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CFA Level 1 Syllabus 2018 CFA Program Topic Wise Syllabus Download PDF

CFA Level 1 Syllabus 

Enrolled candidates in CFA Program have to do preparation of a series of three exams; Levels I, II, and III with the help of CFA Level 1 Syllabus. After the completion of the program, candidates will be appointed as Chartered Financial Analyst.

Apart from it, candidates can download CFA Program Topic Wise Syllabus 2018 PDF for Levels I, II, and III Exams from here as well as from the official by following the below mentioned guidelines.

CFA Level 1 Exam Details

The exams: Are offered annually at test centers around the world in June. The Level I exam is also offered in December that is required to qualified by the appearing contenders.CFA Program offers a strong foundation of advanced investment analysis and real-world portfolio management skills.

To download CFA Level 1 Syllabus 2018, contenders are required to move their cursor downwards on this page that is well designed by the team members of www.recruitmentinboxx.com.

CFA Level 1 Syllabus

MODULE 1:INDUSTRY OVERVIEW
CHAPTER 1 The Investment Industry – A Top-Down View
MODULE 2: ETHICS AND REGULATION
CHAPTER 2 Ethics and Investment Professionalism
CHAPTER 3 Regulation
MODULE 3: INPUTS AND TOOLS
CHAPTER 4 Microeconomics
CHAPTER 5 Macroeconomics
CHAPTER 6 Economics of International Trade
CHAPTER 7 Financial Statements
CHAPTER 8 Quantitative Concepts
MODULE 4: INVESTMENT INSTRUMENTS
CHAPTER 9 Debt Securities
CHAPTER 10 Equity Securities
CHAPTER 11 Derivatives
CHAPTER 12 Alternative Investments
MODULE 5: INDUSTRY STRUCTURE
CHAPTER 13 Structure of the Investment Industry
CHAPTER 14 Investment Vehicles
CHAPTER 15 The Functioning of Financial Markets
MODULE 6: SERVING CLIENT NEEDS
CHAPTER 16 Investors and Their Needs
CHAPTER 17 Investment Management
MODULE 7: INDUSTRY CONTROLS
CHAPTER 18 Risk Management
CHAPTER 19 Performance Evaluation
CHAPTER 20 Investment Industry Documentation

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MODULE 1:INDUSTRY OVERVIEW

It is about getting to the heart and the core purpose of the investment industry — its vital role in the world: from helping people save for the future to funding schools, hospitals, roads and other essentials. The benefits this brings when done well (ethically and all parts working together) help serve society.

CHAPTER 1: THE INVESTMENT INDUSTRY: A TOP-DOWN VIEW

After completing this chapter, you should be able to do the following as per the Syllabus Of CFA Level 1 2018:

  • Describe the financial services industry;
  • Identify types of financial institutions, including banks and insurance companies;
  • Define the investment industry;
  • Explain how economies benefit from the existence of the investment industry;
  • Explain how investors benefit from the existence of the investment industry;
  • Describe types and functions of participants of the investment industry;
  • Describe forces that affect the evolution of the investment industry.

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MODULE 2:ETHICS AND REGULATION

This module focuses on the essential foundations for the investment world — ethics and regulation. The firm ground on which we build for our clients: trust, reputation, confidence and value — the essentials of a strong and healthy client-focused industry.

CHAPTER 2: ETHICS AND INVESTMENT PROFESSIONALISM

After completing this chapter, you should be able to do the following:

  • Describe the need for ethics in the investment industry;
  • Identify obligations that individuals in the investment industry have to clients, prospective clients, employers, and co-workers;
  • Identify elements of the CFA Institute Code of Ethics;
  • Explain standards of practice (professional principles) that are based on the CFA Institute Code of Ethics;
  • Describe benefits of ethical conduct;
  • Describe consequences of conduct that is unethical or unprofessional;
  • Describe a framework for making ethical decisions

CHAPTER 3: REGULATION

After completing this chapter, you should be able to do the following:

  • Define regulations;
  • Describe objectives of regulation;
  • Describe potential consequences of regulatory failure;
  • Describe a regulatory process and the importance of each step in the process;
  • Identify specific types of regulation and describe the reasons for each;
  • Describe elements of a company’s policies and procedures to ensure the company complies with regulation;
  • Describe potential consequences of compliance failure.

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MODULE 3:INPUTS AND TOOLS

This is about understanding how the (economic) world works — the big picture and the fine detail. How the actions of individuals, corporations and governments play out at micro, macro and international levels, how this translates to a company’s finances, and how to get a clearer understanding of what this all means.

