Refresher Readings

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has-background"> <div class="section-placeholder-text"> <h2 class="section-placeholder-title h1">Refresher Readings</h2> <div class="section-placeholder-description"><p>Members can stay current on what's important in the constantly evolving investment industry with readings taken directly from the CFA<sup>®</sup> Program curriculum.</p> <p><strong>New for 2024<br> </strong><span style="background-color: initial; font-size: 1.125rem;">Access the Refresher Readings and members' guide in the </span><a rel="noopener noreferrer" href="https://study.cfainstitute.org/account/learning-hub/my-learning/not-started" style="font-size: 1.125rem;" target="_blank">Learning Ecosystem</a>, the educational platform candidates have been using since 2019.</p></div> <div class="section-placeholder-buttons"> <div> <a href="https://my.cfainstitute.org/Refresher-Readings-Collection" class="button" >Login to download PDFs</a> </div> </div> </div> <picture class="section-placeholder-image"> <img src="/-/media/images/hero/hero-refresher-readings-min.png" alt="women at computer"> </picture> </section> <article class="grid-container full-width"> <section> <div id="GDPR-modal" class="cfa-modal" aria-hidden="true" role="dialog"> <div class="cfa-modal-dialog">  <div class="modal-content"> <h5 class="modal-title alt" tabindex="0">Privacy Settings</h5> <div class="modal-body"> <p><strong>Functional cookies</strong>, which are necessary for basic site functionality like keeping you logged in, are <strong>always enabled</strong>.</p> <form> <p> <label for="analytics" class="indent-label"> <input id="analytics" class="indent-checkbox" type="checkbox" /> <strong>Allow analytics tracking.</strong> Analytics help us understand how the site is used, and which pages are the most popular. Read the <a href="/en/about/governance/policies/privacy-policy">Privacy Policy</a> to learn how this information is used. </label> </p> </form> </div> <div class="modal-footer"> <button id="privacySave">Save Settings</button> </div> </div> <button id="closePrivacyModal" class="modal-close click-to-close cfaicon-x"> <span class="screen-reader-only">Close Modal</span> </button> </div> </div> </section> <section class="grid-container "> <h2 class="section-title h1">Practical Skills Modules - Access Through the Learning Hub</h2> <div class="section-content">  <div><p><span class="ui-provider ea azj azk azl azm azn azo azp azq azr azs azt azu azv azw azx azy azz baa bab bac bae baf bag bah bai baj bak bal bam ban bao bap baq bar" dir="ltr">Members have access to the Practical Skills Modules (PSM) required in the CFA® Program.</span></p> <p><span class="ui-provider ea azj azk azl azm azn azo azp azq azr azs azt azu azv azw azx azy azz baa bab bac bae baf bag bah bai baj bak bal bam ban bao bap baq bar" dir="ltr"> A Practical Skills Module (PSM) uses a combination of videos, multiple-choice questions, guided practice, and case studies to develop your practical skills. Each PSM takes 10-15 hours to complete.</span></p></div>  <ol class="progression-list full-width"> <li class="progression-list-item"> <span class="progression-list-item-label"> Level i </span> <h4 class="progression-list-item-title"> <a href="https://my.cfainstitute.org/psm" > Financial Modeling </a> </h4> <div class="progression-list-item-description"> <p>Build a three-statement financial model showcasing an understanding of business issues, design best practices, and technical skills.</p> </div> </li> <li class="progression-list-item"> <span class="progression-list-item-label"> level ii </span> <h4 class="progression-list-item-title"> <a href="https://my.cfainstitute.org/psm" > Analyst Skills </a> </h4> <div class="progression-list-item-description"> <p>Analyze best-in-class practices of successful equity research analysts and apply them to your own practice.</p> </div> </li> </ol> <ol class="progression-list full-width"> <li class="progression-list-item"> <span class="progression-list-item-label"> level i </span> <h4 class="progression-list-item-title"> <a href="https://my.cfainstitute.org/psm" > Python Programming Fundamentals </a> </h4> <div class="progression-list-item-description"> <p><span style="font-size: 1.125rem;">Develop fluency in writing Python code for finance-based data science projects using Jupyter Notebooks.</span><br></p> </div> </li> <li class="progression-list-item"> <span class="progression-list-item-label"> Level ii </span> <h4 class="progression-list-item-title"> <a href="https://my.cfainstitute.org/psm" > Python, Data Science & AI </a> </h4> <div class="progression-list-item-description"> <p><span style="font-size: 1.125rem;">Develop the skills to execute financial data science workflows using Python by applying advanced machine learning techniques from forecasting EPS changes to sentiment analysis.</span><br></p> </div> </li> </ol> </div> </section> <section class="grid-container "> <h2 class="section-title h1">Featured Readings</h2> <div class="section-content">  <div>We've selected these Refresher Readings for you to highlight the latest trends in the investment industry.