Prep experts.
CFA Level 1 Certification Training: Your Comprehensive Guide to Mastering Financial Analysis
The world of finance is evolving rapidly, and professionals seeking to elevate their career must have the right credentials. The CFA Level 1 Certification is one of the most respected and globally recognized qualifications in investment management and financial analysis. It provides a strong foundation in finance, investment tools, ethical standards, and portfolio management techniques, empowering professionals to make informed decisions in complex financial environments. Enrolling in a CFA Level 1 course equips you with the knowledge, analytical skills, and confidence needed to excel in financial roles and open doors to global career opportunities.
Whether you are a finance student aspiring to enter the investment industry or a professional aiming to strengthen your credentials, this training program is designed to guide you through every aspect of the CFA Level 1 syllabus with structured lessons, practice exercises, and expert guidance.
Course Overview
The CFA Level 1 Certification Training course is meticulously designed to provide learners with a comprehensive understanding of core financial principles, investment tools, and ethical practices essential for a career in finance. This course emphasizes conceptual clarity, practical applications, and exam-oriented learning strategies to maximize success in the CFA Level 1 exam. Participants will engage in interactive sessions, real-life case studies, and problem-solving exercises to build a strong foundation for advanced levels of the CFA program.
The course covers a wide range of topics, including ethical and professional standards, quantitative methods, economics, financial reporting and analysis, corporate finance, equity investments, fixed income, derivatives, alternative investments, portfolio management, and wealth planning. Each module is structured to provide theoretical knowledge and practical insights to help learners not only pass the exam but also apply the concepts in real-world scenarios.
What You Will Learn from This Course
By enrolling in this CFA Level 1 Certification training, participants will gain expertise across multiple areas of finance and investment. Key learning outcomes include:
Understanding the CFA Institute Code of Ethics and Standards of Professional Conduct
Mastering quantitative methods, including time value of money, probability, and statistical analysis
Analyzing microeconomic and macroeconomic principles that impact financial markets
Developing financial reporting and analysis skills, including ratio analysis, income statements, and balance sheets
Gaining insights into corporate finance, capital budgeting, and cost of capital
Learning equity investment techniques and valuation methods
Understanding fixed income securities, including bonds, interest rate calculations, and risk assessment
Exploring derivatives such as futures, options, and swaps and their application in risk management
Analyzing alternative investments like real estate, private equity, and commodities
Understanding portfolio management concepts, including risk-return analysis and asset allocation
Developing strategies for personal and institutional wealth planning
This comprehensive skill set prepares learners to confidently approach financial analysis, investment decision-making, and risk management with a solid conceptual foundation.
Learning Objectives
The CFA Level 1 Certification course is structured to ensure that learners achieve the following objectives:
Build a solid understanding of financial concepts and tools essential for investment decision-making
Develop the ability to analyze financial statements and assess a company’s financial health
Gain expertise in evaluating different investment instruments and asset classes
Enhance knowledge of ethical and professional standards governing the finance industry
Acquire practical problem-solving skills through case studies and real-world examples
Prepare effectively for the CFA Level 1 exam with a structured study plan and practice tests
Strengthen analytical and quantitative skills for portfolio management and risk assessment
Equip learners with strategies to apply financial concepts in professional scenarios
By focusing on these objectives, participants will not only excel in the exam but also gain a competitive edge in the finance industry.
Requirements
To maximize the benefits of the CFA Level 1 Certification course, certain requirements are recommended for participants:
A bachelor’s degree or equivalent education is preferred, although students in the final year of their undergraduate program may also enroll
Basic understanding of financial accounting and corporate finance concepts is advantageous
Familiarity with quantitative methods, including statistics and mathematics, helps in grasping complex investment topics
Commitment to dedicating sufficient study hours for exam preparation
Access to a computer and internet connection for online learning, webinars, and practice assessments
Motivation to engage with course materials, participate in discussions, and complete exercises consistently
Meeting these requirements ensures a smooth learning experience and effective preparation for the CFA Level 1 exam.
Course Description
The CFA Level 1 Certification training is a comprehensive program designed to provide a strong foundation in investment and financial analysis. The course is structured around the CFA Institute’s official curriculum and covers all topics required to successfully clear the Level 1 exam.
