CFA Level I packages now availabl

CFA Level I 2019 - 2020 Cu

2019
Subjects
Reading No Reading Name
1 Ethics and Trust in the Investment Profession
Ethical and 2 Code of Ethics and Standards of Professional Conduct
Professional 3 Guidance for Standards I-VII
Standards 4 Introduction to the Global Investment Performance Standards (GIPS)
5 Global Investment Performance Standards (GIPS)
6 The Time Value of Money
7 Discounted Cash Flow Applications
8 Statistical Concepts and Market Returns
Quantitative 9 Probability Concepts
Methods 10 Common Probability Distributions
11 Sampling and Estimation
12 Hypothesis Testing
13 Technical Analysis
14 Topics in Demand and Supply Analysis
15 The Firm and Market Structures
16 Aggregate Output, Prices, and Economic Growth
Economics 17 Understanding Business Cycles
18 Monetary and Fiscal Policy
19 International Trade and Capital Flows
20 Currency Exchange Rates
21 Financial Statement Analysis: An Introduction
22 Financial Reporting Standards
23 Understanding Income Statements
24 Understanding Balance Sheets
25 Understanding Cash Flow Statements
Financial 26 Financial Analysis Techniques
Reporting and
Analysis 27 Inventories
28 Long-Lived Assets
29 Income Taxes
30 Non-Current (Long-Term) Liabilities
31 Financial Reporting Quality
32 Financial Statement Analysis: Applications
33 Corporate Governance and ESG: An Introduction

Corporate
Finance
 34 Capital Budgeting
Corporate 35 Cost of Capital
Finance
36 Measures of Leverage
37 Working Capital Management
38 Portfolio Management: An Overview
39 Portfolio Risk and Return: Part I
40 Portfolio Risk and Return: Part II
Portfolio 41 Basics of Portfolio Planning and Construction
Management
42 Risk Management: An Introduction
43 FinTech in Investment Management

44 Market Organization and Structure

45 Security Market Indexes
46 Market Efficiency
Equity
47 Overview of Equity Securities
48 Introduction to Industry and Company Analysis
49 Equity Valuation: Concepts and Basic Tools
50 Fixed Income Securities: Defining Elements
51 Fixed Income Markets: Issuance, Trading, and Funding
52 Introduction to Fixed Income Valuation
Fixed Income
53 Introduction to Asset-Backed Securities
54 Understanding Fixed Income Risk and Return
55 Fudamentals of Credit Analysis
56 Derivative Markets and Instruments
Derivatives
57 Basics of Derivative Pricing and Valuation
Alternative Investments 58 Introduction to Alternative Investments
evel I packages now available on our website!
I 2019 - 2020 Curriculum Changes
Newly Added

Updated

Removed

2020
Reading No Reading Name
1 Ethics and Trust in the Investment Profession
2 Code of ethics and Standards of Professional Conduct
3 Guidance for Standards I-VII
4 Introduction to the Global Investment Performance Standards (GIPS)
5 Global Investment Performance Standards
6 The Time Value of Money

7 Statistical Concepts & Market Returns

8 Probability Concepts
9 Common Probability Distributions
10 Sampling and Estimation
11 Hypothesis Testing

12 Topics in Demand and Supply Analysis

13 The Firm and Market Structures
14 Aggregate Output, Prices, and Economic Growth
15 Understanding Business Cycles
16 Monetary and Fiscal Policy
17 International Trade and Capital Flows
18 Currency Exchange Rates
19 Financial Statement Analysis: An Introduction
20 Financial Reporting Standards
21 Understanding Income Statements
22 Understanding Balance Sheets
23 Understanding Cash Flow Statements
24 Financial Analysis Techniques
25 Inventories
26 Long-Lived Assets
27 Income Taxes
28 Non-Current (Long-Term) Liabilities
29 Financial Reporting Quality
30 Financial Statement Analysis: Applications
31 Corporate Governance and ESG: An Introduction
32 Capital Budgeting
33 Cost of Capital
34 Measures of Leverage
35 Working Capital Management
51 Portfolio Management: An Overview
52 Portfolio Risk and Return: Part I
53 Portfolio Risk and Return: Part II
54 Basics of Portfolio Planning and Construction
55 Risk Management: An Introduction
57 FinTech in Investment Management
56 Technical Analysis
36 Market Organization and Structure
37 Security Market Indexes
38 Market Efficiency
39 Overview of Equity Securities
40 Introduction to Industry and Company Analysis
41 Equity Valuation: Concepts and Basic Tools
42 Fixed Income Securities: Defining Elements
43 Fixed Income Markets: Issuance, Trading, and Funding
44 Introduction to Fixed Income Valuation
45 Introduction to Asset-Backed Securities
46 Understanding Fixed Income Risk and Return
47 Fudamentals of Credit Analysis
48 Derivative Markets and Instruments
49 Basics of Derivative Pricing and Valuation
50 Introduction to Alternative Investments
 Comments

New LOS added

significant changes
significant changes
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significant changes

significant changes
 changes

significant changes
significant changes
significant changes
significant changes

moved from QM

changes

changes

Number of readings remo

Number of readings adde
Number of readings upda
Number of readings removed - 2
Number of readings added - 1
Number of readings updated - 15
 FinTr
We offer training for CFA, FRM, and CFP in the Online format and in the Classroom format
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CFA Level I Online

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CFA Level III Online

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FRM Part I Online

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CFP Online
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Classroom Program
Feature CFA® Level I CFA® Level II
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Other Courses
CFPCM includes Classroom Training + Level
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Assistance
Financial Modelling includes Classroom
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CFA Level II Online

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√ Video tutorials
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√
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₹ 36,000 Pricing June/Dec 2019

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Platinum
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FRM Part II Online

Platinum Feature
Learn+Practice+Revise
√ Level ZeroTM + Study Planner
√ Video tutorials
√ Downloadable PDF Files
√ Monthly Test
√ Mock Exam (total 3)
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√ Placement Support(Currently available only in India)
√
√ Pricing Nov 2019

$550
₹36000 Pricing May 2020

$640
₹42000
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CFA® Level III FRM® Part I

√ √
√ √
√ √
√ √
√ √
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√ √
– √
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₹ 38,000 ₹ 38,000
CFA Level II Online
Premium Premium Plus Platinum
Learn Learn+Practice Learn+Practice+Revise
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₹ 24,000 ₹ 30,000 ₹ 36,000
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eNotes Package!
 FinTree Financial Modeling
FinTree's very own in-house program helps you build practical skills in finance. This course helps you to build skills that are cruc

Premium
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Basic Excel √ √
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Equity Valuation Concepts Video √ √
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Financial Modelling