ACCREDITED FINANCIAL ANALYST® (AFA®)

Certified Program for Financial Analysts

The Accredited Financial Analyst® Certificate Program is a US Certified Course designed to develop the skills required by Financial Analysts, Research Analyst and Equity Analysts to execute critical functions related to Financial Statement Analysis, Corporate Finance, Equity Research, Investment Analysis and Financial Modelling. This Globally coveted Designation is offered by American Academy of Financial Management USA. Which is a 17 year old Educational Board based out of Colorado Springs USA with over 3,00,000 Certificants Globally.

In a world of specialization, no other profession requires such broad, yet in-depth knowledge than that of Financial Analyst. Financial Analysts must not only possess a broad understanding of the financial markets-including structure, organization, efficiency, portfolio management, risk and return, and planning and construction-but they must also have a strong sense of how to evaluate industries and companies prior to engaging in an analysis of a specific stock. The AFA® Certification Program provides the broad-based knowledge professionals and students of the markets need to manage money and maximize return.

The job outlook for financial analysts is expected to grow by 23 percent YOY from 2010 to 2020. Alongside this growth is an expected increase in competition found in this job market. There are a lot of individuals who intend to pursue a career path as a financial analyst due to the promising pay and other opportunities. Hence, people who want to stand out from the rest of the pack opt to earn a financial analyst certification to prove that they have what it takes to be worthy of the field. A certification also strengthens one’s prospects in the company they are in and can help them climb up the employment ladder.

Program Goals

In this program students will learn to:
  • Interpret the effect of Global & Local Economic Environment on Financial Markets and Investments
  • Forecast the impact of government economic policies on a business.
  • Analyse Financial Statements to find out the Financial Strengths and Weakness of a company using the various tools of Analysis.
  • Monitor and control corporate exposure to financial and operational risks.
  • Recognize corporate governance issues that arise from the separation of corporate ownership and control.
  • Employ working capital strategies and tools to efficiently manage current assets and liabilities.
  • Optimize capital structure, manage costs of long-term capital and quantitatively evaluate capital resource investments.
  • Use statistical methods for the analysis of quantitative data and their application in a range of Financial Analysis Techniques.
  • Apply basic statistical methods in solving financial problems.
  • Describe and interpret the general features of fixed income securities and understand the basic operations of fixed income markets.
  • Use basic interest rate derivatives like futures and options to manage risk and have general knowledge of other interest rate derivatives like FRA, interest rate swap, and credit default swap.
  • Construct optimal portfolios and illustrate the theory and empirical applications of asset-pricing models.
  • Explain macro and industry analysis, equity valuation, financial statement analysis and technical analysis.
  • Characterize the implications of the market efficiency evidence on active portfolio management.
  • Develop and employ theoretical valuation methods to price financial instruments including Alternative Investments.
  • Apply Alternative Investment instruments in managing the risk of investing and hedging activity at the individual and the corporate level.
  • Use discounted cash flow models to measure the impact of alternative investment strategies in order to formulate a strategy to maximize investment yield. Variables for comparison will include alternative financing, project density, income and expense expectations.
  • Make investment policy recommendations, including the determination of an optimal asset allocation.
  • Analyse and evaluate the performance of an investment manager. Use and develop spread-sheet based Financial Modelling solutions to financial problems
  • An awareness of ethical, social and cultural issues within a global context and their importance in the exercise of professional skills and responsibilities as a Financial Analyst

Study Materials

AFA® Candidates get access to our proprietary Study Material which is accessible online:
  • The Registration Fee includes the online access to the AAFM’s AFA Learning System™.
  • Guided overviews for each module highlight key topics
  • Assessments identify topics a participant already knows and those areas that require more time and attention
  • More than 500 questions for continually testing knowledge and comprehension
  • Features real-life case study scenarios and questions to apply your knowledge

Certificate Requirements

In order to become a AFA® Designation holder and enjoy the benefits of increased AFA salaries, candidates must pass two examinations of two hours and three hours respectively, have a bachelor's degree from an accredited institution at the time of grant of certification and complete 2 levels of project work. To enrol for the program they need to be at least Intermediate (10+2). AFA® certification examination is conducted by Pearson Vue across their Examination Centres. AFA charter holders are required to follow to a strict code of ethics and rules that governs both their professional and personal conduct.

Curriculum of AFA®

The Curriculum of AFA® Consist of two levels:

Level 1: Foundation Level Consisting of 5 Units.
Level 2: Advanced Level Consisting of 5 Units.

Level 1 Foundation Level
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Unit No. Name of the Unit
UNIT 1
 Introduction to Financial Markets
UNIT 2
 Quantitative Techniques and Methods
UNIT 3
 Financial Statement Analysis
UNIT 4
 Corporate Finance
UNIT 5
 Fixed Income Security Analysis

Level 2 Advanced Level
Unit No. Name of the Unit
UNIT 6
 Equity Valuation
UNIT 7
 Derivatives and Alternate Investments
UNIT 8
 Portfolio Management Strategies
UNIT 9
 Behavioural Finance
UNIT 10
 Advanced Financial Analysis

AFA® Examinations

There a Two Examinations a Candidate has to Clear to meet the Academic Requirements of AFA® Certification Program

Name of
Examination		 Duration Units
Covered		 No. of
Questions		 Section A Section B Section C Total
Marks		 Passing
Percentage
AFA_Level_1 115 Minutes 1 to 5 80 30 (1 Marks) 30 (2 Marks) 30 (4 Marks) 170 50%
AFA_Level_2 175 Minutes 6 to 10 90 40 (1 Marks) 30 (2 Marks) 20 (5 Marks) 200 50%

AFA® Certification Fees

The candidates who wish to undergo the AFA® Certification Program (the ‘Program’) have to get registered with AAFM®. A candidate can register with AAFM® by filling the Online Registration Form

Fee Table for AFA® Certification

Head

Fees

Registration Fees%

USD 400

EXAMINATION FEES

 

Level 1 Examination Fees%

USD 200

Level 2 Examination Fees*

USD 600

 

 

Registration Renewal Fees

USD 400

Re-Examination Fees

USD 200

Certification Fees#

USD 100

%Payable at the time of Registration

* Payable before appearing for Level 2 Exam after Clearing Level 1 Exam

#Payable once the candidate has passed all the required examinations and fulfilled the other criterions.

$The registration is valid for 365 days from the date of activation of registration by AAFM and the candidate is required to complete the certification within 3 Years from the date of activation of registration otherwise any completed Level shall stand nullified

^Please note that the Study Material will be available only Online in the AAFM Learning Management System and no print of the same would be provided.

All fees is paid through Pearson Vue by Logging in to your Pearson Vue Account.

Fees once Paid is non-refundable under any circumstances.


AFA® Registration Process

Go to the AFA Registration Page and Fill the Form.

On Submission of Your Details You will Receive From Pearson Vue

1. Web Account Generation Mail
2. Authorization to Test Mail

The Web Account Generation Mail will contain your Username and Password to access your account on Pearson Vue Website.

The Authorization to Test Mail will allow you to pay the Program Fees and Schedule your Examination.

On payment of Program Fees you can access the AAFM Learning Management System to Study for the AFA Certification Program.

Please go through the FAQ on AFA Registration for more Details.

Get a quick overview of the AFA® certification requirements – and your next steps toward becoming a AFA® Professional – at www.aafmglobal.org/get-afa-certified

For more information you can also:

Mail Us at:info@aafmglobal.org

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