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Level 1 CFA® Exam Prep Bootcamp (Part 2/2) (Udemy.com)

Level 1 CFA® Bootcamp: Financial Reporting, Portfolio Management, Equity Investments, Fixed Income, Derivatives

Created by: 365 Careers

Last updated January 2026

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What you will learn

  • Prepare for the CFA® Level 1 exam
  • Earn one of the most prestigious designations in finance and investment management
  • Acquire a solid understanding of key business and finance disciplines
  • Impress interviewers by showing a strong an understanding of finance fundamentals and advanced topics concepts
  • Study Financial Reporting, Portfolio Management, Equity Investments, Fixed Income, Derivatives

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Course Description

We will help you prepare for the CFA® Level 1 Exam.

A record number of candidates registers to take the CFA® exams. Pursuing the credential is a rigorous process, which requires a lot of time and effort. And yet, many people around the world sign up for the CFA® exams. The reason is that a CFA® designation can move your resume to the top of the pile in a competitive job market.

We are proud to present to you a training bootcamp created by 365's team that aims to prepare you for the CFA® Level 1 exam provided by CFA Institute.

The five topics we will cover here are:

· Financial reporting and analysis

· Portfolio management

· Equity

· Fixed income

· Derivatives

This Bootcamp has been designed as a supplement to the official study materials provided by the CFA Institute and should not be seen as a substitute for these materials. Our goal is to make your life a bit easier. The lessons we have prepared are consistent with the current CFA® Level 1 curriculum and exam structure (and will continue to be updated to ensure consistency over time). We cover all Learning Outcome Statements (LOS), and we have dedicated a separate video to each LOS. This ensures that together we will study the concepts that are likely to be tested on the exam.

Why take our bootcamp?

· A successful track record on Udemy – over 1,750,000 students have enrolled in our courses

· Experienced team – the authors of this course are finance professionals who have acquired significant practical experience (they have worked for companies like HSBC, Morgan Stanley, PwC, Coca Cola, etc.)

· Carefully scripted and animated tutorials with plenty of real-world examples

· A variety of practice questions at the end of each Reading to test your progress

· Extensive case studies that will help you reinforce what you have learned

· Excellent support: If you don’t understand a concept or you simply want to drop us a line, you’ll receive an answer within one or two business days

· Dynamic: We don’t want to waste your time! The instructors keep up a very good pace throughout the whole course.

We will cover a wide variety of topics, including:

Financial Reporting and Analysis

Understanding income statements, understanding balance sheets, understanding cash flow statements, financial analysis techniques, inventories, long-lived assets, income taxes, non-current liabilities, financial reporting quality, financial statement analysis

Portfolio Management

Overview of portfolio management, portfolio risk and return, portfolio planning and construction, introduction to risk management, fintech in investment management

Equity Investments

Market organization and structure, security market indexes, market efficiency, overview of equity securities, introduction to industry and company analysis, equity valuation

Fixed Income

Defining elements of fixed income securities, issuance, trading, and funding, fixed-income valuation, asset-backed securities, fixed-income risk and return, fundamentals of credit analysis 

Derivatives

Introduction to derivative instruments, pricing, and valuation

Each of these topics builds on the previous ones. And this is one of the considerable benefits you will gain by taking our Bootcamp. You will acquire valuable theoretical and practical skills that are necessary for a successful career in the world of investment management, investment banking, and corporate finance.

Moreover, our focus is to teach topics that flow smoothly and complement each other. The course covers exam concepts at a fraction of the cost of traditional programs (not to mention the amount of time you will save).

We are happy to offer an unconditional 30-day money-back guarantee in full. No risk for you. The content of the course is excellent, and this is a no-brainer for us, as we are certain you will love it.

Why wait? Every day is a missed opportunity.

Click the “Buy Now” button and become a part of our program today.

*CFA Institute does not endorse, promote, review or warrant the accuracy or quality of the products or services offered by 365 Careers or Udemy. The CFA Institute Logo, CFA®, and Chartered Financial Analyst® are just a few of the trademarks owned by CFA Institute.*

**Please note that the Bootcamp will be split into two courses on Udemy. The reason is that the sheer length of topics we have covered does not allow us to have a single course;

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Instructor Details

365 Careers

365 Careers is the #1 best-selling provider of business, finance, data science and AI courses on Udemy. The company’s courses have been taken by more than 4,000,000 students in 210 countries. People working at world-class firms like Apple, PayPal, and Citibank have completed 365 Careers trainings.    

