Chartered Financial Analyst Courses Archives - Finance, Tech & Analytics Career Resources

5 tips to learn efficiently while preparing for the Chartered Financial Analyst exam

Posted on January 17, 2022March 22, 2024 by Imarticus Learning

CFA Institute confers the title of Chartered Financial Analyst to candidates who qualify for three six-hour exams within a minimum of three years. Preparation for exams like Chartered Financial Analyst (CFA) can be challenging, thus opting for a financial analyst course for preparation can significantly ease the journey. Aspirants are advised to check out some of the most sorted tips before preparing for the exam. Read on…

5 Tips to Learn Effectively For Chartered Financial Analyst Exam

Tip 1: Practice and Practice

CFA is undoubtedly a lengthy exam and each level consists of six hours. So, candidates must not only focus on grasping knowledge, but the management of time is also crucial. Thus, using the time to answer all questions needs consistent preparation and practice. In this regard, Chartered Financial Analyst courses for preparation assist students in learning about the concepts and sharpening time management skills.

Additionally, the CFA website has practice questions and mock exams, so it is beneficial for students to start there. After that, analyze the topics you need to focus on and practice accordingly.

Tip 2: Focus on Concepts More

With the increasing difficulty level, the questions in the exam become more and more conceptual. Thus, rather than focusing only on solving problems, give proper time to sharpen conceptual skills and check some financial modeling courses. These courses will provide you with all the essential formulas and some tricks to save time while solving a problem.

Tip 3: Use the Most Trusted Material

To qualify for the CFA examination, focusing on each topic is not beneficial. Instead, go through the CFA website or opt for a Chartered Financial Analyst course for preparation to know about how each topic is emphasized in the exam. For example, topics like Ethical and Professional Standards fetch more questions than subjects such as Portfolio Management and Wealth Planning, Derivatives, and Technical Analysis. So, preparing smartly is more critical than scrutinizing every topic.

Tip 4: Make Study Schedule with Priorities

Planning for CFA is one of the most important things to do. But before doing so, analyze weaknesses or essential topics to focus on. This will help to distribute time properly in a schedule. Once a plan is made, it is very easy to get distracted. Thus, candidates are advised to take a financial analyst course for preparation to keep them in a routine and prepare for the exam effectively.

Apart from following a schedule, make sure to take breaks and give yourself enough time to sleep. It is essential to understand that preparation for CFA is a long-term process, and aspirants cannot do it within days. So, you have to incorporate rigorous study into your daily routine.

Tip 5: Enrol In a Course

Self-study is one of the most challenging approaches while preparing for the CFA examination. Thus, most experts advise taking any financial modeling courses to ace the CFA exam. This will help a candidate to stay focused throughout the study plan. Additionally, these courses are designed to sharpen time management skills and develop the discipline to create focus during exams.

Thus, preparing for the CFA examination can be daunting, but candidates can use these tips to stay focused. One important thing to note is that, in the CFA exam, make sure to get competent with the calculator as this will be a friend throughout the exam. Also, do not be very stringent about your study plans, make a flexible plan, and reward yourself with breaks. With the correct approach and proper planning, it is possible to clear the chartered financial analyst exam.

The Crypto Takeover: Are Crypto asset markets moving too fast for clear regulation?

Posted on October 5, 2021October 23, 2023 by Imarticus Learning

Cryptocurrency is a type of payment that may be swapped for products and services online. A lot of firms have built their own currencies, known as tokens. They can be swapped for the goods or services offered by the firm. Crypto assets are digital assets that use cryptography techniques to generate a financial transaction medium of exchange. Crypto assets include cryptocurrencies, utility coins, and security tokens. To have access to the good or service, you must first swap actual dollars for cryptocurrency.

Cryptocurrencies use blockchain technology to function. Blockchain is a distributed technology that manages and records transactions across multiple computers. This technology’s security is what distinguishes it. Financial modeling courses on cryptocurrency, such as a chartered financial analyst course will help one gain deeper insights into it.

