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Financial Analysis And Research Of Mutual Fund Video

How to Research a Mutual Fund

It has the highest level of global legal and regulatory recognition of finance-related qualifications. The program covers a considerably wide range of topics relating to advanced investment analysissecurity analysisstatisticsprobability theoryfixed incomederivativeseconomicsfinancial analysiscorporate financealternative investmentsand portfolio managementand provides a generalist knowledge of other areas of finance. A candidate who successfully completes the program and meets other professional requirements is awarded the "CFA charter" and becomes a "CFA charterholder". The FAF founded the Institute of Chartered Financial Analysts in ; the earliest CFA charterholders were "grandfathered" in through work experience only, but then a series of three examinations was established along with Industrial Revolution Impact Society requirement to be a practitioner for several years before taking the exams.

The CFA exam was first administered in and began in the United States and Canada, but has become global with many people becoming charterholders across Europe, Asia, and Australia. Byfewer than half the candidates in the CFA program were based in the United States and Canada, with most of the other candidates based in Asia or Europe. The CFA designation is designed to Financial Analysis And Research Of Mutual Fund a strong foundation in advanced investment analysis and portfolio management, accompanied with a strict emphasis in ethical practice.

A CFA charterholder is held to the highest ethical standards.

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Once an investment professional obtains the charter, this individual also makes an annual commitment to uphold and abide by a strict professional code of conduct and ethical standards. Violations of the CFA code of ethics may result in industry related sanctions, suspension of the right to use the CFA designation, or a revocation of membership. To become a CFA charterholder, candidates must satisfy these requirements: [7]. Due to the timing of the exams, completing all three levels of the CFA is possible within two years, but candidates must still complete the work experience requirement of four years to become a charterholder.

The basic requirements for participation in the CFA program Fnud or without obtaining the charter include holding a university degree or being in the final year of a university degree program or equivalent as assessed by the CFA Instituteor having four years of qualified, professional work Financial Analysis And Research Of Mutual Fund in an investment decision-making process. To obtain the charter, however, a candidate must have completed a university degree Fjnancial equivalent and four years of qualified, professional work experiencein addition to passing the three six-hour exams that test the candidate's knowledge of the academic portion of the CFA program. However, an accredited degree may not be a requirement.

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It means that out of candidates who start the examinations, 10 will eventually pass all the three exam in the 1st Fundd. There are three exams "levels" that test the academic portion of the CFA program. All three levels emphasize the subject of ethics. The material differences among the exams are:.

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For exams from onward, candidates are automatically provided the curriculum readings from CFA Institute at the time of registration for the exam. The curriculum is not provided separately in the absence of exam registration.

If the student fails an exam and is being allowed to retest in the same year, the CFA Institute offers a slight rebate and will not send the curriculum again the curriculum changes only on an annual basis. If the student retests in a year other than the year of failure, he or she will receive the curriculum again, as it may have been changed.

Study materials for the CFA exams are available from numerous commercial learning providers, although they are not officially endorsed. Various organizations some officially accredited also provide course-based preparation. The ethics section is primarily concerned with compliance and reporting rules when managing an investor's money or when issuing research reports.

Some rules pertain more generally to professional behavior such as prohibitions against plagiarism ; others specifically relate to the proper use of the designation for charterholders and candidates.

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These rules are delineated in the "Standards of Professional Conduct", within the context of an overarching "Code of Ethics". This topic area is dominated by statistics : the topics are fairly broad, covering probability theoryhypothesis testing, multi-variate regression, and time-series analysis. Other topics include time value of money —incorporating basic valuation and yield and return calculations— portfolio-related calculationsand technical analysis.

Both microeconomics and macroeconomics are covered, FFinancial international economics mainly related to currency conversions and how they are affected by international interest rates and inflation. By Level III, the focus is on applying economic analysis to portfolio management and asset allocation.

The curriculum includes the more fundamental corporate finance topics—capital investment decisions, capital structure policy, and dividend policy —as well as advanced topics such as the analysis of mergers and acquisitionscorporate governanceand business and financial risk.

The curriculum includes analyzing financial reporting topics International Financial Reporting Standards and U.]