CSUF - California State University, Fullerton   College of Business and Economics

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CSUF   College Of Business and Economics

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CFA Program Roadmap

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CFA Program

  • Investments and Financial Planning Track
  • CFA Scholarship Opportunities

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CFA Program Roadmap

This Chartered Financial Analyst (CFA) Institute approved course of study provides exposure to a significant number of topics covered in the CFA Candidate Body of Knowledge and is designed to prepare you for the rigors of the exam. These courses,  along with independent study of the CFA curriculum, will increase your chances of success in passing the CFA Level I exam.

Academic Preparation to Sit for the CFA Level I Exam

Prerequisites

  • FIN 320 – Financial Management I
  • FIN 321 – Financial Management II
  • FIN 340 – Introduction to Investments

Required Courses

  • ECON 315 Intermediate Business Microeconomics or ECON 320 Intermediate Macroeconomic Analysis
  • FIN 335 – Financial Analysis for Investors and Lenders
  • FIN 341 – Student Managed Investment Fund
  • FIN 435 – Capital Markets and Fixed Income Analysis
  • FIN 444 – Options and Futures
  • FIN 463 – Professional Ethics, Corporate Compliance and Regulation
  • ISDS 361B – Business Analytics II

Elective Courses

  • ECON 335 – The International Economy
  • FIN 351 – Introduction to Real Estate
  • FIN 355 – Real Estate Investment Analysis
  • FIN 370 – International Business Finance
  • FIN 410 – Theory and Practice of Personal Financial Planning
  • FIN 415 – Quantitative Theory of Interest
  • FIN 440 – Business Valuation, Mergers and Acquisitions
  • FIN 442 – Advanced Investment Analysis*
  • FIN 443 – Advanced Investment Analysis II*

*Students enrolled in the two-course Titan Capital Management sequence may also utilize their courses as electives for the track.

Cal State Fullerton
College of Business and Economics
address2550 Nutwood Ave
Fullerton, CA 92831
email[email protected] phone657-278-4652
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Departments

  • Accounting
  • Economics
  • Finance
  • Information Systems and Decision Sciences
  • Management
  • Marketing

Centers

  • School of Risk Management and Insurance
  • Center for Corporate Reporting and Governance
  • Center for Economic Education
  • Center for Entertainment and Hospitality Management
  • Conrey Center for Entrepreneuership
  • Center for Family Business
  • Center for Information Technology and Business Analytics
  • Giles-O'Malley Center for Leadership
  • Center for Real Estate
  • Decision Research Center
  • Gianneschi Center
  • The Sales Leadership Center
  • Small Business Development Center
  • Woods Center for Economic Analysis and Forecasting

Graduate

  • MBA
  • Flex MBA
  • M.S. in Accountancy
  • M.A. in Economics
  • M.S. in Information Systems
  • M.S. in Information Technology (Online)
  • M.S. in Taxation
  • Certificate Programs

Undergraduate

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Student Success

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