Cryptoassets mark a profound transformation in financial markets and have gained prominence in recent years. Cryptoasset technical innovations have come a long way and have the potential to upset the financial system. Central banking institutions and other banking institutions can help shape this landscape.

This worldwide phenomenon is causing uncertainty in numerous ways, including how individual crypto assets differ from one another and the role of the major participants in the crypto-asset ecosystem. With the hype surrounding bitcoin, altcoins, cryptocurrencies, and tokens, an entirely new financial environment has emerged.

Why is regulation required?

Regulation is one of the most critical variables influencing the price of bitcoin. Every time a government cracked the policy whip, the cryptocurrency’s rise was halted, with countries taking varied approaches to bitcoin regulation.

AML standards have been improved as authorities and financial institutions get a better knowledge of these illicit operations. However, these adjustments have been mainly reactive and trial-and-error in nature.

To resolve these concerns of the rapidly expanding blockchain ecosystem, the European Union has begun implementing more strict financial laws that strengthen the regulatory structure and improve authorization models. Many member states currently regulate crypto assets on an individual basis, with Germany leading the way as the first to do so.

These individual regulations outline the conditions for acquiring and keeping a financial license from the government, clearly prescribing the road for crypto firms. Compliance, by definition, improves investor confidence and safeguards them.

Different governments have taken various ways to regulate cryptocurrencies. Digital currencies have been banned in Vietnam, Bangladesh, Kyrgyzstan, Bolivia, Ecuador, etc. Russia and China are on the threshold of outlawing them.

Cryptocurrencies are unregulated in India, the United Kingdom, and Brazil. However, these are regulated and lawful in nations such as France, Finland, and Germany. Individuals are permitted to use bitcoin in their transactions in China, but organizations and banks are not permitted to do so. It is prohibited in Iceland to buy or sell bitcoins, but they can be produced.

There is currently no distinct law in India dealing with cryptocurrency concerns and it is unregulated. As a result, all pertinent departments and law enforcement agencies, such as the Reserve Bank of India (RBI), Enforcement Directorate (ED), and income tax authorities take appropriate measures in accordance with current laws. Similarly, the Indian Penal Code is enforced by the police and the courts. In addition, there are a number of other vulnerabilities and threats involved with bitcoin.

Conclusion:

It is a pressing need to regulate cryptocurrencies as well as recognize them as legal cash, with adequate safety and surveillance measures in place. This is essential in third-world countries where the majority of citizens are not technologically or financially competent. This is largely attributable to the fact that India’s economy only opened up a little more than a quarter-century ago.

Financial modeling courses such as a chartered financial analyst course might be the right boost for a flourishing career in this field.

Financial Analysis: India’s GDP and Fiscal Situation Seem Back on Track in 2021

Posted on September 29, 2021March 21, 2024 by Imarticus Learning

The recent COVID pandemic has harmed the GDPs and fiscal situations of countries across the globe. Financial analysts were the only ones that could help investors and companies to go through the challenges of the COVID pandemic. However, the COVID scenario in India is now under control and businesses have started their operations.

According to the latest financial analysis reports, the GDP and fiscal situation in India are back on track. 2021 has brought a new opportunity for businesses to generate huge revenue and gain returns on investment. Read on to know more about the current GDP and fiscal situation of India and how financial analysis helps.

Understanding GDP and fiscal situation

As a businessman or a financial analyst, you should be familiar with the terms like GDP and fiscal situation. GDP (Gross Domestic Product) refers to the market value of all the finished goods/services produced within the country. GDP is strictly applicable to the products and services produced within the borders of the country. The current GDP of a country is used by businesses and investors to make strategic decisions. GDP lets us know about the economy and producing capacity of the country.

Along with GDP, the fiscal situation of a country is also important in evaluating the economy. A strong fiscal position of a country is good for businesses and investors. If a country has its expenditures less than total revenue generated, it has a strong fiscal position.

