James Forjan

Topics in Private Wealth Management – Part III (2024 Level III CFA® – Reading 21)

Introduction to the Level I CFA® Program

Overview of the Global Investment Performance Standards – Part II (2024 Level III CFA® Program)

Introduction to the Level I CFA® Program

The Standard Capital Asset Pricing Model (FRM Part 1 – Book 1 – Chapter 10)

Trade Strategy and Execution – Part II (2024 Level III CFA® Program – Reading 24)

Derivative Instrument and Derivative Market Features (2024/25 LI CFA® Exam – Derivatives Module 1)

Trade Strategy and Execution – Part I (2024 Level III CFA® Program – Reading 24)

Organization Forms, Corporate Issuer Features, and Ownership (2024/25 CFA® Level I Exam – CI – LM1)

The Building Blocks of Risk Management (FRM Part 1 2023 – Book 1 – Chapter 1)

Introduction to Financial Statement Analysis (2024/2025 CFA® Level I Exam – FSA – Learning Module 1)

Industry and Company Analysis (2022 Level II CFA® Exam – Reading 22)

Credit Risk Transfer Mechanisms (FRM Part 1 2023 – Book 1 – Chapter 4)

Applying the CAPM to Performance Measurement (FRM Part 1 2023 – Book 1 – Chapter 11)

Financial Reporting Standards (2023 Level I CFA® Exam – FRA – Module 2)