The Chartered Financial Analyst (CFA®) Program Partnerhip - Fitch Learning

As an aspiring finance and investment professional, you need the knowledge and skills to thrive in a highly competitive industry. The Chartered Financial Analyst (CFA®) Program is designed to equip you with the kind of expertise and real-world skills in investment analysis that will help you advance your career and achieve your professional goals.

For eligible University of York students, an exclusive opportunity is available to undertake Level I of the CFA Program course through its collaboration with Fitch Learning, a leader in financial education and a CFA Institute Approved Prep Provider with a successful track record of over 20 years.

To be eligible students will have to be top performers in semesters one  modules and be registered in one of  the following University of York Master Programmes: MSc Accounting and Finance; MSc Corporate Finance; MSc Finance; MSc Finance and Investments; MSc Finance and Management; MSC Finance and  Investments and Economics; MSc Financial Economics.

Level I of the CFA Program will be taught by a combination of expert instructors from Fitch Learning onsite at the University of York and, access to our fully adaptive eLearning platform and mobile app offering a fully immersive learning experience to best equip you to sit the exam.

This includes:

  • Fitch Learning Cognition: An adaptive online learning platform and mobile app that personalises the study experience, focusing on areas of improvement to ensure comprehensive curriculum coverage.
  • Personalised Timelines and Performance Diagnostics: Customised study schedules with progress tracking for efficient learning.
  • Instructor Support: Expert guidance and prompt responses to queries from a dedicated instructor helpdesk.
  • Performance Comparison: Enables students to assess their progress against other candidates.
  • Extensive Study Resources: Including instructional videos, a large question bank, and regular knowledge checks.
  • 10 days of instructor led training: onsite at University of York, Fitch Learning expert CFA trainers will take you through key elements of the syllabus and support your self study.

Level I of the CFA Program: Syllabus

The CFA Program curriculum is focused on ten key topics. Level I focuses on understanding the tools and concepts related to investment valuation and portfolio management.

Below is a syllabus overview detailing each topic and their approximate exam weighting.

Topic Level 1 2024 weight
Ethical and Professional Standards 15-20%
Quantitative Methods 6-9%
Economics 6-9%
Financial Reporting and Analysis 11-14%
Corporate Finance 6-9%
Equity Investments 11-14%
Fixed Income 11-14%
Derivatives 5-8%
Alternative Investments 7-10%
Portfolio Management and Wealth Planning 8-12%

Level I of the CFA Program: Exam Information

  • Duration: 4 hours and 30 minutes
    • 1st session - 2 hours and 15 minutes
    • 2nd session - 2 hours and 15 minutes
  • 180 multiple choice questions

Entry Requirements:

  • Bachelor's degree or be in the final year of bachelor's degree

Estimated study time: 300 hours

* A Chartered Financial Analyst (CFA®) charter is a designation given to those who have completed the CFA® Program (Levels I, II and III) and completed acceptable work experience requirements.