If a country experiences a fiscal deficit (expenditures are more than revenue), it will also hamper the continuity of businesses.

GDP and fiscal position are important terms for a financial analyst to carry out the research process. If you are searching courses for financial analysts, you should have a prerequisite of GDP and fiscal position.

Current GDP and fiscal situation of India

For the first quarter of the 2021-22 financial year, the GDP in India has grown by 20.1%. The lockdown imposed by the government during the peak-COVID time severely affected the production of services and goods. Now, businesses and production houses are allowed to operate which has led to an increase in GDP for the first quarter. Construction and manufacturing sectors in India have shown the most growth in the first quarter of the 2021-22 financial year.

The revenue collection of the Indian government will also be better in 2021. High GST collections by the Indian government have narrowed the fiscal deficit. The fiscal deficit for the first four months of 2021 came to a nine-year low due to better revenue collection. All these details are closely studied by financial analysts. You can also search for courses for financial analysts and build a successful career.

Perfect course for financial analyst

Among the many financial modeling courses in the market, Financial Analysis Prodegree offered by Imarticus Learning is the best. Its industry-oriented curriculum designed by KPMG makes it one of the best financial modeling courses in India. During the pro-degree program, you will work on six real-life projects to know more about industry practices.

It is a type of chartered financial analyst course that is self-paced and tech-aided. You will also be eligible for the placement assistance provided by Imarticus towards the end of the financial analysis course. Imarticus has successfully helped around 2400 enthusiasts to build their careers with their courses.

Conclusion

A chartered financial analyst course can help you in knowing the techniques used in the industry to make better decisions. You can learn to evaluate businesses, investment ventures, and projects with a financial analysis course. Start your financial analysis course with Imarticus now!

Using Financial Analysis to Diagnose your Company’s Health!

Posted on August 13, 2021March 21, 2024 by Imarticus Learning

Are you a financial analyst who is looking for ways to diagnose your company’s financial health? Financial analysts and business owners can use financial Statement Analysis to get a snapshot of the current financial standing. Many different types of analysis can be performed, but one popular type is liquidity ratios.

What is a Financial Analysis?

Financial Analysis is the process of identifying financial trends and reports to decide which financial options are best. Financial Statements that can be analyzed are Income statements, Cash Flow statements, Balance Sheets.

How do you use Financial Analysis?

You want to analyze how well your company’s financial performance measures up against its competitors. This information will help you determine whether or not it’s time for specific changes in the business strategy – such as a shift from marketing strategies that reach more customers with fewer costs to those that involve higher cost per customer but better returns.

A comparison between past and current financial data gives insight into where improvements need to be made. The analysis should also include an estimate of future growth prospects & the industry sector.

Some Financial Analysis Methods to Understand Company’s Health:

Horizontal Analysis

This technique is used to evaluate financial data by comparing results & identifying y-o-y changes in the balance sheet or income statement. By analyzing this, the company’s financial strengths and weaknesses can be identified.

Vertical Analysis

This financial statement analysis is conducted to measure the company’s performance over a while. A vertical study provides high-level research and compares items to the last two years or against an industry benchmark.

Trend Analysis

Trend analysis spots recent trends of increasing or decreasing finances in financial statements. It uses historical data to forecast future sales & performance.

By reviewing percent change in the balance sheet & income statement over time, companies identify expected to decrease or increase in the near future and formulate appropriate strategies to maximize or minimize it.

Ratio Analysis

Ratio analysis measures a company’s ability to pay liabilities, sell inventory, collect receivables, & pay back debt. Ratios help in measuring profitability & analyze a company’s stock as a viable investment choice.

Acid-Test Ratio

By adding cash, short-term investments, net receivables, and then calculating the sum by total current liabilities, the acid test ratio is calculated. It only measures your company’s ability to pay back its current penalties.

There are many other methods like average collection period, debt ratio, gross profit margin, operating profit margin, net profit margin, earnings per share, etc. Financial analysts are professionals who use financial statements & models to assess a company’s health.

