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At TWSS, We have experienced faculties who are there to guide you on a full time basis .We do not believe in ad hoc arrangements for faculties. We believe the connect with students is establishes once students know we are there for you always.


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The Wall Street School is an Approved Prep Provider of CFA Institute. We provide training on all 10 subjects of this program.





Level I CFA® Program Curriculum

Chapter - 1

Corporate Finance

Capital Budgeting

The capital budgeting process is the process of identifying and evaluating capital projects, that is, projects where the cash flow to the firm will be received over a period

Cost of Capital

Cost of capital signifies what is the weighted average return expectation of all investors.

Measures of Leverage

Leverage refers to the burden of fixed cost a firm has. Here we define and calculate various measures of leverage and the firm characteristics that affect the levels of operating and financial leverage.

Working Capital Management

Working capital means the amount required by the firm to run its day-to-day operations. Here we learn how a firm manages its working capital, its short-term financing policy, and its sources of short-term financing for liquidity needs.

Corporate Governance

Candidates should understand the idea of a firm’s stakeholders, how conflicts can arise between stakeholders, and how effective corporate governance can mitigate problems arising from these conflicts.

Chapter - 2

Financial Reporting Analysis

Inventories

The chapter discusses the different inventory cost flow methods: FIFO, LIFO, and weighted average cost.

Long-Lived Assets

Understand the accounting treatment with respect to long-lived assets.

Non-Current Liabilities

Understand the accounting treatment with respect to non-current liabilities.

Income Taxes

Understand what is deferred taxes, and accounting treatment with respect to differed tax asset and differed tax liabilities.

Understanding Income Statements

Basic format of Income Statement

Understanding Balance Sheets

Basic format of Balance Sheet

Understanding Cash Flow Statements

How to prepare a firm's cash flow statement using direct and indirect approach.

Financial Analysis Techniques

The chapter covers various financial ratios.

Financial Statement Analysis: An Introduction

Brief introduction about financial statement

Financial Reporting Standards

The chapter covers accounting standards: why they exist, who issues them, and who enforces them.

Financial Reporting Quality

Here we cover the quality of a firm’s financial statements, which, together with the quality of reported earnings, determines what is defined as the overall quality of the firm’s financial reports.

Financial Statement Analysis: Applications

In this chapter, we will apply the analytic methods detailed in the topic review of Financial Analysis Techniques.

Chapter - 3

Equity

Market Organization and Structure

What are the various financial asset, where we invest are money in.

Security Market Indexes

Security market indexes are used to measure the performance of markets and investment managers. Understand the construction, calculation, and weaknesses of price-weighted, market capitalization-weighted, and equal-weighted indexes.

Market Efficiency

We learn the three forms of market efficiency and know the evidence from tests of each form of market efficiency.

Overview of Equity Securities

We learn the three forms of market efficiency and know the evidence from tests of each form of market efficiency.

Industry and Company Analysis

Understand the effects of business cycles and the stage of an industry’s life cycle. Porter’s five forces and two competitive strategies are very important to know.

Equity Valuation: Concepts and Basic Tools

Understanding of various valuation techniques, know when the various models are appropriate, how to apply them, and their advantages and disadvantages.

Chapter - 4

Alternative Investment

Alternative Instrument

“Alternative investments” collectively refers to the many asset classes that fall outside the traditional definitions of stocks and bonds. This category includes hedge funds, private equity, real estate, commodities, infrastructure, and other alternative investments, primarily collectibles. Each of these alternative investments has unique characteristics that require a different approach by the analyst.

Chapter - 5

Derivative

Derivative Market and Instruments

Candidates should be familiar with the basic concepts that underlie derivatives and the general arbitrage framework.

Derivative Valuation

Here the focus is on the pricing and valuation of derivatives based on a no-arbitrage condition.

Chapter - 6

Fixed Income

FI Securities: Defining Elements

Here the focus should be on learning the basic characteristics of debt securities.

FI Markets: Issuance, Trading and Funding

Focus on different types of issuers, features of the various debt security structures, and why different sources of funds have different interest costs.

FI Valuation

Here we learn how to value fixed income securities.

Asset Backed Securities

Our primary focus is residential mortgage-backed securities (RMBS). Candidates should understand the characteristics of mortgage passthrough securities and how and why collateralized mortgage obligations are created from them. Be prepared to compare and contrast agency RMBS, nonagency RMBS, and commercial MBS. Finally, candidates should know why collateralized debt obligations are created and how they differ from the other securitized debt securities covered.

FI Risk and Return

“Risk” refers primarily to risk arising from uncertainty about future interest rates. Calculations required by the learning outcomes include the sources of bond returns, three duration measures, money duration, the price value of a basis point, and approximate convexity.

