Certified Professional Financial Analyst (CPFA)

Certification Overview

Certified Professional Financial Analyst (CPFA)

Exam Code: CPFA-002

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.

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

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.

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

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

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

  • Identification Proof
  • If a Candidate does not pass the exam in the second (2nd) attempt, the candidate must wait for a period of at least fourteen (14) calendar days from the date of their attempt to retake the exam for third (3rd) time or any subsequent time.
  • The exam can be taken any number of times.

The CPFA™ Certificate is valid for life.

CPFA™ is a trademark of GAQM.

N/A

Note: CPCA™ Certification has no pre-requisites.

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 Effectiveness

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.

Registration Process for E-Course and Exam

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  • Includes E-certificate and Digital Badge if you qualify in the exam.
  • Course Duration: 40 Days
  • Price: 213 USD

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  • Price: 170 USD
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