Courses
Chartered Financial Analyst Level 2 Course (in English)
Chartered Financial Analyst Level 2 Course (in English)
Online Course via Zoom
- Lecturer: Casey Lim, PhD, CFA
- Class Period: TBA
- Total class hours: 75
- Taught in English.
- For those sitting for the CFA® Level 2 Exam* in Feb 2022.
- Also suitable for those who wish to learn more about the contents of Valuation and Investment Management as outlined in the CFA Level 2 syllabus 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. The copyright of these notes belongs to Aquewood Strategy Pty Ltd.
- Strong emphasis on the application of the methodologies and concepts through problem solving and exercises using Excel based on real data.
- All lectures are online, live, interactive, and recorded. Recorded videos are made available to enrolled students.
- Invitations to attend the live online lectures will be sent to all enrolled students.
- Registrations after the course 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 to ask questions online after the scheduled lectures.
- Course fee 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 but prior knowledge of the contents in the Financial Analyst Level 1 course program is assumed.
- Those who wish to sit for the CFA Level 2 examination should meet the requirements as specified by the CFA Institute.
Online classes are scheduled as follows:
Time Table:
21 Mar – 1 Aug 2021
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Topics Covered:
- Quantitative Methods
- Economics
- Corporate Finance
- Equity Valuation
- Fixed Income
- Financial Reporting and Analysis
- Derivatives
- Alternative Investments
- Portfolio Management
- Ethical and Professional Standards
*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/
What this Course Program will cover:
The contents are aligned with the topics in the CFA Level 2 education program:
Students who enrol in the CFA examination will be provided the readings by the CFA Institute.
The lecturer will provide appropriate additional references and textbooks for the contents of this course program. This is meant for those who do not intend to sit for the CFA examinations.
The course fee for this course program does not cover the costs of any textbooks, articles, readings as specified by the CFA Institute for the CFA examination, registration fee and examination fee for the CFA examinations.
Students are welcome to ask any questions via emails or during the lectures on any content in the CFA Level 2 (and Level 1) syllabus.
