The CFA Programs
Focus Areas
The Program has five focus areas:
Financial Markets
Financial markets include capital markets (equity, debt and derivatives) both primary and secondary segments. The players include the issuers of financial instruments, the institutional and individual investors, the intermediaries (like investment bankers, brokers, bankers, etc), the financial analysts, the media, the mutual funds, pension funds, hedge funds, the stock exchanges (like Bombay Stock Exchange, National Stock Exchange, etc), and the regulators like Securities and Exchange Board of India.
Analysis and Valuation
The various financial instruments like equity, fixed income securities (like bonds), and derivatives (like options, futures, and swaps) have different risks associated with them and yield different returns. These risks and returns have to be carefully analyzed and the instruments have to be properly valued applying various methods of valuation.
Portfolio Management
Different investors have different risk profiles and return-expectations. Hence different portfolios have to be developed and managed to achieve the objectives of the investors. Depending upon the changing circumstances, the portfolios have to be rebalanced. Asset allocation and risk-return management are the key functions of a successful portfolio manager.
Mutual and Other Funds
A wide variety of mutual funds, pension funds, and hedge funds have come into existence. Each mutual fund has several schemes: growth schemes, income schemes, balanced schemes, sectoral schemes, index-linked schemes, tax-planning, schemes etc. Several insurance companies have to manage their investment funds as per Insurance Regulatory Development Authority Regulations. Securities and Exchange Board of India has kept in place detailed regulations for mutual funds.
Code of Conduct
The CFAs are required to adhere to the code of ethics and standards of professional conduct covering various aspects like integrity, ethical behavior, professional competence, objectivity, professional independence and public trust.
Eligibility
Regular CFA: Graduation (any discipline) with 45% and above.
Duration: 24 months.
PROGRAM STRUCTURE
The CFA Program is divided into six groups. Each group consists of two subjects. The students are required to appear for the examinations in a sequential manner.
Year I
Group A
Financial Accounting
Economics
Group B
Quantitative Methods
Financial Management
Group C
Financial Markets
Financial Statement Analysis
Year II
Group D
Equity: Analysis & Valuation
Fixed Income Securities: Analysis & Valuation
Group E
Derivatives: Analysis & Valuation
Portfolio Management
Group F
Mutual and other Funds
Professional Ethics and Case Studies
Detailed curriculum will be provided to the enrolled students through the Students Regulations Book. (Examinations for each subject is for 100 marks and of 3 hours duration).
Regards,
Kalpagiri,
ICFAI University,
Cell : +91 990 888 6050,
Mail to :
From India, Pune
Focus Areas
The Program has five focus areas:
Financial Markets
Financial markets include capital markets (equity, debt and derivatives) both primary and secondary segments. The players include the issuers of financial instruments, the institutional and individual investors, the intermediaries (like investment bankers, brokers, bankers, etc), the financial analysts, the media, the mutual funds, pension funds, hedge funds, the stock exchanges (like Bombay Stock Exchange, National Stock Exchange, etc), and the regulators like Securities and Exchange Board of India.
Analysis and Valuation
The various financial instruments like equity, fixed income securities (like bonds), and derivatives (like options, futures, and swaps) have different risks associated with them and yield different returns. These risks and returns have to be carefully analyzed and the instruments have to be properly valued applying various methods of valuation.
Portfolio Management
Different investors have different risk profiles and return-expectations. Hence different portfolios have to be developed and managed to achieve the objectives of the investors. Depending upon the changing circumstances, the portfolios have to be rebalanced. Asset allocation and risk-return management are the key functions of a successful portfolio manager.
Mutual and Other Funds
A wide variety of mutual funds, pension funds, and hedge funds have come into existence. Each mutual fund has several schemes: growth schemes, income schemes, balanced schemes, sectoral schemes, index-linked schemes, tax-planning, schemes etc. Several insurance companies have to manage their investment funds as per Insurance Regulatory Development Authority Regulations. Securities and Exchange Board of India has kept in place detailed regulations for mutual funds.
Code of Conduct
The CFAs are required to adhere to the code of ethics and standards of professional conduct covering various aspects like integrity, ethical behavior, professional competence, objectivity, professional independence and public trust.
Eligibility
Regular CFA: Graduation (any discipline) with 45% and above.
Duration: 24 months.
PROGRAM STRUCTURE
The CFA Program is divided into six groups. Each group consists of two subjects. The students are required to appear for the examinations in a sequential manner.
Year I
Group A
Financial Accounting
Economics
Group B
Quantitative Methods
Financial Management
Group C
Financial Markets
Financial Statement Analysis
Year II
Group D
Equity: Analysis & Valuation
Fixed Income Securities: Analysis & Valuation
Group E
Derivatives: Analysis & Valuation
Portfolio Management
Group F
Mutual and other Funds
Professional Ethics and Case Studies
Detailed curriculum will be provided to the enrolled students through the Students Regulations Book. (Examinations for each subject is for 100 marks and of 3 hours duration).
Regards,
Kalpagiri,
ICFAI University,
Cell : +91 990 888 6050,
Mail to :
From India, Pune
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SALARY CERTIFICATE- MINISTRY OF FINANCE's Notification on formats.docx
5 S Program.ppt