CFA Review
The Center for Active Business Education offers a .25 unit pass/fail Chartered Financial Analyst (CFA) review course for seniors each spring.The CFA (Chartered Financial Analyst) charter is a professional designation awarded by the CFA Institute. The CFA charter serves a similar purpose for investment professionals that the CPA does for accountants. It demonstrates a mastery of a comprehensive body of knowledge important in the investment decision-making process. Many investment firms require entry-level employees to pursue the CFA designation as a condition of employment.
To earn a CFA designation, a candidate must pass three levels of exams (Levels I, II, III) and meet the experience requirement specified by the CFA Institute. The CFA review course at UR prepares you for the Level I exam.
If you are planning to sit for the CFA exam, it is recommended that you take the following courses:
- FIN 366 Investments
- FIN 467 Portfolio Management and Analysis
- FIN 462 International Financial Management
- FIN 466 Fixed Income and Derivative Securities
- ACCT 320 Financial Statement Analysis
- CFA Economics (2 copies)
- CFA Ethics and Quantitative Analysis (2 copies)
- CFA Equity and Fixed Income (2 copies)
- CFA Corporate Finance and Portfolio Management (2 copies)
- CFA Derivatives (2 copies)
- CFA Financial Statement Analysis (2 copies)
Contact
Dr. John H. Earl, Jr.
Associate Professor of Finance