Finance & Investing Professional Certification

CFA Level I Concepts Overview

A practical guided tour of the core ideas tested across the CFA Level I curriculum

CFA Level I Concepts Overview logo
Quick Course Facts
20
Self-paced, Online, Lessons
20
Videos and/or Narrated Presentations
7.1
Approximate Hours of Course Media
About the CFA Level I Concepts Overview Course

CFA Level I Concepts Overview is a focused Finance course designed to help learners build a clear, practical foundation across the major topics tested on the CFA Level I exam. Through A practical guided tour of the core ideas tested across the CFA Level I curriculum, students gain stronger conceptual understanding, better exam judgement, and a more connected view of investment analysis.

Build Confidence Across CFA Level I Finance Concepts

  • Develop a structured understanding of ethics, quantitative methods, economics, financial reporting, corporate issuers, investments, and portfolio management
  • Learn how core Finance ideas connect across asset classes, valuation methods, risk measures, and professional standards
  • Strengthen exam reasoning with concise lessons focused on the concepts behind common CFA Level I question patterns
  • Prepare for deeper study by identifying how each topic area fits into the broader CFA Level I curriculum

A clear CFA Level I Concepts Overview for learners who want practical context before or during exam preparation.

This course gives students a broad but practical guided tour of the core ideas tested across the CFA Level I curriculum. It begins with the CFA Level I landscape, then moves into ethical and professional standards, helping learners understand professional conduct, fiduciary duties, conflicts of interest, and the judgement required on exam-style scenarios.

Students then build essential Finance foundations in quantitative methods, including time value of money, discounted cash flow logic, probability, risk measurement, sampling, estimation, and hypothesis testing. These lessons help make the mathematical side of the curriculum more approachable by emphasizing how the tools are used in valuation, risk analysis, and investment decision-making.

The course also covers economics, financial statement analysis, corporate issuers, equity investments, fixed income, derivatives, alternative investments, and portfolio management. Learners explore demand and supply, business cycles, financial statements, ratio analysis, capital budgeting, bond pricing, duration, options, swaps, diversification, and risk-return trade-offs in a connected way that supports retention and practical understanding.

By the end of CFA Level I Concepts Overview, students will have a stronger mental map of the CFA Level I curriculum and a clearer sense of how Finance concepts work together. They will be better prepared to continue detailed study, interpret exam questions with more confidence, and apply foundational investment concepts with greater accuracy.

Course Lessons

Full lesson breakdown

Lessons are organized by topic area and each includes descriptive copy for search visibility and student clarity.

Course Orientation

1 lesson

This orientation lesson maps the CFA Level I exam as a whole: what it is designed to test, how the major topic areas fit together, and how to think about the curriculum before diving into individual s…

Ethical and Professional Standards

2 lessons

This lesson introduces the ethics mindset needed for CFA Level I: how to recognize duties to clients, employers, markets, and the profession, and how to choose the most defensible answer when exam cho…
This lesson focuses on the CFA Institute Standards of Professional Conduct most directly tied to conflicts of interest, client loyalty, and fiduciary responsibility. Students learn how to recognize si…

Quantitative Methods

3 lessons

This lesson introduces the time value of money as the organizing logic behind many CFA Level I valuation and quantitative methods questions. You will learn how present value, future value, discount ra…
This lesson introduces the probability tools CFA Level I candidates need for investment decisions: probability rules, expected value, variance, common distributions, correlation, covariance, and risk …
This lesson explains how analysts use samples to make disciplined claims about populations when the full dataset is unavailable or impractical to observe. It connects sampling methods, sampling error,…

Economics

3 lessons

This lesson introduces the microeconomic building blocks that appear throughout CFA Level I economics: demand and supply, elasticity, consumer and producer surplus, firm costs, profit maximization, an…
This lesson gives a practical CFA Level I overview of macroeconomic activity, business cycle phases, and monetary policy. It connects GDP growth, inflation, unemployment, output gaps, and interest rat…
This lesson explains the Level I currency market and international trade concepts candidates need to recognize and apply. It connects exchange rate quotes, bid-ask spreads, spot and forward markets, c…

Financial Statement Analysis

3 lessons

This lesson introduces the purpose and structure of financial reporting, with emphasis on how analysts use financial statements rather than how accountants prepare them. You will connect the balance s…
This lesson explains how the three primary financial statements work together: the income statement, balance sheet, and statement of cash flows. The focus is not on memorizing formats, but on understa…
This lesson shows how CFA Level I candidates should use ratio analysis as a disciplined framework for interpreting financial statements. It connects profitability, liquidity, solvency, efficiency, and…

Corporate Issuers

1 lesson

This lesson introduces the Corporate Issuers tools used to decide whether a company should invest in a project and how it should estimate the return required by capital providers. The focus is on prac…

Equity Investments

1 lesson

This lesson introduces the equity investment concepts that CFA Level I candidates need before moving into deeper security analysis. It explains how equity securities differ by ownership rights and cas…

Fixed Income

2 lessons

This lesson introduces the fixed income building blocks most frequently tested at CFA Level I: bond contractual features, issuer and investor embedded options, price-yield mechanics, and common yield …
This lesson explains the main risk measures and credit concepts used to analyze fixed income securities at the CFA Level I level. It focuses on how bond prices respond to yield changes, why duration i…

Derivatives

1 lesson

This lesson introduces the four major derivative families tested at a conceptual Level I depth: forwards, futures, options, and swaps. The focus is on contract structure, payoff logic, basic valuation…

Alternative Investments

1 lesson

This lesson introduces the main alternative investment categories tested at CFA Level I: real assets, private capital, hedge funds, and related structures. The focus is on why investors use alternativ…

Portfolio Management

1 lesson

This lesson introduces portfolio management as the process of combining assets to meet investor objectives under uncertainty. It focuses on the Level I concepts behind diversification, expected return…

Application and Review

1 lesson

This lesson brings the Level I curriculum together as an integrated reasoning system rather than a set of isolated topics. It focuses on how candidates can connect ethics, quantitative methods, econom…

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About Your Instructor
Professor Daniel Martin

Professor Daniel Martin

Professor Daniel Martin guides this AI-built Virversity course with a clear, practical teaching style.