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
4.8 Non-Current (Long-term) Liabilities Explained

4.8 Non-Current (Long-term) Liabilities - 4.8 Non-Current (Long-term) Liabilities Explained

Key Concepts

Non-Current Liabilities

Non-Current Liabilities, also known as Long-term Liabilities, are obligations that are not due to be paid within the next 12 months. These liabilities are typically associated with financing activities and are expected to be settled over a longer period, often through the use of future cash flows or the sale of assets.

Example: A company takes out a 10-year loan to finance the purchase of a new factory. The loan repayment schedule extends beyond one year, making it a non-current liability.

Long-term Debt

Long-term Debt refers to loans and financial obligations that are due more than one year in the future. This includes bonds, mortgages, and long-term loans. Long-term debt is a critical component of a company's capital structure and can provide the necessary funds for significant investments.

Example: A corporation issues corporate bonds with a maturity date of 5 years. The bondholders lend the corporation money, which the corporation repays over the next five years, along with interest.

Deferred Tax Liabilities

Deferred Tax Liabilities arise when a company's taxable income is less than its accounting income, resulting in a tax payment that is deferred to future periods. This occurs due to differences in the timing of revenue and expense recognition between financial accounting and tax accounting.

Example: A company capitalizes an asset and depreciates it over five years for financial reporting purposes but deducts it immediately for tax purposes. The difference in depreciation creates a deferred tax liability that will be settled in future tax returns.

Pension Obligations

Pension Obligations are long-term liabilities that represent the company's commitment to provide retirement benefits to its employees. These obligations are typically funded through pension plans and are recorded based on actuarial assumptions about future employee retirement and mortality rates.

Example: A company has a defined benefit pension plan that promises to pay retired employees a fixed monthly amount. The present value of these future payments is recorded as a pension obligation on the balance sheet.

Lease Obligations

Lease Obligations are long-term liabilities that arise from leasing assets, such as equipment or real estate, for extended periods. Under the new lease accounting standards (IFRS 16 and ASC 842), most leases are recognized on the balance sheet as both an asset (right-of-use asset) and a corresponding liability.

Example: A company leases a warehouse for 10 years. The lease payments are recognized as a lease obligation on the balance sheet, reflecting the company's long-term commitment to the lease agreement.