Certified Professional Financial Analyst (CPFA)
Exam Code: CPFA-002
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.
- Banks
- Financial planning institutions
- Investment advisory firms
- Portfolio management providers
- Insurance companies
- Government regulatory firms
Course Outline
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
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.