Certified Investment and Financial Analysts (CIFA) notes

(i)       Certified Investment and Financial Analysts (CIFA) course

The course imparts knowledge, skills, values and attitudes to, among other competencies:

• Apply financial tools and concepts in analysis and valuation of investment and securities
• Manage and grow portfolios of investments
• Analyse various types of investments including equity investments, fixed income investments and derivatives
• Manage corporate finances
• Apply financial modelling and analytical tools in investments analysis

The course is aimed at persons who wish to qualify and work or practice as investment, securities and financial analysts, portfolio managers, investment bankers, fund managers, consultants on national and global financial markets and related areas.

The structure of CIFA is summarised below:

Foundation Level

• Financial Accounting
• Professional Ethics and Governance
• Regulation of Financial Markets Economics
• Quantitative Analysis
• Introduction to Finance and Investments

Intermediate Level

• Portfolio Management
• Financial Statements Analysis
• Equity Investments Analysis
• Corporate Finance
• Public Finance and Taxation

Advanced Level

• Leadership and Management
• Fixed Income Investments Analysis
• Alternative Investments Analysis
• Advanced Portfolio Management
• Derivatives Analysis
• Financial Modelling and Data Analytics (Practical Paper)