The program begins with an introduction to ethical and professional standards, emphasizing integrity, transparency, and ethical conduct in the investment industry. Participants learn about the CFA Institute Code of Ethics and Standards of Professional Conduct, real-world ethical dilemmas, and the importance of ethical decision-making in finance.
Following the ethics module, the course dives into quantitative methods, covering time value of money, probability, hypothesis testing, and regression analysis. Learners develop the ability to interpret data, evaluate investment performance, and make data-driven decisions.
Economics forms the next module, offering insights into microeconomic principles, supply and demand analysis, market structures, and consumer behavior, along with macroeconomic concepts such as inflation, monetary and fiscal policies, and international trade. Understanding these principles enables learners to assess market trends and economic indicators that affect investment strategies.
Financial reporting and analysis is a core component of the course, focusing on reading and interpreting financial statements, analyzing profitability, liquidity, and solvency ratios, and assessing the overall financial health of companies. Corporate finance modules cover capital budgeting, cost of capital, capital structure, dividend policy, and working capital management, equipping learners with skills to make strategic financial decisions.
Equity investments and fixed income topics explore valuation techniques, security analysis, bond pricing, interest rate calculations, and risk assessment. Participants gain knowledge of derivatives, including options, futures, and swaps, and learn how these instruments are used for hedging and risk management. Alternative investments, such as real estate, commodities, and private equity, provide a broader understanding of diverse asset classes.
The final modules focus on portfolio management and wealth planning, teaching asset allocation, portfolio construction, risk-return trade-offs, and investment policy formulation. Learners also understand strategies for personal financial planning, retirement planning, and wealth preservation.
Throughout the course, participants have access to interactive learning materials, practice questions, mock exams, and expert guidance to reinforce learning and ensure exam readiness.
Target Audience
The CFA Level 1 Certification course is designed for a diverse group of learners who are seeking to advance their careers in finance and investment management. The target audience includes:
Finance students aspiring to pursue careers in investment banking, asset management, or financial analysis
Early-career professionals seeking to enhance their credentials and knowledge in finance
Accountants, auditors, and finance managers looking to gain a deeper understanding of investment concepts
Professionals transitioning into finance roles from other industries
Individuals aiming to pursue advanced CFA levels and require a strong foundational knowledge
Career changers interested in entering the global finance and investment sector
By catering to a wide range of learners, the course ensures that each participant can benefit from the curriculum, regardless of prior experience.
Prerequisites
While the CFA Level 1 Certification does not have strict prerequisites, certain skills and qualifications can significantly enhance a participant’s learning experience. Recommended prerequisites include:
A strong understanding of basic accounting, financial statements, and corporate finance principles
Proficiency in mathematics, particularly in statistics, algebra, and probability
Familiarity with investment concepts, securities, and financial markets
Commitment to regular study and practice, as the CFA Level 1 exam requires rigorous preparation
Access to study resources, including textbooks, online modules, practice questions, and mock tests
Time management skills to balance learning with professional or academic commitments
Having these prerequisites ensures that participants can fully engage with the course content and maximize their chances of success.
Ethical and Professional Standards
Ethical standards are the cornerstone of the CFA Level 1 Certification. Understanding ethics is essential not only for exam success but also for maintaining integrity in the financial industry. The course emphasizes the CFA Institute Code of Ethics and Standards of Professional Conduct, highlighting real-world scenarios where ethical decision-making is crucial.
Learners explore topics such as duties to clients, conflicts of interest, professional responsibilities, and ethical investment practices. Case studies and examples help participants understand how ethical principles guide behavior in financial analysis, investment management, and portfolio decision-making. By mastering ethical standards, learners build a strong foundation for professional credibility and trust in the finance industry.
Quantitative Methods
Quantitative methods provide the tools necessary to analyze financial data, evaluate investment performance, and make informed decisions. This module covers key mathematical and statistical concepts, including time value of money, discounted cash flows, probability distributions, hypothesis testing, correlation, regression, and technical analysis techniques.