Credit Analysis

Here we understand what is credit risk and how to perform credit underwriting.

Chapter - 7

Quantitative Techniques

Time Value of Money

We understand time value of money concepts and applications. Procedures are presented for calculating the future value and present value of a single cash flow, an annuity, and a series of uneven cash flows. The impact of different compounding periods is examined, along with the procedures for solving for other variables in time value of money problems.

Discounted Cash Flow Applications

Understand how to evaluate capital budgeting projects.

Statistical Concepts and Market Returns

This chapter is about the uses of descriptive statistics to summarize and portray important characteristics of large sets of data.

Probability Concepts

The chapter covers important terms and concepts associated with probability theory.

Common Probability Distributions

We will learn bout uniform and binominal distributions.

Sampling and Estimation

The chapter covers random samples and inferences about population means from sample data.

Hypothesis Testing

This chapter covers common hypothesis testing procedures

Technical Analysis

The chapter covers how with the help of charts, we predict stock prices.

Chapter - 8

Portfolio Management

PM: An Overview

Portfolio management is the art and science of making decisions about investment mix and policy, matching investments to objectives, asset allocation for individuals and institutions, and balancing risk against performance.

Risk and Return: Part I

This topic review makes use of many of the statistical and returns measures we covered in Quantitative Methods.

Risk and Return: Part II

Here, we learn how through diversification, we can reduce unsystematic risk and we will only be compensated for systematic risk only.

Portfolio Planning

Here, we understand why investment policy statements are created and what their major components are.

Risk Management

Here, we understand that organizations should estimate the various risks they face and then reduce some risks and accept or increase other risks. The result should be a bundle of risks that simultaneously matches the risk tolerance of the organization and provides the greatest benefits in terms of reaching the organization’s goals.

Fintech

As terms like Big Data, blockchain, and algorithmic trading come into common use, CFA® candidates are expected to be familiar with them and how they relate to investment management.

Chapter - 9

Ethics

Ethics

Candidates should learn the definitions of ethics and ethical behaviour presented by the authors and the arguments presented for having a code of ethics and following ethical principles.

Code of Ethics

Understand and comply with the Standards of Professional Conduct.

Guidance for Standards I-VII

The Standards of Professional Conduct comprise seven Standards (I–VII) and a total of22 subsections. These Standards and their application are covered here.

Introduction to GIPS

Introduction to the Global Investment Performance Standards (GIPS®).

GIPS

Key features of the GIPS standards.

Chapter - 10

Economics

Demand and Supply

Understand supply and demand, utility-maximizing consumers, and the product and cost curves of firms.

Market Structures

It covers four market structures: perfect competition, monopolistic competition, oligopoly, and monopoly.

Aggregate Output

The chapter introduces macroeconomics and the measurement of aggregate economic output.

Business Cycle

Candidates need to know how to interpret the many economic indicators that are available and why various indicators tend to lead, coincide with, or lag behind changes in economic activity.

Monetary and Fiscal Policy

The chapter covers supply and demand for money, as well as fiscal and monetary policy.

International Trade

Learn how comparative advantage results in a welfare gain from international trade and the two models of the sources of comparative advantage.

Currency Exchange Rates

Candidates must understand spot exchange rates, forward exchange rates, and all the calculations having to do with currency appreciation and depreciation.

Faculty

Making the most of our deep connects with the industry, a senior Industry professional is on hand to mentor you to narrow down your career choices, evaluate your project submissions and give you constructive feedback.

CA Vikas Vohra

Chartered Accountancy from the Institute of Chartered Accountants of India (May 13 Passout)
Level III CFA® candidate
Bachelors in Commerce from Delhi University

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Karan Singh

Chartered Accountancy from the Institute of Chartered Accountants of India
Completed all 3 levels of CFA® (USA)
Bachelors in Commerce (Honors) from SGTB Khalsa College, D.U.

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Admissions

The program is meant of all candidates seeking to appear for Level I examination of CFA Institute in Jun'19 or Dec'19.

Duration & Fees

Duration

3 Months | 55 Classes (~2 hours per day)

Hours

120+ Hours

Timing

Tue-Fri
7am - 9am (only Gurugram)*
7pm - 9pm (only Gurugram)*

Fees

₹ 31,000/-

Duration & Fees

Duration

3.5 Months | 27 Classes | (~ 4 hours per day)

Hours

120+ Hours

Timing

Sat-Sun
9am - 1pm (Gurugram)*
3pm - 7pm (Delhi NSP)*

Fees

₹ 26,000/-

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