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Investment Foundations Learning Goals and Topics

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24 views3 pages

Investment Foundations Learning Goals and Topics

Investment-Foundations-Learning-Goals-and-Topics.pdf

Uploaded by

Bazakli Maher
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Download as PDF, TXT or read online on Scribd
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Investment Foundations® Certificate

INVESTMENT FOUNDATIONS LEARNING GOALS


• Empower learners to build credibility within their organizations by mastering the core structure, functions,
and ethical principles of the investment industry, along with its evolving trends and essential vocabulary.
• Unlock critical thinking and innovation by equipping learners to ask the right questions and drive meaningful
change in the investment landscape.
• Accelerate career growth with industry-relevant concepts, tools, and techniques that open doors to new
opportunities.
• Foster expert communication and collaboration skills, enabling learners to confidently support and contribute
to investment management teams.

INVESTMENT FOUNDATIONS CURRICULUM

COURSE 1: INDUSTRY OVERVIEW AND STRUCTURE • Lesson 3: Financial Industry Regulation


• Lesson 4: Objectives of Regulation
Module 1: Overview of the Investment Industry • Lesson 5: Types of Regulation
• Lesson 1: What is the Financial Services Industry? • Lesson 6: Consequences of Compliance Failure
• Lesson 2: How Economies Benefit from the Existence of
the Investment Industry COURSE 2: TYPES AND FUNCTIONING OF MARKETS
• Lesson 3: How Investors Benefit from the Existence of the
Investment Industry? Module 1: Types of Security Markets and Trading Venues
• Lesson 4: Investment Industry Participants • Lesson 1: Primary and Secondary Security Markets
• Lesson 2: The Role of Issuers
Module 2: Structure of the Investment Industry • Lesson 3: Primary Market Transactions
• Lesson 1: Structure of Investment Firms • Lesson 4: Trading Venues
• Lesson 2: Investment Firm Staff and Leadership • Lesson 5: Market Structures
• Lesson 3: Financial Institutions
Module 2: Order Processing and Opportunities with
Module 3: Introduction to Industry Services Decentralized Finance
• Lesson 1: Investment Management Services • Lesson 1: Positions
• Lesson 2: Investment Information Services • Lesson 2: Orders
• Lesson 3: Trading Services • Lesson 3: Clearing and Settlement
• Lesson 4: Transaction Costs
Module 4: Financial Planning Services and Introduction
• Lesson 5: What is Decentralized Finance (DeFi)?
to FinTech
• Lesson 1: Needs Served by the Investment Industry Module 3: Investment Vehicles: Pooled Investments,
• Lesson 2: Financial Planning Services Exchange-Traded Funds, and Security Market Indices
• Lesson 3: Introduction to FinTech • Lesson 1: Direct and Indirect Investments
• Lesson 4: FinTech Applications • Lesson 2: Pooled Investments
• Lesson 3: Security Market Indices
Module 5: Investment Professionalism and Regulations
• Lesson 4: Index Funds
• Lesson 1: Key Forces Driving the Investment Industry
• Lesson 2: Ethics and the Investment Industry
Continued next page >

For more information visit www.cfainstitute.org © 2024 CFA Institute. All rights reserved.
Investment Foundations® Certificate
Module 4: Investment Vehicles: Hedge Funds, Module 5: Alternative Investments
Fund of Funds, and Managed Accounts • Lesson 1: Advantages and Limitations of
• Lesson 1: Hedge Funds Alternative Investments
• Lesson 2: Fund of Funds • Lesson 2: Private Equity Investments
• Lesson 3: Managed Accounts • Lesson 3: Real Estate Investments
• Lesson 4: Commodity Investments
COURSE 3: INVESTMENT INSTRUMENTS
COURSE 4: INVESTMENT INPUTS AND TOOLS
Module 1: Quantitative Concepts
• Lesson 1: Time Value of Money Module 1: Microeconomics
• Lesson 2: Present Value and Future Value • Lesson 1: Introduction to Economics and Microeconomics
• Lesson 3: Net Present Value • Lesson 2: Demand and Supply
• Lesson 4: Time Value of Money Applications • Lesson 3: Market Equilibrium
• Lesson 5: Descriptive Statistics • Lesson 4: Elasticities of Demand
• Lesson 6: Measures of Dispersion • Lesson 5: Profit and Costs of Production
• Lesson 7: Normal Distribution • Lesson 6: Market Environment
• Lesson 8: Correlation
Module 2: Macroeconomics
Module 2: Introduction to Investment Instruments • Lesson 1: Introduction to Macroeconomics
and Equity Securities • Lesson 2: Gross Domestic Product and the Business Cycle
• Lesson 1: Introduction to Investment Instruments • Lesson 3: Economic Growth
• Lesson 2: Introduction to Equity Securities • Lesson 4: The Business Cycle
• Lesson 3: Valuation of Common Shares • Lesson 5: Economic Indicators
• Lesson 4: Risks of Investing in Equity Securities • Lesson 6: Inflation
• Lesson 5: Corporate Actions • Lesson 7: Monetary and Fiscal Policies

