Schweser Institute Certificate Program

JUNIOR INVESTMENT ANALYST

The JIA Certificate program is designed for those working in financial analysis and those working for firms involved in financial analysis, investment management, and investment-related activities. The curriculum is focused on both the tools of analysis and their real-world applications. Upon mastering the JIA curriculum and passing the JIA Exam, candidates are awarded the JIA Certificate and the right to use the JIA certification by The Schweser Institute.

Who Will Benefit?

The JIA certification provides evidence of competency in several key areas of investment valuation, financial analysis, economics, and ethical practice. Banks, brokers, money managers, investment management consultants and performance evaluation firms, hedge funds, and mutual funds all will have employees who can benefit by increasing their investment knowledge and analytic skills. By offering the JIA Certificate to their employees, corporations will benefit not only from a more educated workforce, but from being able to identify those employees who are most able to profit from further training in financial analysis. For individuals, the JIA Certificate provides a way to distinguish themselves within their firms as well as the knowledge and skills necessary to pursue further financial training and financial designations.

Click Here for Exam Details, Pricing, and Registration

FOR INDIVIDUAL OR CORPORATE INQUIRIES
CALL 608.779.2999
or CLICK HERE to Provide Your Contact Information

For Middle East JIA inquiries contact:

Ms. Layal El Sabe'

Phone: 00961-1-366535
Fax: 00961-1-366535
Address: Ain Mreisseh, Tina Towers Center, 1st Floor, Beirut, Lebanon
Website: www.instffa.com
E-mail: JIA@instffa.com

Curriculum Overview

The curriculum supporting the JIA Exam comprises 11 topic areas:

Topic 1	ETHICAL STANDARDS: Duties to Clients, Client Confidentiality, Non-Public Information, Due Diligence, and Suitability
Topic 2	QUANTITATIVE METHODS: Yield Computation, Present Value Methods, Net Present Value and Internal Rate of Return Analysis, Statistical Methods, and Probability Theory and Application
Topic 3	ECONOMICS: Supply and Demand, Resource Allocation, Perfect Competition, Market Imperfections, Market Structure, Markets for Productive Inputs, Aggregate Demand, Aggregate Supply, Monetary Policy, Inflation, Labor Markets, Business Cycles
Topic 4	FINANCIAL STATEMENT ANALYSIS: Essentials of Financial Reporting Standards, Income Statement, Statement of Cash Flows, Balance Sheet, Financial Statement Forecasting
Topic 5	ANALYSIS AND VALUATION OF EQUITY SECURITIES: Characteristics of Equity Securities, Analysis of Equity Securities, Valuation of Equity Securities
Topic 6	PORTFOLIO THEORY: Portfolio Management, Modern Portfolio Theory, Portfolio Risk, Asset Allocation, Capital Asset Pricing Model
Topic 7	CORPORATE FINANCE: Project Analysis, Cost of Capital, Determination of the Optimal Capital Budget
Topic 8	STRUCTURE AND OPERATION OF SECURITIES MARKETS: Types of Markets, Types of Securities, Trading in Equity Markets
Topic 9	DEBT SECURITIES: Characteristics of Debt Investments, Yield Measures, Risk and Risk Premiums, Yield Spreads
Topic 10	DERIVATIVE SECURITIES: Characteristics of Derivative Securities, Types of Derivative Securities, Forward Contracts, Futures Contracts
Topic 11	ALTERNATIVE ASSETS: Mutual Funds and ETFs, Characteristics of Real Estate Investments, Commodities as an Asset Class, Private Equity Funds, Hedge Funds