Accredited Financial Analyst®

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Course overview

AAFM MINDIA

The AFA® certification is a globally recognized credential designed to develop the skills required by Financial Analysts, Research Analysts, and Equity Analysts. It focuses on critical functions related to Financial Statement Analysis, Corporate Finance, Equity Research, Investment Analysis, and Financial Modelling.

What will I Learn?

Upon completion, participants will have enhanced skills in financial analysis, equity research, and financial modelling, preparing them for roles such as Research Analysts, Equity Analysts, Portfolio Managers, and Investment Bankers.

Requirements

Candidates should possess a graduate degree in any field. Students in their first year of graduation can apply and take the AFA® exams in their pre-final year.

Curriculum for this course

100 Lessons 00:00:00 Hours

Level - 1

Unit 1 - Introduction to Financial Market

12 Lessons 00:00:00 Hours

Chapter 1 - Global Financial System
.
Chapter 2 - Economic Unions
.
Chapter 3 - The International Financial Institutions
.
Chapter-4 Types of Financial Markets within the Global Financial
.
Chapter 5 - Introduction to Macro Economics
.
Chapter 6 - Inflation and Interest Rates
.
Chapter 7 - National Income Accounting
.
Chapter 8 - Government and Fiscal Policy
.
Chapter 9 - Money and Monetary Policy
.
Chapter 10 - The External Sector
.
Chapter 11 - The Balance of Payments
.
Chapter 12 - International Regulatory Framework
.

Unit 2 - Quantitative Techniques and Methods

17 Lessons 00:00:00 Hours

Chapter 1 - An Introduction to Statistics
.
Chapter 2 - Arrangement of Data
.
Chapter 3 - Probability Concepts
.
Chapter 4 - Decision Tree
.
Chapter 5 - Measures of Central Tendency
.
Chapter 6 - Measures of Central Dispersion
.
Chapter 7 - Correlation and Regression
.
Chapter 8 - Time Series Analysis
.
Chapter 9 - Index Numbers
.
Chapter 10 - Normal Distribution
.
Chapter 11 - Sampling and Estimation
.
Chapter 12 - Hypothesis Testing
.
Chapter 13 - Time Value of Money
.
Chapter 14 - Measuring Rate of Returns
.
Chapter 15 - Annuities
.
Chapter 16 - Role of TVM in Capital Budgeting Techniques
.
Chapter 17 - Portfolio Return Measurement
.

Unit 3 - Financial Statement Analysis

9 Lessons 00:00:00 Hours

Chapter 1 - Introduction
.
Chapter 2 - Tools of Analysis of Financial Statements
.
Chapter 3 - Understanding Income Statements
.
Chapter 4 - Balance Sheet
.
Chapter 5 - Cash Flow Analysis
.
Chapter 6 - Inventory
.
Chapter 7 - Long Lived Assets
.
Chapter 8 - Income Taxes
.
Chapter 9 - Financial Reporting Mechanisms
.

Unit 4 - Corporate Finance

9 Lessons 00:00:00 Hours

Chapter 1 - Understanding Corporate Finance
.
Chapter 2 - Capital Budgeting
.
Chapter 3 - Cost of Capital
.
Chapter 4 - Working Capital
.
Chapter 5 - Corporate Governance
.
Chapter 6 - Capital Structure
.
Chapter 7 - Leverage
.
Chapter 8 - Dividend Policy
.
Chapter 9 - Mergers and Acquisitions
.

Unit 5 - Fixed Income Security Analysis

7 Lessons 00:00:00 Hours

Chapter 1 - Introduction
.
Chapter 2 - Fixed Income Valuation
.
Chapter 3 - Duration and Convexity
.
Chapter 4 - Embedded Options
.
Chapter 5 - ABS and MBS
.
Chapter 6 - Credit Derivatives & CDO
.
Chapter 7 - Fixed Income Portfolio Management
.

Unit 6 - Equity Valuation

11 Lessons 00:00:00 Hours

Chapter 1 - Equity Markets and Structures
.
Chapter 2 - Fundamental Analysis
.
Chapter 3 - Industry Analysis
.
Chapter 4 - Company Analysis
.
Chapter 5 - Models of Equity Valuation
.
Chapter 6 - Technical Analysis
.
Chapter 7 - Type of Charts
.
Chapter 8 - Technical Indicators
.
Chapter 9 - Other Technical Indicators
.
Chapter 10 - Theories of Technical Analysis
.
Chapter 11 - Wealth Management Perspective
.

Unit 7 - Derivatives and Alternate Investments

8 Lessons 00:00:00 Hours

Chapter 1 - Derivatives-Options and Swaps
.
Chapter 2 - Alternate Assets
.
Chapter 3 - Hedge Funds
.
Chapter 4 - Commodities and Managed Futures
.
Chapter 5 - Private Equity
.
Chapter 6 - Structured Products
.
Chapter 7 - Alternatives and Risk Mitigation
.
Chapter 8 - Alternate Assets in India
.

Unit 8 - Portfolio Management Strategies

12 Lessons 00:00:00 Hours

Chapter 1 - Introduction to Portfolio Management
.
Chapter 2 - Investment Risk
.
Chapter 3 - Types of Investment Returns
.
Chapter 4 - Measures of Risk
.
Chapter 5 - Managing Risk Through Diversification
.
Chapter 6 - Asset Pricing Models
.
Chapter 7 - Asset Allocation
.
Chapter 8 - Equity Portfolio Management
.
Chapter 9 - Rebalancing Strategies
.
Chapter 10 - Asset Liabaility Management of Individual Investors
.
Chapter 11 - Drafting of Investment Policy Statement
.
Chapter 12 - Current Scenario of Portfolio Management
.

Unit 9 - Behavioural Finance

8 Lessons 00:00:00 Hours

Chapter 1 - Introduction to Behavioral Finance
.
Chapter 2 - Heuristics and Biases
.
Chapter 3 - Anomalies - Economic Behavior
.
Chapter 4 - Anomalies - Market Prices & Returns
.
Chapter 5 - Group Behavior
.
Chapter 6 - Investment Style and Behavioral Finance
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Chapter 7 - Cases on Behavioral Biases
.
Chapter 8 - Analyst Perspective on Behavioral Finance
.

Unit 10 - Advanced Financial Analysis

7 Lessons 00:00:00 Hours

Chapter 1 - Introduction to Financial Analysis
.
Chapter 2 - Financial Analysis Data
.
Chapter 3 - Financial Valuation
.
Chapter 4 - Relative Valuation
.
Chapter 5 - Control and Liquidity
.
Chapter 6 - Distress Securities
.
Chapter-7-Report-Writing
.

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AAFM Admin

The AAFM Board of StandardsTM was founded in 1996, via a merger between the American Academy of Financial Management & Analysts (AAFM) and the Founders Advisory Committee of the Original Tax and Estate Planning Law ReviewTM. The AAFM was originally established in as a professional organization for investment managers, lawyers, and analysts. The Law Review was founded to examine strategic wealth and estate planning issues for Law, CPA, PhD, and MBA graduates and to award the wealth management, estate planning, and tax designations.

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The AAFM Board of StandardsTM was founded in 1996, via a merger between the American Academy of Financial Management & Analysts (AAFM) and the Founders Advisory Committee of the Or...

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Accredited Financial Analyst®

What will I Learn?

Level - 1

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