</div>  <div class="branded-cards full-width"> <div class="branded-card"> <picture class="branded-card-image-container"> <img src="/-/media/images/image-item/membership/branded-card-buildings.png" alt="Looking up at skyscrapers from below" /> </picture> <h3 class="branded-card-title h4">Private Company Valuation</h3> <p class="branded-card-short-description"> This new reading contrasts public and private company features for valuation and describes how and why they differ. It highlights key factors relevant to the selection of each valuation approach. </p> <p class="branded-card-general-link"> <a href="/en/membership/professional-development/refresher-readings/private-company-valuation" class="int-nav" >View reading</a> </p> </div> <div class="branded-card"> <picture class="branded-card-image-container"> <img src="/-/media/images/image-item/membership/branded-card-currency.png" alt="Abstract art of stock rising and falling" /> </picture> <h3 class="branded-card-title h4">Credit Risk</h3> <p class="branded-card-short-description"> Newly revised for 2024, the module describes the use of credit ratings and credit migration, as well as the pitfalls of sole reliance on ratings based upon the case Wirecard AG's insolvency. </p> <p class="branded-card-general-link"> <a href="/en/membership/professional-development/refresher-readings/Credit-Risk" class="int-nav" >View reading</a> </p> </div> <div class="branded-card"> <picture class="branded-card-image-container"> <img src="/-/media/images/image-item/membership/branded-card-man.png" alt="A man with his laptop smiling" /> </picture> <h3 class="branded-card-title h4">Introduction to Digital Assets</h3> <p class="branded-card-short-description"> Learn about the investment features of digital assets, the investment forms and vehicles used in digital asset investments. </p> <p class="branded-card-general-link"> <a href="/en/membership/professional-development/refresher-readings/Introduction-to-Digital-Assets" class="int-nav" >View reading</a> </p> </div> </div> </div> </section> <section class="grid-container "> <h2 class="section-title h1">Browse All Refresher Readings</h2> <div class="section-content">  <div><p>Explore the complete collection of Refresher Readings, taken directly from the CFA Program curriculum. Filter the list by program level and topic to locate the most relevant materials for your Professional Learning, and look for more readings to be added in the coming months.</p> <p>Although ethics readings are included, members are encouraged to use the <a href="/-/media/documents/code/code-ethics-standards/standards-practice-handbook-11th-ed-eff-July-2014-corr-sept-2014.pdf">Standards of Practice Handbook </a>and related resources to help navigate the ethical dilemmas they face in their professional lives.</p> <p>The entire current CFA Program curriculum is also available for purchase in <a href="/en/programs/cfa/curriculum/print-version">print format</a> for members.</p></div>  </div> </section>  <div class="cfa-coveo"> <div id="coveoC606340E" class="CoveoSearchInterface " data-enable-history='true' data-prebind-maximum-age='currentMaximumAge' data-results-per-page='25' > <script class="CoveoPipelineContext" type="text/context"></script> <div class="coveo-search-interface-mandatory-section"> <div class="coveo-search-interface-mandatory-components"> <div class="CoveoValidateAnalyticsIncluded" data-component-name="Search Interface"></div> <div class="CoveoForSitecoreExpressions"></div> <div class="CoveoForSitecoreBindWithUserContext"></div> <div class="CoveoForSitecoreSyntax"></div> <div class="CoveoTriggers"></div> <div class="CoveoHiddenQuery"></div> <div> <div class="CoveoForSitecoreRankingExpression" data-sc-ranking-scope-node='{"rankingExpressions" : [],"rankingFunctions" : [],"textualRankingExpressions" : []}' > </div> </div> <div> <div class="CoveoForSitecoreLocalExpression" data-sc-filter-on-sitecore-context-database='true' data-sc-filter-on-current-language='true' data-sc-filter-on-latest-version='true' > </div> </div> <div> <div class="CoveoForSitecoreFilterExpression" data-sc-filter-scope-node='{"advanced" : {"type" : "and" , "left" : {"type" : "and" , "left" : {"type" : "field" , "fieldName" : "HasLayout" , "operator" : {"name" : "==" , "value" : 1},"fieldValueType" : {"name" : "boolean" , "value" : 0},"fieldValues" : [true]},"right" : {"type" : "and" , "left" : {"type" : "field" , "fieldName" : "_template" , "operator" : {"name" : "==" , "value" : 1},"fieldValueType" : {"name" : "string" , "value" : 3},"fieldValues" : ["352F789274CD445A94091FE4A1397AB8"]},"right" : {"type" : "not" , "operand" : {"type" : "field" , "fieldName" : "Exclude from search results" , "operator" : {"name" : "==" , "value" : 1},"fieldValueType" : {"name" : "string" , "value" : 3},"fieldValues" : ["1"]}}}},"right" : {"type" : "not" , "operand" : {"type" : "field" , "fieldName" : "_template" , "operator" : {"name" : "==" , "value" : 1},"fieldValueType" : {"name" : "string" , "value" : 3},"fieldValues" : ["ADB6CA4F03EF4F47B9AC9CE2BA53FF97" , "FE5DD82648C6436DB87A7C4210C7413B"]}}}}' > </div> </div> <div> </div> <div> </div> </div> </div> <div class="coveo-for-sitecore-frame-container"> <div class="coveo-main-section"> <div class="coveo-header"> <div class="CoveoForSitecoreAnalytics" > </div> <div> <div class="CoveoAnalytics" data-prebind-endpoint='coveoForSitecoreAnalyticsEndpoint' data-prebind-anonymous='isAnonymous' data-prebind-search-hub='currentPageName' data-search-hub='CFAI-Prof-Development-Refresher-Readings-Hub' data-prebind-send-to-cloud='analyticsEnabled' > </div> </div> </div> <div class='coveo-search-section'> <script> document.addEventListener("CoveoSearchEndpointInitialized", function() { var searchboxElement = document.getElementById("coveoBD1BA194"); 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