Documentos de Académico
Documentos de Profesional
Documentos de Cultura
PREPARACIÓN INTERNACIONAL
LEVEL I
CFA EXAM
EDUCACIÓN EJECUTIVA
SESIONES EN VIVO
INICIO
Domingo
21 de Marzo
RESUMEN DEL PROGRAMA
¿CÓMO LO LOGRAREMOS?
Exámenes y Sesiones
Sesiones Sesiones
Pruebas de
Teóricas Prácticas
Continuas Revisión
Pruebas por
90 68 Módulo y 12
horas horas Simulacros horas
Generales
Gonzalo Presa, CFA Luis Gonzali, CFA Daniel Morales, CQF, FRM
Former Chief Executive Officer VP / Co-Chief Investment Officer Head of Market Strategy
ScotiaFondos Franklin Templeton Investments Scotiabank Wealth Management
Nicolas Garavito, CMT, CFA Marco Salazar, CFA Miguel Ospina, CFA
Senior Portfolio Specialist Senior Portfolio Manager Head of Research
Skandia Holding Peruvian Central Bank Compass Group Asset Management
TEMARIO : ¿Qué aprenderemos?
Ethics Equity
•Ethics and Trust in the Investment •Market Organization & Structure •Security
Profession •Code of Ethics and Standards of Market Indices •Market Efficiency
Professional Conduct •Guidance for •Overview of Equity Securities •Introduction
Standards I–VII •Introduction to the Global 10% to Industry & Company Analysis •Equity 11%
Investment Performance Standards (GIPS) Valuation: Concepts & Basic Tools
•Global Investment Performance Standards
(GIPS)
Fixed Income
•Fixed-Income Securities: Defining
Quantitative Methods Elements •Fixed-Income Markets: Issuance,
•The Time Value of Money •Statistical Trading, Funding •Introduction to Fixed-
Concepts & Market Returns •Probability Income Valuation •Introduction to Asset- 11%
Concepts •Common Probability Distributions Backed Securities •Understanding Fixed-
11%
•Sampling & Estimation •Hypothesis Testing Income Risk and Return •Fundamentals of
Credit Analysis
Economics
•Topics in Demand & Supply Analysis •The Portfolio Management &
Firm & Market Structures •Aggregate Output, Wealth Management
Prices and Economic Growth •Understanding
•Portfolio Management: An Overview
Business Cycles •Monetary & Fiscal Policy 9%
•Portfolio Risk & Return: Part I •Portfolio
•International Trade and Capital Flows
Risk & Return: Part II •Basics of Portfolio 11%
•Currency Exchange Rates
Planning & Construction •Introduction to
Risk Management •Technical Analysis
Moved from Quantitative Methods •Fintech
Financial Reporting & Analysis
in Investment Management
•Introduction to Financial Statement Analysis
•Financial Reporting Standards
•Understanding Income Statement
Derivatives
•Understanding Balance Sheet
•Derivative Markets & Instruments •Basics
•Understanding Cashflow Statement 8%
of Derivative Pricing & Valuation
•Financial Analysis Techniques •Inventories 16%
•Long Lived Assets •Income Taxes •Non-
Current (Long-Term) Liabilities •Financial
Reporting Quality •Applications of Financial
Statement Analysis Alternative Investments
•Introduction to Alternative Investments 5%
Corporate Finance
•Introduction to Corporate Governance &
Other ESG Considerations •Capital
Budgeting •Cost of Capital •Measures of 8%
Leverage •Working Capital Management
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