Certified Professional Financial Analyst (CPFA)
Certification Overview
Financial analysts — also called securities analysts and investment analysts — are professionals who collect, monitor, and evaluate information to make forecasts and recommendations relevant to their sectors.
Additionally, they can do accounts and prepare financial statements, do auditing, or assess taxes. Cost accountancy is another segment where a financial analyst can excel. Some financial analysts are hired to do special company work or investigate and ascertain the financial position of business house for the purpose of issue of new shares, purchase or sale or financing of business, etc. Secretarial work in companies, account management and share valuation, etc are some other works for financial analysts.
Exam Information
• The exam comprises 40 Multiple Choice Questions, out of which the candidate needs to score 70% (28 out of 40 correct) to pass the exam.
Duration of Exam
• The total duration of the exam is 1 hour (60 Minutes).
Certification Validity
• Certified Professional Financial Analyst (CPFA) Certificate is valid for life.
Target Audience
Financial analysts have ample job opportunities with insurance companies, banks, securities firms, pension and mutual funds, etc. As the fundamental skill of financial analysts is to assist customers in the investment process, they can even have their own office and operate independently and develop a sound customer base.
Course Modules
Module Information – 1
• Module 1 – Performance Management
• Module 2 – Fundamentals of Finance
• Module 3 – Key Analytical Tools and Concepts
• Module 4 – Developing Predictive and Analytical Models
• Module 5 – Building Analytics Capability
• Module 6 – Communicating and Presenting Financial Limitation
• Module 7 – Business Performance Management
• Module 8 – Dashboards and Key Performance Indicators
Module Information – 2
• Module 9 – Institutionalizing Performance Management
• Module 10 – Measuring and Driving
• Module 11 – The External View
• Module 12 – Business Projections
• Module 13 – Budgets, Operating Plans and Forecasts
• Module 14 – Long-Term Projections
• Module 15 – Revenueand Gross Margins
• Module 16 – Operating Expensesand Effectiveness
Module Information – 3
• Module 17 – Capital Managementand CashFlow: Working Capital
• Module 18 – Capital Managementand CashFlow: Long-Term Assets
• Module 19 – Risk, Uncertainty,and the Cost of Capital
• Module 20 – Capital Investment Decisions: Introduction and Key Concepts
• Module 21 – Capital Investment Decisions: Advanced Topics
• Module 22 – Business Valuation and Value Drivers
• Module 23 – Analysis of Mergers and Acquisitions
