Deep Dive: CFA® Level I Prep 2026

Time Value of Money Deep Dive with Mara Ellington & Dorian Hayes. In this episode we turn abstract formulas into real decisions: Present value (PV) of bonds & equities from future cash flows Implied returns from today’s...

Hosted by Mara Ellington & Dorian Hayes Ready to finally “get” rates & returns instead of memorising formulas? In this bite-size episode we turn Quant Methods – Chapter 1 into clear, exam-ready intuition. Holding...

This module brings ethics to life through realistic scenarios and case studies that apply the Code and Standards . You'll practice identifying violations, applying ethical reasoning, and making judgment calls in complex...

This module introduces the Global Investment Performance Standards (GIPS) , a set of voluntary, ethics-based principles that promote fair and transparent reporting of investment results . You'll learn why GIPS exist...

Standard VII reinforces the duty to uphold the reputation and integrity of the CFA designation . It requires members and candidates to comply with the Code and Standards , avoid any conduct that could harm the CFA...

Standard VI addresses the importance of identifying and managing conflicts of interest that could compromise objectivity. It requires full and fair disclosure of any potential conflicts—especially those involving...

Standard V focuses on maintaining the integrity and quality of investment research and decisions . It requires professionals to base analyses on thorough due diligence, clearly communicate investment recommendations and...

Standard IV outlines the responsibilities investment professionals have toward their employers . It covers the duty of loyalty , maintaining competence , and acting with integrity while on the job. It also addresses...

Standard III emphasizes the fiduciary responsibility investment professionals owe to their clients. It outlines duties such as loyalty, prudence, and care ; ensuring fair dealing ; preserving confidentiality ; and...

Standard II protects the fairness and transparency of global capital markets. It focuses on two key areas: Material Nonpublic Information —ensuring analysts don’t misuse inside information—and Market Manipulation...

Standard I covers the fundamental duty of acting with integrity and professionalism. It sets expectations around knowledge of the law , independence and objectivity , misrepresentation , and misconduct . You'll learn...

This module introduces the CFA Institute Code of Ethics and the Standards of Professional Conduct , the backbone of ethical investment practice. You'll explore the six core ethical responsibilities and seven standards...

This opening module explains why ethics and trust are foundational to functioning capital markets. It explores how ethical conduct enhances investor confidence, defines professionalism, and reduces systemic risk. You'll...

The final chapter frames risk management as an enterprise-wide process. It describes risk governance, risk tolerance and budgeting, distinguishes financial from non-financial risks, and evaluates tools for measuring...

Here the curriculum turns to behavioral finance, categorizing cognitive errors and emotional biases that can distort investor decisions. It illustrates common biases (e.g., overconfidence, loss aversion), links them to...