| Expiry period |
Lifetime |
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| Made in |
English |
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| Last updated at |
Tue Jan 2024 |
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| Level |
Advanced |
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| Total lectures |
48 |
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| Total quizzes |
0 |
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| Total duration |
Hours |
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| Total enrolment |
0 |
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| Number of reviews |
0 |
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| Short description |
Explore Advanced Portfolio Management and Investment Analysis in Chartered Financial Analyst (CFA) Level II, where you'll delve deeper into asset allocation, security analysis, risk management, and ethical considerations to become a skilled financial professional. |
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| Outcomes |
- Advanced Portfolio Management: Demonstrate a deep understanding of advanced portfolio management techniques, including asset allocation, risk assessment, and performance evaluation. Apply modern portfolio theory to construct diversified portfolios that align with specific investment objectives and risk tolerances.
- Investment Analysis and Valuation: Conduct advanced analysis of individual securities, including equities and fixed-income instruments, to evaluate their potential for returns and risks. Apply valuation models and quantitative techniques to make informed investment decisions.
- Ethical and Professional Conduct: Uphold the highest ethical and professional standards in the practice of finance, as guided by the CFA Institute's Code of Ethics and Standards of Professional Conduct. Navigate complex ethical dilemmas and make ethical decisions in real-world financial scenarios.
- Risk Management and Mitigation: Effectively identify, assess, and manage financial risks across various asset classes, including market risk, credit risk, and operational risk. Implement risk mitigation strategies to protect investment portfolios.
- Alternative Investments: Understand the role of alternative investments, such as hedge funds, private equity, and real assets, in portfolio diversification and risk management. Evaluate the unique characteristics and risks associated with alternative investment strategies.
- Regulatory Compliance: Comply with legal and regulatory requirements in the financial industry and understand the implications of non-compliance. Navigate the evolving regulatory landscape and stay current with industry regulations.
- Communication and Reporting: Effectively communicate complex financial concepts and investment strategies to clients, colleagues, and stakeholders. Prepare comprehensive investment reports and presentations that demonstrate a clear understanding of investment analysis and portfolio management.
- Exam Preparedness: Be fully prepared to take the CFA Level II exam, with a strong command of the curriculum and the ability to tackle complex exam questions. Apply critical thinking and problem-solving skills to answer exam questions accurately and efficiently.
- Career Advancement: Enhance career prospects by gaining specialized knowledge and skills in portfolio management, investment analysis, and ethics. Pursue opportunities in roles such as portfolio manager, financial analyst, risk manager, and investment advisor.
- Lifelong Learning: - Develop a commitment to lifelong learning and professional development in the finance industry. - Continue to advance knowledge and expertise through ongoing education and participation in the CFA Institute's Continuing Education Program. These course outcomes reflect the comprehensive knowledge and skills that candidates are expected to acquire during the CFA Level II course. Successful completion of the course and the CFA Level II exam positions individuals for a rewarding career in finance and investment management.
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| Requirements |
- Prerequisite Knowledge: Completion of CFA Level I: Before enrolling in the CFA Level II course, candidates are required to have successfully completed the CFA Level I exam. Alternatively, candidates should possess equivalent knowledge in finance and investment concepts.
- Course Enrollment: Enroll in the CFA Level II course through an accredited course provider or institution. The enrollment process may require providing personal information, payment of course fees, and agreeing to the course terms and conditions.
- Study Materials: Obtain the official CFA Level II curriculum materials, which typically include textbooks, study guides, and online resources provided by the CFA Institute. These materials are essential for preparing for the exam.
- Study Commitment: Dedicate a substantial amount of time to study and preparation. The CFA Level II exam is comprehensive and requires significant effort. Candidates often spend several months preparing for the exam.
- Exam Registration: Separate from the course enrollment, candidates must register for the CFA Level II exam directly through the CFA Institute's official website. Ensure that you meet the exam registration deadlines and requirements.
- Attendance and Participation: Actively engage with the course materials, including video lectures, reading materials, and practice exercises. Attend any optional live or virtual classes or workshops offered by the course provider.
- Practice Exams and Assessments: Complete practice exams and assessments to gauge your understanding of the course material and identify areas that require further review.
- Exam Readiness: Ensure that you are fully prepared for the CFA Level II exam by reviewing the curriculum, taking mock exams, and consistently scoring well on practice questions.
- Ethical Considerations: Familiarize yourself with the CFA Institute's Code of Ethics and Standards of Professional Conduct, which are a fundamental part of the CFA program. Understanding and adhering to ethical principles is critical for exam success and professional conduct.
- Exam Registration and Fee Payment: - Register for the CFA Level II exam by the specified deadline. Pay the exam registration fee as required by the CFA Institute.
- Exam Preparation Strategy: - Develop a strategic approach to exam preparation, including creating a study schedule, setting milestones, and practicing time management for the exam day.
- Exam-Day Requirements: - Ensure that you meet all exam-day requirements, such as arriving at the exam center on time, bringing required identification, and adhering to the CFA Institute's policies and procedures.
- Exam Pass Requirement: - The ultimate goal of the course is to pass the CFA Level II exam. To pass, candidates must achieve a minimum passing score determined by the CFA Institute.
- Professional Conduct: - Candidates are expected to maintain a high level of professional conduct throughout the course and exam preparation, adhering to ethical principles and standards set by the CFA Institute.
- Continuing Education: - After passing the CFA Level II exam, candidates are required to continue their professional development and adhere to the CFA Institute's Continuing Education Program to maintain their CFA designation. Please note that specific course requirements and policies may vary depending on the course provider or institution offering the CFA Level II course. Be sure to refer to the course platform or institution for the most accurate and up-to-date information regarding course enrollment and requirements.
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