CFA® Exam Level I: Portfolio Management and Wealth Planning

CFA® Exam Level I: Portfolio Management and Wealth Planning

April 29, 2021 2023-03-23 1:28

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Topic Content

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Snippets 4 Videos Sample Reading

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Reading Content

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Holding Period Return 4 min

Efficient Frontier 3 min

Framing Bias 2 min

Distributed Ledger Technology 3 min

Portfolio Management: An Overview 5 Videos | 1 Quiz

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The Portfolio Approach 6 min

Types of Investors 8 min

Asset Management 8 min

Pooled Investments 12 min

Portfolio Management Process 5 min

Portfolio Risk and Return: Part I 9 Videos | 1 Quiz

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HPR, Arithmetic, and Geometric Means 10 min

Money-Weighted Return 8 min

Time-Weighted Return 6 min

Mean, Variance, and Covariance 11 min

Return Types 11 min

Investment and Market Characteristics 6 min

Risk Aversion and Indifference Curves 13 min

Diversification Benefits 7 min

Avenues for Diversification 6 min

Portfolio Risk and Return: Part II 6 Videos | 1 Quiz

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Efficient Frontier, CAL, and CML 9 min

Decomposition of Total Risk 5 min

Beta Coefficient 7 min

Capital Asset Pricing Model (CAPM) 8 min

CAPM Limitations and Multi-Factor Models 7 min

CAPM and Portfolio Construction 7 min

Basics of Portfolio Planning and Construction 7 Videos | 1 Quiz

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IPS Components 4 min

Risk & Return Objectives 6 min

Investment Constraints 5 min

IPS and Asset Allocation Example 5 min

Strategic Asset Allocation 8 min

Portfolio Construction 8 min

ESG Integration in Portfolio Construction 5 min

The Behavioral Biases of Individuals 4 Videos | 1 Quiz

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Cognitive Errors: Belief Perseverance Biases 10 min

Cognitive Errors: Processing Errors 8 min

Emotional Biases 9 min

Market Anomalies 8 min

Introduction to Risk Management 7 Videos | 1 Quiz

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The Risk Management Framework 11 min

The Risk Governance Framework 6 min

Risk Tolerance and Risk Budgeting 6 min

Financial Risks 4 min

Non-Financial Risks 10 min

Risk Drivers & Metrics 12 min

Risk Modification Techniques 10 min

Technical Analysis 5 Videos | 1 Quiz

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Introduction to Technical Analysis 11 min

Chart Types 9 min

Chart Trends & Patterns 20 min

Technical Indicators 17 min

Intermarket Analysis & Applications to Portfolio Management 8 min

Fintech in Investment Management 5 Videos | 1 Quiz

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Data Science 3 min

Artificial Intelligence & Machine Learning 7 min

Distributed Ledger Technology 8 min

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