Level 1
Certified Portfolio Manager®, Level 1
- Financial arithmetic and valuation of shares and bonds
- Statistical concepts and yields of securities
- Probability concepts and important probability schedules
- Statistical locking
- Correlation and regression analysis
- Analysis of variance – variance
- Multifactor models
- Technical analysis
- Financial Statements – Purpose, General Features, Complete set of SEs; Aims and rules of financial statement analysis; Structure and content of SE
- 10 Cash Flow Report
- Static and dynamic analysis
- Income Statement Analysis (Income and Expenditure)
- Balance Sheet Analysis (Assets, Liabilities and Equity)
- Calculation of financial indicators (profitability and return on equity, long-term solvency and stability, short-term solvency and liquidity, turnover indicators, investment indicators)