Chartered Financial Analyst Level 1 Course (in English)
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Chartered Financial Analyst Level 1 Course (in English)

Online Course via Zoom

  • Lecturer: Casey Lim, PhD, CFA
  • Class Period:  10 April – 31 Jul 2021
  • Total class hours: 75
  • Taught in English
  • For those sitting for the CFA® Level 1 Exam* in Aug 2021 and Nov 2021
  • Also suitable for those who wish to learn more about Valuation and Investment Management to advance their knowledge in this area.
  • Students who enrol in this course program will be provided a set of ppt notes and Excel files for students to work on. These teaching notes will be used during the lectures and will be provided to enrolled students before the lectures begin.
  • Strong emphasis on the applications of the methodologies and concepts through problem solving and exercises using Excel based on real data.
  • All lectures are online, live, interactive, recorded and made available to enrolled students.
  • Invitations to attend the live online lectures will be sent to all enrolled students.
  • Registrations after the start date are allowed. Recorded lectures are available for students who enrol after the start date.
  • All students, including those who register after the start date, are welcome to email the lecturer any questions and stay back online to ask questions after the scheduled lectures.
  • Course fee is inclusive of an optional online exam set by the lecturer at the end of the course program.
  • Course fee is not refundable but is transferable to another person.
  • There are no specific entry requirements to enrol in this course.
  • Those who wish to sit for the CFA Level 1 examination should meet the requirements as specified by the CFA Institute.

Online classes are scheduled as follows:

Time Table:

20 Mar – 31 Jul 2021

Topics Covered:

  • Quantitative Methods
  • Economics
  • Corporate Finance
  • Fixed Income
  • Financial Reporting and Analysis
  • Equity Investments
  • Alternative Investments
  • Derivatives
  • Portfolio Management
  • Ethical and Professional Standards

Complimentary to all who are enrolled in the Financial Analyst Level 1 course:
These sessions below will involve Q and A and review sessions and will help students to prepare for the Nov 2021 CFA Level 1 exam:

Time Table:

  • 25 Sep 2021 – 30 Oct 2021

Terms and Conditions

*Information about the eligibility requirements to sit for the CFA examinations, application to enrol in the CFA examination, etc is available from:

CFA Institute website, http://www.cfainstitute.org/

Please note that CFA Institute does not endorse, promote, review or warrant the accuracy of the products or services offered by organisations sponsoring or providing CFA examination preparation materials or programmes, nor does the CFA Institute verify the pass rates or exam results as claimed by such organizations.

CFA is a licensed service mark of CFA Institute. For general information on the CFA programme, please look up The CFA Institute website: http://www.cfainstitute.org/

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