Currently, 365 focuses on the following topics on Udemy:    1) Finance – Finance fundamentals, Financial modeling in Excel, Valuation, Accounting, Capital budgeting, Financial statement analysis (FSA), Investment banking (IB), Leveraged buyout (LBO), Financial planning and analysis (FP&A), Corporate budgeting, applying Python for Finance, Tesla valuation case study, CFA, ACCA, and CPA

2) Data science – Statistics, Mathematics, Probability, SQL, Python programming, Python for Finance, Business Intelligence, R, Machine Learning, TensorFlow, Tableau, the integration of SQL and Tableau, the integration of SQL, Python, Tableau, Power BI, Credit Risk Modeling, and Credit Analytics, Data literacy, Product Management, Pandas, Numpy, Python Programming, Data Strategy

3) Entrepreneurship – Business Strategy, Management and HR Management, Marketing, Decision Making, Negotiation, and Persuasion, Tesla's Strategy and Marketing

4) Office productivity – Microsoft Excel, PowerPoint, Microsoft Word, and Microsoft Outlook

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Reviews

4.7

2,034 ratings on Udemy

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By Himanshu Barnwal on 8/23/2026

This is the best course out there for preparing CFA level 1. All the topics and information have been covered and upto point. For practice you can take mock tests and question banks from many other sources. Thanks all the mentors of this course for teaching each and every concept in so good and best way.

By Shivam Mehta on 4/19/2026

i really enjoyed a lot by attempting this bootcamp it gives me the right exposure of financial management and auditing process. really happy and satisfied to this course

By Vignesh on 4/15/2026

in past days i see calculations as terrific but when i see the calculation how to use math problem is dusted

By Aman Oswal on 11/10/2025

I used this course (Parts 1 & 2) for my Feb ’26 preparation and managed to clear the exam without relying much on additional resources. However, the content is quite outdated in several areas. For instance, I spent considerable time studying GDP calculations in Economics, only to later realize that this topic had already been removed from the syllabus. On the other hand, some relevant topics—like Cryptocurrency—were not covered at all. I only discovered this a few days before the exam and had to rush through them at the last minute. In terms of affordability, it’s hard to find a comparable option. The video explanations are clear, and with some chatgpt support, the concepts can be understood well. That said, it’s important to cross-check the course syllabus with the current exam syllabus to avoid last-minute surprises. All the best.

By Thomas Perry on 1/30/2025

Overall, very clear that you spent a lot of time and effort putting this together - well researched and I learned a lot. My two complaints are: 1. Often times, the explanations of mathematical equations or relationships were simply described as "here is the formula - use it" A simple derivation of why this formula makes sense would go a long way (also - a more consistent use of variable names would be helpful too) 2. All of those canned interjections "amazing!" "You're doing great!" were annoying and felt extremely artificial, borderline condescending.

By Ali Roohipour on 11/8/2023

I would like to thank your team for this educational course, I would be very interested to see the same course for CFA level II and III.

By Philip Arnold on 11/25/2022

The content is very comprehensive and the presentation is pleasantly lively due to the animation. For me as a non-specialist, the explanations were often too superficial, but for people with more background knowledge it is certainly suitable. The duration of the course is already very long. What bothered me (and led to the deduction in the rating) is that many lessons were repeated and the same content was shown several times. I don't know if this is supposed to serve the purpose of repetition, but it was annoying to me. I was also bothered by the fact that the formulas and examples often showed spelling mistakes, copy and paste and inconsistencies, even though I could only validate it a little in terms of content. I would wish for more care here, because it makes learning more difficult. Translated with www.DeepL.com/Translator (free version)

By Esivue Suleiman on 7/24/2022

365 Careers keeps dazzling me with their resourceful teachings full of rich insights and simplicity because you constantly demystify complex concepts. Now I decided to take the FA course without using the CFA readings to test the strength of the contents given by the instructor and to also speed up my readings. After which I attempted the exercises from this lessons and the CFA practice questions and to my greatest surprise I did not miss the answers to any question from both practices (Udemy & CFA). I am also aware that there are some missing readings and I think it was because of the updates from CFA as this course was prepared about 3years ago if I am not mistaking. Please I enjoin the 365 Careers Team to update with the remaining readings as students have observed as soon as possible. Also my advise for students is to also try to complete their readings if the additional contents are not uploaded on time before you sit for your exams. Thanks Well Appreciated

By Ahmed El Boshi on 6/29/2021

very informative and easy to interpret course overall. Economics domain somehow is not with the same quality of demonstrating other topics, its kind of being narrated rather than thoroughly expained, I bought another course from another provider to cover this specific topic.

By Dimas Prasetyo on 5/5/2021

It is so relevant with my objective in reaching my goals to get a CFA Charterholder. Learning in this platform is a stepping stone to understand the subject of CFA curriculum. Thanks 365 Careers

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Overall Score : 94 / 100