CFA Level I

Who it is for

Candidates sitting CFA Level I who want practitioner context around the curriculum.

Modules

• Ethics
• Quantitative methods
• Economics
• Financial reporting and analysis
• Equity and fixed income
• Alternatives and portfolio management

Course structure

Python, machine learning and algorithmic trading sit in every program as methods. Depth follows the subject. They are not a return.

• Python

  Work that needs a calculation is done in Python. Load a table, state the assumption, and compute the result with NumPy and pandas. A notebook is a worksheet. It is not a signal.

• Machine learning

  A model is a function fit to past data. The class covers features, a split between the data you fit and the data you score, and why a fit on history is not something you can spend. It is a method, not a tip.

• Algorithmic trading

  A strategy is a rule a computer can follow: data, entry, size, exit, and a hard risk stop. A test includes costs. The execution lab is the Algo Trading program. Every other program uses the same standard: write the rule before any code.

You leave with

• A weekly study cadence that survives a job
• Ethics and FRA treated as load-bearing, not optional
• Clarity that QISM does not award the CFA charter