Event Detail

Basics of Investment Analysis (6 week course)

Date, Time, and Location:
Tuesday, October 14, 2003 (add this event to your Outlook Calendar)
2:00 - 5:00 PM

We are pleased to announce our popular Basics of Investment Analysis course, a six-week well-rounded introductory course focused on the financial world.

This course targets those who support, liaison, and negotiate with investment professionals. It is designed as an intense course to get participants up to speed, on a time-efficient basis, on investment analysis, assessment of client needs and objectives, and portfolio management.

The course may even promote growth within the firm by inspiring participants to commit to the CFA® exam program. Topics include:

  • Structure of the Markets
  • The Economy and Various Indicators
  • Industry Analysis
  • Introduction to Financial Statements and Ratios
  • Stock Selection and Style/Sector Analysis
  • Mutual Funds
  • Interest Rates and Bond Analysis
  • Client Needs and Objectives
  • Asset Allocation and Real-Life Case Studies

Our Basics of Investment Analysis Course is one of the oldest & most successful courses that the Society has offered.

Our knowledgeable, enthusiastic instructors, ALL of whom hold the CFA designation, bring to the classroom a real world, practitioner's experience, including case studies and comprehensive discussions of basic investment concepts.


October 14, 2003

Introduction to the Markets & Understanding the Economy

October 21, 2003

Analyzing an Industry & Formulating Trends

October 28, 2003

Introduction to Financial Statements & Ratio Analysis

November 4, 2003

Style & Sector Analysis & Understanding Mutual Funds

November 11, 2003

Drivers of Interest Rates & Understanding Bonds

November 18, 2003

Client Analysis, Asset Allocation & Case Studies

Who Should Attend?

  • Investment & Sales Assistants
  • Sales & Marketing Personnel
  • Accounting & Legal Staff
  • Trust Administrators
  • Personal Bankers
  • New Analysts - who are pondering getting the CFA Designation
  • And even Clients - who have expressed the desire to learn more about investments & appreciate your job

Fee includes all materials and handouts

UBS Tower
1 N. Wacker Dr.
2ND Floor Conference Center

Content shared during CFA Society Chicago programs is not, and nothing in it should be construed as, an offer, invitation or recommendation of any specific financial services company or professional, or an offer, invitation or recommendation to sell, or a solicitation of an offer to buy, any securities in any jurisdiction. By registering for and attending this event, you acknowledge that any photographs that may be taken are the property of CFA Society Chicago and give your consent to their use in CFA Society Chicago's online and print business communications and marketing.