Participants learn to apply these methods in real-world scenarios, such as evaluating investment opportunities, assessing portfolio risk, and making data-driven recommendations. Mastery of quantitative methods enhances analytical skills and prepares learners for more complex financial modeling in advanced CFA levels.
Economics
The economics module equips learners with a deep understanding of the forces that drive financial markets. Topics include microeconomics, macroeconomics, international trade, monetary and fiscal policy, inflation, interest rates, and economic indicators.
Understanding economics allows learners to analyze market trends, evaluate the impact of economic policies, and predict potential shifts in investment environments. This knowledge is crucial for making strategic investment decisions and understanding the broader financial landscape.
Financial Reporting and Analysis
Financial reporting and analysis is a critical skill for CFA Level 1 candidates. This module focuses on interpreting income statements, balance sheets, cash flow statements, and notes to financial statements. Learners explore techniques for evaluating profitability, liquidity, solvency, and efficiency ratios.
The course also covers accounting standards, revenue recognition, asset valuation, and financial statement adjustments. By mastering financial reporting and analysis, participants can assess company performance, identify investment opportunities, and mitigate financial risks.
Corporate Finance
Corporate finance modules cover capital budgeting, cost of capital, capital structure, dividend policy, and working capital management. Participants learn to evaluate investment projects, determine the optimal capital mix, and develop financial strategies aligned with corporate goals.
The course emphasizes practical applications, helping learners understand how corporate finance decisions impact shareholder value, business growth, and financial stability.
The second segment of this course content focuses on helping learners understand the detailed modules, key topics, teaching approach, evaluation methods, benefits, duration, and the tools required to succeed. Each section is crafted to provide clarity about how the CFA Level 1 training prepares individuals for both the examination and the real-world challenges of the financial industry.
Course Modules/Sections
The CFA Level 1 Certification training program is divided into multiple comprehensive modules, each addressing a critical aspect of finance and investment. The structured design ensures progressive learning—from basic principles to complex analytical concepts—allowing participants to build confidence step by step.
The course is typically divided into the following core sections:
Ethical and Professional Standards
Quantitative Methods
Economics
Financial Reporting and Analysis
Corporate Finance
Equity Investments
Fixed Income
Derivatives
Alternative Investments
Portfolio Management and Wealth Planning
Each module follows the CFA Institute’s official curriculum, with emphasis on conceptual clarity, practical examples, and exam-oriented understanding.
The first module, Ethical and Professional Standards, introduces learners to the moral and ethical framework within which financial professionals must operate. The section emphasizes integrity, fairness, and professionalism in financial decision-making.
The Quantitative Methods section strengthens analytical reasoning and data interpretation skills. It teaches learners to apply mathematical and statistical tools for evaluating investments, understanding probabilities, and forecasting trends.
Economics covers both micro and macroeconomic principles, explaining how economic forces influence investment strategies and financial market behavior.
Financial Reporting and Analysis builds the ability to interpret company financials accurately, including income statements, balance sheets, and cash flow statements.
Corporate Finance explores capital structure, dividend policy, and cost of capital decisions that influence company valuation.
Equity Investments focus on stock market mechanisms, valuation techniques, and equity analysis, while Fixed Income deals with bonds, yields, and interest rate risk.
Derivatives and Alternative Investments provide insight into hedging strategies, risk mitigation, and non-traditional investment opportunities.
Finally, Portfolio Management and Wealth Planning integrates all topics, teaching learners to create diversified portfolios, assess performance, and align investments with risk-return objectives.
By completing these sections, candidates gain an integrated understanding of financial theory and its practical application in investment analysis and management.
Key Topics Covered
The CFA Level 1 Certification course is vast and detailed, designed to test the depth and breadth of a candidate’s knowledge. Throughout the training, learners explore a variety of key topics essential to mastering the CFA curriculum and developing real-world analytical competence.
