The Chartered Financial Analyst® (CFA) designation, awarded by the CFA Institute, is a self-study, graduate-level program for investment professionals. The program requires candidates to study for and sequentially pass three levels of exams to earn charter status.
University of California, Irvine Extension offers three live CFA Review Courses that feature CFA Institute-accepted curriculum to prepare candidates for each level of the CFA exams—Levels I, II and III.
Who Should Attend
CFA Review courses are open to:
- All investment professionals
- Interested graduate and undergraduate students
- Students interested in portfolio management, investment research, advisory services, or investment banking
Program Benefits
UC Irvine Extension offers all three levels of the review series to help individuals prepare for the CFA exams, the most rigorous certification designation in the financial industry.
- Students prepare for the CFA Level I, II and III exams
- Courses are taught by Chartered Financial Analyst professionals
- Courses are offered throughout the year and feature Schweser study materials
CFA Level I review course
- Focuses on the broad topic areas involved in investor relations
- Familiarizes students with the Level I Learning Outcome Statements (LOS)
CFA Level II review course
- Emphasizes the application of the investment tools and concepts learned in Level I
- Teaches students to analyze specific equity and fixed-income securities and other investments; estimate expected investment return and risk; compare alternative investment choices; and make investment recommendations
- Focuses on asset valuation, providing candidates with a thorough understanding of industry and company analysis
CFA Level III review course
- Prepares students to calculate investor constraints; analyze capital-market expectations, and make asset-allocation decisions
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Stay Informed About
CFA Review Courses
 Course Topics
All CFA Review Courses cover the topics of:
- Ethics and Professional Standards
- Quantitative Methods
- Behavioral Finance
- Private Wealth Management
- Portfolio Management for Institutional Investors
- Economic Concepts for Asset Valuation in Portfolio Management
- Asset Allocation
- Management of Passive and Active Fixed Income Portfolios
- Portfolio Management of Global Bonds and Fixed Income Derivatives
- Equity Portfolio Management
- Alternative Investments for Portfolio Management
- Risk Management
- Monitoring, Rebalancing, and Execution of Portfolio Decisions
- Performance Evaluation and Attribution
- Portfolio Management in a Global Context
New Finance Courses of Interest!
- Advanced Pre-MBA Statistics
- Basic Corporate Finance
- Corporate Formation and Capital Raising
- Equity Analysis Primer
- Fixed Income Analysis Primer
- Portfolio Management Primer
- Sign up for courses like these and more!
For More Information
To find out more about CFA Review Courses, including upcoming dates, contact Francine Berg at (949) 824-4661 or fberg@uci.edu. You may also bookmark this page and check back regularly for updated information and schedules. |