Define your Career with Imarticus Learning:

Imarticus Learning provides an opportunity to acquire toolkits to enable careers across investment banking, corporate finance, and private equity. This skill-building program builds mastery across various functions within core finance. The program brings you an endorsed curriculum, influential faculty, and practical learning, delivering from industry experts.

This exciting financial analyst certification course uses case studies, classroom lectures, and hands-on projects to emphasize ‘learning by doing. It breaks down business valuation methods, financial modeling techniques, and financial analyst skills into digestible and understandable pieces of knowledge.

After completing these online finance courses, students are awarded a Certificate of Achievement, a golden ticket to the job of their dreams at leading finance firms and beyond.

For further details on online finance courses in India, contact us through the Live Chat Support system or visit our training centers in Mumbai, Thane, Pune, Chennai, Bengaluru, Hyderabad, Delhi-Gurgaon, and Ahmedabad.

All You Need To Know About CFA Degree and How Much CFAs Earn in India?

Posted on July 2, 2021March 22, 2024 by Imarticus Learning

A financial analyst is a professional with the financial skills needed to analyze financial information and make financial decisions. A chartered financial analyst (CFA) is one of the most respected titles in finance, with CFA holders earning more than other professionals on average. They have financial competency and business knowledge. Some roles a Chartered Financial Analyst plays are:

Make decisions about companies, stocks, and industries to make money.
Track performance of stocks & collect data for interpretation.
Track and financial research positions (organization/industry).
Evaluate current and historical data.
Study financial statements to estimate value.
Study economic and business trends.

What are the courses for Financial Analysts?

The financial analyst course is a three-year undergraduate program that includes financial market theory, financial accounting and reporting standards, corporate finance, investments analysis.

This chartered financial analyst course covers security valuation methods risk management techniques such as derivatives securities options and futures markets. It guides students on tools used by investment professionals to assess various risks and rewards of trading in different sectors or industries groups.

The CFA designation provides graduates with valuable skills necessary for employment opportunities at global banks, asset management firms, hedge funds brokerage houses, insurance companies, etc.

Different levels of CFA Degree:

A CFA Program guides and tests the fundamentals of investment tools, valuing assets, portfolio management, and wealth planning. Here’s the process for the degree:

Pass CFA Exams: CFA Program is a three-level curriculum, each with an exam. Passing these levels is a prerequisite to obtaining the degree.

Achieve Qualified Work Experience: Complete work experience in roles involving investment decision-making or similar value proposition.

Submit Reference Letters: To support membership application, provide professional references to testify your work experience and professional character.

Apply to Become a Charter-holder: Finally, you can apply for regular membership at the CFA Institute. Once approved and you join CFA Institute, you earn the CFA charter.

Importance of having a CFA Degree and how much do CFAs earn in India?

Your CV stands out:

The CFA curriculum, qualification, and charter stand out clearly on the resume since not many can claim to be one.

More time and cost-effective than other financial modeling courses:

Getting a CFA qualification is valuable for professionals who want to get into Fintech. It is a practical path for those with less time or resources.

Instant Credibility and Industry Respect:

CFA is the most prestigious & valued qualification in the finance & investment industry. The intense process that candidates go through before getting the charter is valued everywhere. Upon stepping into the industry, CFA charter holders gain instant recognition and respect, making it easier to take up exciting job roles.

Networking opportunities for better career growth:

The charter holders and CFA societies are present worldwide to give candidates access to more resources to boost career prospects. Being part of these societies increase networking opportunity and chances to land in dream jobs.

Better job prospects at top investment firms:

Employment opportunities in asset management, hedge funds, fixed income, and equity research are suitable for CFA charter holders. The CFA curriculum has an in-depth focus on financial modeling, portfolio management, ratio analysis, SWOT analysis, etc. The average salary of CFA in India is INR 3,50,000-35,00,000 PA.