Key topics include:
Code of Ethics and Standards of Professional Conduct
Global Investment Performance Standards
Time value of money and discounted cash flow analysis
Probability, correlation, and regression analysis
Market structures and economic indicators
Financial statement analysis and ratio evaluation
Inventory valuation, depreciation methods, and tax implications
Capital budgeting techniques, including NPV and IRR
Risk and return concepts in financial markets
Equity valuation models and stock market efficiency
Bond pricing, yield curves, and duration analysis
Derivative instruments such as options, futures, and swaps
Real estate, private equity, and commodity investments
Modern portfolio theory, diversification, and asset allocation
Risk management and performance evaluation frameworks
These topics are carefully aligned with the CFA Institute’s study guide to ensure learners cover every essential area with precision. The training goes beyond theoretical concepts by integrating real-life financial cases, practice exercises, and mock assessments to build analytical confidence.
By mastering these topics, learners not only prepare for the exam but also acquire practical skills valued by employers worldwide in investment management, financial planning, and corporate finance.
Teaching Methodology
The CFA Level 1 training is delivered through a learner-centric approach that blends theory with practice. The teaching methodology is designed to help candidates absorb complex financial concepts, apply analytical techniques, and retain knowledge for long-term success.
Each session begins with conceptual explanations followed by examples, exercises, and practice questions that reinforce understanding. Instructors use real-world case studies to connect theoretical knowledge with actual market practices. Learners explore how global financial institutions analyze risk, allocate assets, and interpret data for decision-making.
Interactive online classes, recorded video sessions, and digital notes make the learning process flexible and accessible. The course also integrates discussion forums where students can engage with instructors and peers, clarify doubts, and share insights about exam strategies or market trends.
Visual learning tools such as charts, financial models, and data visualization techniques are used to make abstract topics more understandable. Each module includes checkpoint quizzes and topic-based tests to ensure consistent progress tracking.
Additionally, the methodology emphasizes exam preparedness through structured revision sessions, mock exams, and performance analytics. Learners receive detailed feedback on their strengths and areas needing improvement, allowing for targeted study.
This systematic and interactive approach ensures that every participant develops not only academic mastery but also the confidence to apply knowledge effectively in professional environments.
Assessment & Evaluation
Assessment and evaluation play a crucial role in ensuring that participants are fully prepared for the CFA Level 1 examination. The training program uses a multi-step evaluation strategy designed to measure comprehension, analytical ability, and exam readiness.
Throughout the course, learners undertake topic-based quizzes that test understanding immediately after each module. These assessments help reinforce key principles and highlight areas requiring further review. Regular assignments simulate real-world financial analysis tasks such as interpreting financial statements, calculating bond yields, or performing valuation exercises.
The program also includes sectional mock tests modeled on the CFA Institute’s exam structure. These mock tests assess both speed and accuracy, two essential components for success in the timed examination. Performance analytics are shared with learners to identify knowledge gaps and recommend personalized study plans.
As the course progresses, full-length practice exams replicate the actual CFA Level 1 environment. These comprehensive assessments measure overall preparedness across ethics, economics, financial reporting, and quantitative topics.
Instructors provide detailed feedback sessions after each test, discussing solutions, analytical reasoning, and efficient problem-solving techniques. By the time learners complete the final assessments, they possess a clear understanding of exam patterns, question types, and time management strategies.
This rigorous evaluation system ensures participants are not only ready for the exam but also proficient in applying their knowledge in real-life financial contexts.
Benefits of the Course
The CFA Level 1 Certification course offers numerous advantages that extend beyond exam success. It provides learners with a deep understanding of global financial markets, builds critical thinking skills, and enhances career prospects in finance, investment, and corporate sectors.
Key benefits include:
Comprehensive understanding of core financial and investment concepts
Strengthened analytical and quantitative abilities
Ethical and professional development aligned with global standards
Access to high-quality study materials and expert instruction
Enhanced confidence in interpreting complex financial data
Exposure to real-world case studies and financial scenarios
Flexible online learning structure suitable for working professionals
Improved employability in investment banking, asset management, and corporate finance
Opportunity to network with other finance professionals and CFA aspirants
Foundation for advancing to CFA Levels 2 and 3
The benefits of completing this course extend well into one’s career, as CFA certification holders are globally recognized for their competence, professionalism, and analytical expertise.
Course Duration
The CFA Level 1 Certification training is structured to accommodate different learning paces while ensuring comprehensive coverage of all syllabus topics. On average, the duration of the training program ranges between 4 to 6 months, depending on study mode and intensity.
