CFA Level 1

Fixed Income, Derivatives & Alternative Investments

Master the essential concepts of Book 4 with a comprehensive, systematic approach designed for CFA Level 1 success.

20 Readings
0 Completed
60h Study Time
Progress

Track Your Journey

Monitor your learning progress with detailed analytics and structured milestone tracking.

Overall Progress

0%
0 Completed
0 In Progress
20 Total Readings
0h Study Hours
Curriculum

Book 4 Readings

From fixed income fundamentals to derivatives and alternative investments, explore comprehensive study materials.

Intro
Not Started

Introduction to Book 4

Overview of Fixed Income, Derivatives, and Alternative Investments curriculum structure and learning objectives.

Course Overview Study Strategy Key Concepts
42
Not Started

Fixed-Income Securities: Defining Elements

Basic features and characteristics of fixed income securities, including bond indentures and covenants.

Bond Features Indentures Covenants
43
Not Started

Fixed-Income Markets: Issuance, Trading, and Funding

Overview of global fixed income markets, primary and secondary markets, and funding structures.

Primary Markets Secondary Markets Market Structure
44
Not Started

Introduction to Fixed-Income Valuation

Bond valuation fundamentals, pricing relationships, and yield measures for fixed income securities.

Bond Pricing Yield Measures Spot Rates
45
Not Started

Introduction to Asset-Backed Securities

Securitization process, mortgage-backed securities, and other asset-backed securities structures.

Securitization MBS ABS Structures
46
Not Started

Understanding Fixed-Income Risk and Return

Duration, convexity, and other risk measures for fixed income securities and portfolios.

Duration Convexity Interest Rate Risk
47
Not Started

Fundamentals of Credit Analysis

Credit risk assessment, rating agencies, and corporate bond analysis techniques.

Credit Risk Credit Ratings Spread Analysis
48
Not Started

Derivative Markets and Instruments

Introduction to derivatives, forward contracts, futures, options, and swaps fundamentals.

Forwards Futures Options
49
Not Started

Basics of Derivative Pricing and Valuation

Fundamental concepts of derivative pricing, arbitrage, and valuation models.

Pricing Models Arbitrage Binomial Trees
50
Not Started

Valuation of Contingent Claims

Option valuation models including Black-Scholes-Merton and binomial models.

Black-Scholes Greeks Option Strategies
51
Not Started

Derivative Benefits, Risks, and Issuer and Investor Uses

Applications of derivatives for hedging, speculation, and arbitrage strategies.

Hedging Speculation Risk Management
52
Not Started

Alternative Investments

Overview of alternative investment categories including hedge funds, private equity, and real estate.

Hedge Funds Private Equity Real Estate
53
Not Started

Hedge Fund Strategies

Classification and analysis of hedge fund strategies including equity, event-driven, and macro strategies.

Long/Short Equity Event-Driven Global Macro
54
Not Started

Introduction to Digital Assets

Cryptocurrency fundamentals, blockchain technology, and digital asset investment considerations.

Cryptocurrency Blockchain DeFi
55
Not Started

Private Equity Investments

Private equity fund structures, strategies, and performance evaluation methods.

Buyouts Venture Capital Fund Structure
56
Not Started

Introduction to Real Estate Investments

Real estate investment vehicles, valuation approaches, and REIT analysis.

REITs Property Valuation Real Estate Cycles
57
Not Started

Commodities and Commodity Derivatives

Commodity markets, futures pricing, and commodity investment strategies.

Commodity Markets Futures Pricing Contango/Backwardation
58
Not Started

Infrastructure Investments

Infrastructure as an asset class, project finance, and public-private partnerships.

Infrastructure Assets Project Finance PPP Structures
59
Not Started

Natural Resources and ESG Investing

Natural resource investments and Environmental, Social, and Governance (ESG) considerations.

Natural Resources ESG Integration Sustainability
60
Not Started

Alternative Investment Performance and Returns

Performance measurement, benchmarking, and due diligence for alternative investments.

Performance Metrics Benchmarking Due Diligence