Grow with Imarticus Learning:

Being a Chartered Financial Analyst is an initiation for a golden future in Finance. To have a strong base for these courses for financial analysts, you can enroll in MBA programs offered by Imarticus Learning. The programs are an extensive learning package, donned with in-depth knowledge of the basics. The industry connects at Imarticus Learning, and the expert-guided learning packages make these programs more valuable for the students.

100% placement assistance is another reason to rely on these courses to plan a transformative future.

For more details, contact us through the Live Chat Support system today or schedule a visit to one of our training centers in Mumbai, Thane, Pune, Chennai, Bengaluru, Hyderabad, Delhi and Gurgaon.

Who Is A Chartered Financial Analyst (CFA) And What Is Their Role?

Posted on May 10, 2021March 21, 2024 by Imarticus Learning

Chartered financial analyst (CFA) is a professional designation awarded by the CFA Institute to candidates possessing proven competence in wealth management and investment analysis. In other words, CFAs are the all-stars of the money management industry.

Who is a CFA?

A CFA charter holder is a person having the highest distinction in the investment management profession. So, the next time you come across a person with CFA as a part of their title, know that they are professionals with in-depth training in core skills of investment strategy and high-level money management.

Role of CFA in an Organization

The aspiring candidates of a CFA program can expect to be in job roles like Portfolio Manager, Risk Manager, Chief Executive, Research Analyst, Financial Advisor, Consultant, Accountant/Auditor, Investment Banking, Corporate Financial Analyst. The job responsibilities may vary according to job-roles but below discussed are some responsibilities that a Chartered Financial Analyst should be ready to take up:

To make sound decisions about companies, stocks, and industries to make money for the organization.
Track the performance of stocks and collect data in spreadsheets for interpretation by clients and stockbrokers.
Research and track the financial position of an organization or industry.
Evaluate current and historical data.
Recommend individual investment options and collective investment options, known as portfolios.
Study financial statements to determine value.
Study economic and business trends.
Prepare reports.
Meet company officials and investors for better recommendations.

Different levels of Chartered Financial Analyst Course

A CFA Program teaches and tests the fundamentals of investment tools, valuing assets, portfolio management, and wealth planning. For those wondering how to become a CFA, here’s the process:

Pass CFA Exams: CFA Program comprises three levels of the curriculum, each with an exam. Passing all three levels is a prerequisite to obtaining a CFA charter.

Achieve Qualified Work Experience: Complete work experience requirements that should directly involve investment decision-making or a profile that adds value to a similar process.

Submit Reference Letters: To support your membership application, you need to provide 2-3 professional references to testify your work experience and professional character.

Apply to Become a Charter-holder: Finally, you can apply for regular membership of the CFA Institute. Once approved and you join CFA Institute, you will earn the CFA charter.

Note: As an aspiring investment professional, you must know the basics of financial analysis, ratio analysis, SWOT analysis, etc., and relevant skills to thrive in a highly competitive industry. The CFA Program equips you with the expertise and real-world skills in investment analysis that help you advance your career.

Why Get a CFA?

CFA Is Most Prestigious Designation in Finance and Investment

CFA designation makes you a valuable asset to the financial industry.

CFA Curriculum Bridges Your Knowledge of Finance

If you aim to have a career in the finance sector, CFA and its curriculum are an excellent choice to prepare a solid knowledge base and top-notch technical skills.

CFA Provides Ample Networking Opportunities

Through a CFA program, you come across millions of CFAs, who provide an unparalleled network to leverage for your career.

Waive Licensing Requirements as CFA and Explore Markets Overseas

Lastly, CFA is a Ticket to Associate with Major Investment Firms

To sum up, a Chartered Financial Analyst course is the key to a golden future in Finance. To have a strong base for these courses for financial analysts, you can enroll in MBA programs and other financial modeling courses from Imarticus.

They offer an extensive learning package, donned with in-depth knowledge on the basics of ratio analysis, SWOT analysis, financial management, and much more. Contact us today for more on Financial modeling Courses!

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