Chartered Financial Analyst (CFA)
1 Ethical and Professional Standards
1-1 Code of Ethics
1-2 Standards of Professional Conduct
1-3 Guidance for Standards I-VII
1-4 Introduction to the Global Investment Performance Standards (GIPS)
1-5 Application of the Code and Standards
2 Quantitative Methods
2-1 Time Value of Money
2-2 Discounted Cash Flow Applications
2-3 Statistical Concepts and Market Returns
2-4 Probability Concepts
2-5 Common Probability Distributions
2-6 Sampling and Estimation
2-7 Hypothesis Testing
2-8 Technical Analysis
3 Economics
3-1 Topics in Demand and Supply Analysis
3-2 The Firm and Market Structures
3-3 Aggregate Output, Prices, and Economic Growth
3-4 Understanding Business Cycles
3-5 Monetary and Fiscal Policy
3-6 International Trade and Capital Flows
3-7 Currency Exchange Rates
4 Financial Statement Analysis
4-1 Financial Reporting Mechanism
4-2 Income Statements, Balance Sheets, and Cash Flow Statements
4-3 Financial Reporting Standards
4-4 Analysis of Financial Statements
4-5 Inventories
4-6 Long-Lived Assets
4-7 Income Taxes
4-8 Non-Current (Long-term) Liabilities
4-9 Financial Reporting Quality
4-10 Financial Analysis Techniques
4-11 Evaluating Financial Reporting Quality
5 Corporate Finance
5-1 Capital Budgeting
5-2 Cost of Capital
5-3 Measures of Leverage
5-4 Dividends and Share Repurchases
5-5 Corporate Governance and ESG Considerations
6 Equity Investments
6-1 Market Organization and Structure
6-2 Security Market Indices
6-3 Overview of Equity Securities
6-4 Industry and Company Analysis
6-5 Equity Valuation: Concepts and Basic Tools
6-6 Equity Valuation: Applications and Processes
7 Fixed Income
7-1 Fixed-Income Securities: Defining Elements
7-2 Fixed-Income Markets: Issuance, Trading, and Funding
7-3 Introduction to the Valuation of Fixed-Income Securities
7-4 Understanding Yield Spreads
7-5 Fundamentals of Credit Analysis
8 Derivatives
8-1 Derivative Markets and Instruments
8-2 Pricing and Valuation of Forward Commitments
8-3 Valuation of Contingent Claims
9 Alternative Investments
9-1 Alternative Investments Overview
9-2 Risk Management Applications of Alternative Investments
9-3 Private Equity Investments
9-4 Real Estate Investments
9-5 Commodities
9-6 Infrastructure Investments
9-7 Hedge Funds
10 Portfolio Management and Wealth Planning
10-1 Portfolio Management: An Overview
10-2 Investment Policy Statement (IPS)
10-3 Asset Allocation
10-4 Basics of Portfolio Planning and Construction
10-5 Risk Management in the Portfolio Context
10-6 Monitoring and Rebalancing
10-7 Global Investment Performance Standards (GIPS)
10-8 Introduction to the Wealth Management Process
3.5 Monetary and Fiscal Policy Explained

3.5 Monetary and Fiscal Policy - 3.5 Monetary and Fiscal Policy Explained

Key Concepts

Monetary Policy

Monetary Policy refers to the actions taken by a country's central bank to control the money supply and interest rates to achieve macroeconomic goals such as price stability, full employment, and economic growth. The primary tools of monetary policy include setting interest rates, open market operations, and reserve requirements.

Example: The Federal Reserve (Fed) in the United States might lower the federal funds rate to stimulate borrowing and spending during an economic downturn. This increase in money supply can lead to higher economic activity and job creation.

Fiscal Policy

Fiscal Policy involves the use of government spending and taxation to influence the economy. By adjusting government expenditures and tax rates, policymakers can stimulate or slow down economic activity. Fiscal policy is typically used to address issues such as unemployment, inflation, and economic growth.

Example: During a recession, a government might increase public spending on infrastructure projects and reduce taxes to boost consumer spending and business investment. This increased demand can help to stimulate economic growth.

Central Banks

Central Banks are institutions responsible for managing a country's monetary policy and regulating its financial system. They control the money supply, set interest rates, and ensure the stability of the financial system. Examples include the Federal Reserve in the United States, the European Central Bank (ECB), and the Bank of England.

Example: The ECB might engage in open market operations by buying government bonds to increase the money supply and lower interest rates, thereby stimulating economic activity in the Eurozone.

Government Budgets

Government Budgets are financial plans that outline the expected revenues and expenditures of a government over a specific period. They are crucial for implementing fiscal policy, as they determine how much the government can spend and tax. Budgets can be balanced, in deficit (when expenditures exceed revenues), or in surplus (when revenues exceed expenditures).

Example: A government with a budget deficit might borrow money to finance its expenditures, which can lead to higher public debt. Conversely, a government with a budget surplus can use the excess revenue to pay down debt or invest in future projects.

Economic Stabilization

Economic Stabilization refers to the process of maintaining a stable economic environment, characterized by low inflation, full employment, and steady economic growth. Both monetary and fiscal policies play a role in stabilizing the economy by addressing fluctuations in economic activity.

Example: During periods of high inflation, a central bank might raise interest rates to reduce the money supply and cool down the economy. Simultaneously, the government might cut spending to reduce demand and bring inflation under control.