FINAN 6600 - CFA (registered Trademark) Level I

This course prepares students for the CFA Level 1 exam, covering approximately half of the required topics and learning outcomes. It is designed to be taken alongside FINAN 6610 to provide comprehensive coverage of all exam content. Students will familiarize themselves with the exam's question format and gain insights into the most likely exam topics. The CFA Program tests the fundamentals of investment tools, asset valuation, portfolio management, and wealth planning, offering a strong foundation in advanced investment analysis and real-world portfolio management skills. The University of Utah is part of the CFA Institute University Affiliation Program, providing instructors access to the CFA Level 1 learning ecosystem and offering student scholarships and discounted study materials. The course is taught by a CFA charterholder with investment management expertise.