Nov 16, 2024  
OHIO University Undergraduate Catalog 2023-2024 
    
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OHIO University Undergraduate Catalog 2023-2024 [Archived Catalog]

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FIN 4990 - Chartered Financial Analyst Level I Preparation

This course meets weekly with the objective of preparing CFA Level I candidates. Class meetings discuss study goals for the upcoming week and review the expectations for the previous week. A variety of topics of covered by the exam and course related to finance, economics, and ethics. The CFA curriculum is robust, and this course emphasizes study plans and techniques that required for successful exam completion. The course encourages a positive, group-focused, learning environment as students prepare for the CFA Level I exam. Students are encouraged to help one another succeed. A mock exam is administered on a Saturday from 8am-5pm, which replicates the actual exam setting.

Requisites: Senior
Credit Hours: 1
Repeat/Retake Information: May be retaken two times excluding withdrawals, but only last course taken counts.
Lecture/Lab Hours: 1.0 lecture
Grades: Eligible Grades: A-F,WP,WF,WN,FN,AU,I
Learning Outcomes:
  • Students will be able to outline a personal, comprehensive study plan spanning 15-25 weeks.
  • Students will be able to apply time management skills on a daily and weekly basis over 15-25 weeks that enables them to reach 300+ hours of preparation for an exam.
  • Students will be able to demonstrate understanding of several fundamental concepts in the investment industry.
  • Students will be able to explain why investment professionals are reliant upon a strong commitment to high ethical standards.
  • Students will be able to implement a variety of quantitative analyses which are relevant for financial understanding.
  • Students will be able to explain how economic theories help augment financial concepts.
  • Students will be able to use accounting data for financial decision-making and firm valuation.
  • Students will be able to apply corporate finance principles when making capital budgeting decisions.
  • Students will be able to identify, analyze, and value equity securities.
  • Students will be able to identify, analyze, and value fixed income securities.
  • Students will be able to identify, analyze, and value derivative securities and alternative investment securities.
  • Students will be able to apply various risk and return concepts to portfolio management.


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