Certification Courses

Master ethical and professional standards, quantitative methods, economics, financial reporting, equity, fixed income, derivatives, alternatives, and portfolio management — the foundation of the CFA program.

Apply valuation principles to equities, fixed income, derivatives, and alternatives. Item sets and vignettes that test deep analytical skills.

Synthesize portfolio management and wealth planning — the constructed-response capstone of the CFA program.

Foundations of risk management, quantitative analysis, financial markets and products, and valuation/risk models.

Market, credit, operational risk, treasury, investment risk, and current issues. The applied half of the FRM exam.

Essentials of internal auditing: governance, audit standards, risk management, independence, due professional care.

Practice of internal auditing — engagement planning, supervising the engagement, communication, follow-up.

Business knowledge for internal auditing: financial management, IT, business acumen, fraud risk.

Auditing and Attestation: planning audits, gathering evidence, internal controls, sampling, reporting.

Financial Accounting and Reporting: US GAAP, financial statements, transactions, government & not-for-profit accounting.

Regulation: federal tax (individual + entity), business law, professional responsibilities, ethics.

Pick one discipline: Business Analysis & Reporting, Information Systems & Controls, or Tax Compliance & Planning.

Individual taxation: filing status, income, deductions, credits, basis, capital gains and losses.

Business taxation: sole proprietorships, partnerships, corporations, S-corps, estate & trust tax.

Representation, practices, and procedures: Circular 230 ethics, IRS practice, audits, appeals, collections.