CFA Level 1 Prep: Introduction to the CFA Exam 0.25 CPE

This course reviews the material participants need to know for the CFA Level 1 exam at a high level. The course is NOT intended as a comprehensive primer. In-person CFA prep courses often extend from 40-200 hours. This course covers everything a CFA participant should be familiar with in a shorter timeframe separated into digestible chunks focused on 1 section of the CFA at a time. The course is ideal for anyone looking to enter the financial industry, especially in the investments world. The CFA exam is a huge industry exam taken by over 500K people annually. Test pass rates are low and this course is designed to help participants improve their chances of passing the exam.

Prerequisites

No advanced preparation or prerequisites are required for this course. 

Learning Objective

• Explore and learn about putting investors first in critical and everyday practice.
• Identify from time value of money analysis to correlation analysis and regression, learn robust quantitative methods.
• Discover and delve into supply and demand, the monetary system, inflation, effects of government regulation, and much more.
• Explore the details of the financial reporting system (emphasis on international standards, IFRS) and analysis of taxes, debt, global operations, and more.
• recognize from corporate governance to capital structure decisions, we cover complex issues in corporate finance.
• Explore the types of equity securities, equity portfolio measurements, and much more.
• Identify fixed income security types, portfolio benchmarks, and other complex topics.
• Identify about forward markets, future markets, option markets, and more.
• Explore real estate, private equity, commodities, and more.
• Explore the essentials of managing different types of portfolios successfully.

Last updated/reviewed: July 13, 2025