CHAPTER 4: MICROECONOMICS

After completing this chapter, you should be able to do the following:

  • Define economics;
  • Define microeconomics and macroeconomics;
  • Describe factors that affect quantity demanded;
  • Describe how demand for a product or service is affected by substitute and complementary products and services;
  • Describe factors that affect quantity supplied;
  • Describe market equilibrium;
  • Describe and interpret price and income elasticities of demand and their effects on quantity and revenue;
  • Distinguish between accounting profit and economic profit;
  • Describe production levels and costs, including fixed and variable costs, and describe the effect of fixedcosts on profitability;
  • Identify factors that affect pricing;
  • Compare types of market environment: perfect competition, pure monopoly, monopolistic competition, and oligopoly

CHAPTER 5: MACROECONOMICS

After completing this chapter, you should be able to do the following:

  • Describe why macroeconomic considerationsare important to an investment firm and how macroeconomic information may be used;
  • Define gross domestic product (GDP) and GDP per capita;
  • Identify basic components of GDP;
  • Describe economic growth and factors that affect it;
  • Describe phases of a business cycle and their characteristics;
  • Explain the global nature of business cycles;
  • Describe economic indicators and their uses and limitations;
  • Define inflation, deflation, stagflation, and hyperinflation, and describe how inflation affects consumers, businesses, and investments;
  • Describe and compare monetary and fiscal policy;
  • Explain limitations of monetary policy and fiscal policy.

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CHAPTER 6: ECONOMICS OF INTERNATIONAL TRADE

After completing this chapter, you should be able to do the following:

  • Define imports and exports and describe the need for and trends in imports and exports;
  • Describe comparative advantages among countries;
  • Describe the balance of payments and explain the relationship between the current account and the capital and financial account;
  • Describe why a country runs a current account deficit and describe the effect of a current account deficit on the country’s currency;
  • Describe types of foreign exchange rate systems;
  • Describe factors affecting the value of a currency;
  • Describe how to assess the relative strength of currencies;
  • Describe foreign exchange rate quotes;
  • Compare spot and forward markets.

CHAPTER 7: FINANCIAL STATEMENTS

After completing this chapter from CFA Level 1 Syllabus, you should be able to do the following:

  • Describe the roles of standard setters, regulators, and auditors in financial reporting;
  • Describe information provided by the balance sheet;
  • Compare types of assets, liabilities, and equity;
  • Describe information provided by the income statement;
  • Distinguish between profit and net cash flow;
  • Describe information provided by the cash flow statement;
  • Identify and compare cash flow classifications ofoperating, investing, and financing activities;
  • Explain links between the income statement, balance sheet, and cash flow statement;
  • Explain the usefulness of ratio analysis for financial statements;
  • Identify and interpret ratios used to analysea company’s liquidity, profitability, financing, shareholder return, and shareholder value.

CHAPTER 8: QUANTITATIVE CONCEPTS

After completing this chapter from CFA Level 1 Syllabus 2018, you should be able to dothe following:

  • Define the concept of interest;
  • Compare simple and compound interest;
  • Define present value, future value, and discount rate;
  • Describe how time and discount rate affect present and future values;
  • Explain the relevance of net present value in valuing financial investments;
  • Describe applications of time value of money;
  • Explain uses of mean, median, and mode, which are measures of frequency or central tendency;
  • Explain uses of range, percentile, standard deviation, and variance, which are measures of dispersion;
  • Describe and interpret the characteristics of a normal distribution;
  • Describe and interpret correlation.

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Procedure To Download CFA Level 1 Syllabus PDF 2018

Candidates can download CFA Level 1 Syllabus 2018 by going through the following points.

  • To download CFA Level 1 Syllabus 2018, contenders have to go through the official website of the organization that is www.cfainstitute.org
  • Afterwards candidates have to move their cursor downwards under “Program” section.
  • Hit the “CFA Program” and a new page will be displayed at your computer screen.
  • Hit the appropriate link of Syllabus For CFA Level 1.
  • Now CFA Level 1 Syllabus 2018 will be shown at your computer screen in PDF format.
  • Download CFA Level 1 Syllabus India 2018 or take a print out of CFA USA Level 1 Syllabus 2018.
  • Keep CFA Level 1 Syllabus safely and do preparation of the exam accordingly.

Press Here To Download Detailed CFA Level 1 Syllabus

Press Here For CFA Level 1 Syllabus Link

CFA Exam Topic Area Weights

Topic AreaLevel ILevel IILevel III
Ethical and Professional Standards1510-1510-15
Quantitative Methods125-100
Economics105-105-15
Financial Reporting and Analysis2015-200
Corporate Finance75-150
Equity Investments1015-255-15
Fixed Income1010-2010-20
Derivatives55-155-15
Alternative Investments45-105-15
Portfolio Management and Wealth Planning75-1040-55
Total100100100

Vital Note

To download CFA Level 1 Syllabus 2018, contenders can press the above mentioned direct link in appropriate manner that has provided by the team members of www.recruitmentinboxx.com.

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