Module 3: Debt Securities Module 3: Economics of International Trade


• Lesson 1: Introduction to Debt Securities • Lesson 1: Imports and Exports
• Lesson 2: Seniority Ranking • Lesson 2: Comparative Advantages Among Countries
• Lesson 3: Types of Bonds • Lesson 3: Balance of Payments
• Lesson 4: Bonds with Embedded Provisions • Lesson 4: Foreign Exchange Rate Systems
• Lesson 5: Valuation of Debt Securities • Lesson 5: Value of Currencies
• Lesson 6: Risks of Investing in Debt Securities • Lesson 6: The Foreign Exchange Market
• Lesson 7: Yield Curve
Module 4: Financial Statements
• Lesson 8: Comparing Equity and Debt Securities
• Lesson 1: Roles in Financial Reporting
Module 4: Derivatives • Lesson 2: The Balance Sheet
• Lesson 1: Introduction to Derivatives Contracts • Lesson 3: The Incoe Statement
• Lesson 2: Uses of Derivatives Contracts • Lesson 4: The Cash Flow Statement
• Lesson 3: Key Terms of Derivatives Contracts • Lesson 5: Links Between Financial Statements
• Lesson 4: Forwards and Futures • Lesson 6: Financial Statement Analysis
• Lesson 5: Options
• Lesson 6: Swaps
Continued next page >

For more information visit www.cfainstitute.org © 2024 CFA Institute. All rights reserved.
Investment Foundations® Certificate
COURSE 5: SERVING CLIENTS NEEDS COURSE 6: SERVING THE GREATER GOOD

Module 1: Investors and Their Needs Module 1: Environmental, Social, and Governance
• Lesson 1: Types and Characteristics of Investors (ESG) Investing
• Lesson 2: Factors that Affect Investors’ Needs • Lesson 1: Approaches to Responsible Investing
• Lesson 3: Investment Policy Statements • Lesson 2: Factors in ESG Investing
• Lesson 3: The Benefits and Challenges of ESG Adherence
Module 2: Investment Management • Lesson 4: Investor Engagement and Stewardship
• Lesson 1: Risk and Portfolio Diversification
• Lesson 2: Asset Allocation and Portfolio Construction Module 2: Diversity, Equity, and Inclusion
• Lesson 3: Passive and Active Investment Management (DEI) in Practice
• Lesson 4: Market Inefficiencies • Lesson 1: Key Concepts in DEI
• Lesson 2: Bias Recognition and Mitigation
Module 3: Risk Management • Lesson 3: Best Practices and Success Metrics in DEI
• Lesson 1: Definition and Classification of Risks
• Lesson 4: Applying DEI Concepts in the Workplace
• Lesson 2: The Risk Management Process
• Lesson 3: Risk Management Functions Module 3: Professionalism and Ethical
• Lesson 4: Operational Risk Decision Making
• Lesson 5: Compliance Risk • Lesson 1: Trust and Stakeholder Obligations
• Lesson 6: Investment Risk • Lesson 2: Ethics and Standards of Professional Conduct
• Lesson 7: Value at Risk (VaR) • Lesson 3: Benefits of Ethical Conduct and Consequences
of Unethical Conduct
Module 4: Performance Evaluation • Lesson 4: Ethical Decision-Making Framework
• Lesson 1: The Performance Evaluation Process
• Lesson 2: Measures of Return
• Lesson 3: Benchmarks
• Lesson 4: Measures of Risk
• Lesson 4: Measures of Relative Performance
• Lesson 6: Alpha
• Lesson 7: Performance Attribution

Certificate 12-month access to learning


Receive a shareable certificate and digital badge materials
upon finishing all courses and passing the final
assessment.

Study time Online self-paced


40-70 hours to complete Everything can be completed
online at your own pace.

Who should enroll


Ideal for those aspiring to – or currently working within – support roles across the investment and
finance industries.

For more information visit www.cfainstitute.org © 2024 CFA Institute. All rights reserved.

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