CFDA
CHAPTER 1 THE INVESTMENT INDUSTRY: A TOP-DOWN VIEW
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.
CHAPTER 2 ETHICS AND INVESTMENT PROFESSIONALISM
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
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
CHAPTER 4 MICROECONOMICS
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 fixed costs on profitability;
Identify factors that affect pricing;
Compare types of market environment: perfect competition, pure monopoly, monopolistic competition, and oligopoly.
CHAPTER 5 MACROECONOMICS
Describe why macroeconomic considerations are 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.
CHAPTER 6 ECONOMICS OF INTERNATIONAL TRADE
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
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 of operating, 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 analyse a company’s liquidity, profitability, financing, shareholder return, and shareholder value.
CHAPTER 8 QUANTITATIVE CONCEPTS
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.
CHAPTER 9 DEBT SECURITIES
Identify issuers of debt securities;
Describe features of debt securities;
Describe seniority ranking of debt securities when default occurs;
Describe types of bonds;
Describe bonds with embedded provisions;
Describe securitisation and asset-backed securities;
Define current yield;
Describe the discounted cash flow approach to valuing debt securities;
Describe a bond’s yield to maturity;
Explain the relationship between a bond’s price and its yield to maturity;
Define yield curve;
Explain risks of investing in debt securities;
Define a credit spread.
CHAPTER 10 EQUITY SECURITIES
Describe features of equity securities;
Describe types of equity securities;
Compare risk and return of equity and debt securities;
Describe approaches to valuing common shares;
Describe company actions that affect the company’s shares outstanding.
CHAPTER 11 DERIVATIVES
Define a derivative contract;
Describe uses of derivative contracts;
Describe key terms of derivative contracts;
Describe forwards and futures;
Distinguish between forwards and futures;
Describe options and their uses;
Define swaps and their uses
CHAPTER 12 ALTERNATIVE INVESTMENTS
Describe advantages and limitations of alternative investments;
Describe private equity investments;
Describe real estate investments;
Describe commodity investments.
CHAPTER 13 STRUCTURE OF THE INVESTMENT INDUSTRY
Describe needs served by the investment industry;
Describe financial planning services;
Describe investment management services;
Describe investment information services;
Describe trading services;
Compare the roles of brokers and dealers;
Distinguish between buy-side and sell-side firms in the investment industry;
Distinguish between front-, middle-, and back-office functions in the investment industry;
Identify positions and responsibilities within firms in the investment industry
CHAPTER 14 INVESTMENT VEHICLES
Compare direct and indirect investing in securities and assets;
Distinguish between pooled investments, including open-end mutual funds, closed-end funds, and exchange-traded funds;
Describe security market indices including their construction and valuation, and identify types of indices;
Describe index funds, including their purposes and construction;
Describe hedge funds;
Describe funds of funds;
Describe managed accounts;
Describe tax-advantaged accounts and describe the use of taxable accounts to manage tax liabilities.
CHAPTER 15 THE FUNCTIONING OF FINANCIAL MARKETS
Distinguish between primary and secondary markets;
Explain the role of investment banks in helping issuers raise capital;
Describe primary market transactions, including public offerings, private placements, and right issues;
Explain the roles of trading venues, including exchanges and alternative trading venues;
Identify characteristics of quote-driven, order-driven, and brokered markets;
Compare long, short, and leveraged positions in terms of risk and potential return;
Describe order instructions and types of orders;
Describe clearing and settlement of trades;
Identify types of transaction costs;
Describe market efficiency in terms of operations, information, and allocation.
CHAPTER 16 INVESTORS AND THEIR NEEDS
Describe the importance of identifying investor needs to the investment process;
Identify, describe, and compare types of individual and institutional investors;
Compare defined benefit pension plans and defined contribution pension plans;
Explain factors that affect investor needs;
Describe the rationale for and structure of investment policy statements in serving client needs.
CHAPTER 17 INVESTMENT MANAGEMENT
Describe systematic risk and specific risk;
Describe how diversification affects the risk of a portfolio;
Describe how portfolios are constructed to address client investment objectives and constraints;
Describe strategic and tactical asset allocation;
Compare passive and active investment management;
Explain factors necessary for successful active management;
Describe how active managers attempt to identify and capture market inefficiencies.
CHAPTER 18 RISK MANAGEMENT
Define risk and identify types of risk;
Define risk management;
Describe a risk management process;
Describe risk management functions;
Describe benefits and costs of risk management;
Define operational risk and explain how it is managed;
Define compliance risk and explain how it is managed;
Define investment risk and explain how it is managed;
Define value at risk and describe its advantages and weaknesses.
CHAPTER 19 PERFORMANCE EVALUATION
Describe a performance evaluation process;
Describe measures of return, including holding-period returns and time-weighted rates of return
Compare use of arithmetic and geometric mean rates of returns in performance evaluation;
Describe measures of risk, including standard deviation and downside deviation;
Describe reward-to-risk ratios, including the Sharpe and Treynor ratios;
Describe uses of benchmarks and explain the selection of a benchmark;
Explain measures of relative performance, including tracking error and the information ratio;
Explain the concept of alpha;
Explain uses of performance attribution.
CHAPTER 20 INVESTMENT INDUSTRY DOCUMENTATION
Define a document;
Describe objectives of documentation;
Describe document classification systems;
Describe types of internal documentation;
Describe types of external documentation;
Describe document management.