CFA Level I – Investment Analysis

Beginner CFA Institute Banking

The globally benchmarked investment credential issued by CFA Institute (cfainstitute.org). CFA Level I is mandatory for investment banking analyst progression at most global banks.

Overview

The globally benchmarked investment credential issued by CFA Institute (cfainstitute.org). CFA Level I is mandatory for investment banking analyst progression at most global banks.

Key topics covered: Ethics & Standards, Equity Analysis, Fixed Income, Derivatives, Portfolio Theory, Financial Statement Analysis, Economics.

Best suited for: Banking analysts, graduates, and professionals entering investment banking or asset management.

Common career paths: Investment Banking Analyst, Credit Analyst, Research Associate, Treasury Analyst.

Study Roadmap

Full step-by-step roadmap coming soon. See the roadmap page for updates.