img

Certified Professional Financial Analyst (CPFA)


Course Description:

Financial analysts, also known as securities analysts or investment analysts, are professionals who gather, monitor, and assess information to make predictions and recommendations about specific industries. They can also handle accounting tasks, prepare financial statements, conduct audits, and evaluate taxes. Cost accounting is another area where financial analysts can excel. Some are hired for special projects like assessing a company's financial health for issuing new shares or securing financing. They may also handle secretarial tasks, manage accounts, and assess share values. Financial analysts often work in various companies such as banks, financial planning firms, investment advisories, portfolio management companies, insurance firms, and government regulatory agencies.


$ 800.00 $ 500.00

Browse Certifications Info

Certification Overview

Financial analysts, also known as securities analysts or investment analysts, are professionals who gather, monitor, and assess information to make predictions and recommendations about specific industries. They can also handle accounting tasks, prepare financial statements, conduct audits, and evaluate taxes. Cost accounting is another area where financial analysts can excel. Some are hired for special projects like assessing a company's financial health for issuing new shares or securing financing. They may also handle secretarial tasks, manage accounts, and assess share values. Financial analysts often work in various companies such as banks, financial planning firms, investment advisories, portfolio management companies, insurance firms, and government regulatory agencies.

E-Course Duration:

Exam Information

  • The test has 40 questions with multiple choices. To pass, you need to get 28 of them right, which is 70%.

  • Tests are done online and supervised using a webcam and a good internet connection. You can take the exams wherever and whenever you want.

  • The exam lasts for 1 hour, which is the same as 60 minutes.

During the exam with ProctorU, you can't use any outside information sources. The only materials allowed are your identification proof.

  • If you don't pass the exam on your second try, you have to wait at least fourteen (14) days before you can retake it for the third time or any time after that. You can take the exam as many times as you need to.

  • The CPFA™ Certification lasts forever.

  • CPFA™ is a trademark of GIPMC.

  • N/A

  • Note: CPCA™ Certification does not require any prerequisites.
     

Course Outline

Module Information - 1

    • Module 1 - Performance Management
    • Module 2 - Fundamentals of Finance
    • Module 3 - Key Analytical Tools and Concepts
    • Module 4 - Developing Predictive and Analytical Models
    • Module 5 - Building Analytics Capability
    • Module 6 - Communicating and Presenting Financial Limitation
    • Module 7 - Business Performance Management
    • Module 8 - Dashboards and Key Performance Indicators

Module Information - 2

    • Module 9 - Institutionalizing Performance Management
    • Module 10 - Measuring and Driving
    • Module 11 - The External View
    • Module 12 - Business Projections
    • Module 13 - Budgets, Operating Plans and Forecasts
    • Module 14 - Long-Term Projections
    • Module 15 - Revenueand Gross Margins
    • Module 16 - Operating Expensesand E?ectiveness

Module Information - 3

    • Module 17 - Capital Managementand CashFlow: Working Capital
    • Module 18 - Capital Managementand CashFlow: Long-Term Assets
    • Module 19 - Risk, Uncertainty,and the Cost of Capital
    • Module 20 - Capital Investment Decisions: Introduction and Key Concepts
    • Module 21 - Capital Investment Decisions: Advanced Topics
    • Module 22 - Business Valuation and Value Drivers
    • Module 23 - Analysis of Mergers and Acquisitions

Target Audience

  • Financial analysts have ample job opportunities with insurance companies, banks, securities firms, pension and mutual funds, etc. As the fundamental skill of financial analysts is to assist customers in the investment process, they can even have their own office and operate independently and develop a sound customer base.
Subscribe

Join Our Newsletter Now

Subscribe to GIPMC mailing list to receive update on new Certifications, Special Offers and Discount Information.