Learners can choose between self-paced online sessions and instructor-led programs. Self-paced learners can complete the course at their convenience, while instructor-led options provide a guided schedule with regular live sessions and interactive discussions.
The total recommended study time, as suggested by the CFA Institute, is approximately 300 hours for Level 1 preparation. This includes reading course materials, solving practice questions, reviewing mock tests, and revisiting weak areas.
The course timeline typically begins with foundational modules such as Ethics and Quantitative Methods, followed by intermediate topics like Financial Reporting, Economics, and Corporate Finance. Advanced sections, including Derivatives, Fixed Income, and Portfolio Management, are covered in the final phase of the course.
Learners are encouraged to dedicate consistent weekly study hours to maintain steady progress and ensure thorough understanding before attempting the final examination.
Tools & Resources Required
Success in the CFA Level 1 course depends not only on conceptual learning but also on the effective use of study tools and resources. The course provides comprehensive materials and encourages learners to utilize technological and analytical tools for efficient preparation.
Essential tools and resources include:
Official CFA Institute curriculum and study guide
Financial calculator approved for the CFA exam (commonly Texas Instruments BA II Plus or HP 12C)
Online learning portal with recorded lectures and interactive exercises
Digital study notes summarizing key formulas and definitions
Question banks and topic-wise practice tests
Mock exam sets that replicate real exam conditions
Data analysis tools such as Excel for quantitative calculations and modeling
Access to discussion forums and study groups for collaborative learning
Analytical software tools (optional) for deeper exploration of investment strategies
These resources are designed to create an immersive and supportive learning experience. Candidates benefit from structured study plans, periodic progress tracking, and mentorship from certified CFA instructors who provide insights into exam strategies and industry applications.
Career Opportunities
Earning the CFA Level 1 Certification opens the door to a wide range of career opportunities in finance, investment, and asset management. This globally recognized qualification demonstrates not only technical expertise but also a commitment to ethical and professional excellence.
Graduates of this program often pursue careers in investment analysis, portfolio management, financial research, and corporate finance. Entry-level positions such as financial analyst, research associate, investment banking analyst, or risk analyst become accessible once candidates demonstrate proficiency in the core subjects covered in Level 1.
As professionals progress to higher CFA levels, career growth accelerates. Many CFA charterholders move into senior roles such as portfolio managers, fund analysts, or chief financial officers. The credential is highly valued by multinational firms, investment houses, consulting companies, and government financial institutions.
Beyond employment opportunities, the CFA credential enhances global mobility, allowing professionals to work in financial markets across continents. Employers recognize the CFA as a mark of analytical rigor, strategic thinking, and ethical discipline.
In addition to traditional finance roles, CFA-trained professionals are increasingly sought in areas like fintech, risk management, and sustainability investing. The comprehensive training equips candidates to adapt to evolving market trends and contribute effectively to organizational growth.
Enroll Today
Enrolling in the CFA Level 1 Certification training is an investment in your professional future. This program equips you with the analytical tools, ethical grounding, and strategic thinking required to excel in the competitive world of finance. The structured curriculum, guided mentorship, and continuous assessments ensure that every participant gains the knowledge and confidence to pass the exam and succeed in real-world applications.
Registration is straightforward, and learners can choose between online or blended learning options depending on their schedule. The flexible learning structure ensures that both working professionals and students can participate without compromising their existing commitments. Upon enrollment, participants receive immediate access to study resources, practice materials, and mentorship support to begin their preparation journey.
Starting your CFA Level 1 training today means joining a global network of finance professionals who are shaping the future of investment management. Whether your goal is to secure a prestigious role in financial analysis, transition to investment management, or build your expertise for career advancement, this course provides the foundation you need
Certbolt's total training solution includes CFA Level 1 certification video training course, Test Prep CFA Level 1 practice test questions and answers & exam dumps which provide the complete exam prep resource and provide you with practice skills to pass the exam. CFA Level 1 certification video training course provides a structured approach easy to understand, structured approach which is divided into sections in order to study in shortest time possible.
Add Comment