Certified Professional Financial Analyst™ (CPFA™)

Financial analysts — also called securities analysts and investment analysts — are professionals who collect, monitor, and evaluate information to make forecasts and recommendations relevant to their sectors.

Additionally, they can do accounts and prepare financial statements, do auditing, or assess taxes. Cost accountancy is another segment where a financial analyst can excel. Some financial analysts are hired to do special company work or investigate and ascertain the financial position of business house for the purpose of issue of new shares, purchase or sale or financing of business, etc. Secretarial work in companies, account management and share valuation, etc. are some other works for financial analysts.

Target Audience

  • Financial analysts — also called securities analysts and investment analysts — are professionals who collect, monitor, and evaluate information to make forecasts and recommendations relevant to their sectors.
  • Additionally, they can do accounts and prepare financial statements, do auditing, or assess taxes. Cost accountancy is another segment where a financial analyst can excel. Some financial analysts are hired to do special company work or investigate and ascertain the financial position of business house for the purpose of issue of new shares, purchase or sale or financing of business, etc. Secretarial work in companies, account management and share valuation, etc. are some other works for financial analysts.

Course Duration: 30 to 35 Hours

Those who become financial analysts are often employed in companies such as

  • Banks
  • Financial planning institutions
  • Investment advisory firms
  • Portfolio management providers
  • Insurance companies Government regulatory firms

Exam Information

Exam Pattern

The exam comprises of 40 Multiple Choice Questions out of which the candidate needs to score 70% (28 out of 40 correct) to pass the exam.

Mode of Exam

Exams are online and proctored based; using a webcam and a reliable internet connection exam can be taken anywhere and anytime.

Duration of Exam

The total duration of the exam is 1 hour (60 Minutes).

Closed Book

No external sources of information may be accessed during the exam via ProctorU. Further details of the materials permitted are provided:

Retaking of Exam

In the event that you do not qualify in the first attempt, there is an option to acquire a Double Shot Retake Voucher for 140 USD. This voucher provides the opportunity for two (2) attempts, instead of a single attempt.
To purchase the Double Shot Retake Voucher, kindly check with Meantoir Global Academy.

Certification Validity

The CPFA™ Certificate is valid for life.

Trademark Acknowledgement

CPFA™ is a trademark of GAQM®.

Pre-Requisite

CPFA™ Certification has no pre-requisites.

Course Outline

Module Information – 1

  • Performance Management
  • Fundamentals of Finance
  • Key Analytical Tools and Concepts
  • Developing Predictive and Analytical Models
  • Building Analytics Capability
  • Communicating and Presenting Financial Limitation
  • Business Performance Management
  • Dashboards and Key Performance Indicators

Module Information – 2

  • Institutionalizing Performance Management
  • Measuring and Driving
  • The External View
  • Business Projections
  • Budgets, Operating Plans and Forecasts
  • Long-Term Projections
  • Revenue and Gross Margins Operating Expenses and Effectiveness

Module Information – 3

  • Capital Management and Cash Flow: Working Capital
  • Capital Management and Cash Flow: Long-Term Assets
  • Risk, Uncertainty, and the Cost of Capital
  • Capital Investment Decisions: Introduction and Key Concepts
  • Capital Investment Decisions: Advanced Topics
  • Business Valuation and Value Drivers Analysis of Mergers and Acquisitions
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