Board Infinity

Prepare for CFA Level 1: Investment & Financial Basics Specialization

Board Infinity

Prepare for CFA Level 1: Investment & Financial Basics Specialization

Master CFA Level 1 Investment Foundations.

Build strong foundations in ethics, finance, economics, and corporate finance for CFA Level 1.

Board Infinity

Instructor: Board Infinity

Included with Coursera Plus

Get in-depth knowledge of a subject
Beginner level

Recommended experience

6 months to complete
at 5 hours a week
Flexible schedule
Learn at your own pace
Get in-depth knowledge of a subject
Beginner level

Recommended experience

6 months to complete
at 5 hours a week
Flexible schedule
Learn at your own pace

What you'll learn

  • Build strong foundations in ethics, finance, economics, and corporate finance

  • Master financial analysis, ethics, and core investment concepts

  • Develop quantitative, economic, and financial reporting skills

  • Strengthen investment fundamentals and real-world decision-making skills

Details to know

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Taught in English
Recently updated!

April 2026

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Specialization - 5 course series

What you'll learn

  • Apply the CFA code of ethics and standards of practice to evaluate ethical decisions in investment roles.

  • Identify conflicts of interest and apply professional code of conduct to protect client interests.

  • Analyze real financial scenarios using CFA standards to prevent misconduct and ethical violations.

  • Build ethical decision frameworks to handle compliance, transparency, and client responsibilities.

Skills you'll gain

Category: Ethical Standards And Conduct
Category: Compliance Management
Category: Performance Reporting
Category: Decision Making
Category: Law, Regulation, and Compliance
Category: Financial Reporting
Category: Accountability
Category: Investment Management
Category: Case Studies
Category: Business Ethics
Category: Conflict Management

What you'll learn

  • Analyze financial statements for valuation and investment decisions

  • Build DCF models and financial modeling frameworks

  • Apply ratio analysis and forecasting techniques

  • Evaluate financial reporting quality and detect risks

Skills you'll gain

Category: Financial Statement Analysis
Category: Financial Reporting
Category: Inventory Accounting
Category: Financial Modeling
Category: Financial Statements
Category: Income Statement
Category: Balance Sheet
Category: Financial Analysis
Category: Financial Forecasting
Category: Cash Flows
Category: Depreciation
Category: Fraud detection
Category: Financial Accounting
Category: Accounting
Category: Income Tax
Category: Business Valuation
Prepare for CFA Level 1: Economics and Global Markets

Prepare for CFA Level 1: Economics and Global Markets

Course 3, 20 hours

What you'll learn

  • Apply microeconomics concepts to pricing and production decisions

  • Analyze economic cycles and interpret key market indicators

  • Evaluate fiscal and monetary policies in real-world scenarios

  • Assess global trade systems and foreign exchange markets

Skills you'll gain

Category: Financial Market
Category: Market Dynamics
Category: Competitive Analysis
Category: Political Sciences
Category: Cost Accounting
Category: Economics
Category: International Finance
Category: Investment Management
Category: International Relations
Category: Fiscal Management
Category: Business Economics
Category: Financial Systems
Category: Financial Policy
Category: Tax
Category: Market Analysis

What you'll learn

  • Evaluate corporate ownership structures and stakeholder relationships in firms

  • Apply capital budgeting techniques such as NPV, IRR, and ROIC for investment decisions

  • Analyze capital structure choices and compute weighted average cost of capital

  • Assess governance frameworks, ESG factors, and working capital efficiency

Skills you'll gain

Category: Corporate Finance
Category: Financial Analysis
Category: Governance
Category: Working Capital
Category: Business Valuation
Category: Capital Budgeting
Category: Business Modeling
Category: Capital Markets
Category: Environmental Social And Corporate Governance (ESG)
Category: Cash Management
Category: Cash Flows
Category: Stakeholder Analysis
Category: Business Strategies
Category: Stakeholder Management
Category: Accounts Payable
Category: Organizational Structure
Category: Financial Management
Category: Corporate Sustainability

What you'll learn

  • Apply quantitative finance models to real-world financial data

  • Build statistical and probability frameworks for analysis

  • Perform regression, simulation, and hypothesis testing

  • Develop portfolio risk and return strategies

Skills you'll gain

Category: Portfolio Management
Category: Quantitative Research
Category: Statistical Modeling
Category: Investment Management
Category: Advanced Analytics
Category: Portfolio Risk
Category: Correlation Analysis
Category: Financial Trading
Category: Statistical Methods
Category: Probability
Category: Probability & Statistics
Category: Statistical Hypothesis Testing
Category: Statistical Analysis
Category: Market Data
Category: Simulations
Category: Financial Modeling
Category: Statistical Machine Learning
Category: Risk Modeling
Category: Finance
Category: Regression Analysis

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Instructor

Board Infinity
Board Infinity
249 Courses408,457 learners

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